- ESOP Company Filing to Go Public - ESOP Valuation Impact?
- Ameriprise Financial Spam
- Portfolio Comparison Performance Tool
- Social Security Withdrawal Request/SSA-1099 Question
- Don McLean and American Pie
- HSA, divorce, dependents and contributions
- Apple Card
- Anyone Here Purchased a MYGA from immediateannuities.com?
- investing in stocks
- social security pension
- 401k
- Applying for Social Security online
- CO offered intriguing option vs full retire
- Anyone Use Pay1040.com to pay Fed Taxes
- Lump Sum vs. annuities?
- What is the best Alternative to Quicken after 2020 (Non Subscription)
- Is it better to use before or after tax money to pay for 401k/tIRA rollover to Roth?
- Etrade low transaction cost portfolio
- Traditional IRA tax reporting
- Son rolling over 401K
- More relief for tax underwithholding
- Thoughts on building a bridge to SS FRA
- Ideas to celebrate milestones
- Fisher Investments
- How much passive/fixed income would you need to get out of equities?
- FIRE? Pfft!! It's All About HOT!!!
- The real impact of inflation on Retired Folks?
- Retirement Formula based on the value of your house?
- Safe Place for Emergency Fund
- How Do You Withdraw?
- IRS Form 8606 and dealing with Non Deductible IRA Questions
- Durable POA benefits in this situation?
- Tax on Treasury Bill Interest
- Schwab (and others) 1099 corrections
- New "Two Cents" video on FIRE
- Restricted Social Security Application
- retirement late in life
- 45 Y/O 5 years to go!!!
- Invest in Cannabis ETF: Get Denied For Mortgage Loan?!
- Irrevocable Trust Question
- Theft After Death
- Capital One POD (finally)
- Social security timing and health question
- Social Security Question
- How to deal with $10 Roth IRA check
- comments wanted
- Glen Reeves Tax Estimation Excel Spreadsheet 2019 1040 available now
- Figuring NET portfolio gain
- Citi Cash Back Card Autopay?
- schedule E rental properties 80%
- Sched C and not taking SS yet-earnings posted wrong
- Federal Income Tax: Deducting Long Term Care Premiums
- Poll: Has social media changed investing...
- VG reported it as an early distribution - why?
- The Pension Series
- More Roth conversion question
- Bank Of America “Advanced Center”
- Helping a friend with IRA money
- Signed up for Social Security
- Should I roll 401K to IRA?
- Savings Bonds Confusion
- Question regarding tax withholding
- $$ Gift question
- Help with Security Death Benefit
- How to Realize LTCG in ETF
- Wrong first name on daughters W2
- Should I keep rentals in the mix?
- Investing and Military Financial Education website
- Foreign Tax Credit carryover
- Social Security Spousal Benefits Question
- Withdrawing excess ROTH contribution after filing taxes
- Unearned Income Tax Question
- Tax Return Issues Related To Healthcare Insurance
- Budget Categorization
- Deferred Comp Firecalc question
- where to put extra money
- Vanguard and Revocable Trusts
- Email from 10 years ago
- "Small Estate" Probate Process in IL?
- Tax deferred investment planning
- How would you protect a financially-uniterested spouse
- Very Impressive
- Do you read the prospectus?
- Power of Attorney Dilemma
- Article on NY audits of Florida tax refugees
- I did it - I won! FIRE attitude + business sale
- Pension help - lump sum?
- The "In case of Death" plan
- Fund for retirement income?
- Does social security “back pay” retirement benefits?
- Which Vanguard Fund for Small Taxable Account
- Questions about WEP
- WSJ and keeping/transferring your IRA to employer's system
- Anyone take out life insurance on their kids?
- Quicken Deluxe 2016
- Capital Gains from "Demutualization"
- Novel and scary phone scam
- Can Someone's Tax Returns Tell You His/Her Net Worth?
- Buying a house
- Tax Software; Multiple States
- Where did all the cryptocurrency fans go?
- unplugged, smile and puzzle
- How much do you need?
- Social Security and income question
- What would you do with a $19k pension?
- California and part-year return (TurboTax)
- Vanguard to end cash management service
- Stock and Bond Markets Diverging
- Quitclaim Deed questions - add DS for tax break?
- So, would you?
- Boomer Retirements - Not a Surprise
- Will IRS let me do this?
- How do you plan your MAGI for ACA, Medicare,etc.?
- Revisit Rent vs Own Home
- The Dumpster Fire of Illinois Public Pensions is Still Smoldering
- Fidelity Retirement Income Planner (RIP)
- Need a place to invest some inheritance...
- Military Officer 7 years out
- What are reasonable FA annual fees?
- Should I stay or should I go?
- Another FIRE article
- My moms portfolio
- How much time will this cost me?
- Tax payment options
- How long would you wait to close an account?
- Asset allocation with $8 million
- Help w/ 401(k) and 457 contribution
- Tax on Social Security Income has income cliff?
- Retirement Income Plan A
- Future Inheritance Considerations in FIRE?
- Day to day money decisions - what would you do?
- Using Form 8958 with married filing separately in community property states
- Tax facts for 2019
- Fidelity under probe for hidden fees
- Let Long Term Disability Policy Go?
- Any NY State retires here (tax questions)?
- ER and effects on Social Security
- How do I know if we have enough to retire?
- turbotax & 1098-T (college expenses)
- When to say nothing..
- Aflac Accident Indemnity insurance too good to be true?
- TurboTax, form 6252, and cost basis?
- Backdoor Roth IRA question
- Retire at Holiday Inn instead of retirement home?
- Pension withholding starting in April
- DQOTD: Managing Fed & State Estimated Taxes?
- Taxes On Qualified Dividends
- Sprint's 55+ cellphone plan
- Simple Wealth, Inevitable Wealth
- Smartphones
- TD Ameritrade opinion
- 72 T IRA distribution - Any experience out there
- Managed Bond Funds rather than Index Bond Funds?
- How big emergency buffer do I need with small kids?
- The disastrous effect of a 1% management fee
- Dividends and CG's
- Portfolio Preservation thoughts
- Best Place to buy Real Estate- NC?
- Unhappy "Elite Professionals"
- Either I or Vanguard messed up my ROTH contribution
- Hi! Asset allocation help for 39-year-old - managing risk if want to retire early
- Burned by Capital Gain Return
- Excess Roth IRA contribution
- anyone ever heard of bi-monthly SS payment ?
- Combine Roth IRA's for a couple?
- Social Security Question for Divorcee
- Poll:2019 Federal Tax refund - more or less? poll
- Take a bow FIRE crowd - we are a rare species
- Upside of SORR
- What does Medicaid pay for nursing homes?
- Should I really contribute to my Roth IRA?
- Does a home purchase even make sense?
- Am I over insured?
- TurboTax flaw
- Property Tax Reassessment and Back Taxes
- Mortgage Loan for Asset Rich but Limited Income Retirees
- 1040sr
- Planning the good life and longevity calculator
- Cost of Children to age 21
- Extreme budget cuts
- How expensive a FIRE home?
- Does Medicare Come Out of SS?
- Fidelity 1099 now available
- sever or stay
- FIRE effect on SS benefits
- Ten Yr Anniversary of Market Run
- Senior discounts
- Tax Bracket Question
- I kind of want this property
- A real quandary....how to spend it all
- Kids in college and health insurance
- Tax Tips (not Tricks!)
- Tax Slaughter
- What would you do? MIL issue
- which fund for ira
- IRA withdrawal question
- Brokerage or Roth?
- Insurance without an insurable interest
- ROTH conversion (5 years to withdrawal)
- Questions about Social Security and Longevity Risk.
- Liability Protection
- Yet another SS survivor's benefit question
- 1099's - Mutual Fund Short Term Capital Gains
- Rental LLCs vs Large Umbrella
- RE Investments as part of portfolio
- Any regret for being conservative about investing
- Selling our home- agent or no agent
- Retiring earlier than planned: What matters most?
- Budget tracking and inflation spend
- 2018 Roth IRA contribution?
- Pension: pay my own taxes or have plan withhold?
- Roth WD ?
- 5% or more withdraw
- How do you handle irregular withdrawals?
- Portfolio Review
- Transfer Roth TSP into Roth IRA?
- I'm like a deer in the headlights on this decision
- Convincing myself that I have enough money to retire
- Fidelity Planner Question
- Non Heath Insurance Inflation
- Analysis Paralysis?
- TurboTax Rounding Errors?
- What Investment Tools and Resources Do You Use?
- Irrevocable Trust Question
- Facts and figures
- Personal home sale tax free gains
- 2019 dividends showing up on my 2018 1099Div?
- IRA tax document?
- Self-employed Health Insurance Deduction
- Is SS more than you expected?
- Do We Have 10+ Year Retirees?
- Best calculator for early retirement projections
- Spousal SS (an easy question)
- Federal Tax Cuts Delivered for us - your experience?
- ACA and Annuities
- 1040 line 4a & 4b
- Social Security Decision
- New dog
- When are COLA increases reflected in the SSA website?
- QuadrigaCX founder died over 190 Million missing
- Has anyone locked down their credit?
- Even God Couldn’t Beat Dollar-Cost Averaging
- Building Wealth
- Heads Up for Ally Bank Transfers Out
- Brokered CDS within an IRA
- Shutdown and Delayed SS
- Printing Return on Taxact Basic
- How much to budget for retirement home
- Returns - TWRR & MWRR - And the Canadians!
- Vanguard being difficult