Recent content by leibowitzn

Thanks everyone for their super helpful comments. The very specific advice here's really great. Based on the above, I realized I should do a better job calculating my healthcare costs. I didn't know about any cliffs with regard to ACA. Are there any recommended readings on this subject? (Oh...

SevenUp, thanks for the link to the spreadsheet. It's also good to see that such a low tax bracket doesn't immediately raise alarm bells.

Koolau, thanks for the reply. Here's what I'm estimating my assets will look like when I retire (in today dollars): * 401k + Roth $963,737 * Brokearage $2,396,982 * Cash $175,742 I calculated the yearly interest income at a 0.6% rate. That's what Ally Bank offers. My naive goal is to get $30k...

Here's a screenshot from taxcaster: https://imgur.com/hv8wzy6 I'm surprised it says 12% tax bracket for 0% tax rate.

Hi, I'm working on fine tuning my retirement calculations. The part I'm stuck on is how much tax I'll be paying when I retire early. I entered my data into taxcaster and dinkytown. Intuit Taxcaster says I'll get a refund while dinkytown says I'll owe $0. Here's what I entered: * married filing...