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Dana Anspach Profile picture
@moneyover55
Sep 14, 2023 • 1 tweets • 1 min read • Read on X
@AnthonyVicino @threadreaderapp @threadreaderapp unroll

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More from @moneyover55

Dana Anspach Profile picture
Apr 29
A retired client with total income of $49k paid an effective tax rate of 34% on part time work in 2023. How does this happen? 👇
For 2023, they have a partial year of Social Security income, some IRA withdrawals & received an advanced premium health care tax credit.
We calculated things out quite nicely to determine the IRA withdrawal and tax withholding amount. But…
Read 7 tweets
Dana Anspach Profile picture
May 4, 2021
Two months ago I was talking to my mom and she mentioned her mortgage interest rate was > 5%. I asked for a copy of her statement to look into refi options. Instead, I ended up making her mortgage payment. Why? Time for a thread on mental illness & what I learned about it. 👇
My parents divorced when I was 3. Mom remarried when I was 5. She had primary custody of me. She struggled with alcoholism and was diagnosed bipolar. She picked fights w/ my stepdad and the police came to our house often.
Sometimes the fights were violent. Once she ripped the phone off the wall (yes they used to be mounted to the wall instead of carried around in our pockets) and threw it across the room at him. At one point she was committed to a mental institution for 6 weeks.
Read 18 tweets

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