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- Free TurboTax Premier from Fidelity
- I should rebalance but..................
- Mega-Roth tax question - basis
- Tax on unexpected enormous year-end distribution
- Fidelity Roth Conversion Questions
- How do you handle DAF donation attributions?
- Is this the most volatile market in 50 years?
- HO Insurance - Replacement Cost Logic
- Thankful for History...
- Accounting for tax refund in budget
- Tax Calculator -TAXSIM
- Quick ? - Roth conversion
- Question about the economy, stock market, and near future
- Anyone Planning on Reducing Distributions from IRAs If the Market Continues to Drop?
- 1031 probate exchange help
- how to transfer money
- In lieu of Roth recharacterizations
- Bear Mkt has begun.My FIRE plans solidified.
- Helping a friend
- When to convert Roth while managing ACA subisidy?
- More FIRE fail
- Gifting cash and the taxman
- What's with experian Online credit report
- Equity Allocation - would love feedback
- Check my tax thinking please
- I am Looking for a Financial Term
- Donation bunching when donating appreciated stock
- Jack Bogle's dour forecast
- Retirement Plans Change - Article Finding
- Real Time Gain vs CAGR
- Surrender Universal Life Policy?
- US Leading Index (includes yield curve)
- Be careful who you talk finances with!
- I need some annuity advice.
- Yield Curve Inverts
- New Apple veterans discount
- Having ALL one's Eggs in one Basket, VG or FIDO?
- Car care for vacation home owners
- Has anyone signed up for IDnotify?
- Update on our retirement and a Thank you!
- Ally Bank Interest Payment Dates
- Wellesley and Wellington Bond Fund Manager
- Easy SS question
- How much do you spend on your home?
- money market or cd
- Long term parking
- Disposable income vs long term savings
- Legitimate website/deal?
- Show credit worthiness (raising credit card limit) while not working
- an article in the NYT about annuity pitch steak dinner
- Reveal my intent??
- Yield chasing and credit ratings
- Questions about Vanguard Prime Money Market
- Probate
- How much do you spend on Groceries?
- Tax planning worksheet
- ACA Cliff vs $435,000 Withdrawal Now
- Why Are Single Family Housing Starts so Sluggish?
- How long will it take to get to FIRE?
- Cash Allocation 5 Years Before Starting Social Security
- How long do you plan to keep your car?
- Credit card for rental house property taxes?
- EZ money on Wall St
- Poll on "utilities"
- t401k to Roth IRA process
- Second Lowest Cost Silver Plan 2018?
- Where to put funds temporarily
- Purchase a vacation home ?
- Has anyone purchased thru immediateannuities.com ?
- ROTH Conversion
- Fraudulent invoices
- Spousal IRA Question
- Best state for military retirees
- Several small fraudulent cc charges
- Potential Private Retirement Benefit Info
- Who kept investing heavily through the great recession?
- Sales tax on out of state purchases
- Does not follow Dave Ramsey
- How **NOT** to FIRE
- Where Can I Find Fido Index Comparison AA Results?
- 401K and Traditional IRA contribution for 2019
- Investing headlines make me chuckle...
- Another FIRE article - the Guardian
- Retirement tax strategist? How not to make money.
- Poll: FireCalc option for "Bernicke's Reality Retirement Plan" Poll for FIRE crowd
- I Bond purchase limit exceeded
- Do SS benefits increase monthly before full retirement age?
- Mortgage in early retirement
- Time to check year end taxes
- Vanguard Wellesley and Capital Gains Taxes questions
- Vanguard Converting Investor Shares to Admiral Shares for Index Funds
- Market Spooks Older Workers
- Pretty close, critique/input/advice welcomed!
- Alliant 3% Cash Back VISA card
- Deferred Fixed Annuities
- How to find a Fee-Based, One-Time CFP Reviewer
- PenFed - How to move money efficiently to Vanguard, Fidelity or Schwab?
- Local Bank - Availability of Funds Delay, Large Check?
- Best way to sell commercial property
- Tricky Trust Questions
- IRS Form 199A calculator(Small business with Cap gains)
- seeking referral for Texas based CFP
- Take Capital Gains or do Roth Conversions?
- Transition from Spousal to my own SS benefit
- Screen scraping function for return YTD?
- Report from Tau Beta Pi Convention "Managing Your Investments for Retirement"
- Continue to Invest or Pay Down Mortgage Question
- Vanguard FA, Should we do it?
- Brokerage New Account Bonuses
- Backdoor Roth conversion timing question
- SS 2034 shortfall calculator
- Does Your Family Talk About Money?
- ACA payback and looking to next year
- How conservative are your models?
- Dividend ETF vs Individual Dividend Stocks
- Budget/Investment Apps... do you use one?
- FA - The Exception That Proves the Rule
- Rental Income Tax Question
- Retirement planning with basis
- Is anyone using personalcapital.com?
- High dividends stock ETFs/MFs
- Venting about ACA and requesting suggestions
- Explain Spousal Benifit from SS
- Any good Roth conversion estimator websites ?
- End of year strategy for IRA / HSA / taxes
- "Economy Firing On All Cylinders"..What?!
- Poll:How often do you check your financial holdings?
- No More ROTH recharacterizations
- Article:Large Check Fraudulently Issued from Savings Account by Phone-In Impersonator
- I'm taking over my IRA management
- Investing outside of 401k for the first time
- Were you raised by Depression-era parents
- Poll:Immigrant: experience or heredity?
- Tracking a spend down
- Stupid Fun with Investable Assets
- CD rate vs term
- Restricted SS Application
- Sovereign wealth fund
- Comfortable or Wealthy?
- Simplifying accounts
- Correction is over
- Callable step-up note 3.50%
- 105 YO retired for 40 years
- Promising Editorial On SS "Are Benefits Safe" from AARP Bulletin 11-2018
- What % of FI'ers are motivated by childhood memories?
- Tech Sales Professionals: Advice on gauging annual income and savings targets
- Hired a FA
- PenFed CD question - compounded daily vs. simple interest
- Using Schwab for CD ladder?
- 401k money to pay off mortgage?
- Credit card experience/advice
- Buffett
- Had no obligation meeting with a financial advisor, looking for feedback
- Commercial real estate question
- Tax Software, changing to a different brand - export data ?
- New Fidelity Index Fund Symbols
- 18mos out - investing question
- Cost-Sharing Cell Phone Lines
- Preservation stage vs accumulation
- Retirement Contribution limits going up in 2019
- In the trash
- Vanguard vs Fidelity Money Market & Brokerage Returns and Minimums.
- Bump rate CD
- where to park some money?
- Landlord push over or hard a$$
- Market correction anxiety
- Are You Top 1% ?
- Still - working - Life insurance question
- Short term cash question
- Opportunity Zone funds
- the case for 5yr CD ladders with rising rates
- 0% LTCG and ROTH conversions
- Social security widows benefits.
- How the heck can my older son get financial aid for college??
- AA and cash reserves
- Fixed income
- Is anyone brave enough to retire in Jan 2019 in this volatile market?
- Advice for Investing for 86 year old
- Looking for old post about market corrections
- Poll: Bond and/or CD Ladders?
- Shopping Insurance
- Anyone Retire when your kids are in college?
- Best practices to balance withdrawals from taxable accounts and IRAs
- A view from the other side of the desk
- lower vs. higher cap gains for Roth conversion
- What Success % do you use?
- Question On Closing/Selling Off Stock Investments
- Capitalism and China
- EBRI Medicare estimates for retirees
- Shield Annuity Product?
- Pre-Market Trading
- insurance for a rental LLC?
- Roth Contribution question
- Tax loss harvesting question?
- Just like 2008
- 2018 Year End Estimated Capital Gains Distributions
- What defines HCL?
- It's a Trap! The Keep W*rking Plan
- Question regarding AA adjustment timing
- Title Lock Insurance
- M* Tracking vs Google
- Credit Card Arbitrage - Round 2?
- Paying Property Taxes with Credit Card
- 1040 Format Change for 2018
- Money Mustache Fires Back at Suze Orman ($500K to retire vs $5 Million)
- Savings prioritization - employer deferred compensation or after-tax 401k?
- $1.6 Billion Lottery .. this supersedes the $1 Billion Lottery :)
- LTC policy for retirees??
- How Can These Both Be True Here?
- Ally Bank Offering a Limited Time 1% Cash Bonus
- Bringing Wine to a Restaurant
- Moving a 401(k) & 403(b) to Vanguard IRA
- $1B Lottery
- Robert Kiyosaki, Rich Dad , Oh where did he go ?
- Found a 2019 ACA subsidy calculator
- Suze Orman changes her mind
- Poll: SIRE vs FIRE at ER.org
- Marketwatch - Home Retirement Here’s why you shouldn’t retire super early
- 401K Question
- A bubble brewing
- 2018 Capital Gain Dist will affect my ACA costs
- Thousands of Southerners Planted Trees for Retirement. It Didn’t Work.
- Deciding What Account to Hold Different Asset Classes
- Chow Yun Fat - living the below your means dream
- Ready or Not
- Quicken performance calculation
- Sad Postmortem on Theranos Inc.
- Book: Financial Rules
- Skimpy retirement savings? Don't worry!
- Credit Freeze: What exactly does that mean?
- Tax Hit vs Asset Allocation/Re-balancing?
- Thinking of selling house and carry back 1st mtg.
- Vanguard Target Retirement Fund (VTINX)
- Selling the House to Travel - What to Do with Proceeds?
- Anyone use a MySavingsDirect Account
- Umbrella Insurance
- Thank you
- Anyone else plan to rent vs. own in retirement?
- loans
- Fido Visa/ Elan CC question
- Convert TSP to roth on retirement?
- When Adult Kids Have To Deal With Parents Bad Choices
- Taxation of SS
- Up WR or Wait a Few More Years?
- Should I pay off my mortgage?
- Nfcu 3% cd
- Economic Indicator - Price of Theater Tickets?
- When Does True SWR Begin?
- 5-10 year performance thread
- Good problem, but how would you setup AA
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