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  1. What to do when DW doesn't understand investing
  2. Applied for SS- now what?
  3. IRAs, Roths, RMDs & IRMAAs, oh my
  4. Roth withdrawal rules
  5. Setting AA and remembering past bad markets?
  6. 401k vs. taxable account allocation for FIRE
  7. When to Cancel Disability Insurance / Life too...
  8. Paying off Parent plus loans with 457B funds?
  9. Bitcoin Commercial
  10. ACA and Tax Strategies
  11. Should I consider a HELOC?
  12. Break-even SS 62 vs 66 vs 70 calculators ?
  13. Retirement Calculator/Planner for multiple incomes??
  14. Asset separation or not?
  15. Selling Land - Capital Gains
  16. Won the Game/Moving the Goalposts?
  17. Money Laundering
  18. RMD, Roth Conversion opinions on our situation
  19. Dirk Cotton : Minimizing regret
  20. Losing faith in Vanguard
  21. Decedent's credit card reward
  22. My AA and risk reduction plan
  23. Tips for a TIPS ladder?
  24. Am I a market timer or just rebalancing?
  25. March 9, 2009
  26. Recharacterization.......one last chance?
  27. Just curious ????
  28. Calculating my tax torpedo situation - did I do it right?
  29. Collecting Social Security benefits at age 62
  30. Bonds vs. Bond Funds
  31. Allocation Thoughts
  32. PSA: Don't Forget to Review Your Home & Auto Insurance For Competitiveness
  33. new version of kiddie tax
  34. signing up with Vanguard Personal Advisor Service
  35. Bengen: Fixen A Broken Withdrawal Rate
  36. Doable or Not
  37. Is it a good time to buy pot stocks ?
  38. Personal Finance Software recommendations?
  39. Prioritize Roth IRA or HSA since I live in CA?
  40. Is there a formula for this?
  41. What could you cut?
  42. Paid State Tax By Mistake - Refund Advice
  43. WOW!
  44. Fidelity managed accounts
  45. Did she use the W word yet?
  46. Tax Cut savings calculator
  47. Interest rates on the rise finally?
  48. Amazon purchase... Aaauugghhh!
  49. Car repair philosophy. Anyone think like this?
  50. Got my first 2017 tax document
  51. 401k Rollover vs IRA contrib
  52. Dow 26k by Jan. 31
  53. $100 per barrel oil by summer
  54. Credit Cards with good perks??
  55. My first full year of retirement, 2018 tax plan...
  56. 2018 YTD investment performance thread
  57. Downgrading from Chase Sapphire Reserve
  58. States responses to IRS tax caps
  59. Withdraw from IRA and delay Social Security?
  60. 2017 S&P 500 sets a record
  61. Advice on buying new home in retirement.
  62. Warren Buffet wins $1 million dollar bet
  63. Index Funds
  64. Roth Conversion Strategy Changes in 2018?
  65. DIY Will ????
  66. Anyone see All the money in the world?
  67. debt repayment question
  68. How to Move $ from Roth to VanguardAdvantage?
  69. Credit Card Rewards Summary 2017
  70. Rebalancing 2018
  71. Investment Plan for 25-year old
  72. Dow 30k 2018
  73. Is it better to leave a taxable account as an inheritance than an IRA account?
  74. It's tomorrow ...
  75. TurboTax 2017 Costco Discounts
  76. Save money by being on kids cellphone plan?
  77. OK, all you number crunchers, sharpen your calculators !
  78. Brokerage Tax Witholding
  79. Qualified Charitable Distribution Questions
  80. Withdrawal rates for 2017, and planned for 2018
  81. Almost one year into ER-here are my observations
  82. Assumptions
  83. Tax Owed for 2018 vs 2017
  84. AARP has been terrific for us
  85. How many years expenses in cash/bonds if the rest is 100% stock?
  86. Small victory for the little guy
  87. Interesting EOY metrics
  88. Stupid Question about CDs
  89. Vanguard 529s reporting $0 balance
  90. Why CDs?
  91. 2017 Spending Summary and Analysis
  92. Looking for suggestions for tracking income/expenses
  93. Any Ideas for a Fund/ETF to Cover Europe?
  94. Rebalancing when you mainly have high gain Taxable accounts
  95. Turbo Tax Schedule D issue
  96. Tax efficiency vs. volatility balancing
  97. need help with financials before we pull the plug
  98. Year End Housekeeping !
  99. Mock tax form, where to locate MAGI total for ACA subsidy
  100. DQOTD: Saving Paper Receipts?
  101. Rude awakening at the early buffet
  102. Transition from higher income while working to moderate income in retirement
  103. Should I pay estimated state tax
  104. Newbie-Withdraw Strategy for 2018. Annual, monthly?
  105. HUD Home - Owner Purchase (not developer)
  106. Dad's Finances and Change in Behavior
  107. SS Question
  108. Barron's crystal ball article !
  109. Living within biking distance to work vs. paying off low interest student loan
  110. How much detail to share with (young) adult children?
  111. I'm not sure owning bonds has much of a payoff
  112. FIRE Withdrawl Strategies 101
  113. Living trusts & new tax law
  114. Roth recharacterization still OK for 2017?
  115. Fidelity FUSEX fund
  116. Merry Xmas & Happy New Year
  117. 2018 Strategy
  118. Alternatives to Conversion/Recharacterization
  119. Preview of the US without pensions
  120. Cap gains strategy
  121. Domicile when you travel a lot ?
  122. 2018 1040 Tax spreadsheet
  123. Short term IG bonds to complement intermediate term?
  124. Can't find a reason to quit J.O.B.
  125. Alt coin trading fun (and how do traders track basis)
  126. Personal Capital FA
  127. spousal benefits and deceased spouse
  128. Bubble: 2017 review in 197 pages
  129. calculator to determine total annual returns by position
  130. Retirement Planning Spreadsheets with a Tax Bracket Warning
  131. Please....help me determine the taxable portion of social security for obamacare magi
  132. 529 rules for non-citizen children
  133. Advice wanted: Fully contribute to 2018's 401K in 3 months ?
  134. Almost 62, do not plan to receive SS until 70, do I need to do anything now?
  135. Good article from Fidelity "take on Taxes"
  136. The FIRE uncertainty principle
  137. Poll: Leveraged investments...
  138. Any danger to MAGI going over CSR threshold this year if signed up for Bronze in 2018
  139. Deciding on VHDYX...
  140. Just wanted to report back!
  141. Recharacterization conundrum: Ed Slott vs. Michael Kitces
  142. Investment Guidance Requested : Army Officer
  143. Moves due to tax bill passage
  144. Dividends and Inflation
  145. Update from my 2009 intro post
  146. Real estate income under the new tax law?
  147. In a nut shell Tax cut/Job act passed
  148. Firecalc compared with Vanguard Retirement Nest Egg Calculator
  149. Hey Tax guys
  150. Any 50/50 Balanced Funds Out There ...?
  151. Tax Reporting of Ally 11 mo. No-Penalty CD
  152. What's the new MAGI formula under the new tax law?
  153. Blow that dough (It's official now)
  154. Should I convert some funds to a Roth ira
  155. Should we cash the check?
  156. Long term cap gains question
  157. Satire Cartoon Video: Rat Race Version of Happiness
  158. Cubicle, oh cubicle, how I miss thee ...
  159. Problems switching from Turbotax Premier to Deluxe in future tax years?
  160. Edward Jones ?
  161. etf OUSA
  162. Did I outsmart Hewitt on my 401k withdrawal?
  163. Warren Buffet indicator
  164. Real Estate Issues in Retirement
  165. Seeking Advice
  166. Can real estate substitute for bonds in asset allocation?
  167. CPI vs chained, not a big deal
  168. I have a new idea for cyber currency
  169. MetLife failed to pay some pensions
  170. Release of final tax bill details
  171. Help Understanding Veterans Pension Rules
  172. Help with quick tax question.
  173. 2017 Personal Inflation Rate
  174. Preparing for higher taxes
  175. Basic Tax Question on LTG/Reinvested Dividends
  176. A tax question
  177. Great decade so far ... 2018 ?
  178. Tax loss harvesting: mutual fund cap gain distribution vs loss on individual stock
  179. Tax Plan \ SALT
  180. Life insurance after retirement?
  181. SSA New benefit Amount Notification
  182. Couch Potato Budgeting and Expense Tracking
  183. SS benefit calculator?
  184. No politics please, thoughts on repeal of the estate tax ?
  185. HSA as part of group plan
  186. Looking for my SLCSP for 2017
  187. Mattel 1.35% 10/2020 bond seems like a good buy
  188. Real Estate Tycoon
  189. Significance of FRA
  190. Tax Form confusion
  191. ACA question re:subsidy
  192. How much notice do you give when you retire?
  193. Question regarding last chance to file Married Filing Jointly
  194. How to model impact to health insurance subsidy?
  195. DD 22 wants to know about investments..
  196. Investing For/By Kids
  197. Retirement Asset Drawdown Mechanics
  198. Not understanding 2017 tax estimate
  199. Withholding in Retirement
  200. HSA rules
  201. Inherited IRA and 457 Plan
  202. 10 secrets that are not really secrets to ER crowd
  203. Signatures on Credit Card Receipts? No longer needed say MasterCard, Discover.
  204. Im a virtual investor now
  205. New guideline for spending safely in retirement
  206. Index or managed
  207. How Bond Funds Rolling Down the Yield Curve Help Defend Against Rising Rates
  208. Consider income in sales price when selling a rental?
  209. In Plan 401k Roth Conversions
  210. Portfolio Growth Harvesting
  211. Kitces : Strategies to reduce or delay RMD obligations
  212. state tax refund not reported if no itemization last year?
  213. Fire Calc at 94.3%
  214. Deducting interest from HELOC grandfathered in?
  215. How to Categorize HSA?
  216. Do you go paperless?
  217. Property rental and figuring out depreciation
  218. SS Taxation (from the tax cut bill)
  219. Has the wealth effect changed your spending?
  220. need help! Whether to roll 401k?
  221. The last .1 percent!!
  222. Adventures in Bitcoin
  223. To w*rk or not to w*rk?
  224. New to Roths and have questions
  225. Hard to live on 100K per year ?
  226. Fidelity Private Client vs Schwab Intelligent Portfolio Service
  227. Donor-Advised Fund
  228. Poll:Wealth Conversion Efficiency (WCE)
  229. Real estate sale tax question involving depreciation recapture
  230. Making Moneydance really dance?
  231. Returning Member
  232. Tax Bills
  233. Financial Education
  234. Really need help with sister inheritance
  235. Buying Mutual Funds based on previous results, in general, is a good approach
  236. Starting Brokerage Account Questions
  237. New Medicare Premium Brackets--2018
  238. What do you think of this bond portfolio?
  239. Willing to take a bit more risk in my bond fund portfolio
  240. Wanting some feedback about Asset Allocation
  241. Transition VG accounts
  242. Will Roth Recharacterizations Go Away?
  243. Do you autopay your bills?
  244. Locking in gains for home downpayment
  245. Only one fund?
  246. Fidelity site down
  247. Other investment options?
  248. There's an ETF for everything
  249. "A new approach to a 60/40 portfolio"
  250. IRS eftps bank question