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  1. I got booted out of FZDXX
  2. Poll: Do You Use Cash Apps (e.g. Venmo)?
  3. Checking my SS account, amount stable for 7 months ?
  4. Making a quarterly tax payment using EFTPS
  5. Simple SS First Year Question
  6. Wisconsin members – quarterly dates
  7. transferring roll-over IRA
  8. Firecalc - Portfolio composition section
  9. Roth conversion and income the year prior to ACA coverage
  10. Roth convert 500k - tax only 125k
  11. Splitting an inherited property - fair methods?
  12. I Must Have Missed "Redefinition" of "Ladder"
  13. Trading in 2011 Tahoe
  14. Been Getting SS for 3 months now, having trouble spending it. How about you?
  15. Can I contribute to a roth 401 k ?
  16. Knee-jerk and expense-tracking
  17. IRS Publication 523 Needs Updating
  18. Purchasing New Car
  19. Are non-COLA pensions and annuities (SPIAs) the same?
  20. How many sources of income do you have?
  21. Delaware Statutory Trusts (DSTs)
  22. how is ROI of dividend ETF calculated
  23. FOMO
  24. Are You Middle Class (Calculator)?
  25. Allocations and managing MAGI for ACA subsidies
  26. Bouncing around online savings accounts
  27. Brokerage vs. Backdoor Roth IRA
  28. Trying to make changes to our investments.
  29. why the big price difference between these two similar funds
  30. Budget spreadsheets/Apps??
  31. Beneficiary Designations, acknowledgement
  32. Do target date funds handle dividends & CG's differently than mutual funds?
  33. ER skeptics were right on Debt Ceiling
  34. Buying a house for a child
  35. Ugh, here we go again.
  36. Another Vanguard problem
  37. buying CD in Fidelity
  38. Rolling 401K over to IRA while Still Employed
  39. Home Owners Insurance
  40. Checking on 59.5 Exact Timing
  41. Reconsidering both waiting until 70 to claim SS
  42. Calculating HSA contribution for the year I start Medicare
  43. Sanity Check - Strategy for Initial Years
  44. Does anyone use Fidelity's Full View?
  45. 401k Options
  46. How to pay taxes
  47. Had Serious Concerns Re: Debt Ceiling Plan and the Expanded ACA Premium Credits
  48. Deflation (from the inflation thread)
  49. Plan for if the "money partner" dies first?
  50. Car insurance premium increases in 2023
  51. geo arbitrage and living.
  52. IRA withdrawal question - RMD
  53. Fidelity Fixed Income Analysis tool: hypothetical positions
  54. Why bother diversified? Why not all in Index SP500?
  55. Liquidating ROTH IRA to fund downpayment and other buying questions
  56. Chase Bank Bonus Incentive
  57. National Property Insurance agent
  58. Seven-year average percentage growth
  59. NOT touching 401K after retirement
  60. Wellesley vs T-Bills
  61. Rule of 55 limitations/requirements
  62. What to do with IRA
  63. Sharing an account with a child and taxes
  64. Experience Requesting a Vanguard Flagship Rep for Accounts?
  65. Back above $3M
  66. Is there any "value" in having taxable income after you've started Medicare?
  67. How do I get my company pension started ?
  68. Another thread on IRMAA for planning purposes
  69. Swap names on will
  70. Balanced Portfolio and frustration of this market...
  71. Schwab's new policy
  72. Lots of interesting Fed income tax data
  73. IRS Pushed to Offer Free Online Tax Filing
  74. College costs are actually going down
  75. What would you do?
  76. mother's death - credit bureau advice needed
  77. Consideration for taking SS early
  78. Happiness of Rising FI Interest Rates
  79. Vanguard Offer - Enroll in Digital Advisor and enjoy no advisory fees for 90 days
  80. Payoff mortgage from investments?
  81. Free Chase checking ?
  82. Investment Options - Retirement "Bridge"
  83. I think Vanguard Just Called Me Difficult and Expensive
  84. Beating 2026 tax increase
  85. Taxes on Social security
  86. Emergency Funds and products like WealthFront and Nexus
  87. Are Roth Withdraws Part of MAGI ?
  88. Will You Meet/Beat Inflation in the Long Term?
  89. Best way to withdraw from an Inherited IRA
  90. Where to take money for new car
  91. Target Retirement Month
  92. Poll:next change in Federal Funds Rate
  93. Zero Emission Green Lawn Care Service
  94. Traditional or Roth 401k for my 27 year old?
  95. 457 b 3 year catch up plan
  96. Did you have a financial cheating attempt from your Banks or Financial institutions ?
  97. Roth IRA and Roth Contributory IRA
  98. IRA control
  99. Apple Savings account
  100. New Amazon Chase card benefits
  101. Debt ceiling strategy
  102. Help me - The FA's are beating me.
  103. ROTH Conversion Modeling Question
  104. Does Anyone Proactively Replace Appliances/HVAC?
  105. Vanguard IRA Distribution Limitations
  106. Sell in May
  107. text messages to purchase my rental property
  108. How worried should I be about the debt ceiling fiasco
  109. Withdrawing and contributing to IRAs (same year)
  110. Change from 401k to SIMPLE IRA, what is the contribution limit in year of job change
  111. Connecticut-specific State Tax Question
  112. Capital Loss Carryforward
  113. Big Fidelity bonus
  114. What to leave behind: Choosing Assets
  115. Question about Calculating Primary Residence into Portfolio
  116. Future taxes and IRMAA
  117. Vanguard posting IRA CD Interest to Sweep Account?
  118. Paper Ibonds Redemption Options
  119. Where do you keep your Will and Trust documents?
  120. ETF vs Index Funds
  121. Withdrawal strategy to 65
  122. One month CD 4.95%, feedback please
  123. I am relying on interest income on FDIC accounts, what to do now?
  124. FICalc.app Results
  125. DW will get SS Survivor benefits ?
  126. How Do You Calculate Your Annual Spending/Saving Percentage?
  127. Uninsured Motorist in Florida
  128. quicken question
  129. Facebook Settlement Money
  130. New w4 tax options
  131. Wealth management services - Vanguard? Fidelity?
  132. TSP L Income Fund Vs Wellesley Vs ?
  133. Income Annuities
  134. TurboTax and Intuit account
  135. Synchrony Bank HYS/Firefox NoGo
  136. Better late or incomplete?
  137. Questions about roof replacement and insurance
  138. CreditKarma Survey Findings
  139. e-file rejected
  140. DQOTD re. home/auto insurance bundling
  141. How to get an accurate number with DRCs after full retirement age
  142. WSJ: banks are finally facing pressure to pay more
  143. 2023 bogleheads conference
  144. Best use of long term capital losses
  145. Estimated Taxes: use DirectPay or set up IRS Online Account?
  146. Retail Investors Badly Trailing the S&P 500
  147. Two years in a row TurboTax has gotten me for an extra $25
  148. Found mistakes on 1099-DIV. File for extension?
  149. Eye popping spending and overwhelmed about how to cut down to a reasonable lifestyle
  150. Home equity loan vs. HELOC
  151. DQOTD: 52 week T-Bill does not pay interest annually like longer duration Treasuries?
  152. Vanguard FDIC Insured "Cash Deposit Account" for settlement Funds
  153. Proof of Funds
  154. Any problems using a charity on a POD account instead of a live person?
  155. Inherited IRA RMD Question
  156. 401K Rollover to MM Question
  157. Rolling over after tax contributions from 401k
  158. Life of Social Security Fund ??
  159. VG CD Purchase question
  160. Fidelity tools caveat
  161. Reporting Backdoor Roth in TurboTax
  162. Social Security Disability
  163. Any reason to make an IRA contribution?
  164. 17K Gifting Limit
  165. Tax Free Withdrawal from IRA for Long Term Care & Charity?
  166. Do people really get refunds over 10K?
  167. Interest Rates Effect on SPIA
  168. 4% rule and dividends
  169. How to structure unusual will?
  170. How to move from spousal SS benefit to my account
  171. Final SS Check
  172. Connecticut state income tax filing - PSA
  173. SORR Mitigation Strategies
  174. Composition of taxed RMD checks
  175. Is The Carnage Mostly Over For Bond Funds?
  176. Banking crisis??
  177. E-mail address compromised, need advice to stay safe.
  178. What to spend first?
  179. IncomeStrategy.com bought out by T. Rowe Price
  180. HSA and Medicare receipts
  181. Please check my math/logic.
  182. Turbo Tax weak error checking
  183. When to switch?
  184. Vanguard web site issues
  185. Does it make sense to sell this T bill and buy a CD?
  186. ProjectionLab, tool competition
  187. Roth HELP needed
  188. SS slider bar estimates
  189. SPIA substitute for Life Insurance?
  190. Question on Brokered CD's - who really owns them?
  191. Must Personal Representative fees be listed on the estate closing document?
  192. Coupon vs Interest rate
  193. It’s all our fault!!
  194. Creating a paycheck in retirement
  195. Problem with H&R Block Deluxe
  196. Brokered CD's Not FDIC Insured - so says Investopedia
  197. Resigning as Trustee questions or ???
  198. CDs to pay my House Payment Thoughts?
  199. CDs and IRAs
  200. Understanding Personal Performance
  201. Vanguard Brokerage CD questions
  202. Do Fidelity Freedom funds consistently provide income?
  203. Does Schwab not do ETF dividend re-investment?
  204. T Rowe screwed up my 2022 Roth conversion...terrible customer service!
  205. How to transfer $ from Vanguard to Fidelity?
  206. Too early now but are intermediate term bond funds the way to go when Fed is cutting?
  207. IRA Green-energy credits & ACA premium rebate
  208. Turbotax - can it estimate 2023?
  209. Strange Entry within Fido Checking Acct
  210. Using the clean energy tax credits
  211. Feeling stupid...health care premium deductibility
  212. Where to put $750K at age 80
  213. Ibond 1099 question
  214. How to increase dividends by shuffling investments around?
  215. Bail out of Stable Value in a 401k?
  216. SS rep payee accounting question
  217. Home Ownership History
  218. Credit Suisse AT1 Bonds
  219. New to Schwab: Transferred VG funds can't find where dividends are going
  220. What is the specific meaning of "Net new Assets" at brokerages?
  221. VFMXX and VBTLX - please augment my understanding
  222. Received a letter from the IRS asking my to validate my Idenity
  223. Roth conversion and TurboTax question
  224. Request advice regarding my CD situation
  225. Fidelity Retirement Calculators
  226. $1.25M construction loan with no income?
  227. New Property Assessments -> Property Taxes!
  228. How to calculate IRA distribution tax-exempt portion for state
  229. Are my Roth conversion pros/cons correct?
  230. Anyone with a Balanced Portfolio feeling major pain?
  231. Cash to start funding ladders in a downturn
  232. Transferring from Vanguard to Fido - basis question
  233. Teach me how to BTD
  234. Brokerage Account Transfer (ACATS)
  235. Bonus To Move IRA's To A Brokerage??
  236. Roth 401k Rollover Questions
  237. Opinions about the expiration of the estate tax limit in 2025
  238. Vanguard not transferring money to Fidelity
  239. New to CD's - what should I watch out for?
  240. Life Insurance Question
  241. DF missed two years worth of IRA RMDs
  242. How do you monitoring multiple investment throughout the year (for taxes)?
  243. Buyers Contract with Realtor
  244. Buying a CD at Vanguard in my RO IRA (1st time doing this)
  245. Who still files income tax via snail mail?
  246. Gift to son ?
  247. IRS online question
  248. SIPC, FDIC and NCUA -- the same?
  249. Transferring IRA to a new broker - do I cash out first?
  250. Form 1116 Foreign Tax Issue