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  1. Tax minimization calculator
  2. Variable annuity firing squad or slowly strangle.
  3. RMD today
  4. 1099s
  5. What are your rebalance triggers?
  6. Estate Attorney and Executor?
  7. CC Denied Because We're Not Up To The Eyeballs in Debt
  8. California EV Rebate
  9. Rebalancing Portfolio challenges
  10. Need your thoughts on Bond Funds
  11. What does "enough" mean to you?
  12. Municipal Bond Fund Changes Related To Tax Reform
  13. Preplanning / Prepaying for Final Arrangements
  14. The Elegance of Indexing
  15. 2018 Tax Planning
  16. Need a Mobile Broadband plan with no Monthly fee.....
  17. Accessing your money
  18. Single stocks vs sector fund risk?
  19. Quick question on IRA recharacterization
  20. Capital One CC $150 free cashback
  21. Gov. S/D, what impact on the markets ?
  22. Online banking--any issues?
  23. Turbotax Free from Chase
  24. Ratchet Up
  25. Roth recharacterization for 2017
  26. Roth IRA doesn’t seem good
  27. Govt shut down
  28. Portfolio Visualizer
  29. How did you finish when you hit FI earlier than planned?
  30. Prepaid 2018 Property Tax- will you take the deduction
  31. FIRE success rate
  32. Interest Rates on the Move! (Finally)
  33. Should I invest in 457(b) def comp?
  34. Net Worth increases AFTER RETIRE
  35. Need advice on bond fund investing
  36. winners who quit after winning
  37. Favorite streaming service
  38. Question: What ratio do you use for housing expense?
  39. Foreign inheritance questions if anyone here knows
  40. Fidelity MyVoice
  41. FOMO, a new acronym for our vernacular !
  42. Living Trust for Medicaid?
  43. New TV today
  44. Living Trust Trustee Question
  45. Would appreciate comments - close to relative ER, concerned about risk
  46. HSA investments for Californians
  47. Turning 50
  48. Increase 401k contrib pct before last bonus payout?
  49. Investments Structure for retiring pre-55
  50. RE Income Effective Tax Rates - Higher Spenders
  51. Looking for the magic formula for Roth conversions vs RMDs
  52. Replacing a bunch of smoke detectors
  53. Dividend paying stocks
  54. State sales tax on internet purchases is back on the table
  55. Basic SWR Question
  56. Surprising Social Security Analysis
  57. Interesting viewpoint on credit cards
  58. IRA can be a taxing decision based on 2018 tax changes
  59. when to reset SWR basis
  60. What to do with an annuity? question
  61. IRA rollover
  62. Q4 2017 estimate tax due
  63. 4% rule for 2018 - Pfau updates the charts
  64. Telephone IRS Scams....
  65. 25X annual expenses ???
  66. Capital Gain Tax and New Tax Law
  67. Question on Flagship services
  68. Fear and Greed !
  69. Do you feel lucky?
  70. 1st Time Estimated Taxpayer: Filing Docs?
  71. IRS free file is open
  72. Overshot my AA Target
  73. American Funds Dilemma
  74. Robinhood - Free Stock Trading
  75. Age 62 Conversions
  76. Roth IRA keeping old documents
  77. What to do when DW doesn't understand investing
  78. Applied for SS- now what?
  79. IRAs, Roths, RMDs & IRMAAs, oh my
  80. Roth withdrawal rules
  81. Setting AA and remembering past bad markets?
  82. 401k vs. taxable account allocation for FIRE
  83. When to Cancel Disability Insurance / Life too...
  84. Paying off Parent plus loans with 457B funds?
  85. Bitcoin Commercial
  86. ACA and Tax Strategies
  87. Should I consider a HELOC?
  88. Break-even SS 62 vs 66 vs 70 calculators ?
  89. Retirement Calculator/Planner for multiple incomes??
  90. Asset separation or not?
  91. Selling Land - Capital Gains
  92. Won the Game/Moving the Goalposts?
  93. Money Laundering
  94. RMD, Roth Conversion opinions on our situation
  95. Dirk Cotton : Minimizing regret
  96. Losing faith in Vanguard
  97. Decedent's credit card reward
  98. My AA and risk reduction plan
  99. Tips for a TIPS ladder?
  100. Am I a market timer or just rebalancing?
  101. March 9, 2009
  102. Recharacterization.......one last chance?
  103. Just curious ????
  104. Calculating my tax torpedo situation - did I do it right?
  105. Collecting Social Security benefits at age 62
  106. Bonds vs. Bond Funds
  107. Allocation Thoughts
  108. PSA: Don't Forget to Review Your Home & Auto Insurance For Competitiveness
  109. new version of kiddie tax
  110. signing up with Vanguard Personal Advisor Service
  111. Bengen: Fixen A Broken Withdrawal Rate
  112. Doable or Not
  113. Is it a good time to buy pot stocks ?
  114. Personal Finance Software recommendations?
  115. Prioritize Roth IRA or HSA since I live in CA?
  116. Is there a formula for this?
  117. What could you cut?
  118. Paid State Tax By Mistake - Refund Advice
  119. WOW!
  120. Fidelity managed accounts
  121. Did she use the W word yet?
  122. Tax Cut savings calculator
  123. Interest rates on the rise finally?
  124. Amazon purchase... Aaauugghhh!
  125. Car repair philosophy. Anyone think like this?
  126. Got my first 2017 tax document
  127. 401k Rollover vs IRA contrib
  128. Dow 26k by Jan. 31
  129. $100 per barrel oil by summer
  130. Credit Cards with good perks??
  131. My first full year of retirement, 2018 tax plan...
  132. 2018 YTD investment performance thread
  133. Downgrading from Chase Sapphire Reserve
  134. States responses to IRS tax caps
  135. Withdraw from IRA and delay Social Security?
  136. 2017 S&P 500 sets a record
  137. Advice on buying new home in retirement.
  138. Warren Buffet wins $1 million dollar bet
  139. Index Funds
  140. Roth Conversion Strategy Changes in 2018?
  141. DIY Will ????
  142. Anyone see All the money in the world?
  143. debt repayment question
  144. How to Move $ from Roth to VanguardAdvantage?
  145. Credit Card Rewards Summary 2017
  146. Rebalancing 2018
  147. Investment Plan for 25-year old
  148. Dow 30k 2018
  149. Is it better to leave a taxable account as an inheritance than an IRA account?
  150. It's tomorrow ...
  151. TurboTax 2017 Costco Discounts
  152. Save money by being on kids cellphone plan?
  153. OK, all you number crunchers, sharpen your calculators !
  154. Brokerage Tax Witholding
  155. Qualified Charitable Distribution Questions
  156. Withdrawal rates for 2017, and planned for 2018
  157. Almost one year into ER-here are my observations
  158. Assumptions
  159. Tax Owed for 2018 vs 2017
  160. AARP has been terrific for us
  161. How many years expenses in cash/bonds if the rest is 100% stock?
  162. Small victory for the little guy
  163. Interesting EOY metrics
  164. Stupid Question about CDs
  165. Vanguard 529s reporting $0 balance
  166. Why CDs?
  167. 2017 Spending Summary and Analysis
  168. Looking for suggestions for tracking income/expenses
  169. Any Ideas for a Fund/ETF to Cover Europe?
  170. Rebalancing when you mainly have high gain Taxable accounts
  171. Turbo Tax Schedule D issue
  172. Tax efficiency vs. volatility balancing
  173. need help with financials before we pull the plug
  174. Year End Housekeeping !
  175. Mock tax form, where to locate MAGI total for ACA subsidy
  176. DQOTD: Saving Paper Receipts?
  177. Rude awakening at the early buffet
  178. Transition from higher income while working to moderate income in retirement
  179. Should I pay estimated state tax
  180. Newbie-Withdraw Strategy for 2018. Annual, monthly?
  181. HUD Home - Owner Purchase (not developer)
  182. Dad's Finances and Change in Behavior
  183. SS Question
  184. Barron's crystal ball article !
  185. Living within biking distance to work vs. paying off low interest student loan
  186. How much detail to share with (young) adult children?
  187. I'm not sure owning bonds has much of a payoff
  188. FIRE Withdrawl Strategies 101
  189. Living trusts & new tax law
  190. Roth recharacterization still OK for 2017?
  191. Fidelity FUSEX fund
  192. Merry Xmas & Happy New Year
  193. 2018 Strategy
  194. Alternatives to Conversion/Recharacterization
  195. Preview of the US without pensions
  196. Cap gains strategy
  197. Domicile when you travel a lot ?
  198. 2018 1040 Tax spreadsheet
  199. Short term IG bonds to complement intermediate term?
  200. Can't find a reason to quit J.O.B.
  201. Alt coin trading fun (and how do traders track basis)
  202. Personal Capital FA
  203. spousal benefits and deceased spouse
  204. Bubble: 2017 review in 197 pages
  205. calculator to determine total annual returns by position
  206. Retirement Planning Spreadsheets with a Tax Bracket Warning
  207. Please....help me determine the taxable portion of social security for obamacare magi
  208. 529 rules for non-citizen children
  209. Advice wanted: Fully contribute to 2018's 401K in 3 months ?
  210. Almost 62, do not plan to receive SS until 70, do I need to do anything now?
  211. Good article from Fidelity "take on Taxes"
  212. The FIRE uncertainty principle
  213. Poll: Leveraged investments...
  214. Any danger to MAGI going over CSR threshold this year if signed up for Bronze in 2018
  215. Deciding on VHDYX...
  216. Just wanted to report back!
  217. Recharacterization conundrum: Ed Slott vs. Michael Kitces
  218. Investment Guidance Requested : Army Officer
  219. Moves due to tax bill passage
  220. Dividends and Inflation
  221. Update from my 2009 intro post
  222. Real estate income under the new tax law?
  223. In a nut shell Tax cut/Job act passed
  224. Firecalc compared with Vanguard Retirement Nest Egg Calculator
  225. Hey Tax guys
  226. Any 50/50 Balanced Funds Out There ...?
  227. Tax Reporting of Ally 11 mo. No-Penalty CD
  228. What's the new MAGI formula under the new tax law?
  229. Blow that dough (It's official now)
  230. Should I convert some funds to a Roth ira
  231. Should we cash the check?
  232. Long term cap gains question
  233. Satire Cartoon Video: Rat Race Version of Happiness
  234. Cubicle, oh cubicle, how I miss thee ...
  235. Problems switching from Turbotax Premier to Deluxe in future tax years?
  236. Edward Jones ?
  237. etf OUSA
  238. Did I outsmart Hewitt on my 401k withdrawal?
  239. Warren Buffet indicator
  240. Real Estate Issues in Retirement
  241. Seeking Advice
  242. Can real estate substitute for bonds in asset allocation?
  243. CPI vs chained, not a big deal
  244. I have a new idea for cyber currency
  245. MetLife failed to pay some pensions
  246. Release of final tax bill details
  247. Help Understanding Veterans Pension Rules
  248. Help with quick tax question.
  249. 2017 Personal Inflation Rate
  250. Preparing for higher taxes