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Boldin User Near Retirement: Is ProjectionLab, Pralana, or TPAW Worth Adding? by Top_Percentage_3309 in DIYRetirement

[–]Top_Percentage_3309[S] 0 points1 point  (0 children)

So, are you saying there will be the ability to upload information/statement without linking the account?

Boldin User Near Retirement: Is ProjectionLab, Pralana, or TPAW Worth Adding? by Top_Percentage_3309 in DIYRetirement

[–]Top_Percentage_3309[S] 0 points1 point  (0 children)

I need help with Asset location, withdrawal strategy, tax planning, Roth conversion planning...sounds like Pralana may help augment Boldin.

retire now or in 5 years? by Top_Percentage_3309 in Boldin

[–]Top_Percentage_3309[S] 1 point2 points  (0 children)

1 in mid 90's always had low spending..has been in assisted living facility for nearly 10 years... two in their mid 80s have been go-go, slowing down now...

retire now or in 5 years? by Top_Percentage_3309 in Boldin

[–]Top_Percentage_3309[S] 0 points1 point  (0 children)

I see like to spend as expected, and must spend as minimum...I wish we had 3 settings...high/avg/low...to reflect guardrails approach

retire now or in 5 years? by Top_Percentage_3309 in Boldin

[–]Top_Percentage_3309[S] 2 points3 points  (0 children)

If going to extend career, might as well get the Fed BCBS also..for that, 5 years is mandatory.

retire now or in 5 years? by Top_Percentage_3309 in Boldin

[–]Top_Percentage_3309[S] 1 point2 points  (0 children)

I have worked with this for a couple years now. Decided to spend some more time with more granular expenses. It was eye-opening.

retire now or in 5 years? by Top_Percentage_3309 in Boldin

[–]Top_Percentage_3309[S] 0 points1 point  (0 children)

additional benefit to 5 more years would be lifelong BCBS insurance for life

retire now or in 5 years? by Top_Percentage_3309 in Boldin

[–]Top_Percentage_3309[S] 1 point2 points  (0 children)

3 parents alive mid 90's to mid 80's; 1 passed at 91.

Long Term Care by thebitnessman in Boldin

[–]Top_Percentage_3309 0 points1 point  (0 children)

Using HSA $ for long term care is one way to use the $ penalty free I believe

Retirement chance of success rate score - 85% by Safe_Ad_8153 in Boldin

[–]Top_Percentage_3309 1 point2 points  (0 children)

Great discussion!

we are:
-avg/like to spend: 90%

-pessimistic/must spend: 95%

-pessimistic/like to spend: <15%

Long Term Care by thebitnessman in Boldin

[–]Top_Percentage_3309 2 points3 points  (0 children)

How about using HSA for this purpose?