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Possible earlier retirement...

I've been planning on retiring at 50 for quite some time (30+ years) and am now 18 months away from my 50th birthday. The situation at work continues to worsen and I may have to exit earlier than expected. Financially I'm not terribly concerned about retiring a bit earlier than planned but I would l...
by davidr-va
Sat Jun 29, 2013 10:32 am
 
Forum: Investing - Help with Personal Investments
Topic: Possible earlier retirement...
Replies: 12
Views: 1874

Rebalancing Tax Implications

First, thanks for all the excellent advice I've received here. As a result of that I now have a very nice plan for my investments that's 50/50 stocks and bonds spread across taxable and tax advantaged accounts. I am having a slight issue with getting all the way there though... In my tax advantaged ...
by davidr-va
Sat Jun 29, 2013 10:02 am
 
Forum: Investing - Help with Personal Investments
Topic: Rebalancing Tax Implications
Replies: 3
Views: 211

Re: Brokerage Account for 16 Year Old

Thanks for the great replies. She's already a great saver and has set aside a fairly good bit of money from her allowance, birthday gifts, etc. I'm quite proud of her. We do plan on saving up the $5/week to make a larger buy and minimize fees. She's only putting in $100 because she's not quite sure ...
by davidr-va
Fri May 31, 2013 11:12 pm
 
Forum: Investing - Help with Personal Investments
Topic: Brokerage Account for 16 Year Old
Replies: 6
Views: 600

Brokerage Account for 16 Year Old

My daughter is 16 years old and wants to start investing. I've talked to her about index funds, low cost, etc. and want to get her started. Any advice on the best way to do that with pretty limited funds? She'll probably start with a $100 lump and then look to put $5 a week until she starts a job...
by davidr-va
Thu May 30, 2013 11:20 pm
 
Forum: Investing - Help with Personal Investments
Topic: Brokerage Account for 16 Year Old
Replies: 6
Views: 600

Re: Portfolio Advice - Early Retirement

Wow, thanks for all the good advice. I'll be digesting it and come back with more questions. On the withdrawal rate I'm not planning on a 6% rate, more like 4%. I came up with 6% return needed by creating a couple of spreadsheets to figure out how far I would draw down my taxable nest egg at various...
by davidr-va
Tue Jul 24, 2012 10:51 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Advice - Early Retirement
Replies: 6
Views: 1033

Portfolio Advice - Early Retirement

First time poster. I've been blessed with a good job and a great wife. My father retired at 50 (he was actually "rightsized", if you remember those days) when I was in my early twenties and my goal has always been to emulate his early retirement. Since then it's been my wife and I's shared...
by davidr-va
Mon Jul 23, 2012 11:10 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Advice - Early Retirement
Replies: 6
Views: 1033

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