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Hello- I’m a newbie here and have achieved FI. I’ll be quitting my job soon and retire. I have significant amount for cash $1m in CDs and MMFs, $4m between IRA and brokerage, 95% equity. Market is at all time high . Wondering where should I put my cash as I understand in not in a favorable tax posit...
I'm close to being able to leave my job, and I'm struggling so much with the way it's so counter-cultural and people wil...
The typical advice around inheritance is to pretend it doesn’t exist and treat is as a bonus if and when received. This...
How should my wife and I plan for 457 withdrawals during Roth conversion ladder? Specifically, we'll have the standard 5...
The HELPS Act allows public safety retirees to take a tax deduction of up to $3,000 annually for healthcare premiums. Ho...
If I plan to leave my job and do consulting on the side for a while, how does that work with the healthcare exchange. We...
Any recommendations for a fee only financial planner that you've used to determine if you're ready to call it quits? Loo...
I am 5 years away from retirement with an allocation now of 100% of my 401K in stocks. Every year I convert some of this...
At what point on the tax bracket does it make sense to contribute to a traditional instead of a Roth? To me, the 32% bra...
How do we account for the taxes in the 4% " Rule of thumb? If I spend 100K a year now and do a multiple of 25X, etc...