Recent content by Ole Red 29

our lawyer recommended NOT to do a trust here in Texas. Most all of our assets are TOD (including our home). He drew up a will to address the few minor assets left over. On the other hand, my in-laws had a trust drawn up in another state. It costs them thousands of dollars, but they were...

tried beta and non- beta version and nothing at the bottom of the summary page (which is where it also has been in past years). Do you show to have an advisor? I never asked for an advisor in the past, but was always assigned one. thanks,

I too called Fidelity and was told they no longer provide turbotax for free (back office), but I could get the deluxe version for $30. Then I saw this thread and went back to my fidelity account and noticed I had no assigned advisor for the first time in 20 years. I can't believe fidelity...

Guys, I'm 61, so a few years away from medicare, but close enough to start paying attention. I apologize in advance if this has already been addressed elsewhere, but reading through this thread, the question of using discount apps comes to mind. We currently have private insurance, but find...

I used Direct Pay for the first year I retired, which was very easy. However I set up an EFTPS account after that to allow me to schedule my quarterly payments for the year in advance (I schedule the first 3 and then adjust the 4th payment based on my refined income estimate). Both systems are...

mine was very similar. although it took a bit of a push from mega corp to make me actually take the leap to retirement.

+1 for Ring cameras. We use the plug in type. We have 9 installed around our property. We have had them for ~2 years with no problems.

OP here. Today is Feb 17th, the day TT was scheduled to update their form 2210 and sure enough they did. All my errors went away with the updated form. So the real story here is, as many other posters have said, be sure the software has all the updates you need before your file. Even though...

I was finalizing my taxes and noticed TT showed I owed a $28 penalty. After further review, I noticed form 2210 (quarterly tax payment penalty) was hugely wrong (even had 2020 payment schedule with 2 payments due July 15th). After a little more digging I found TT states the form won't be...

Congratulations! I remember Mondays being magical when I first retired. Three years into retirement, I still appreciate relaxing while the rest of the world ramps up for the work week, but I'm afraid I have started taking it for granted. We have found our grocery stores to be in need of...

congrats. I am nearing my 3rd year anniversary and feel the same way.

I used DirectPay my first year of retirement with no problems. The cons were you could not schedule future payments, you couldn't see a history of your payments, you had to remember when to make payments and you had to put in your ID information everytime you logged in to make a payment. Now...

For my daughter's birthday each year, I do a project at her house (with her help). One year it was building faux beams in her livingroom ceiling, another year we built cabinets around her washer and dryer, etc. It allows us to spend time together and we both enjoy projects. I wouldn't trade...

I have always been frugal. My wife has always been more of a spender. Over 36 years of marriage we have each moved toward the other where now we are less polar opposites. This has allowed us to enjoy life in the moment and still save for the future. Any time I feel my wife is overspending, I...

i moved an IRA account from Charles Schwab to Vanguard recently. Went online to Vanguard to start the process. Vanguard's system was easy and quick to make the transfer by logging into Schwab's system through Vanguard and typing in what I wanted to transfer. During the process, the Vanguard...