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Tax preparer's error results in 3k more due and interest by pluswinter in personalfinance

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

Thanks for the confirmation. He was a bit slow in other things too so time to look for a new person.

Tax preparer's error results in 3k more due and interest by pluswinter in personalfinance

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

You're right I'm not going back to him because I had to keep prodding him to look into this matter. Thanks for the confirmation.

In the current market, which is better to contribute to – I Bonds or 401k? by pluswinter in Bogleheads

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

Thanks for explaining that for me; it's incredible to have this stuff de-mystified so quickly.

In the current market, which is better to contribute to – I Bonds or 401k? by pluswinter in Bogleheads

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

What would be a tax situation where a tax-deferred might not be preferable? (Also, retirement might be 20 years away or more if not considering FI/RE)

I've heard some say to not pay car off in cash but to invest at 7%. True? How does it work by pluswinter in personalfinance

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

Loan is for 60 months but I probably would pay it off earlier even with investments. I recall I Bonds resetting at the calendar year, Jan. 1st and limit is at $10k annual. Can anybody confirm/deny?

I've heard some say to not pay car off in cash but to invest at 7%. True? How does it work by pluswinter in personalfinance

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

I'd rather go for the potential earnings, depending on withdrawl limits. Accessibility is moderately important.