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Search: Posts Made By: redhead50
Forum: FIRE and Money 07-25-2020, 10:12 AM
Replies: 14
Views: 631
Posted By redhead50
pb4uski...

pb4uski (https://www.early-retirement.org/forums/members/pb4uski-18342.html),


Thanks for the suggestion. It does seem as if the stepped-up basis information should be connected to my account and...
Forum: FIRE and Money 07-25-2020, 08:49 AM
Replies: 14
Views: 631
Posted By redhead50
:dance:

:dance:
Forum: FIRE and Money 07-25-2020, 08:34 AM
Replies: 14
Views: 631
Posted By redhead50
Cool. Thanks. I assume then that the...

Cool. Thanks.


I assume then that the basis info will kick in when I sell from that account?


Red Head
Forum: FIRE and Money 07-25-2020, 08:32 AM
Replies: 14
Views: 631
Posted By redhead50
cathy63, Fantastic. That's exactly the...

cathy63,


Fantastic. That's exactly the information that I was looking for.


Your sentences:


"If the custodian is sending you a 1099-DIV, then everyone already knows it's an after-tax...
Forum: FIRE and Money 07-25-2020, 08:18 AM
Replies: 14
Views: 631
Posted By redhead50
jazz4cash, Thanks for the comeback. ...

jazz4cash,


Thanks for the comeback.


I did indeed get a (stepped-up) basis document for the funds in the account when my parent died and the trust was first created.
Forum: FIRE and Money 07-25-2020, 06:21 AM
Replies: 14
Views: 631
Posted By redhead50
Gotadimple, Thanks for the info. ...

Gotadimple,

Thanks for the info.

cathy63,

Also thanks for the response.

Here's the rub: The after-tax contributions were made by my parent before the trust was created. Except for the...
Forum: FIRE and Money 07-23-2020, 11:28 AM
Replies: 14
Views: 631
Posted By redhead50
cathy63, My typo in the initial post has...

cathy63,


My typo in the initial post has been corrected. The trust account was funded with AFTER-tax dollars. Duh.


Thanks for your response.
Forum: FIRE and Money 07-23-2020, 10:56 AM
Replies: 14
Views: 631
Posted By redhead50
What's the easiest way to tell which accounts in my portfolio are pre-tax and which a

What's the easiest way to tell which accounts in my portfolio are pre-tax and which are post-tax?

edited (sorry cathy63)


I'm retired and taking distributions from my 403(b) accounts. I...
Forum: FIRE and Money 12-22-2018, 02:19 PM
Replies: 6
Views: 726
Posted By redhead50
How to use Flexible Retirement Planner to model portfolio yields

Dtail,

Thanks for the feedback.

I tried FRP's canned investing styles initially but even FRP's Aggressive portfolio style didn't yield anything approaching the final eight year portfolio value...
Forum: FIRE and Money 12-21-2018, 01:33 PM
Replies: 6
Views: 726
Posted By redhead50
Calculating average portfolio yield

I'm in the first year of early retirement and using the (java-based) flexible retirement planner (www.flexibleretirementplanner.com/wp/ (https://www.flexibleretirementplanner.com/wp/)) to help me...
Forum: FIRE and Money 05-03-2015, 01:20 PM
Replies: 24
Views: 3,415
Posted By redhead50
Thanks: most useful for me

From that article's endnotes:

According to the SPIVA Scorecard compiled by S&P Dow Jones Indices, for periods ended December 31, 2014, 76.25% of actively managed U.S. large-cap equity funds...
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