Thanks to you and your team Dave, starting in January My Wife, and I will be accelerating our contribution so that when we retire and June we have received all of the matching funds from our company. If we did not do this, we would’ve lost about $11,000 ! Happy Thanksgiving to your team and your families ! Semper Fi! 🫡❤️🇺🇸
Super helpful. Thanks!
You're welcome!
I’d add Roth conversions, where applicable.
This was an excellent Q4 review of tasks to consider! Thank you for this.
My pleasure!
Considering converting some 401k $ to Roth but still keep us in the 12% tax bracket for 2024.
Retired and 65 years young.
What is tax-deferred land? You mention it at about 9:35 in your podcast. Thanks!
Does the Wash sale rule apply for tax gain harvesting? Do I have to wait for 60 days to buy back after-tax gain harvesting?
If taxable income is 104,050 - and that includes $20,000 in long term capital gains: is 10,000 taxed at 15% and the other 10,000 is at zero tax?
We're going on a cruise the last two weeks in December.
Do need to do an RMD first, though.
The rest. Meh. I have a life to lead.
Thanks to you and your team Dave, starting in January My Wife, and I will be accelerating our contribution so that when we retire and June we have received all of the matching funds from our company.
If we did not do this, we would’ve lost about $11,000 !
Happy Thanksgiving to your team and your families !
Semper Fi! 🫡❤️🇺🇸
Happy Thanksgiving, JP!