TMFBigFrog

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TMFBigFrog replied to the Tax Strategies board. 8:15 PM

Re: 1099

Thanks kitsapkidd -

That is very valuable information I was not aware of before now. Thank you.

Regards,
-Chuck
Home Fool

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TMFBigFrog replied to the Millionaire Fools board. 9:39 AM

Re: Thanks a lot

Hi MarkR -

I’ve long felt the 4% rule was a better planning guide than a retirement spending guide. As in “a good target to save for is 25x the annual spending you need your portfolio to cover.”

The whole 50/50 stocks/bonds [more]

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TMFBigFrog replied to the iPIG Portfolio board. 9:40 PM

Re: Former iPIG Portfolio Year in Review (2021)

I think there's a risk that the inflation rate might get worse before it gets better.

I hate it when I’m right about things like that. The most recent CPI was up to 7.0%, further worsening from the prior month’s 6.8%. [more]

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TMFBigFrog posted to the Tax Strategies board. 10:40 AM

Response to offline questions

Hi Fools --

I got a surprising number of offline questions to this post: https://boards.fool.com/the-earliest-that-i-expect-to-see-th... [more]

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TMFBigFrog replied to the Millionaire Fools board. 8:43 PM

Re: Thanks a lot

how retirement on a sub-7-figure nest egg at [well below standard retirement age] was able to happen,

I didn’t actually pull the trigger, but I had put contingency plans to do just that in place during the financial crisis when [more]

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TMFBigFrog replied to the Millionaire Fools board. 10:53 PM

Re: Thanks a lot

But it sure ticks me off that no one taught me anything about building wealth before it was almost too late. And it isn’t rocket science, so it makes me feel pretty dumb that I didn’t figure it out sooner for myself.

Yeah. I consider [more]

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TMFBigFrog replied to the Tax Strategies board. 8:32 PM

Re: 1099

The earliest that I expect to see the various 1099 forms for my investment and IRA accounts is late February to the beginning of April. There always seems to be changes and corrections to the forms from the preliminary forms released in [more]