View Full Version : FIRE and Money
- Vanguard app update
- Those pesky Federal income taxes.
- Today's NYT : Why women are often better investors
- Anybody else 100% stocks, no bonds?
- Lost Wallet (Credit Card Auto Pays)
- advice on car purchase vs car loan
- IRS Refund confusion, anyone venture a guess?
- Roth or regular 401k for young kids in 22%-24% brakets
- Consolidation question?
- Handling discretionary expenses in RE
- Convert late in the game?
- Shifting to Part-Time - Advice on Structure
- 2021 Year-End Distributions
- Need A Lot of Help - Can and Should I Retire?
- Anyone FI because of privilige (Article)
- Pension with Survivor Benefit or Buy Life Insurance?
- Failure of Alternative Minimum Tax rules
- Would you/did you rollover 401k or let it stay?
- Living off of margin loans
- New T. Rowe Price "Summit Program"
- Schwab Solvency
- Income tax question, overpaid via W2 started C2C
- Need an ACA math and reality check
- Bonds in a two fund portfolio
- Looking for Apple help; some questions
- Trouble from 2019 Tax return
- 10 year breakeven inflation rate @ 2.64%
- Mortgage company recommendations
- PenFed just raised their CD rates
- Wrong Contribution Year for Roth IRA
- TSP withdrawal strategies/options
- Savings bond question
- Tax strategy for capital gains/ROTH conversions
- I found a Growth Mutual Fund that has beat its peers for 90% of the last 20 years- Wh
- Inherited IRA, 401k help !!!
- What type of return did you get from your 401K STABLE VALUE FUND in 2020 and 2021
- Fidelity Annuity
- RE 'bridge' to Medicare: how did you decide?
- Attitudes toward money
- Social Security Spousal Start - Have I Messed this Up?
- W2 income vs Investment Income/return - tipping point
- 60% Total Stock Fund and 40% Total Bond Fund or Balanced Mutual Fund?
- "Rule of 55" question
- Inheritance question
- Need confirmation: TIRA W/D, HSA, and ACA income
- Annuities
- Enjoying making charitable gifts from IRA
- Life insurance: take cash or continue coverage
- Medicare rate increase/makeup with high SS increase
- Obviously a naive question, what's the logic flaw?
- Help me think about lump sum vs pension
- VG financial advisor services value?
- 401(k) puzzles (former employee)
- Decision to start SEPP or 72(t) plan
- PSLDX during FIRE and/or ex-pat status
- What is this AA? How to include options?
- Forcing a smile while cringing
- Proposed: End of step up in basis, Disturbing addendum.
- Retirement withdrawal taxation in Hawaii
- Roth Conversions resulting in aggressive AA
- Denied for credit for lack of debt???
- Journalist request
- Rule of 55 planning
- Favorite Updated DIY/Passive Investment Books?
- More fees
- The Retirement Planning Guidebook - Wade Pfau's latest and best
- Single Payment Car Lease Surprise
- 2020 ACA Clawback
- Separately Managed Accounts and Alternatives
- Gifting to children
- Thoughts on Housing With FI in Focus
- Lifetime gift tax exemption
- Why is Vanguard pushing the Advisory service so hard?
- Odd ss payment
- Military retirement
- Your input on options for 2021 income
- No Cost HELOC??
- 401K vs IRA conundrum...
- Opps, Margined my LTCGs, now what?
- Inherited Roth IRA taxes
- TSP to RothIRA rollover
- Can you withdraw based on Firecalc
- Optimizing taxes in ER
- Taxes in portfoliovisualizer
- The Pandora Papers: It will be a bad week for international tax cheats
- Schwab Security Question
- Interest rates creativity ??
- Investment advice--2 fold question
- I know we are due for a correction, but...
- Operationalizing retirement finances
- Stocks - selling winners too soon.
- Flexible Retirement Planner -- August 2021 Update
- What am I missing? IRS sent me money
- $350k in Money Market Funds
- Is spousal SS automatic?
- Paying the tax man
- Question about calculating withdrawal rates.
- Estate Planning Seminar
- Fidelity Retirement planner
- IRA & HSA Contribution Question
- Indexed annuity story
- Roth Conversion thoughts - feedback?
- Talked to 2 Retired Neighbors .. They didn't pay off mortgage, but both have pensions
- Please check my thinking on this plan
- This novice needs help with tIRA’s
- Roth conversions and IRMAA (again) (seesaw effect)
- Backdoor ROTH IRA strategy may not last
- Investments after Retiring
- Recent retirement-US Treas. Bond fund to decrease portfolio risk?
- Crypto tax reporting software?
- Somewhat worried.
- Opposite Conventional Wisdom Strategy
- Commutated value of define benefit plan
- Please check my thinking on estate and GST taxes
- Uh-oh - I just fell for a scam
- Capital Gains Tax Question - How to get 0%
- How do I calculate pension offset to SS, under WEP?
- Electricity rate plan for SCE customers
- Portfolio Longevity through Annual Distributions
- Keep it equitable between kids?
- Roth conversion confusion
- best bank for an infant savings account?
- Solar energy - your experience?
- Mom in Ass't Living now wants to sell her house
- Separate car insurance policy for adult child?
- Pulling back MAGI via Roth conversions? (ACA)
- 0% tax rate - Dividends and Capital Gains
- Inheriting money in an IRA
- Planning tool for inherited IRA?
- Gift to kids or leave in Roth for inheritance?
- Should you buy an annuity from Social Security?
- Insurance claim payment
- Does it matter what month you take social security?
- Discount Tire Credit Card?
- Fidelity Retirement Analysis Tool
- Poll:How much do you give to charity?
- Roth 401k
- Delaware statuary trust
- UGH.... Now they pay overtime.
- Fidelity Fully Paid Lending Program
- Schwab Wealth Services anyone??
- Brighthouse Annuity
- How many own LTC insurance?
- Land i want to donate
- Interesting article on proposed IRA and Roth for high earners
- Are these payments taxable?
- H&R Block Tax software
- Blue Cross ????
- Two years retired and I'm sick of the TSP
- FICA Taxes (OASDI & Medicare) on Pension Payments?
- Tax Sheltered / Tax Free Money Allocation
- IRA's moved into LLC's?
- Self overdraft protection in Fidelity
- How to switch to using credit cards for spending.
- Potential identity theft AND cannot verify identities at Equifax and Experian
- FBGRX drop on Friday
- Why did I receive short term capital gains?
- How much Cash did you have upon retiring or planning to have -2x-3x yearly expenses?
- Retirement spending changing by decade?
- Spousal SS - sweet dream turned nightmare
- No probate for me
- elusive 5% drop
- Roth 403(b) to Roth IRA rollover
- Social Security Earnings Credits
- Rental properties - insurance question
- Quicken Sold Again
- estate and inheritance taxes
- Gifting Land
- Opinions on paying off mortgage needed....
- Everything Changed! Need Your Expertise.
- Does your retirement planning account for Social Security insolvency?
- your monthly budget before entertainment?
- ROTH Conversion vs Stepped Up Cost Basis in Taxable Account
- Where a couple can put a fairly large amount of cash today.
- Great primer on iBonds vs. TIPs from TipsWatch
- Varied Income and ACA Subsidies
- LTC coverage, one real life example
- Can I take $$ out of stocks?
- Chase Private Client
- Rule 55 question 401(k)
- Cut Roth 403b to increase total traditional+aftertax?
- Is Roth Conversion Worth It?
- Qualified dividends?
- Effect of Standard Deduction on AGI and 0% LTCG
- Trying to understand the SS age 70 wait
- Mid Life Crisis
- Need help with a big retirement decision.
- Vanguard - last straw?
- Alan Watts Quote Triggered Deep Thoughts
- Wells fargo declined 2% my credit card application
- Longevity Insurance?
- Why rebalance in retirement?
- About to pull the trigger on SS
- Social Security Application
- Capital gains rate on sale of inherited home
- Self-Employed Expense question
- SS Income Limit
- Sr Housing Dilemma
- Where should I park $200,000 for 10 months?
- both IRS and coveredCal can't answer this
- Spendy drugs
- Medicare and IRMAA
- Paying rent by debit or credit card online
- Preferred Stocks modeling in FireCalc
- Anyone selling a car for more than you paid for it?
- Can I really retire at 55 yrs old
- A Milestone of Sorts
- Retirement budgeting for property taxes
- When a Million Dollars was serious wealth
- i-ORP Extended
- From Edward Jones to TSP
- Net worth Today
- Withdrawal rates between retirement and social security start
- Modeling Social Security with Spousal Benefits
- SS Could Be Insolvent in 8 Years
- Selling Mortgage Notes
- SS Surviving Spouse Question
- How/Where/When to file/pay estimated taxes
- Another QCD Question: Inherited IRA
- The 6 Most Important Things to Teach Your Family About Money
- Tax Questions
- IRA tax deduction with partial 401k
- Charitable Giving Questions
- OK, I saved unreimbursed Med Receipts, Should I used them to generate income
- Do you model loss of one spouse?
- Selling an inherited house with "houseguests"
- Pennies from heaven: Former employer vested 401k match
- Social Security PIA
- Merriman Foundation - Lifetime Investment Calculator
- quicken equivalent with low/no cost
- Frustration on resolving IRS penalty notice
- How to get private stock into a Roth IRA
- Format changes to Social Security Statement
- 21st Annual Transamerica Retirement Survey of Workers
- Move from managed to self-directed investments
- Retire at 53?! Intro post
- Pandemic spending results as example of 'Lean year'
- CNBC article: how much income your 401(k) would generate
- ACA and Gifting
- Oregon/California Estate Tax Quandary
- What brokerages/banks do US Expats prefer?
- Age 65/$3.3M IRA - Deflate it before RMDs?
- Step up basis for parents who died month apart
- New Federal Retiree TSP Roth Conversion?
- How is my strategy to sell/rent a house?
- Why am I struggling? - Social Security Question
- Peter Lynch video: Lesson from an investing legend
- Investments for Coworker
- Not stopping once FI goal is reached - Kitces & Carl Ep. 66
- 403B question
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