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Retired computer engineer from South Florida, tax & spreadsheet buff
Tax Foundation Podcast Episode on American Financial Literacy
3 replies
AUTHOR: Randy Dobkin on 5/7/2026FIRST: Randy Dobkin on 5/7 | RECENT: Nick Politakis on 5/8
Health Savings Accounts and When to Withdraw
9 replies
AUTHOR: Randy Dobkin on 7/18/2024FIRST: baldscreen on 7/18/2024 | RECENT: Mark Eckman on 7/20/2024
Sounds good except for distributions counting toward IRMAA MAGI. It should be truly tax free. Yeah, I know IRMAA is not a tax, but it works like one.
Post: Time to scrap IRAs, 401k, 403b and all the rest
Link to comment from May 21, 2026
I will gladly help pay down that debt by doing Roth conversions at 12%.
Post: Should Retirees Get a Temporary Flat Tax Window on IRA and 401(k) Withdrawals?
Link to comment from May 19, 2026
Those of us without all these great benefits just have to roll our own using the extra salary invested over a career.
Post: Benefits Young Adults Should Look at Before Taking a Job
Link to comment from May 13, 2026
Or select your favorite platform: https://taxfoundation.org/podcast/all/america-financial-literacy/
Post: Tax Foundation Podcast Episode on American Financial Literacy
Link to comment from May 7, 2026
How about a non-US index you'd have been more likely to invest in?
Post: For Richer, For Poorer: 37 Years of Compounding
Link to comment from April 28, 2026
Ah, that explains why some forum posts go under my radar until someone comments on them.
Post: Note to HD Writers and Contributors
I don't think so.
Post: The IRA Decision That Affects Your Kids
What I don't understand is your saying the goal is to maximize income when you need it most but then you started taking Soc Sec when you surely didn't need it.
Post: Rethinking the “Right” Time for Social Security
Link to comment from April 25, 2026
Yes, I've seen and heard too many speakerphone conversations and people who think it's ok to watch videos out loud in waiting rooms.
Post: Lonely Island (Correct Edit)
Link to comment from April 22, 2026
Can an heir disclaim part of an account?
Link to comment from April 21, 2026
Comments
Sounds good except for distributions counting toward IRMAA MAGI. It should be truly tax free. Yeah, I know IRMAA is not a tax, but it works like one.
Post: Time to scrap IRAs, 401k, 403b and all the rest
Link to comment from May 21, 2026
I will gladly help pay down that debt by doing Roth conversions at 12%.
Post: Should Retirees Get a Temporary Flat Tax Window on IRA and 401(k) Withdrawals?
Link to comment from May 19, 2026
Those of us without all these great benefits just have to roll our own using the extra salary invested over a career.
Post: Benefits Young Adults Should Look at Before Taking a Job
Link to comment from May 13, 2026
Or select your favorite platform: https://taxfoundation.org/podcast/all/america-financial-literacy/
Post: Tax Foundation Podcast Episode on American Financial Literacy
Link to comment from May 7, 2026
How about a non-US index you'd have been more likely to invest in?
Post: For Richer, For Poorer: 37 Years of Compounding
Link to comment from April 28, 2026
Ah, that explains why some forum posts go under my radar until someone comments on them.
Post: Note to HD Writers and Contributors
Link to comment from April 28, 2026
I don't think so.
Post: The IRA Decision That Affects Your Kids
Link to comment from April 28, 2026
What I don't understand is your saying the goal is to maximize income when you need it most but then you started taking Soc Sec when you surely didn't need it.
Post: Rethinking the “Right” Time for Social Security
Link to comment from April 25, 2026
Yes, I've seen and heard too many speakerphone conversations and people who think it's ok to watch videos out loud in waiting rooms.
Post: Lonely Island (Correct Edit)
Link to comment from April 22, 2026
Can an heir disclaim part of an account?
Post: The IRA Decision That Affects Your Kids
Link to comment from April 21, 2026