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  1. Marc1962

    How to manage large distribution of stock in one company

    My background info: Couple 47/51, 5 kids, possible ER after windfall After paying taxes and paying off the mortgage, 56% of our assets will be in the stock of a single company. My basis will be the price at closing (likely 11/30). It's a prodigious dividend payer that has also experienced a...
  2. Marc1962

    SWR with taxable portfolio

    My background info: http://www.early-retirement.org/forums/f26/couple-47-51-5-kids-possible-er-after-windfall-51856.html Based on 47 years of retirement and the value of the portfolio after paying taxes and retiring our mortgage, the maximum constant spending power FIRECalc SWR with zero...
  3. Marc1962

    Couple 47/51, 5 kids, possible ER after windfall

    Hello, everyone. I happened upon this forum a few days ago and am impressed with the quality of discourse and abundance of information here. This seems like an excellent community, and I look forward to participating. I'm 47 and my wife is 51. Our kids are 21, 19, 17, 15, and 12. The oldest two...
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