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  1. J

    Another analysis: Why Early Social Security Provides the Greatest Spousal Benefit

    "I want my spouse to have a solid financial foundation in her twilight years after I am gone. Therefore I plan to collect social security as early as possible and dump that income into an index fund. This will help avoid the virtually guaranteed loss that delayed Social Security offers for the...
  2. J

    Technical Question about blocking threads that are not of interest

    Is there any way to exclude certain threads from showing up when I log in? For instance I'm not interested in the pet peeve thread or the covid threads. Can I block those from showing for me?
  3. J

    Anyone Regret doing a Roth Rollover ?

    Lots of data on why or why not to do Roth Rollovers but what I would really love to hear, anyone regret doing an IRA to Roth rollover. And if you did why?
  4. J

    Can we talk about how taxes changed for you after a spouses' death?

    We are well on our way to retirement. Already achieved FI. One theme that keeps coming up is that taxes eat up a bigger chunk after a spouse passes. So right now our income is a combination of a COLA pension+invested assets. Upon my spouses death, I will get 60% of the COLA'd pension plus...
  5. J

    For Roth Rollovers...How long does it take

    I recently submitted paperwork to roll a 401k to my Roth from my old employer. There is a link that says track my rollover. How long does this take? It's been 4 days-seems like there is some lag time there... Also for those of you who have rolled personal RA's at Vangard to Roths at Vanguard...
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