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FYI, this deal is pretty set: there is a legal contract listing all of the items, and the same terms are being offered to hundreds of people across the company. There is also a FAQ, etc. but it is unlikely that they would do any negotiation with one person when it is a detailed description...

Interesting, I found this site: https://i-orp.com which I really like for retirement planning. It suggests that, in my situation, until I reach medicare age, converting pre-tax to Roth at the rate of $20k per year is optimal (based on qualifying for ObamaCare) it then recommends converting...

My severance is lump sum --- I wish it could be otherwise but the FAQ the company provided is very specific about that. It will include one year of pay plus prorated bonus plus 40 days (8 weeks) of vacation I have saved up paid out, all in a lump sum. The total will be well more than $200k...

Actually, my thought is to do COBRA only through the end of the year (two months). Starting next year, I will have no salary so I should be able to do ACA with subsidized premiums (or am I missing something?)

My only concern is what I will do with my time after I retire. Also, since the majority of my social life revolves around my work, I will have to figure out what to do there, too. Financially, I am not worried at all.

My company is offering an early retirement opportunity for all those >=60 that would go into affect October 31 for those that take it. Since I am turning 63 on September 30, I fall into this group. The benefits are $18k in an HRA, plus 3 months up to 1 year of salary based on years of...