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Hi all, I'm 67 and in the process of retiring. Divorced, 2 kids in late 20's, roughly $2.1M net worth with $700k liquid. Things didn't work out the way I planned (on several fronts), so I don't have quite the cushy retirement I hoped for, but I'm doing OK. Better than OK, really. But not due...

You can make IRA contributions as late as April 15 the next year. However Roth conversions must be reported in the same year. https://www.hrblock.com/tax-center/income/retirement-income/traditional-to-roth-ira-conversion That makes no sense to me. In Jan-Apr 2024 I can add to my IRA for 2023...

4 years ago I decided I really needed to get LTC covered, so my kids wouldn't get stuck with it. The premiums were going to cost $1000-$1500 a month, basically until I died or went into care. But it took forever to get through the medical qualification process, and before they dotted the last...

I never quite understood the "tax torpedo" thing. Didn't think it really applied to me. But of course it did. I'm 67. Hit my FRA in January. I've been self-employed for decades, and I had planned to keep working part-time until 70ish, then start SS. But for different reasons my two main...

I want to plan a biking & beer-tasting trip to Belgium with my son, age 28. (I took his brother on a couple of diving trips to Mexico & Honduras but he's harder to find something to do together. But he lit up at the idea of a Belgian beer tour.) Any suggestions? I'm not really looking to go...

Apologies for some TMI backstory ... I've always been a social outgoing guy. When I started at Megacorp I made a bunch of deep friends, many of whom I still stay in touch with 40 yrs later. I really enjoyed getting together with my buds for cookouts, skiing trips, etc. Then I got married. I...

I have ALWAYS sucked at stock investment. Back in the 80's I had friends beg me to tell them whenever I bought or sold anything, so they could do the opposite. I eventually quit putting money in my IRA because I got tired of watching it go up in smoke when I tried to invest it, or had someone...

I'm 66. I have two sons that I want to leave as much as possible. (Hopefully not soon, but eventually.) I have a too-large house. It's a beautiful place, on a lake, and it's been wonderful to live here for the last 33 years. (It was nicer before ex-DW decided to take a hike, but ohwell.)...

Well my retirement is going to be a bit less luxe than I thought. In 2019 I was diagnosed with a form of lymphoma. Exact same crap that killed my dad 20 years ago. Fortunately the treatments have vastly improved in the last 5 years or so, and for now I'm doing fine. These treatment drugs are...

I have several threads that keep sending me daily update notices, even though my User CP says I'm not subscribed to them. (I manually unsubscribed.) Howcome?

Hi all, I'm 54 with 2 teenagers. My skills in the stock market are abysmal, unfortunately, or I'd be in great shape. (I managed to LOSE money during the 1984 - 2000 mega-bull market, *sigh*) Fortunately DW and I were frugal and paid off all our debts. We own two houses (our own and a...