ResN’s Activity

Fri Apr 8

NL

Boards Post

ResN replied to the Retired Fools board. 4:06 PM

Re: Exposure to Stocks in Retirement

While I was close to breaking during the dark days of the meltdown, I didn't sell anything. I rode it back. When the market got close to back even again, I adjusted my equity/fixed allocation some, as I knew I had too much equity exposure for my risk [more]

Sun Mar 27

NL

Boards Post

ResN replied to the Retired Fools board. 5:17 PM

Re: Exposure to Stocks in Retirement

We are around 55% equity and 45% fixed. We might get closer to 50/50 depending on the market, but that's about it. I set this allocation so that we could suffer a 50% drop in equity value and still have enough to sustain our standard of living (with [more]

Mon Mar 21

NL

Boards Post

ResN replied to the Tax Strategies board. 7:56 PM

Re: Question About Living Trust & Taxes

Thanks for all responses. I might have messed up some of what the attorney said about the IRA. I'm just a tad confused. But I guess there might be a reason to do the trust stuff, but not the IRA stuff. The main thing I'm interested in are the various [more]

NL

Boards Post

ResN replied to the Tax Strategies board. 7:51 PM

Re: Question About Living Trust & Taxes

It seems you must be updating your estate planning docs, and so this is happening now.

Yes, that is correct. I just found out I have early onset Alzheimer's, so we are getting everything redone with backups to backups for everything [more]

NL

Boards Post

ResN posted to the Tax Strategies board. 10:48 AM

Question About Living Trust & Taxes

My wife and I have a joint taxable account with Vanguard that holds a number of stock funds and bond funds. We are redoing wills and such, and the attorney says we should put our assets into a living trust in case tax laws change in the future. [more]

Sat Feb 27

NL

Boards Post

ResN replied to the Retirement Investing board. 6:53 PM

Re: Working an extra year not worth it?

Intercst, I can't believe you are admitting to getting older. What's the matter?

Sun Feb 7

NL

Boards Post

ResN replied to the Retirement Investing board. 2:20 PM

Re: Retirement question

I think Medicare is still a good deal for us over 65 types. The cost of B, D, and Supp is getting high, as are the drug c-pays, but still manageable. But whoever said to run the numbers without employer promised insurance is spot on, as you can only [more]

Mon Feb 1

NL

Boards Post

ResN replied to the Retirement Investing board. 9:13 PM

Re: A different problem

It is hard to get around the Mr. Cash problem. I don't know the age involved of the one with the money and the kid, but gifting during lifetime with the best needs trust possible put into the Will might be the best that can be done. But a decent [more]

Sat Jan 9

NL

Boards Post

ResN posted to the Retirement Investing board. 10:44 AM

Annuity & IRA Question

I'm 65 and have a couple of health issues that will greatly reduce my life expectancy, and I've been giving a lot of consideration to the best way to go about protecting my wife after I'm gone since she has no interest in financial matters, other [more]

NL

Boards Post

ResN posted to the Tax Strategies board. 10:38 AM

Annuity & IRA Question

Background, Then My Question:

I'm 65 and have a couple of health issues that will greatly reduce my life expectancy, and I've been giving a lot of consideration to the best way to go about protecting my wife after I'm gone since she has no [more]

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 74850
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 0
Total Picks 0
Best Pick ( 0)
Worst Pick ( 0)
Average Score per Pick 0.00
Charms Earned 0
Highest Rated Favorite No Favorites Selected
Go to ResN’s CAPS page

Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 11149
Recs Received 32146
People who have rec'd these posts 2237
Recs to Posts Ratio (last 30 days) N/A
Threads Started 1410
Threads Started Percentage 12.65 %
Most Frequent Board Retire Early CampFIRE
Very First Post Re: Poll: What kind of job did you RE from? (9/12/2000)
Percentage of Posts Rec'd 68.68 %
Show ResN’s 10 Latest Posts