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- Are We Too Conservative with Our Numbers?
- Wash Sale Related to IRA
- Retiring but deferring pension?
- Buying Bonds on Schwab Acct.
- Some bond insights (basic) for newbies
- how high will cd rates go?
- Roth for 2nd home
- all weather Total portfolio adjustment
- BOA-google pay-card deleted-scam
- Is EVERTHING desirable?
- Health Reimbursement Account (HRA) - Retirement Planning
- Gen Z and "Buy Now, Pay Later" services
- Roth Withdrawal Questions - Pre 59.5
- ROTH conversion - asset growth question
- How soon until CD rates reflect the Fed hike of May 4th?
- How to find non-deductible IRA contributions
- Yet Another SS Question
- Treasury Bills On Vanguard
- Turbo tax bond question
- Brokered CD's, Charles Schwab or Fidelity?
- Partial year ACA? Half year overseas
- Picking a maximum tax bracket for Roths.
- Buying bonds today...Help!
- Borrowing from your 401K?
- SS and Automatic Medicare Part B Payment Questions
- Where to Park some Money
- Firecalc Crystal Ball Experiment
- Basic fixed annuity question
- Looking for suggestions
- Question about duration
- How invest for short medium time prospects?
- Washington (IRS), we have a problem!
- The BEST Roth Conversion Strategy in 2022? | Roth Conversion Timing
- Estate Planning that includes a trust
- Fidelity Cost Basis WTH?
- Changing first name from nickname to official name
- Taking the plunge, buying T bills, some questions
- Advice: Daughter buying first car in grad school
- Harvesting for tax loss
- Social Security at 70
- Which Asset Classes Protect Against Inflation by Larry Swedroe
- The effect of rising rates on Bond Funds
- 72t SEPPs to bridge the gap
- real estate dual agency?
- VTAPX vs VFSUX
- Vanguard website help
- Has Anyone Who Filed Federal with a Form 1116 Gotten a Refund?
- Quickens Latest Boo Boo
- Buying T-Bills, Holding To Maturity
- Expiring-Vanguard patent on ETF as a share class: it may not matter
- Should I run this through a 529?
- Complicated state taxes
- Giving son money for graduate school?
- Americans spend hours and hours preparing their taxes. We shouldn’t have to.
- Question on Estimated Tax Payments
- if I buy a home for a $1, then sell it for a $1...implications?
- Brokered CD's in Rising Interest Rate
- Can we do this?
- Clawback from state where you used to live for IRA deductions.
- Anyone else getting subscription exhausted?
- Investing into a Brewery
- Can I roll stocks into my fidelity brokerage
- IRA distributions / Boring CD's..
- Early Retirement Will Bankrupt Your Dreams, Here’s Why
- Daughter Considering Eloping Over Traditional Full Blown Wedding
- Question re: buying treasury bills thru Treasury Direct
- Loosening purse strings before retiring?
- "Personal Capital" alternative?
- Any 2% Cash Back Credit Cards that Don't Have Foreign Transaction Fees?
- Paying Estimated Taxes: 1st Time How-To?
- 401k to Trad IRA while w*rking?
- Pay cash for home with these new mortgage rates?
- Have not used my HELOC checks - do you just write a check to yourself?
- Car insurance coverage limits
- PSA: Tips on getting a mortgage in retirement
- The Super Rich and Taxes
- Borrowing against unrealized gains
- 1 Year Treasury Note vs. Total Bond Fund
- higher SWR
- which is best SS estimator
- Advantage of keeping SOME money in old 401k...?
- Transfer On Death (TOD) Deeds for Real Estate
- Really Fast Refunds
- Who pays the tax on a savings bond?
- The Quintessential Good News-Bad News Situation
- Does anyone use Turbo Tax for estimating ROTH conversion taxes?
- Turbo tax and HR Block trying to sell data - wash post
- TurboTax asking for spouse AGI
- Big Change in Financials
- Poll: Your 2021 Taxes Federal Tax Rate
- Mint.com
- How to prove old Roth contributions?
- Questions about estimating income for ACA
- question on SS/Medicare payments
- 60 Day period to undo a ROTH conversion?
- New Vanguard acct
- Would foreign earned income tax break apply?
- IRS Refund delays - Efile
- I turn 59 1/2 in December of this year
- Trad IRA to Roth Conversion after retirement
- Treasury Direct - 1099-INT/no Payer ID #?
- W-2's but no W-4 to add them
- Form W-4 question
- Pulling the trigger - What things should I do or consider?
- Rising equity glide path
- How do I gift my son Our House
- Accidental IRA wash sale
- Charts to compare fund combinations over time
- Roth conversions and life expectancy
- Correcting Old Tax Filing Error
- US Gov't Employee Thrift Savings Plan Changes
- 4% Rule (xx% "rule" or 25-30x expenses) Question
- 457 disbursements- post 59.5 in PA
- Are there any insurance professionals here 2.0
- inherited IRA question
- I'm puzzled: IRS wants me to submit 1099s
- 529 Withdrawal question
- Home Capital Gains Exemption
- Vanguard Mutual Fund to ETF Tax-Free Conversion via Taxable Brokerage Account
- Inherited IRAs and Status of the 10-year Rule
- At The Finish Line?
- Taxes, Inherited IRA, move to Traditional?
- Hesitant to pull the trigger
- Article and comments on USD as Reserve Currency
- Can't file dad's last tax return...
- Living Trusts Probates and Letters of Testamentary
- Article on Taylor Larimore
- Double atm fees?
- Can I retire like this? (3.2 million net worth)
- Morningstar: The State of Retirement Income
- Separately Managed Accounts?
- Can My Son Use My Turbo Tax disk on His PC?
- Best Credit Card for Large Purchases with 0% interest for xx Months
- Secure Act 2.0 increases age for RMDs ..impacts?
- Oops! Tax return corrected?
- RIP Pat Goss Motorweek
- Secure 2.0 Retirement Bill Passed House, on to Senate
- FIRE and Rentals
- IL tax site now requires login
- Pension annuity question
- HELOC's
- Anyone Else Delaying (Bond) Roth Conversions This Year?
- Is there a limit on how many partial rollovers from 403b to tIRA in one year?
- RIP - Michael Price
- Cashing in 30 year EE Bonds
- Fidelity HSA Account
- What's your Asset Allocation plan for 2022 ? 2023 ?
- tax reporting - sale of collectables - 1099k
- AARP Tax-Aide Volunteers - ethical question
- Gifting to Children
- Noisy spending data
- Dealing with MAGI uncertainty
- Tax Question
- How to Change Withholding for Social Security
- Can we claim the sale of an inherited property as a loss?
- What to do? Life insurance policies
- Understanding What Causes SS to be Taxable
- Fidelity Technical Difficulties?
- Advice on tax software for deceased parent?
- Rules on Where to Draw From?
- I may be good for another 5-7 years
- New Vanguard active management
- Chase Sapphire Reserve Free Identity Monitoring
- Selling investment property while on ACA?
- Selling house to Opendoor or any I-buyer
- Wellington duration
- Anyone else not receive a ssa-1099 due to social security check being withheld?
- New financial planner
- Retirement with little saved
- Secondary Treasury market
- Multi Asset Funds
- Good info on non-deductible contributions to IRA and the 8606?
- Can you avoid capital gains with an IRA
- Anybody Rely Mostly on Dividend Funds? Questions
- Canadians living in the USA and receiving OAS
- Rule of 55 -vs- 72T
- 2 different credit cards with fraud charges
- Vacation property annual costs
- MYGA's, Annuities, CDs - Decisions, Decisions.
- Dumping my extra cash into Taxable for next home/land down payment.
- Should I avoid a Wealth Management Advisor?
- Well, they fired me. Or they say they are going to.
- Carryover loss
- Make a guess
- Managing Dividends and Capital Gains
- Back door Roth
- How do annuities get distributed to beneficiaries?
- Fed Raises Interest Rates, First Time Since 2018
- The IRS owes me $, can I offset that if I pay taxes for my 2021 return?
- TaxAct question-solar income
- Question: Atlantic Coast Life Insurance Retirement Plus Multiplier Annuity
- PenFed
- Pick just one place?
- Asking For A Friend - Schwab
- Employer sponsored Roth 401k and an IRA
- Empower retirement company?
- How Many CD's Are Too Many?
- What's your 401K Withdrawal Routine or Strategy - Monthly, Yearly, or Whenever?
- Need some CD knowledge
- Biggest Worry
- My first day of re-retirement
- where to park cash - saving for 2nd home
- Line Up for Cheaper Gas at Costco or Walmart?
- Backdoor roth and megaback door questions
- 1099 contracted employee allowable deductions
- planning for Medicare + Social Security
- The Secure Act Legislation to raise age for RMD
- Joint Bank Account - two states?
- HRBlock Tax Software - Anyone Find Way to Verify Imported Lines Quickly?
- Tax Return Fee
- How far over your 'number' did you go?
- Private mortgage to DD and DSinLaw
- Understanding Returns
- lump sum analysis help
- Survey: 64% of Americans Now Living Paycheck to Paycheck
- Who has not/will NOT do Roth Conversions?
- Jonathan Clements on Wealth Track
- So Why Is It Not A Loss If I Sell Everything? SELL THE DIP
- Question on Vanguard Consolidated 1099s
- Inherited IRA RMD-Comments open
- Costco Visa allows direct deposit for rebate now
- T-Mobile Connect, $15/month prepaid
- money markets and FDIC
- How do you use MYGAs? Any tips?
- state tax on roth conversion
- Mystery check from IRS
- Sold !
- TurboTax: Foreign Tax Credit, Form 1116 Schedule B mess
- Made A Mistake On My Federal Return. File An Amended Return ASAP, Or Wait ?
- How much to leav
- Trying to sell paper stock certificates from UK.
- 72(t) rule change
- Getting out of Russia?
- Brokerage TOD Beneficiaries?
- Investing in Yieldstreet
- Individual Roth vs Solo Roth 401(k) sanity check
- New employee questions
- Retiree Finances Survey - article
- Check stolen in the mail and cashed by thief
- public service announcement: organization
- Annuity planning questions
- 1099-B Question *Related To Dividend Reinvestment*
- EJ Brokered CD - Market Discount, Gain, & Interest
- Condo rental depreciation question
- Spending Budget Recalibration
- price question
- Would Appreciate Your Thoughts!
- Theory now is - Stock Market will skyrocket further because of the Ukraine-Russia War
- Social Security Survivor Benefits for a Widow
- AARP Tax Aide Help
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