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$ Gift To Grandson ?

Hello, Sr. Citizen now, very, and would appreciate any advice or opinions on the following. Hate to admit it, but I mis...
1 comments posted 10yrs
posted by rgsros
1 comments posted 10yrs posted by rgsros

capital losses vs HC premium tax credit

Bad years for stocks give you tax flexibility by realizing gains minus-ed out by varying losses. At least assuming the...
4 comments posted 10yrs
posted by dumbstruc
4 comments posted 10yrs posted by dumbstruc

Social Security grace year & non-service month

I worked Jan/Feb then retired end of Feb 2013 & cashed in annual/sick leave. I started receiving Social Security in Mar...
1 comments posted 10yrs
posted by jenn.marie.hansen
1 comments posted 10yrs posted by jenn.marie.hansen

Roth Conversion 5-year Rule

I have a Roth IRA that contains regular contributions, conversions from both deductible and non-deductible IRA contribu...
2 comments posted 11yrs
posted by woessner
2 comments posted 11yrs posted by woessner

Lower Cost Corporate Trustee?

I have googled and found discussion of this company: http://www.fiduciarypartners.com/services/. From my reading,if the...
0 comments posted 11yrs
posted by honda.lioness
0 comments posted 11yrs posted by honda.lioness

Least Expensive Corporate Trustee

Can anyone recommend a financial institution for its inexpensive fees for being a Co-Trustee? US Bank has been the corp...
2 comments posted 11yrs
posted by honda.lioness
2 comments posted 11yrs posted by honda.lioness

Social Security basics -- and WEP and GPO

Wrote this about a month ago and thought folks here might find it helpful: Debunks a few myths about Social Security up...
1 comments posted 11yrs
posted by mifp
1 comments posted 11yrs posted by mifp

Rental House: Keep or Sell?

My long-term tenant is finally moving out of my rental house and I am again faced with the decision of keeping it or se...
8 comments posted 11yrs
posted by woessner
8 comments posted 11yrs posted by woessner

RE: IRA Tax

My wife, when she retiured in 2006, rolled over her IRA into a bank sponsered IRA. She invested $15,600 +/- at the time...
5 comments posted 11yrs
posted by rwwink
5 comments posted 11yrs posted by rwwink

RE: IRA Value

Yje wife is 73 and I am 69. She has an IRA that was strated by one of the companies she worked for before she retired @...
1 comments posted 11yrs
posted by rwwink
1 comments posted 11yrs posted by rwwink