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  1. 2017 tax and beyond
  2. Lost Opportunity Video
  3. budgeting one time yearly expense
  4. Chase checking and online bill pay of Chase credit cards.
  5. Behavioral Finance-Anne Tergesen Article
  6. Dealing with Trad IRA tax rate & early withdrawal penalty
  7. 2017 budget based on 1998 spending
  8. Pulling the Plug
  9. Advice if you have it… HELOC in Maryland
  10. What triggers the 0% balance transfer offer
  11. Indexed technology investments?
  12. Current Moneydance users
  13. 72t withdrawal from IRA and Roth IRA coversion at same time?
  14. Roth conversion date for tax purposes
  15. 3-PEAT Retirement Withdrawal Strategy
  16. School me on 401k in service withdrawals
  17. Where to Park $400K for a Year?
  18. Will my Husband collect any SS?
  19. Estate Distribution 12+ Years From Now
  20. Roth/IRA tax question
  21. Financial Pros/Cons of being Married/Single in Retirement
  22. UK a great place for Americans to retire.....if you can get in
  23. Assets of 90 Year Old Relative; Your Opinion Please...
  24. Why not paper-file taxes?
  25. Absolute Return Solutions.....?
  26. how much to withdraw from ira (RMD)
  27. Tax on Social Security
  28. Financial Personality Types
  29. Qualified Dividends
  30. Question: Whole Life and PUA Policies
  31. Save money in a way most don't know about
  32. Military exchange shopping for veterans
  33. Tax Year For December Social Security Payment
  34. Sobering Stats
  35. Blank Checks From Multiple Credit Cards
  36. Arrrgh the f#*&$!@ financial industry is so intentionally opaque
  37. It happened in Australia
  38. Products that are worth the money
  39. When to pull the pension trigger
  40. Should have moved annuity over sooner
  41. 401K - Early Withdrawl with no Penalty
  42. Thoughts on Short-Term Reserves
  43. Long time since
  44. Does PIA change, given no additional wages?
  45. divorce affecting FIRE plans
  46. Amazon Prime 5% cash back cc
  47. New CC Approval Easier Then Expected
  48. How To Save For A House?
  49. Kitces: An interesting exploration of the increase in life expectancy
  50. Lump sum of 500K or $3500 PM @ age 65
  51. Different Roth contribution question
  52. Can I roll over my after tax IRA $ into a Roth?
  53. Possible rule change for inherited IRA's
  54. DIFFERENT mortgage payoff question
  55. Year by year pre-FIRE checklist
  56. Anyone Incorporate their trading / investment account?
  57. Leave Kids Life Insurance, IRA, or other
  58. Variation on ROTH horse race conversion method
  59. Poll: Retirees, do you keep your Excess Withdrawal? Or Spend it?
  60. Roth conversion projected benefit
  61. Another Do Your Own Tax Question
  62. Turbo Tax Confusion
  63. RMD nuts and bolts
  64. 401K Contributions in the year of FIRE
  65. Should I contribute to my IRA
  66. iOrp and Roth Conversions
  67. Backdoor Roth now or wait to see if MAGI qualifies for typical Roth
  68. Interesting equity return "predictor" - Household Equity Percentage
  69. SP500 moves off major lows
  70. Taxable long-term disability benefits received prior to minimum retirement age
  71. 2017 goal: maximize ACA credits or Roth conversion?
  72. Stable Value Fund Rates
  73. Tax Prep DIY
  74. What Home & Auto Insurance Coverage Do We Really Need?
  75. Spending down IRA in retirement
  76. What will the death of the Stretch IRA do to markets
  77. Life Expectancy (redo)
  78. Whole Life Insurance
  79. 2016 Income Tax Status
  80. Discretionary spending % in retirement
  81. CD laddering in rising rate environment
  82. Another rant about taxes
  83. Late retirement annuity?
  84. Annuity Options I Never Considered...
  85. Debt and GDP question
  86. Tax advanted fund in a Roth?
  87. New year, new AA
  88. The Champions of the 401(k) Lament the Revolution They Started
  89. Closet Indexes
  90. 2017 YTD investment performance thread
  91. SWR another 6.5+ million calculations
  92. RMD from Inherited IRA
  93. The Champions of the 401(k) Lament the Revolution They Started
  94. Survivor benefit or Life Insurance?
  95. Running out of money?
  96. Is being "over" working justification enough?
  97. Sobering Probabilities
  98. Need a new credit card
  99. Nice Little Run
  100. Ways of financing a second home (Snowbirding)
  101. Senate Finace Committee Votes 26-0 to Kill Stretch IRA
  102. 2015 YTD performance thread
  103. Shopping Around for Insurance
  104. Pension Adjustments
  105. Question re: SSAnalyze - Bedrock
  106. TT Deluxe FREE for military
  107. Vanguard total intl bond index - vtabx
  108. Deliberate Roth conversion with no earned income?
  109. Roth IRA conversion not worth is because higher SS tax ?
  110. Questions about conversion of after-tax 401k to Roth IRA
  111. Exposure to debt
  112. Poll: What proportion of your portfolio is due to market growth ?
  113. Is there any thread or poll where we stand
  114. Pls Confirm: Can I recharacterize Roth after Jan 1 to get 2016 ACA Subsidy?
  115. I just realized I've doing my WR calculations incorrectly
  116. Investments
  117. Indexed Universal life
  118. FireCalc Bernicke Reality Retirement Plan
  119. 403b to 401a or 457b or tIRA ?
  120. Roth conversion tax savings vs market
  121. Tree removal a deductible expense?
  122. ER Forum Dinner in January for Wash DC area
  123. Interest rates in the next few years
  124. Losing Money When Decluttering?
  125. LTCG 2016 vs. 2017?
  126. Retirement Math Logic
  127. Net worth calc
  128. Lump sum investment and Tax strategy ?
  129. Started Social Social Security at age 62 but my break even date is well into my 80s
  130. IRA to HSA tax free
  131. Cost to Heat Your House
  132. Pension Survivorship Options?
  133. Another ROTH Question
  134. ER Forum Dinner Get Together for Xmas
  135. Discount Brokers Free Services
  136. Vanguard Advisor Rant
  137. As if human FAs weren't enough
  138. Alteratives to Wellington?
  139. Online tax prep sites - thoughts?
  140. HSA Catch Up Contributions
  141. Capital gains, Dividends....
  142. Taxes: Going over the 15% bracket due to LT Cap Gains
  143. Medical Deduction vs. HSA
  144. Escaping US Credit card debt by moving abroad
  145. Can I withdraw IRA $ at 59 1/2if I'm still working?
  146. GOP plan to cut SS
  147. Unplanned Roth Conversion and Taxes
  148. "Your New Benefit Amount" SSA says
  149. Is a civil settlement taxable?
  150. Credit Card Debt
  151. Revenue Streams and Asset Allocation
  152. WhooHooo! Signed up for SS today!!
  153. Taxes... those damn taxes!!
  154. PBS Tonight 8PM "Moneytrack Money for Life"
  155. Very small networth when ER ?
  156. Free Turbo Tax Premier available on Fidelity
  157. Lowering Tax Liability in December
  158. Fidelity Greenline Forum
  159. RMD Question
  160. Roth rollovers: 403b vs 457 vs IRA?
  161. Anyone else waiting for pension eligibility?
  162. Puzzling over inflation in the next 30 yrs.
  163. Tax Planning Strategy question
  164. Has Anyone Tried PeerStreet?
  165. Poll: What % of net-worth do you still have to pay tax on?
  166. The Future Of SS & Medicare Up in the air... Maybe?
  167. Poll:Tax advantage % of net worth
  168. Opinions regarding the future of US dollar as World Reserve currency
  169. IRMAA La Not-so-Douce
  170. Help me understand how to negotiate a car lease
  171. Duration Risk
  172. Market for Rewards Cards "Overheated"?
  173. 401k NUA Tax Strategy
  174. Looking for input from the brightest minds on the Internet!
  175. TurboTax: Deluxe vs Premier
  176. Declining life expectancy
  177. Creditkarma offering free fed and state tax filing for 2016 (including e-file)
  178. total estimated capital gains
  179. Taxable Accounts and Taxes
  180. Question about Morningstar Reports
  181. fidelity full view and vanguard
  182. When to jump in?
  183. Employer converting employees to self-employed and huge tax hit
  184. Roth Conversions at 15% or 25% Tax Bracket?
  185. Thank you for the Fido Promo Info
  186. Poll:Your SEPP thing
  187. Need some input (Help)
  188. Seeking Help on Unusual Social Security Situation
  189. Help: Roth Conversion with some After Tax content
  190. Is Dallas the next Detroit?
  191. Being worth more at the end than the start
  192. What are your numbers?
  193. Seeking Info on TIAA Traditional Withdrawal Options
  194. Vanguard
  195. Is this reasonable? Roth to adjust income
  196. 3-step procedure for sustainable retirement savings withdrawals
  197. Start a 72t to save on Tax's?
  198. New Member who likes to play with future numbers
  199. Quicken Help Pane Problem
  200. Quitting cleverly?
  201. Equivalent Index Funds
  202. PenFed Certificates
  203. Dividends Historical Analysis
  204. Portfolio:Simple vs. Complicated
  205. It's official now......
  206. Has anyone here filed a restricted application for spousal benefits?
  207. Calculating ROTH conversion before end of year
  208. Bonds: Simple vs Complicated
  209. out of state capital gains tax filing
  210. online I bond calculator
  211. HSA account that is sipc
  212. LTC insurance
  213. Wire Transfer Fees
  214. Non-USA Citizens investing in USA Stock Market
  215. Poll:Percent of your cash+invested assets in cash?
  216. For those with both Roth and Traditional IRAs, asset types?
  217. Terminal Cancer and Guaranteed Issue Life Insurance
  218. Poll:Got a lot of cash?
  219. Got a lot of cash?
  220. How can I get a regular 3% monthly check from Nest Egg?
  221. Confused - MAGI and stock sales / LTCG
  222. When to sell Wellington and Wellesley
  223. 'Tis the season for Gift Card Discounts!
  224. 401K Max + catch up
  225. How Do You Answer Income Questions Once Retired?
  226. Turbotax 2016
  227. Medicare eligibility for spouse that never paid Medicare tax
  228. How to invest after-tax money. 401k after-tax?
  229. When will the clouds part and angels sing again?
  230. Time to buy stocks?
  231. For Book: Big Fraud Scheme
  232. Inflation impact
  233. Vanguard Advisor Recommendations -- thoughts?
  234. Leaving FA - Fund Transfer Questions
  235. social security guesstimate
  236. Question on quarterly tax payments
  237. Estimating OID on Treasury
  238. Mark your calendar for year-end fund distributions
  239. Amazon Prime on sale Friday
  240. LTC insurance – keep or drop
  241. Homeowner's insurance and umbrella on occasional-use second home
  242. Annuities
  243. Forced to withdrawal at retirement?
  244. Do you manage withdrawals to avoid AMT?
  245. For you concerned mortgage seekers
  246. Applying for SS Widow Benefits
  247. how much Roth conversion to make?
  248. Vanguard Preliminary Capital Gain Distributions
  249. Taxes after retirement?
  250. Decumulation Strategies for Canadian Retirees?