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  1. Wealth creating strategies
  2. Rollover IRA balance over SIPC limits
  3. Mortgage Life Protection Insurance
  4. Borrow Just Before Retirement
  5. Moving 403b to an IRA
  6. Mint.com Alternatives
  7. Which tax form to report a lump sum distribution from non-qualified def comp plan?
  8. Business 401k - Vanguard
  9. 2017 tax and beyond
  10. Lost Opportunity Video
  11. budgeting one time yearly expense
  12. Chase checking and online bill pay of Chase credit cards.
  13. Behavioral Finance-Anne Tergesen Article
  14. Dealing with Trad IRA tax rate & early withdrawal penalty
  15. 2017 budget based on 1998 spending
  16. Pulling the Plug
  17. Advice if you have it… HELOC in Maryland
  18. What triggers the 0% balance transfer offer
  19. Indexed technology investments?
  20. Current Moneydance users
  21. 72t withdrawal from IRA and Roth IRA coversion at same time?
  22. Roth conversion date for tax purposes
  23. 3-PEAT Retirement Withdrawal Strategy
  24. School me on 401k in service withdrawals
  25. Where to Park $400K for a Year?
  26. Will my Husband collect any SS?
  27. Estate Distribution 12+ Years From Now
  28. Roth/IRA tax question
  29. Financial Pros/Cons of being Married/Single in Retirement
  30. UK a great place for Americans to retire.....if you can get in
  31. Assets of 90 Year Old Relative; Your Opinion Please...
  32. Why not paper-file taxes?
  33. Absolute Return Solutions.....?
  34. how much to withdraw from ira (RMD)
  35. Tax on Social Security
  36. Financial Personality Types
  37. Qualified Dividends
  38. Question: Whole Life and PUA Policies
  39. Save money in a way most don't know about
  40. Military exchange shopping for veterans
  41. Tax Year For December Social Security Payment
  42. Sobering Stats
  43. Blank Checks From Multiple Credit Cards
  44. Arrrgh the f#*&$!@ financial industry is so intentionally opaque
  45. It happened in Australia
  46. Products that are worth the money
  47. When to pull the pension trigger
  48. Should have moved annuity over sooner
  49. 401K - Early Withdrawl with no Penalty
  50. Thoughts on Short-Term Reserves
  51. Long time since
  52. Does PIA change, given no additional wages?
  53. divorce affecting FIRE plans
  54. Amazon Prime 5% cash back cc
  55. New CC Approval Easier Then Expected
  56. How To Save For A House?
  57. Kitces: An interesting exploration of the increase in life expectancy
  58. Lump sum of 500K or $3500 PM @ age 65
  59. Different Roth contribution question
  60. Can I roll over my after tax IRA $ into a Roth?
  61. Possible rule change for inherited IRA's
  62. DIFFERENT mortgage payoff question
  63. Year by year pre-FIRE checklist
  64. Anyone Incorporate their trading / investment account?
  65. Leave Kids Life Insurance, IRA, or other
  66. Variation on ROTH horse race conversion method
  67. Poll: Retirees, do you keep your Excess Withdrawal? Or Spend it?
  68. Roth conversion projected benefit
  69. Another Do Your Own Tax Question
  70. Turbo Tax Confusion
  71. RMD nuts and bolts
  72. 401K Contributions in the year of FIRE
  73. Should I contribute to my IRA
  74. iOrp and Roth Conversions
  75. Backdoor Roth now or wait to see if MAGI qualifies for typical Roth
  76. Interesting equity return "predictor" - Household Equity Percentage
  77. SP500 moves off major lows
  78. Taxable long-term disability benefits received prior to minimum retirement age
  79. 2017 goal: maximize ACA credits or Roth conversion?
  80. Stable Value Fund Rates
  81. Tax Prep DIY
  82. What Home & Auto Insurance Coverage Do We Really Need?
  83. Spending down IRA in retirement
  84. What will the death of the Stretch IRA do to markets
  85. Life Expectancy (redo)
  86. Whole Life Insurance
  87. 2016 Income Tax Status
  88. Discretionary spending % in retirement
  89. CD laddering in rising rate environment
  90. Another rant about taxes
  91. Late retirement annuity?
  92. Annuity Options I Never Considered...
  93. Debt and GDP question
  94. Tax advanted fund in a Roth?
  95. New year, new AA
  96. The Champions of the 401(k) Lament the Revolution They Started
  97. Closet Indexes
  98. 2017 YTD investment performance thread
  99. SWR another 6.5+ million calculations
  100. RMD from Inherited IRA
  101. The Champions of the 401(k) Lament the Revolution They Started
  102. Survivor benefit or Life Insurance?
  103. Running out of money?
  104. Is being "over" working justification enough?
  105. Sobering Probabilities
  106. Need a new credit card
  107. Nice Little Run
  108. Ways of financing a second home (Snowbirding)
  109. Senate Finace Committee Votes 26-0 to Kill Stretch IRA
  110. 2015 YTD performance thread
  111. Shopping Around for Insurance
  112. Pension Adjustments
  113. Question re: SSAnalyze - Bedrock
  114. TT Deluxe FREE for military
  115. Vanguard total intl bond index - vtabx
  116. Deliberate Roth conversion with no earned income?
  117. Roth IRA conversion not worth is because higher SS tax ?
  118. Questions about conversion of after-tax 401k to Roth IRA
  119. Exposure to debt
  120. Poll: What proportion of your portfolio is due to market growth ?
  121. Is there any thread or poll where we stand
  122. Pls Confirm: Can I recharacterize Roth after Jan 1 to get 2016 ACA Subsidy?
  123. I just realized I've doing my WR calculations incorrectly
  124. Investments
  125. Indexed Universal life
  126. FireCalc Bernicke Reality Retirement Plan
  127. 403b to 401a or 457b or tIRA ?
  128. Roth conversion tax savings vs market
  129. Tree removal a deductible expense?
  130. ER Forum Dinner in January for Wash DC area
  131. Interest rates in the next few years
  132. Losing Money When Decluttering?
  133. LTCG 2016 vs. 2017?
  134. Retirement Math Logic
  135. Net worth calc
  136. Lump sum investment and Tax strategy ?
  137. Started Social Social Security at age 62 but my break even date is well into my 80s
  138. IRA to HSA tax free
  139. Cost to Heat Your House
  140. Pension Survivorship Options?
  141. Another ROTH Question
  142. ER Forum Dinner Get Together for Xmas
  143. Discount Brokers Free Services
  144. Vanguard Advisor Rant
  145. As if human FAs weren't enough
  146. Alteratives to Wellington?
  147. Online tax prep sites - thoughts?
  148. HSA Catch Up Contributions
  149. Capital gains, Dividends....
  150. Taxes: Going over the 15% bracket due to LT Cap Gains
  151. Medical Deduction vs. HSA
  152. Escaping US Credit card debt by moving abroad
  153. Can I withdraw IRA $ at 59 1/2if I'm still working?
  154. GOP plan to cut SS
  155. Unplanned Roth Conversion and Taxes
  156. "Your New Benefit Amount" SSA says
  157. Is a civil settlement taxable?
  158. Credit Card Debt
  159. Revenue Streams and Asset Allocation
  160. WhooHooo! Signed up for SS today!!
  161. Taxes... those damn taxes!!
  162. PBS Tonight 8PM "Moneytrack Money for Life"
  163. Very small networth when ER ?
  164. Free Turbo Tax Premier available on Fidelity
  165. Lowering Tax Liability in December
  166. Fidelity Greenline Forum
  167. RMD Question
  168. Roth rollovers: 403b vs 457 vs IRA?
  169. Anyone else waiting for pension eligibility?
  170. Puzzling over inflation in the next 30 yrs.
  171. Tax Planning Strategy question
  172. Has Anyone Tried PeerStreet?
  173. Poll: What % of net-worth do you still have to pay tax on?
  174. The Future Of SS & Medicare Up in the air... Maybe?
  175. Poll:Tax advantage % of net worth
  176. Opinions regarding the future of US dollar as World Reserve currency
  177. IRMAA La Not-so-Douce
  178. Help me understand how to negotiate a car lease
  179. Duration Risk
  180. Market for Rewards Cards "Overheated"?
  181. 401k NUA Tax Strategy
  182. Looking for input from the brightest minds on the Internet!
  183. TurboTax: Deluxe vs Premier
  184. Declining life expectancy
  185. Creditkarma offering free fed and state tax filing for 2016 (including e-file)
  186. total estimated capital gains
  187. Taxable Accounts and Taxes
  188. Question about Morningstar Reports
  189. fidelity full view and vanguard
  190. When to jump in?
  191. Employer converting employees to self-employed and huge tax hit
  192. Roth Conversions at 15% or 25% Tax Bracket?
  193. Thank you for the Fido Promo Info
  194. Poll:Your SEPP thing
  195. Need some input (Help)
  196. Seeking Help on Unusual Social Security Situation
  197. Help: Roth Conversion with some After Tax content
  198. Is Dallas the next Detroit?
  199. Being worth more at the end than the start
  200. What are your numbers?
  201. Seeking Info on TIAA Traditional Withdrawal Options
  202. Vanguard
  203. Is this reasonable? Roth to adjust income
  204. 3-step procedure for sustainable retirement savings withdrawals
  205. Start a 72t to save on Tax's?
  206. New Member who likes to play with future numbers
  207. Quicken Help Pane Problem
  208. Quitting cleverly?
  209. Equivalent Index Funds
  210. PenFed Certificates
  211. Dividends Historical Analysis
  212. Portfolio:Simple vs. Complicated
  213. It's official now......
  214. Has anyone here filed a restricted application for spousal benefits?
  215. Calculating ROTH conversion before end of year
  216. Bonds: Simple vs Complicated
  217. out of state capital gains tax filing
  218. online I bond calculator
  219. HSA account that is sipc
  220. LTC insurance
  221. Wire Transfer Fees
  222. Non-USA Citizens investing in USA Stock Market
  223. Poll:Percent of your cash+invested assets in cash?
  224. For those with both Roth and Traditional IRAs, asset types?
  225. Terminal Cancer and Guaranteed Issue Life Insurance
  226. Poll:Got a lot of cash?
  227. Got a lot of cash?
  228. How can I get a regular 3% monthly check from Nest Egg?
  229. Confused - MAGI and stock sales / LTCG
  230. When to sell Wellington and Wellesley
  231. 'Tis the season for Gift Card Discounts!
  232. 401K Max + catch up
  233. How Do You Answer Income Questions Once Retired?
  234. Turbotax 2016
  235. Medicare eligibility for spouse that never paid Medicare tax
  236. How to invest after-tax money. 401k after-tax?
  237. When will the clouds part and angels sing again?
  238. Time to buy stocks?
  239. For Book: Big Fraud Scheme
  240. Inflation impact
  241. Vanguard Advisor Recommendations -- thoughts?
  242. Leaving FA - Fund Transfer Questions
  243. social security guesstimate
  244. Question on quarterly tax payments
  245. Estimating OID on Treasury
  246. Mark your calendar for year-end fund distributions
  247. Amazon Prime on sale Friday
  248. LTC insurance – keep or drop
  249. Homeowner's insurance and umbrella on occasional-use second home
  250. Annuities