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  1. Dividend Reinvestment Question
  2. Sell Me on Fidelity rather than Vanguard
  3. RMD Questions ????
  4. Purchasing additional pension years?
  5. Walk away from Social Security?
  6. International Tax Advisor
  7. Tax on worldwide income?
  8. cash equivalent
  9. Accounting for home improvements
  10. An inheritance may be coming soon
  11. Moving Money Quickly
  12. Big tax bill & probably a penalty too - help!
  13. Anyone use a muni ETFs as an alternative to CDs or muni bond ladders
  14. More Lump Sum/Annuity Questions: Detailed and General
  15. Our post-FIRE withdrawal plan
  16. 401K HCI (Highly Compensated Individual)
  17. When to Withdraw From IRA
  18. Suze has spoken - new retirement age 70 - 'not a month or year before"
  19. Taxes on expired annuity
  20. Haven't gambled in over 6 months, thanks to here
  21. How do you account for care for your parent(s) in your FIREcalc?
  22. muni bonds
  23. Filing federal taxes
  24. Can't File Federal Tax Return yet
  25. Interesting article in NYT about ER and health
  26. Three buddies
  27. Fidelity Turbo Tax -- can't find the free download offer !
  28. 2017 Million $ Year
  29. 529 Beneficiary enlisted, now what?
  30. Bond Tent to Reduce Retirement Risk Window
  31. Allocation Planning for Future QCDs
  32. Rookie estate planning question: Tax deferred IRA accounts
  33. After-tax contributions to a retirement plan
  34. Should we pay the mortgage off
  35. Projecting investment inflation vs. SS increases
  36. Tax Deferred Retirement Plan
  37. Adventures in Cryptocurrency
  38. Question Regarding Dividend Classification
  39. Request for Advice regarding Trust/Will
  40. Social security calculators
  41. fixed annuities -- issuer insolvency risk
  42. Minimize taxes during drawdown from various account types in retirement
  43. What is the best time in cycle to retire?
  44. Lump Sum of Cash
  45. Starting small non-COLA pension
  46. Tax minimization calculator
  47. Variable annuity firing squad or slowly strangle.
  48. RMD today
  49. 1099s
  50. What are your rebalance triggers?
  51. Estate Attorney and Executor?
  52. CC Denied Because We're Not Up To The Eyeballs in Debt
  53. California EV Rebate
  54. Rebalancing Portfolio challenges
  55. Need your thoughts on Bond Funds
  56. What does "enough" mean to you?
  57. Municipal Bond Fund Changes Related To Tax Reform
  58. Preplanning / Prepaying for Final Arrangements
  59. The Elegance of Indexing
  60. 2018 Tax Planning
  61. Need a Mobile Broadband plan with no Monthly fee.....
  62. Accessing your money
  63. Single stocks vs sector fund risk?
  64. Quick question on IRA recharacterization
  65. Capital One CC $150 free cashback
  66. Gov. S/D, what impact on the markets ?
  67. Online banking--any issues?
  68. Turbotax Free from Chase
  69. Ratchet Up
  70. Roth recharacterization for 2017
  71. Roth IRA doesn’t seem good
  72. Govt shut down
  73. Portfolio Visualizer
  74. How did you finish when you hit FI earlier than planned?
  75. Prepaid 2018 Property Tax- will you take the deduction
  76. FIRE success rate
  77. Interest Rates on the Move! (Finally)
  78. Should I invest in 457(b) def comp?
  79. Net Worth increases AFTER RETIRE
  80. Need advice on bond fund investing
  81. winners who quit after winning
  82. Favorite streaming service
  83. Question: What ratio do you use for housing expense?
  84. Foreign inheritance questions if anyone here knows
  85. Fidelity MyVoice
  86. FOMO, a new acronym for our vernacular !
  87. Living Trust for Medicaid?
  88. New TV today
  89. Living Trust Trustee Question
  90. Would appreciate comments - close to relative ER, concerned about risk
  91. HSA investments for Californians
  92. Turning 50
  93. Increase 401k contrib pct before last bonus payout?
  94. Investments Structure for retiring pre-55
  95. RE Income Effective Tax Rates - Higher Spenders
  96. Looking for the magic formula for Roth conversions vs RMDs
  97. Replacing a bunch of smoke detectors
  98. Dividend paying stocks
  99. State sales tax on internet purchases is back on the table
  100. Basic SWR Question
  101. Surprising Social Security Analysis
  102. Interesting viewpoint on credit cards
  103. IRA can be a taxing decision based on 2018 tax changes
  104. when to reset SWR basis
  105. What to do with an annuity? question
  106. IRA rollover
  107. Q4 2017 estimate tax due
  108. 4% rule for 2018 - Pfau updates the charts
  109. Telephone IRS Scams....
  110. 25X annual expenses ???
  111. Capital Gain Tax and New Tax Law
  112. Question on Flagship services
  113. Fear and Greed !
  114. Do you feel lucky?
  115. 1st Time Estimated Taxpayer: Filing Docs?
  116. IRS free file is open
  117. Overshot my AA Target
  118. American Funds Dilemma
  119. Robinhood - Free Stock Trading
  120. Age 62 Conversions
  121. Roth IRA keeping old documents
  122. What to do when DW doesn't understand investing
  123. Applied for SS- now what?
  124. IRAs, Roths, RMDs & IRMAAs, oh my
  125. Roth withdrawal rules
  126. Setting AA and remembering past bad markets?
  127. 401k vs. taxable account allocation for FIRE
  128. When to Cancel Disability Insurance / Life too...
  129. Paying off Parent plus loans with 457B funds?
  130. Bitcoin Commercial
  131. ACA and Tax Strategies
  132. Should I consider a HELOC?
  133. Break-even SS 62 vs 66 vs 70 calculators ?
  134. Retirement Calculator/Planner for multiple incomes??
  135. Asset separation or not?
  136. Selling Land - Capital Gains
  137. Won the Game/Moving the Goalposts?
  138. Money Laundering
  139. RMD, Roth Conversion opinions on our situation
  140. Dirk Cotton : Minimizing regret
  141. Losing faith in Vanguard
  142. Decedent's credit card reward
  143. My AA and risk reduction plan
  144. Tips for a TIPS ladder?
  145. Am I a market timer or just rebalancing?
  146. March 9, 2009
  147. Recharacterization.......one last chance?
  148. Just curious ????
  149. Calculating my tax torpedo situation - did I do it right?
  150. Collecting Social Security benefits at age 62
  151. Bonds vs. Bond Funds
  152. Allocation Thoughts
  153. PSA: Don't Forget to Review Your Home & Auto Insurance For Competitiveness
  154. new version of kiddie tax
  155. signing up with Vanguard Personal Advisor Service
  156. Bengen: Fixen A Broken Withdrawal Rate
  157. Doable or Not
  158. Is it a good time to buy pot stocks ?
  159. Personal Finance Software recommendations?
  160. Prioritize Roth IRA or HSA since I live in CA?
  161. Is there a formula for this?
  162. What could you cut?
  163. Paid State Tax By Mistake - Refund Advice
  164. WOW!
  165. Fidelity managed accounts
  166. Did she use the W word yet?
  167. Tax Cut savings calculator
  168. Interest rates on the rise finally?
  169. Amazon purchase... Aaauugghhh!
  170. Car repair philosophy. Anyone think like this?
  171. Got my first 2017 tax document
  172. 401k Rollover vs IRA contrib
  173. Dow 26k by Jan. 31
  174. $100 per barrel oil by summer
  175. Credit Cards with good perks??
  176. My first full year of retirement, 2018 tax plan...
  177. 2018 YTD investment performance thread
  178. Downgrading from Chase Sapphire Reserve
  179. States responses to IRS tax caps
  180. Withdraw from IRA and delay Social Security?
  181. 2017 S&P 500 sets a record
  182. Advice on buying new home in retirement.
  183. Warren Buffet wins $1 million dollar bet
  184. Index Funds
  185. Roth Conversion Strategy Changes in 2018?
  186. DIY Will ????
  187. Anyone see All the money in the world?
  188. debt repayment question
  189. How to Move $ from Roth to VanguardAdvantage?
  190. Credit Card Rewards Summary 2017
  191. Rebalancing 2018
  192. Investment Plan for 25-year old
  193. Dow 30k 2018
  194. Is it better to leave a taxable account as an inheritance than an IRA account?
  195. It's tomorrow ...
  196. TurboTax 2017 Costco Discounts
  197. Save money by being on kids cellphone plan?
  198. OK, all you number crunchers, sharpen your calculators !
  199. Brokerage Tax Witholding
  200. Qualified Charitable Distribution Questions
  201. Withdrawal rates for 2017, and planned for 2018
  202. Almost one year into ER-here are my observations
  203. Assumptions
  204. Tax Owed for 2018 vs 2017
  205. AARP has been terrific for us
  206. How many years expenses in cash/bonds if the rest is 100% stock?
  207. Small victory for the little guy
  208. Interesting EOY metrics
  209. Stupid Question about CDs
  210. Vanguard 529s reporting $0 balance
  211. Why CDs?
  212. 2017 Spending Summary and Analysis
  213. Looking for suggestions for tracking income/expenses
  214. Any Ideas for a Fund/ETF to Cover Europe?
  215. Rebalancing when you mainly have high gain Taxable accounts
  216. Turbo Tax Schedule D issue
  217. Tax efficiency vs. volatility balancing
  218. need help with financials before we pull the plug
  219. Year End Housekeeping !
  220. Mock tax form, where to locate MAGI total for ACA subsidy
  221. DQOTD: Saving Paper Receipts?
  222. Rude awakening at the early buffet
  223. Transition from higher income while working to moderate income in retirement
  224. Should I pay estimated state tax
  225. Newbie-Withdraw Strategy for 2018. Annual, monthly?
  226. HUD Home - Owner Purchase (not developer)
  227. Dad's Finances and Change in Behavior
  228. SS Question
  229. Barron's crystal ball article !
  230. Living within biking distance to work vs. paying off low interest student loan
  231. How much detail to share with (young) adult children?
  232. I'm not sure owning bonds has much of a payoff
  233. FIRE Withdrawl Strategies 101
  234. Living trusts & new tax law
  235. Roth recharacterization still OK for 2017?
  236. Fidelity FUSEX fund
  237. Merry Xmas & Happy New Year
  238. 2018 Strategy
  239. Alternatives to Conversion/Recharacterization
  240. Preview of the US without pensions
  241. Cap gains strategy
  242. Domicile when you travel a lot ?
  243. 2018 1040 Tax spreadsheet
  244. Short term IG bonds to complement intermediate term?
  245. Can't find a reason to quit J.O.B.
  246. Alt coin trading fun (and how do traders track basis)
  247. Personal Capital FA
  248. spousal benefits and deceased spouse
  249. Bubble: 2017 review in 197 pages
  250. calculator to determine total annual returns by position