- Market high-would you pay off mortgage?
- Retirement Calculators Revisited
- New Milestone - $300,000
- Another Dumb Social Security Question
- Anatomy of a bull market
- How to explain FIRE to (soon) ex-coworkers
- Had to rebalance for the first time
- Pension Lump or Annuity? (and Firecalc Investigation)
- Path to FIRE, only one problem
- TaxAct - major price increase
- Turbo Tax Deluxe 2016: Anyone Else Having Problems With ‘Estimated Tax Payment’ Entry
- Yet another withdrawal strategy thread
- Recession's Mark on Millennials
- Reduced SS take home amount question
- SS Maximum contribution
- Sell Mutual fund and taxes
- What would you do?
- Leaving assets to heirs...better taxable accounts versus IRA's?
- Update - Sort of
- TD Bank phones out for days
- Trying to make lemonade out of lemon -- what to do with a variable life policy
- Practical estate question
- Interesting Vanguard Article on Actively Managed Funds
- Fidelity allows payments with insufficient funds
- Military SBP, qualified plan?
- Social Security question for ya....
- the Estate "Death" Tax
- Not putting my money in PenFed
- 403b Mutual of America vs. Taxable
- Defending against Elder Fraud
- Home Sale Question
- How Does the Level of Household Savings Affect Preference for Immediate Annuities?
- Retirement - 3% - 4% Withdrawal
- Rental Real Estate Surprises
- The horse has left the barn on the fiduciary rule
- Taxable vs Tax Advantaged Retirement Savings
- Best option for small inheritance?
- Benefits of lower income vs tax gain harvesting
- Questions about Vanguard ETFs
- Update to: Another "Can I retire yet" post
- Purchase Additional Pension Service Credits?
- how to ladder-up withdrawls?
- tax software gripes
- Do I need to Paper File if I Recharacterize?
- ER with young kids
- 401K Rollover question & Accessing it at 55 yrs old penalty free
- Financial Insecurity and Mental Illness
- What Percentage in Portfolio would you do
- Exemption from Social Security taxes
- Tax: Can you deduct medical expenses if on parent policy ?
- Estate planning
- Executor of Living Trust/Will requirements
- Does our portfolio help anyone else?
- Final review
- leave it to nephew
- Dividend reinvestment or core account?
- Where to send pension payments?
- FA's & Fp articles
- iORP Retirement Spending Models
- TurboTax It's Deductible
- Question About Continuing With Fund Outside IRA
- RRSP (Canadian) withdrawal process and options
- Municipal Bonds
- Treasury Direct Info Request
- Rungs on the bond ladder
- RMD and after-tax(taxable) investing at Vanguard
- Fidelity "Bonus" for Transfer and Unknown to Me After Tax Rollover of Excess 401K
- Laid Off - Keeping ER on Track
- Single Income or SWR With Significant Other?
- Stay in VBIAX fund after retirement?
- Mortgage refinance - Which rate would you choose?
- Questions on my first time having to file 1040X
- ? WEP - no pension
- ? About deducting healthcare expenses
- Roll Pension or Take Annuity
- 1MM advice from the wise?
- Looking for comparative info on annuities
- Tax prep cost
- A pension domino falls
- Peak Inflation in Retirement
- Missing CC Offers
- Reverse Mortgage
- What mortgage number to use in retirement modelling
- Pension Before 59 1/2?
- This will force me to retire FOR SURE
- Matson Money
- Pro-rating Pre / Post Tax IRA withdrawals
- Kemper Insurance?
- Harder than I thought it would be
- A Google Sheets Toolbox
- Understanding correctly?
- Thoughts on diversifying investments
- Is today the day for 20K ?
- Retirement Excel Spreadsheet OR Website
- Capital gains tax
- Wealth creating strategies
- Rollover IRA balance over SIPC limits
- Mortgage Life Protection Insurance
- Borrow Just Before Retirement
- Moving 403b to an IRA
- Mint.com Alternatives
- Which tax form to report a lump sum distribution from non-qualified def comp plan?
- Business 401k - Vanguard
- 2017 tax and beyond
- Lost Opportunity Video
- budgeting one time yearly expense
- Chase checking and online bill pay of Chase credit cards.
- Behavioral Finance-Anne Tergesen Article
- Dealing with Trad IRA tax rate & early withdrawal penalty
- 2017 budget based on 1998 spending
- Pulling the Plug
- Advice if you have it… HELOC in Maryland
- What triggers the 0% balance transfer offer
- Indexed technology investments?
- Current Moneydance users
- 72t withdrawal from IRA and Roth IRA coversion at same time?
- Roth conversion date for tax purposes
- 3-PEAT Retirement Withdrawal Strategy
- School me on 401k in service withdrawals
- Where to Park $400K for a Year?
- Will my Husband collect any SS?
- Estate Distribution 12+ Years From Now
- Roth/IRA tax question
- Financial Pros/Cons of being Married/Single in Retirement
- UK a great place for Americans to retire.....if you can get in
- Assets of 90 Year Old Relative; Your Opinion Please...
- Why not paper-file taxes?
- Absolute Return Solutions.....?
- how much to withdraw from ira (RMD)
- Tax on Social Security
- Financial Personality Types
- Qualified Dividends
- Question: Whole Life and PUA Policies
- Save money in a way most don't know about
- Military exchange shopping for veterans
- Tax Year For December Social Security Payment
- Sobering Stats
- Blank Checks From Multiple Credit Cards
- Arrrgh the f#*&$!@ financial industry is so intentionally opaque
- It happened in Australia
- Products that are worth the money
- When to pull the pension trigger
- Should have moved annuity over sooner
- 401K - Early Withdrawl with no Penalty
- Thoughts on Short-Term Reserves
- Long time since
- Does PIA change, given no additional wages?
- divorce affecting FIRE plans
- Amazon Prime 5% cash back cc
- New CC Approval Easier Then Expected
- How To Save For A House?
- Kitces: An interesting exploration of the increase in life expectancy
- Lump sum of 500K or $3500 PM @ age 65
- Different Roth contribution question
- Can I roll over my after tax IRA $ into a Roth?
- Possible rule change for inherited IRA's
- DIFFERENT mortgage payoff question
- Year by year pre-FIRE checklist
- Anyone Incorporate their trading / investment account?
- Leave Kids Life Insurance, IRA, or other
- Variation on ROTH horse race conversion method
- Poll: Retirees, do you keep your Excess Withdrawal? Or Spend it?
- Roth conversion projected benefit
- Another Do Your Own Tax Question
- Turbo Tax Confusion
- RMD nuts and bolts
- 401K Contributions in the year of FIRE
- Should I contribute to my IRA
- iOrp and Roth Conversions
- Backdoor Roth now or wait to see if MAGI qualifies for typical Roth
- Interesting equity return "predictor" - Household Equity Percentage
- SP500 moves off major lows
- Taxable long-term disability benefits received prior to minimum retirement age
- 2017 goal: maximize ACA credits or Roth conversion?
- Stable Value Fund Rates
- Tax Prep DIY
- What Home & Auto Insurance Coverage Do We Really Need?
- Spending down IRA in retirement
- What will the death of the Stretch IRA do to markets
- Life Expectancy (redo)
- Whole Life Insurance
- 2016 Income Tax Status
- Discretionary spending % in retirement
- CD laddering in rising rate environment
- Another rant about taxes
- Late retirement annuity?
- Annuity Options I Never Considered...
- Debt and GDP question
- Tax advanted fund in a Roth?
- New year, new AA
- The Champions of the 401(k) Lament the Revolution They Started
- Closet Indexes
- 2017 YTD investment performance thread
- SWR another 6.5+ million calculations
- RMD from Inherited IRA
- The Champions of the 401(k) Lament the Revolution They Started
- Survivor benefit or Life Insurance?
- Running out of money?
- Is being "over" working justification enough?
- Sobering Probabilities
- Need a new credit card
- Nice Little Run
- Ways of financing a second home (Snowbirding)
- Senate Finace Committee Votes 26-0 to Kill Stretch IRA
- 2015 YTD performance thread
- Shopping Around for Insurance
- Pension Adjustments
- Question re: SSAnalyze - Bedrock
- TT Deluxe FREE for military
- Vanguard total intl bond index - vtabx
- Deliberate Roth conversion with no earned income?
- Roth IRA conversion not worth is because higher SS tax ?
- Questions about conversion of after-tax 401k to Roth IRA
- Exposure to debt
- Poll: What proportion of your portfolio is due to market growth ?
- Is there any thread or poll where we stand
- Pls Confirm: Can I recharacterize Roth after Jan 1 to get 2016 ACA Subsidy?
- I just realized I've doing my WR calculations incorrectly
- Investments
- Indexed Universal life
- FireCalc Bernicke Reality Retirement Plan
- 403b to 401a or 457b or tIRA ?
- Roth conversion tax savings vs market
- Tree removal a deductible expense?
- ER Forum Dinner in January for Wash DC area
- Interest rates in the next few years
- Losing Money When Decluttering?
- LTCG 2016 vs. 2017?
- Retirement Math Logic
- Net worth calc
- Lump sum investment and Tax strategy ?
- Started Social Social Security at age 62 but my break even date is well into my 80s
- IRA to HSA tax free
- Cost to Heat Your House
- Pension Survivorship Options?
- Another ROTH Question
- ER Forum Dinner Get Together for Xmas
- Discount Brokers Free Services
- Vanguard Advisor Rant
- As if human FAs weren't enough
- Alteratives to Wellington?
- Online tax prep sites - thoughts?
- HSA Catch Up Contributions
- Capital gains, Dividends....
- Taxes: Going over the 15% bracket due to LT Cap Gains
- Medical Deduction vs. HSA
- Escaping US Credit card debt by moving abroad
- Can I withdraw IRA $ at 59 1/2if I'm still working?
- GOP plan to cut SS
- Unplanned Roth Conversion and Taxes