View Full Version : FIRE and Money
- US Savings Bond Accrued Interest Already Reported
- All my eggs in one basket (brokerage)?
- Calculator for Estimating Roth Conversions?
- Inherited vs Assumed IRA for a 92 year old
- Reviewing Plan on a Lazy Sunday
- Income Tax Payment Timeline
- Now what
- New Rules for Realtors
- taxes, what would you do?
- withdrawal rates on portfolio charts
- Using Capitol Losses
- cost basis of inherited accounts
- Higher than expected taxes, what to do
- Feedback on Moms Allocation of 200k
- taking distributions and taxes
- Target date funds and tax strategies
- So what am I missing?
- Anyone Holding Templeton Emerging Market Fund/Seeking 1099 Info
- Experience with State Farm?
- Equal tax rates vs balance of tIRA/Roth IRA
- AAA corporate bonds vs CD's for one year timeline
- How to approach FIRE projections - llc owner, ACA ins & IDR student loans?
- What does W2 income consist of when on Social Security?
- Trade Settlement Decreasing to 1 Day
- Thoughts on Inherited IRA Withdrawals
- Quicken File Management when Snowbirding
- I can't reach www.i-orp.com
- All in retirement and no liquidity
- Second Brokerage Account As a Substitute for Savings Account
- When to Sell Positions With Unrealized Gains
- LTCG rate on collectables
- ? about Callable Brokered CD's
- Vanguard PAS $
- Make Whole Call Question
- I Bond Interest
- Vanguard's Scottsdale office
- BBB Scam tracker
- Roth IRA conversion
- Applying for SS and Medicare at 65
- Highly appreciated rental house in HCOL area?
- What exactly does FEMA Flood Insurance cover?
- Financial Planner - Fee to Create Financial Plan
- Anyone still using Quicken 2014?
- Backdoor Roth IRA timing question
- PSA: income from U.S. obligations
- non deductible IRA and form 8606
- Suggestions for estimating future RMDs
- Retirement Savings Contribution Credit and DB Pension
- Basal III Endgame.
- Clarify Roth withdrawals prior to 59.5
- Larry Swedroe on the Problems of High US Equity Valuations
- College Resident Assistantship(RA) and filing 2023 1040 tax form
- I-Bond Interest
- Potential Property Tax Freeze- WWYD?
- Take SS earlier if I'll have large RMDs?
- Withholding for IRA withdrawals
- Withdrawal Strategy Help Requested
- Reconciling micro observations with macro trends? (is the economy really doing well?)
- ACA in NJ: Reconcile New Jersey Health Plan Savings credits
- Household income as a percentage of federal poverty line
- Rental Property Over Depreciated - Now What?
- Wellesley Fund
- $500,000 per couple primary residence exclusion and inflation
- Roth 401(k) rollover to Roth IRA question
- Bond Call Notification
- Can I work and receive 72t distributions?
- Rolling over a 401k that includes after tax contributions
- "Comfort has a Cost"
- Annual IRA distribution V.S Roth conversion
- ACA costs
- The End of the Golden Era (for US Equities)?
- Different I Bond Question
- Retirement account beneficiaries
- Final Approach Planning for Retirement
- Installment sale of Rental Property
- Asking for a friend...can he retire before 50?
- Top Ten Expenses?
- Need Advice for Stepbrother
- 529 or taxable account?
- Options for guaranteed income if you’re delaying Social Security until FRA
- 1041 trust return questions
- Pension & allocation question
- 2023 taxes - inherited ira question
- Heads Up: TurboTax + Fixed Income + Accrued Interest
- Suze Orman - You need 20M to retire early
- ES taxe numbers, that can't be right
- Pay off HELOC??
- Capital loss carryover in California?
- issue with 2022 tax filing
- Advice on Contract for Deed/Escrow Account
- Parent brokerage holdings doesn't make sense
- Pull from HSA now?
- Looking for article on annuity
- Savings bonds redeemed at treasury direct. No 1099-int
- Combining IRAs in Vanguard
- Car loan application as a retiree
- PSA: BROKERED CD'S cannot be transferred in-kind to Fidelity
- What is the minimum size (percentage) holding that is worthwhile?
- Spousal Benefits Social Security ?
- Paying taxes on Roth conversions
- Social Security Tips on W-2 and Retirement Benefits
- looking for spend down type threads on here
- Factoring opportunity cost into major purchases?
- Guidance with withdrawal plan
- How to figure out when Roth conversions are worth it?
- Tax Surprise-Section 199A Dividends
- VG Tax docs?
- Next-year Roth conversion?
- My Turbo Tax doesn't seem to have a way to input Savings Bond Sales
- Taxes for MIL in memory care?
- Medicare/Social Security Question
- What is best form for cash for the yearly budget?
- Does anyone own EMF?
- Fed Income Tax and ACA subsidy vs AGI
- Roth Rollover
- Maine Pension Deduction
- Tax question related to purchase of 2nd home
- Gift or bridge loan for son house purchase
- New non-retirement accounts after retirement
- How are LTCG and Non-qualified Dividends "stacked"?
- Looking for some 2023 Tax Return preparation help
- Social Security and Windfall Elimination
- What is the best way to pay estimated Federal Taxes in Retirement?
- Please help me game out a cost for a duplex
- Tax treatment of Discounted Treasury bonds or strips
- Capital Gains Impact on Marginal Tax Rate
- Question regarding my first Roth conversion in retirement
- Tax Return or Form 990-N for HOA?
- Entering 1099 mutual fund dividends with different treasury obligation percentage
- Financial Advice Columnist falls for $50K scam
- Is the IRS intentionally this obtuse???
- are gifts of cash taxable?
- Tax Mistake - Discovered AFTER Submitting
- Can my state taxes really be 6x my federal?
- SS in a High Bracket and Withholdings
- Did anyone else get this VG offer?
- Early Retirement SS Benefits Reduction due to Income earned questions.
- Your 2023 effective tax rate
- IRMAA and inheritance
- Schwab Tax Form Question
- It's getting to crunch time, buying a house for a child.
- H&R Block Users, How do you input 1099 Payer Tax ID
- Taxes on tIRA after death?
- Firecalc Social Security Year
- RobinHood IRA 3% Match - comments?
- Firecalc question
- Another Vanguard Rant
- Too much money in IRA
- Benefits of Former employer 401k, New Employer 401k, or Rollover?
- S&P 500 Question
- asset location and allocation
- NJ-specific question about TurboTax
- Estate Planning Nuances - Trusts, Probate, TIC, JTWROS, etc
- tax rate estimates
- How to enter a JTWROS account in tax return
- your first year after FIRE: income lost?
- transition from saver to spender
- Portfolio & Morningstar
- Uh Oh! TT What are you doing to me?
- There Is A Tax Season Villain, and It's Not The IRS
- QQQ Special Dividend 01/15/24
- Tax Refund in <3 days!
- House purchase question: about to make an offer, and nervous
- Move stocks/mutual funds from brokerage to IRA?
- Another asset allocation question
- Looking to diversify into Bonds need a one stop Vanguard fund recommendation
- Starting and stopping the pension
- Spousal SS Benefit Timing
- Money Market Suggestions
- state tax on $60k income (MFJ)
- Brokerage vs Retirement Account
- How to decide if you can live off investments or need to draw them down
- Inflation simplified
- Withdrawals at Age 59.5
- buy more ibonds
- Foreign Tax Credit State
- Turbotax users on ACA with dependent income
- Turbo Tax on a Mac
- RMD in 2024 or 2025? born October 28th, 1951
- ER tax accuracy
- Is there any reason for a FIRE person to keep years of tax records?
- First time filing as independent, 1098-T and 1099-Q 529 withdrawal
- Please check my understanding of ACA subsidies.
- My FIRE Strategy -- Roth Conversion
- TurboTax: Now what?
- Yet another applying for SS post
- Reporting I Bond taxable interest annually. How to determine the amount?
- Taxes & SS - Live and Learn
- Greedy Investor
- Bonds Suc&k...
- I am a secondary market brokered CD convert
- do I still need USAA checking
- 1099-DIV questions (MSFT)
- Great news! (tanks my portfolio every time)
- Where does CD interest live?
- Bank Fees
- Anyone here get a UK Pension?
- Balancing an advance on kids' inheritance
- Any AZ tax experts? Line 20-24 mutual fund gains
- Pay off mortgage if means entering 22% tax bracket?
- Joint Brokerage Account or not if spouse dies
- 2024 Investment Performance Thread
- Who follows a "buckets strategy" in retirement?
- Should I stop payment on lost check?
- tax question re DD's self-employment income (not main job)
- Two accounts in Charles totaled 1.8M. Should I merge into one?
- simple viewpoint for taxes with a mix of unpredictable income
- ACP Subsidy Going Away Soon
- Moving to Fidelity and going with a simple portfolio.
- I may have made the mistake of updating my Linkedin status to 'Retired'
- Monthly Budget and Tax
- financial samuri - Fire Post
- Another analysis: Why Early Social Security Provides the Greatest Spousal Benefit
- Insurance 1099.... adding insult to injury
- Should I Sell?
- Question about TurboTax and Fidelity Data Download
- Buying in a rural county as an older family
- VMFXX (Government Obligations) and 2023 Taxes
- Anyone pay their Aetna health insurance bill in CVS
- Treasury Interest Payment on maturity along with face value?
- Lump Sum & Invest Vs SWR
- SPIA Annuity vs MYGA with systematic Withdrawals as part of one's Withdrawal Strategy
- Riddle me this; TIAA SPIA payout rate 9.45%!
- Incorrect W2?
- Will this work to minimize taxes on inherited IRA?
- Callan Table 2023
- Auto Loans from Navy Federal?
- Drawing mutual fund dividends
- What Are Tax Form Groups At Fidelity?
- Tax Brackets 2023 ?
- Question About Selling CDs on Schwab
- Ben Carlson article on why bonds are still part of the "Holy Grail"
- beneficiaries - how do they work
- Simulating VWCE for FireCalc portfolio
- What is your Spreadsheet INFLATION assumption?
- Life Insurance After 60
- An annuity in the 3 fund portfolio?
- Inherited IRA question on IRS reporting
- BLS Average Retiree Spending Data
- H&R Block Not Treating Inherited IRA Distributions Correctly
- Stock Investing
- Tax Return- jointly owned home but one deducts everything
- Anyone Use Schwab's Securities Lending Fully Paid (SLFP) Program?
- Treasury Direct FYI: Changing Primary Bank Information
- Is anyone had experienced the IRS servise like me?
- DQOTD: Taxable Income Ranges for 2026 & Beyond
- MYGA Phishing attempt? (Anyone else asked to 'provide a bank statement'?)
- Guaranteed Investment Advice in a Roth IRA
- FDIC insurance details
- Gambling losses vs contractor fraud - tax loss harvesting?
vBulletin® v3.8.8 Beta 1, Copyright ©2000-2024, vBulletin Solutions, Inc.