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Larry Hildenbrandt
@larryh
Active Member
Joined: Jan 16, 2023
Last seen: Feb 26, 2024
Topics: 4 / Replies: 10
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RE: Vanguard Settlement Fund

@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 ...

2 years ago
Topic
Replies: 7
Views: 479
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RE: About to take the plunge, can you double check my work?

@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...

2 years ago
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RE: About to take the plunge, can you double check my work?

@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...

2 years ago
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RE: About to take the plunge, can you double check my work?

@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...

2 years ago
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RE: About to take the plunge, can you double check my work?

@tracy Thank you so much! One last thing, if I am reading correctly, basically anything below 5% is safe right?

2 years ago
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RE: Retired military, partial retirement, need extra cash

@dlzallestaxesmsn-com Thanks for your response. You think it makes more sense to spread things out as opposed to once annually? Regarding the length...

2 years ago
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RE: Retired military, partial retirement, need extra cash

@gryphon Good to know, reading it now. Very good stuff!

2 years ago
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RE: Retired military, partial retirement, need extra cash

@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...

2 years ago
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RE: Retired military, partial retirement, need extra cash

@gryphon Thanks for the reply. BTW, did you hire a CPA to look over your plan at all?

2 years ago