Search results

I feel the same way about my Roth. Working out well so far with a small group of companies I have researched. If you want Mutual Funds I can't help Main Holdings: VTSI - Makes simulators for police and military training. Closing contracts recently. SMSI - They have a virtual monopoly on...

We have stayed at Hotel Margherita (https://hotelmargherita.info/en/) twice in the past 6 years. It is in the town of Praiano which is between Positano and Amalfi. The bus system from town to town is easy and it was nice to be in a quieter area 20 mins from Positano. If you are up for the...

I am punching out of Corporate America for a little bit. I am 51 and the plan was to go to a partial retirement (25% work) at 55. I never had a Summer off so I am going to try it out this year!

Thanks for the detail. I will do some research on the Roth 5 year timer, that is a new one for me.

Thanks for all of the FB. This 401k is through American Funds, I want to get rolling on Vanguard and start managing things myself. I like the idea of the Roth conversions as well Cheers

Hello everyone. I am on here learning everyday so thanks for sharing your ideas and experiences. I am 51 and have a main IRA with a FA consisting of money transferred a few years ago from my Amerprise account when I realized the fees I was charged by Ameriprise. Unfortunately I did not...

Thank you, Good points on the S&P, I am going to look a little closer at the best approach. I also thought of integrating some inflation modeling. I could do it in a separate spreadsheet but would have no clue how to cross the 2 data sets in the same spreadsheet. The irony is that if I could...

Thanks. Insurance cost in retirement is the one figure in my budget that worries me. I need to do some research on the topic. I do like the idea of inflating health insurance separately from the rest of the expenses.

Thank you, I appreciate the comments. I do something similar with an age that we run out of money. I have a safe age of 100 set in the spreadsheet. I also run 2 Monte Carlo simulations (1 sigma, 2 sigma) with the mean set around the 10 year rolling S&P ave to get a confidence level on meeting...

I have been working on my own spreadsheet for retirement. I am 51 so the spreadsheet goes from the saving stage through withdrawal stage. I know I am accounting correctly for inflation up to the withdrawal stage but I am struggling with investment return and inflation during the withdrawal...

I do not see these options on the Not Retired tab. I am logged in, strange

Thanks guys, I will look closer at that tab tonight

Hello everyone. Thank you for all of the information, I have been lurking for a while and read a lot of great info... thanks for the dryer sheet tip it has added to my bottom line over the past 6 months;) I put our scenario into Firecalc and wanted to get some validation from the group that I...