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I know there are several other retired military on this site so I am asking for some advice on planning for that. I am about 30 months from starting my terminal leave :dance:...and don't want to work after, unless I just get bored. My mil retirement should be ~55k before tax. Currently I save...

I'm looking to find a good site that includes the NIIT paid on top of capital gains. I just found out about this tax this week and it put a major dent in my plans so I need to go back and readjust. IRS website only shows this as additional medicare tax. Based on my situation and depending on...

I'm looking to put some extra cash into mutual funds that are listed at tax-exempt. Not trying to add to my tax bill. My question is do the dividends get reported to the IRS, maybe as qualified divs?

So the transfer from USAA to Schwab is now complete. As of yesterday my AA is in place. I was going to wait until the first of June but like a kid in a candy store I wanted to rush the wait. I stuck with CS funds except VTAB which I picked up at USAA since there was no like fund at CS. Time to...

I admit that since I was planning on retiring early many years ago I left my Roth IRA almost abandoned. I have contributed only 4-5 years since opening it back in 2005. Needless to say my past year low/high are only 24K-32K. I had planned on needing the money at ER so I didn't contribute. Fast...

As a newbie here, just looking for some references to learn about other types of investment options. For about 10 years I have only played with stocks and a few high yield mutual funds. I have seen references to bonds, other "funds", ETF's, equities, CDs, etc. Besides the Google searches that...

I have been pretty fortunate in the past two months of making nice gains on stocks. As of now, I plan to pay up about 12.4K of estimated taxes and leave about 800 once I file, if I make no other gains or losses for the year. My problem is why should I pay before the quarterly deadline when I...

After reading through some of the post, I notice vanguard funds keep coming up a lot. Are their funds preferred over another for any particular reason? My account is with USAA and they sold off to Schwab so I have an option to jump that ship if I want. I have about two weeks to do so. I'm...

I'm in no rush to jump back into stocks, but I have played the recent downturn to my advantage. I'm looking for long term now but with the earnings season going on I am still short on trading. While I may not have lost any in the past week there were sure opportunities missed for a 10-15K gain...

Hi all! I just found this forum today. I have been planning my retirement for more than 10 years! I am looking at full retirement in mid 2024 with a 55K pension from the military. I hope this is enough to get me by since my monthly expenses are set at 3K or 36K per year. I plan on purchasing a...