Maudeen wrote:
“Congrats on the retirement but you may need to hold on to options because taxes (state, federal and local) not to mention fees are going to go through the roof! Bigtime!”
The tax guy and I figured it so the pension distribution would be such that I’d get all of my fed tax back at the end of the year, there isn’t any state tax, and local tax is school/city/county.
401k is 90% bonds 10% company stock.
No debt, house & car paid off, and credit card gets paid in full the end of every month.
No debt, house & car paid off, and credit card gets paid in full the end of every month.
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Lordy, what that must feel like!!
Super! Perhaps you could do workshops for fellow citizens!