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  1. 100% stocks? Why?
  2. For the people that are here in seriousness
  3. State Refund Taxation Question
  4. Vanguard California Intermediate-Term Tax-Exempt Fund Admiral Shares (VCADX) anyone ?
  5. Bond funds
  6. A long term DJIA growth rate thought experiment?
  7. another 55 rule question
  8. Class of 2010
  9. A retrospective apology from me to millions of people out there
  10. Wash sale questions -- "moving" stocks from one account to another
  11. A Senior Bail Out?
  12. Money Market & CD safety
  13. Catching a falling knife or Rebalancing?
  14. Dow Futures -1041 after Fed cut to zero .. 0 rate priced in
  15. Fed cuts interest rates to Zero
  16. Withdraw from IRA when building a home?
  17. Roth IRA conversion with underwater assets?
  18. Understanding Intermediate Treasuries
  19. “Only when the tide goes out do you discover who’s been swimming naked.” - Warren Bu
  20. Tax Loss Harvesting
  21. Deploying Cash
  22. When does AA = Greater Fool Theory?
  23. Roth allocation
  24. Umbrella Policy for Rental Home or in General..Needed?
  25. Friday the 13th DOW shenanigans
  26. Down 13.7%, Cash & CD's - 4 yrs
  27. market advice for elderly parents
  28. Buying Flights - What if airline goes BK?
  29. Tell me about Roth conversions in this bear market
  30. Inherited IRA for a child
  31. Why Are You Worried If FIRECALC Says 100% Success
  32. What is happening with HY Muni Bonds today? Tracking down 14%
  33. TLH within 30 days in this market
  34. Retiring in a bear or Recession Market
  35. Personal Capital Income Accuracy & Mortgage Advice
  36. The Bear Finally Came Out of Hibernation
  37. Question on living expense withdrawals
  38. House sale money, use it again in 2-3 years?
  39. Any reason to keep an IRA account open?
  40. Tax Question: Annualized Income
  41. mom considering buying a condo. sister will rent. mortgage or no ?
  42. Does Anyone Else Wish We Would Enter a Bear Market?
  43. re-think end date due to market ??
  44. Question about how much dividends fall during recesssions
  45. Trying to play it safe
  46. retiring - please hold my hand...
  47. RMD Now Or Later in Year?
  48. Make It Stop!!!!!
  49. Monday 3-9-2020 will be interesting...
  50. step up basis
  51. A Decent Video for Roth Conversion Fence Sitters
  52. ira rollover
  53. Whole life questions - double check my understanding
  54. 529's and Student Loans
  55. rebalance bands
  56. When Rates Head Towards Zero
  57. Social security question
  58. My Previous Employer Asked Me If I Would do Contract W*rk for Them; Should I?
  59. To mortgage or not to mortgage?
  60. rental property
  61. I’m getting a mortgage
  62. Emotional Support for Recent Early Retirees
  63. Thoughts about selling my rental and buying reits?
  64. IRA Rollover Question
  65. Managing Sinking Funds
  66. Can I Avoid Capital Gains on Sale of Second Home?
  67. New SS newsletter
  68. Now a Good Time to do Roth Conversion?
  69. Capital One credit card alerts stopped
  70. Rolling a 401k into an IRA questions
  71. Inherited IRA Distributions
  72. Does rebalancing daily yield the same outcome as rebalancing yearly?
  73. Biggest Single Day Gain for DJIA!
  74. Have You Bought Equities In Withdraw Phase
  75. Might be Time to Refinance
  76. Credit Card Signature
  77. How much do you invest when the market is down?
  78. Covid-19 and healthcare workers (over 50)
  79. Pet Meds—lowest cost Revolution?
  80. Nervous, want to keep 2020 retirement plan. I am not objective, please comment?
  81. Better off after February!
  82. Vanguard is going downhill
  83. Social Security Earnings Record
  84. NUA guidance... Fidelity Investment Center?
  85. Can I be excluded from a voluntary early retirement plan?
  86. Roth Conversion - not worth it?
  87. Did I miss the "whee"???
  88. Started nibblin
  89. More Roth conversion questions...
  90. Apple Pay - Finally
  91. Roth conversions in down market or up market?
  92. Bond fund question that I'll ask my accountant, too
  93. Advisor Suggested Annuities?
  94. Institute for Supply Management/ISM
  95. When Do You File Your Tax Return? (Trivia)
  96. Timely Tax Loss Harvesting Question
  97. This time is different!!
  98. Retired with only 300K in ML/ split 60/40
  99. Hard for a single to live on 40K + SS?
  100. Borrowing from IRA
  101. Spending down and taxes
  102. Where Do You Get Cash? I’m confused...
  103. Accidental Market Timing
  104. A Tale of Two Puzzles
  105. Moved money from stocks to guaranteed today.....good idea?
  106. Credit Card canceled for non-use
  107. Anyone has Allianz 222?
  108. Heloc
  109. SS Survivor Benefit for Non-US Citizen, Lives Abroad
  110. COVID-19 -based going to cash jitters?
  111. what software for tracking spending and income throughout the year?
  112. Pralana Retirement Calculator
  113. More Expensive Home Purchase After FIRE
  114. Too late to start Roth Conversions?
  115. Capital gains on sale of 2nd home
  116. Take loan to avoid tax hit? And meaning of FIRECALC Ending Portfolio
  117. Final Return for deceased
  118. Roth Conversions... When to stop?
  119. Ensuring a proper Estate dissolution
  120. Quicken Mobile or No Mobile?
  121. NonGovt 457B or Taxable
  122. Money for the Rest of Us Spreadsheet
  123. 1040 Tax Question
  124. Safer ROTH alternative for market downturn?
  125. Anyone Invest in Dimensional Funds?
  126. Tax question and using quicken
  127. IRMAA, tIRA, limits & rules questions
  128. Qualifying for an ACA subsidy
  129. IRS Form 8606 - need help please
  130. Strategies for Spare Credit Card
  131. Am I the only one who doesn't fret about taxes too much?
  132. It's worth a try
  133. Vanguard Digital Advisor
  134. FA After One Year - 2019 Update
  135. investments for retiree
  136. Roll UTMA to Roth ?
  137. Inherited IRA/Roth Conversion
  138. Social Security Survivor's Benefits
  139. Accuracy of Social Security Estimates?
  140. Sequence Risk
  141. Still Waiting for my annual IRS Identity PIN
  142. Ask for cash back from Amazon card
  143. My first bad experience at Fidelity
  144. Excess Roth contribution question
  145. Annual Roth Conversions All at Once Early? Late? 4 Equal Pymts?
  146. My Own Retirement Calculator
  147. Max 401k before I go or not
  148. Another Roth conversation question
  149. 2019 Citibank Bonus 1099 Dilemma ?
  150. 61 with 1.9m. can i still go moderate allocation?
  151. Helping My Daughter with her Retirement Account
  152. Health Insurance Premiums in LLC
  153. HRBlock filing error
  154. Is there a law regarding when 1099's are due?
  155. zero personal income tax in FIRE
  156. Selling house - where to keep the cash?
  157. $764,000,000,000...Will you get your cut this year?
  158. Roth backdoor: can I roll after tax $ and earning separately?
  159. Getting my buckets in order
  160. Settling an Estate
  161. Vanguard
  162. What percentage of your wealth is in a safe fund such as bonds or cash?
  163. iORP and Roth Conversion questions
  164. ROTH conversion in Turbo Tax
  165. Anyone consider getting a mortgage in retirement?
  166. Kids moving out impact on FIRE spending
  167. Proposed New Retirement Product from Fidelity
  168. Are some of you at the minimum asset allocation and are you at comfortable with that?
  169. When will Form 8606 be available?
  170. So you get 100% in Firecalc .. but are you comfy with your lowest minimum balance ?
  171. Fired before I'm FIRE ...
  172. Mid 50's or younger... are you counting on Social Security?
  173. Prop 60 CA - sale of primary residence
  174. Buying House - Cash or Mortgage - What Would You Do?
  175. Asset allocation after the sale of a business
  176. Pension-Lump sum, COLA/Non-COLA annuity
  177. Weird dilemma
  178. Self Employment and Social Security Benefits
  179. What a mess with unreported income
  180. Link to bucket method for withdrawing income at 59 1/2.
  181. Deferred Sales Trust - Anyone w/ personal experience?
  182. Wellington & Wellesley...
  183. Should I buy a new house?
  184. Question for Chase Private Clients
  185. Roth Conversion Taxes - Perspective (I Needed)
  186. CAPE10: Observations and Graphs
  187. Unexpected changes in post-retirement expenses
  188. Depositing checks online WITHOUT phone apps
  189. Zero percent card deals?
  190. Am I missing/overlooking something ?
  191. Now that we're retired, what forum do we graduate to?
  192. $200K/ yr income, 58 yrs old and no retirement savings
  193. With 5 years left, where to put contributions?
  194. Recharacterizing a ROTH IRA
  195. Tax Software
  196. Tax Question...1099 R
  197. Nice drop of 15% Vanguard Vanguard Target Retirement Income Fund
  198. FIRE in 2029!
  199. Review my SS numbers?
  200. Tax Penalty in 2021?
  201. TurboTax Form 8995
  202. Help with Property Tax Appeal
  203. Dimensional Fund Advisors (DFA) - Any Opinions Good or Bad?
  204. What would you do? Yes ANOTHER SS When to Take Question
  205. Are variable annuities ever a good idea..
  206. First year w/o itemizing for taxes since 1985
  207. U2F Security Key and Vanguard
  208. Tuition/529 tax planning
  209. Coronavirus - Financial impact
  210. The old Social Security break even dilemma
  211. Investing Windfall into Market
  212. Not as bad as I thought.....
  213. Best way of Using Home Equity for Retirement?
  214. Got a call from my FA, good news or bad?
  215. IRA Withdraw in 2020 for 2019?
  216. Should I go against the math and pay off the mortgage early?
  217. recommended money market fun?
  218. Vanguard communication frustrating
  219. Age Based Asset Allocation for Early Retirees?
  220. More misleading mainstream media malarky
  221. If you haven't already, you need to Download the NEW 2020 SS Calculator
  222. feeling like a roth is a waste now
  223. 100K in Cash - Merrill Advisor Yelling At Me to Invest
  224. Fidelity Offers Fractional Trading of Stocks/ETFs
  225. Is it time to cut back on pre-tax savings?
  226. Rental Property and Taxes Question
  227. Fidelity Full View down with Safari?
  228. Under the secure act, do you have to take >
  229. Asset Allocation Changes - Which Bond Funds
  230. Estimating Retirement expenses and taxes?
  231. Solo 401K In Plan Conversion to ROTH 1099?
  232. Clunky system at Oakmark
  233. ROTH timing question
  234. Wisdom of lump-sum distribution of 457 plan and IRAs?
  235. Poll:What % of your retirement stash is Taxable vs IRA, tIRA, 401k or Equivalents?
  236. Account Withdrawal Strategies
  237. Asset Allocations in Roth and Traditional?
  238. TurboTax question. I didn't use them in '18
  239. Cash Resources
  240. In the weeds (for me) tax questions
  241. When would you retire?
  242. I'm 4.2 million richer!
  243. Social Security website down?
  244. Will Fed Lower Interest Rates Jan 2020?
  245. NFCU tIRA CD - How to fund?
  246. RIP Kobe Bryant
  247. Budget list
  248. How long until sequence of returns risk no longer a concern?
  249. Roth IRA withdrawals
  250. Where oh where should the money go?