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  1. How the Fed affects your portfolio
  2. First grandchild born today!
  3. Vanguard Stretch Annuity Distributions
  4. Best Free/cheap online Tax SW w/e-file?
  5. Survivor Benefit Plan-to take or not to take?
  6. Scottrade
  7. Vanguard withdrawal question
  8. Psychology of Retirement Income Satisfaction
  9. HSA funding via IRA transfer second time from spouse?
  10. Online banking exclusively?
  11. Cash to avoid estate tax
  12. Pay off or not to pay off?
  13. Decision criteria for investing in REIT?
  14. Interesting idea to beat crazy health care premiums
  15. Taxing SS Benefits
  16. Question for the experts
  17. Free financial Seminars?
  18. Ready to launch
  19. Anyone using the Larry Portfolio?
  20. TIPS with Inflation-adjusted pensions/SS
  21. What prompted you to pull the trigger...
  22. Looking at your investment performance
  23. Mental barrier
  24. SS Sustainability without reduction now at 2029
  25. Capital Preservation Trust Language
  26. Mountain America Credit Union
  27. I can't e-file my tax returns this year
  28. Need 3% of $700K Annually. What AA is best?
  29. A piece of fluff I actually agree with...
  30. Planning for a More Expensive Retirement
  31. Renting your place in VRBO or Airbnb - experiences
  32. 401k contributions
  33. Older Americans may have to postpone retirement under New health bill
  34. why vug is so much more expensive than vigrx
  35. Coin collection value
  36. Ready to build an Income Plan
  37. Quick Turbo Tax Question......
  38. SS at 62 or 70?
  39. Stable Value Fund
  40. whence positive UBTI (IRA issues)
  41. SS a little "early"
  42. Engagement ring purchase
  43. Timing a change in mutual funds?
  44. A goofy look at inflation
  45. Would you FIRE in this scenario?
  46. To All The Dollars I've Loved Before
  47. Crystal Ball on Future SS Haircut
  48. Should we be withdrawing more sooner?
  49. Which Vanguard or Fidelity Fund for Growth?
  50. Roll over 401k to IRA for RMD reasons?
  51. California taxes on HSA dividends, interest or cap gains?
  52. Moving from managed portfolio to Vanguard - have questions
  53. Botched article on 401k
  54. Question about disclaiming part of an estate
  55. Think I'll pull the plug next year at 63. Wild card is health insurance.....
  56. RMD from Inherited IRA
  57. Tax question regarding new roof on rental house
  58. Legal Settlement Minimizing Tax Impact
  59. Fido bill pay and the newer Fido CC
  60. Animal spirits? How many months to go?
  61. DFA Target Date Retirement Income Funds
  62. Taxes from LTCG and Qualified Dividends
  63. Fidelity offers buyouts to 3,000 older workers
  64. Vanguard Advisors
  65. Real Estate and Taxes Question
  66. How much is enough?
  67. Debt and GDP
  68. Retirement income planning to spend down assets
  69. payoff mortgage w/savings yes or no?
  70. New Credit Card Offer
  71. Oil prices will never return to $100 a barrel
  72. Capital gains effect on taxable Social Sec.
  73. Moving TSP money from G Fund to...
  74. 401K Company Matching Amounts
  75. IRA and Taxes question
  76. MF cost basis conundrum
  77. 401(k) and Bonus Check
  78. SS with large age gaps
  79. Home Made Roth Conversion?
  80. Question re RMDs and Roth Conversions
  81. Double-check me. Am I okay to retire?
  82. Investing With Pension?
  83. Diversification through rental property?
  84. Selling rental to pay off primary house
  85. Any 2016 Boeing Company retirees get a surprise paycheck today?
  86. Poll: Does a Pension factor into your FIRE Plans?
  87. Negotiating New Car Price?
  88. LT Cap Gains: effects on taxes and MAGI
  89. The "Retirement Crisis" is worse than we thought
  90. Deploying a large quantity of cash
  91. What to do about income reaching Roth income limits?
  92. A quick, basic question ... definition of WR
  93. 27 for 27
  94. Excess Roth IRA contribution
  95. Best sites about WR for early retirees
  96. Fidelity RPM
  97. Stupidest NYT financial story ever?
  98. Good HELOC rate for Texas
  99. Thoughts on turning 62
  100. Can a HELOC be called just because we retired?
  101. 4 year free car financing
  102. Does it make sense to defer property tax?
  103. Test of constant % spending model
  104. Looking for advice 401k
  105. Millennials-Advice to break through the road blocks of high cost of education
  106. Fidelity Asset Manager
  107. Brokerage or Roth / kids 529 or Roth
  108. Oh Crap, what is still on the table
  109. ER, New Mexico and health insurance?
  110. Re-characterization mechanics at Fidelity
  111. Does it matter whose IRA we convert to Roth?
  112. More retirement income 'advice' ???
  113. Withdrawals when Market is High?
  114. 2 years later, ready to deal with inherited account
  115. Trying to understand 'investment income'
  116. why not just Wellington, also a real estate Q
  117. Now retiring, need advice for an income fund
  118. H&R Block and foreign tax credit
  119. I have a question contributing to a Roth
  120. Transitioning from saver to spender; considering toy purchase
  121. Help me with stock dividends
  122. When Bond Funds Make Sense
  123. Questions on 401k rollover, NUA, After tax offset etc.
  124. Need help with math - what is my AA?
  125. Reporting non-dividend distribution on 1099-DIV
  126. Don't Ask, Don't Tell for Obamacare?
  127. Is doing nothing a bad strategy
  128. Market high-would you pay off mortgage?
  129. Retirement Calculators Revisited
  130. New Milestone - $300,000
  131. Another Dumb Social Security Question
  132. Anatomy of a bull market
  133. How to explain FIRE to (soon) ex-coworkers
  134. Had to rebalance for the first time
  135. Pension Lump or Annuity? (and Firecalc Investigation)
  136. Path to FIRE, only one problem
  137. TaxAct - major price increase
  138. Turbo Tax Deluxe 2016: Anyone Else Having Problems With ‘Estimated Tax Payment’ Entry
  139. Yet another withdrawal strategy thread
  140. Recession's Mark on Millennials
  141. Reduced SS take home amount question
  142. SS Maximum contribution
  143. Sell Mutual fund and taxes
  144. What would you do?
  145. Leaving assets to heirs...better taxable accounts versus IRA's?
  146. Update - Sort of
  147. TD Bank phones out for days
  148. Trying to make lemonade out of lemon -- what to do with a variable life policy
  149. Practical estate question
  150. Interesting Vanguard Article on Actively Managed Funds
  151. Fidelity allows payments with insufficient funds
  152. Military SBP, qualified plan?
  153. Social Security question for ya....
  154. the Estate "Death" Tax
  155. Not putting my money in PenFed
  156. 403b Mutual of America vs. Taxable
  157. Defending against Elder Fraud
  158. Home Sale Question
  159. How Does the Level of Household Savings Affect Preference for Immediate Annuities?
  160. Retirement - 3% - 4% Withdrawal
  161. Rental Real Estate Surprises
  162. The horse has left the barn on the fiduciary rule
  163. Taxable vs Tax Advantaged Retirement Savings
  164. Best option for small inheritance?
  165. Benefits of lower income vs tax gain harvesting
  166. Questions about Vanguard ETFs
  167. Update to: Another "Can I retire yet" post
  168. Purchase Additional Pension Service Credits?
  169. how to ladder-up withdrawls?
  170. tax software gripes
  171. Do I need to Paper File if I Recharacterize?
  172. ER with young kids
  173. 401K Rollover question & Accessing it at 55 yrs old penalty free
  174. Financial Insecurity and Mental Illness
  175. What Percentage in Portfolio would you do
  176. Exemption from Social Security taxes
  177. Tax: Can you deduct medical expenses if on parent policy ?
  178. Estate planning
  179. Executor of Living Trust/Will requirements
  180. Does our portfolio help anyone else?
  181. Final review
  182. leave it to nephew
  183. Dividend reinvestment or core account?
  184. Where to send pension payments?
  185. FA's & Fp articles
  186. iORP Retirement Spending Models
  187. TurboTax It's Deductible
  188. Question About Continuing With Fund Outside IRA
  189. RRSP (Canadian) withdrawal process and options
  190. Municipal Bonds
  191. Treasury Direct Info Request
  192. Rungs on the bond ladder
  193. RMD and after-tax(taxable) investing at Vanguard
  194. Fidelity "Bonus" for Transfer and Unknown to Me After Tax Rollover of Excess 401K
  195. Laid Off - Keeping ER on Track
  196. Single Income or SWR With Significant Other?
  197. Stay in VBIAX fund after retirement?
  198. Mortgage refinance - Which rate would you choose?
  199. Questions on my first time having to file 1040X
  200. ? WEP - no pension
  201. ? About deducting healthcare expenses
  202. Roll Pension or Take Annuity
  203. 1MM advice from the wise?
  204. Looking for comparative info on annuities
  205. Tax prep cost
  206. A pension domino falls
  207. Peak Inflation in Retirement
  208. Missing CC Offers
  209. Reverse Mortgage
  210. What mortgage number to use in retirement modelling
  211. Pension Before 59 1/2?
  212. This will force me to retire FOR SURE
  213. Matson Money
  214. Pro-rating Pre / Post Tax IRA withdrawals
  215. Kemper Insurance?
  216. Harder than I thought it would be
  217. A Google Sheets Toolbox
  218. Understanding correctly?
  219. Thoughts on diversifying investments
  220. Is today the day for 20K ?
  221. Retirement Excel Spreadsheet OR Website
  222. Capital gains tax
  223. Wealth creating strategies
  224. Rollover IRA balance over SIPC limits
  225. Mortgage Life Protection Insurance
  226. Borrow Just Before Retirement
  227. Moving 403b to an IRA
  228. Mint.com Alternatives
  229. Which tax form to report a lump sum distribution from non-qualified def comp plan?
  230. Business 401k - Vanguard
  231. 2017 tax and beyond
  232. Lost Opportunity Video
  233. budgeting one time yearly expense
  234. Chase checking and online bill pay of Chase credit cards.
  235. Behavioral Finance-Anne Tergesen Article
  236. Dealing with Trad IRA tax rate & early withdrawal penalty
  237. 2017 budget based on 1998 spending
  238. Pulling the Plug
  239. Advice if you have it… HELOC in Maryland
  240. What triggers the 0% balance transfer offer
  241. Indexed technology investments?
  242. Current Moneydance users
  243. 72t withdrawal from IRA and Roth IRA coversion at same time?
  244. Roth conversion date for tax purposes
  245. 3-PEAT Retirement Withdrawal Strategy
  246. School me on 401k in service withdrawals
  247. Where to Park $400K for a Year?
  248. Will my Husband collect any SS?
  249. Estate Distribution 12+ Years From Now
  250. Roth/IRA tax question