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- Umbrella premium tripled!
- Buy a home with cash?
- Roth Conversion Withdrawal Sequence
- Electronic Filing Taxes Question
- TurboTax and Recovery Rebate Credit
- Do I need to switch banks?
- delayed retirement credits
- What is "Stable Value" fund in 401k ?
- Poll: How Big Are Your Annual Roth Conversions?
- Annuitize or Not? I say not necessarily
- Annuity Dilemma
- First Tax Return Since Retiring--OUCH!
- Roth 401k to Roth IRA question
- Inherited IRA
- Traditional IRA withdrawal
- Anyone's tax software correctly dealing with ACA tax credits yet?
- Tilting VTSAX or KISS and what about Bonds now?
- Renting in retirement
- Vanguard quarterly dividends
- "Rule of 55" with a caveat
- Stock market fears over the past 10 years
- PSA: Deferred comp payout election
- How to use Tax-Loss Harvesting?
- How much do kids make coming out of college?
- Virginia Income Tax Problem
- Pay down Mortgage or Increase Taxable Account?
- How is your rental business? and for the coming future?
- Poll: When Did You/Are You Planning to Start Soc Sec?
- Preferred Securities
- Question About Yield
- EIP (Economic Impact Payment) IRS Return question
- Help Me Understand
- IRS plans to delay tax filing deadline
- If your tax refund is late, here is why
- Why in the World Would You Own Dollar Debt? - Ray Dalio
- Can I afford landscaping?
- Taxable account investing
- dealing with taxes on nestegg withdrawals?
- Trying to get aggressive asset allocations "right", need help
- 53 yrs old with $948,000
- Where to put more money to save on taxes now or in the future
- First World Problems - Giving it Away
- CNN "Fear & Greed Index"
- Stimulus 3 deposit already!
- Hacked twice in the last month
- Hiring a Financial Advisor
- Improvement in CD rates?
- American Rescue Plan how long before it is in the income tax software?
- Average Retirement Balance for 60s
- Selling a car - how to take payment?
- Buying my first Index Fund
- Income Tax and California Withholding on Real Estate Transactions
- Value Lean Needed?
- Increased investment income limit for earned income tax credit in stimulus bill
- What changes/sacrifices have you made so that you can have ER/FIRE?
- 401k Bond Fund Drag
- What is going on with Charles Schwab????
- Budgeting software vs my Excel spreadsheets?
- Pension v. lump sum: non-financial reasons?
- Would you file for unemployment?
- Please help me figure out how to buy a house
- Help a cross country traveler
- Timing the market in real estate
- should I buy a new car now
- 403B/401K plus a TSP at the same time?
- Possible legislation re: ACA cliff
- Should i convert to roth?
- FAFSA simplification technical question
- " SOC SEC FOR INS" US Treasury Check
- A little explanation, please!
- CitiGold Account Package Cash Bonus Offer
- SS question
- When does SS update your earnings record?
- SS benefit amount question...
- Rule of 55 Question
- Extra buffer for travel/fun advice?
- Withdrawal rate: Age /20
- cancelled SS and 2020 taxes
- Are You Worried About Your Bond Index Fund?
- House sold…now what?!
- Changes in Uhaul Experience
- Bonds won't fit in Tax Deferred Accounts
- Cap Gains Rate vs Effective Rate
- What to do if 1099 reports too much taxable earnings distributions?
- Alternatives to bonds
- Investing After FIRE
- Another TurboTax E-file Question
- How aggressive should one's Asset allocation be?
- Approaching FIRE date - How do I look?
- Basic Question Re: Spike In Rates on 10-Yr Treasuries
- Am I the sucker?
- What does this mean?
- Portion of your NW in real estate
- Seeking Advice - Leaving Wealth Manager/High Cost Funds/Capital Gains
- Recurring charge fraud on CapitalOne MasterCard
- Who's your broker?
- Fat Fire Question
- Roth 403b "rule of 55" question.
- Tax Refund vs Apply to this Year?
- Own or Rent When Approaching FIRE?
- Doing a bit of "legwork".
- ACA and capital gains?
- Cash out home mortgage to possibly invest?
- VDIGX or VQNPX? Looking for a Dividend Fund
- How has your retirement spending differed from your projections?
- Schwab as trustee, actual experience?
- 2020 Fed Tax Refund Received!
- How Much House Can You Afford?
- Turbo Tax - form 8606 question
- Turbo Tax Problems
- How much in cash at the time of retirement?
- Overthinking Asset Allocations ratios?
- What to keep in TIRA accounts?
- Social Security tool help
- your strategy for long term care
- FAT FIRE: How much to keep in Rollover account?
- House cost as % of net worth
- Zelle, Venmo, etc: separate bank account?
- 529 Investment vs Guarantee Reviews?
- Contribute untaxed wages to Roth IRA?
- Growth VS Income
- QCD to DAF?
- Please help: how to correctly re-allocate my messy Portfolio?
- basic rmd questions
- Individual 401K advice
- SERPs and taxes
- Turbo Tax E-Filing Question
- Investment advice
- Should I buy and turn current primary into rental?
- Tax question: refinance
- Roth Conversion Math & Rationale
- Why ROTH conversion is a bad idea for me.
- Credit report errors during pandemic
- Annual Schwab statement for DAF millions off
- Do I need a CPA?
- How much can I contribute to Roth IRA for 2020?
- Delay Tax filing? Stimulus check?
- Where to park 100K for 3 years
- Simple Math Question
- Let Mr. Market dictate whether we sell or not?
- IRS gives Texans a break in aftermath of winter storm
- Question regarding dependents, independents, tax credits and stimulus checks
- Spending less during COVID?
- AGI verification issue
- Favorite Tax Preparation Software?
- Norton LifeLock ID Navigator
- SSA estimate letter assumptions on when I retire?
- Time to play Can I Retire?
- Timing for using realized loss
- IRS Notice: 2019 1040SR Amt Due $25,656!!!
- opinions on my simple planning model
- Will stimulus lead to inflation? Shiller responds.
- Vacation Rental - to Buy or Not to Buy - that is the question
- Backdoor Roth Question
- Social security question
- Gifting to adult children
- Buying a non-Vanguard ETF/ Mutual Fund in Vanguard IRA?
- tax planning - soc sec - RMD - I Bonds
- Screwup with Roth Conversion Taxes! Help!
- Foreign Tax Credit
- Real-time quotes for spreadsheet or API?
- Advice wanted on Fed Tax situation
- Married filing separately
- Modeling HSA and DAF
- Comparing TurboTax Deluxe and H&R Block Deluxe
- Risk of Sitting on Large (Long Term) Cap Gains?
- Income tax sound right?
- HSA strategies?
- Vanguard would like to contact me??
- 2020 Tax: How to Report Muni Bond Income?
- Municipal bonds today
- No 1099- interest too small?
- Real ID and SS
- 10-Year Treasury Ladder
- Looking for a Vanguard Dividend Fund for long term into retirement
- TIPS in a Portfolio
- pension payment options
- tIRA to Roth Conversions
- Help with tax planning error
- 3.5% APY on US-backed 20-year bonds?
- Roth Conversion and The Pro Rata Rule
- Larry King NW surprise
- eFile acceptance - IRS bogged down...
- Screen Scraping Functions 2021
- Getting stimulus $....on the backend
- Traditional IRAs and RMD advice
- Medical Tax Deduction and HSA reimbursement: looking for a mathematical example
- Finding my Roth Conversion Number and Taxes
- How much does it take to have a normal middle class lifestyle.
- Family friend tax consultant gift
- SS, pension offset, taxes and timing
- How much reserve should I plan for @ 71?
- anyway to auto invest in Fidelity
- When are 2022/2020 IRMAA tables published?
- 5 yr rule Roth conversions
- Value vs Growth outlook & Portfolio
- PSA: Just found out OH taxes LTCG as ordinary income
- Another Roth conversion question (spread over multiple years?)
- Questions about inheriting IRAs
- I Bonds vs TIPS
- Figuring out which accounts to draw from when
- Really basic ? about the 4% rule
- TIPS/Bonds and Cash
- DQOTD: IRMAA x 2 for Couples?
- Question on best Roth conversion strategy
- Any advantages of participating in 415 Plan limit
- When do you feel comfortable declaring you've hit your number?
- Calculating "the number". Taxable vs non-Taxable
- Monster Roth Conversions - How big to go and for how long?
- Computed value of military retirement and health care
- beware of scams
- Any reason NOT to convert the remainder of my IRA to a Roth?
- On the other hand, giving does bring happiness
- Adding umbrella insurance cost me $6,720 of play money
- 3 Bucket Strategy
- Balancing income tax and estate tax?
- My 1099-Misc Contains Taxable and Nontaxable Income, How to Handle?
- Money does buy happiness!
- Retirement Planning Strategy: Real Estate Question
- timing SS start
- Investing in Retirement
- Lifestyle timing or market timing?
- New retirement model that I love
- PSA: Read your 401k Summary Plan Document (rule of 55)
- Stimulus Tax Credit??
- Free App to use as Widget on Iphone for Countdown to Retirement
- New RMD tables published
- 100 Year Olds in New Mexico - No Income Taxes!
- tech engineer compensation
- How to Spend your Money for Maximum Happiness...
- Well said by Mark Cuban
- Pay off mortgage in my situation?
- Factoring
- Annuity Question
- Auto Loan Payoff vs. Savings Interest Rate
- Unemployment fraud at tax time
- Anyone else obsessed with FIRECalc?
- American Equity Investment Life Insurance Company
- Pro-rata rule for withdrawing tax-free roth dollars from Traditional IRA
- To Business Owners: What Is Your Retirement Experience?
- RMSA at old employer. What to do?
- Basis change with death of spouse?
- Roth rollovers - how often and when strategy?
- RMD and a SS Question
- Non-Qualified Variable Annuity Tax Implications
- How much do you pay in income taxes(State and Federal) each year?
- I want to spend as much as possible from 55-70
- SS Estimate
- Poor
- Worst luck with used cars - advice please
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