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  1. Quicken Mobile or No Mobile?
  2. NonGovt 457B or Taxable
  3. Money for the Rest of Us Spreadsheet
  4. 1040 Tax Question
  5. Safer ROTH alternative for market downturn?
  6. Anyone Invest in Dimensional Funds?
  7. Tax question and using quicken
  8. IRMAA, tIRA, limits & rules questions
  9. Qualifying for an ACA subsidy
  10. IRS Form 8606 - need help please
  11. Strategies for Spare Credit Card
  12. Am I the only one who doesn't fret about taxes too much?
  13. It's worth a try
  14. Vanguard Digital Advisor
  15. FA After One Year - 2019 Update
  16. investments for retiree
  17. Roll UTMA to Roth ?
  18. Inherited IRA/Roth Conversion
  19. Social Security Survivor's Benefits
  20. Accuracy of Social Security Estimates?
  21. Sequence Risk
  22. Still Waiting for my annual IRS Identity PIN
  23. Ask for cash back from Amazon card
  24. My first bad experience at Fidelity
  25. Excess Roth contribution question
  26. Annual Roth Conversions All at Once Early? Late? 4 Equal Pymts?
  27. My Own Retirement Calculator
  28. Max 401k before I go or not
  29. Another Roth conversation question
  30. 2019 Citibank Bonus 1099 Dilemma ?
  31. 61 with 1.9m. can i still go moderate allocation?
  32. Helping My Daughter with her Retirement Account
  33. Health Insurance Premiums in LLC
  34. HRBlock filing error
  35. Is there a law regarding when 1099's are due?
  36. zero personal income tax in FIRE
  37. Selling house - where to keep the cash?
  38. $764,000,000,000...Will you get your cut this year?
  39. Roth backdoor: can I roll after tax $ and earning separately?
  40. Getting my buckets in order
  41. Settling an Estate
  42. Vanguard
  43. What percentage of your wealth is in a safe fund such as bonds or cash?
  44. iORP and Roth Conversion questions
  45. ROTH conversion in Turbo Tax
  46. Anyone consider getting a mortgage in retirement?
  47. Kids moving out impact on FIRE spending
  48. Proposed New Retirement Product from Fidelity
  49. Are some of you at the minimum asset allocation and are you at comfortable with that?
  50. When will Form 8606 be available?
  51. So you get 100% in Firecalc .. but are you comfy with your lowest minimum balance ?
  52. Fired before I'm FIRE ...
  53. Mid 50's or younger... are you counting on Social Security?
  54. Prop 60 CA - sale of primary residence
  55. Buying House - Cash or Mortgage - What Would You Do?
  56. Asset allocation after the sale of a business
  57. Pension-Lump sum, COLA/Non-COLA annuity
  58. Weird dilemma
  59. Self Employment and Social Security Benefits
  60. What a mess with unreported income
  61. Link to bucket method for withdrawing income at 59 1/2.
  62. Deferred Sales Trust - Anyone w/ personal experience?
  63. Wellington & Wellesley...
  64. Should I buy a new house?
  65. Question for Chase Private Clients
  66. Roth Conversion Taxes - Perspective (I Needed)
  67. CAPE10: Observations and Graphs
  68. Unexpected changes in post-retirement expenses
  69. Depositing checks online WITHOUT phone apps
  70. Zero percent card deals?
  71. Am I missing/overlooking something ?
  72. Now that we're retired, what forum do we graduate to?
  73. $200K/ yr income, 58 yrs old and no retirement savings
  74. With 5 years left, where to put contributions?
  75. Recharacterizing a ROTH IRA
  76. Tax Software
  77. Tax Question...1099 R
  78. Nice drop of 15% Vanguard Vanguard Target Retirement Income Fund
  79. FIRE in 2029!
  80. Review my SS numbers?
  81. Tax Penalty in 2021?
  82. TurboTax Form 8995
  83. Help with Property Tax Appeal
  84. Dimensional Fund Advisors (DFA) - Any Opinions Good or Bad?
  85. What would you do? Yes ANOTHER SS When to Take Question
  86. Are variable annuities ever a good idea..
  87. First year w/o itemizing for taxes since 1985
  88. U2F Security Key and Vanguard
  89. Tuition/529 tax planning
  90. Coronavirus - Financial impact
  91. The old Social Security break even dilemma
  92. Investing Windfall into Market
  93. Not as bad as I thought.....
  94. Best way of Using Home Equity for Retirement?
  95. Got a call from my FA, good news or bad?
  96. IRA Withdraw in 2020 for 2019?
  97. Should I go against the math and pay off the mortgage early?
  98. recommended money market fun?
  99. Vanguard communication frustrating
  100. Age Based Asset Allocation for Early Retirees?
  101. More misleading mainstream media malarky
  102. If you haven't already, you need to Download the NEW 2020 SS Calculator
  103. feeling like a roth is a waste now
  104. 100K in Cash - Merrill Advisor Yelling At Me to Invest
  105. Fidelity Offers Fractional Trading of Stocks/ETFs
  106. Is it time to cut back on pre-tax savings?
  107. Rental Property and Taxes Question
  108. Fidelity Full View down with Safari?
  109. Under the secure act, do you have to take >
  110. Asset Allocation Changes - Which Bond Funds
  111. Estimating Retirement expenses and taxes?
  112. Solo 401K In Plan Conversion to ROTH 1099?
  113. Clunky system at Oakmark
  114. ROTH timing question
  115. Wisdom of lump-sum distribution of 457 plan and IRAs?
  116. Poll:What % of your retirement stash is Taxable vs IRA, tIRA, 401k or Equivalents?
  117. Account Withdrawal Strategies
  118. Asset Allocations in Roth and Traditional?
  119. TurboTax question. I didn't use them in '18
  120. Cash Resources
  121. In the weeds (for me) tax questions
  122. When would you retire?
  123. I'm 4.2 million richer!
  124. Social Security website down?
  125. Will Fed Lower Interest Rates Jan 2020?
  126. NFCU tIRA CD - How to fund?
  127. RIP Kobe Bryant
  128. Budget list
  129. How long until sequence of returns risk no longer a concern?
  130. Roth IRA withdrawals
  131. Where oh where should the money go?
  132. Importing income on Turbotax
  133. Sick pay reimbursed in annuity- what to do
  134. House Rich and Cash Poor
  135. Credit card fraud
  136. Tax Planning
  137. The problem with the 4% retirement income rule
  138. BEWARE of Bank of America
  139. Handling of RSUs & Net Worth
  140. IRA WR Question
  141. 401K Employer Over Contribution Dilemma
  142. Stable fund vs 40/60 conservative Vanguard RE fund
  143. Help! Turbotax question re maturing TIPS
  144. Lifestyle creep delays early retirement update
  145. SEPP plan
  146. Capital One CD rates
  147. how would you account for these assets?
  148. Quicken Upgrade Question
  149. What is Best Value Premium Credit Card for Travel Benefits
  150. Another Passive Vs. Active Article - Baron's
  151. Got CSR? Pony Up Another Benjamin!
  152. A tool for maintaining your SWR?
  153. An email storm!
  154. My personal info hacked
  155. Buy 2019 H&R Block Federal + State Deluxe now or wait?
  156. Good preferred HELOC lenders
  157. Ford F150 transmission rupture
  158. How to ER with 100% savings in retirement accounts
  159. The Great Bond Party of 2019 Is Ending
  160. taking inherited IRA RMD ... monthly? yearly?
  161. DIY Term Life Insurance
  162. IRA for my son?
  163. Medicare premiums may help to itemize your taxes
  164. Three to Five Year Money? Where do you stash?
  165. After Stretch IRAs, What Retirement Breaks Could Congress Chop Next?
  166. FIRE Cash Flow Projection
  167. H&R Block 2019 tax program in the mail?
  168. Rolling TIRA accounts to 401K, small change remaining
  169. Setting up my Retirement Paycheck
  170. Buying Income for Seven Years
  171. Spend or save
  172. Roth contribution eligibility question
  173. Financial Fraud Interview
  174. OK Got Some Money - Now What?
  175. Block Online and ACA shared policy allocation
  176. Who changed it to 20%
  177. CBD Product Investment Opportunities ?
  178. ER spend down strategy from ages 59-65
  179. Is this draw down method sane?
  180. Sometimes I wonder do I want a social security raise?
  181. County Assessed a Late Fee, but Never Sent Me a Tax Bill
  182. SPIA vs. Muni Money
  183. Viewing Quarterly Dividends at Fidelity?
  184. Basic Social Security question
  185. Back door Roth: did I miss some steps?
  186. I guess lotteries really are a tax on people bad at math
  187. Time to take the landlord to court?
  188. Probability of Success at varying % Equity AA
  189. Eight centuries of global real interest rate decline
  190. Oops! Forgot to report income in 2017 and 2018
  191. Callan Periodic Table 2019
  192. Seeking feedback on next financial move...
  193. Looking for a tax efficiency calculator
  194. 100% Roth for the next 30-40 yrs possible?
  195. World Debt increase
  196. Stopping Social Security
  197. Ease of CD management with online banks
  198. Pay Provider or reimburse yourself from the HSA?
  199. Create a business to fund relative's kid
  200. Portfolio Required v Equity Asset Allocation
  201. Box 3 SS wages not same as gross income
  202. Books for Retirement Money Management/Decumulation
  203. New Retiree/Need a Withdrawal Strategy/Suggestions?
  204. ACA cliff question - please check my math
  205. Special Bank Deals
  206. Society for Financial Awareness
  207. Bond fund vs. money market for medium-term svgs?
  208. Hiring an Adviser or not, totally confused ?
  209. The Ten Commandments of Investing
  210. WSJ Silliness
  211. Proving Estimated Income for ACA Subsidy
  212. attempted bank hack "you have a secure message"
  213. 529 Owner transfer
  214. How do I model and fixed and variable portfolio spending?
  215. This is a big decision. Help me make the right one!
  216. Help me spend money
  217. Social Security for Widow
  218. Tax Loss Harvesting Strategies for Retirees
  219. Full Blown Iran-US WAR - are you reallocating assets ? Black Swan year ?
  220. The 4 biggest fears about firing your financial adviser
  221. Free TurboTax Premier 2019 for some Fidelity clients
  222. Advice on how to get best interest on "safe" part of retirement funds?
  223. Don't use a comma in i-orp (i-orp error message)
  224. An Issue You Would Not Expect with LTC Premiums
  225. Budgeting for Big, Non-Annual Expenses
  226. Fidelity Visa Fraudulent Charge
  227. Tax extenders
  228. ACA MAGI: Living off of dividends vs LTCG
  229. Tax question on depreciation
  230. What do you think of Schwab Intelligent Income?
  231. TaxSlayer software
  232. What would be the examples for once-per-year-rollover-rule?
  233. What is your Asset Allocation if you have no pension?
  234. How do you think of yourself as an investor?
  235. monte carlo
  236. Fidelity Account Hacked
  237. IRA and 401K deduction
  238. Changing investments
  239. Help with My Tax Rates
  240. ACA Income Level estimate
  241. Rolling spouse's 401(k) into Vanguard IRA
  242. Is my investment strategy a good one?
  243. Keeping Cards Active and Paying Before the Bill Comes
  244. RMD question on paying taxes
  245. Withdrawal Strategy for My Parents - 401k, IRAs
  246. Selling funds at Vanguard
  247. Clarification on capital gains tax rates
  248. Do you withhold taxes on dividends?
  249. Is compound interest stronger than the Force?
  250. 2020 Planned Spending (nothing like our first 65 years)