Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
I apparently did not make it clear, the 401-k rollover is exclusive of the bulk of my retirement funds. Actually thinking about making withdrawals (over 59.5) this year and next (to avoid increasing tax bracket) and paying off mortgage on home and r…
I have been employed by the govt as a defense contractor for 35 years. The govt has plenty of money, they just spend too damn much. An across the board (incl DoD) cut is needed. The SS "reform" they talk about in vague terms amounts to effectively d…
I ordered the free transcript, the actual copy of the return and attachements is $57 and takes weeks. Yup, I will have to file an amended state form as well. Double the fun!
TurboTax and nope, they don't keep a copy of the forms. I was able to order a transcript of the return from the IRS to assist me in creating and filing an amended return, but it will take 10 days to get to me. I have been gathering info on my cost b…
