Search results

  1. S

    ACA Plans Updated for 2022

    HealthSherpa and Healthcare.gov have been updated with ACA Healthcare plans for 2022
  2. S

    Issues with Building a Home Without a Loan

    We are thinking of building a home without financing. We have never built a home before. We plan to hire a builder and don't plan to do any of the work ourselves. We already own the land. I'm looking for input on what challenges or risks this may create. Will we have difficulties finding a...
  3. S

    HealthSherpa Updated for 2021

    HealthSherpa has 2021 info available for ACA Plans and Subsidies.
  4. S

    Shopping Insurance

    We spend a good chunk each year to insure our house, cottage, vehicles, boat, and ATV. We have been with the same insurance provider for over 30 years and have always been very satisfied with them. However, I'm thinking it makes sense to shop our insurance needs to find out if there are better...
  5. S

    Not Complicated Estate Tax Return Question

    I was my mom's guardian and am now the personal representative for her estate. The assets include a small non-interest bearing checking account and the home that will be transferred to her husband. Unfortunately, by the time I realized mom hadn't added her second husband to the deed, she was...
  6. S

    Benefit of Segregating Roth Conversions?

    I retired in 2017 and did my first Roth Conversion. I am planning to do significant Roth Conversions in 2018 and each of the next several years. In researching old threads, some folks recommended putting each Roth conversion into a separate account. I can see that might simplify things if a...
  7. S

    Do Mutual Funds Distribute Losses

    Vanguard Precious Metals and Mining Fund is significantly changing it's investment objectives and strategies as well as fund managers. We have owned this fund for several years and have a sizeable unrealized long-term capital loss. So, I'm thinking that as the fund realigns its investments to...
  8. S

    1099R Roth Conversion Issue

    On December 26, 2017, my first Roth conversion was completed within my 401k plan. I didn’t get a 1099. Since mid-February, I have had several conversations with the Plan Administrator. Each time, I was told a re-print was being mailed. Today I was told that I will not get a 1099 for this...
  9. S

    Order of accounts for Roth Conversions?

    DH and I retired in 2017 with no Roth IRAs and 75% of our nest egg in tax deferred assets. We plan significant Roth conversions starting in 2018. I’m wondering if there is a benefit to converting accounts in any particular order (biggest first, pro-rata based on balance, etc.). I would be...
Back
Top Bottom