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- Holy Cow--We Hit 100% for 30 Years!!
- Traditional/Roth/Taxable mix for early retirement
- Funding a child's Roth IRA when they work
- Hail Hell
- Quick Inflation Question
- lending money to DW's parents
- Reality vs Fear
- Is Saving not Spending but Contributing
- TSP advising
- Poll:What kind of adjustments do you make?
- Need Experts on HSAs and HDHPs (and taxes!)
- Rick Ferri Book Available for Free Download
- Saint James Trading / Private Platform Trading
- 72t.net closing May 1st
- Tapping IRA to Postpone Social Security
- Marginal Tax Rate Estimate -It depends?
- Fed tax rate doesn't add up
- Book Excerpt, "What's the Point?"
- Sequence of withdrawing money from retirement accounts
- Bank of Amer. - Shop Safe - Discontinuing
- To 401K Or Not To 401K, That Is The Question
- Constructing a “Total Market Index”
- Kitces on Withdrawal Plans
- Lump Sum Pension or annuity
- FIRECalc Success Rate & RE
- WWYD?
- No matter how Rich -- Our Lives Never End Well...........
- How to explain benefits of investing to S.O.
- Gender divide on financial literacy.
- Buy back yield > dividends for years. Did you know?
- To Trust (Living) or Not to Trust (Living)
- Question regarding dividends
- SS and RR from seperate spouses?
- tax/Roth question re: Credit for Qualified Retirement Savings Contributions
- Where to park $1 mil
- Yikes! This "cliff" thread scared me ...
- Is a Life Insurance Policy part of Portfolio
- Cash out small whole life policies?
- Banking Deregulation Potential Effects.
- Don't trust Son-In-Law - Spendthrift trust?
- FIRE & College funding
- Senior Retirement Budget
- Help in reviewing retirement plan requested
- rollover ira questions
- The Mystery of Spending Only Dividends Behavior
- Think of your heirs!
- Future Soc Sec payment estimate question
- Depreciation Recapture
- Which rate of return on assets?
- TOD Deed
- FAs, FPs, IAs, CFPs ... Lions and tigers and bears, oh my!
- RMD going to 72?
- lock or freeze credit
- How can my 401K fixed fund pay so much?
- So thrilled with the market right now!
- Should have chosen an ACA plan and not COBRA
- Withholding
- Vanguard High Dividend Yield or Total Stock Market
- I am looking to learn more about being an accredited investor.
- Don't Drink Liver When Doing Taxes
- Opening an IRA for 18 year old
- Planning 2019 IRA conversion to Roth (age 58)
- Is file and suspend still available?
- Net Worth Averages
- Calculating Taxes with Social Security
- ROTH Conversion Question
- SS Question Regarding Deceased Spouse
- Advice for a Contractor
- Reducing Tax Hit From VG Taxable Acct
- Switching to SS survivor benefit
- Poll: Available Credit Percent
- 2018 tax question - bought rental end of 2018, but didn't rent until 2019
- Social Security while still working?
- Minimum income to maximize SS benefits.
- LCOL discoveries
- What to do with some extra money...
- Early IRA Distribution
- Office Depot rigged PC malware scans to sell unneeded $300 tech support
- contingent beneficiary
- Backdoor Roth Conversion
- 6 month FIRE anniversary, interesting times
- ROTH target
- Question about deferrals for Opportunity Zones
- DQOTD: Trad IRA Cost Basis Tracking?
- Drunk Shopping
- I work remotely, move to LCOL?
- Landlords - rule of thumb for increasing rent?
- How many years did it take for your 401k to hit 1 million ?
- ESOP Company Filing to Go Public - ESOP Valuation Impact?
- Ameriprise Financial Spam
- Portfolio Comparison Performance Tool
- Social Security Withdrawal Request/SSA-1099 Question
- Don McLean and American Pie
- HSA, divorce, dependents and contributions
- Apple Card
- Anyone Here Purchased a MYGA from immediateannuities.com?
- investing in stocks
- social security pension
- 401k
- Applying for Social Security online
- CO offered intriguing option vs full retire
- Anyone Use Pay1040.com to pay Fed Taxes
- Lump Sum vs. annuities?
- What is the best Alternative to Quicken after 2020 (Non Subscription)
- Is it better to use before or after tax money to pay for 401k/tIRA rollover to Roth?
- Etrade low transaction cost portfolio
- Traditional IRA tax reporting
- Son rolling over 401K
- More relief for tax underwithholding
- Thoughts on building a bridge to SS FRA
- Ideas to celebrate milestones
- Fisher Investments
- How much passive/fixed income would you need to get out of equities?
- FIRE? Pfft!! It's All About HOT!!!
- The real impact of inflation on Retired Folks?
- Retirement Formula based on the value of your house?
- Safe Place for Emergency Fund
- How Do You Withdraw?
- IRS Form 8606 and dealing with Non Deductible IRA Questions
- Durable POA benefits in this situation?
- Tax on Treasury Bill Interest
- Schwab (and others) 1099 corrections
- New "Two Cents" video on FIRE
- Restricted Social Security Application
- retirement late in life
- 45 Y/O 5 years to go!!!
- Invest in Cannabis ETF: Get Denied For Mortgage Loan?!
- Irrevocable Trust Question
- Theft After Death
- Capital One POD (finally)
- Social security timing and health question
- Social Security Question
- How to deal with $10 Roth IRA check
- comments wanted
- Glen Reeves Tax Estimation Excel Spreadsheet 2019 1040 available now
- Figuring NET portfolio gain
- Citi Cash Back Card Autopay?
- schedule E rental properties 80%
- Sched C and not taking SS yet-earnings posted wrong
- Federal Income Tax: Deducting Long Term Care Premiums
- Poll: Has social media changed investing...
- VG reported it as an early distribution - why?
- The Pension Series
- More Roth conversion question
- Bank Of America “Advanced Center”
- Helping a friend with IRA money
- Signed up for Social Security
- Should I roll 401K to IRA?
- Savings Bonds Confusion
- Question regarding tax withholding
- $$ Gift question
- Help with Security Death Benefit
- How to Realize LTCG in ETF
- Wrong first name on daughters W2
- Should I keep rentals in the mix?
- Investing and Military Financial Education website
- Foreign Tax Credit carryover
- Social Security Spousal Benefits Question
- Withdrawing excess ROTH contribution after filing taxes
- Unearned Income Tax Question
- Tax Return Issues Related To Healthcare Insurance
- Budget Categorization
- Deferred Comp Firecalc question
- where to put extra money
- Vanguard and Revocable Trusts
- Email from 10 years ago
- "Small Estate" Probate Process in IL?
- Tax deferred investment planning
- How would you protect a financially-uniterested spouse
- Very Impressive
- Do you read the prospectus?
- Power of Attorney Dilemma
- Article on NY audits of Florida tax refugees
- I did it - I won! FIRE attitude + business sale
- Pension help - lump sum?
- The "In case of Death" plan
- Fund for retirement income?
- Does social security “back pay” retirement benefits?
- Which Vanguard Fund for Small Taxable Account
- Questions about WEP
- WSJ and keeping/transferring your IRA to employer's system
- Anyone take out life insurance on their kids?
- Quicken Deluxe 2016
- Capital Gains from "Demutualization"
- Novel and scary phone scam
- Can Someone's Tax Returns Tell You His/Her Net Worth?
- Buying a house
- Tax Software; Multiple States
- Where did all the cryptocurrency fans go?
- unplugged, smile and puzzle
- How much do you need?
- Social Security and income question
- What would you do with a $19k pension?
- California and part-year return (TurboTax)
- Vanguard to end cash management service
- Stock and Bond Markets Diverging
- Quitclaim Deed questions - add DS for tax break?
- So, would you?
- Boomer Retirements - Not a Surprise
- Will IRS let me do this?
- How do you plan your MAGI for ACA, Medicare,etc.?
- Revisit Rent vs Own Home
- The Dumpster Fire of Illinois Public Pensions is Still Smoldering
- Fidelity Retirement Income Planner (RIP)
- Need a place to invest some inheritance...
- Military Officer 7 years out
- What are reasonable FA annual fees?
- Should I stay or should I go?
- Another FIRE article
- My moms portfolio
- How much time will this cost me?
- Tax payment options
- How long would you wait to close an account?
- Asset allocation with $8 million
- Help w/ 401(k) and 457 contribution
- Tax on Social Security Income has income cliff?
- Retirement Income Plan A
- Future Inheritance Considerations in FIRE?
- Day to day money decisions - what would you do?
- Using Form 8958 with married filing separately in community property states
- Tax facts for 2019
- Fidelity under probe for hidden fees
- Let Long Term Disability Policy Go?
- Any NY State retires here (tax questions)?
- ER and effects on Social Security
- How do I know if we have enough to retire?
- turbotax & 1098-T (college expenses)
- When to say nothing..
- Aflac Accident Indemnity insurance too good to be true?
- TurboTax, form 6252, and cost basis?
- Backdoor Roth IRA question
- Retire at Holiday Inn instead of retirement home?
- Pension withholding starting in April
- DQOTD: Managing Fed & State Estimated Taxes?
- Taxes On Qualified Dividends
- Sprint's 55+ cellphone plan
- Simple Wealth, Inevitable Wealth
- Smartphones
- TD Ameritrade opinion
- 72 T IRA distribution - Any experience out there
- Managed Bond Funds rather than Index Bond Funds?
- How big emergency buffer do I need with small kids?
- The disastrous effect of a 1% management fee
- Dividends and CG's
- Portfolio Preservation thoughts
- Best Place to buy Real Estate- NC?
- Unhappy "Elite Professionals"
- Either I or Vanguard messed up my ROTH contribution
- Hi! Asset allocation help for 39-year-old - managing risk if want to retire early
- Burned by Capital Gain Return
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