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Forum: Other topics 01-15-2014, 01:00 PM
Replies: 134
Views: 99,860
Posted By BigFoot48
Retiree Roth Conversion Decision Model

I retired at 50, and for years read recommendations to do Roth conversions, usually with the suggestion to "create a model", but I kept putting it off. Finally, two years ago at 63, I did do a...
Forum: FIRECalc support 12-26-2013, 10:15 AM
Replies: 2
Views: 1,432
Posted By BigFoot48
Thanks. I've resolved my understanding problem. ...

Thanks. I've resolved my understanding problem. I had selected a fixed return portfolio along with an Investigate item and was confused when I changed Investigate back to the default and the graph...
Forum: FIRECalc support 12-26-2013, 09:55 AM
Replies: 2
Views: 1,432
Posted By BigFoot48
Turning Off "Optional: Investigate" Options

Is there a way to turn off selections made in the Investigate section? Once I select one, or change selections, I am unable to de-select at least one and get back to an page with no selections. ...
Forum: FIRE and Money 12-07-2013, 06:31 PM
Replies: 6
Views: 1,886
Posted By BigFoot48
I have an Excel model I created to analyze the...

I have an Excel model I created to analyze the Roth conversion issue and compare alternative conversion plans. I'm currently working on an update for 2014 which will be out in a few weeks, but the...
Forum: FIRE and Money 10-18-2013, 01:20 PM
Replies: 65
Views: 12,524
Posted By BigFoot48
Glad you like it! My plan is to update it for...

Glad you like it! My plan is to update it for 2014 tax rates etc. in January, so look for a new version then.
Forum: Other topics 10-14-2013, 09:40 AM
Replies: 47
Views: 4,068
Posted By BigFoot48
What's round trip airfare to Hawaii these days? ...

What's round trip airfare to Hawaii these days? That's got to eat up a bit of his $5,000. I suspect he's not counting any welfare benefits he may be getting, like food stamps. That said, at least...
Forum: Life after FIRE 10-13-2013, 10:23 AM
Replies: 22
Views: 3,813
Posted By BigFoot48
I love retirement. After retiring at 50 in 1998,...

I love retirement. After retiring at 50 in 1998, and immediately moving to a rural area and building our dream house (a bad financial decision as we discovered four years later when we moved back to...
Forum: FIRE and Money 10-13-2013, 09:25 AM
Replies: 65
Views: 12,524
Posted By BigFoot48
I created an easy to use Excel model for...

I created an easy to use Excel model for analyzing the Roth conversion decision, and it includes RMD calculations and tax calculations. A link to it on Bogleheads can be found in my profile.
Forum: FIRE and Money 10-12-2013, 09:34 AM
Replies: 18
Views: 2,633
Posted By BigFoot48
My model handles spousal SS benefit or separate...

My model handles spousal SS benefit or separate spouse benefit. Although it's intended to analyze the Roth conversion situation, I noticed that it also could analyze the SS benefit start date...
Forum: FIRE and Money 10-11-2013, 06:29 AM
Replies: 18
Views: 2,633
Posted By BigFoot48
You bet. I hope people will find it useful as a...

You bet. I hope people will find it useful as a starting point in evaluating the Roth conversion decision and process. I know I wasted years putting off the suggestion of "just do a model" whenever...
Forum: FIRE and Money 10-10-2013, 10:09 PM
Replies: 3
Views: 1,518
Posted By BigFoot48
trapper, your situation reminds me of our own in...

trapper, your situation reminds me of our own in many ways, except I retired at 50 and did use the 72(t) provision to make penalty-free withdrawals from my IRA prior to 59.5.

Unfortunately I kept...
Forum: FIRE and Money 10-10-2013, 07:36 PM
Replies: 18
Views: 2,633
Posted By BigFoot48
I created a Retiree Roth Conversion calculator a...

I created a Retiree Roth Conversion calculator a couple of years ago, and it's available through the Bogleheads thread on the topic. I think anyone planning for Roth conversions will find it of use....
Showing results 1 to 12 of 12

 
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