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  1. Final review
  2. leave it to nephew
  3. Dividend reinvestment or core account?
  4. Where to send pension payments?
  5. FA's & Fp articles
  6. iORP Retirement Spending Models
  7. TurboTax It's Deductible
  8. Question About Continuing With Fund Outside IRA
  9. RRSP (Canadian) withdrawal process and options
  10. Municipal Bonds
  11. Treasury Direct Info Request
  12. Rungs on the bond ladder
  13. RMD and after-tax(taxable) investing at Vanguard
  14. Fidelity "Bonus" for Transfer and Unknown to Me After Tax Rollover of Excess 401K
  15. Laid Off - Keeping ER on Track
  16. Single Income or SWR With Significant Other?
  17. Stay in VBIAX fund after retirement?
  18. Mortgage refinance - Which rate would you choose?
  19. Questions on my first time having to file 1040X
  20. ? WEP - no pension
  21. ? About deducting healthcare expenses
  22. Roll Pension or Take Annuity
  23. 1MM advice from the wise?
  24. Looking for comparative info on annuities
  25. Tax prep cost
  26. A pension domino falls
  27. Peak Inflation in Retirement
  28. Missing CC Offers
  29. Reverse Mortgage
  30. What mortgage number to use in retirement modelling
  31. Pension Before 59 1/2?
  32. This will force me to retire FOR SURE
  33. Matson Money
  34. Pro-rating Pre / Post Tax IRA withdrawals
  35. Kemper Insurance?
  36. Harder than I thought it would be
  37. A Google Sheets Toolbox
  38. Understanding correctly?
  39. Thoughts on diversifying investments
  40. Is today the day for 20K ?
  41. Retirement Excel Spreadsheet OR Website
  42. Capital gains tax
  43. Wealth creating strategies
  44. Rollover IRA balance over SIPC limits
  45. Mortgage Life Protection Insurance
  46. Borrow Just Before Retirement
  47. Moving 403b to an IRA
  48. Mint.com Alternatives
  49. Which tax form to report a lump sum distribution from non-qualified def comp plan?
  50. Business 401k - Vanguard
  51. 2017 tax and beyond
  52. Lost Opportunity Video
  53. budgeting one time yearly expense
  54. Chase checking and online bill pay of Chase credit cards.
  55. Behavioral Finance-Anne Tergesen Article
  56. Dealing with Trad IRA tax rate & early withdrawal penalty
  57. 2017 budget based on 1998 spending
  58. Pulling the Plug
  59. Advice if you have itů HELOC in Maryland
  60. What triggers the 0% balance transfer offer
  61. Indexed technology investments?
  62. Current Moneydance users
  63. 72t withdrawal from IRA and Roth IRA coversion at same time?
  64. Roth conversion date for tax purposes
  65. 3-PEAT Retirement Withdrawal Strategy
  66. School me on 401k in service withdrawals
  67. Where to Park $400K for a Year?
  68. Will my Husband collect any SS?
  69. Estate Distribution 12+ Years From Now
  70. Roth/IRA tax question
  71. Financial Pros/Cons of being Married/Single in Retirement
  72. UK a great place for Americans to retire.....if you can get in
  73. Assets of 90 Year Old Relative; Your Opinion Please...
  74. Why not paper-file taxes?
  75. Absolute Return Solutions.....?
  76. how much to withdraw from ira (RMD)
  77. Tax on Social Security
  78. Financial Personality Types
  79. Qualified Dividends
  80. Question: Whole Life and PUA Policies
  81. Save money in a way most don't know about
  82. Military exchange shopping for veterans
  83. Tax Year For December Social Security Payment
  84. Sobering Stats
  85. Blank Checks From Multiple Credit Cards
  86. Arrrgh the f#*&$!@ financial industry is so intentionally opaque
  87. It happened in Australia
  88. Products that are worth the money
  89. When to pull the pension trigger
  90. Should have moved annuity over sooner
  91. 401K - Early Withdrawl with no Penalty
  92. Thoughts on Short-Term Reserves
  93. Long time since
  94. Does PIA change, given no additional wages?
  95. divorce affecting FIRE plans
  96. Amazon Prime 5% cash back cc
  97. New CC Approval Easier Then Expected
  98. How To Save For A House?
  99. Kitces: An interesting exploration of the increase in life expectancy
  100. Lump sum of 500K or $3500 PM @ age 65
  101. Different Roth contribution question
  102. Can I roll over my after tax IRA $ into a Roth?
  103. Possible rule change for inherited IRA's
  104. DIFFERENT mortgage payoff question
  105. Year by year pre-FIRE checklist
  106. Anyone Incorporate their trading / investment account?
  107. Leave Kids Life Insurance, IRA, or other
  108. Variation on ROTH horse race conversion method
  109. Poll: Retirees, do you keep your Excess Withdrawal? Or Spend it?
  110. Roth conversion projected benefit
  111. Another Do Your Own Tax Question
  112. Turbo Tax Confusion
  113. RMD nuts and bolts
  114. 401K Contributions in the year of FIRE
  115. Should I contribute to my IRA
  116. iOrp and Roth Conversions
  117. Backdoor Roth now or wait to see if MAGI qualifies for typical Roth
  118. Interesting equity return "predictor" - Household Equity Percentage
  119. SP500 moves off major lows
  120. Taxable long-term disability benefits received prior to minimum retirement age
  121. 2017 goal: maximize ACA credits or Roth conversion?
  122. Stable Value Fund Rates
  123. Tax Prep DIY
  124. What Home & Auto Insurance Coverage Do We Really Need?
  125. Spending down IRA in retirement
  126. What will the death of the Stretch IRA do to markets
  127. Life Expectancy (redo)
  128. Whole Life Insurance
  129. 2016 Income Tax Status
  130. Discretionary spending % in retirement
  131. CD laddering in rising rate environment
  132. Another rant about taxes
  133. Late retirement annuity?
  134. Annuity Options I Never Considered...
  135. Debt and GDP question
  136. Tax advanted fund in a Roth?
  137. New year, new AA
  138. The Champions of the 401(k) Lament the Revolution They Started
  139. Closet Indexes
  140. 2017 YTD investment performance thread
  141. SWR another 6.5+ million calculations
  142. RMD from Inherited IRA
  143. The Champions of the 401(k) Lament the Revolution They Started
  144. Survivor benefit or Life Insurance?
  145. Running out of money?
  146. Is being "over" working justification enough?
  147. Sobering Probabilities
  148. Need a new credit card
  149. Nice Little Run
  150. Ways of financing a second home (Snowbirding)
  151. Senate Finace Committee Votes 26-0 to Kill Stretch IRA
  152. 2015 YTD performance thread
  153. Shopping Around for Insurance
  154. Pension Adjustments
  155. Question re: SSAnalyze - Bedrock
  156. TT Deluxe FREE for military
  157. Vanguard total intl bond index - vtabx
  158. Deliberate Roth conversion with no earned income?
  159. Roth IRA conversion not worth is because higher SS tax ?
  160. Questions about conversion of after-tax 401k to Roth IRA
  161. Exposure to debt
  162. Poll: What proportion of your portfolio is due to market growth ?
  163. Is there any thread or poll where we stand
  164. Pls Confirm: Can I recharacterize Roth after Jan 1 to get 2016 ACA Subsidy?
  165. I just realized I've doing my WR calculations incorrectly
  166. Investments
  167. Indexed Universal life
  168. FireCalc Bernicke Reality Retirement Plan
  169. 403b to 401a or 457b or tIRA ?
  170. Roth conversion tax savings vs market
  171. Tree removal a deductible expense?
  172. ER Forum Dinner in January for Wash DC area
  173. Interest rates in the next few years
  174. Losing Money When Decluttering?
  175. LTCG 2016 vs. 2017?
  176. Retirement Math Logic
  177. Net worth calc
  178. Lump sum investment and Tax strategy ?
  179. Started Social Social Security at age 62 but my break even date is well into my 80s
  180. IRA to HSA tax free
  181. Cost to Heat Your House
  182. Pension Survivorship Options?
  183. Another ROTH Question
  184. ER Forum Dinner Get Together for Xmas
  185. Discount Brokers Free Services
  186. Vanguard Advisor Rant
  187. As if human FAs weren't enough
  188. Alteratives to Wellington?
  189. Online tax prep sites - thoughts?
  190. HSA Catch Up Contributions
  191. Capital gains, Dividends....
  192. Taxes: Going over the 15% bracket due to LT Cap Gains
  193. Medical Deduction vs. HSA
  194. Escaping US Credit card debt by moving abroad
  195. Can I withdraw IRA $ at 59 1/2if I'm still working?
  196. GOP plan to cut SS
  197. Unplanned Roth Conversion and Taxes
  198. "Your New Benefit Amount" SSA says
  199. Is a civil settlement taxable?
  200. Credit Card Debt
  201. Revenue Streams and Asset Allocation
  202. WhooHooo! Signed up for SS today!!
  203. Taxes... those damn taxes!!
  204. PBS Tonight 8PM "Moneytrack Money for Life"
  205. Very small networth when ER ?
  206. Free Turbo Tax Premier available on Fidelity
  207. Lowering Tax Liability in December
  208. Fidelity Greenline Forum
  209. RMD Question
  210. Roth rollovers: 403b vs 457 vs IRA?
  211. Anyone else waiting for pension eligibility?
  212. Puzzling over inflation in the next 30 yrs.
  213. Tax Planning Strategy question
  214. Has Anyone Tried PeerStreet?
  215. Poll: What % of net-worth do you still have to pay tax on?
  216. The Future Of SS & Medicare Up in the air... Maybe?
  217. Poll:Tax advantage % of net worth
  218. Opinions regarding the future of US dollar as World Reserve currency
  219. IRMAA La Not-so-Douce
  220. Help me understand how to negotiate a car lease
  221. Duration Risk
  222. Market for Rewards Cards "Overheated"?
  223. 401k NUA Tax Strategy
  224. Looking for input from the brightest minds on the Internet!
  225. TurboTax: Deluxe vs Premier
  226. Declining life expectancy
  227. Creditkarma offering free fed and state tax filing for 2016 (including e-file)
  228. total estimated capital gains
  229. Taxable Accounts and Taxes
  230. Question about Morningstar Reports
  231. fidelity full view and vanguard
  232. When to jump in?
  233. Employer converting employees to self-employed and huge tax hit
  234. Roth Conversions at 15% or 25% Tax Bracket?
  235. Thank you for the Fido Promo Info
  236. Poll:Your SEPP thing
  237. Need some input (Help)
  238. Seeking Help on Unusual Social Security Situation
  239. Help: Roth Conversion with some After Tax content
  240. Is Dallas the next Detroit?
  241. Being worth more at the end than the start
  242. What are your numbers?
  243. Seeking Info on TIAA Traditional Withdrawal Options
  244. Vanguard
  245. Is this reasonable? Roth to adjust income
  246. 3-step procedure for sustainable retirement savings withdrawals
  247. Start a 72t to save on Tax's?
  248. New Member who likes to play with future numbers
  249. Quicken Help Pane Problem
  250. Quitting cleverly?