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Archives for August 2020

Do Roth Conversions Satisfy Required Minimum Distributions?

August 7, 2020 By ESI 16 Comments

In Seven Steps to Creating Passive Income through Dividend Investing a couple readers got into a discussion. It began with this comment: I’m almost 75 and therefore taking annual RMD’s. One strategy I’m using is to transfer stocks, which are down by the largest percentage, from my regular IRA to my Roth IRA. This should allow them to now grow tax free and also satisfies my … [Read more...]

Filed Under: Retirement, Taxes

Retirement Update: 4 Years

August 5, 2020 By ESI 58 Comments

There's some interesting and unique stuff in this post...don't skip through it or you might miss something. ;) Wow. Four years. I've been retired for four years now. In some ways, it seems like I left work yesterday. In others, it feels like I've been retired for a decade. Must be those retirement reverse dog years making me feel that way. ;) I can say that at this … [Read more...]

Filed Under: About, Retirement

Millionaire Interview 197

August 3, 2020 By ESI 15 Comments

The following is a millionaire interview I first published on a previous site. I have several of these interviews, conducted over the past several years, that I now want to place on ESI Money (so they are all in one place). I’ve been posting them every now and then, but would like to get them all completed soon, so you’ll see more of these in the next few weeks. All great … [Read more...]

Filed Under: Interviews, Millionaires

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