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Was reading this story in forbes today: Forbes: How This 28-Year-Old retired In NYC With A Net Worth of More Than 2 Million A 28 year old woman is retired in NYC. Had a career in finance for seven years, now lives on $33k per person/$65k per couple in Manhattan and they amassed over $2...

You're right. What do you do with the gains from your current strategy, though? If you're re-deploying them in the same allocation, can you start funneling them into the new strategy and eke out some benefit over time?

Best of luck! Maybe through deductions (standard deduction or itemized mortgage deduction, etc) there's more room for your capital gains dollars to be taxed at 0% before they jump to the next bracket. I had a face-palm moment when I realized I had estimated my nest egg target was 15% higher than...

Does a different strategy with a face value of lower returns maybe actually net out to more advantageous net return than your current allocation given your AMT issues? For example, switching from whatever you're holding now to a long term index fund strategy plus municipal bonds which aren't...

Congratulations!! Any immediate plans with how you want to spend your FIRE time? I need to live vicariously here...

Why would you remain in the 15% capital gains tax bracket? Will you continue to see significant ordinary income? Otherwise, I think as one previous poster said you actually will have 0% capital gains tax up to the first $85k-ish of long term capital gains per couple (it's the stated threshold in...

New to the forum and wanted to contribute. Just hit 750k net worth. A million feels so close!