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Tag: Retirement

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If there’s a fly in the early retirement ointment–other than accumulating the portfolio needed to make it happen–it’s planning for healthcare. While you’re an employee, you can take advantage of employer-sponsored health insurance. Since it’s a group plan, and usually subsidized by the employer, it’s less expensive than coverage you can buy on your own. …
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Podcast Shownotes

Dan Otter Website: 403bwise.org Facebook: 403bwise Email: [email protected] What You’ll Get Out Of Today’s Show Teachers have been getting taken advantage of when it comes to their investment options. Thankfully, the internet and technology have made it easier to get the word out and help teachers wanting to do better. During his first year of …
Grumpus Maximus Website:  grumpusmaximus.com What You’ll Get Out Of Today’s Show How can you calculate a pension’s value? Is it worth it? And how do you incorporate this future income into your retirement plan? The 10th year of employment in a pensionable career is frequently an inflection point. It’s this halfway point when people begin …
In Today’s Episode What You’ll Get Out Of Today’s Show Memorial Day – Cooking with ChooseFI recipes. Enjoy some “FI-ne Dining” while saving in the process. Retirement Savers Credit – The guys detail this little known tax credit. Tax credits v tax deductions AND refunded v non-refundable credit. Sean mentioned this on is live: choosefi.com/live. With …
In Today’s Episode Distributions from Roth 401(k)s are NOT the same as distributions from Roth IRAs. With Roth IRAs, contributions come out first tax and penalty free. With Roth 401(k)s, distributions are subject to the so-called “cream-in-the-coffee” rule – all distributions take out contributions and earnings (which is bad news – the earnings piece is …
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