| Author |
Message |
 Topic: Can a 403(b) be rolled over into a traditional IRA? |
tomseeley
Replies: 10
Views: 37790
|
 Forum: Retirement Planning Posted:
Sun Oct 06, 2013 6:51 pm Subject: Can a 403(b) be rolled over into a traditional IRA? |
| just asking... |
| Topic: Deducting medicare if self-employed |
tomseeley
Replies: 10
Views: 11869
|
Forum: Taxes Posted:
Mon Dec 07, 2009 9:47 pm Subject: Deducting medicare if self-employed |
| I'm receiving Medicare and I'm self-employed. I have no group or employer-provided health ins plan. Until I started getting Medicare, I deducted my self-pay health ins costs as an adjustment to inco ... |
| Topic: Taking soc sec at age 66 or waiting till age 70 |
tomseeley
Replies: 13
Views: 4391
|
Forum: Retirement Planning Posted:
Thu Nov 12, 2009 7:27 pm Subject: Taking soc sec at age 66 or waiting till age 70 |
if you have no desire to leave an estate, then spend the money now.
Trust me, our kids are WELL AWARE we are spending their inheritance!  |
| Topic: Taking soc sec at age 66 or waiting till age 70 |
tomseeley
Replies: 13
Views: 4391
|
Forum: Retirement Planning Posted:
Thu Nov 12, 2009 6:23 pm Subject: Taking soc sec at age 66 or waiting till age 70 |
Thanks both (all) of you who have responded so far.
Let me restate my original question in a bit simpler form: Even if I'm not talking about social security, I guess all I'm asking at the moment ... |
| Topic: Taking soc sec at age 66 or waiting till age 70 |
tomseeley
Replies: 13
Views: 4391
|
Forum: Retirement Planning Posted:
Wed Nov 11, 2009 9:01 pm Subject: Taking soc sec at age 66 or waiting till age 70 |
I'm reasonably adept at analyzing a range of personal financial and investing issues, but I'm not sure about one that's confronting me right now.
I have multiple IRAs I can withdraw from to provide ... |
| Topic: Are cap gains on selling a home taxable? |
tomseeley
Replies: 9
Views: 4706
|
Forum: Real Estate Posted:
Wed Nov 11, 2009 8:53 pm Subject: Are cap gains on selling a home taxable? |
It's been more than 10 years since my wife and I sold our home, so I forget how income taxes on proceeds of sales work.
We've lived in our current home for more than 10 years. It is our primary re ... |
| Topic: Are social sec benefits taxable? |
tomseeley
Replies: 8
Views: 3392
|
Forum: Retirement Planning Posted:
Wed Nov 11, 2009 8:50 pm Subject: Are social sec benefits taxable? |
Unbelievably naive question, of course, and asked/answered already a zillion times, I'm sure, but I fergit!
If I start taking full retirement benefits next February, when I'm first eligible, and I ... |
| Topic: Adjusting self-employment income for health insurance costs |
tomseeley
Replies: 8
Views: 13316
|
Forum: Taxes Posted:
Sun Feb 22, 2009 4:52 pm Subject: Adjusting self-employment income for health insurance costs |
I am self-employed. I get paid with a 1099-MISC each year, and I file a Sch C with my 1040.
Up till Feb 2009, I have had a self-pay health insurance policy, since I have no employer or other for ... |
| Topic: Tax basis once one of two joint owners dies |
tomseeley
Replies: 4
Views: 9809
|
Forum: Investing, Stocks and Bonds Posted:
Wed Dec 19, 2007 9:09 pm Subject: Tax basis once one of two joint owners dies |
| My mother and I are joint tenants WROS on her mutual fund investments and some common stock holdings. I have her POA and the funds and stock companies acknowledge that fact. Her SSN is of record on th ... |
| Topic: any income tax forecasting software out there? |
tomseeley
Replies: 5
Views: 20833
|
Forum: Taxes Posted:
Sun Dec 02, 2007 9:18 pm Subject: any income tax forecasting software out there? |
| [quote="efflandt"]You are probably making it more complicated than it is. If you have a tax program with all the data already in it, why can't you simply delete the mortgage interest entry and see wh ... |
| Topic: Pennsylvania taxabilty of pensions |
tomseeley
Replies: 9
Views: 18768
|
Forum: Taxes Posted:
Sat Dec 01, 2007 9:08 pm Subject: Pennsylvania taxabilty of pensions |
I'll certainly check with the Pennsylvania Dept of Revenue for an official answer to this question, but I'll also ask it here, in case others already know the answer.
I've read more than once, in p ... |
| Topic: any income tax forecasting software out there? |
tomseeley
Replies: 5
Views: 20833
|
Forum: Taxes Posted:
Sat Dec 01, 2007 9:04 pm Subject: any income tax forecasting software out there? |
| I'd like to find some software I could use to do "what if" sort of forecasts of what my next year's fed income tax might be, if I inputted various hypothetical amounts of income, earnings, deductions, ... |
| Topic: Why put $ into IRAs once I'm taking $ out to live on? |
tomseeley
Replies: 9
Views: 9923
|
Forum: Retirement Planning Posted:
Sat Dec 01, 2007 8:56 pm Subject: Why put $ into IRAs once I'm taking $ out to live on? |
| Once I start making periodic withdrawals (not RMDs; just occasional w/d) from my IRAs and/or Roth IRAs, in order to provide for my routine costs of living, in lieu of earned income, what's the sense o ... |
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