Search found 4 matches
- Thu Jun 04, 2015 10:21 am
- Forum: General questions and comments
- Topic: Taxes on Withdrawal
- Replies: 8
- Views: 13782
Re: Taxes on Withdrawal
Was still having some difficulty understanding your response and then found this thread: "Asset Sequencing Retirement" in one of the forums. The discussion there clarified my issue. I have to say the default of using a 100% cost basis for the taxable portfolio caught me by complete surpris...
- Wed Jun 03, 2015 11:26 pm
- Forum: General questions and comments
- Topic: Taxes on Withdrawal
- Replies: 8
- Views: 13782
Re: Taxes on Withdrawal
Investment Tax Rate - I am struggling with this entry. You wrote ..."To compensate for these cases (low turnover or significant am't of deferred taxes) it may be necessary to reclassify some percent of taxable investments as tax deferred investments". Can you explain phrase in a different ...
- Sat Aug 30, 2014 3:43 pm
- Forum: General questions and comments
- Topic: Cash-value life insurance
- Replies: 1
- Views: 7653
Re: Cash-value life insurance
I have one way to do it. Right or wrong-someone else can pile on. Whole life policies have fixed premiums, and many policies are designed to allow 'superfunding" - that's my term. Basically it means adding additional $$ to annual premium. Whether you pay only premium or you are superfunding, ad...
- Sat Aug 30, 2014 11:42 am
- Forum: General questions and comments
- Topic: What About Married?
- Replies: 2
- Views: 7482
Re: What About Married?
Married RMD? i understand how to add income (social security benefits for example), but haven't figured how to account for a separate spousal RMD?