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  1. K

    Is Real ID worth it?

    Are their any benefits to this beyond not having to carry a passport for domestic travel? The effort on my part would be additional fees as well as an in person visit to DMV. Also, I have not yet looked into what paperwork I would need to gather. Should I bother or not? Thanks in advance for...
  2. K

    Sofa beds

    Looking to replace a futon I've used for guest visits for many years now. I would like to offer my guests the most comfortable experience possible. Most choices are in the 1.5>2.5K range and seem like the same old thing. Thin mattress although memory foam is now an option and a spring based...
  3. K

    Already retired-HSA contributions

    Thanks all for your help. I'm now on the right track with this!
  4. K

    Already retired-HSA contributions

    Yes, We are buying the same plan we had while she was working through the BOE. It is a HSA. Wondering how I can contribute to it to achieve a tax deduction.
  5. K

    Already retired-HSA contributions

    Thanks in advance for the response. We are recently retired. DW and I will both turn 62 this September. I will be receiving SS and DW will have a pension. Is it possible for us to contribute to the HSA DW had through her work (Local school district), or any other HSA we might be able to...
  6. K

    My 401k rollover

    Looking for ideas: Recently retired @ 60. I have a 690k IRA, 600k 403B and a 490k 401k. I pay an annual fee of 1% on the actively managed IRA. In this IRA the fee is somewhat mitigated as it holds lower cost classes of funds than available if purchased outside of the managed IRA portfolio...
  7. K

    Hi, I’m Fuzzy from CT

    Thank you for the replies to date MBAustin: The 500k value is the value of what is in DW 403b and what is eligible to be rolled into the pension. The investment mix (virtually all in tax deferred accounts) is in mutual funds 60/40 equity/fixed income. I am thinking of getting a bit more...
  8. K

    Hi, I’m Fuzzy from CT

    DW and I are 60 and looking forward to retiring ASAP. I’ve been in sales and DW is a teacher: The assets: $1.675M portfolio (will roll 500k of this into wife’s pension to increase annual payout) With this rollover DW pension will be: • 30k annually cola’d • 43k annually non-cola’d (this is...
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