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- Safe Harbor tax payment question
- Vanguard 1099R form not on their website...
- Where to hide cash from the inflation?
- NFL Linebacker Talks $$$
- Rate by which to increase IRMAA premiums?
- Can someone help me understand these SSA estimates?
- Social Security - How much at age 70?
- Roth conversion confusion
- SS cola
- Reinvest Dividends and Capital Gains?
- An unexpected 1099 just dropped in
- Inflation
- Learning about 1099-R Form
- Turbo Tax computing wrong ACA subsidies.
- To sell house or not?
- Pension plan terminated
- IRS safe harbor after large capital gain
- 1099-R confusion.
- 529 Withdrawal and Stafford loan for Medical School
- Simple 401K rollover runaround
- Safe Harbor and then retirement
- Documenting gift tax exclusions
- 45 and FIREcalc gives 78% success
- Poll: What is your definition of wealthy as defined by Annual Withdrawal Rate?
- Can a Refund be taken on your taxes ?
- Best way to mail a printed Stock Certificate
- Financial Advisor obtaining a PPP Loan
- 57 point credit score drop - yikes!
- Where to place REIT in asset allocation?
- Help on 1099R box 7 code?
- IRS Taxpayer Advocate Interaction
- How To Calculate SS Correctly
- One Pension: 2 1099-R’s ?
- Amazon Prime price increase to $139/yr
- Pension W2 and 1099-R
- Beware Quicken !!
- Early retirement is bad ...
- CCRC fees paid with tIRA Assets
- First Year Roth Conversion & 401K Contribution... Does it Make any Sense?
- vanguard 1099
- HSA - how much ?
- Bridgewater: “Bonds are a terrible place to be.”
- Where and how do the super wealthy invest?
- First pension check has hit my account!
- Where do you actually get your money in retirement?
- Draw from HSA rather than Roth?
- DQOTD: Vanguard Consolidated Tax Info?
- Look for new job or ride it out
- Transitioning to Full Retirement - What's the Right Cash Position?
- Big Lump Sum and AA
- Federal Estate Tax
- Retirement home purchase
- Not enough Roth
- Zero exemptions still not enough!
- Is Penfed offering a discount for Turbotax this year?
- Has Tom Brady signed up here yet ?
- Cashing EE Savings Bonds and 1099-INT Form
- HSA Administrators Calling it Quits on March
- Costco Tire - Hard to do business with?
- The dynamics of bond duration and rising rates
- A Retiree's Portfolio Review,
- 2021 IRA contributions
- T-Mobile Money SAVINGS acct paying 1%
- Thrift Savings Plan Investors
- Just filed my Federal tax return
- Funding HSA in retirement
- Did anybody else buy today?
- Daughter wants to buy a house
- Cyber protection
- IRA Contributions for 2021
- Vanguard Target Funds - Large Cap Gains Distribution?
- CPA questions (Trust related content)
- VG Predictions for 2022
- Direct Indexing
- Interesting Asset Allocation Calculator
- Donor-Advised Fund/Vanguard and Fidelity Charitable
- We Can’t Afford Our Home Anymore!
- Sometimes it is hard to do nothing!!
- Rebalancing within an IRA
- Replacing PFORX
- 2 Years From FIRE Add Bonds?
- Questions about RMD and SS Deductions
- Are We In or Entering Stagflation?
- Crash Proof Retirement - What do they sell exactly?
- Trying to retire, but can’t.
- Fisher junk mail
- Selling gold and other jewelry
- Do I need to be talked off the RE ledge?
- Determing Deductible vs Non-Deductible For Inherited IRA
- IRS lost my tax return
- Market Volatility
- Boy did I ever pick a great month to retire! #StockMarketDrop
- 1 oz gold Buffalo proofs
- I wish I knew before (or after) I retired???
- SMH - huge surprise capital gains in taxable
- taxable account and reinvestment vs. distribute
- Applying for multiple bank / credit union new a/c "bonuses" and impact on credit
- Turbo Tax QCD bug
- Expats living abroad, who maintain a Virtual USA Mailbox. - Questions
- When and how to take RMD
- Quick RMD Reporting Question
- Vanguard Web Page, old or new?
- Multiple ACA policies and a subsidy
- sell bond fund buy Utilities fund.
- Credit card payment delay promos and your credit score
- First Roth distribution
- Dying With a Huge Mortgage
- Bond fund question
- Can someone explain time sharing?
- Taxes on Social Security
- Bank messing with my mortgage
- Minimizing the "Skim" -- the Key to Retiring Early
- Account access if we become disabled
- DWs SS went up $68pm - Her Healthcare went up $184!
- New beneficiary for excess 529 money
- Advising teenage daughter
- The Ratcheting Safe Withdrawal Rate – A More Dominant Version Of The 4% Rule?
- Exit sign?
- Google Finance lost track of SWAGX
- 2022 Investment Performance Thread
- Excellent William Bernstein post
- Too Late for Roth….?
- Best walk off the job story
- Should I Delay DROP?
- How long would you wait to contact the IRS in this scenario
- FIREd like a boss! I walked out the door and didn't tell anyone!
- Tax Burden in Retirement - Anything Better Than SmartAsset Calculators?
- Plug is Pulled
- Virtual mail box for expats
- Beating Index SP500
- So I made too much to contribute to my Roth
- Income Tax Refund -> I Bonds
- I need a (new) retirement plan?!
- Questioning the 4% plan in retirement
- DQOTD: Roth Conversion 5-Year Rules???
- Capital Gains - Mechanics of Selling By Tax Lots?
- 2022 Mergers and Acquisitions
- Q: Cash needed in a Target Retirement Portfolio?
- Forums / websites like this one for planning a remodel
- Parents in mid 80s and no will/trust. What to do?
- HR Block software - 2 states
- 55 this year. Any Financial changes?
- 529 investment choices
- M1 Finance opinions/experiences?
- Wellesley Stock allocation
- It's (mentally) hard to sell my investments
- AnyPIA question - PIA Amount shown
- Extended i-Orp help needed
- Is an all-in-one fund a substitute for having a cash reserve?
- Do you carry Medical payments coverage on your car insurance?
- Do you always take the dividend if it is less than your yearly spending when retired?
- What do you spend on income taxes and health care combined?
- Non-Qualified Variable Annuities Distribution Options
- Vanguard tax forms ready
- PIMIX - Bond position / allocation
- Capital Gains question
- 2022 first full year of retirement: tax gain harvest, Roth conversion, etc...
- Using Tax Calculators for Planned Roth Conversions
- PSA: Planning for Infrequent (Major) Expenses
- Credit Card Rewards for CY21
- TAX EXEMPT BOND FUNDS ? A Question
- Annuity vs. Lump Sum - How to decide?
- Anyone familiar W/Decoding the SSA.GOV "ANYPIA" App to see one's Future SS Payment?
- Advice for 26 year old/rollover of 401K
- 0% LT Capital Gain vs 12% Roth Conversion
- Updating Social Security Benefits
- How Much is Enough to Self Insure for LTC?
- Social Security Calculator for ER?
- Secured loan / investment in home for family member ?
- Bankrate Awards
- Retirement Calculators
- What would you do with this $?
- How Much Should You Pay for Professional Advice? excellent Mike Piper post
- Investment advice for a new granddad?
- How much would you Roth convert?
- Mechanics of Fidelity IRA Withdrawal
- Bond allocation @ 41 yrs old
- What ETF do you have and will keep for the forseeable future?
- Tips? My first estimated tax payment
- Any other "Car Guys" planning for FIRE?
- Age 55 and two small pensions -- what would you do?
- good firecalc %
- VERY conservative asset allocation
- Best CD, MM Rates & Bank Special Deals Thread 2022 - Please post updates here
- Homeowner Insurance and replacement cost estimate
- Mega Backdoor roth via my own business Vanguard 401k
- Your 2022 S&P Prediction
- FIRE in 4-6 years; what do you wish you'd done at this stage
- SIPC Insurance on each $500,000 balance?
- SP500 decades chart, 1920's to now
- Time for Vanguard?
- Basic RMD question
- Estimating future federal income taxes
- Does tax-deferred $$ make sense for us?
- Best auto insurance carrier?
- Will Vanguard Ever Start Managed ETFs?
- Wisdom of doing roth conversions !
- Closed fund rollover from 401k to IRA, in-kind
- Sold Stock - Taxable Investment Suggestions?
- New federal retiree transfer TSP balance question
- Ibond Journey
- Best resource to ease someone in to tracking / reducing expenses?
- Should I use a 529?
- 529 funds for teacher certification test?
- Quicken Deluxe 40% off with coupon Amazon
- Take non-COLA pension now since the money will be devalued by inflation?
- Vanguard pushing me to brokerage account
- Can you contribute to HSA when retired ?
- Final Year End Roth Conversion
- Resources you use to Educate on Money and Markets in retirement
- 60/40 balanced fund/what to do for asset management issues
- CA Taxes on people with terminal diagnosis
- Pulling money from Roth pre 59.5
- Changed RMD Tables for 2022
- Realistic budget for travel and health in retirement?
- Vanguard 60/40 Balanced fund
- 401K question about investment selection
- How Much Time
- Trigger point for trusts?
- For Those Who Want To Increase Spending, On What?
- Treasury Direct Conversion Account
- sigh ... 2020 tax refund in 2022
- Contactless Credit cards - safe
- Worthwhile article and thread on "The Most Efficient Portfolios"
- Where to hold cash at Vanguard
- Mental Gymnastics to Make Sure You are Spending Enough
- Mindset vs Tax Bracket
- Converting Vanguard Funds to ETFs at another broker
- Social Security Benefits Questions
- ITOT ETF paying non-qualified or qualified dividends?
- Help Me Understand What is Going on with TRBCX?
- amended tax return
- Big glitch in 2021 HR B software until it updates, check others
- tax impact of paying down student loans?
- SLAT or GRAT
- Online only Banks & I-bonds - Ally Bank
- Cash out rentals to invest in the markets ?
- Inheritance/will question
- 2 years retired now, some concerns perhaps/perhaps not?
- Where to get cash
- ACA penalty for overestimating income?
- TIPS in an IRA
- Retirees aren’t spending enough of their nest eggs - Interesting Barton’s article
- How Will Inflation Affect Your 2022 Planned Spend?
- Question about gifting strategy
- Offer to Change Credit Cards - Why?
- Anybody want to share steps to choose what to sell?
- Time to Move Forward- Life Story
- Signing back of credit card?
- Second To Die Life Insurance Policy for Estate Planning
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