Recent content by Born2Fish

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    2024 Investment Performance Thread

    Up 3.1% 1st quarter on 40/60 AA.
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    Heads Up: TurboTax + Fixed Income + Accrued Interest

    Glad you posted! After reading your post I looked through my Fed/State Tax returns, that I filed yesterday using Turbotax, and discovered a duplicate 1099-INT entry for an iBond that I redeemed. :facepalm: Amended Fed and State and sent them off. Saved $460 on Fed/State combined. I...
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    Your 2023 effective tax rate

    1.3%.
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    2024 Investment Performance Thread

    2.6% YTD on 40/60 AA. Life is good!!
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    Final 2023 Expenses

    Spent $43k this year. Portfolio has recovered nicely, so we may splurge a little bit in 2024! :) :)
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    What was your WR YTD

    I was in the "Lean" camp this year. :laugh::laugh:
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    What was your WR YTD

    Using your approach I have ~0% WR for 2023.
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    S&P 500 Prediction 2024

    5400.
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    2023 Investment Performance Thread

    Up 8.9% YTD with ~35% stocks, 65% CDs/Corp notes. 2023 has been a good year. :coolsmiley:
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    Best CD, MM Rates & Bank Special Deals Thread 2023 - Please post updates here

    Well, my dry powder has run dry!!! :facepalm: :facepalm: CDs redeeming over the next few weeks. Hope the good times keep rolling for a while.
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    Potential federal tax change.

    And you are correct!! ;D ;D ;D
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    Poll: Individual SS Payment for ER.ORG Members - Please Read First Post for Details

    Took mine at 62 getting $2478/month. Not sure when DW will claim...
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    How much does it cost you to run your home (2022)? - See first post for criteria.

    Edit: should have noted this includes $1100 mortgage, 2.25% VA.
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    How much does it cost you to run your home (2022)? - See first post for criteria.

    2100 sq ft home, NC coast Annual cost for utilities, insurance, maintenance, garden, property taxes for the past 12 months ... $22,860
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    When To Take Social Security? Study takes a statistical approach.

    Well put! At age 61 I quit working and claimed SS a few months later at 62. If I had waited until FRA to claim SS then I would still be working now. No regrets here...at all! :) :) :) It's not all about having the biggest nest-egg to me. It's about having "ENOUGH".
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