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I'm getting ready to make my annual Roth conversion tomorrow. I also may have not paid enough estimated taxes to cover my required withholding on total income for 2022, as I had some lumpy income and was lazy/distracted. I know that tax withholding from a Roth conversion count as paid on time...

The Federal Register released the new RMD tables to take effect in 2022. Basically it pushes the same divisors back from 70.5 to 72. Every little bit helps :dance: https://public-inspection.federalregister.gov/2020-24723.pdf

I'm on final approach to retirement in 6 weeks:dance:. Things change once I'm a *former* employee and that includes options for action on my pension. I've been with my current employer 11 years. My employer has a cash balance plan, and my cash balance is going to be ~$250K. The options within...

I have a quick question for a situation I'm advising my brother on. He is just over 59.5, has earned income over $6000 for 2018, will earn over $6000 in 2019, has a tIRA with $14000 in it, and has never had a Roth. I am advising him it might be beneficial to open a Roth before the end of 2018...

I surfed to a paper over at Morningstar: The Retirement Mirage It is mostly a financial planning puff piece, but I found some of the numbers interesting. Particularly that age 61 is currently the "magic" retirement number in that 61 is where expectations/planning best line up with outcomes. If...

Hello all, My first post. I've been lurking for a few weeks. In the last couple months I've been on a research kick, looking into retirement. I know I'm a little late with the new interest, especially around this community of retirement overachievers. Better late than never (I hope for my case)...