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I was recently updating my plan in Pralana and the Roth conversion optimizer had me doing all of my conversions in 2022 (for 40% of pretax $) and then having almost no taxable income in subsequent years. (I’m 43). It blew my mind and I thought it was broken. I thought for sure a ladder was my...

Launched! March 5 as planned. 42.5 years old. I still can’t bring myself to use the word retired. My staff of the past and coworkers had amazing things to say. It was a really good day. Boose 1/5/2021 Announcement. BGH1 1/15/2021 Announcement [-]GATime 1/2021 or 3/2021[/-] Seems to have...

Yes! I've done that for the last year. Finally a month ago I made up my mind for sure and the peace I feel is just amazing. I wasn't happy in my current role so I applied for a role that I'd be very good at, would be a new challenge, something I would have LOVED 5 years ago, etc. When it looked...

Added myself. Finally decided OMY was going to drive me crazy. I wonder if ClearSky and I work at the same place with a bonus payout on 3/5?!? [emoji848]🤫 90 days tomorrow!! This will be fun to watch these posts throughout 2021. HNL Bill 01/TBD/2021 ATX78701 3/1/2021 ClearSky 3/5/2021...

I can’t share too many details but I work for a large brokerage firm and there’s an employee discount on the service. I’d probably say it’s more for planning and advice. I wouldn’t expect a proactive personal advisor experience. It’s a small pool of CFPs, but my firm usually gets solid folks...

Hi! We are 42 and about to RE. I have an opportunity before I leave my job to lock in unlimited access to a CFP (fiduciary) for about $100 per year or I can have a Financial Consultant guidance at the branch for free. I’m pretty well-versed in financial matters, but it seems like there’s some...

Told him I’m leaving the company after bonuses get paid. Not the net worth. We are good friends and I wanted to give him as much heads up as possible. He’s hoping I’ll change my mind. I won’t. :-)

Congratulations on all fronts!!

Just broke 1.5 million today. This is our magic number and I told my boss I’m outta there after bonuses come. 100 days to ER!!! I haven’t felt so calm and free for quite some time. I had a hard time deciding to leave a 200k/year job that I worked my a$$ off to get, but it’s the only thing that...

Thanks all! We are maxing out 2 401ks, HSA, non-deductible traditional IRA, and saving about 30-40k taxable each year. We're very good to retire at 50 if I can get the right situation in place to cover years 1-9 and pay for half of my kid's college during the middle of that period. I've read...

Hi! My husband and I are 38 and planning to retire at 50. We have a 3 year old son and I'm dreaming of taking him to live abroad for many of his summers in high school and college. I'm hoping he's onboard with that idea when the time comes. I'm also hoping my husband can semi-retire sooner than...