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  1. SECURE Act 2.0
  2. Merging 2 Roth IRA accounts in the same firm?
  3. Lively HSA
  4. TreasuryDirect confusing note
  5. ACA Questions
  6. Immediate Annuity question
  7. Any Ultra High Net Worth Individual (UHNWI) here? What do you do?
  8. ROTH conversions for charitably inclined (tax saving strategy)
  9. Withdrawal Strategy - where do I start?
  10. Anyone switch to Fidelity HSA?
  11. Buy new house before selling the old one
  12. Cash in Portfolio
  13. Sibling will not take inheritance
  14. Can pension plans be rolled over into a IRA or 401k
  15. At what point did you think the $1 million milestone was possible?
  16. Spousal Pension NOT optional for some
  17. SS "account" question
  18. How does house sale affect MC premium?
  19. Stimulus check and taxes
  20. Moving Roth's to Vanguard
  21. Putting numbers into FireCalc...
  22. Question for Social Security experts for my brother
  23. Estate Tax (unfair question?)
  24. I miss having people to talk about finances with
  25. Tax Loss Harvesting Question
  26. Life without Sequence of Returns Risk (SORR)
  27. EOY Roth conversion and estimated taxes
  28. Tax Deductions for Disasters
  29. Roth conversions with ACA
  30. Medicare Guide
  31. IRAs, the SECURE Act and trusts
  32. Would anyone like to share their financial goals for 2021?
  33. Reasonable ways to minimize estate taxes?
  34. International ETF choice and % in portfolio
  35. About how long does a Roth conversion take with Fidelity?
  36. Opinions on my ROTH IRA holding and investing
  37. Poll:Will we have RMDs for 2021?
  38. Is this enough?
  39. Ok Taking Pension Now Options
  40. Quarterly Estimated Fed Tax Payments and SS/Med Tax
  41. Private Pension Question
  42. Lifetime income vs. net worth
  43. Selling home
  44. The important "trigger" income levels 2021
  45. Roth Conversion Guide
  46. Yet another Great Vanguard Service Experience
  47. ACA Income Verification
  48. SSA Retirement Estimator
  49. Tax Efficient Withdrawal Strategies... does this make sense?
  50. Roth vs Traditional IRAs (esp regarding tax rates)
  51. IRA transfer
  52. ROTH Conversion second thoughts
  53. How Much Cash to hold in Retirement
  54. FIRE And My Mental Health
  55. Housing Advice
  56. New Vanguard platform?
  57. Rules protecting retirement accounts from lawsuit.
  58. Funds with Step Up Basis on inheritance ??
  59. SO unemployed--how have you adjusted financially?
  60. Short Money Rules Paper
  61. House Tax Writing Committee Releases Bipartisan Retirement Package
  62. 2020 Year-End Distributions
  63. Spousal SS, yet another question.
  64. 2021 contribution limits and tax brackets
  65. Can I F.I.R.E in 8 years?
  66. Should we buy the beach house?
  67. advice on how to replace supplement
  68. Long-term care insurance paper
  69. quarterly tax payments have to equal?
  70. Final leg
  71. Priority of savings as one nears military retirement
  72. ACA income planning Social Security first year
  73. Uninsured/Underinsured Motorist Coverage... yea or nea?
  74. SWR of 4%+COLA or reset clock to 4%?
  75. The 4% Rule is now the 5% Rule
  76. Group Legal Plans
  77. Best way to hold CASH
  78. F.I.R.E without physical property?
  79. Open request for ideas and thoughts on DS25 buying a house
  80. Tax software deals
  81. RMD Tax Withdrawal Strategy - Moving From Joint to Single Tax Liability
  82. What is 6 months worth?
  83. Take Pension Now or Defer and Continue Roth Conversions for 5 years
  84. Investment/savings book for a 19 year old
  85. Solo 401k Employer Contribution
  86. Eagle Guarantee Focus 3 - 10% Withdrawal Options
  87. My Social Security website interface changes (for the better!)
  88. are buckets really necessary?
  89. What would you do if you were me? (investment strategy)
  90. Any Commerical agents out there?
  91. HSA Question
  92. Social Security (revisited)
  93. First HELOC
  94. lower mortgage rate
  95. IPS?
  96. Would you retire @ 90% probability of success?
  97. Doublechecking something about FIREcalc. Basic question, really.
  98. Looking for No-brainer tickers for long term investing
  99. How much to fix up an old house?
  100. Debt Reserves as Asset Allocation Strategy
  101. Loan Depot .. refinance??
  102. Social Security 1.3% increase 2021
  103. Barkley Funds Question
  104. Yahoo finance guessing at closing prices?
  105. Common Causes of Very Bad Decisions by Morgan Housel
  106. Assets in tIRA, Roth, and brokerage
  107. "Game Over" (for bonds) - Jonathan Clements
  108. Nervous in Oklahoma
  109. Modern Monetary theory
  110. eyes on this mortgage refi doc please
  111. Start of the Real Estate slump?
  112. Paying off Mortgage or Saving outside of Tax Sheltered Retirement Accounts
  113. Withdrawal strategy for 2020 with ACA
  114. Stock Losses
  115. What to invest $100,000 in for a year?
  116. Yes, Another SS question. This Time Regarding Maximum Family Benefit
  117. Economist suggests that inflation may be low for a while
  118. Who owns both Wellesley and Wellington?
  119. Best Practices - Lumpy Expenses
  120. car/parking dilemma
  121. Clear Title PSA
  122. Dividends from retirement account using 72t?
  123. Old Man Dad Club trying to figure out $$ needed
  124. Savings Withdrawl Rate (SWR) Calculation Question
  125. ER Withdrawals - Pre-Tax & Post-Tax Accounts
  126. Umbrella Insurance Question
  127. Please comment on my Withdrawal Plan
  128. SS question
  129. 60/40 AA may not work in the future
  130. Vanguard platform change and Mint/Personal Capital
  131. State Income Tax Treachery - Illinois
  132. Officially retired. First free Monday.
  133. I just downgraded from Chase Private Client to Sapphire Banking
  134. Safety of Stable Value Funds
  135. Is this a scam ?
  136. working and Medicare
  137. Retiring into Poverty
  138. For those who self-manage their nest egg - what funds do you use??
  139. Book recommendations
  140. Non FDIC Deposit Account Programs
  141. Free Amazon $10 credit
  142. How Much Inflation Protection Do I Need?
  143. Quicken questions
  144. New FA
  145. Medicare application in limbo
  146. Quick question on file and suspend?
  147. Status of new RMD tables?
  148. Long Term Capital Gains Tax Question
  149. 55 rule and SOLO 401k thoughts
  150. Lump Sum
  151. SWR, CAPE & Inflation - Bengen's new paper
  152. strategy to passing the buck
  153. roth conversions - age related question
  154. Capital Gain on Sale of Home
  155. "Is sequence risk really a big deal for retirees?"
  156. Were you nervous when you retired?
  157. Perpetual Income?
  158. Windfall
  159. 4% how it works
  160. DQOTD: Foreign Tax Paid Amount?
  161. Brokerage account insurance
  162. Care Act 401k hardship withdrawal
  163. Rental Property. 100% Bonus Depreciation?
  164. Question for those on state insurance exchanges
  165. HELOC as a way to get emergency cash
  166. Not retired yet should I move 401k before election
  167. Good time to buy Wellesley?
  168. Applying for SS Online Rather than in Person at Local SS Office.
  169. Stable value fund?
  170. Tax question, Tax Cuts & Job Act. 01/1/2018
  171. temporary money move in 401K
  172. Winter long distance condo - purchase or rent?
  173. Special charitable deduction for non-itemizers
  174. My pension and spouse’s Social Security benefits
  175. Why treasuries are TERRIBLE long term investment in the current economy
  176. Retiring with children - dependent Soc Sec
  177. Another article about the 'rule of 55'...
  178. FDIC Insurance for Bank Accounts in the Name of a Revocable Trust
  179. Need to find out what my SS rate will be after restricted file and suspend
  180. How to cheaply establish FMV for jewelry?
  181. Early IRA and 401k withdrawals
  182. Pay off mortgage or savings acct?
  183. vanguard fyi
  184. A real life Roth Conversion example
  185. Refinancing: How much home equity should I put into the stock market?
  186. Reducing Estate Value to minimize Estate tax
  187. Reverse Mortgage when kids/grandkids not interested?
  188. Investing in Farmland
  189. Tax Rate Question
  190. Soc Sec Qs for Dummies
  191. Mr. Chuck Feeney: The Billionaire Who Gave It All Away
  192. New Car purchase
  193. Target Date Funds -- not so simple!
  194. Anyone have money burning a hole in their pockets?
  195. I need guidance
  196. Ridiculous CD rates - where now
  197. Simple Approach to Selling Inherited House
  198. Current choices for Cash Back Credit Cards
  199. Where is the market at 64% of the time...
  200. Ready to submit resign letter.
  201. Life insurance to avoid estate tax
  202. Auto Insurance Rates for Seniors?
  203. Convert to ROTH? A contrarian view
  204. Goal to retire at 50 - currently 38
  205. FYI - Top biggest Funds on the Planet
  206. 529 room and board
  207. Advice needed on selling house
  208. Household or individual NW?
  209. Residence in no income tax state??
  210. Should DMIL annuitize?
  211. Majority of young adults (ages 18-29) now live with their parents.
  212. Hit one of my goals
  213. Which pension option to choose
  214. Retirement Income Strategy?
  215. Transamerica Annual Retirement Survey 2020
  216. Any ER folks refinanced lately without a job?
  217. Auto Pay
  218. Comfortable FIRE $$Number in Every State Article
  219. Amazon Prime credit card quandary
  220. Is it just me?
  221. Does getting a smaller electric water heater save money?
  222. Had no trouble getting IRMAA reversed
  223. Geoarbitrage
  224. Next Year's (2021) Income Dilemma?
  225. US tax filing question
  226. 2020 Spending
  227. Tax Loss Harvesting Question
  228. Is a Reverse Mortgage a viable planning tool?
  229. Yay! Success in my first year of retirement!
  230. Time is on your side!
  231. Small milestone - $2M
  232. Retirement with Tricare Prime Medical
  233. This Market Is Crazy - What do Y'all Think???
  234. Wells Fargo fined for variable annuity actions
  235. Stop me before I do something stupid
  236. Stupid questions about capital gains
  237. Available graphs, info on brokerages
  238. Firecalc, is it possible
  239. How to move from Merrill Lynch to Fidelity
  240. Inheriting a Mortgage
  241. FINRA Financial Literacy Quiz
  242. Banks put lower limits on new credit cards
  243. Those with no kids & no relatives to leave money, is your withdrawal rate still 4%?
  244. Best way to sell car?
  245. Is Fidelity Blue Chip Growth a good buy and hold?
  246. What is one everyday thing you think is THRIFTY, but your friends/family think is CHE
  247. Auto insurance with less mileage and 15% discount
  248. Constant % Of Y/E Portfolio Balance
  249. will this trigger cap. gain
  250. CARES Act Retirement Plan Distribution - Need Accountant input