How much do YOU think YOU need to retire? ...and at what age will you (and spouse) retire? (Part 1)

Fraud is defined as “wrongful or criminal deception intended to result in financial or personal gain.”

If you lie about your income and receive no advantage, it is not fraud.

If you are signing a form under penalty of perjury, then maybe you have committed perjury, although I don’t know who in their right mind would prosecute it if you didn’t profit from it.

“Misstatement of income to not get a gov’t benefit” is not a winning case.

And for ACA, isn’t the income statement just to calculate your subsidy (if any)? If you get it wrong it all comes out in the wash when you do your taxes, I thought.

If you misrepresent your income so that you can get subsidies under ACA instead of enrolling in Medi-Cal, it seems like that would in fact be a problem. If you want to go out to the insurance market and buy your own qualifying insurance plan without subsidies, that’s up to you. But if you want the government to help pay for it, live by the rules your representatives in government put in place.


In our situation, I can just call the broker and say sell something that will generate X amount of income for next year. So that the ‘guess’ for future income stated on the form is close.

@TatinG,

I know you haven’t spoken highly of Kaiser but there are a lot of doctors who would love to work there.

Is there a Kaiser near you? Kaiser treats its patients the same no matter which kind of plans they have.

You can play this income game for a year. The second year, aren’t you going to have to show a tax return?

@katliamom, any of the Bogleheads books are good. The one most appropriate to your question is http://www.amazon.com/Bogleheads-Guide-Retirement-Planning/dp/0470919019/ref=sr_1_2?ie=UTF8&qid=1462918522&sr=8-2&keywords=boglehead+guide

ETA: and www.bogleheads.org (.org, not .com) is a great place to ask questions, hang out, etc.

There is no problem showing the return. As of now, we can draw down whichever assets, cap gains or no. I guess I will have to talk to an insurance broker to see what individual non ACA plans are out there and. Ompare them to an ACA plan.

Per pre-65 health insurance ballpark estimates, thanks for the planfinder links. Without an account, at first I only seemed to be able to estimate “savings” (varying by income). However eventually I found a way to show the many plans. For our ages (54/61), the cost per couple varied between $850/month ($6000 deductible) and $1950/month (no deductible)

Thanks for your help, @IxnayBob. Much appreciated.

dstark,
I think Kaiser has improved, but they used to have a very stringent (ie large) # of patients their Drs were supposed to see in a day, which left little time for any chart review, and the required signing off on PA and nurse assistant Rx requests as well. Hope they have changed that, as Drs I knew were unhappy with that pressure.

@jym626,

How long ago was that?

Kaiser is an interesting model. They DO have some excellent MDs (I have a relative working there as an MD, as well as a former board member). They can be very selective on their MDs and pay (or paid) their nurses well.

Sometimes (as is currently happening in HI), there are extreme pressures to reduce costs in the short term, so they penalize MDs and RNs who stay too long, thereby getting a lot of the more experienced professionals to all leave or lose pension and/or medical benefits. To fill the staffing shortage, they hire less experienced staff and/or temporary staff who get NO benefits. This has sadly affected morale and adds pressure to staff.

On the other hand, they do have electronic medical records that are consistent throughout their system. You can email your healthcare professionals and get a response. The turnover mentioned above is confusing to patients and can affect continuity and quality of care.

Personally, I like being able to choose my MDs and all are BCBS, so I’m sticking with it. Kaiser patients are happy to not have to worry about surprise out-of-network charges.

In a AARP article (May Bulletin) “New Realities of Aging” states “in Cook County IL (the Chicago area) there is a 33-year difference in life expectany depending on where one lives.”

“Where you live is also a factor in determining how long you will live.”

New book out by Jo Ann Jenkins “Disrupt Aging…”

Look forward to getting more familiar with ways to live our best life at every age…

33 years??? That is huge.

It is probably due to violent deaths. If you include all the 19 year olds who die in gang violence in a few ghetto blocks and a few blocks of well-to-do, 33 year is not shocking.

Its where you live and also how much you make.

http://www.npr.org/sections/thetwo-way/2016/04/11/473749157/its-not-just-what-you-make-its-where-you-live-says-study-on-life-expectancy

from the article above

"…The study, published in JAMA, the Journal of the American Medical Association, bolsters what was already well known — the poor tend to have shorter lifespans than those with more money. But it also says that among low-income people, big disparities exist in life expectancy from place to place, said Raj Chetty, professor of economics at Stanford University.

"For example, low-income people in Birmingham, Ala., live about as long as the rich, but in Tampa, Fla., the poor have actually lost ground

“There are vast gaps in life expectancy between the richest and poorest Americans,” Chetty said. "Men in the top 1 percent distribution level live about 15 years longer than men in the bottom 1 percent on the income distribution in the United States.

“To give you a sense of the magnitude, men in the bottom 1 percent have life expectancy comparable to the average life expectancy in Pakistan or Sudan.”

Also, infant mortality is worse, as are the consequences of under treated asthma in the young.

^Good point about infant mortality. That can bring down the average fast.

I guess I can bring up religion but not politics when talking about money and health care concerns for our ‘golden years’. There are religious groups like Catholic Hospitals (1 in 6 hospital beds). The paradigm is changing on insurance, medical care/costs, how available care is, etc. Being well informed for what is available in your geo area or where you should live with various health care issues can not only be helpful financially, but for survival.

I am not surprised about B’ham having not as much difference in the low income elderly versus the wealthy due to the types of health care available, big medical teaching/research university and university run hospital, and the amount of charity social services available. So much for the ‘digs’ Alabama gets from posters on this site (and yes the poor in rural Alabama do have it rough).

Not sure if this is the right thread for this, but the question is how and when do we wean our kids off some financial support.

Our oldest spent a year running a startup after college. He lived on what he called a ramen budget but we paid for a few things like cell phones, Netflix, and a variety of other things that went on a family credit card. He paid rent but he had my old car and I think I paid the insurance while he paid the gas. He’s now in grad school and we are paying his living expenses. he’s chosen to work on a startup this summer (while we are funding his expenses) instead of working for places like Facebook or Google or Palantir or i-banks that would probably be thrilled to hire him (he’s getting an MS in Computational/Mathematical Engineering and an MBA from perhaps the best school in the world for this stuff) at a high summer salary. We’re still paying for cell phone, Netflix, uber, etc. He has had research assistantships in college.

I have always been OK with this because he is simultaneously seriously bright (for those of you who know math, he took a real analysis course in college without going to class, just doing the problem sets, and got the highest grade in the course; on the final, the professor put on a problem in an area the class hadn’t covered and he didn’t figure that anyone would get it but wanted to see how far they would get and but ShawSon,not knowing that the class hadn’t worked at all in this area, just did the proof 100%), driven and ambitious but at the same time he is severely dyslexic and somewhat ADHD. He has always needed to a) focus on just a few things; and b) marshall his energy. It has worked, but he can’t succeed at the highest levels unless he is highly focused and so we have let him focus rather than pushing him to do extracurriculars or get jobs.

Our youngest child just finished graduate school – she got her MSN and passed her national boards as a Nurse Practitioner (at age 22). She has had jobs all the way through college and for the last 1.5 years, has worked weekend shifts and some week night shifts as an RN at a residential school for kids with serious brain/developmental/other problems. We’ve been covering Netflix, phones, rent (she’s been living in a condo we own), food, uber, etc. She has been in school continuously for 5 years (summers too) and is going to travel for 3 months in SE Asia and then look for a job as an NP. From what I can see, starting salaries could be as much as in the 90s but probably 80s or 70s – it is a little hard to tell and may depend upon location and kind of work.

How and when do we wean her from the Bank of Mom and Dad (BMD). Rent for sure she should be paying – either to us (actually to a trust that owns the condo) if she stays in Boston or to a landlord if she doesn’t. How fast have you taken kids off of the other things? Some of this would just involve transferring from one credit card (ours) to another (hers). Have you done it all at once or over time?

What about the fact that her older brother is still tied to the BMD? Financially, we had saved up for full college/grad school for the kids in 529 plans and will probably tap them out this upcoming year. He has cost more than she did as he will have 3 years of grad school and she had effectively 1.5-2 years. Then again, he didn’t live in a condo that was probably a lot nicer than she would have rented had she been renting. Both are responsible, very hard-working kids. His income/wealth potential is vastly higher than hers (or frankly, than almost any group of people you could find). I’m not tied to the idea of 100% equality in what we do for the kids but more about helping them get to where they need to go as happy, responsible contributing adults, which is how I have always seen my parenting.