View Full Version : FIRE and Money
- Lump sum, Dollar Cost Avg or Wait right now?
- Anyone else use this rent/buy calculator?
- Trust Return
- Buy or Rent in Florida ?
- Cash in annuity when it matures?
- Home Refinance - Should I include my Spouse on the Loan?
- Customer Service Experience Vanguard vs. Schwab and Fido
- Filing a tax return with no income.
- ltc insurance
- Would Roth conversion make sense?
- Stock Cost Basis Transfer on Tender Offer ?
- Last day to contribute to i401k for 2020?
- Smacked by SPACS?
- How low can you go?
- Are these investments redundant?
- Seeking Experience/Opinions for LPL Financial
- John Mauldin Market Forecast
- When to sue and when to just let go?
- Bengen says 4.5% is the new 4%
- Knowing when to call it quits....
- Interview w/ Originator of 4% Rule
- Increasing Lifespan & FIRE
- Edward Jones vrs Vanguard
- Return of RMD--what docs for 2020 returns
- Does this withdrawal "rule" make any sense?
- Your 2021 S&P Prediction.
- Overlapping Identity, Theft, Account Protections
- SS question
- Catch-up, taxable, or "glide"?
- Index Funds as "CD equivalents"?
- EFTPS Documents?
- Added historical returns to my spreadsheet
- Is a 403b with Vanguard worth it?
- Tax Software HSA Max Allowed
- what to do with universal life insurance policy?
- Rule of 55 and Roth 401k
- The stock market highs
- Vacation Rental Mortgage vs Primary Refi
- Who wants to be a billionaire (almost)
- Lower 401k contribution to increase taxable contributions?
- Horribly misleading nonsense from the Motley Fool
- AA & Fin Advice for a New Retiree?
- New Administration & Social Security
- Quarterly Tax Estimates for newly retired ?
- Social Security & FIRE Planning
- Making quarterly tax payments to the IRS?
- Roth 401k benefits
- Poll:Vehicle habits
- Increased Risk for Landlords?
- 401K consolidation question
- An early financial update on myself...
- E-filing Questions
- Should I Be Worried?
- Question, lost stock certificate
- Tax Season Starts Feb 12 2021
- ETrade Beneficiaries and Service Issues anyone else?
- Benefit of working longer? (Nah)
- DQOTD: Soc Sec Spousal Benefits?
- FERS, TSP, Retirement, what am I missing?
- For those who transitioned their Vanguard accounts
- the Standard Insurance Company?
- Beneficiary name change
- My Annual IRS IP PIN Waiting Game Has Started
- Is 1% of home value ok for home maintenance?
- Net Worth of the 10%, 1%, and 0.1% Households
- SS and Medicare
- Social Security spousal benefit
- Poll:What's your 2020 effective tax rate?
- Paying COBRA with HSA
- Info for heirs
- Auto Insurance Question
- Need Ideas to Help My Sister
- where is my rollover?
- Feedback for my portfolio-Wells Fargo Intuitive Investor and ITOT
- Putting a value on Military Retirement
- Is it just me, I cannot find where to free file on the IRS Site!
- Do you really only keep 7 years tax returns?
- Is it time to move on from DIY Investing?
- Retirement Tax Specialist
- SSA.gov AnyPIA calc won't work
- You can early retire, but you can’t file taxes early
- Seeking Bond ETF education.
- Use Roth money to pay back some IRA Covid distributions?
- Question about US vs. International Bonds
- Roth conversions and MAGI limits on Roth IRA contributions
- I did a thing today!
- Firecalc--is my math right?
- Home Insurance Deductible?
- What to pair with Wellesley for 10 year Horizon?
- cash-out refinance; proceeds pay off debt on investment property
- FOMO is hitting the streets...
- What an investment in Tesla can do...
- Non tax Rich, Taxable Poor
- So much bullish sentiment
- QA my retirement expense plan
- Scary SORR Numbers
- EOY HSA contribution question
- Quick Asset Allocation Question
- dividend difference between 3 fund and my fidelity funds
- simplifying credit cards?
- Reblancing vs. Capital Gains Tax
- Yet another thread looking for advice :)
- Stock basis
- Credit Card Rewards for CY20
- Fun financial calculators for math junkies
- Question about Wells Fargo
- Traditional to Roth Conversions this week?
- Poll:For those who take their annual withdrawals at the beginning of each year...
- Moving from Stable Value/cash Back into Stocks
- Taxes after last working year....
- Multiple expansion and debt financed asset inflation
- AA Question - Taxable and Tax Advantaged
- Question re: Toyota IncomeDriver Notes
- Would like help allocating into a 403bRoth and tIRA please
- PSA: Gmail & the latest iPhone update
- Calculating rate of return
- Inheritance and Illinois taxes
- A delusional couple wants to retire
- Canvas annunities online
- RMD Withdrawal Tax Question
- What to do with 18 Mo/2 Year Money?
- What to Do if You’re Already Wealthy?
- 3 months left to work, how to minimize taxes with severance pay upcoming
- Is this Normal?
- In Kind 401k rollover to IRA
- Advice & question on retiring at 52 in 2022
- Roth 401K withdrawals with coronavirus bill
- Invest proceeds from home sale
- Best CD, MM Rates & Bank Special Deals Thread 2021 - Please post updates here
- Share Your FIRE Milestones - 2021
- 2021 Investment Performance Thread
- 75% salary to Roth 401k - is this a good idea?
- Asset allocation within Roth
- Question on Roth Conversion
- Seeking advice from Early-retire Educators and Others
- Is it too late for a Vanguard Roth conversion?
- More on Roths and Taxes
- How are you going to spend (or not) your stimulus check?
- Investing in the later stages of retirement
- Stimulus $600
- How to split money to stay FDIC insured
- How to buy a new vehicle on the internet?
- Pricing adjustments on Ex Dividend Day
- 457b and 401a Rollover
- Early retirement account withdrawal recommendations
- 1st World: No Tax Loss Harvesting This Year
- Roth conversion tax withholding "true up" question
- 2020 Spending Summary and Analysis
- Roth conversion counts as part of 72t distribution???
- Has VTSAX paid all it's dividends for the year?
- Fidelity Solo 401K
- COVID-19 Relief Act and Spending Bill is signed.
- CARES Act Charitable Contribution
- Withdrawal Strategies-Bucket study
- turbo tax still not complete
- Putting Vanguard funds into Money Market (VMRXX)
- SS question - impact of ER on payment
- Bonds in AA - what type of bonds?
- The Healthcare Subsidy Income Cliff & Corona
- Head's Up - Quicken Premier 1 Year Subscription - $47 (Amazon)
- Change residency to second home
- The flip side of "Is 'early retirement' insensitive ..."
- Funds at Vanguard for rollover IRA
- Made the money... now what?
- Retirement Planning During Covid from Kiplinger
- Poll:Are You "Probabilistic" School or "Safety First" School?
- Turbo Tax -disc or download
- Merry Xmas and Happy New Year
- Merry Christmas from the IRS anyone else get the joy?
- Turbotax vs Turbotax
- Sibling "Buy-out" in Probate
- Calculating Social Security benefit
- Where to enter IRA recharacterizations in TurboTax Premier
- How do you know you haven't made a math error?
- Paying children for work in business and Roth contributions
- Fed Up of Quicken, Moving to Moneydance 2021 in the New Year.
- Free electricity to cook the turkey
- VMMXX vs BND: do I understand correctly?
- Do the "youngs" use Quicken?
- Hard Reminder: Health is not Certain
- Planning for this year's Roth conversion, hit a wall, stumped!
- Is "early retirement" insensitive right now?
- Charities
- 2020 Update Post (and prior updates for reference)
- New type internet phishing scam?
- Retirement planning
- Vanguard lowers Treasury MM fund minimum fro 50K to 3K
- Roth conversions and multiple TIRA accounts
- Congress set to ban surprise medical billing
- Saving for new car
- Minor note on ACA subsidies and marginal rates
- FIREcalc vs. Personal Capital
- Ex-dividend, record and payable dates for ETF: confused ...
- Is it time to stop contributing to a TSP?
- Bridging the gap between 65 and 70
- Downsizing and Selling Stuff. Is the Money one gets Taxable.
- My first homeowner’s insurance claim
- Roth IRA from Traditional IRA Transfer
- When to take 2021's RMD?
- year end tax advice for newly retired
- advice re: mortgage, allocations, and taxes
- Anybody doing five years of cash the rest in stocks or anything like that?
- Covid and Annuities
- cash from capital loss transaction still income?
- putting numbers in Turbo Tax early
- Has anyone here participated the IRS "FreeFile" Program?
- Hard lessons of FIRE: loss of identity....unbearable amount of free time.
- Not Sure What To Do - 401k Rollover
- My Plan - Too Conservative, Sounds Right or Aggressive?
- Strategic Capital Gains vs. Roth Conversions
- What’s the frequency and strategy for withdrawal your investments?
- What probability of success did you retire at (or plan to retire at)?
- Obamacare Tax Credit Question
- Boston College says TIRA over Roth ???
- 2020 HSA Contribution Limits
- What Counts as Income for ACA (Obamacare)?
- Net Worth Calculation - Severance
- Low Income Roth or Not ?
- First time doing our taxes - How enter Mutual Fund Distros?
- RMD for the year 2020 and Roth Conversion question
- Merging IRAs
- My ROTH conversion this year
- Annual vs monthly IRA withdrawals
- Correct execution of a 72t plan?
- 2020 RMDs from inherited IRAs?
- any Synchrony folks here?
- Signing up for Social Security online...
- Calculator for IRS Publication 915 Worksheet 1. Are Social Security Benefits Taxable
- Refi Options?
- UGMA account
- Help make my investments more tax efficient
- 2020 form 709
- Poll: Do you have a Bank Safety Deposit Box?
- Asking for Mutual Fund Advice for IRAs
- How much before it matters?
- Pulling plug ACA taxable/IRA withdrawal ?'s
- I'm through with Quicken 2016
- ROTH Conversion Advice re RMD and Tax Rates Please
- Quick Roth Conversion Tax ?
- A $300 Tax Deduction to Charity
- Who has gotten rid of debit cards?
- Number of brokerage accounts
- Schwab vs. Fidelity??
- Betterment CEO hangs it up
- Umbrella policies
- 'Nother Retirement Calc
- Change the Plan or Hold Steady?
- We made the big decision today!
- Where in i-orp report can you see the suggested Roth Conversion Amount?
- when to stop 529 contributions?
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