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