Tag Archives: IRA

IRA And 59 And A Half

I should’ve listened to my intuition, even back then. When I retired early at 38, I hesitated to roll my 401K into an IRA because I suspected the tax benefits might not materialize. I was right. As a few financial … Continue reading

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Another Early Boeing Pension

I officially signed up to be a Boeing pensioner, I think. Pensions may be something that has to be explained to young children in a generation or two. Maybe not. As of this week, years before I expected to begin … Continue reading

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Buying Back In

I haven’t done this in years. I bought a bit of hope. I bought a bit of stock. It was even MVIS. I hope that’s a good idea. Last week’s Early Harvest of selling some GERN met this week’s business … Continue reading

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Personal Tax Inequity

I paid lower taxes when I was rich. Yesterday I did my taxes. I knew it would be bad, but didn’t know how bad. It turns out, the less I’ve made the more I’ve paid. That’s not right. Add tax … Continue reading

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Real World Trade DNDN

A friend described my style of investing as “Get Rich Slow.” He was assuring me that my book, Dream. Invest. Live. didn’t come across as a Get Rich Quick scheme. I like his assurance, but I add a caveat. Any … Continue reading

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Tapping Well

Rats. I had to do it. I transferred money out of my IRA. Penalties, emotional and financial, loom. I’m not the only one. Some have it much worse as they too look for income, some of them without savings. A … Continue reading

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