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I sold my house yesterday, after living here 26 years. I'm moving to the next state, buying a new house there, fighting a head-cold, and helping my best friend with recovery from recent (fortunately, minor) surgery. So, I'm a bit backed up in responding. Here's a start:

I guess this is another point to bring up with the OPR programmers. Can they provide the user with an opportunity to choose or mix and match withdrawals from taxable and tax-deferred at the same time? Did you ask them to do so?

I haven't asked them just this question. You might send it to them through the ORP site. (You or I might invite ORP's chief guy over here to read this discussion.) They welcome response and plan continuing enhancements of ORP. Unfortunately for me, they plan eventually to charge for access to ORP. That'll wreck my plan of recommending it to people, because it no longer looks disinterested on my part. Anyway, if you send in your reactions to ORP, you'll apparently get on a list of people who have free access to ORP for another year.

I will leave some funds to charity and, for the same reasons you articulate, it wouldn't take much to convince me that the Taxpayer's Union should be one of my beneficiaries.

Wonderful if you do. But be careful -- the National Taxpayers Union is not tax exempt but the National Taxpayers Union Foundation is tax exempt. NTU separates is advocacy in one organization from its tax-free education efforts in another, although the two organizations share facilities in Alexandria, Virginia. for National Taxpayers Union "the donors guide to the charitable universe" is useful for checking on tax-exempt status Also, there may be some advantage in splitting your IRA accounts, so that an IRA that goes to a charity (with infinite life expectancy) does not also have a living heir (with finite life expectancy).

More on Solver and Excel later, when my head is clearer.

Be well,

the Sniffling Chips, who wishes he were riding a bicycle down Haleakala's slopes right now

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When Life Gives You Lemons
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