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  1. Second Payment for 2020 Est tax?
  2. Time to buy? What are you buying?
  3. Roth Conversions : No Limit on amount?
  4. Is living off of dividends an illusion?
  5. Social Security retirement benefit check arrival date
  6. Does this sound correct?
  7. Draw Down HELOC?
  8. Help with the math of this market downturn
  9. Spousal Social Security
  10. Where's bottom .. any humorous popular quotes to share?
  11. New thoughts on SS at FRA vs 70?
  12. Share Buybacks
  13. Need a little hand holding
  14. Major Purchase Now?
  15. Question about Stable Value Funds
  16. 100% stocks? Why?
  17. For the people that are here in seriousness
  18. State Refund Taxation Question
  19. Vanguard California Intermediate-Term Tax-Exempt Fund Admiral Shares (VCADX) anyone ?
  20. Bond funds
  21. A long term DJIA growth rate thought experiment?
  22. another 55 rule question
  23. Class of 2010
  24. A retrospective apology from me to millions of people out there
  25. Wash sale questions -- "moving" stocks from one account to another
  26. A Senior Bail Out?
  27. Money Market & CD safety
  28. Catching a falling knife or Rebalancing?
  29. Dow Futures -1041 after Fed cut to zero .. 0 rate priced in
  30. Fed cuts interest rates to Zero
  31. Withdraw from IRA when building a home?
  32. Roth IRA conversion with underwater assets?
  33. Understanding Intermediate Treasuries
  34. “Only when the tide goes out do you discover who’s been swimming naked.” - Warren Bu
  35. Tax Loss Harvesting
  36. Deploying Cash
  37. When does AA = Greater Fool Theory?
  38. Roth allocation
  39. Umbrella Policy for Rental Home or in General..Needed?
  40. Friday the 13th DOW shenanigans
  41. Down 13.7%, Cash & CD's - 4 yrs
  42. market advice for elderly parents
  43. Buying Flights - What if airline goes BK?
  44. Tell me about Roth conversions in this bear market
  45. Inherited IRA for a child
  46. Why Are You Worried If FIRECALC Says 100% Success
  47. What is happening with HY Muni Bonds today? Tracking down 14%
  48. TLH within 30 days in this market
  49. Retiring in a bear or Recession Market
  50. Personal Capital Income Accuracy & Mortgage Advice
  51. The Bear Finally Came Out of Hibernation
  52. Question on living expense withdrawals
  53. House sale money, use it again in 2-3 years?
  54. Any reason to keep an IRA account open?
  55. Tax Question: Annualized Income
  56. mom considering buying a condo. sister will rent. mortgage or no ?
  57. Does Anyone Else Wish We Would Enter a Bear Market?
  58. re-think end date due to market ??
  59. Question about how much dividends fall during recesssions
  60. Trying to play it safe
  61. retiring - please hold my hand...
  62. RMD Now Or Later in Year?
  63. Make It Stop!!!!!
  64. Monday 3-9-2020 will be interesting...
  65. step up basis
  66. A Decent Video for Roth Conversion Fence Sitters
  67. ira rollover
  68. Whole life questions - double check my understanding
  69. 529's and Student Loans
  70. rebalance bands
  71. When Rates Head Towards Zero
  72. Social security question
  73. My Previous Employer Asked Me If I Would do Contract W*rk for Them; Should I?
  74. To mortgage or not to mortgage?
  75. rental property
  76. I’m getting a mortgage
  77. Emotional Support for Recent Early Retirees
  78. Thoughts about selling my rental and buying reits?
  79. IRA Rollover Question
  80. Managing Sinking Funds
  81. Can I Avoid Capital Gains on Sale of Second Home?
  82. New SS newsletter
  83. Now a Good Time to do Roth Conversion?
  84. Capital One credit card alerts stopped
  85. Rolling a 401k into an IRA questions
  86. Inherited IRA Distributions
  87. Does rebalancing daily yield the same outcome as rebalancing yearly?
  88. Biggest Single Day Gain for DJIA!
  89. Have You Bought Equities In Withdraw Phase
  90. Might be Time to Refinance
  91. Credit Card Signature
  92. How much do you invest when the market is down?
  93. Covid-19 and healthcare workers (over 50)
  94. Pet Meds—lowest cost Revolution?
  95. Nervous, want to keep 2020 retirement plan. I am not objective, please comment?
  96. Better off after February!
  97. Vanguard is going downhill
  98. Social Security Earnings Record
  99. NUA guidance... Fidelity Investment Center?
  100. Can I be excluded from a voluntary early retirement plan?
  101. Roth Conversion - not worth it?
  102. Did I miss the "whee"???
  103. Started nibblin
  104. More Roth conversion questions...
  105. Apple Pay - Finally
  106. Roth conversions in down market or up market?
  107. Bond fund question that I'll ask my accountant, too
  108. Advisor Suggested Annuities?
  109. Institute for Supply Management/ISM
  110. When Do You File Your Tax Return? (Trivia)
  111. Timely Tax Loss Harvesting Question
  112. This time is different!!
  113. Retired with only 300K in ML/ split 60/40
  114. Hard for a single to live on 40K + SS?
  115. Borrowing from IRA
  116. Spending down and taxes
  117. Where Do You Get Cash? I’m confused...
  118. Accidental Market Timing
  119. A Tale of Two Puzzles
  120. Moved money from stocks to guaranteed today.....good idea?
  121. Credit Card canceled for non-use
  122. Anyone has Allianz 222?
  123. Heloc
  124. SS Survivor Benefit for Non-US Citizen, Lives Abroad
  125. COVID-19 -based going to cash jitters?
  126. what software for tracking spending and income throughout the year?
  127. Pralana Retirement Calculator
  128. More Expensive Home Purchase After FIRE
  129. Too late to start Roth Conversions?
  130. Capital gains on sale of 2nd home
  131. Take loan to avoid tax hit? And meaning of FIRECALC Ending Portfolio
  132. Final Return for deceased
  133. Roth Conversions... When to stop?
  134. Ensuring a proper Estate dissolution
  135. Quicken Mobile or No Mobile?
  136. NonGovt 457B or Taxable
  137. Money for the Rest of Us Spreadsheet
  138. 1040 Tax Question
  139. Safer ROTH alternative for market downturn?
  140. Anyone Invest in Dimensional Funds?
  141. Tax question and using quicken
  142. IRMAA, tIRA, limits & rules questions
  143. Qualifying for an ACA subsidy
  144. IRS Form 8606 - need help please
  145. Strategies for Spare Credit Card
  146. Am I the only one who doesn't fret about taxes too much?
  147. It's worth a try
  148. Vanguard Digital Advisor
  149. FA After One Year - 2019 Update
  150. investments for retiree
  151. Roll UTMA to Roth ?
  152. Inherited IRA/Roth Conversion
  153. Social Security Survivor's Benefits
  154. Accuracy of Social Security Estimates?
  155. Sequence Risk
  156. Still Waiting for my annual IRS Identity PIN
  157. Ask for cash back from Amazon card
  158. My first bad experience at Fidelity
  159. Excess Roth contribution question
  160. Annual Roth Conversions All at Once Early? Late? 4 Equal Pymts?
  161. My Own Retirement Calculator
  162. Max 401k before I go or not
  163. Another Roth conversation question
  164. 2019 Citibank Bonus 1099 Dilemma ?
  165. 61 with 1.9m. can i still go moderate allocation?
  166. Helping My Daughter with her Retirement Account
  167. Health Insurance Premiums in LLC
  168. HRBlock filing error
  169. Is there a law regarding when 1099's are due?
  170. zero personal income tax in FIRE
  171. Selling house - where to keep the cash?
  172. $764,000,000,000...Will you get your cut this year?
  173. Roth backdoor: can I roll after tax $ and earning separately?
  174. Getting my buckets in order
  175. Settling an Estate
  176. Vanguard
  177. What percentage of your wealth is in a safe fund such as bonds or cash?
  178. iORP and Roth Conversion questions
  179. ROTH conversion in Turbo Tax
  180. Anyone consider getting a mortgage in retirement?
  181. Kids moving out impact on FIRE spending
  182. Proposed New Retirement Product from Fidelity
  183. Are some of you at the minimum asset allocation and are you at comfortable with that?
  184. When will Form 8606 be available?
  185. So you get 100% in Firecalc .. but are you comfy with your lowest minimum balance ?
  186. Fired before I'm FIRE ...
  187. Mid 50's or younger... are you counting on Social Security?
  188. Prop 60 CA - sale of primary residence
  189. Buying House - Cash or Mortgage - What Would You Do?
  190. Asset allocation after the sale of a business
  191. Pension-Lump sum, COLA/Non-COLA annuity
  192. Weird dilemma
  193. Self Employment and Social Security Benefits
  194. What a mess with unreported income
  195. Link to bucket method for withdrawing income at 59 1/2.
  196. Deferred Sales Trust - Anyone w/ personal experience?
  197. Wellington & Wellesley...
  198. Should I buy a new house?
  199. Question for Chase Private Clients
  200. Roth Conversion Taxes - Perspective (I Needed)
  201. CAPE10: Observations and Graphs
  202. Unexpected changes in post-retirement expenses
  203. Depositing checks online WITHOUT phone apps
  204. Zero percent card deals?
  205. Am I missing/overlooking something ?
  206. Now that we're retired, what forum do we graduate to?
  207. $200K/ yr income, 58 yrs old and no retirement savings
  208. With 5 years left, where to put contributions?
  209. Recharacterizing a ROTH IRA
  210. Tax Software
  211. Tax Question...1099 R
  212. Nice drop of 15% Vanguard Vanguard Target Retirement Income Fund
  213. FIRE in 2029!
  214. Review my SS numbers?
  215. Tax Penalty in 2021?
  216. TurboTax Form 8995
  217. Help with Property Tax Appeal
  218. Dimensional Fund Advisors (DFA) - Any Opinions Good or Bad?
  219. What would you do? Yes ANOTHER SS When to Take Question
  220. Are variable annuities ever a good idea..
  221. First year w/o itemizing for taxes since 1985
  222. U2F Security Key and Vanguard
  223. Tuition/529 tax planning
  224. Coronavirus - Financial impact
  225. The old Social Security break even dilemma
  226. Investing Windfall into Market
  227. Not as bad as I thought.....
  228. Best way of Using Home Equity for Retirement?
  229. Got a call from my FA, good news or bad?
  230. IRA Withdraw in 2020 for 2019?
  231. Should I go against the math and pay off the mortgage early?
  232. recommended money market fun?
  233. Vanguard communication frustrating
  234. Age Based Asset Allocation for Early Retirees?
  235. More misleading mainstream media malarky
  236. If you haven't already, you need to Download the NEW 2020 SS Calculator
  237. feeling like a roth is a waste now
  238. 100K in Cash - Merrill Advisor Yelling At Me to Invest
  239. Fidelity Offers Fractional Trading of Stocks/ETFs
  240. Is it time to cut back on pre-tax savings?
  241. Rental Property and Taxes Question
  242. Fidelity Full View down with Safari?
  243. Under the secure act, do you have to take >
  244. Asset Allocation Changes - Which Bond Funds
  245. Estimating Retirement expenses and taxes?
  246. Solo 401K In Plan Conversion to ROTH 1099?
  247. Clunky system at Oakmark
  248. ROTH timing question
  249. Wisdom of lump-sum distribution of 457 plan and IRAs?
  250. Poll:What % of your retirement stash is Taxable vs IRA, tIRA, 401k or Equivalents?