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Need some help understanding this. Think I read somewhere that there is no ACA cliff thru 2022 and that healthcare is capped at 8% of your income (MAGI I assume). If I make $100K a year, the max I would pay is $8K? I assume this is just premiums and not total out of pocket? What if I decide...

Help a newbie understand how I can better manage income for aca purposes. In 2020 I received a 1099-Div for almost $11K for some mutual funds that I did not sell. From what I understand it's a combination of dividends and fund manager sales from within with the funds. I didn't receive a penny...

Hi, Megacorp is offering me an early retirement package. I just turned 56 this week, so will be utilizing the "rule of 55" to gain access to some 401K funds penalty free. The question I have (I do have a case opened with my 401K plan administrator, but they said it will take 4 days to get...

I’m 55 and am hoping to retire in a year or 2. I have about 15% of my 401k balance in Roth and I started contributing to the Roth >5 years ago. I verified that my plan allows for monthly qualified withdrawals under the rule of 55. I was hoping to break up my monthly withdrawal with 50%...