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  1. Another withdrawal thread
  2. High, Low, Low, High - income plan
  3. Successor trustee recommendation
  4. Housing dilemma approaching RE
  5. Talk to me about 529 plans
  6. Taking up citizenship in a tax haven - stories?
  7. As decison day gets closer, nerves are creeping in
  8. Fidelity, TurboTax and foreign tax credit
  9. How to plan this years income ?
  10. Eagle Vertical Income Portfolio
  11. Capital gains?
  12. Are you planning for proposed tax changes
  13. Holding $600K in cash - feeling like an idiot. Options???
  14. State estimated tax payments
  15. mortgage or cash - for ACA
  16. Primary Home Sale Cap Gains
  17. should I stay or should I go?
  18. HSA Funds out then in
  19. Looking for a well-diversified portfolio of 100% stocks
  20. Is it time to increase my Homeowner's Insurance Coverage ?
  21. Social Security Signup
  22. Umbrella Insurance:How much & when to increase?
  23. Do I have to worry about my regular IRA balance?
  24. My net worth has increased 74% since I retired 4 years ago
  25. Corporate Bonds vs Municipal Bonds
  26. Buyers for part of a tenancy-in-common?
  27. Confused by interplay of capital gains and taxable income
  28. Contacting the IRS to dispute a 1099R
  29. Checklist for FIRE
  30. Gift Tax
  31. IRS way behind on mailed in amended forms
  32. 3 year term Fixed Guaranteed Growth Annuity
  33. Law Firm as Executor?
  34. Rule of 55: what qualifies for service?
  35. CARES Act Favorable Tax Treatment for Retirement Plan Distributions
  36. Time to rebalance?
  37. Automatic RMD
  38. Free Turbo Tax for Active Traders
  39. Vanguard ETF vs MF and Vangaurd Patent
  40. Late federal refund?
  41. How to calculate 2021 RMD (Slott)
  42. Wills and Inheritance
  43. PSA: My Social Security Site updated
  44. First Time investor, finding it difficult to not obsess
  45. Transfer latest EIP Funds to Fidelity
  46. If You Believe PRC will Seize Taiwan, how do you position your portfolio
  47. 403b early withdraw option? Anyone with experience?
  48. Help....renting a parent's house
  49. Looking for a parking place
  50. looking for advice on software for analysis
  51. Moving 401k to IRAs. What actually happens?
  52. Time to move 401k to IRAs. Fidelity questions.
  53. Regulation D, six transaction rule still around?
  54. Just got a corrected 1099 for 2019--should I file an amended return?
  55. How much help for young adult children?
  56. 70's coming back ?.....
  57. Eastern Pennsylvania area and general moving questions
  58. Do we need to make quarterly tax payments?
  59. A few thoughts on paying for the $3T Infrastructure Proposal
  60. Possible Repeal of Step Up Basis at Death
  61. What to do with my 401K?
  62. multiple backdoor roth conversions in one year...
  63. Umbrella premium tripled!
  64. Buy a home with cash?
  65. Roth Conversion Withdrawal Sequence
  66. Electronic Filing Taxes Question
  67. TurboTax and Recovery Rebate Credit
  68. Do I need to switch banks?
  69. delayed retirement credits
  70. What is "Stable Value" fund in 401k ?
  71. Poll: How Big Are Your Annual Roth Conversions?
  72. Annuitize or Not? I say not necessarily
  73. Annuity Dilemma
  74. First Tax Return Since Retiring--OUCH!
  75. Roth 401k to Roth IRA question
  76. Inherited IRA
  77. Traditional IRA withdrawal
  78. Anyone's tax software correctly dealing with ACA tax credits yet?
  79. Tilting VTSAX or KISS and what about Bonds now?
  80. Renting in retirement
  81. Vanguard quarterly dividends
  82. "Rule of 55" with a caveat
  83. Stock market fears over the past 10 years
  84. PSA: Deferred comp payout election
  85. How to use Tax-Loss Harvesting?
  86. How much do kids make coming out of college?
  87. Virginia Income Tax Problem
  88. Pay down Mortgage or Increase Taxable Account?
  89. How is your rental business? and for the coming future?
  90. Poll: When Did You/Are You Planning to Start Soc Sec?
  91. Preferred Securities
  92. Question About Yield
  93. EIP (Economic Impact Payment) IRS Return question
  94. Help Me Understand
  95. IRS plans to delay tax filing deadline
  96. If your tax refund is late, here is why
  97. Why in the World Would You Own Dollar Debt? - Ray Dalio
  98. Can I afford landscaping?
  99. Taxable account investing
  100. dealing with taxes on nestegg withdrawals?
  101. Trying to get aggressive asset allocations "right", need help
  102. 53 yrs old with $948,000
  103. Where to put more money to save on taxes now or in the future
  104. First World Problems - Giving it Away
  105. CNN "Fear & Greed Index"
  106. Stimulus 3 deposit already!
  107. Hacked twice in the last month
  108. Hiring a Financial Advisor
  109. Improvement in CD rates?
  110. American Rescue Plan how long before it is in the income tax software?
  111. Average Retirement Balance for 60s
  112. Selling a car - how to take payment?
  113. Buying my first Index Fund
  114. Income Tax and California Withholding on Real Estate Transactions
  115. Value Lean Needed?
  116. Increased investment income limit for earned income tax credit in stimulus bill
  117. What changes/sacrifices have you made so that you can have ER/FIRE?
  118. 401k Bond Fund Drag
  119. What is going on with Charles Schwab????
  120. Budgeting software vs my Excel spreadsheets?
  121. Pension v. lump sum: non-financial reasons?
  122. Would you file for unemployment?
  123. Please help me figure out how to buy a house
  124. Help a cross country traveler
  125. Timing the market in real estate
  126. should I buy a new car now
  127. 403B/401K plus a TSP at the same time?
  128. Possible legislation re: ACA cliff
  129. Should i convert to roth?
  130. FAFSA simplification technical question
  131. " SOC SEC FOR INS" US Treasury Check
  132. A little explanation, please!
  133. CitiGold Account Package Cash Bonus Offer
  134. SS question
  135. When does SS update your earnings record?
  136. SS benefit amount question...
  137. Rule of 55 Question
  138. Extra buffer for travel/fun advice?
  139. Withdrawal rate: Age /20
  140. cancelled SS and 2020 taxes
  141. Are You Worried About Your Bond Index Fund?
  142. House sold…now what?!
  143. Changes in Uhaul Experience
  144. Bonds won't fit in Tax Deferred Accounts
  145. Cap Gains Rate vs Effective Rate
  146. What to do if 1099 reports too much taxable earnings distributions?
  147. Alternatives to bonds
  148. Investing After FIRE
  149. Another TurboTax E-file Question
  150. How aggressive should one's Asset allocation be?
  151. Approaching FIRE date - How do I look?
  152. Basic Question Re: Spike In Rates on 10-Yr Treasuries
  153. Am I the sucker?
  154. What does this mean?
  155. Portion of your NW in real estate
  156. Seeking Advice - Leaving Wealth Manager/High Cost Funds/Capital Gains
  157. Recurring charge fraud on CapitalOne MasterCard
  158. Who's your broker?
  159. Fat Fire Question
  160. Roth 403b "rule of 55" question.
  161. Tax Refund vs Apply to this Year?
  162. Own or Rent When Approaching FIRE?
  163. Doing a bit of "legwork".
  164. ACA and capital gains?
  165. Cash out home mortgage to possibly invest?
  166. VDIGX or VQNPX? Looking for a Dividend Fund
  167. How has your retirement spending differed from your projections?
  168. Schwab as trustee, actual experience?
  169. 2020 Fed Tax Refund Received!
  170. How Much House Can You Afford?
  171. Turbo Tax - form 8606 question
  172. Turbo Tax Problems
  173. How much in cash at the time of retirement?
  174. Overthinking Asset Allocations ratios?
  175. What to keep in TIRA accounts?
  176. Social Security tool help
  177. your strategy for long term care
  178. FAT FIRE: How much to keep in Rollover account?
  179. House cost as % of net worth
  180. Zelle, Venmo, etc: separate bank account?
  181. 529 Investment vs Guarantee Reviews?
  182. Contribute untaxed wages to Roth IRA?
  183. Growth VS Income
  184. QCD to DAF?
  185. Please help: how to correctly re-allocate my messy Portfolio?
  186. basic rmd questions
  187. Individual 401K advice
  188. SERPs and taxes
  189. Turbo Tax E-Filing Question
  190. Investment advice
  191. Should I buy and turn current primary into rental?
  192. Tax question: refinance
  193. Roth Conversion Math & Rationale
  194. Why ROTH conversion is a bad idea for me.
  195. Credit report errors during pandemic
  196. Annual Schwab statement for DAF millions off
  197. Do I need a CPA?
  198. How much can I contribute to Roth IRA for 2020?
  199. Delay Tax filing? Stimulus check?
  200. Where to park 100K for 3 years
  201. Simple Math Question
  202. Let Mr. Market dictate whether we sell or not?
  203. IRS gives Texans a break in aftermath of winter storm
  204. Question regarding dependents, independents, tax credits and stimulus checks
  205. Spending less during COVID?
  206. AGI verification issue
  207. Favorite Tax Preparation Software?
  208. Norton LifeLock ID Navigator
  209. SSA estimate letter assumptions on when I retire?
  210. Time to play Can I Retire?
  211. Timing for using realized loss
  212. IRS Notice: 2019 1040SR Amt Due $25,656!!!
  213. opinions on my simple planning model
  214. Will stimulus lead to inflation? Shiller responds.
  215. Vacation Rental - to Buy or Not to Buy - that is the question
  216. Backdoor Roth Question
  217. Social security question
  218. Gifting to adult children
  219. Buying a non-Vanguard ETF/ Mutual Fund in Vanguard IRA?
  220. tax planning - soc sec - RMD - I Bonds
  221. Screwup with Roth Conversion Taxes! Help!
  222. Foreign Tax Credit
  223. Real-time quotes for spreadsheet or API?
  224. Advice wanted on Fed Tax situation
  225. Married filing separately
  226. Modeling HSA and DAF
  227. Comparing TurboTax Deluxe and H&R Block Deluxe
  228. Risk of Sitting on Large (Long Term) Cap Gains?
  229. Income tax sound right?
  230. HSA strategies?
  231. Vanguard would like to contact me??
  232. 2020 Tax: How to Report Muni Bond Income?
  233. Municipal bonds today
  234. No 1099- interest too small?
  235. Real ID and SS
  236. 10-Year Treasury Ladder
  237. Looking for a Vanguard Dividend Fund for long term into retirement
  238. TIPS in a Portfolio
  239. pension payment options
  240. tIRA to Roth Conversions
  241. Help with tax planning error
  242. 3.5% APY on US-backed 20-year bonds?
  243. Roth Conversion and The Pro Rata Rule
  244. Larry King NW surprise
  245. eFile acceptance - IRS bogged down...
  246. Screen Scraping Functions 2021
  247. Getting stimulus $....on the backend
  248. Traditional IRAs and RMD advice
  249. Medical Tax Deduction and HSA reimbursement: looking for a mathematical example
  250. Finding my Roth Conversion Number and Taxes