Forum: FIRE and Money
12-29-2020, 06:21 PM
|
|
Replies: 66
Views: 4,847
|
|
Forum: Other topics
08-20-2020, 11:32 AM
|
|
Replies: 2
Views: 216
Secure act for Domestic Partner
The Secure Act basically eliminated the “stretch” provision for non-spouse beneficiaries, the ability to pass a Roth IRA to another person who would keep it for their life than pass it on to the next...
|
|
Forum: FIRE and Money
08-14-2020, 07:27 AM
|
|
Replies: 20
Views: 1,090
I am 73 and do not have an HSA account. A huge...
I am 73 and do not have an HSA account. A huge mistake that can’t be corrected after the age of 65! I just checked with Fidelity and if I also had an HSA account with them, I could manage it just...
|
|
Forum: Other topics
07-23-2020, 08:26 PM
|
|
Replies: 15
Views: 517
Adjusting investment prior to an election
There are some major differences in the way that the current candidates are approaching various segments of our economy. Each candidate has, in my opinion, segments of the economy that will do...
|
|
Forum: FIRE Related Public Policy
07-12-2020, 10:08 AM
|
|
Replies: 230
Views: 16,731
|
|
Forum: Other topics
07-11-2020, 07:50 PM
|
|
Replies: 9
Views: 551
SecondCor521,
Thanks again for making...
SecondCor521,
Thanks again for making me look into what I called the Back Door contribution. In some ways that might be the case if you are doing the conversion after the age of 59 ½ , but...
|
|
Forum: Other topics
07-09-2020, 02:19 PM
|
|
Replies: 9
Views: 551
|
|
Forum: Other topics
07-09-2020, 01:04 PM
|
|
Replies: 9
Views: 551
Roth inheritance
As I understand the laws on this:
My partner and I have both owned our Roth account for more than 5 years, so the 5 year rule does not apply. We can each set up our wills so that the other...
|
|
Forum: Other topics
06-27-2020, 09:58 AM
|
|
Replies: 0
Views: 292
Break Even SSB based on Lifestyle
Most of the Break Even posts that I see are based on the Gross Social Security Benefits that you receive from the government. Some are adjusted for inflation and other things, but I prefer to do my...
|
|
Forum: Stock Picking and Market Strategy
03-17-2020, 02:24 PM
|
|
Replies: 4
Views: 359
|
|
Forum: Stock Picking and Market Strategy
03-17-2020, 10:39 AM
|
|
Replies: 4
Views: 359
Back Door Roth Conversion Time
In June 2016, when Britain dropped out of the European Union, BREXIT, I asked the question on line, I know the market is going to drop, how can I take advantage of that? I was advised that it was a...
|
|
Forum: FIRE and Money
12-27-2019, 11:19 AM
|
|
Replies: 2
Views: 580
I went to my local Social Security office today...
I went to my local Social Security office today and they were totally useless. I can call them to get the current PIA we are interested in, but I have no idea if they will give me the 2019 or 2020...
|
|
Forum: FIRE and Money
12-26-2019, 01:29 PM
|
|
Replies: 2
Views: 580
Conversion from Survivor to Personal SSB
The average COLA adjustments for SSB over the past 10 years has been 1.47% while the national AWI, Average Wage Indexing, series used for the initial calculation of your PIA has grown by an average...
|
|
Forum: Stock Picking and Market Strategy
12-17-2019, 12:14 PM
|
|
Replies: 70
Views: 32,755
|
|
Forum: FIRE and Money
12-09-2019, 06:07 PM
|
|
Replies: 395
Views: 50,396
Pb4uski, Ah YES … your one-trick pony is...
Pb4uski, Ah YES … your one-trick pony is back!
RunningBum, Yes most of my posts relate to avoiding the double taxation of SS and other income.
Audreyh1, The triple taxation of...
|
|
Forum: FIRE and Money
12-09-2019, 11:23 AM
|
|
Replies: 395
Views: 50,396
|
|
Forum: FIRE and Money
12-09-2019, 11:13 AM
|
|
Replies: 395
Views: 50,396
|
|
Forum: FIRE and Money
12-09-2019, 08:18 AM
|
|
Replies: 395
Views: 50,396
Line 5 on your 1040 tax return can be extremely...
Line 5 on your 1040 tax return can be extremely costly during retirement. Box 5a asks how much did we get from Social Security and box 5b asks how much of your Social Security Benefits are taxable...
|
|
Forum: Other topics
12-29-2018, 11:25 AM
|
|
Replies: 26
Views: 1,433
|
|
Forum: Other topics
12-29-2018, 03:45 AM
|
|
Replies: 26
Views: 1,433
|
|
Forum: Other topics
12-28-2018, 05:52 AM
|
|
Replies: 134
Views: 99,777
Parallel Taxation
The admins just told me where I could post this on our forum.
Hello to all my friends at Early Retirement. As I retired in the United States I came to realize that the delayed / deferred...
|
|
Forum: Other topics
12-28-2018, 04:38 AM
|
|
Replies: 26
Views: 1,433
Proper word for how we get Social Security?
I’m working on a personal webpage and I want to use the correct terminology when I talk about how we get our Social Security, and LTCGs, tax free, then pay taxes on them later as our other income...
|
|
Forum: FIRE and Money
12-04-2018, 09:06 PM
|
|
Replies: 57
Views: 6,631
|
|
Forum: FIRE and Money
11-23-2018, 04:06 PM
|
|
Replies: 57
Views: 6,631
|
|
Forum: FIRE and Money
11-21-2018, 09:23 PM
|
|
Replies: 57
Views: 6,631
the excel equation for G3 is...
the excel equation for G3 is IF(SUM(B4:B6),TRUE(),FALSE()),
if the sum of the currency values under the Spouse heading in column B, set G3 to TRUE else set it to false. I3 merely equals G3.
...
|
