Recent content by kch130

My Dad passed away unexpectedly in 2020 and my Mom has dementia. Dad was an active investor all of his life. As his POA, Executor, etc, I get frequent mailings that offer participation in various class action suits. The problem is that I don't think I have any records that would tell me if they...

Thank you cathy63, you understand. I'm going to re-read all of the kind responses and, with some documents being provided by my old CPA, I think I'll be able to navigate this mess.

Regarding IRA contributions I have the following types spanning 1990 to 2020: 1. Traditional converted to Roth 2. Roth 3. Roth recharacterized as Traditional when I found I exceeded limits 4. Traditional, non-deductible 5. Roth conversion Problem is that money has been moved from one firm to...

CPA electronically filed in late March. Fed refund $16K. Website kept saying "processing" until recently, when it said "Your return has been amended and you refund has been changed to $0. A letter confirming this will be mailed June 15." No letter has yet arrived and the CPA said she can't do...

Thank you everyone for the kind responses. To answer a couple questions, my work uses the seniority system and, while I won't be in danger of a layoff, there are others below me who are. In fact, one of the reasons behind the early-out package was supposedly to lessen the odds of furlough if...

Hello All, 52, DINK, always had an unwritten goal to FIRE in the 53-55 timeframe. Due to COVID, my company just announced an early-out package. Three years at 2/3 pay plus two years of no-cost healthcare. I must decide in two weeks to apply for this or not. After building a spreadsheet, the...