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Re: Henry Hebeler's Autopilot Withdrawal method

A very conservative approach. Actually far more conservative than using some of Hebeler's retirement/spreadsheets that have been around for years.
by stevelb
Sat Aug 10, 2013 4:20 pm
 
Forum: Investing - Theory, News & General
Topic: Henry Hebeler's Autopilot Withdrawal method
Replies: 2
Views: 728

Re: Variable Percentage Withdrawal

Thank you for this excellent tool and your continued work and modifications. Very much appreciated.
by stevelb
Mon Aug 05, 2013 4:55 pm
 
Forum: Investing - Theory, News & General
Topic: Variable Percentage Withdrawal (VPW)
Replies: 493
Views: 60445

Plan D drugs

Used the Medicare website and found a number of Plans that cover my meds. A significant difference between the lowest and highest cost plan. I don't want to use either Walmart or CVS. Elimating those two is there any reason not to choose the lowest cost plan? After using the Medicare tool, why would...
by stevelb
Fri Mar 15, 2013 4:38 pm
 
Forum: Personal Consumer Issues
Topic: Plan D drugs
Replies: 6
Views: 511

Re: It looks as though the BoA site is down again...

Actually, I had some trouble with BoA site yesterday. Was ok today.
by stevelb
Tue Dec 11, 2012 9:27 pm
 
Forum: Personal Finance (Not Investing)
Topic: It looks as though the BoA site is down again...
Replies: 9
Views: 344

Re: Investing in parking lots

If you have clout in Chicago, you can make a fortune!!!!
by stevelb
Wed Aug 01, 2012 11:08 am
 
Forum: Personal Finance (Not Investing)
Topic: Investing in parking lots
Replies: 9
Views: 1454

Just learned that my village is raising water rates by 4.5%. Real estate taxes never seem to decrease. Bought a Dove bar the other day and it was clearly smaller than it used to be. Both baseball teams here raised ticket prices. Last year special bus to ball park was $3; this year $4. Could go on an...
by stevelb
Mon Apr 20, 2009 12:17 pm
 
Forum: Investing - Theory, News & General
Topic: Year-over-Year Deflation is Real
Replies: 45
Views: 5775

If the situation is that the retiree does not need extra risk, this has to mean under present circumstances that the original AA was too risky and it might be that the investor would choose to not rebalance now. This would mean an explicit decision to change the AA plan to a lower equities allocati...
by stevelb
Tue Nov 18, 2008 2:00 pm
 
Forum: Investing - Theory, News & General
Topic: Rebalancing Vs Not Rebalancing
Replies: 26
Views: 3757

My take away from your post, Taylor, is that if you were a retiree who has seen his equity/fixed income ratio get slightly out of line as a result of recent maket action, you would not rebalance at this time especially if the retiree had sufficient assets so that he didn't need the extra risk involv...
by stevelb
Tue Nov 18, 2008 8:55 am
 
Forum: Investing - Theory, News & General
Topic: Rebalancing Vs Not Rebalancing
Replies: 26
Views: 3757

I am retired. I am almost at the top of my bond/equity allocation band. If I go over, which seems almost certain, I will dollar cost average over a six month period or until I am 5% below my upper band with weekly equity buys.
by stevelb
Sat Oct 25, 2008 8:01 pm
 
Forum: Investing - Help with Personal Investments
Topic: Anyone increased their equity allocation?
Replies: 125
Views: 20738

Illinois does not tax distributions from IRA's, so there would not be any tax on a conversion.
by stevelb
Sun Jun 29, 2008 11:18 am
 
Forum: Investing - Help with Personal Investments
Topic: Which states do not tax conversions to Roth IRA?
Replies: 15
Views: 3747

You mean that Brinker is going to take a few minutes off from promoting his news letter to allow you to promote some new book. LOL
by stevelb
Tue Feb 26, 2008 11:19 pm
 
Forum: Investing - Theory, News & General
Topic: For those interested Radio Interview with Bob Brinker
Replies: 48
Views: 12564

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