I bought some brokered CDs this AM at Schwab
Charles Schwab Bank 5.25% CD 05/15/2025
15987UCS5 and
Bank of America 5% CD 05/22/2026
06051XDT6
I confess that the markets have me a bit spooked (Shiller PE is about 35), so I pulled about 40% of my equities off the table and fled to fixed.
Did you pay last year's quarterlies via paper check or via the IRS website (although i am not sure that makes any difference). I paid quarterlies last year via the website and will be paying again this year; have never received a voucher.
Qualified Annuity was from a 401k rollover (pre-tax). It is 100% taxable upon liquidation at income tax bracket rates. Some other info: I am 60 years of age. 85% of social security will be taxed, whenever I take it, due to pension and interest income. The annuity won't impact that number. IRMMA...