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Search: Posts Made By: Travelfreek
Forum: Hi, I am... 08-13-2021, 04:54 PM
Replies: 33
Views: 5,380
Posted By Travelfreek
Congrats on your plan and on the development that...

Congrats on your plan and on the development that the company will allow you to train a new person! My husband gave 6 month notice in his job as principal engineer for the same reason. The company...
Forum: Other topics 07-16-2021, 05:25 PM
Replies: 126
Views: 7,763
Posted By Travelfreek
1. Love them, treat them with respect, and...

1. Love them, treat them with respect, and prioritize your time with them. Teach them the importance of being honest and to follow through with commitments. If you make mistakes with them, own up...
Forum: Active Investing, Market Strategies & Alternative Assets 02-21-2021, 03:30 PM
Replies: 2
Views: 580
Posted By Travelfreek
Investment account at Fidelity - taxes due w/ stock sales?

I have had 401ks and 457s and IRA rollovers over the years. I understand there's no taxes due until you withdraw the funds from these types of accounts.
But what I didn't know until recently...
Forum: Other topics 02-21-2021, 12:31 PM
Replies: 106
Views: 5,157
Posted By Travelfreek
I have a 2014 CRV AWD that I bought new through...

I have a 2014 CRV AWD that I bought new through Costco for $3k cheaper than the Carmax dealer had a 1 year old CRV AWD for. I have been very satisfied with it. I did get a new battery before the...
Forum: FIRE and Money 12-02-2020, 10:46 AM
Replies: 128
Views: 21,223
Posted By Travelfreek
Yes! I can relate as well. We pulled a bunch out...

Yes! I can relate as well. We pulled a bunch out of IRAs in 2018 to pay our house off. I started Medicare in 2020 and learned then about the cost of Part B and D IRMAA payments. Luckily, that was for...
Forum: Life after FIRE 11-27-2020, 06:46 PM
Replies: 108
Views: 11,801
Posted By Travelfreek
My husband and I bought into a Sun City in NorCal...

My husband and I bought into a Sun City in NorCal when I was 57 and he was 55 in 2012 (8 years ago). It was the best thing we EVER did! Our kids had graduated college and stayed in San Diego where...
Forum: FIRE and Money 11-20-2020, 05:17 PM
Replies: 44
Views: 32,323
Posted By Travelfreek
Love this, Gumby! When all the CARES act...

Love this, Gumby! When all the CARES act stimulus was announced earlier this year, I remember someone (in authority) saying that if we qualify income wise for our 2020 income (which we will), we...
Forum: FIRE and Money 08-03-2020, 10:56 PM
Replies: 21
Views: 2,361
Posted By Travelfreek
Buying back time? Worth the investment?

I bought previous service (4.5 years for $4300 +
5 years of air time (time never worked) for $43k from state of CA after my return at age 53.5 to state service =
Best decision ever!!!) Our health...
Forum: FIRE and Money 05-24-2020, 08:33 PM
Replies: 16
Views: 951
Posted By Travelfreek
Do you have a good 401k/457b also? If so, that...

Do you have a good 401k/457b also? If so, that could be a back up
Plan once you reach 59 1/2 if your husband loses job. What is the APR on this new 15 year note? Also with the $4700 in closing, how...
Forum: Hi, I am... 01-28-2020, 09:21 AM
Replies: 14
Views: 1,715
Posted By Travelfreek
Advice needed

With your auto immune disease, have you considered applying for SSDI? Also, I would leave the big bucks in the 401k and strategically roll over into roth ira in pieces since your income should be...
Forum: FIRE and Money 07-17-2019, 08:12 AM
Replies: 136
Views: 13,565
Posted By Travelfreek
try seeing a counselor

Our son visited a marriage and family counselor for the first time in his life about 4 years ago after he broke off his engagement. The visit was a gift for he and his fiancee for their impending...
Forum: FIRE and Money 07-10-2019, 09:26 PM
Replies: 136
Views: 13,565
Posted By Travelfreek
S.O. With High Debt / What to do?

I donít think him being on the hook to split $15k in furnishing the house budget is appropriate considering his debt level. It seems you were not thinking of his situation when you came up with this...
Forum: FIRE and Money 06-10-2019, 09:25 PM
Replies: 114
Views: 8,010
Posted By Travelfreek
I guess itís because it came out of left field....

I guess itís because it came out of left field. The 4 of us got along well and met up for all the holidays and all the weddings and some other occasions all through the years. We were all blown away...
Forum: FIRE and Money 06-09-2019, 08:50 AM
Replies: 114
Views: 8,010
Posted By Travelfreek
I love you all! You are helping me realize Iím...

I love you all! You are helping me realize Iím now getting greedy and think Iíll step back and let chips fall where they may and hope that we can keep our solid relationships. Now I know why the...
Forum: FIRE and Money 06-08-2019, 11:54 PM
Replies: 114
Views: 8,010
Posted By Travelfreek
Actually i would agree to discount house price to...

Actually i would agree to discount house price to gf and I suggested we let her live rent free though the mortgage is $2k a mo. My sis/trustee first agreed to split IRA 3 ways-then lately said after...
Forum: FIRE and Money 06-08-2019, 09:00 PM
Replies: 114
Views: 8,010
Posted By Travelfreek
Trustee of trust - unknown particulars

Well, another option is for our sis to gift us $25k each during the house sale and not touch her inherited IRA. That will allow her to have the full $200k IRA in tact. I'm not wanting a full 33% of...
Forum: FIRE and Money 06-08-2019, 07:54 PM
Replies: 114
Views: 8,010
Posted By Travelfreek
Trustee of trust - unknown particulars

Yes, I understand that. That she has to take a withdrawal that's taxable to her and then have both fed and state income tax payable as a result. So, she can consider that as part of the payment...
Forum: FIRE and Money 06-08-2019, 07:16 PM
Replies: 114
Views: 8,010
Posted By Travelfreek
Trustee of trust - unknown particulars

Yes, it's very disheartening. I phoned her today and told her how upsetting this is to myself and our brother. She was defensive about it and said she can't make decisions about it yet. She was...
Forum: FIRE and Money 06-08-2019, 09:34 AM
Replies: 114
Views: 8,010
Posted By Travelfreek
Trustee of trust - unknown particulars

The Trust was executed in 2010 and not updated since (almost 9 years ago). The IRA was dated 2012 with my sis (trustee) as beneficiary (7 years ago).

The attorney is going to write GF letter to...
Forum: FIRE and Money 06-07-2019, 08:03 PM
Replies: 114
Views: 8,010
Posted By Travelfreek
Trustee of trust - unknown particulars

California is the state. So, things got even more interesting since I last posted. Just found out a couple of hours ago that my sis (trustee) is the beneficiary on a $200k IRA all by herself. My...
Forum: FIRE and Money 05-30-2019, 10:19 PM
Replies: 114
Views: 8,010
Posted By Travelfreek
She owns a home in the same town as our DBís home...

She owns a home in the same town as our DBís home but rents it out. She also owns a home a couple hours away where her business is. We also learned she has other rentals. I agree if I was her i...
Forum: FIRE and Money 05-30-2019, 05:40 PM
Replies: 114
Views: 8,010
Posted By Travelfreek
So the change of address goes in tomorrow. The gf...

So the change of address goes in tomorrow. The gf met with our DBís trust atty and gave him the mail. My sis is not going to pay the atty $200 an hour to collect mail.

The gf was upset that my...
Forum: FIRE and Money 05-29-2019, 11:39 PM
Replies: 114
Views: 8,010
Posted By Travelfreek
Iím checking in with updates. The trust (house,...

Iím checking in with updates. The trust (house, bank acct, car, pourover will) was left to the 3 of us. Nothing left to gf. They dated for nearly 2 years exclusively, lived
together part time for...
Forum: FIRE and Money 05-06-2019, 06:12 PM
Replies: 114
Views: 8,010
Posted By Travelfreek
learned more today

So I learned today from my other brother that the 3 of us are beneficiaries (my sis (the trustee) my other brother and myself). I agree with you all to not disclose anything of the financial nature...
Forum: FIRE and Money 05-06-2019, 12:48 AM
Replies: 114
Views: 8,010
Posted By Travelfreek
Trustee of trust - unknown particulars!

So my brother passed away this morning to cancer after a brave battle (17 month) ! Heís a lifelong bachelor and my sis is the trustee for his revocable trust. He didnít share details of his assets...
Showing results 1 to 25 of 125

 
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