Recent content by BubbaChris

disneysteve, I'm not particularly well educated on this, but we have similar issues. One idea to consider is being 'lumpy' with either selling your shares that have big gains, or with making contributions to a Donor Advised Fund. To me being 'lumpy' means strategically not having each year...

I lived within an 30-mile circle from age 5 to 50. Our ‘retirement’ move out of state happened almost on a whim 10 years before retirement. We had been talking about researching/visiting 3 states, but had only vacationed in one of them in recent years. We also were in a position where neither...

On a semi-related note, a few years ago I was looking up a school buddy and found he led the team at Intel that does HDCP products. And that typically means you can’t record from HDMI. It was fun seeing my friend who went from a trade school environment receive a technical Emmy. Best regards...

My challenge with TuboTax Premier this year is the way it is handling ROTH distributions. Ours are Qualified (over 59.5 and the accounts are more than 5 years old). Yet TT still wants me to calculate out the contribution amounts left in the accounts, even though it has all that data...

Home base for us became St George UT 12 years ago, we fell in love with the region while playing tourist in the 90’s. We revisit all these areas via RV now, so I won’t have lodging suggestions. Page AZ - Horseshoe Bend is worth a short visit. El Tapatio is our consistent dining out option...

Here’s a little more input based on my experience. Some ‘Simple’ trusts require you to distribute earnings to the beneficiaries each year. That means both filing the Federal 1041 and K1’s. Other trusts may give you the flexibility to have the trust earn the income and pay taxes on it (and yes...

Checking today (thanks to the digest email) and Costco has the $10 Intuit credit included at $65 for Premier and Amazon does not appear to include the credit. Thanks for the thread! Kind regards, Chris

Going into our 4th year on ACA while waiting to age into Medicare. Lost our group vision insurance in the transition out of employment. The large vision services group we worked with charged me roughly $400 for what was included previously. They are IDIOTS in that I’ve called them to see if I...

We have a home watch service that charges $45 for each visit if on a 2-week schedule, $55 if once a month. We shut off the house water main in the garage, they turn it back on to run faucets, showers, dishwasher rinse cycle, and flush toilets. Then they turn it off again. We get a written...

We did too for years, until seeing articles that touted how great the place is. The other gem that many people miss is the Jacob Lake Inn on the way to the North Rim of the Grand Canyon. The cookies they produce are some of the best I've tried. A lot of effort in this region goes towards sweet...

Even with this thread, I'm not intersteed in reading beyond the first couple of paragraphs of this Washington Post article about the current advertising for gold and silver on select media platforms. But I went ahead and setup a 'gift link' for forum members who are curious. Best regards, Chris

So glad it was a great trip for you. So many things to enjoy in this region we've adopted as our home. We buzzed through our first two trips on motorcycles, staying longer in places like Bryce the second time through based on what captured our imagination. For any foodies looking through this...

A handful of years ago when we went, we booked with Ken's Tours. We had a great time and felt they ran things well. Best regards, Chris

I am late to this thread, but I want to thank the OP for posting a current version of something I picked up earlier on our financial journey. The percentage of actual Federal tax paid by where the earners are by percentile. 88% paid by the top 25% of earners. We had a handful of really good...

I'll do what I can. In addition to the factors I mentioned initially, for someone in their 20's or 30's a 529 plan is a better place to redirect that extra $282 per $1K of tax deferred retirement savings. This assumes they have (or will have) children and they are in favor of a college...