- Roth rollovers: 403b vs 457 vs IRA?
- Anyone else waiting for pension eligibility?
- Puzzling over inflation in the next 30 yrs.
- Tax Planning Strategy question
- Has Anyone Tried PeerStreet?
- Poll: What % of net-worth do you still have to pay tax on?
- The Future Of SS & Medicare Up in the air... Maybe?
- Poll:Tax advantage % of net worth
- Opinions regarding the future of US dollar as World Reserve currency
- IRMAA La Not-so-Douce
- Help me understand how to negotiate a car lease
- Duration Risk
- Market for Rewards Cards "Overheated"?
- 401k NUA Tax Strategy
- Looking for input from the brightest minds on the Internet!
- TurboTax: Deluxe vs Premier
- Declining life expectancy
- Creditkarma offering free fed and state tax filing for 2016 (including e-file)
- total estimated capital gains
- Taxable Accounts and Taxes
- Question about Morningstar Reports
- fidelity full view and vanguard
- When to jump in?
- Employer converting employees to self-employed and huge tax hit
- Roth Conversions at 15% or 25% Tax Bracket?
- Thank you for the Fido Promo Info
- Poll:Your SEPP thing
- Need some input (Help)
- Seeking Help on Unusual Social Security Situation
- Help: Roth Conversion with some After Tax content
- Is Dallas the next Detroit?
- Being worth more at the end than the start
- What are your numbers?
- Seeking Info on TIAA Traditional Withdrawal Options
- Vanguard
- Is this reasonable? Roth to adjust income
- 3-step procedure for sustainable retirement savings withdrawals
- Start a 72t to save on Tax's?
- New Member who likes to play with future numbers
- Quicken Help Pane Problem
- Quitting cleverly?
- Equivalent Index Funds
- PenFed Certificates
- Dividends Historical Analysis
- Portfolio:Simple vs. Complicated
- It's official now......
- Has anyone here filed a restricted application for spousal benefits?
- Calculating ROTH conversion before end of year
- Bonds: Simple vs Complicated
- out of state capital gains tax filing
- online I bond calculator
- HSA account that is sipc
- LTC insurance
- Wire Transfer Fees
- Non-USA Citizens investing in USA Stock Market
- Poll:Percent of your cash+invested assets in cash?
- For those with both Roth and Traditional IRAs, asset types?
- Terminal Cancer and Guaranteed Issue Life Insurance
- Poll:Got a lot of cash?
- Got a lot of cash?
- How can I get a regular 3% monthly check from Nest Egg?
- Confused - MAGI and stock sales / LTCG
- When to sell Wellington and Wellesley
- 'Tis the season for Gift Card Discounts!
- 401K Max + catch up
- How Do You Answer Income Questions Once Retired?
- Turbotax 2016
- Medicare eligibility for spouse that never paid Medicare tax
- How to invest after-tax money. 401k after-tax?
- When will the clouds part and angels sing again?
- Time to buy stocks?
- For Book: Big Fraud Scheme
- Inflation impact
- Vanguard Advisor Recommendations -- thoughts?
- Leaving FA - Fund Transfer Questions
- social security guesstimate
- Question on quarterly tax payments
- Estimating OID on Treasury
- Mark your calendar for year-end fund distributions
- Amazon Prime on sale Friday
- LTC insurance – keep or drop
- Homeowner's insurance and umbrella on occasional-use second home
- Annuities
- Forced to withdrawal at retirement?
- Do you manage withdrawals to avoid AMT?
- For you concerned mortgage seekers
- Applying for SS Widow Benefits
- how much Roth conversion to make?
- Vanguard Preliminary Capital Gain Distributions
- Taxes after retirement?
- Decumulation Strategies for Canadian Retirees?
- IRA Withdrawal Strategy Questions
- Options Strategies to Protect Portfolio
- become a landlord or more index funds?
- Best credit card deals
- Foreign Transaction Fees...a First w/the Fidelity VISA card
- Tax Bracket Question
- Adjust Asset Allocation for Inflationary Environment?
- Is this AA a mistake right now?
- The Four Percent Rule
- cost basis after long term reinvest
- Seller/Listing agent vs Buyer agent
- Poll:2016 tax software ... or not
- How is Year to Date Return Different from 2016 Return?
- Tax GAIN Harvesting ?
- Timing and RMD
- Cash in without taxes?
- Steps/Moves: Lower Tax Rates for Next 4 Years
- Fraudulent charge on Fidelity Visa card :(
- My wake up call - last night
- May Be a Bloody Wednesday
- What will a HELOC cost? Other than interest?
- Buying model and leasing back
- Investing for Minimum Dividends/Interest
- FI but not red
- Costco CITI credit card
- ACA effect on retirement rates
- Leaving behind a spouse who is not an investor?
- RMD questions
- Older car: to fix or not to fix?
- Does a TOD account always have a stepped up basis for the beneficiaries?
- Merrill ends mutual fund sales in brokerage retirement accounts
- HSA max includes employer contribution or not?
- huh, conversion to Roth is earned income?
- Can an estate be a life insurance beneficiary?
- I-bonds November 2016
- Wellesley and Lump Sum
- HELOC or Reverse Mortgage?
- Starting SEPP's after I turn 55.
- Brokerage Account Limits & Protection
- Tax on your final dollar
- Mutual Fund Distribution Tool
- Ally Bank Deposit Agreement Update
- How to lower my investment income
- Laddered annuities
- Vanguard money market?
- Bond Question
- 2017 401(k) and IRA limits remain unchanged
- Mutual Fund Capital Gains During FIRE: Reinvest?
- "Parking" funds for 3-5 years
- ROTH Conversion Plan - Opinions?
- Loss of Vanguard's "Mobile Check" feature......
- i-ORP?
- i-ORP No Longer Includes Roth Conversion?
- Thoughts and concerns about a high SWR
- Fire SS reduction
- Different health insurance topic: International/traveler policies
- Pension Lump Sum adjustment- Actuaires
- Preview 2017 ACA plans now active
- TD Ameritrade to Acquire Scottrade Financial
- Living off of Roth & post-tax/cash accounts
- Stash of Cash?
- Should I relocate for more money or stay and pay off my house?
- 2017 AHC Open Enrolment
- Forced into taking pension by Nov 1st. 2016 ???
- Part timing it
- Cash back or points?
- paid off mortgage yesterday
- investing in CDs online
- SOA releases new mortality improvement scale
- HELOC vs. Margin
- pay off home or not?
- 401k Custodian Fees
- Cash out pension?
- Used cars, does the math work?
- Should I Stay With Marketplace Health Insurance or try to enroll in Medicaid?
- Anyone upgrade to Quicken 2017?
- Problem Accessing BogleHeads Forum?
- Property taxes by region
- top hat plan
- 401k starting mid-year
- Ponzi Pensions & Reality
- SS COLA & Medicare B Premiums
- FAFSA, to do or not to do
- Putting lump sum into IRA to avoid income tax ok?
- Tax question about Roth recharacterizations
- Pension Plan Lump Sum Payout
- Question on RMDs
- Carried Interest !
- Is this a crazy idea?
- Is it just me or Personal Capital loses its mind every now and again?
- For Those Planning to Sell Within 5 Years
- Quicken Planner Investment Problem
- Umbrella Liability Policy
- Nextgen credit card technology
- Finishing School, Overcoming Addiction, and Reaching Financial Indepdence
- Removing Retirement Money?
- Economy is sluggish because population is aging, Fed researchers say
- Strange credit card issue - should I ignore?
- Fee Only Advisor wants to use Schwab
- credit union cd
- Is something up that I'm missing?
- Credit Checks Efect On Credit?
- Annual Fee for HELOC?
- For the truly optimistic longevity planners...
- Reasons not to like Fidelity
- Kitces: A bond tent
- MMM Buys Brand New Nissan Leaf; "An Experiment"
- Senate Finance Committee Approves Bipartisan Pension Bills
- Anyone use Fidelity Professionally Managed Services?
- My investing strategy is a mess...
- Not a fan of Backdoor Roth IRA
- Bond/FI Allocation Changes?
- Year to year spending variation
- LTC insurance? Other options?
- Sweet spot for car upgrade
- inherited IRA(non-spousal) options
- Stockpiling parts
- Roth Conversion of In Kind Stock
- save for where you live?
- Anyone making any changes with upcoming election?
- Debit card fraud
- Cancelling credit cards and FICO score
- Lending Club
- Need help computing Present Value
- ... another QLAC question
- As if defining longevity risk isn't enough along comes a study...
- Where's the sweet spot on a car
- FIRE Planning Assumptions ?
- Need help understanding fund statistics
- Anyone Waiting for the Canadian RE Bubble to Burst to Buy a Property?
- Dividend & Interest Calculation - how to
- COL ?
- 401K pioneer
- Credit card comparison
- Vanguard Market Neutral Fund
- My Bellco Boost Checking Account Yields 2.25% APR!
- REITs: looking under the hood.
- When to file for SSA
- 401K Beneficiaries vs. Term Life Insurance
- Do you collect and return cans/bottles for cash?
- Poll:Do you include CC bonus points in your net worth?
- Process for moving from spouse SS to own record
- Poll: Are current credit card charges debt?
- Belt and Suspenders Regret
- Poll: Annual Housing cost/SF
- Poll: Compare housing/shelter expenses
- Poll: what is your debt to total asset ratio?
- Suits OK'd for Bad State Pension
- Concerns about money
- Tell me the good, the bad, the ugly of NY Life Clear Income fixed annuity.
- Need help understanding 0% capital gains tax in the 15% bracket
- Question on Charitable Contribution
- 10 years or less strategies
- Selling an underperforming fund with lots of cap gains
- Taking Pensions - timing
- Poll: Compare value of your residence to investment portfolio
- Being honest to my boss as I walk out the door. Financial ramifications?
- Low Credit Limit with Citi
- Fire plan