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In about 4 hours I'll be able to sit back and smile, as it will be one year to the hour when I drove away from, uh - what was that called; oh w*#k, that's what it was! :laugh: I've been pretty much anal about tracking expenses, income, & investments. Pretty sure that doesn't make me any any...

This could of, and almost did go to the pet peeve thread. DW and I ERd mid 2014 at age 58 and 8 months and 57 and two months, respectively. We have been using DWs 457 plan pre-59-1/2 exemption to supplement our pensions, which cover about 1/3 of expenses. This is all working out to plan, but the...

I decided to try sharpening the virtual pencil by downloading new 2014 tax year software, but when perusing the reviews on Amazon found out very quickly that Schedule D has been removed from the Deluxe version of TurboTax, meaning one would need to go the Premium version (+$20.00) to handle...

I've been trying to find an answer to my situation regarding 401(k) deferral errors and methods of correction. The IRS website has some good information and I've learned about QNEC and such, but not entirely understanding them as I'm no tax lawyer. Situation is this: Megacorp 401(k) 100%...

Attached is an Excel output chart showing current/projected NW including NPV of pensions and SS, and expenses with funding by source. I've been planning for years now, and have recently brought DW up to speed on how I believe we are doing - which is that ER summer of 2014 is doable. My...

I have a question for those who might have a better understanding of HI open enrollment, in this case I am referring specifically to employer subsidized HI for those still employed. Is there any regulatory basis for annual enrollment periods to be coordinated in time, by calendar dates? Or has...