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  1. Investments for Coworker
  2. Not stopping once FI goal is reached - Kitces & Carl Ep. 66
  3. 403B question
  4. Tax Nightmare
  5. Would expect more from Personal Capital
  6. Can this Grandma find better ACA coverage for daughter's family?
  7. Selling rental, what taxes to expect
  8. Pulling previously taxed dividends from CD
  9. Cashed out Sonís 529
  10. Nest Egg Management
  11. ACA Cliff 2021 Question
  12. Refocusing the forum
  13. Just curious - is it hard to buy a house for cash?
  14. Settled the sale of my late cousin's house
  15. How much can we realistically spend for a long time?
  16. IRMAA charge on one spouse?
  17. Good article on Roth withdrawals/tax treatment
  18. Roth IRA Conversion Clarifcation
  19. Retire and take another job
  20. Can retirees contribute to 529 plans?
  21. T. Rowe Price Management Changes
  22. Negative Compounding Exercise
  23. Lucky with SRR
  24. SS AWI estimate for 2020.
  25. question on mutual fund basis
  26. Having money to help the kids
  27. Life Insurance with LTC rider
  28. Employee Benefit Research Instituteís Retirement Profile Study
  29. 10% employee discount on HCA stock
  30. Do i need to retire before January to get COLA
  31. Please check my numbers - ROTH IRA conversion nearly tax-free!
  32. How should I invest my PT Retirement Paycheck?
  33. Good BBC video on FIRE
  34. proving "income" for rent?
  35. Semi-Retiring in <6 Months from Military..Thoughts?
  36. Staying Motivated For the Last Few Years Before Retirement
  37. Can I suspend my Social Security?
  38. Do I worry too much? Honest thoughts appreciated.
  39. Should I withdraw from my taxable account to fund my Roth IRA?
  40. What Stocks Should I Avoid in a Roth
  41. Private Equity Real Estate - Elevation Capital and others
  42. SWR
  43. Mutual Funds and Taxes
  44. Dividends question
  45. ACA! Do I understand this correctly?
  46. Mint app reviews
  47. Selling a trades business...
  48. very odd thing
  49. pulling the trigger for two
  50. Being Thankful
  51. Anyone try out the new BH Retiree Portfolio Model beta?
  52. Anyone attend wealth manager free education events?
  53. Almost free cash
  54. Walmart paying 100% of college costs for its workers
  55. Embarrassing question
  56. Need Help for a long time friend with spending issues.
  57. Investment options for nomads
  58. What is going on with Morningstar?
  59. Nest Egg Care by Tom Canfield
  60. TSP Estimation
  61. Self Insuring Question
  62. Review and FIRE readiness thoughts
  63. Was just curious what you as a parent would do in this situation
  64. Way too much of NW in employer stock
  65. Roth conversion?
  66. Charles Ellis article
  67. We have a buyer for our FSBO?
  68. Login problems with multiple banks
  69. We tried to live within a budget, but we can't
  70. SS Projections: COLA adjusted?
  71. Another calcuation - How much you need to Retire in Each State
  72. Saving Acct, CD or I-Bond?!?
  73. Contemplating dropping to part time
  74. Non-Spouse Inherited 401(k) and IRA Withdrawal Requirements
  75. Online Tax Calculator for Non-Grantor, Complex Trusts?
  76. Learning to Live with Maggie (MAGI)
  77. Taxes Due When Cashing in Life Insurance?
  78. Concerns About Inflation?
  79. Anyone Regret doing a Roth Rollover ?
  80. First Time Home Buyer (post-inspection)
  81. Any 3%ers out there?
  82. Suggestions for too much cash in IRA?
  83. How do I get Inherited IRA RMD?
  84. Flat spending rate
  85. Need help including pension into retirement calculator
  86. Firecalc vs reality
  87. Benefits of Roth Conversions vs Medicare Premium Surcharge
  88. Refinancing Scams - Buyer Beware
  89. Tax planning spreadsheet
  90. Has anyone sold their primary residence that was originally their second home?
  91. Inflation could prompt largest Social Security cost-of-living adjustment in decades.
  92. 4% SWR for how long?
  93. Making an asset list for fading loved one
  94. B&M location question
  95. Roth conversion study surprised result
  96. UTMA asset reallocation ?
  97. Insurance Mistake
  98. Weird Question... How often do you count your money/assets?
  99. Can I retire early before age 60?
  100. Logical and Personal Quandary
  101. Anyone ever 'want more'?
  102. Lever up home or tap Roth equity?
  103. And I Fired Five Years Early ...
  104. Need help selling ?
  105. What questions to ask realtor selling our house?
  106. We've hit our number, problem is the budget doesn't fit in it
  107. paying for 2nd home
  108. Using a Heloc as a downpayment on a new home
  109. Pulling the Trigger is Tough!
  110. Real estate question
  111. SS - spousal benefits for older spouse
  112. Is a pension really FI?
  113. Tracking Net Worth and Compound Interest Calculating
  114. How one early retiree dealt with inflation
  115. Anyone here retiring with 1.5 - 2M, renting, and a LONG retirement?
  116. Recovering a Retirement Benefit after multiple company sales.
  117. Critique My Personal Crash Plan
  118. Real Estate - Ridiculous Appreciation
  119. Help! The IRS is at my door. How can I find the cost basis for TIPS that matured?
  120. DH concerned about taxes...what to do...
  121. Spouse benefit while you're both living?
  122. Personal finance ignorance among the otherwise intelligent
  123. More discussion on GARCH models please - portfolio modeling
  124. Do you think 2023 is 1929, 1966, 2000, etc?
  125. Cash windfall just before retirement
  126. Do you draw from your Traditional 401(k)/IRA or from your Roth 401(k)/Roth IRA first?
  127. The Richest 1% by Country - US seems to be wrong
  128. Windfall and Withdrawals.
  129. My Lessons Learned and why everyone should build a custom model with Excel
  130. Pensions and the 4% rule
  131. Why Would I NOT Invest After-Tax Dollars in a Roth IRA
  132. What's Going on with the Real Estate Market?
  133. Yet another budget check
  134. Yet another Roth question
  135. Simplifying income streams and auto payment processes?
  136. Does renting a car require unfreezing of credit if my credit file is frozen?
  137. Vanguard Personal Advisor Services
  138. Overpayment letter
  139. DWís 401k change
  140. Pay off the mortgage or set it and forget it, what would you do?
  141. Dave Ramsey approach
  142. Stable Value vs bond funds vs I-Bonds
  143. Fidelity Bill Pay ebill question
  144. Our ROTH choice dilemma
  145. Looking at Vanguard funds for an inheritance, hmmm
  146. My current plan and two alternatives that might be better
  147. Pension Choice to Make
  148. CT retirement income now tax friendly!
  149. Automate bill payment? Pros/Cons?
  150. Partial Roth Conversion?
  151. When and for Whom are Roth Conversions Most Beneficial? A New Set of Guidelines...
  152. Alternative to Roth Conversions?
  153. Vacation Rental Investing
  154. Roth Conversion 5 - Year Rule
  155. Start building I-Bonds reserve?
  156. shopping for auto insurance
  157. Lump sum or DCA investment for inheritance?
  158. "Tax Bucket" question
  159. Can I Retire? - Round 2
  160. Did you go heavier on cash at start of withdrawals?
  161. New Union contract
  162. ILITs and 2nd to Die Variable Universal Life Insurance
  163. Experiences with Home Buying Services/Investors
  164. New Home Prepayment Option
  165. Vanguard Wellesley
  166. Drawdown order for different types of accounts
  167. Firecalc question
  168. Stepson wanting advice on starting investing
  169. Local Bank Branch Closing - Options?
  170. Start Social Security to buy a new car or cash in equities
  171. Would you Retire if you weren't sure you could afford to?
  172. Morningstar: Hidden Assumptions of Financial Calculators
  173. Vanguard Customer Service?
  174. Help choosing Fidelity Indexes. Balanced Index?
  175. Roth Conversions even if you don't have the money to pay the taxes?
  176. How do I figure taxes on sale of inherited home
  177. How do I reach minimum income for ACA subsidy?
  178. It's not immediately obvious to me
  179. Type of 401k vs IRA to keep investing now?
  180. Simple 0% Fed income tax question
  181. My Quicken Subscription Just Expired, - Could not be happier with ....
  182. Bank of America & settling an estate
  183. Any Retirees in New Hampshire or New England Area?
  184. 457 Roth or traditional + Brokerage
  185. Asset based mortgage
  186. Spousal SS Question - (Sorry, Yes, Another)
  187. SS increase of 3.7%?
  188. Another Social Security Question
  189. Somewhat obscure question about Roth conversion strategy
  190. Social Security increase for 2022 first out look 5.3%
  191. What tax bracket should I stop doing Roth Conversions
  192. The 13 Characteristics of a Good Investor
  193. SS Strategy
  194. The Dangers of Cash
  195. Searching for an online spending spreadsheet
  196. Retirement Savings Contribution Credit and pension
  197. Tax consideration for IRA withdral
  198. Social Security Decision Tree
  199. Trad 401k to Roth IRA Rollover (Conversion?)
  200. "Back-dated entries will not be factored in."
  201. Clark Howard interviews Jonathan Clements
  202. Anyone getting a different style Social Security Statement?
  203. 10 Charts About Retirement Every Retiree Should See (2020)
  204. After 5 Years sailing the seas Wife says we need to buy a house again
  205. TIPS: Actual bonds vs. ETF or fund?
  206. Playing with OpenSocialSecurity benefits optimizer
  207. Does SS benefits "estimator" allow me to enter data?
  208. Inherited IRA/10 year rule/withdrawal strategy
  209. Billionaires donít pay taxes?
  210. 401k or Roth/401k ?
  211. Investing clarifications
  212. What Tax Filing Software to use for Roth Conversion Estimates?
  213. Guest Accommodations
  214. Fee for cash buyers???
  215. Insurance to cover first-to-die spouse's SS payments?
  216. 401(k) Consolidation and Rollover Complete
  217. Edward Jones FA had me in the following funds in my 401k. I need advice.
  218. Finally getting my federal tax return, but...
  219. Amended tax return question
  220. Very bullish forecast
  221. Giving While Living?
  222. When should I sell my shares from my ESPP?
  223. Tip construction workers?
  224. Die With Zero - Book
  225. ACA healthcare and income question
  226. Requesting Feedback on Our Plan
  227. Are all Annuities BAD?
  228. The Current Annuity Factor & Dangers of the 4% "Rule"
  229. When do I use my HSA Money
  230. What's the most tax efficient way of handling ROTH Conversions?
  231. Portfolio Visualizer
  232. Switching from SS Survivor to Personal benefits
  233. Your Father's Stock Market is Never Coming Back
  234. Withdraw Rate effect on Portfolio Performance
  235. Deferred Compensation -- how to use it to RE sooner
  236. Planning for 2023
  237. Stock Cost Basis
  238. Total Return Withdrawal Decision
  239. Ally eliminating overdraft fees
  240. Non-IRA ETF Consolidation Question
  241. 2nd home/cabin etc. How'd you decide to pull the trigger?
  242. Series I Bonds, Individual and Trust
  243. Change in Plans...age 57..
  244. dropping fee based credit card. Question...
  245. Basic Retirement Question
  246. Jewelry Insurance
  247. Fidelity Retirement Planner & State of Residence
  248. cd rates available
  249. SORR and Spending Now
  250. How Are Life Insurance With LTCI Rider Sold?