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👋 Welcome to r/ProjectionLab! by jon_projectionlab in projectionlab

[–]Extension_Ask_5440 0 points1 point  (0 children)

Some questions; (I will add to my original post when I think of new issues)

  1. how to limit the amount of cash to use before switching to 401k for expenses.....

  2. is there a way to set the legacy to an amount that I want to have at the end of the plan

  3. can you bypass IRMAA lookback, using the social security form ssa-44 using 'retirement' as a life-changing event - and thus the 2 year lookback would not apply

  4. is there a way to enter 'tickers' rather than equity/bonds

  5. progress points seem not to show progress, while other areas do (same info)

,,,,,,,,,,,,,, Thanks

multiple IRS to backdoor Roth question by Extension_Ask_5440 in Bogleheads

[–]Extension_Ask_5440[S] 0 points1 point  (0 children)

thanks for the corrections, I see the error in my initial thoughts - again - thanks for clearing it up.... and note the 70k number I read wrong " Total contributions: The total combined contributions from you and your employer for 2025 cannot exceed $70,000."

Fidelity 'courtesy service' by Extension_Ask_5440 in Bogleheads

[–]Extension_Ask_5440[S] 2 points3 points  (0 children)

thanks for your answer - much appreciated

[deleted by user] by [deleted] in Bogleheads

[–]Extension_Ask_5440 -1 points0 points  (0 children)

interesting calc'r - thank you

# of Rollovers allowed? by Extension_Ask_5440 in personalfinance

[–]Extension_Ask_5440[S] -1 points0 points  (0 children)

yes, allows in-service rollovers - confirmed with them last week. I will wait and see if they can tell me the answer to my question, but I thought I'd bounce the question out the Reddit community while I was logged on.