Search found 8 matches

by dennisswal
Sat Mar 20, 2021 6:52 am
Forum: Personal Investments
Topic: Compare naming Trust vs individuals as IRA beneficiaries
Replies: 63
Views: 4311

Re: Compare naming Trust vs individuals as IRA beneficiaries

I would recommend Ed Slott's new book that just came out recently. I just finished it, and it covers this issue in depth.

"The New Retirement Savings Time Bomb".
by dennisswal
Sat Feb 20, 2021 7:37 am
Forum: Personal Finance (Not Investing)
Topic: Has anyone had a TurboTax return that included a form 1116 accepted?
Replies: 210
Views: 11512

Re: How long is the IRS taking to accept returns

I used FreeTaxUSA this year. Filed on February 10th and got the message that both Federal and State were accepted early on February 12th. My Federal refund is being deposited into my checking account at my credit union on February 22. The pending deposit showed up February 19th when I logged into my...
by dennisswal
Sat Feb 20, 2021 7:26 am
Forum: Personal Finance (Not Investing)
Topic: Filing Taxes for the First Time Independently
Replies: 24
Views: 1696

Re: Filing Taxes for the First Time Independently

I used Turbo Tax for 6 years and it worked well for me. I switched to FreeTaxUSA this year. 2020 was my 1st year of full retirement and my taxes are not complicated. 1099-R, 1099-INT, and 1099-DIV plus Social Security for income and taking the standard deduction. I put my info into both programs and...
by dennisswal
Sat Aug 05, 2017 7:25 am
Forum: US Chapters
Topic: Roll Call for the Retirement Class of 2018!
Replies: 388
Views: 82276

Re: Roll Call for the Retirement Class of 2018!

I will be a 2018 (September) retirement member also and can't express what impact being a bogle head has meant to me and how it's helped me achieve our goals for retirement. We are basing our decision on both being 65 and on Medicare. My wife is retired already, but I don't have the desire to pay CO...
by dennisswal
Mon May 08, 2017 7:06 am
Forum: Personal Consumer Issues
Topic: How do Bogleheads buy cars?
Replies: 117
Views: 20192

Re: How do Bogleheads buy cars?

I have purchased 2 Honda's new in the last 4 years and did everything on the internet. You need to know exactly what you want. Probably easier with a Honda, since very few options and packages. I purchased a 2016 CR-V on December 31, 2015 and got internet bids from 5 Honda dealers within 75 miles of...
by dennisswal
Sat Aug 20, 2016 4:57 pm
Forum: Personal Finance (Not Investing)
Topic: Fee-only financial advisor/planner
Replies: 19
Views: 3847

Re: Fee-only financial advisor/planner

There is a Garrett person in Verona. I think her business is called "Fiscal Fitness". I met with her 2-3 years ago and was impressed. I just didn't the service, but will return if I decide I need help.
by dennisswal
Thu Jul 28, 2016 9:07 pm
Forum: US Chapters
Topic: Wisconsin - Madison Meetings - Master Thread
Replies: 158
Views: 73303

Re: Wisconsin - Madison Meetings - Master Thread

What time is the August meeting? It will be my 1st time. Long term follower of the forum.
by dennisswal
Tue Jul 12, 2016 8:47 pm
Forum: US Chapters
Topic: Wisconsin - Madison Meetings - Master Thread
Replies: 158
Views: 73303

Re: Wisconsin - Madison Meetings - Master Thread

I am a long time follower of the Boglehead forum. I just never noticed this part of the forum. I would like to take part in the Madison group if that's possible. Thanks!