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  1. Retiring at 40 in a year. Update to a previous post. Advice welcome.
  2. Fidelity Freedom Funds take on more risk
  3. SS Question, Not The Typical 62 vs FRA vs 70
  4. SS Question w/Disability
  5. tax diversification, or not
  6. Help with MAGI calculation for Obamacare Subsidy
  7. Annuities, a possible +Ve. (In Florida at least) - Please Control Your Excitement
  8. Home title theft
  9. Asset Allocation Improvements in Various Accounts
  10. Nuances of WEP question
  11. 62 yo, 1 more year ... savings strategy for 1 more year?
  12. Income Taxes During Retirement
  13. New tax law and ROTH
  14. Federal Tax Withholding
  15. Credit monitoring or credit freeze or fraud alert
  16. 401K or IRA, or does it matter?
  17. "4.00% APY. Do I have your attention?"
  18. Quick SS Survivor Benefits Question
  19. Did 2008 Recession Spoil You?
  20. Credit Card Authorized vs. Joint
  21. Pay off mortgage to reduce annual income?
  22. What would you do if... (Roth question)
  23. Would you... (Roth conversion)
  24. Structured Products
  25. String of gains broken
  26. Mechanics of distribution
  27. MEC Modified Endowment Contract?
  28. Nondeductible IRA contributions - Form 8606 - did TurboTax goof?
  29. Getting a SSA-1099 for phantom SS income
  30. Beneficiary IRA Trust? Approached by an insurance person?
  31. SS benefits when one spouse was born before 1952
  32. Great article for today's youth
  33. The Misguided Beliefs of Financial Advisors
  34. Differences in Vanguard Reports?
  35. Another SS Question
  36. When all assets are overvalued
  37. What do you use for a projected age 70 SS benefit?
  38. Does one have to file a tax return if...
  39. Quick SS Spousal Question
  40. All in expense ratio
  41. ER, home value and net worth
  42. Training courses and Lifetime Learning Credit for 2017 Taxes
  43. Tax question...its that time of year
  44. Muni Bond Glitch in Turbotax
  45. Pick up a part-time to get to FI faster or use that time to pursue my dream?
  46. Investment Expense rules for 2018
  47. H&R Block Taxcut Bug
  48. Social Security Nuts and Bolts
  49. Variable Withdrawal Rate Studies
  50. Anyone else missing outside accounts on Fidelity's site?
  51. Capital Gains question
  52. Recommendations for New Checking Acct
  53. Anyone used this Tax Calculator ?......
  54. Updated for Comment
  55. Real estate market
  56. Decision time with a package on the table
  57. File Amended 1040? What would you do?
  58. USAA and W-9
  59. How important is titling of a CD
  60. New for Amazon Prime ... 5% back at Whole Foods
  61. How can private party file lien on property
  62. Budget Review Frequency
  63. Rebalance or am I overthinking this?
  64. (expense ratio ) fees for tax year on vanguard site?
  65. UK consolidating ISAs vs pension
  66. Next income property a vacation VRBO?
  67. Hired the wrong estate attorney...what to do?
  68. Vanguard tax deferred account
  69. Pondering a portfolio spend strategy
  70. How to handle cashback bonuses? Invest for FIRE or spend it?
  71. To e-file or Not?
  72. City lost my Tax Payment
  73. Tax software accuracy
  74. I'm a Chump
  75. I'm Still Nervous ...
  76. Rollover IRA
  77. Why are annuities so controversial?
  78. Contributed To An IRA When I Wasn’t Eligible…………Now What ?
  79. Which is more safe gold CD or treasuries?
  80. Fido 1099 now available
  81. 529 or Not?
  82. Asset Allocation advice & rebalancing a bit
  83. 1031 exchange to DST, anybody?
  84. Refund schedule
  85. Form 8606 preventing me from filing return
  86. Online Money Coach
  87. New Pass-through Business Deduction
  88. How many times did you reach your "number?
  89. Portfolio Management firms - consolidate or diversify
  90. Help parents and put own retirement at risk?
  91. Home buying question
  92. How much do state Taxes matter?
  93. More scams to steal tax refunds
  94. Who Knew? Schwab 3rd party CD's
  95. Navigating Tax Brackets and Travelling
  96. Brrr...
  97. Anyone adjusting 2018 withholding?
  98. When are SS statements updated ?
  99. Withholding and Avoiding a Penalty
  100. How to shift gears from Saver to Spender?
  101. FIRECalc, allocations and expenses
  102. Deceptive FA
  103. Are we heading for another potential Financial Crisis?
  104. Coventry Direct
  105. Tax Reform and Tax Strategies
  106. Revisiting my asset allocation
  107. OK Prognosticators, what's your call for the week ?
  108. Help me get over spending anxiety
  109. Middle, Upper Middle Class Distinction for Retirees
  110. SMA accounts/index funds in taxable account
  111. Book list
  112. Ways to reduce MAGI after 12/31?-Medicare bill
  113. Transferring Brokerage Account
  114. Any Suggestions? Am I playing it too safe?
  115. Dealing with capital gains & Qualified distributions in i-orp
  116. Would selling right now be such a poor decision?
  117. Budgeting in ER with kids, major expenses and long time horizons
  118. Company SEP, do I have any options here?
  119. Cash Reserve - Creating and Maintaining?
  120. IL Property Tax refund form
  121. Euphemism for job: Side Hustle
  122. Never fails in a down market: people fled in droves
  123. Megacorp Exit Strategy
  124. Whole life Settlement/Annuity Commission?
  125. Market Drop Highlights Brokerage Differences
  126. Swedroe Article - 4 Horseman of your Portfolio ... Questions
  127. Tax Managed Balanced Fund: Where are the dividends?
  128. Trading places
  129. Interesting Post from GRS: "Mom's a Millionaire"
  130. Inflationary factors?
  131. Poll: How low will it go...
  132. Whos got dry powder?
  133. What is your action vs Market Fall?
  134. Federal Refund Came Today Feb 5th
  135. plan for Roth Conversions + tax torpedo
  136. Need cash, what to sell now?
  137. Selecting a bank or other corporate trustee
  138. Looking for guidance on a possible 1099 issue
  139. Free Quicken
  140. Benefits to annuitizing 401k money?
  141. Bull Markets and the 4% Rule
  142. AA too conservative
  143. What Would You Do With $100,000 Right Now
  144. 401K – Rollover or Lifetime Annuity
  145. Where to put the money
  146. Bonds go down with interest rate hikes?
  147. Capture Zero Tax LTCG Instead of Doing Roth Conversions?
  148. Turbotax state filing cost
  149. Down Day in the Market !
  150. Dividend Reinvestment Question
  151. Sell Me on Fidelity rather than Vanguard
  152. RMD Questions ????
  153. Purchasing additional pension years?
  154. Walk away from Social Security?
  155. International Tax Advisor
  156. Tax on worldwide income?
  157. cash equivalent
  158. Accounting for home improvements
  159. An inheritance may be coming soon
  160. Moving Money Quickly
  161. Big tax bill & probably a penalty too - help!
  162. Anyone use a muni ETFs as an alternative to CDs or muni bond ladders
  163. More Lump Sum/Annuity Questions: Detailed and General
  164. Our post-FIRE withdrawal plan
  165. 401K HCI (Highly Compensated Individual)
  166. When to Withdraw From IRA
  167. Suze has spoken - new retirement age 70 - 'not a month or year before"
  168. Taxes on expired annuity
  169. Haven't gambled in over 6 months, thanks to here
  170. How do you account for care for your parent(s) in your FIREcalc?
  171. muni bonds
  172. Filing federal taxes
  173. Can't File Federal Tax Return yet
  174. Interesting article in NYT about ER and health
  175. Three buddies
  176. Fidelity Turbo Tax -- can't find the free download offer !
  177. 2017 Million $ Year
  178. 529 Beneficiary enlisted, now what?
  179. Bond Tent to Reduce Retirement Risk Window
  180. Allocation Planning for Future QCDs
  181. Rookie estate planning question: Tax deferred IRA accounts
  182. After-tax contributions to a retirement plan
  183. Should we pay the mortgage off
  184. Projecting investment inflation vs. SS increases
  185. Tax Deferred Retirement Plan
  186. Adventures in Cryptocurrency
  187. Question Regarding Dividend Classification
  188. Request for Advice regarding Trust/Will
  189. Social security calculators
  190. fixed annuities -- issuer insolvency risk
  191. Minimize taxes during drawdown from various account types in retirement
  192. What is the best time in cycle to retire?
  193. Lump Sum of Cash
  194. Starting small non-COLA pension
  195. Tax minimization calculator
  196. Variable annuity firing squad or slowly strangle.
  197. RMD today
  198. 1099s
  199. What are your rebalance triggers?
  200. Estate Attorney and Executor?
  201. CC Denied Because We're Not Up To The Eyeballs in Debt
  202. California EV Rebate
  203. Rebalancing Portfolio challenges
  204. Need your thoughts on Bond Funds
  205. What does "enough" mean to you?
  206. Municipal Bond Fund Changes Related To Tax Reform
  207. Preplanning / Prepaying for Final Arrangements
  208. The Elegance of Indexing
  209. 2018 Tax Planning
  210. Need a Mobile Broadband plan with no Monthly fee.....
  211. Accessing your money
  212. Single stocks vs sector fund risk?
  213. Quick question on IRA recharacterization
  214. Capital One CC $150 free cashback
  215. Gov. S/D, what impact on the markets ?
  216. Online banking--any issues?
  217. Turbotax Free from Chase
  218. Ratchet Up
  219. Roth recharacterization for 2017
  220. Roth IRA doesn’t seem good
  221. Govt shut down
  222. Portfolio Visualizer
  223. How did you finish when you hit FI earlier than planned?
  224. Prepaid 2018 Property Tax- will you take the deduction
  225. FIRE success rate
  226. Interest Rates on the Move! (Finally)
  227. Should I invest in 457(b) def comp?
  228. Net Worth increases AFTER RETIRE
  229. Need advice on bond fund investing
  230. winners who quit after winning
  231. Favorite streaming service
  232. Question: What ratio do you use for housing expense?
  233. Foreign inheritance questions if anyone here knows
  234. Fidelity MyVoice
  235. FOMO, a new acronym for our vernacular !
  236. Living Trust for Medicaid?
  237. New TV today
  238. Living Trust Trustee Question
  239. Would appreciate comments - close to relative ER, concerned about risk
  240. HSA investments for Californians
  241. Turning 50
  242. Increase 401k contrib pct before last bonus payout?
  243. Investments Structure for retiring pre-55
  244. RE Income Effective Tax Rates - Higher Spenders
  245. Looking for the magic formula for Roth conversions vs RMDs
  246. Replacing a bunch of smoke detectors
  247. Dividend paying stocks
  248. State sales tax on internet purchases is back on the table
  249. Basic SWR Question
  250. Surprising Social Security Analysis