Monthly Older Posts: August 2021

How do I best use my Roth account during retirement?

When Patti and I officially started our Nest Egg Care retirement plan in December 2014, I had no Roth IRA. All our retirement accounts were Traditional IRA, and most of our money was in retirement accounts. I posted here and here about the importance of

What changes in your financial retirement plan when a spouse dies?

What changes in your financial retirement plan and, most importantly, how is the surviving spouse’s financial well-being affected when one spouse dies? This purpose of this post is to describe the key changes as I see them. The key point is that the surviving spouse’s

How do we meet COVID-19 requirements to enter the UK and return to the US?

This post doesn’t have anything to do with financial retirement planning, but I thought I would describe the current COVID-19 requirements to travel to the UK and to return to the US – as best as I understand them. That’s because this was the all-consuming

Have you started on your tax planning for 2021?

My tickler file tells me that this is the week to take my first draft cut on my tax plan for 2021. This post is to describes my steps. I get three things from this process: 1) a rough guess of our Safe Spending Amount

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