LisaMA’s Activity

Wed Apr 10

NL

Boards Post

LisaMA replied to the Tax Strategies board. 4:23 PM

Re: Long term, short term

thanks, AJ, for the info and the link!

Lisa
in MA

NL

Boards Post

LisaMA posted to the Tax Strategies board. 2:30 PM

Long term, short term

I have a stock, DWDP, that spun off some shares of DOW, so now I own that as well. This just happened. I want to sell my DOW shares, and I'm curious if that will be considered long term or short term. The DWDP is long term. I didn't buy DOW, [more]

Wed Mar 20

NL

Boards Post

LisaMA posted to the Retirement Investing board. 10:43 AM

RMD Jan/Dec question

Here's my story -- I was taking my beneficiary RMD every year in Jan. My financial advisor said, take it in December, your money will get to grow all year. Then I forgot. The IRS forgave me, but it was a pain in the butt. And now I'm back to [more]

Thu Feb 28

NL

Boards Post

LisaMA replied to the Tax Strategies board. 10:34 AM

Re: Cost of getting taxes done

Hey, All --

Thanks for the suggestions and support. I like the idea of pretending to do this years taxes and seeing if I get the same results as my cpa. And also seeing my comfort level as I work through it. Great idea!

Lisa
in [more]

Wed Feb 27

NL

Boards Post

LisaMA replied to the Tax Strategies board. 5:22 PM

Re: Cost of getting taxes done

<< . As to an alternative to costly tax prep.....have you considered TurboTax at about $40? If your income is primarily from wages or Social Security, a pension and IRA withdrawals, figuring your tax with a standard deduction should be pretty [more]

Tue Feb 26

NL

Boards Post

LisaMA posted to the Tax Strategies board. 8:47 PM

Cost of getting taxes done

Just had my taxes done and got the bill which went from $625 last year to $775 this year. They charge by the hour, and I live in an expensive area, but I really thought my cost would go down, given that I am now taking the standard deduction and no [more]

Sun Jan 27

NL

Boards Post

LisaMA replied to the Retired Fools board. 4:58 PM

Re: Now a Retired Fool!

and, about SS, I think Jan will earn enough money this year as to not qualify for all of her (reduced) benefit anyway

in terms of break even point, I actually don't think she will live that long. her parents have (now 86 and 90) but Jan [more]

NL

Boards Post

LisaMA posted to the Retired Fools board. 12:08 PM

Now a Retired Fool!

We are now officially retired! Those with a good memory will say "but isn't your wife still working part-time?" Yes she is, 10 hours a week, but we both consider ourselves in retirement mode. We just got back from spending two months in [more]

Fri Dec 7

NL

Boards Post

LisaMA replied to the Retirement Investing board. 7:10 PM

Re: Merrill Edge

And speaking of ME, I originally got the 600$ bonus, but when I made another large deposit (a transfer of an IRA, I think), I asked if I could get another bonus, and though it wasn't the full $600, it was a nice it just for [more]

NL

Boards Post

LisaMA replied to the Retirement Investing board. 1:48 PM

Re: (Safe) Withdrawal, keeping track

thanks again for the answers and questions and considerations!

this list is great place!!


Lisa
in MA

Thu Dec 6

NL

Boards Post

LisaMA replied to the Retirement Investing board. 6:28 PM

Re: (Safe) Withdrawal, keeping track

thanks for the helpful responses!

I feel like I have a handle on it now.

But Wait! A new question:

Let's say I take my RMD (beneficiary, I'm still in my 50's) and decided to have taxes withheld. So I request [more]

NL

Boards Post

LisaMA posted to the Retirement Investing board. 3:19 PM

(Safe) Withdrawal, keeping track

So it's about time for us to start spending our money, now that we are almost in (semi) retirement. And I have a few questions:

We are planning to withdraw 2-3%. We don't need to take the "standard" 4% SWR since my wife has [more]

Wed Oct 31

Stock Advisor Boards Post

LisaMA replied to the Stock Advisor boards. 12:39 PM

Tue Oct 30

Stock Advisor Boards Post

LisaMA replied to the Stock Advisor boards. 8:49 PM

Fri Oct 26

Stock Advisor Boards Post

LisaMA replied to the Stock Advisor boards. 5:07 PM

Sat Oct 20

NL

Boards Post

LisaMA replied to the Retirement Investing board. 10:06 PM

Re: Bond Alternatives

GWP -- I checked out VWEAX and it's got my attention. Thanks for mentioning it!

Lisa
in MA

NL

Boards Post

LisaMA posted to the Retirement Investing board. 7:49 PM

Bond Alternatives

A new thread off the previous one --

I don't have any bonds, but that doesn't mean I don't have some fairly stable money. I have a bunch of annuities, and after the fees, they have a guarantee of 3.5 - 4% growth/year. I have two [more]

Fri Oct 12

Stock Advisor Boards Post

LisaMA replied to the Stock Advisor boards. 4:15 PM

Thu Oct 11

Stock Advisor Boards Post

LisaMA replied to the Stock Advisor boards. 10:15 AM

Tue Oct 2

Stock Advisor Boards Post

LisaMA replied to the Stock Advisor boards. 4:30 PM

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Two stars, 250 posts
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