Search results

  1. heeyy_joe

    Amended tax return stuck in no mans land.

    I recharacterized 2014 Roth IRA contributions in 2015 and filed an amended return in August, confirmed (web) as received by IRS in September 2015. I made a mistake on the filing (duh!):facepalm:. The web notice says to call their number and extension and have a copy of my tax return available...
  2. heeyy_joe

    In defense of 4% withdrawal strategy.

    For those of you unsure of a 4% withdrawl strategy, here is an article for you. David Ning runs MoneyNing, a personal finance site that shares money moves you can make to significantly increase your chances of having a comfortable retirement. Here is a USNEWS and World report article: Why...
  3. heeyy_joe

    CNN.MONEY Article Today

    CNN Money article: Building wealth: Best moves if you're 25 to 34 - Get with the program (7) - Money Magazine THE POWER OF AN EARLY START How much you'd have at 65 if you save $5,000 a year from ages: 25 to 35: $602,100 35 to 65: $540,700 25 to 65: $1.1 Million :dance: Note: Assumes 7%...
  4. heeyy_joe

    Advice on ESTATE SALES appreciated.

    DW and I have already furnished our retirement condo (FIRE 2014) and now we are looking at selling off most all possessions in our 5 bedroom home. We are thinking about hiring a company to do this for us and thought a few folks here might offer tips or alternative views? Thanks! :)
  5. heeyy_joe

    Class B RV - Buying tips appreciated.

    DW and I are interested in user opinions on Class B RV's and any sage advice from this forum. Roadtrek? Pleasure Way? Other? I think looking for a used one is best for us; where is the best value in terms of price decline versus model year? Top end of budget is $50k, but would prefer $35-40K...
  6. heeyy_joe

    heeyy_joe saying HEY! -question on PPACA premium

    Saying HELLO! Joe, age 57, Kentuckian transplanted to Dallas Texas to shorten the length of time to retirement (01/2014) Then I will be at my beach condo in Fl (already purchased). Former licensed securites trader and banker, currently directing a national call center for an international...
Back
Top Bottom