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Re: Retrieving Post-Tax Contribuitions from IRA

Alan S., thanks good catch. Typo there...I started in 1984 but left the organization in 2003.
by LFrugal
Tue Mar 25, 2014 2:08 pm
 
Forum: Investing - Help with Personal Investments
Topic: Retrieving Post-Tax Contribuitions from IRA
Replies: 6
Views: 270

Retrieving Post-Tax Contribuitions from IRA

Bogleheads, Just turned 65 and will retire in the next 6 months. I'm in the process of examing my IRA portfolio withdrawal strategy. I have a question I could use some guidance on. Thirty years ago I was able to contribute an additional $6600 in post-tax contributions to my employer's 401-k plan. Up...
by LFrugal
Tue Mar 25, 2014 11:19 am
 
Forum: Investing - Help with Personal Investments
Topic: Retrieving Post-Tax Contribuitions from IRA
Replies: 6
Views: 270

Re: What do early retirees actually do in Florida?

they go out to dinner at 5 pm

Don't all good Bogleheads hit the half-price early birds in Florida?
by LFrugal
Fri Dec 06, 2013 3:08 pm
 
Forum: Personal Consumer Issues
Topic: What do early retirees actually do in Florida?
Replies: 238
Views: 14813

Fee only advisor?

I'm looking to retire at the end of the year and am contemplating buying an hour or two of time from a fee only advisor for a review of my situation and to reassure me I'm ready to go. My objective is to make sure I've thought of everything, got answers to basic questions and everything lined up pro...
by LFrugal
Thu Apr 25, 2013 11:27 am
 
Forum: Personal Finance (Not Investing)
Topic: Fee only advisor?
Replies: 3
Views: 365

Re: Municipal Bond Rules Changing?

I'm guessing what would likely happen here is investors will simply demand a higher yield and state and local governments would suffer and would be forced to raise state and local taxes. So one may be free and clear on their federal return if under the income thresholds, yet hit right where they liv...
by LFrugal
Wed Mar 13, 2013 11:48 am
 
Forum: Personal Finance (Not Investing)
Topic: Municipal Bond Rules Changing?
Replies: 3
Views: 502

Municipal Bond Rules Changing?

Anyone else as concerned as I am that the federal tax exemption for municipal bonds may be in jeopardy as Washington seeks yet another source of revenue? A recent budget request would eliminate or cap the exemption on tax-exempt bonds at 28 percent, making all or a portion of the interest on municip...
by LFrugal
Wed Mar 13, 2013 11:16 am
 
Forum: Personal Finance (Not Investing)
Topic: Municipal Bond Rules Changing?
Replies: 3
Views: 502

Hitting Your Number and Reducing Your Risk

A recent post by a Boglehead who had hit his number and Rick Ferri's suggestion to now reduce risk got me searching for articles on taking money off the table once you've won the game. I cannot seem to find them. Anyone have links to them? Thanks.
by LFrugal
Thu Mar 07, 2013 4:31 pm
 
Forum: Personal Finance (Not Investing)
Topic: Hitting Your Number and Reducing Your Risk
Replies: 16
Views: 1218

Ready to Retire/Pay off mortgage?

Bogelheads, Been a frequent lurker for quite a while, view the site daily, but this is the first post I've made. Looking for some advice from forum followers whose expertise I am in awe of: I'm considering retiring now or in a year. Work for the federal government and am getting tired of the bureauc...
by LFrugal
Sat Feb 09, 2013 1:23 pm
 
Forum: Personal Finance (Not Investing)
Topic: Ready to Retire/Pay off mortgage?
Replies: 3
Views: 754

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