Asset Allocation Strategy 5 Years from Retirement
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...
Join a community of people optimizing their lives, building wealth, and pursuing financial independence together.
Any recommendations for a fee only financial planner that you've used to determine if you're ready to call it quits? Looking for someone with the FI mindset that will understand what we are looking to do and tell us honestly if we're ready or what we need to do to be ready.
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...
Has anyone calculated the actual probability of sequence of returns risk mattering? I’m a probability guy and if there’s...
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...
Hello- I’m a newbie here and have achieved FI. I’ll be quitting my job soon and retire. I have significant amount for ca...
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...
I am not retired yet, but expect to be in about a year. For the past 6 months I've been renting an apartment since I got...