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.
AUTHOR: Doug Kaufman on 2/20/2025 FIRST: Brent Wilson on 2/20/2025 | RECENT: David Lancaster on 5/16/2025
Comments
Like many favorable tax policies, good or bade, such as lowered tax rates, it would probably keep getting extended by politicians effectively buying votes.
I’m 5 years older than my wife and have a considerably greater benefit coming. I’m delaying to 70 to maximize the spousal benefit and as a longevity insurance of sort. Our situation, not everyone’s.
Comments
Like many favorable tax policies, good or bade, such as lowered tax rates, it would probably keep getting extended by politicians effectively buying votes.
Post: Should Retirees Get a Temporary Flat Tax Window on IRA and 401(k) Withdrawals?
Link to comment from May 23, 2026
Yes - right into a Roth
Post: Should Retirees Get a Temporary Flat Tax Window on IRA and 401(k) Withdrawals?
Link to comment from May 23, 2026
Is the link working for folks? It isn’t for me.
Post: GLP1 Access for Only a $50 Copay?
Link to comment from May 17, 2026
Selling off the current large capital gains was my issue as well.
Post: Direct Indexing Anyone?
Link to comment from May 17, 2026
Nice article and reminder why I have bonds and in fact tweaked up my holdings in this market up turn. I do appreciate that senior position.
Post: Resilient Investing
Link to comment from May 16, 2026
Cohen sounded incompetent. It’s a complete no go. Makes zero sense.
Post: Pricing the Impossible
Link to comment from May 9, 2026
I wouldn’t anticipate an 80% reduction in price. I just don’t see it. Hopefully you’re correct and I’m wrong!
Post: Ageing and the Open Road
Link to comment from May 2, 2026
You made 8% (yes adjust for taxes avoided) in muni’s?
Post: Rethinking the “Right” Time for Social Security
Link to comment from April 25, 2026
Are you me Jeff? Haha
Post: Rethinking the “Right” Time for Social Security
Link to comment from April 25, 2026
I’m 5 years older than my wife and have a considerably greater benefit coming. I’m delaying to 70 to maximize the spousal benefit and as a longevity insurance of sort. Our situation, not everyone’s.
Post: Rethinking the “Right” Time for Social Security
Link to comment from April 25, 2026