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Forum: FIRE and Money 11-06-2019, 06:46 PM
Replies: 11
Views: 1,103
Posted By JBeez
Looking to reduce income tax

Hi Everyone,

I recently retired this past September at the age of 61. I accepted a lump sum severance payout, and looking for guidance regarding how to minimize the income tax for 2019. Iíve...
Forum: Hi, I am... 06-16-2016, 04:48 PM
Replies: 35
Views: 2,832
Posted By JBeez
Thanks tmm, gauss, and everyone else that chimed...

Thanks tmm, gauss, and everyone else that chimed in. Going to ask my crack HR team for a copy of the SPD. My guess is I’m going to go with the 72t. Great website. Loads of good information.
Forum: Hi, I am... 06-16-2016, 03:26 PM
Replies: 35
Views: 2,832
Posted By JBeez
Thanks to everyone who replied. Just got off the...

Thanks to everyone who replied. Just got off the phone with Vanguard, and providing the youngster who was assisting me knows his stuff, my current plan does not allow early distributions other than...
Forum: Hi, I am... 06-16-2016, 10:01 AM
Replies: 35
Views: 2,832
Posted By JBeez
Withdrawal from 401k before 59 Ĺ

Hello from Tennessee. Iíll be 58 in September and would like to retire at that time. I just spoke with a financial planner who said I can make withdrawals from my company retirement plan (401k),...
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