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Last seen: Feb 26, 2024
@gryphon I called Vanguard yesterday, and that’s exactly what they said. I was just freaking out because I don’t want to bust this thing right out of ...
@dlzallestaxesmsn-com Alright, I think I am close to figuring this out, so bear with me. On March 3, 2023, I will sell $32000 of my traditional IRA...
Perfect, thank you!
@dlzallestaxesmsn-com Thanks for the information. If I have Vanguard do it, how much of a percentage should I have them send to the IRS? If I take a...
@dlzallestaxesmsn-com I want to just take an annual distribution. Having Vanguard do it sounds painful. I’d rather submit my own estimate, but what fo...
@tracy Thank you so much! One last thing, if I am reading correctly, basically anything below 5% is safe right?
@dlzallestaxesmsn-com Thanks for your response. You think it makes more sense to spread things out as opposed to once annually? Regarding the length...
@gryphon Good to know, reading it now. Very good stuff!
@gryphon It's a consideration, however, if I really need to work more, I am in a fortunate position where I can do that. I'm probably not going to rea...
@gryphon Thanks for the reply. BTW, did you hire a CPA to look over your plan at all?