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  1. Taxable long-term disability benefits received prior to minimum retirement age
  2. 2017 goal: maximize ACA credits or Roth conversion?
  3. Stable Value Fund Rates
  4. Tax Prep DIY
  5. What Home & Auto Insurance Coverage Do We Really Need?
  6. Spending down IRA in retirement
  7. What will the death of the Stretch IRA do to markets
  8. Life Expectancy (redo)
  9. Whole Life Insurance
  10. 2016 Income Tax Status
  11. Discretionary spending % in retirement
  12. CD laddering in rising rate environment
  13. Another rant about taxes
  14. Late retirement annuity?
  15. Annuity Options I Never Considered...
  16. Debt and GDP question
  17. Tax advanted fund in a Roth?
  18. New year, new AA
  19. The Champions of the 401(k) Lament the Revolution They Started
  20. Closet Indexes
  21. 2017 YTD investment performance thread
  22. SWR another 6.5+ million calculations
  23. RMD from Inherited IRA
  24. The Champions of the 401(k) Lament the Revolution They Started
  25. Survivor benefit or Life Insurance?
  26. Running out of money?
  27. Is being "over" working justification enough?
  28. Sobering Probabilities
  29. Need a new credit card
  30. Nice Little Run
  31. Ways of financing a second home (Snowbirding)
  32. Senate Finace Committee Votes 26-0 to Kill Stretch IRA
  33. 2015 YTD performance thread
  34. Shopping Around for Insurance
  35. Pension Adjustments
  36. Question re: SSAnalyze - Bedrock
  37. TT Deluxe FREE for military
  38. Vanguard total intl bond index - vtabx
  39. Deliberate Roth conversion with no earned income?
  40. Roth IRA conversion not worth is because higher SS tax ?
  41. Questions about conversion of after-tax 401k to Roth IRA
  42. Exposure to debt
  43. Poll: What proportion of your portfolio is due to market growth ?
  44. Is there any thread or poll where we stand
  45. Pls Confirm: Can I recharacterize Roth after Jan 1 to get 2016 ACA Subsidy?
  46. I just realized I've doing my WR calculations incorrectly
  47. Investments
  48. Indexed Universal life
  49. FireCalc Bernicke Reality Retirement Plan
  50. 403b to 401a or 457b or tIRA ?
  51. Roth conversion tax savings vs market
  52. Tree removal a deductible expense?
  53. ER Forum Dinner in January for Wash DC area
  54. Interest rates in the next few years
  55. Losing Money When Decluttering?
  56. LTCG 2016 vs. 2017?
  57. Retirement Math Logic
  58. Net worth calc
  59. Lump sum investment and Tax strategy ?
  60. Started Social Social Security at age 62 but my break even date is well into my 80s
  61. IRA to HSA tax free
  62. Cost to Heat Your House
  63. Pension Survivorship Options?
  64. Another ROTH Question
  65. ER Forum Dinner Get Together for Xmas
  66. Discount Brokers Free Services
  67. Vanguard Advisor Rant
  68. As if human FAs weren't enough
  69. Alteratives to Wellington?
  70. Online tax prep sites - thoughts?
  71. HSA Catch Up Contributions
  72. Capital gains, Dividends....
  73. Taxes: Going over the 15% bracket due to LT Cap Gains
  74. Medical Deduction vs. HSA
  75. Escaping US Credit card debt by moving abroad
  76. Can I withdraw IRA $ at 59 1/2if I'm still working?
  77. GOP plan to cut SS
  78. Unplanned Roth Conversion and Taxes
  79. "Your New Benefit Amount" SSA says
  80. Is a civil settlement taxable?
  81. Credit Card Debt
  82. Revenue Streams and Asset Allocation
  83. WhooHooo! Signed up for SS today!!
  84. Taxes... those damn taxes!!
  85. PBS Tonight 8PM "Moneytrack Money for Life"
  86. Very small networth when ER ?
  87. Free Turbo Tax Premier available on Fidelity
  88. Lowering Tax Liability in December
  89. Fidelity Greenline Forum
  90. RMD Question
  91. Roth rollovers: 403b vs 457 vs IRA?
  92. Anyone else waiting for pension eligibility?
  93. Puzzling over inflation in the next 30 yrs.
  94. Tax Planning Strategy question
  95. Has Anyone Tried PeerStreet?
  96. Poll: What % of net-worth do you still have to pay tax on?
  97. The Future Of SS & Medicare Up in the air... Maybe?
  98. Poll:Tax advantage % of net worth
  99. Opinions regarding the future of US dollar as World Reserve currency
  100. IRMAA La Not-so-Douce
  101. Help me understand how to negotiate a car lease
  102. Duration Risk
  103. Market for Rewards Cards "Overheated"?
  104. 401k NUA Tax Strategy
  105. Looking for input from the brightest minds on the Internet!
  106. TurboTax: Deluxe vs Premier
  107. Declining life expectancy
  108. Creditkarma offering free fed and state tax filing for 2016 (including e-file)
  109. total estimated capital gains
  110. Taxable Accounts and Taxes
  111. Question about Morningstar Reports
  112. fidelity full view and vanguard
  113. When to jump in?
  114. Employer converting employees to self-employed and huge tax hit
  115. Roth Conversions at 15% or 25% Tax Bracket?
  116. Thank you for the Fido Promo Info
  117. Poll:Your SEPP thing
  118. Need some input (Help)
  119. Seeking Help on Unusual Social Security Situation
  120. Help: Roth Conversion with some After Tax content
  121. Is Dallas the next Detroit?
  122. Being worth more at the end than the start
  123. What are your numbers?
  124. Seeking Info on TIAA Traditional Withdrawal Options
  125. Vanguard
  126. Is this reasonable? Roth to adjust income
  127. 3-step procedure for sustainable retirement savings withdrawals
  128. Start a 72t to save on Tax's?
  129. New Member who likes to play with future numbers
  130. Quicken Help Pane Problem
  131. Quitting cleverly?
  132. Equivalent Index Funds
  133. PenFed Certificates
  134. Dividends Historical Analysis
  135. Portfolio:Simple vs. Complicated
  136. It's official now......
  137. Has anyone here filed a restricted application for spousal benefits?
  138. Calculating ROTH conversion before end of year
  139. Bonds: Simple vs Complicated
  140. out of state capital gains tax filing
  141. online I bond calculator
  142. HSA account that is sipc
  143. LTC insurance
  144. Wire Transfer Fees
  145. Non-USA Citizens investing in USA Stock Market
  146. Poll:Percent of your cash+invested assets in cash?
  147. For those with both Roth and Traditional IRAs, asset types?
  148. Terminal Cancer and Guaranteed Issue Life Insurance
  149. Poll:Got a lot of cash?
  150. Got a lot of cash?
  151. How can I get a regular 3% monthly check from Nest Egg?
  152. Confused - MAGI and stock sales / LTCG
  153. When to sell Wellington and Wellesley
  154. 'Tis the season for Gift Card Discounts!
  155. 401K Max + catch up
  156. How Do You Answer Income Questions Once Retired?
  157. Turbotax 2016
  158. Medicare eligibility for spouse that never paid Medicare tax
  159. How to invest after-tax money. 401k after-tax?
  160. When will the clouds part and angels sing again?
  161. Time to buy stocks?
  162. For Book: Big Fraud Scheme
  163. Inflation impact
  164. Vanguard Advisor Recommendations -- thoughts?
  165. Leaving FA - Fund Transfer Questions
  166. social security guesstimate
  167. Question on quarterly tax payments
  168. Estimating OID on Treasury
  169. Mark your calendar for year-end fund distributions
  170. Amazon Prime on sale Friday
  171. LTC insurance keep or drop
  172. Homeowner's insurance and umbrella on occasional-use second home
  173. Annuities
  174. Forced to withdrawal at retirement?
  175. Do you manage withdrawals to avoid AMT?
  176. For you concerned mortgage seekers
  177. Applying for SS Widow Benefits
  178. how much Roth conversion to make?
  179. Vanguard Preliminary Capital Gain Distributions
  180. Taxes after retirement?
  181. Decumulation Strategies for Canadian Retirees?
  182. IRA Withdrawal Strategy Questions
  183. Options Strategies to Protect Portfolio
  184. become a landlord or more index funds?
  185. Best credit card deals
  186. Foreign Transaction Fees...a First w/the Fidelity VISA card
  187. Tax Bracket Question
  188. Adjust Asset Allocation for Inflationary Environment?
  189. Is this AA a mistake right now?
  190. The Four Percent Rule
  191. cost basis after long term reinvest
  192. Seller/Listing agent vs Buyer agent
  193. Poll:2016 tax software ... or not
  194. How is Year to Date Return Different from 2016 Return?
  195. Tax GAIN Harvesting ?
  196. Timing and RMD
  197. Cash in without taxes?
  198. Steps/Moves: Lower Tax Rates for Next 4 Years
  199. Fraudulent charge on Fidelity Visa card :(
  200. My wake up call - last night
  201. May Be a Bloody Wednesday
  202. What will a HELOC cost? Other than interest?
  203. Buying model and leasing back
  204. Investing for Minimum Dividends/Interest
  205. FI but not red
  206. Costco CITI credit card
  207. ACA effect on retirement rates
  208. Leaving behind a spouse who is not an investor?
  209. RMD questions
  210. Older car: to fix or not to fix?
  211. Does a TOD account always have a stepped up basis for the beneficiaries?
  212. Merrill ends mutual fund sales in brokerage retirement accounts
  213. HSA max includes employer contribution or not?
  214. huh, conversion to Roth is earned income?
  215. Can an estate be a life insurance beneficiary?
  216. I-bonds November 2016
  217. Wellesley and Lump Sum
  218. HELOC or Reverse Mortgage?
  219. Starting SEPP's after I turn 55.
  220. Brokerage Account Limits & Protection
  221. Tax on your final dollar
  222. Mutual Fund Distribution Tool
  223. Ally Bank Deposit Agreement Update
  224. How to lower my investment income
  225. Laddered annuities
  226. Vanguard money market?
  227. Bond Question
  228. 2017 401(k) and IRA limits remain unchanged
  229. Mutual Fund Capital Gains During FIRE: Reinvest?
  230. "Parking" funds for 3-5 years
  231. ROTH Conversion Plan - Opinions?
  232. Loss of Vanguard's "Mobile Check" feature......
  233. i-ORP?
  234. i-ORP No Longer Includes Roth Conversion?
  235. Thoughts and concerns about a high SWR
  236. Fire SS reduction
  237. Different health insurance topic: International/traveler policies
  238. Pension Lump Sum adjustment- Actuaires
  239. Preview 2017 ACA plans now active
  240. TD Ameritrade to Acquire Scottrade Financial
  241. Living off of Roth & post-tax/cash accounts
  242. Stash of Cash?
  243. Should I relocate for more money or stay and pay off my house?
  244. 2017 AHC Open Enrolment
  245. Forced into taking pension by Nov 1st. 2016 ???
  246. Part timing it
  247. Cash back or points?
  248. paid off mortgage yesterday
  249. investing in CDs online
  250. SOA releases new mortality improvement scale