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  1. US Savings Bond Accrued Interest Already Reported
  2. All my eggs in one basket (brokerage)?
  3. Calculator for Estimating Roth Conversions?
  4. Inherited vs Assumed IRA for a 92 year old
  5. Reviewing Plan on a Lazy Sunday
  6. Income Tax Payment Timeline
  7. Now what
  8. New Rules for Realtors
  9. taxes, what would you do?
  10. withdrawal rates on portfolio charts
  11. Using Capitol Losses
  12. cost basis of inherited accounts
  13. Higher than expected taxes, what to do
  14. Feedback on Moms Allocation of 200k
  15. taking distributions and taxes
  16. Target date funds and tax strategies
  17. So what am I missing?
  18. Anyone Holding Templeton Emerging Market Fund/Seeking 1099 Info
  19. Experience with State Farm?
  20. Equal tax rates vs balance of tIRA/Roth IRA
  21. AAA corporate bonds vs CD's for one year timeline
  22. How to approach FIRE projections - llc owner, ACA ins & IDR student loans?
  23. What does W2 income consist of when on Social Security?
  24. Trade Settlement Decreasing to 1 Day
  25. Thoughts on Inherited IRA Withdrawals
  26. Quicken File Management when Snowbirding
  27. I can't reach www.i-orp.com
  28. All in retirement and no liquidity
  29. Second Brokerage Account As a Substitute for Savings Account
  30. When to Sell Positions With Unrealized Gains
  31. LTCG rate on collectables
  32. ? about Callable Brokered CD's
  33. Vanguard PAS $
  34. Make Whole Call Question
  35. I Bond Interest
  36. Vanguard's Scottsdale office
  37. BBB Scam tracker
  38. Roth IRA conversion
  39. Applying for SS and Medicare at 65
  40. Highly appreciated rental house in HCOL area?
  41. What exactly does FEMA Flood Insurance cover?
  42. Financial Planner - Fee to Create Financial Plan
  43. Anyone still using Quicken 2014?
  44. Backdoor Roth IRA timing question
  45. PSA: income from U.S. obligations
  46. non deductible IRA and form 8606
  47. Suggestions for estimating future RMDs
  48. Retirement Savings Contribution Credit and DB Pension
  49. Basal III Endgame.
  50. Clarify Roth withdrawals prior to 59.5
  51. Larry Swedroe on the Problems of High US Equity Valuations
  52. College Resident Assistantship(RA) and filing 2023 1040 tax form
  53. I-Bond Interest
  54. Potential Property Tax Freeze- WWYD?
  55. Take SS earlier if I'll have large RMDs?
  56. Withholding for IRA withdrawals
  57. Withdrawal Strategy Help Requested
  58. Reconciling micro observations with macro trends? (is the economy really doing well?)
  59. ACA in NJ: Reconcile New Jersey Health Plan Savings credits
  60. Household income as a percentage of federal poverty line
  61. Rental Property Over Depreciated - Now What?
  62. Wellesley Fund
  63. $500,000 per couple primary residence exclusion and inflation
  64. Roth 401(k) rollover to Roth IRA question
  65. Bond Call Notification
  66. Can I work and receive 72t distributions?
  67. Rolling over a 401k that includes after tax contributions
  68. "Comfort has a Cost"
  69. Annual IRA distribution V.S Roth conversion
  70. ACA costs
  71. The End of the Golden Era (for US Equities)?
  72. Different I Bond Question
  73. Retirement account beneficiaries
  74. Final Approach Planning for Retirement
  75. Installment sale of Rental Property
  76. Asking for a friend...can he retire before 50?
  77. Top Ten Expenses?
  78. Need Advice for Stepbrother
  79. 529 or taxable account?
  80. Options for guaranteed income if you’re delaying Social Security until FRA
  81. 1041 trust return questions
  82. Pension & allocation question
  83. 2023 taxes - inherited ira question
  84. Heads Up: TurboTax + Fixed Income + Accrued Interest
  85. Suze Orman - You need 20M to retire early
  86. ES taxe numbers, that can't be right
  87. Pay off HELOC??
  88. Capital loss carryover in California?
  89. issue with 2022 tax filing
  90. Advice on Contract for Deed/Escrow Account
  91. Parent brokerage holdings doesn't make sense
  92. Pull from HSA now?
  93. Looking for article on annuity
  94. Savings bonds redeemed at treasury direct. No 1099-int
  95. Combining IRAs in Vanguard
  96. Car loan application as a retiree
  97. PSA: BROKERED CD'S cannot be transferred in-kind to Fidelity
  98. What is the minimum size (percentage) holding that is worthwhile?
  99. Spousal Benefits Social Security ?
  100. Paying taxes on Roth conversions
  101. Social Security Tips on W-2 and Retirement Benefits
  102. looking for spend down type threads on here
  103. Factoring opportunity cost into major purchases?
  104. Guidance with withdrawal plan
  105. How to figure out when Roth conversions are worth it?
  106. Tax Surprise-Section 199A Dividends
  107. VG Tax docs?
  108. Next-year Roth conversion?
  109. My Turbo Tax doesn't seem to have a way to input Savings Bond Sales
  110. Taxes for MIL in memory care?
  111. Medicare/Social Security Question
  112. What is best form for cash for the yearly budget?
  113. Does anyone own EMF?
  114. Fed Income Tax and ACA subsidy vs AGI
  115. Roth Rollover
  116. Maine Pension Deduction
  117. Tax question related to purchase of 2nd home
  118. Gift or bridge loan for son house purchase
  119. New non-retirement accounts after retirement
  120. How are LTCG and Non-qualified Dividends "stacked"?
  121. Looking for some 2023 Tax Return preparation help
  122. Social Security and Windfall Elimination
  123. What is the best way to pay estimated Federal Taxes in Retirement?
  124. Please help me game out a cost for a duplex
  125. Tax treatment of Discounted Treasury bonds or strips
  126. Capital Gains Impact on Marginal Tax Rate
  127. Question regarding my first Roth conversion in retirement
  128. Tax Return or Form 990-N for HOA?
  129. Entering 1099 mutual fund dividends with different treasury obligation percentage
  130. Financial Advice Columnist falls for $50K scam
  131. Is the IRS intentionally this obtuse???
  132. are gifts of cash taxable?
  133. Tax Mistake - Discovered AFTER Submitting
  134. Can my state taxes really be 6x my federal?
  135. SS in a High Bracket and Withholdings
  136. Did anyone else get this VG offer?
  137. Early Retirement SS Benefits Reduction due to Income earned questions.
  138. Your 2023 effective tax rate
  139. IRMAA and inheritance
  140. Schwab Tax Form Question
  141. It's getting to crunch time, buying a house for a child.
  142. H&R Block Users, How do you input 1099 Payer Tax ID
  143. Taxes on tIRA after death?
  144. Firecalc Social Security Year
  145. RobinHood IRA 3% Match - comments?
  146. Firecalc question
  147. Another Vanguard Rant
  148. Too much money in IRA
  149. Benefits of Former employer 401k, New Employer 401k, or Rollover?
  150. S&P 500 Question
  151. asset location and allocation
  152. NJ-specific question about TurboTax
  153. Estate Planning Nuances - Trusts, Probate, TIC, JTWROS, etc
  154. tax rate estimates
  155. How to enter a JTWROS account in tax return
  156. your first year after FIRE: income lost?
  157. transition from saver to spender
  158. Portfolio & Morningstar
  159. Uh Oh! TT What are you doing to me?
  160. There Is A Tax Season Villain, and It's Not The IRS
  161. QQQ Special Dividend 01/15/24
  162. Tax Refund in <3 days!
  163. House purchase question: about to make an offer, and nervous
  164. Move stocks/mutual funds from brokerage to IRA?
  165. Another asset allocation question
  166. Looking to diversify into Bonds need a one stop Vanguard fund recommendation
  167. Starting and stopping the pension
  168. Spousal SS Benefit Timing
  169. Money Market Suggestions
  170. state tax on $60k income (MFJ)
  171. Brokerage vs Retirement Account
  172. How to decide if you can live off investments or need to draw them down
  173. Inflation simplified
  174. Withdrawals at Age 59.5
  175. buy more ibonds
  176. Foreign Tax Credit State
  177. Turbotax users on ACA with dependent income
  178. Turbo Tax on a Mac
  179. RMD in 2024 or 2025? born October 28th, 1951
  180. ER tax accuracy
  181. Is there any reason for a FIRE person to keep years of tax records?
  182. First time filing as independent, 1098-T and 1099-Q 529 withdrawal
  183. Please check my understanding of ACA subsidies.
  184. My FIRE Strategy -- Roth Conversion
  185. TurboTax: Now what?
  186. Yet another applying for SS post
  187. Reporting I Bond taxable interest annually. How to determine the amount?
  188. Taxes & SS - Live and Learn
  189. Greedy Investor
  190. Bonds Suc&k...
  191. I am a secondary market brokered CD convert
  192. do I still need USAA checking
  193. 1099-DIV questions (MSFT)
  194. Great news! (tanks my portfolio every time)
  195. Where does CD interest live?
  196. Bank Fees
  197. Anyone here get a UK Pension?
  198. Balancing an advance on kids' inheritance
  199. Any AZ tax experts? Line 20-24 mutual fund gains
  200. Pay off mortgage if means entering 22% tax bracket?
  201. Joint Brokerage Account or not if spouse dies
  202. 2024 Investment Performance Thread
  203. Who follows a "buckets strategy" in retirement?
  204. Should I stop payment on lost check?
  205. tax question re DD's self-employment income (not main job)
  206. Two accounts in Charles totaled 1.8M. Should I merge into one?
  207. simple viewpoint for taxes with a mix of unpredictable income
  208. ACP Subsidy Going Away Soon
  209. Moving to Fidelity and going with a simple portfolio.
  210. I may have made the mistake of updating my Linkedin status to 'Retired'
  211. Monthly Budget and Tax
  212. financial samuri - Fire Post
  213. Another analysis: Why Early Social Security Provides the Greatest Spousal Benefit
  214. Insurance 1099.... adding insult to injury
  215. Should I Sell?
  216. Question about TurboTax and Fidelity Data Download
  217. Buying in a rural county as an older family
  218. VMFXX (Government Obligations) and 2023 Taxes
  219. Anyone pay their Aetna health insurance bill in CVS
  220. Treasury Interest Payment on maturity along with face value?
  221. Lump Sum & Invest Vs SWR
  222. SPIA Annuity vs MYGA with systematic Withdrawals as part of one's Withdrawal Strategy
  223. Riddle me this; TIAA SPIA payout rate 9.45%!
  224. Incorrect W2?
  225. Will this work to minimize taxes on inherited IRA?
  226. Callan Table 2023
  227. Auto Loans from Navy Federal?
  228. Drawing mutual fund dividends
  229. What Are Tax Form Groups At Fidelity?
  230. Tax Brackets 2023 ?
  231. Question About Selling CDs on Schwab
  232. Ben Carlson article on why bonds are still part of the "Holy Grail"
  233. beneficiaries - how do they work
  234. Simulating VWCE for FireCalc portfolio
  235. What is your Spreadsheet INFLATION assumption?
  236. Life Insurance After 60
  237. An annuity in the 3 fund portfolio?
  238. Inherited IRA question on IRS reporting
  239. BLS Average Retiree Spending Data
  240. H&R Block Not Treating Inherited IRA Distributions Correctly
  241. Stock Investing
  242. Tax Return- jointly owned home but one deducts everything
  243. Anyone Use Schwab's Securities Lending Fully Paid (SLFP) Program?
  244. Treasury Direct FYI: Changing Primary Bank Information
  245. Is anyone had experienced the IRS servise like me?
  246. DQOTD: Taxable Income Ranges for 2026 & Beyond
  247. MYGA Phishing attempt? (Anyone else asked to 'provide a bank statement'?)
  248. Guaranteed Investment Advice in a Roth IRA
  249. FDIC insurance details
  250. Gambling losses vs contractor fraud - tax loss harvesting?