MEG’s Activity

Sat Apr 11

NL

Boards Post

MEG replied to the Tax Strategies board. 9:38 PM

Re: Tax impact for Tenant + Landlord

Different animals. Same zoo

Meg

Wed Apr 8

NL

Boards Post

MEG replied to the Retirement Investing board. 6:58 PM

Re: Opinions on Roth Conversion PLease

I am not a fan of paying taxes before I need to..leave it where it is.
If you insist on the conversion consult a tax adviser

MEG

Fri Mar 27

NL

Boards Post

MEG replied to the Retired Fools board. 7:26 PM

Re: Retired with IRA

In general, you must begin withdrawing money by April 1 of the year following the year that you turn 70½. In general, your age and account value determine the amount you must withdraw. Note that taxes may be due on distributions from a [more]

Thu Mar 26

NL

Boards Post

MEG replied to the Retired Fools board. 9:41 PM

Re: Retired with IRA

You are at the perfect age to see an elder care estate attorney.
You may want to consider a trust to protect assets and leave funds to heirs

Meg

NL

Boards Post

MEG replied to the Tax Strategies board. 5:55 AM

Re: Y'all are 1 Billion Times Smarter Than My Broker

Chuck ,in past years I also have had corrected 1099s from a certain broker
There were usually changes. Look carefully or at least call them and ask them why the corrected statement was sent. You"ll get the answer you need.

Meg

Wed Mar 25

NL

Boards Post

MEG replied to the Index Funds board. 4:45 PM

Re: Fidelity Select Sector

the first link needed on more letter!

www.fidelity.com/sector-investing/health-care/overview



So did the word "one" in your [more]

NL

Boards Post

MEG replied to the Retirement Investing board. 2:06 PM

Re: Dividend Stocks vs Bonds

Hire an accountant to d0 your taxes and ask all tax related questions you may have..
I also have retired and do not hold direct bonds.. I keep two years of cash needs and refill it every year from the gains in my stock portfolio.
Yes the [more]

Wed Mar 18

NL

Boards Post

MEG replied to the Tax Strategies board. 8:18 PM

Re: When to have a pro do your taxes

I have historically used tax preparation software..
This year I have life changing circumstances. I also am rethinking some strategies.. I need to know the tax implications before acting.
So I will be using a CPA for a couple of years , then [more]

NL

Boards Post

MEG replied to the Fools and Their Money board. 4:44 PM

Re: We're # 1!

I just voted.. we are at 38.5 % yes still a razor thin lead.

MEG

Mon Mar 16

NL

Boards Post

MEG replied to the Retirement-Soon or Done board. 10:37 PM

Re: Rollovers ?

Make I also have several fidelity funds they are doing well year after year. Management fees are not the lowest but year to year performance is what I look for. My most recent addition is FSDIX

MEG

Sun Mar 15

NL

Boards Post

MEG replied to the Retirement-Soon or Done board. 8:08 PM

Re: Rollovers ?

Mike
Something new was just presented to me
Go to schwab.com
Click on intelligent portfolios

You can choose a variety of diversified portfolios.
There are absolutely zero fees or costs. No [more]

Sat Mar 14

NL

Boards Post

MEG replied to the Retired Fools board. 8:00 PM

Re: protecting $$ from long term health care cos

Yes definitely an attorney that specializes in elder care and estate planning.
There are many ways .. If you have a disabled sibling don't forget to mention it. If you are going to set up a trust dont wait until your 70
There are loan [more]

Mon Mar 9

NL

Boards Post

MEG polled the AT&T Corporation board. 5:26 PM

Poll: lookk attractive ?

What do you think of AT & T stock at these prices?

Sat Mar 7

NL

Boards Post

MEG replied to the Retirement Investing board. 4:51 PM

Re: Becoming Mtg Lender

Have the purchaser qualified and use a lawyer.. Be sure the terms suit you. It all must be a legal maneuver
MEG

NL

Boards Post

MEG replied to the Retirement Investing board. 10:18 AM

Re: What if you've won the game?

I feel that Ive won also..
I no longer work for money.. it works for me.

I kept very good records of my financial needs.. insurances taxes EVERYthing that I spent the past few years by month.

I now keep two years of isolated [more]

Wed Mar 4

NL

Boards Post

MEG replied to the Retirement Investing board. 9:40 PM

Re: How long before you can retire?

Are w required to get Medicare

NL

Boards Post

MEG replied to the Tax Strategies board. 4:46 PM

Re: Which is best account type for Options?

you wrote "I am a beginner in options trading"

I say stay away from Options.. be an investor not a gambler....


MEG

Mon Feb 23

NL

Boards Post

MEG replied to the Retired Fools board. 8:47 PM

Re: Disability Insurance while retired

GW: thank you
I will look into it.. As I have said I feel I am still in the transitional phase of retirement. I will surely be making adjustments to my entire investment portfolio with regard to dividends and performance.
I tend to adjust [more]

NL

Boards Post

MEG replied to the Retired Fools board. 9:44 AM

Re: Disability Insurance while retired

Thank you so much for the detailed reply..
I will not renew the policy. When I called them they gave me a line about how I could receive benefits in-case of a disability. This would ensure quality of life even though I am not employed.
I am [more]

Sun Feb 22

NL

Boards Post

MEG posted to the Retired Fools board. 9:49 AM

Disability Insurance while retired

Hi:
I am married. Wife works part time soon she will retire. I am 64 yrs old.
I have been retired for about a year. Many years ago I had purchased a Disability insurance Policy. Each year I pay the policy premium.. Approx $800. It will pay me [more]

CAPS Stats & Trivia

CAPS Player Rating 90.08
Player Rank 7457 out of 75198
Score 844.72
Score Change Today +15.86
Accuracy 68.00%
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Boards Stats & Trivia

Three stars, 500 posts Old School Fool CAPS All Star
Board Posts 644
Recs Received 207
People who have rec'd these posts 145
Recs to Posts Ratio (last 30 days) N/A
Threads Started 164
Threads Started Percentage 25.47 %
Most Frequent Board Discount Brokers
Very First Post Re: future? (11/22/1997)
Percentage of Posts Rec'd 19.10 %
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