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- Tips for a TIPS ladder?
- Am I a market timer or just rebalancing?
- March 9, 2009
- Recharacterization.......one last chance?
- Just curious ????
- Calculating my tax torpedo situation - did I do it right?
- Collecting Social Security benefits at age 62
- Bonds vs. Bond Funds
- Allocation Thoughts
- PSA: Don't Forget to Review Your Home & Auto Insurance For Competitiveness
- new version of kiddie tax
- signing up with Vanguard Personal Advisor Service
- Bengen: Fixen A Broken Withdrawal Rate
- Doable or Not
- Is it a good time to buy pot stocks ?
- Personal Finance Software recommendations?
- Prioritize Roth IRA or HSA since I live in CA?
- Is there a formula for this?
- What could you cut?
- Paid State Tax By Mistake - Refund Advice
- WOW!
- Fidelity managed accounts
- Did she use the W word yet?
- Tax Cut savings calculator
- Interest rates on the rise finally?
- Amazon purchase... Aaauugghhh!
- Car repair philosophy. Anyone think like this?
- Got my first 2017 tax document
- 401k Rollover vs IRA contrib
- Dow 26k by Jan. 31
- $100 per barrel oil by summer
- Credit Cards with good perks??
- My first full year of retirement, 2018 tax plan...
- 2018 YTD investment performance thread
- Downgrading from Chase Sapphire Reserve
- States responses to IRS tax caps
- Withdraw from IRA and delay Social Security?
- 2017 S&P 500 sets a record
- Advice on buying new home in retirement.
- Warren Buffet wins $1 million dollar bet
- Index Funds
- Roth Conversion Strategy Changes in 2018?
- DIY Will ????
- Anyone see All the money in the world?
- debt repayment question
- How to Move $ from Roth to VanguardAdvantage?
- Credit Card Rewards Summary 2017
- Rebalancing 2018
- Investment Plan for 25-year old
- Dow 30k 2018
- Is it better to leave a taxable account as an inheritance than an IRA account?
- It's tomorrow ...
- TurboTax 2017 Costco Discounts
- Save money by being on kids cellphone plan?
- OK, all you number crunchers, sharpen your calculators !
- Brokerage Tax Witholding
- Qualified Charitable Distribution Questions
- Withdrawal rates for 2017, and planned for 2018
- Almost one year into ER-here are my observations
- Assumptions
- Tax Owed for 2018 vs 2017
- AARP has been terrific for us
- How many years expenses in cash/bonds if the rest is 100% stock?
- Small victory for the little guy
- Interesting EOY metrics
- Stupid Question about CDs
- Vanguard 529s reporting $0 balance
- Why CDs?
- 2017 Spending Summary and Analysis
- Looking for suggestions for tracking income/expenses
- Any Ideas for a Fund/ETF to Cover Europe?
- Rebalancing when you mainly have high gain Taxable accounts
- Turbo Tax Schedule D issue
- Tax efficiency vs. volatility balancing
- need help with financials before we pull the plug
- Year End Housekeeping !
- Mock tax form, where to locate MAGI total for ACA subsidy
- DQOTD: Saving Paper Receipts?
- Rude awakening at the early buffet
- Transition from higher income while working to moderate income in retirement
- Should I pay estimated state tax
- Newbie-Withdraw Strategy for 2018. Annual, monthly?
- HUD Home - Owner Purchase (not developer)
- Dad's Finances and Change in Behavior
- SS Question
- Barron's crystal ball article !
- Living within biking distance to work vs. paying off low interest student loan
- How much detail to share with (young) adult children?
- I'm not sure owning bonds has much of a payoff
- FIRE Withdrawl Strategies 101
- Living trusts & new tax law
- Roth recharacterization still OK for 2017?
- Fidelity FUSEX fund
- Merry Xmas & Happy New Year
- 2018 Strategy
- Alternatives to Conversion/Recharacterization
- Preview of the US without pensions
- Cap gains strategy
- Domicile when you travel a lot ?
- 2018 1040 Tax spreadsheet
- Short term IG bonds to complement intermediate term?
- Can't find a reason to quit J.O.B.
- Alt coin trading fun (and how do traders track basis)
- Personal Capital FA
- spousal benefits and deceased spouse
- Bubble: 2017 review in 197 pages
- calculator to determine total annual returns by position
- Retirement Planning Spreadsheets with a Tax Bracket Warning
- Please....help me determine the taxable portion of social security for obamacare magi
- 529 rules for non-citizen children
- Advice wanted: Fully contribute to 2018's 401K in 3 months ?
- Almost 62, do not plan to receive SS until 70, do I need to do anything now?
- Good article from Fidelity "take on Taxes"
- The FIRE uncertainty principle
- Poll: Leveraged investments...
- Any danger to MAGI going over CSR threshold this year if signed up for Bronze in 2018
- Deciding on VHDYX...
- Just wanted to report back!
- Recharacterization conundrum: Ed Slott vs. Michael Kitces
- Investment Guidance Requested : Army Officer
- Moves due to tax bill passage
- Dividends and Inflation
- Update from my 2009 intro post
- Real estate income under the new tax law?
- In a nut shell Tax cut/Job act passed
- Firecalc compared with Vanguard Retirement Nest Egg Calculator
- Hey Tax guys
- Any 50/50 Balanced Funds Out There ...?
- Tax Reporting of Ally 11 mo. No-Penalty CD
- What's the new MAGI formula under the new tax law?
- Blow that dough (It's official now)
- Should I convert some funds to a Roth ira
- Should we cash the check?
- Long term cap gains question
- Satire Cartoon Video: Rat Race Version of Happiness
- Cubicle, oh cubicle, how I miss thee ...
- Problems switching from Turbotax Premier to Deluxe in future tax years?
- Edward Jones ?
- etf OUSA
- Did I outsmart Hewitt on my 401k withdrawal?
- Warren Buffet indicator
- Real Estate Issues in Retirement
- Seeking Advice
- Can real estate substitute for bonds in asset allocation?
- CPI vs chained, not a big deal
- I have a new idea for cyber currency
- MetLife failed to pay some pensions
- Release of final tax bill details
- Help Understanding Veterans Pension Rules
- Help with quick tax question.
- 2017 Personal Inflation Rate
- Preparing for higher taxes
- Basic Tax Question on LTG/Reinvested Dividends
- A tax question
- Great decade so far ... 2018 ?
- Tax loss harvesting: mutual fund cap gain distribution vs loss on individual stock
- Tax Plan \ SALT
- Life insurance after retirement?
- SSA New benefit Amount Notification
- Couch Potato Budgeting and Expense Tracking
- SS benefit calculator?
- No politics please, thoughts on repeal of the estate tax ?
- HSA as part of group plan
- Looking for my SLCSP for 2017
- Mattel 1.35% 10/2020 bond seems like a good buy
- Real Estate Tycoon
- Significance of FRA
- Tax Form confusion
- ACA question re:subsidy
- How much notice do you give when you retire?
- Question regarding last chance to file Married Filing Jointly
- How to model impact to health insurance subsidy?
- DD 22 wants to know about investments..
- Investing For/By Kids
- Retirement Asset Drawdown Mechanics
- Not understanding 2017 tax estimate
- Withholding in Retirement
- HSA rules
- Inherited IRA and 457 Plan
- 10 secrets that are not really secrets to ER crowd
- Signatures on Credit Card Receipts? No longer needed say MasterCard, Discover.
- Im a virtual investor now
- New guideline for spending safely in retirement
- Index or managed
- How Bond Funds Rolling Down the Yield Curve Help Defend Against Rising Rates
- Consider income in sales price when selling a rental?
- In Plan 401k Roth Conversions
- Portfolio Growth Harvesting
- Kitces : Strategies to reduce or delay RMD obligations
- state tax refund not reported if no itemization last year?
- Fire Calc at 94.3%
- Deducting interest from HELOC grandfathered in?
- How to Categorize HSA?
- Do you go paperless?
- Property rental and figuring out depreciation
- SS Taxation (from the tax cut bill)
- Has the wealth effect changed your spending?
- need help! Whether to roll 401k?
- The last .1 percent!!
- To w*rk or not to w*rk?
- New to Roths and have questions
- Hard to live on 100K per year ?
- Fidelity Private Client vs Schwab Intelligent Portfolio Service
- Donor-Advised Fund
- Poll:Wealth Conversion Efficiency (WCE)
- Real estate sale tax question involving depreciation recapture
- Making Moneydance really dance?
- Returning Member
- Tax Bills
- Financial Education
- Really need help with sister inheritance
- Buying Mutual Funds based on previous results, in general, is a good approach
- Starting Brokerage Account Questions
- New Medicare Premium Brackets--2018
- What do you think of this bond portfolio?
- Willing to take a bit more risk in my bond fund portfolio
- Wanting some feedback about Asset Allocation
- Transition VG accounts
- Will Roth Recharacterizations Go Away?
- Do you autopay your bills?
- Locking in gains for home downpayment
- Only one fund?
- Fidelity site down
- Other investment options?
- There's an ETF for everything
- "A new approach to a 60/40 portfolio"
- IRS eftps bank question
- DOW 25k by 12/31/2017
- Accessory Dwelling Units - Granny units
- Broker Sweep Money Market Account Yield
- OMY to boost SS & Roth Conversion questions
- Tax brackets and Roth
- Kids in college after retirement (lower income version)
- How I chose My FA
- 401K and Roth 401K in same account--issues?
- Returns are almost never average
- New construction loan
- Fees! Fees! Thoughts for me...
- Tap IRA Early to Delay SS
- Holding bonds in pre tax accounts
- Tax motivated retirement
- Tax prep software
- Basic important pre-retirement planning things I didn't even realize I didn't know
- My plan is working...
- Can an HSA be used like a Roth IRA?
- Liquidating a 10-bagger
- Spreadsheets
- Historically, what is the recovery time for a market "correction"?
- Thoughts on Fees ??
- OK I am Officially Fed Up with Quicken - Moneydance anyone?
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