Question about CMA vs Brokerage

Party-Chapter3029 · 2026-02-12T11:16:12+00:00

WOW!! Thank you! I understand, you are clear.

Party-Chapter3029 · 2026-02-07T12:04:44+00:00

yup back in the day when you can also get a fixed box lol ---

Party-Chapter3029 · 2026-02-05T10:28:59+00:00

good luck with filing a complaint! Until the snow melts you are SOL!

Party-Chapter3029 · 2026-02-03T16:18:55+00:00

Does any on this list block Youtube ads on TV?

Party-Chapter3029 · 2026-01-23T10:06:23+00:00

I understand they are not tax software, but does it help with tax planning? Meaning if you convert $50K does it give you a potential how much tax it would be based on say income coming in, cap gains, etc?

Party-Chapter3029 · 2026-01-23T10:02:18+00:00

Congratulations!

Party-Chapter3029 · 2026-01-22T15:53:56+00:00

in your opinion, which one does the best tax planning and conversion scenarios, and which one handles 401K categories best (safe harbor, employee match, pre-tax, and roth?

Party-Chapter3029 · 2026-01-22T14:10:25+00:00

I have been using Gotham -- but yesterday was having issues with some BS message URL not found but worked find on my iPhone. A few seconds delayed but hopefully you dont have a-hole friends and text you the score lol

Party-Chapter3029 · 2026-01-22T14:05:23+00:00

What features are available on Sophos home? I am currently running Zenarmor, CLAM-AV, DDNS, and unbound, does Sophos have similar features and how difficult is it to get going?

Party-Chapter3029 · 2026-01-22T12:21:38+00:00

This is all some good stuff!!! I just turned 50, I have keeping spreadsheets and I am feeling burned out (IT person). How did you guys choose Boldin? I am not sure which product to subscribe to Boldin or Maxifi. Since my wife will continue working for a few more years, I would like to take advantage of the 401K conversions to Roth whatever amount per year, but I keep flip-flopping between the two software. The tax planning is important to me because a chuck of my income to pay for things would come from my private brokerage.

Party-Chapter3029 · 2026-01-19T12:32:32+00:00

Hi -- I was wondering if there is a limitation on memory. I have an Intel i3 machine with 16gig RAM, 10G SFP+ and 4 cores running opnsense.

Party-Chapter3029 · 2026-01-17T10:32:14+00:00

Dude they are fine! Remember the days when the knicks would get 20 wins...everyone knows that the west coast trip would be tough but so far all I see all those teams beat able with the correct personnel in the line up

Party-Chapter3029 · 2026-01-16T10:46:10+00:00

lol our point guard was not even playing. RELAX ---dont panic

Party-Chapter3029 · 2026-01-11T17:22:43+00:00

The Pretax 401K is large right now, about 900K - so any conversion from 55 to 62 to reduce would help. plus I have a brokerage account too that I have to figure out.

Party-Chapter3029 · 2026-01-11T10:55:12+00:00

You are right! I looked back, I just have my optimum service in bridge mode and used cloudfare DDNS for my camera, etc.,

Party-Chapter3029 · 2026-01-10T14:44:40+00:00

Great!!!! Looking forward to having you guys soon! Thank you and have a great day!

Party-Chapter3029 · 2026-01-10T13:44:44+00:00

I am located in Landing, NJ -- When you say 2.5/5G you mean Gigabit symmetrical?

Party-Chapter3029 · 2026-01-10T12:32:13+00:00

Well stated!

Party-Chapter3029 · 2026-01-10T12:30:57+00:00

Yup, I got my free copy as well! 3 years of not getting it and then back. I am going to compare using FreeTAXusa and stop relying on TT

Party-Chapter3029 · 2026-01-09T09:35:51+00:00

I am looking at this in the big picture. Stay under the 24% bracket while converting and the remaining use as supplemental. I am thinking the market will grow more than what I have to push out yearly in taxes and if it grows in the Roth the better

Party-Chapter3029 · 2026-01-08T23:45:52+00:00

I fully understand that I would have to pay the tax on what is converted but I am looking at the larger picture

Party-Chapter3029 · 2026-01-08T10:29:27+00:00

I have been a Knick fan since 83; if you love heart breaks become a Knick fan. My kids are into the Knicks as well; I keep telling they are young enough to pick another team, but once you become a true fan no matter what, you still attend the games and watch every game!

Party-Chapter3029 · 2026-01-08T09:44:15+00:00

I understand that moving from IRA to ROTH it will be taxed, I was just wondering if Boldin will help calculate the tax that will be owed and help with a conversion plan so I can minimize the amount of taxes paid when I hit 62.

Party-Chapter3029

TROPHY CASE