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- Annuity Question
- More SS, what is this credit thing?
- Poll: Individual SS Payment for ER.ORG Members - Please Read First Post for Details
- Treasury Direct Website Issues
- Retired and still holding onto 401k because....
- Stock Ratings
- How much does it cost you to run your home (2022)? - See first post for criteria.
- We are living a lie...
- Insurance companies pulling out of risk areas
- Chasing Rates on Savings Acct
- NW Mutual
- Ease of Building a CD Ladder at Fidelity?
- Just discovered a GREAT option for rental car insurance
- Any reason to keep converted Roth Separate?
- Schwab doesn't support automated, recurring sales of SWVXX?!
- Losses in TIPS fund
- Fidelity Web and App down a long time
- Am I the only one
- Roth Conversions for Childless Couple
- Asset Allocation and Impact on Retirement Investment
- SSA-521 Do-Over
- Thinking about selling VIOO, VXUS to offset TSLA gains
- 990 T Form
- Online Will and Trust Software
- Money Market: Prime vs Government?
- Schwab Headwinds?
- Spendthrift Heirs - What To Do?
- Tax impact of withdrawing SS benefits claim
- Fortunate One w/new concerns
- Buying a condo to rent to your kid?
- probably delaying retirement plan
- Issues with Vanguard login using Starlink?
- Social Security tax Torpedo
- Apple Card - 5% cash back on restaurants through Sept 20.
- Bridge loan in real estate
- 5 year CD (4.5%) vs. 5 year TIPS?
- Vanguard Website Dividend Summary Page gone?
- Selling coins -- what to expect
- Fidelity Visa removes foreign transaction charges
- Inherited Annuity Question
- Help with formula please
- Fixed Income is hard..... do not know which way to go
- Where to Pull Money from in 2024
- RMDs are they really something to worry about?
- Keeping It over the generations
- does age matter with home and auto insurance?
- When To Take Social Security? Study takes a statistical approach.
- Tips for Shopping for Auto Insurance
- 40 yr old son has asked for financial advice!
- Managing parent's finances - how to invest?
- Does SSA.gov give a breakeven point anywhere on their Website?
- Retire or hold out a few months?
- Looking for a investment Ledger
- Collection notice from deceased relative - Ignore?
- How many credit cards do you have?
- Help Understanding SS and Retirement Choices
- Global Wealth Report 2023 - How did 2022 go and what are the projections...
- First Paid Job
- When to withdraw 457$
- FERS Disability Retirement converting to FERS Regular Retirement at 62
- Early Experience with Schwab HSA?
- xfer roth from td ameritrade to fidelity
- Charitable Causes
- In the middle of a 401K rollover-question
- I've had it...
- Am I working too much?
- TD Ameritrade / Schwab
- 2026 tax brackets
- Federal income tax payment via wire transfer
- medicare and social security
- Appointing Successor Trustees
- Expense Tracking App
- What to do with Cash Balance Pension
- At What Age Do You EXPECT Your Nest Egg $ To Peak?
- What a $5 Million Retirement Looks Like
- Living Trust Question
- Gift a 529 Plan
- How do I know if I need a medicare premium adjustment
- Simple question about first RMD
- SIPC question for 401k & other accounts
- Is SPLG a good enough ETF for S&P500?
- Should I stay or should I go now? This indecision's buggin' me.
- Social Security COLA 2024
- questions about vanguard secondary market CDs
- Vanguard Business Accounts?
- IRMAA & Tax Rates & Roth
- The 6 Most Common Retirement Income Sources
- Contributing to both TSP and 401(k)
- Option offer for land purchase
- Yet another RMD question
- Oh no! JPMorgan 4% rule fears
- Taxable Account - VGSH vs Buying Short Term Treasuries
- Asset Location Investing Based on Type of Account
- Banks & Credit Cards, how to consolidate ??
- What would happen if one ran out of $ later in life?
- Are you taking care of your elderly parent(s)?
- SS for surviving spouse
- SS Benefits Claim Error - trying to help a friend
- Wealth Accumulation
- Cash on the way out
- Going From Mutual Fund Only to Brokerage a Bit of a Nuisance For Me
- Transition Private PPO Medical to Medicare
- Post tax portion of Inherited IRA
- Vanguard, Fidelity or Schwab?
- HSA withdrawals in lump sum - documentation
- Tax rules for inherited Iras
- 401k rollover to IRA what to invest? New Job
- Personal GAAP - CapEx, OpEx
- J&J
- Cash in Lump Sum or Leave it Until Better Rates?
- Confirming understanding of IRA to HSA Contributions
- Reintroducing Myself & Looking for Advice
- Deceased sister's home sold - thoughts on what to do with proceeds?
- Sell I Bonds....or not?
- Poll:Do you Own your home outright?
- Software for optimizing things like Roth conversions?
- Buyer Beware
- Revisiting the Quicken vs. Moneydance discussion
- Does Distribution from Inherited IRA Count Towards RMD?
- Forgive debt or not?
- Proper ways to donate anonymously
- Steps to apply for SS
- Are these the proper steps to leave Vanguard with Sep and Cd's?
- renters for life a question
- Any Retirement Calculators That Include Taxes?
- What Happened to the Fidelity Retirement Planner Score
- Good explanation of RMD's and SECURE Act
- Scam or Legit?
- Crazy quartly increase
- Should I get a QLAC?
- How to deal with cash money?
- To feel ‘comfortable,’ Americans think they need... nearly $1.3M for retirement
- Tax bucket Allocation At 35
- Fidelity Retirement Planner Analysis Question
- Going into business for tax deductions
- Depressing Thoughts about Retirement
- Social Security Max monthly benefit
- PSA:Mobile check deposits up to $500k
- So called "Credit Card Competition Act"
- Would you buy this home in our situation?
- Asset allocation for retirees with pension and social security
- How safe is a severance offer?
- Determining tax consequences of an inherited annuity
- RMD calc if you are the 10y younger spouse?
- 401k Rollover and Part-Time Work
- Credit Card question?
- Am I thinking about bonds the right way?
- 401K or IRA?
- International Investing....why?
- Question re: retiree withdrawing from TSP early penalty
- Poll: FOMC Interest rate speculation for July 25th & 26th.
- Vanguard Struggles to Win Over the World
- How are our finances doing in retirement ?
- CHASE Mortgage - HORRENDOUS experience.
- Buying Gold?
- I think I know, but...
- Vanguard with Yubikey is pointless
- Updated IRMAA estimates for 2025
- Is 3 months' worth of expenses as EF enough for a new homeowner?
- Calculating the Present Value of Your Pension
- Treasury Direct
- Experian is both frozen *and* not frozen...
- current best options for short-term fixed income
- another dumb Social Security question
- Dave Ramsey Show and FIRE Caution.
- Sold Bond Funds at a loss of $ 9000, what now ?
- Trying to understand bond funds
- 1st distribution for consumption
- Money Market Funds
- Financial Advisor
- Inspirational videos for those considering one more year.
- Tony Robbins suggests TIPS
- Custodial Roth IRA for minor children W-2 and non W-2 earnings contribution question
- How to Use Your HSA Account in Retirement?
- The Four Pillars Second Edition
- Cramer Gem
- Fixed Income Investing II
- Pay It Off Or Stretch It Out?
- Cash for large expense: Money market @ 5%, or Sell bond funds for a tax loss?
- How do I know my purpose for bonds?
- Corporate and Agency GSE Bond DEALS and NEW ISSUES
- Fidelity HSA Transfers takes 20 days?
- Role of Financial Consultant at Discount Brokerages
- Pre filled " Buckets" - overkill?
- DQOTD: RMDs before Roth Conversion Rules?
- BRIC
- Should I Do A Roth Conversion Tutorial
- Final year...401k strategy
- Roth Conversions IRMAA, SS Tax
- FHLB Bonds vs Treasury Bill for Short Term Investment
- Why are mortgage rates such a big deal?
- Fixed Income Investing
- IRA - CD Ladder vs Treasury Ladder question
- Roth Conversions - Or Not
- Umbrella Insurance Question
- VMMXX > Ally > VMFXX
- Getting an Amazon Prime VISA nets you a $200 Gift Card
- Pssst! What else?
- Credit Card Credit Limit Lowered After Using Card
- TIAA annuity income
- I thought I understood opensocialsecurity.com ...
- Rant on Capital One
- Do we have everything covered to avoid probate?
- Vacation home considered part of your retirement assets?
- Poll: Total Income from SS & Pensions (Not Nest Egg or Retirement Withdrawals)
- "authorized user" on a credit card and holder does not pay it.
- Vanguard Cash Deposit (New Feature)
- DQOTD: T Bill Maturity Date?
- Married to foreigner (Nonresident alien), IRS question
- Any other eTrade clients?
- Bridging to SS with a TIPS ladder
- More people are working in their 80s
- the book "die with zero"
- Do you think we are ready?
- SS at 62, FRA and 70 Discussed - Pros and Cons
- Bond sell vs hold
- Lonely soul beneath the shine of wealth.
- Hello, Early Retirement community!
- Vanguard Nest Egg Calculator
- What am taxes?
- Fidelity, Vanguard, Gov't Networth and retirement numbers are wrong?
- Dropped from having a Fidelity named advisor
- Where put money budgeted for lumpy expenses
- How did you decide on your investment strategy?
- If you live in or near New York, CitiGold checking account is awesome
- I May Have Lost My Mind
- Empower/Personal Capital Aggregation
- interest payments
- International FA needed
- Wrong state tax withheld by employer
- Bob Brinker just called it quits! Marketimer is gone!
- When Is A Retiree Considered Wealthy?
- Selling Rentals with Installment Sale
- Quarterly taxes on taxable brokerage account
- Credit Cards for 18 year old?
- PayPal Rewards
- Is it enough? Is it ever enough?
- I Missed June Estimated Tax Payment
- How much can you safely spend in retirement?
- Should I make FIDO Brokerage account joint
- I got booted out of FZDXX
- Poll: Do You Use Cash Apps (e.g. Venmo)?
- Checking my SS account, amount stable for 7 months ?
- Making a quarterly tax payment using EFTPS
- Simple SS First Year Question
- Wisconsin members – quarterly dates
- transferring roll-over IRA
- Firecalc - Portfolio composition section
- Roth conversion and income the year prior to ACA coverage
- Roth convert 500k - tax only 125k
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