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    Exceeds the Saving Bonds Limit

    Hi, Need some help. I've received two e-mail from the Treasury Direct about the new purchases which caused the limit exceeded (I just forgot the change the limit to $5000). I tried to contact them to ask what will happen to the new purchase but can not find any 800 number to call. Does anyone...
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    401K and State tax?

    Hi, Are there any Pennsylvania retirees out there? If so, I have a question may be some of you can help me out: 1. Do we pay the state and local tax for any amount withdrew from 401K when you are qualified (59 1/2)? I know for sure that you have to pay the Fed, but not so sure about the...
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    Please help on TreasuryDirect Account?

    Hi, Does anyone have an account with TreasuryDirect to buy bonds directly? I'd like to buy some EE Saving Bonds but most of the banks now do not do it for me. Been reading from the Treasury web site and seems to me this is the only way to buy saving bonds directly now. Do you have any bad...
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    Need help on college saving option???

    Hi, Hopefully
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    That's it. Two more months!

    Lucky for me, the early retirement offer just came at the right time. Since I have planed to retire when I reach 55 in October this year, I jumped right in to accept the offer. In two months, I will be done. The buyout did add a little extra ca$h to my monthly pension. I also will have the...
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    Are there any early retirees with small pension???

    Hi, Been reading this forum for a while: enjoyed, learned a lot, and also confused. I felt like I came to the wrong place -- The Millionaire club. So, how can I take ER with a small pension? Will be 55 in five months. Decided that I have enough in the IT field: too much stress from...
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    Retire or Not Retire - Everyone has a choice!

    Hi everyone, One day there were too much ice on the road, a friend of mine, who is one month older than me, who works in a dangerous job to fix the gas line, who is an old friend in the Navy who made a bet that whoever not retire this year will pay for the retirement party, he called his boss...
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