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Yesterday 10:41 PM
Does it matter whose IRA we convert to Roth?
I am also very interested in the OP's question, but in our case, my tIRA and 401k accounts are about twice the size of DW's and I am a couple of years older than she is. I just did my first small... (797 views, 26 replies)
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Yesterday 10:38 PM
ER, New Mexico and health insurance?
Such as? Yes, the property crime rate in NM is rising, and I wouldn't consider living in ABQ, but Santa Fe punches most of the "musts" on my list: well educated retiree community with a strong... (732 views, 20 replies)
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Yesterday 10:06 PM
Reporting non-dividend distribution on 1099-DIV
OK, upon further reading it looks like Box 3 on 1099-DIV which is where this amount was reported for VTSAX is for informational purposes only. From what I understand it's not taxable and doesn't need... (506 views, 10 replies)
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Yesterday 09:48 PM
Brokerage or Roth / kids 529 or Roth
Yes we both work, around age 37...both max 401ks too. Total income around 100k combined. Sent from my SM-J700T using Early Retirement Forum mobile app (153 views, 4 replies)
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Yesterday 09:41 PM
Creditkarma offering free fed and state tax filing for 2016 (including e-file)
I used it last year for the first time and liked it, will use it again this year. Should note that my returns are fairly straight forward, I don't itemize deductions, so not sure how well it works... (2,221 views, 30 replies)
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Yesterday 09:32 PM
Looking for advice 401k
So I am looking to depart my job of 31 years, when I turn 56 this year. Trowe handles our 401k. I was really happy with our discussion. I also mentioned I have a lump sum from my pension I would... (72 views, 0 replies)
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Yesterday 09:02 PM
2017 goal: maximize ACA credits or Roth conversion?
It has to be done by Dec 31 for that year. (1,530 views, 23 replies)
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Yesterday 08:34 PM
Older women having too much fun to retire
When asked how she managed to look so young though being well into her 60's Dolly Parton is said to have replied, "Honey, haven't you heard about doctors?" I know a lot of women who in their 60's... (3,373 views, 65 replies)
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Yesterday 08:12 PM
Fidelity Asset Manager
We retired early and took our 401K and rolled it into this account. We wanted to go with Fidelity as we already had a Vanguard Wellsley account. We also have CD ladders and enough cash until we start... (140 views, 2 replies)
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Yesterday 08:04 PM
Good USA Road Atlas
My husband used an 8.5 x 11" US atlas that he got from State Farm for years to sit at the window seat on domestic flights and track our locations. He's lost it, and I can't find an equivalent one... (1,153 views, 27 replies)
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Yesterday 08:00 PM
Recession's Mark on Millennials
Post your solutions and advice to the new millennials here... ... (8,391 views, 192 replies)
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Yesterday 07:53 PM
Top 10 skills
It is a lot easier now when you have a fast computer to typeset and show you the preview nearly instantaneously on the screen. Imagine doing this on a PC XT! However, I was so pleased with the... (1,304 views, 46 replies)
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Yesterday 07:52 PM
Gas Oven Does Not Heat
We have a GE range and I replace the igniter every 2 or 3 years when it starts acting up. Find the part on Amazon and replacement is very easy. Apparently, it's a "consumable" part, like the light... (269 views, 10 replies)
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Yesterday 07:36 PM
Withdrawals when Market is High?
If you have a fixed withdrawal rate (%) based on the current size of portfolio your withdrawal does increase in $ terms when your portfolio goes up. If your spending and withdrawal is fixed in $... (986 views, 16 replies)
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Yesterday 07:13 PM
What did you do today? 2017 version
After getting 6 and half inches of rain in the last 24 hours, the sun finally came out. We drove down to the beach. We had sushi at a local restaurant,then went to a place called Surfer's Point.It... (23,359 views, 551 replies)
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Yesterday 07:10 PM
Municipal Bonds
I think I looked awhile ago since they are based here I knew they'd have a fund for MD but I have Fido for 401k and it was easier to stay with them. I'll probably look again. (2,046 views, 37 replies)
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Yesterday 07:08 PM
Texting while driving
In this day and age where fewer and fewer people accept responsibility for their actions, I'm surprised that the other driver admitted to texting. I find this a little refreshing. Getting a little... (2,155 views, 78 replies)
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Teacher Terry
Yesterday 06:29 PM
Can we FIRE in one year at age 39 & 57?
So sorry to hear all the bad news. At your age I would keep working and hope that your BF is healthy enough to retire when you can afford to. Health insurance cost is crazy. We have been semi-retired... (5,976 views, 33 replies)
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Yesterday 06:14 PM
Oh Crap, what is still on the table
For me the main issue is knowing what to do, not how to fill out tax forms. Using a program hides some of the underlying things. Paying someone to do you taxes hides the mechanisms even more. ... (858 views, 11 replies)
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Yesterday 05:49 PM
Planet Earth II
The first blu-ray DVD I bought was Planet Earth, just for the quality. I think the first 4K TV I buy will be to watch Planet Earth 2 on. This series is just so astonishingly beautiful. (217 views, 5 replies)

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