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25220

Re: Things I Hear in the Coffee Shop, Full of Retirees

In a message dated 3/27/2015 10:29:30 AM Eastern Daylight Time, ... If you "make" too much money in any given year there are a number of tax hits you might
gfretwell2000
8:06 AM
#25220
 
25219

Re: Things I Hear in the Coffee Shop, Full of Retirees

"reduce the 401k liability via Roth conversion" That means paying income tax now instead of later, right? The liability I'm thinking of is a higher tax bracket
Jerry Levenson
7:29 AM
#25219
 
25218

Re: Things I Hear in the Coffee Shop, Full of Retirees

Regarding IBM stock... I have way too much of it but have to make choices as what to pay income tax on each year and still keep a reasonable tax bracket
amphi_sc
7:20 AM
#25218
 
25217

Re: Things I Hear in the Coffee Shop, Full of Retirees

I also see Buffett buying more IBM stock. Then, he is also a long term player. That means IBM could drop for the rest of our meaningful lives and roar back
netmouser
2:16 AM
#25217
 
25216

Re: Things I Hear in the Coffee Shop, Full of Retirees

In a message dated 3/26/2015 3:02:53 PM Eastern Daylight Time, ... I suspect one of the reasons for this is how much "zero basis" stock they may have
gfretwell2000
Mar 26
#25216
 
25215

Things I Hear in the Coffee Shop, Full of Retirees

1. Not realizing the higher commissions paid for selling a MA plan over a Medigap plan 2. Not knowing certain, perfectly safe drugs can be bought for
clk_griswold
Mar 26
#25215
 
25214

Re: Find a plan and stick with it

I also did a lot of homework. OE did not offer the medigap plan I settled on, so I just bought the Part D plan (on-line) and went elsewhere for medigap. I
ileftibm
Mar 25
#25214
 
25213

Re: How Payable: Group Life Ins

only a death policy, benificiary gets the $5,000 On Wed, Mar 25, 2015 at 7:36 AM, msm_ibm_rst@... [ibmretiree]
samuel bernadino
Mar 25
#25213
 
25212

Re: How Payable: Group Life Ins

" Fact: Retiree now has $5,000 GLI. " It is a Group Term Life Insurance policy that is payable upon the death of the policy holder to the policy holder's
attila2560
Mar 25
#25212
 
25211

Re: How Payable: Group Life Ins

There is a 4 page section on "Group Life Insurance" in IBM document USHR112 "About Your Benefits: Post-Employment", which can be obtained online at the
paul_h_bergeron
Mar 25
#25211
 
25210

How Payable: Group Life Ins

Fact: Retiree now has $5,000 GLI. Question: How is it payable? Is this a AD&D (Accidental Death & Dismemberment) policy only? Or if the person passes due to
msm_ibm_rst
Mar 25
#25210
 
25209

Re: one exchange reimbursements and taxes

Just to re-state / clarify what has been discussed before on this topic on this forum: For your income tax return, it is not necessary to 'track' which medical
Thomas Hickey
Mar 21
#25209
 
25208

Re: one exchange reimbursements and taxes

I was just trying to illustrate how one might list ones medical expenses net of the reimbursements from IBM. I.E., list all of the expenses and list the IBM
Chuck McKinnis
Mar 21
#25208
 
25207

Re: one exchange reimbursements and taxes

"Thank you everyone for your comments. I understand. I think :-) all the 'free' dollars went to pay insurance premiums...so I do not claim insurance
lefutrell
Mar 21
#25207
 
25206

Re: one exchange reimbursements and taxes

THANK YOU...I WILL REVISIT IT ALL. it was a partial year..so I don't have the full 3k to deduct.. and net it all out! and figure out how Turbo figures it!
nuattitude333
Mar 21
#25206
 
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