mawhinney’s Activity

Yesterday

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Boards Post

mawhinney posted to the Tax Strategies board. 12:59 PM

Help claiming a dependant with income

Where on the tax forms do I enter the $407 our adult, dependent son earned? Turbo Tax deluxe will not let me enter it. There is only space for the husband and wife to enter their info.

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Boards Post

mawhinney posted to the Retired Fools board. 12:46 PM

Tax question

A dependent adult earned $704 in 2014. On the tax form where or how do I enter the $704? Turbo Tax will not allow me to enter the $704 with our income.

Tue Feb 3

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Boards Post

mawhinney posted to the Retired Fools board. 4:10 PM

Formula

Is there a formula to figure how much to with hold for taxes when taking the RMD from retirement accounts? 10%, 15%, 18%... The penalty for taking too little is horrible!

Mon Jan 26

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Boards Post

mawhinney posted to the Retired Fools board. 10:13 AM

Treasury bond fund

I've been reconsidering the bond allocations in my retirement account. The yearly returns on Vang. Treasury bonds have been so much better than my current holdings, I am thinking I might delegate some or all of my bond allocation to treasury bonds. [more]

Sat Jan 24

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Boards Post

mawhinney posted to the Retired Fools board. 12:21 PM

RMD calculator

On the Vanguard site there is a Projected RMD calculator for estimating your RMD in retirement.It requires entry of the acct. owner's birthdate, the retirement balance as of Dec. 31 of last year plus the expected annual rate of return.

I am [more]

Tue Jan 13

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Boards Post

mawhinney posted to the Retired Fools board. 5:20 PM

withdrawals

When taking the required minimum withdrawals from IRA accounts is it better to first take the required withdrawal from bond or stock funds? Assume the withdrawn funds will be reinvested.

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Boards Stats & Trivia

Three stars, 500 posts Old School Fool
Board Posts 794
Recs Received 195
People who have rec'd these posts 134
Recs to Posts Ratio (last 30 days) N/A
Threads Started 558
Threads Started Percentage 70.28 %
Most Frequent Board Retired Fools
Very First Post Home mortgage in retirement (1/20/2000)
Percentage of Posts Rec'd 13.22 %
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