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  1. Do I need to Paper File if I Recharacterize?
  2. ER with young kids
  3. 401K Rollover question & Accessing it at 55 yrs old penalty free
  4. Financial Insecurity and Mental Illness
  5. What Percentage in Portfolio would you do
  6. Exemption from Social Security taxes
  7. Tax: Can you deduct medical expenses if on parent policy ?
  8. Estate planning
  9. Executor of Living Trust/Will requirements
  10. Does our portfolio help anyone else?
  11. Final review
  12. leave it to nephew
  13. Dividend reinvestment or core account?
  14. Where to send pension payments?
  15. FA's & Fp articles
  16. iORP Retirement Spending Models
  17. TurboTax It's Deductible
  18. Question About Continuing With Fund Outside IRA
  19. RRSP (Canadian) withdrawal process and options
  20. Municipal Bonds
  21. Treasury Direct Info Request
  22. Rungs on the bond ladder
  23. RMD and after-tax(taxable) investing at Vanguard
  24. Fidelity "Bonus" for Transfer and Unknown to Me After Tax Rollover of Excess 401K
  25. Laid Off - Keeping ER on Track
  26. Single Income or SWR With Significant Other?
  27. Stay in VBIAX fund after retirement?
  28. Mortgage refinance - Which rate would you choose?
  29. Questions on my first time having to file 1040X
  30. ? WEP - no pension
  31. ? About deducting healthcare expenses
  32. Roll Pension or Take Annuity
  33. 1MM advice from the wise?
  34. Looking for comparative info on annuities
  35. Tax prep cost
  36. A pension domino falls
  37. Peak Inflation in Retirement
  38. Missing CC Offers
  39. Reverse Mortgage
  40. What mortgage number to use in retirement modelling
  41. Pension Before 59 1/2?
  42. This will force me to retire FOR SURE
  43. Matson Money
  44. Pro-rating Pre / Post Tax IRA withdrawals
  45. Kemper Insurance?
  46. Harder than I thought it would be
  47. A Google Sheets Toolbox
  48. Understanding correctly?
  49. Thoughts on diversifying investments
  50. Is today the day for 20K ?
  51. Retirement Excel Spreadsheet OR Website
  52. Capital gains tax
  53. Wealth creating strategies
  54. Rollover IRA balance over SIPC limits
  55. Mortgage Life Protection Insurance
  56. Borrow Just Before Retirement
  57. Moving 403b to an IRA
  58. Mint.com Alternatives
  59. Which tax form to report a lump sum distribution from non-qualified def comp plan?
  60. Business 401k - Vanguard
  61. 2017 tax and beyond
  62. Lost Opportunity Video
  63. budgeting one time yearly expense
  64. Chase checking and online bill pay of Chase credit cards.
  65. Behavioral Finance-Anne Tergesen Article
  66. Dealing with Trad IRA tax rate & early withdrawal penalty
  67. 2017 budget based on 1998 spending
  68. Pulling the Plug
  69. Advice if you have itů HELOC in Maryland
  70. What triggers the 0% balance transfer offer
  71. Indexed technology investments?
  72. Current Moneydance users
  73. 72t withdrawal from IRA and Roth IRA coversion at same time?
  74. Roth conversion date for tax purposes
  75. 3-PEAT Retirement Withdrawal Strategy
  76. School me on 401k in service withdrawals
  77. Where to Park $400K for a Year?
  78. Will my Husband collect any SS?
  79. Estate Distribution 12+ Years From Now
  80. Roth/IRA tax question
  81. Financial Pros/Cons of being Married/Single in Retirement
  82. UK a great place for Americans to retire.....if you can get in
  83. Assets of 90 Year Old Relative; Your Opinion Please...
  84. Why not paper-file taxes?
  85. Absolute Return Solutions.....?
  86. how much to withdraw from ira (RMD)
  87. Tax on Social Security
  88. Financial Personality Types
  89. Qualified Dividends
  90. Question: Whole Life and PUA Policies
  91. Save money in a way most don't know about
  92. Military exchange shopping for veterans
  93. Tax Year For December Social Security Payment
  94. Sobering Stats
  95. Blank Checks From Multiple Credit Cards
  96. Arrrgh the f#*&$!@ financial industry is so intentionally opaque
  97. It happened in Australia
  98. Products that are worth the money
  99. When to pull the pension trigger
  100. Should have moved annuity over sooner
  101. 401K - Early Withdrawl with no Penalty
  102. Thoughts on Short-Term Reserves
  103. Long time since
  104. Does PIA change, given no additional wages?
  105. divorce affecting FIRE plans
  106. Amazon Prime 5% cash back cc
  107. New CC Approval Easier Then Expected
  108. How To Save For A House?
  109. Kitces: An interesting exploration of the increase in life expectancy
  110. Lump sum of 500K or $3500 PM @ age 65
  111. Different Roth contribution question
  112. Can I roll over my after tax IRA $ into a Roth?
  113. Possible rule change for inherited IRA's
  114. DIFFERENT mortgage payoff question
  115. Year by year pre-FIRE checklist
  116. Anyone Incorporate their trading / investment account?
  117. Leave Kids Life Insurance, IRA, or other
  118. Variation on ROTH horse race conversion method
  119. Poll: Retirees, do you keep your Excess Withdrawal? Or Spend it?
  120. Roth conversion projected benefit
  121. Another Do Your Own Tax Question
  122. Turbo Tax Confusion
  123. RMD nuts and bolts
  124. 401K Contributions in the year of FIRE
  125. Should I contribute to my IRA
  126. iOrp and Roth Conversions
  127. Backdoor Roth now or wait to see if MAGI qualifies for typical Roth
  128. Interesting equity return "predictor" - Household Equity Percentage
  129. SP500 moves off major lows
  130. Taxable long-term disability benefits received prior to minimum retirement age
  131. 2017 goal: maximize ACA credits or Roth conversion?
  132. Stable Value Fund Rates
  133. Tax Prep DIY
  134. What Home & Auto Insurance Coverage Do We Really Need?
  135. Spending down IRA in retirement
  136. What will the death of the Stretch IRA do to markets
  137. Life Expectancy (redo)
  138. Whole Life Insurance
  139. 2016 Income Tax Status
  140. Discretionary spending % in retirement
  141. CD laddering in rising rate environment
  142. Another rant about taxes
  143. Late retirement annuity?
  144. Annuity Options I Never Considered...
  145. Debt and GDP question
  146. Tax advanted fund in a Roth?
  147. New year, new AA
  148. The Champions of the 401(k) Lament the Revolution They Started
  149. Closet Indexes
  150. 2017 YTD investment performance thread
  151. SWR another 6.5+ million calculations
  152. RMD from Inherited IRA
  153. The Champions of the 401(k) Lament the Revolution They Started
  154. Survivor benefit or Life Insurance?
  155. Running out of money?
  156. Is being "over" working justification enough?
  157. Sobering Probabilities
  158. Need a new credit card
  159. Nice Little Run
  160. Ways of financing a second home (Snowbirding)
  161. Senate Finace Committee Votes 26-0 to Kill Stretch IRA
  162. 2015 YTD performance thread
  163. Shopping Around for Insurance
  164. Pension Adjustments
  165. Question re: SSAnalyze - Bedrock
  166. TT Deluxe FREE for military
  167. Vanguard total intl bond index - vtabx
  168. Deliberate Roth conversion with no earned income?
  169. Roth IRA conversion not worth is because higher SS tax ?
  170. Questions about conversion of after-tax 401k to Roth IRA
  171. Exposure to debt
  172. Poll: What proportion of your portfolio is due to market growth ?
  173. Is there any thread or poll where we stand
  174. Pls Confirm: Can I recharacterize Roth after Jan 1 to get 2016 ACA Subsidy?
  175. I just realized I've doing my WR calculations incorrectly
  176. Investments
  177. Indexed Universal life
  178. FireCalc Bernicke Reality Retirement Plan
  179. 403b to 401a or 457b or tIRA ?
  180. Roth conversion tax savings vs market
  181. Tree removal a deductible expense?
  182. ER Forum Dinner in January for Wash DC area
  183. Interest rates in the next few years
  184. Losing Money When Decluttering?
  185. LTCG 2016 vs. 2017?
  186. Retirement Math Logic
  187. Net worth calc
  188. Lump sum investment and Tax strategy ?
  189. Started Social Social Security at age 62 but my break even date is well into my 80s
  190. IRA to HSA tax free
  191. Cost to Heat Your House
  192. Pension Survivorship Options?
  193. Another ROTH Question
  194. ER Forum Dinner Get Together for Xmas
  195. Discount Brokers Free Services
  196. Vanguard Advisor Rant
  197. As if human FAs weren't enough
  198. Alteratives to Wellington?
  199. Online tax prep sites - thoughts?
  200. HSA Catch Up Contributions
  201. Capital gains, Dividends....
  202. Taxes: Going over the 15% bracket due to LT Cap Gains
  203. Medical Deduction vs. HSA
  204. Escaping US Credit card debt by moving abroad
  205. Can I withdraw IRA $ at 59 1/2if I'm still working?
  206. GOP plan to cut SS
  207. Unplanned Roth Conversion and Taxes
  208. "Your New Benefit Amount" SSA says
  209. Is a civil settlement taxable?
  210. Credit Card Debt
  211. Revenue Streams and Asset Allocation
  212. WhooHooo! Signed up for SS today!!
  213. Taxes... those damn taxes!!
  214. PBS Tonight 8PM "Moneytrack Money for Life"
  215. Very small networth when ER ?
  216. Free Turbo Tax Premier available on Fidelity
  217. Lowering Tax Liability in December
  218. Fidelity Greenline Forum
  219. RMD Question
  220. Roth rollovers: 403b vs 457 vs IRA?
  221. Anyone else waiting for pension eligibility?
  222. Puzzling over inflation in the next 30 yrs.
  223. Tax Planning Strategy question
  224. Has Anyone Tried PeerStreet?
  225. Poll: What % of net-worth do you still have to pay tax on?
  226. The Future Of SS & Medicare Up in the air... Maybe?
  227. Poll:Tax advantage % of net worth
  228. Opinions regarding the future of US dollar as World Reserve currency
  229. IRMAA La Not-so-Douce
  230. Help me understand how to negotiate a car lease
  231. Duration Risk
  232. Market for Rewards Cards "Overheated"?
  233. 401k NUA Tax Strategy
  234. Looking for input from the brightest minds on the Internet!
  235. TurboTax: Deluxe vs Premier
  236. Declining life expectancy
  237. Creditkarma offering free fed and state tax filing for 2016 (including e-file)
  238. total estimated capital gains
  239. Taxable Accounts and Taxes
  240. Question about Morningstar Reports
  241. fidelity full view and vanguard
  242. When to jump in?
  243. Employer converting employees to self-employed and huge tax hit
  244. Roth Conversions at 15% or 25% Tax Bracket?
  245. Thank you for the Fido Promo Info
  246. Poll:Your SEPP thing
  247. Need some input (Help)
  248. Seeking Help on Unusual Social Security Situation
  249. Help: Roth Conversion with some After Tax content
  250. Is Dallas the next Detroit?