Search found 5 matches

by SlowLane
Tue Jul 05, 2016 3:34 pm
Forum: Investing - Help with Personal Investments
Topic: HSA - Can you withdraw from the HSA an amount equal to my past medical expenses?
Replies: 39
Views: 3650

Re: HSA - Can you withdraw from the HSA an amount equal to my past medical expenses?

If you plan to use the HSA as an IRA by saving your receipts forever, you better scan the receipts and back them up. After 6 years my original receipts faded into Illegibility and could not be used.
by SlowLane
Fri Dec 28, 2012 12:42 pm
Forum: Personal Finance (Not Investing)
Topic: Retiree Portfolio Model
Replies: 258
Views: 93642

Re: Retiree Roth Conversion Decision Model

Thanks for your diligent work BigFoot! You have helped me figure out the optimal ages for SS in my circumstance.
by SlowLane
Sun Nov 18, 2012 2:44 pm
Forum: Personal Finance (Not Investing)
Topic: Retiree Portfolio Model
Replies: 258
Views: 93642

Re: Retiree Roth Conversion Decision Model

:thumbsup :thumbsup

Two thumbs up from me! Version 5.5 is great! I like the "Start Year" for withdrawals - it is a very good solution. And the additional tax brackets make your model more robust. Great job BigFoot!
by SlowLane
Fri Nov 16, 2012 9:41 am
Forum: Personal Finance (Not Investing)
Topic: Retiree Portfolio Model
Replies: 258
Views: 93642

Re: Retiree Roth Conversion Decision Model

:D BigFoot, you are on the ball! You provide better support than commercial software vendors! Strategies for Tax-Efficient Retirement Withdrawal is a whole other topic. Here is one link: http://www.fpanet.org/journal/CurrentIssue/TableofContents/TaxEfficientRetirementWithdrawalPlanning/ The above ar...
by SlowLane
Thu Nov 15, 2012 1:58 pm
Forum: Personal Finance (Not Investing)
Topic: Retiree Portfolio Model
Replies: 258
Views: 93642

Re: Retiree Roth Conversion Decision Model

:happy Bigfoot, thanks for your Roth Model. It is a very good tool for learning about Roth IRAs and the tax situation. My question was "how much should I convert in 2012, before the 2013 tax increases?" I had to do some fiddling, but I arrived at the answer using your Roth Model. You did a...

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