View Full Version : FIRE and Money
- very odd thing
- pulling the trigger for two
- Being Thankful
- Anyone try out the new BH Retiree Portfolio Model beta?
- Anyone attend wealth manager free education events?
- Almost free cash
- Walmart paying 100% of college costs for its workers
- Embarrassing question
- Need Help for a long time friend with spending issues.
- Investment options for nomads
- What is going on with Morningstar?
- Nest Egg Care by Tom Canfield
- TSP Estimation
- Self Insuring Question
- Review and FIRE readiness thoughts
- Was just curious what you as a parent would do in this situation
- Way too much of NW in employer stock
- Roth conversion?
- Charles Ellis article
- We have a buyer for our FSBO?
- Login problems with multiple banks
- We tried to live within a budget, but we can't
- SS Projections: COLA adjusted?
- Another calcuation - How much you need to Retire in Each State
- Saving Acct, CD or I-Bond?!?
- Contemplating dropping to part time
- Non-Spouse Inherited 401(k) and IRA Withdrawal Requirements
- Online Tax Calculator for Non-Grantor, Complex Trusts?
- Learning to Live with Maggie (MAGI)
- Taxes Due When Cashing in Life Insurance?
- Concerns About Inflation?
- Anyone Regret doing a Roth Rollover ?
- First Time Home Buyer (post-inspection)
- Any 3%ers out there?
- Suggestions for too much cash in IRA?
- How do I get Inherited IRA RMD?
- Flat spending rate
- Need help including pension into retirement calculator
- Firecalc vs reality
- Benefits of Roth Conversions vs Medicare Premium Surcharge
- Refinancing Scams - Buyer Beware
- Tax planning spreadsheet
- Has anyone sold their primary residence that was originally their second home?
- Inflation could prompt largest Social Security cost-of-living adjustment in decades.
- 4% SWR for how long?
- Making an asset list for fading loved one
- B&M location question
- Roth conversion study surprised result
- UTMA asset reallocation ?
- Insurance Mistake
- Weird Question... How often do you count your money/assets?
- Can I retire early before age 60?
- Logical and Personal Quandary
- Anyone ever 'want more'?
- Lever up home or tap Roth equity?
- And I Fired Five Years Early ...
- Need help selling ?
- What questions to ask realtor selling our house?
- We've hit our number, problem is the budget doesn't fit in it
- paying for 2nd home
- Using a Heloc as a downpayment on a new home
- Pulling the Trigger is Tough!
- Real estate question
- SS - spousal benefits for older spouse
- Is a pension really FI?
- Tracking Net Worth and Compound Interest Calculating
- How one early retiree dealt with inflation
- Anyone here retiring with 1.5 - 2M, renting, and a LONG retirement?
- Recovering a Retirement Benefit after multiple company sales.
- Critique My Personal Crash Plan
- Real Estate - Ridiculous Appreciation
- Help! The IRS is at my door. How can I find the cost basis for TIPS that matured?
- DH concerned about taxes...what to do...
- Spouse benefit while you're both living?
- Personal finance ignorance among the otherwise intelligent
- More discussion on GARCH models please - portfolio modeling
- Do you think 2023 is 1929, 1966, 2000, etc?
- Cash windfall just before retirement
- Do you draw from your Traditional 401(k)/IRA or from your Roth 401(k)/Roth IRA first?
- The Richest 1% by Country - US seems to be wrong
- Windfall and Withdrawals.
- My Lessons Learned and why everyone should build a custom model with Excel
- Pensions and the 4% rule
- Why Would I NOT Invest After-Tax Dollars in a Roth IRA
- What's Going on with the Real Estate Market?
- Yet another budget check
- Yet another Roth question
- Simplifying income streams and auto payment processes?
- Does renting a car require unfreezing of credit if my credit file is frozen?
- Vanguard Personal Advisor Services
- Overpayment letter
- DW’s 401k change
- Pay off the mortgage or set it and forget it, what would you do?
- Dave Ramsey approach
- Stable Value vs bond funds vs I-Bonds
- Fidelity Bill Pay ebill question
- Our ROTH choice dilemma
- Looking at Vanguard funds for an inheritance, hmmm
- My current plan and two alternatives that might be better
- Pension Choice to Make
- CT retirement income now tax friendly!
- Automate bill payment? Pros/Cons?
- Partial Roth Conversion?
- When and for Whom are Roth Conversions Most Beneficial? A New Set of Guidelines...
- Alternative to Roth Conversions?
- Vacation Rental Investing
- Roth Conversion 5 - Year Rule
- Start building I-Bonds reserve?
- shopping for auto insurance
- Lump sum or DCA investment for inheritance?
- "Tax Bucket" question
- Can I Retire? - Round 2
- Did you go heavier on cash at start of withdrawals?
- New Union contract
- ILITs and 2nd to Die Variable Universal Life Insurance
- Experiences with Home Buying Services/Investors
- New Home Prepayment Option
- Vanguard Wellesley
- Drawdown order for different types of accounts
- Firecalc question
- Stepson wanting advice on starting investing
- Local Bank Branch Closing - Options?
- Start Social Security to buy a new car or cash in equities
- Would you Retire if you weren't sure you could afford to?
- Morningstar: Hidden Assumptions of Financial Calculators
- Vanguard Customer Service?
- Help choosing Fidelity Indexes. Balanced Index?
- Roth Conversions even if you don't have the money to pay the taxes?
- How do I figure taxes on sale of inherited home
- How do I reach minimum income for ACA subsidy?
- It's not immediately obvious to me
- Type of 401k vs IRA to keep investing now?
- Simple 0% Fed income tax question
- My Quicken Subscription Just Expired, - Could not be happier with ....
- Bank of America & settling an estate
- Any Retirees in New Hampshire or New England Area?
- 457 Roth or traditional + Brokerage
- Asset based mortgage
- Spousal SS Question - (Sorry, Yes, Another)
- SS increase of 3.7%?
- Another Social Security Question
- Somewhat obscure question about Roth conversion strategy
- Social Security increase for 2022 first out look 5.3%
- What tax bracket should I stop doing Roth Conversions
- The 13 Characteristics of a Good Investor
- SS Strategy
- The Dangers of Cash
- Searching for an online spending spreadsheet
- Retirement Savings Contribution Credit and pension
- Tax consideration for IRA withdral
- Social Security Decision Tree
- Trad 401k to Roth IRA Rollover (Conversion?)
- "Back-dated entries will not be factored in."
- Clark Howard interviews Jonathan Clements
- Anyone getting a different style Social Security Statement?
- 10 Charts About Retirement Every Retiree Should See (2020)
- After 5 Years sailing the seas Wife says we need to buy a house again
- TIPS: Actual bonds vs. ETF or fund?
- Playing with OpenSocialSecurity benefits optimizer
- Does SS benefits "estimator" allow me to enter data?
- Inherited IRA/10 year rule/withdrawal strategy
- Billionaires don’t pay taxes?
- 401k or Roth/401k ?
- Investing clarifications
- What Tax Filing Software to use for Roth Conversion Estimates?
- Guest Accommodations
- Fee for cash buyers???
- Insurance to cover first-to-die spouse's SS payments?
- 401(k) Consolidation and Rollover Complete
- Edward Jones FA had me in the following funds in my 401k. I need advice.
- Finally getting my federal tax return, but...
- Amended tax return question
- Very bullish forecast
- Giving While Living?
- When should I sell my shares from my ESPP?
- Tip construction workers?
- Die With Zero - Book
- ACA healthcare and income question
- Requesting Feedback on Our Plan
- Are all Annuities BAD?
- The Current Annuity Factor & Dangers of the 4% "Rule"
- When do I use my HSA Money
- What's the most tax efficient way of handling ROTH Conversions?
- Portfolio Visualizer
- Switching from SS Survivor to Personal benefits
- Your Father's Stock Market is Never Coming Back
- Withdraw Rate effect on Portfolio Performance
- Deferred Compensation -- how to use it to RE sooner
- Planning for 2023
- Stock Cost Basis
- Total Return Withdrawal Decision
- Ally eliminating overdraft fees
- Non-IRA ETF Consolidation Question
- 2nd home/cabin etc. How'd you decide to pull the trigger?
- Series I Bonds, Individual and Trust
- Change in Plans...age 57..
- dropping fee based credit card. Question...
- Basic Retirement Question
- Jewelry Insurance
- Fidelity Retirement Planner & State of Residence
- cd rates available
- SORR and Spending Now
- How Are Life Insurance With LTCI Rider Sold?
- Rule of 55 and returning to same employer
- Modelling when to take Social Security and other pensions
- Fully Paid Lending Program by Fidelity
- "Free!" Credit
- HELOC question
- What are "vertical checking" accounts?
- Poll: FIRE funds to cover monthly costs come from?
- Poll: Fat FIRE II
- Cash and CD’s? Why not a Money Market?
- Retirement Portfolio Checks & Balances
- Home Reassessment Question
- Vanguard margin dividend tax reimbursement payment: downside of margin
- Bob Carlson's book "Where's My Money"
- Real Estate Sale Fees
- Personal Capital reliability
- Poll: Fat FIRE
- Help with short term cash at Vanguard
- Robinhood to Offer Retail Investors Access to IPO Shares
- Variable annuity payout ?
- Turning 50 in a month, I know what you are going to say..
- Can you do a backdoor IRA to HSA before 59 1/2?
- IRA if death of holder, spouse options
- Anybody here only have one credit card? If so what is your credit score?
- Definitive List of Categories for Retirement Expenses
- "Final Check" to 457b?
- Income Portfolio
- Preserving the buying power of a pension
- Can/Should I Retire Today or in 6 Years?
- Owning a VRBO/AirBnb?
- Should I cancel my disability insurance?
- Cutting expenses—your best money saving tips?
- Where to park cash gifts for kids?
- What's a good target RMD annual income?
- How much money needed in cash and how to get it?
- Unusual IRS audit question
- Daily Fluctuations
- Monte Carlo used over a period of time
- Converting from Spousal to my own SSA
- Tiller Money
- Mutual funds and cap gains
- why capital gains in HSA was reported to IRS ?
- Signed Up For LTC Policy
- Money management software
- 401K Monthly disbursement
- CFP adds psychology to the mix
- Should I roll a 403b over to a Roth IRA?
- Interest rate or price increase, which costs more?
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