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I did Roth conversions last year with the plan for my income to not exceed the amount that would require me to pay Medicare IRMAA surcharges(I turn 65 in two years). After I received my final dividend payment in December 2023, I did a final Roth conversion to take my income to about $1000 below...

I recently retired and am currently in escrow to buy a new home in an area up the coast from where I currently live. Since I am buying the new place before I sell my current home, I figure I would use my taxable account to buy the new home and then put the money back when I sell my old home. I...

Hi Forum Members, I’ve posted my situation here previously, but that was two years ago. Based on what I have been reading here over those past couple years and what FIRECalc says, I think I am good to go. Recent changes in my j*b have made my current situation intolerable, so I am very eager...

The following article that makes suggestions on how to avoid one-more-year syndrome. It doesn't contain information that has not already been posted here, but provides a good summary. How to Avoid Working One More Year - On Retirement (usnews.com)

I saw an article on the Morningstar web site and figured to share it. While it does not say anything new, I like that it emphasizes the power of being flexible. Is 3% the New 4%?

Hi Forum Members, I’ve enjoyed reading the posts in this forum for the past month and signed up last week. The posts on this site, along with other research I’ve done, has given me plenty of information on things to consider for early retirement. I’m a 53 year old single guy living in...