Before December 31, Establish Your Two-Year Plan To Slash Taxes
Major tax changes likely are on the way. It's time to plan now....
forbes.com
Nov 30 2023
Showing 50 results of 13328
The countdown to retirement begins! How did you deal with the short-timers disease?
I (56f) told my boss my retirement date today. I'm giving him 18 months warning so he can find my replacement or work out a way for me to work seasonally or as a digital nomad. So excited - I know I'l...
reddit.com
Nov 30 2023
Any good books to read on Estate Planning?
My dad passed away a couple of years ago, and the entire process of probate, inheritance, beneficiaries was a mess. The emotional effects were obviously hard enough on my mom, but this compounded ever...
reddit.com
Nov 30 2023
This is a great article on navigating the transitions in life and particularly retiring
Essentially this discusses the field and knowledge around what is called liminality. The word is derived from the Latin word threshold, going from one space or place to the next. Liminality is a quali...
reddit.com
Nov 30 2023
For those retiring before their spouses, do they act like they're jealous?
I plan on retiring from my career soon, and will work part-time in order to keep busy and avoid tapping into the 401K or SS yet since we don't have many bills to pay. We aren't rich, but certainly not...
reddit.com
Nov 30 2023
Plow social security payments back into retirement account?
My husband (66) has always been the primary breadwinner. He was laid off from his corporate job in 2004 and started his own consulting business. We've made it through, but there's never been extra mon...
reddit.com
Nov 30 2023
Lifestyle: how many TVs do you own and in which rooms?
For some retirees, TV watching becomes more of a thing. For others, just the opposite. My wife and I have just one TV, in the family room, and we’ve been fairly firm about never having one in th...
reddit.com
Nov 30 2023
Santa Claus rally came early…will it last? 231129
Episode 435: The Santa Claus rally is a seasonal phenomenon mostly driven by tax policy. Like New Year’s resolutions, it usually quickly fades…leading to the 2nd Quarter phenomenon known ...
wealthsteading.com
Nov 30 2023
How I Save Money by Living Simply in Retirement
These strategies can help you simplify your lifestyle and save money in retirement....
money.usnews.com
Nov 30 2023
The FIRE movement's younger sibling is a lot easier for retiring early—and doesn't involve 'eating rice and beans every night'
Adherents of “Coast FIRE” front-load their savings early in their career, but don’t stress as much later on. ...
fortune.com
Nov 29 2023
How Much Should I Contribute To My HSA?
A health savings account (HSA) is like a “super IRA,” so contribute as much as you can afford, subject to the IRS limits....
forbes.com
Nov 29 2023
Understanding The Benefits Of Being Taxed As An S Corp
Many of you are business owners, so you have probably heard about S Corps and the tax benefits that come from being an LLC taxed as an S Corp. However, you have only heard about half of the story, so ...
thomaskopelman.com
Nov 29 2023
October Performance: Tesla Take Down!
My main goal* was to build an investment and cash portfolio of$1,120,000* ($1,000,000 to retire on and $120,000 to pay off the house) in1500 days**, starting from 1/1/2013 and ending in February of 20...
1500days.com
Nov 29 2023
Can Routine Vaccines Reduce Dementia Risk as You Age? What Else Lowers Your Risk?
Unlike most topics which are covered here, I was hesitant to discuss the subject of vaccines because they have become so controversial. However, the October 2023 AARP Bulletinreported on an interestin...
baby-boomer-retirement.com
Nov 29 2023
How to handle retirement security anxiety?
I’m 54, self employed in a very physically demanding line of work. I like my job, but there’s no telling how long I can do it for. I’ve a little less than half what I need to retire ...
reddit.com
Nov 29 2023
Insights into retiring in Las Cruces or Albuquerque
I want to get some insight into retirement in New Mexico. I am looking at Albuquerque or Las Cruces and was wondering if anyone here has moved to either place. We are currently in AZ and it is far too...
reddit.com
Nov 29 2023
How Do I Refill My Retirement Income Floor?
Have you been wondering what you’re supposed to do when it comes to refilling your retirement income buckets? So has Michael.In this episode, I’ll go into further detail about how to do th...
rogerwhitney.libsyn.com
Nov 29 2023
VGT vs QQQ: Which is the better ETF?
VGT and QQQ are two highly concentrated ETFs in the information technology sector. VGT is an ETF dedicated to the ... Read more...
physicianonfire.com
Nov 29 2023
Charlie Munger
At the 2014 Berkshire Hathaway meeting, I was standing on the second floor of the exhibition hall when a golf cart pulled up next to me. I glanced over and saw that Charlie Munger was sitting in the p...
1500days.com
Nov 29 2023
How to Cut Your Taxes Before Year-End - 457
Last-minute tax questions answered: should Brad in Wahoo, NE save to his regular 401(k) instead of his Roth 401(k) so he can claim the American Opportunity Tax Credit? Should Jennifer and Zeke in NY s...
purefinancial.com
Nov 29 2023
Millennials are on track for better retirement than boomers, Vanguard study finds
Baby boomers may be wealthier, but millennials have benefited from a number of retirement reforms, new research shows — and they still have more time to save....
financial-planning.com
Nov 29 2023
How to Save $100k+ in Taxes for Your Retirement With Mike Jesowshek
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How to Save $100K+ in Taxes Over Your Li...
keilfp.com
Nov 29 2023
What Is the Outlook for Retirement in 2024?
Here's how to navigate inflation, potentially lower returns and changing rules for retirement withdrawals....
money.usnews.com
Nov 29 2023
What To Do About These High Interest Rates
Laura Stover, RFC®, takes on the topic of interest rates today, and how they relate to your financial future. It is important to consider the historical context of interest rates. Over the past fe...
redefiningwealth.info
Nov 29 2023
Roth 401(k) vs Roth IRA
According to Becker’s Hospital Review, 74 percent of doctors are either corporate or hospital employees. As of a 2021 study, ... Read more...
physicianonfire.com
Nov 28 2023
It’s Time To Establish Your Two-Year Plan To Slash Taxes
Major tax changes likely are on the way. It's time to plan now....
forbes.com
Nov 28 2023
Navigating tough holiday conversations with your clients
Americans live in a culture where money talks are taboo, but advisors can help clients overcome that and preserve generational wealth during the holidays....
financial-planning.com
Nov 28 2023
Medicaid Expansion: a New Option for Disabled Workers
Picture an older warehouse worker whose back pain might qualify him for a federal cash benefit for his disability. If he’s right and his application is approved, he would get the Medicare health...
crr.bc.edu
Nov 28 2023
Should You Tell Your Beneficiaries What They Will Inherit: 10 Estate Planning Tips
Should you tell your heirs what your assets are or what they should expect to inherit?...
forbes.com
Nov 28 2023
What Is Estate Planning? A Guide And FAQ For Investors
Estate planning is an often overlooked topic during the financial planning process. Here's why that's a mistake....
forbes.com
Nov 28 2023
North Carolina Taxpayers Could Be Liable For Billions If Lawmakers Fail To Remedy Provisions Of The ’24 Budget
The financial stability of the historically strong Teachers' and State Employees' Retirement System could take a dramatic turn for the worse if the legislature doesn’t act to remedy a provision ...
forbes.com
Nov 28 2023
How do you keep your brain engaged in retirement?
Since retiring I have kept busy with helping my daughter plan her wedding, which has now passed. Also started playing pickleball for regular exercise. And I am busy with a non profit helping them get ...
reddit.com
Nov 28 2023
Retire Happy: How to Navigate Your Retirement Transition with Joe Kuhn
When we think of retirement, it often evokes dreams of leisure, relaxation, and the freedom to pursue one's passions. Yet, the decision to retire is not merely about leaving a career; it's about embar...
buzzsprout.com
Nov 28 2023
Solving the Wrong Problem
My favorite story about Sam Bankman-Fried involves his time at Jane Street Capital where he built a system to get the 2016 U.S. Presidential election results before any mainstream media outlets. Bankm...
ofdollarsanddata.com
Nov 28 2023
Traditional Vs Reverse Budgeting
This week, we are revisiting our discussions on budgeting. We’ve talked in previous week’s about how I don’t budget and I personally practice reverse budgeting. In this week’s ...
thomaskopelman.com
Nov 28 2023
CIBC Investor’s Edge Review: Affordable Canadian Online Brokerage?
If you’re in search of a platform to trade stocks and ETFs online, pricing is likely a top consideration. In Canada, there are a few low-priced online brokers to choose from, such as Wealthsimpl...
retirehappy.ca
Nov 28 2023
Why Millennials Need To Earn $525,000 A Year To Feel Happy
Empower surveyed 2,304 U.S. adults about financial happiness. And one of the most fascinating data points from the survey was that Millennials need to earn $525,000 a year to feel happy! Although $525...
financialsamurai.com
Nov 28 2023
Small caps looking cheap again
Contents from freedom 35 blog. (www.freedomthirtyfiveblog.com) Small stocks, big value The stock market has been on a tear lately. The S&P 500 now has a forward P/E ratio of 18.7 which is more exp...
freedomthirtyfiveblog.com
Nov 28 2023
Roth IRA transferred to new brokerage, 5 year clock restarts?
Had recently transferred my Roth IRA to a new brokerage firm. The original Roth was opened 10 years ago with yearly contributions. Does the 5 year clock for withdrawals restart in the new Roth IRA acc...
reddit.com
Nov 28 2023
What is your thoughts on helping adult kids in these tough times?
I'm curious to see how many help their adult children out financially and with what. For instance, I help my youngest, age 24 out with rent and a couple bills right now....It's a pretty big little chu...
reddit.com
Nov 28 2023
Need help with Form SSA-44
Hello, I am retiring as of 12/31/2023 and my Medicare Part B application for 2024 has been approved. I have received notice that, based on my high income in 2022, I will have to pay a higher Part B an...
community.aarp.org
Nov 28 2023
Are you happy in retirement?
What do you like? What do you dislike (and what would you change)?...
community.aarp.org
Nov 28 2023
Do You Know What’s in Your 401(k)? If Not, You Should
A recent CNBC Your Money Survey reveals 46% of 401(k) investors are unaware of the specific investments in their workplace retirement plan.¹ Considering 401(k)s are most people’s largest as...
401kmaneuver.com
Nov 27 2023
The Affect of Earnings on Your Social Security Benefit
Photo credit: coop Your wage earnings and other income can impact your Social Security benefit in several ways. These earnings can increase the amount of your Social Security benefit that is taxable. ...
financialducksinarow.com
Nov 27 2023
Which Retirement Account Should You Tap First?
Photo credit: jb If you have multiple options of various different kinds of accounts to choose from, such as an IRA, a Roth IRA, a qualified retirement plan (such as a 401(k) plan) also known as a QRP...
financialducksinarow.com
Nov 27 2023
Early Retirement Resources 11/27/2023
I hope everyone had a great Thanksgiving! There was a lot of news on the safe withdrawal rate front this month. We’ll start by exploring the key takeaways you need to know. This month I read two...
caniretireyet.com
Nov 27 2023
How do I find a tax advisor to guide me on IRA withdrawals and Roth conversions?
I’m 65 and plan on retiring from full time employment in 26 months. I have a military pension, 900k in retirement savings (mostly in non-Roth, unfortunately), planning on drawing SS when I retir...
reddit.com
Nov 27 2023
Does anyone have any tips on how to retire but still be able to pick up "retirement" contracts?
Hi everyone I hope to leave the workforce in the next 3-4 years (will be 57ish) and move into contracting positions. I am a middle manager in software development (managing teams of 50-150 people buil...
reddit.com
Nov 27 2023
Happy Thanksgiving 2023!
Hey everyone! Did you have a good Thanksgiving? We stayed in town this year and had a relaxing holiday weekend. Mrs. RB40 cooked a bunch of side dishes and I made a beef stew. We were too lazy to cook...
retireby40.org
Nov 27 2023
Should You Roll Over Your Retirement Account to an IRA? Ep #200
When it comes to the question of rolling over a 401K or 403B to an IRA, many people fear making mistakes. It’s true, that retirement account mistakes can be costly. On this episode, we’ll ...
financialsymmetry.com
Nov 27 2023