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The Tradition video brought back memories of when it first came out. Loved it!!

Once I start SSI, the #'s change drastically

I filed an extension and overpaid. The return was filed about a month later. The extension payment has never cleared, and I received a notice stating I owed $$$. It took them almost 3 months to acknowledge the return was filed, and another 2 months to say I was underpaid!

In my experience working with estate planning attorneys for 20+ years, there is no need to provide account #s or even bank names unless there is a specific purpose for a specific account (ie. Cousin Mary is to get my Chase savings account # 123456789 and nephew Fred gets the Chase account #...

Not only can they opt-out, but annually they can make withdrawals. I experienced that with the place I w****ed before. Contributions would be made, matches would be made, and then a new caw was purchased or a vacation was taken and the account went down to near $0. Then the cycle starts...

I manage my ACA income to maximize the benefits (not a fan of the program, but it is the law of the land so I might as well use it). I'm using after tax $$ and some ROTH until 65 when I will switch to primarily tIRA $$.

My understanding of the 10X "rule" was that by the time you are in your mid 50s, you should have 10x of your income in retirement savings. This was the "track" you should be on, not the end goal to retire. 20-30x of earnings was the end goal for retirement at 65.

I worked at a private trust company. I was in charge of the accounting for the 401k plan (15 employees with a total value of about $2 million). The average balance was good ($133k), but there were 2 accounts with over $500k, and several more with over $150k. That left about 10 accounts with...

0% of spending now, 35% in 3 1/4 years (my SS kicks in) 55% in 6 1/2 years (DW SS kicks in).

The unrelated business taxable income is a taxable event for non-profit accounts (which includes retirement plans, IRAs etc). The threshold for filing is $1000 I believe. The problem I have is that they prepared the return and charged you for it without your prior approval. That being said...

It's the 4th shot that makes it hard for me ;D

Back in 2001, at w*rk, the 4 members of the upper management were offered a LTC policy. I chose to get the 10 pay plan $150 per day no lifetime limit policy inflation rider for about $5500 annually for DW and me. The others chose the annual pay for about $100 per month for life (or until...

10 days ago on Sunday, I was delivering flyers to the neighbors for an outdoor party we are hosting July 9th. I stopped at our next door neighbor for about 15 minutes (there was a tree in out yard that had dead limbs hanging over her car). Monday, I spent the day with our 10 month old grandson...

Wordle 317 2/6 ⬜⬜⬜⬜⬜ ���������� I used my standard start, and I decided to adjust my second word. Pure luck!!

:facepalm::laugh:

;D

Not Big Rock Candy Mountain, but some of his others - "Passengers will please refrain from passing water while the train is in the station, Darling I love you" and down from there!

I have a Trip to visit some Investment property (long story, I'm the Trustee of the property) north of Duluth MN. That's almost 1200 miles. I have to bring back files, and I don't know if it will be 3-4 boxes (in which case a shipper would make flying possible) or 15 boxes, in which case the...

My Dad and his brothers used to sing Big Rock Candy Mountain (and some other very inappropriate ditties!!). Every time I see the commercial with a clip of the song, or sometimes when "the sun shines every day on the birds and the bees" I smile and think of my Dad singing this song. This has...

I am in the same boat with my wife. as we sit down to breakfast she worries that we don't have anything planned for lunch. I had an issue with a letter drafted by an attorney that pointed out a filing error in the 50's on some investment land. I said that the lawyers and the property office...

Wordle 265 5/6 ��⬜⬜⬜⬜ ������⬜⬜ ������⬜⬜ ⬜�������� ���������� todays

Wasn't there a case of a woman who was found in England mundified in her home? She had her pension direct deposited, all bills on auto pay. :facepalm: Apparently she was a loner, and no family. I would have thought that either the extreme build up of cash in her account or a cash shortfall...

I was an estate planner and trust officer for a wealthy family, and this was my explanation for everyone. I didn't care what you wanted, JUST DOCUMENT IT!!! My FIL wanted everything possible done to keep him alive and therefore refused to have an advanced directive. I told him to just put his...

My plan is to do a 3rd test tomorrow to confirm negative (or positive). Will also test DW on Sunday if I am negative.

DW, DS and I have been hunkered down for the past 20 months. We got vaccinated, eased up a bit, then back to the cave when the next wave hit. Boosted (and flu shot) and again eased up a bit until the next wave. Always good about masks. Then last weekend, DS went to visit friends in the...