About Zoso7

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Solved Re: Retired mid year 23' & began regular IRA withdrawals, can I stil...

Thank you so much for confirming this for me.Tim

Zoso7

Updated Feb 17, 2024
Re: Retiring in 2023, have a couple of HSA questions

All great info, thank you to you both for taking the time to respond, I appreciate and am now assured I'm covering my bases as best I can.Tim

Zoso7

Updated Feb 20, 2023
Re: Retiring in 2023, have a couple of HSA questions

So to confirm, my best strategy is to just let my employer payroll deduct the maximum per month (regular and catchup) until I retire? This will fund my HSA with...

Zoso7

3

Updated Feb 20, 2023
Solved Re: Traditional IRA for retiree with no earned income (married filin...

I was calling it "Simple", but just looked at her Form 5498 and hers is just a regular IRA.Thx.

Zoso7

Updated Feb 05, 2023
Solved Re: Traditional IRA for retiree with no earned income (married filin...

Thanks so much to each of you, I might sleep better tonight.Tim

Zoso7

3

Updated Feb 05, 2023

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Date Registered	‎February 5, 2023 4:26 PM
Date Last Visited	‎February 26, 2024 10:57 PM
Total Messages Posted	9

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