- 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
- "Your New Benefit Amount" SSA says
- Is a civil settlement taxable?
- Credit Card Debt
- Revenue Streams and Asset Allocation
- WhooHooo! Signed up for SS today!!
- Taxes... those damn taxes!!
- PBS Tonight 8PM "Moneytrack Money for Life"
- Very small networth when ER ?
- Free Turbo Tax Premier available on Fidelity
- Lowering Tax Liability in December
- Fidelity Greenline Forum
- RMD Question
- 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