40 year corporate finance career in Corporate Finance with Fortune 500 companies including UnitedHealth and ING. Focus on insurance lines including annuities, life and health. Now retired.
Forum Posts:
Comments:
While you have a valid point, HD households are probably spending more per capital than the median household due to building wealth.
Where I am, my G- high deductible annual premium difference is exactly equal to the higher out of pocket max. Thus there is no cost downside to G-HD vs G.
Comments:
While you have a valid point, HD households are probably spending more per capital than the median household due to building wealth.
Post: The Que sera, sera retirement planning strategy.
Link to comment from January 18, 2025
A thousand upvotes.
Post: Limits of Power by Jonathan Clements
Link to comment from January 18, 2025
Yes - many social security offices have recently been closed
Post: Too Big to Succeed by Jonathan Clements
Link to comment from December 14, 2024
Where I am, my G- high deductible annual premium difference is exactly equal to the higher out of pocket max. Thus there is no cost downside to G-HD vs G.
Post: Second Guessing
Link to comment from November 2, 2024
If in a nontaxable account sure, else driving up unnecessary taxable income
Post: How do I invest for Dividend Income? Should I?
Link to comment from October 20, 2024
Us retirees have too much time to think about these things
Post: One Is Not Enough
Link to comment from July 27, 2024
If you like relatively high expense ratios.
Post: One Is Not Enough
Link to comment from July 27, 2024
Some of us haven’t reached your esteemed age for SS or RMD requirements. But something to keep in mind if I don’t forget- haha.
Post: Mid-year tax planning?
Link to comment from July 20, 2024
Form 8962
Post: Mid-year tax planning?
Link to comment from July 20, 2024
There is no ACA cliff. It gets trued up when filing your return.
Post: Mid-year tax planning?
Link to comment from July 20, 2024