View Full Version : FIRE and Money
- Should we be withdrawing more sooner?
- Which Vanguard or Fidelity Fund for Growth?
- Roll over 401k to IRA for RMD reasons?
- California taxes on HSA dividends, interest or cap gains?
- Moving from managed portfolio to Vanguard - have questions
- Botched article on 401k
- Question about disclaiming part of an estate
- Think I'll pull the plug next year at 63. Wild card is health insurance.....
- RMD from Inherited IRA
- Tax question regarding new roof on rental house
- Legal Settlement Minimizing Tax Impact
- Fido bill pay and the newer Fido CC
- Animal spirits? How many months to go?
- DFA Target Date Retirement Income Funds
- Taxes from LTCG and Qualified Dividends
- Fidelity offers buyouts to 3,000 older workers
- Vanguard Advisors
- Real Estate and Taxes Question
- How much is enough?
- Debt and GDP
- Retirement income planning to spend down assets
- payoff mortgage w/savings yes or no?
- New Credit Card Offer
- Oil prices will never return to $100 a barrel
- Capital gains effect on taxable Social Sec.
- Moving TSP money from G Fund to...
- 401K Company Matching Amounts
- IRA and Taxes question
- MF cost basis conundrum
- 401(k) and Bonus Check
- SS with large age gaps
- Home Made Roth Conversion?
- Question re RMDs and Roth Conversions
- Double-check me. Am I okay to retire?
- Investing With Pension?
- Diversification through rental property?
- Selling rental to pay off primary house
- Any 2016 Boeing Company retirees get a surprise paycheck today?
- Poll: Does a Pension factor into your FIRE Plans?
- Negotiating New Car Price?
- LT Cap Gains: effects on taxes and MAGI
- The "Retirement Crisis" is worse than we thought
- Deploying a large quantity of cash
- What to do about income reaching Roth income limits?
- A quick, basic question ... definition of WR
- 27 for 27
- Excess Roth IRA contribution
- Best sites about WR for early retirees
- Fidelity RPM
- Stupidest NYT financial story ever?
- Good HELOC rate for Texas
- Thoughts on turning 62
- Can a HELOC be called just because we retired?
- 4 year free car financing
- Does it make sense to defer property tax?
- Test of constant % spending model
- Looking for advice 401k
- Millennials-Advice to break through the road blocks of high cost of education
- Fidelity Asset Manager
- Brokerage or Roth / kids 529 or Roth
- Oh Crap, what is still on the table
- ER, New Mexico and health insurance?
- Re-characterization mechanics at Fidelity
- Does it matter whose IRA we convert to Roth?
- More retirement income 'advice' ???
- Withdrawals when Market is High?
- 2 years later, ready to deal with inherited account
- Trying to understand 'investment income'
- why not just Wellington, also a real estate Q
- Now retiring, need advice for an income fund
- H&R Block and foreign tax credit
- I have a question contributing to a Roth
- Transitioning from saver to spender; considering toy purchase
- Help me with stock dividends
- When Bond Funds Make Sense
- Questions on 401k rollover, NUA, After tax offset etc.
- Need help with math - what is my AA?
- Reporting non-dividend distribution on 1099-DIV
- Don't Ask, Don't Tell for Obamacare?
- Is doing nothing a bad strategy
- Market high-would you pay off mortgage?
- Retirement Calculators Revisited
- New Milestone - $300,000
- Another Dumb Social Security Question
- Anatomy of a bull market
- How to explain FIRE to (soon) ex-coworkers
- Had to rebalance for the first time
- Pension Lump or Annuity? (and Firecalc Investigation)
- Path to FIRE, only one problem
- TaxAct - major price increase
- Turbo Tax Deluxe 2016: Anyone Else Having Problems With ‘Estimated Tax Payment’ Entry
- Yet another withdrawal strategy thread
- Recession's Mark on Millennials
- Reduced SS take home amount question
- SS Maximum contribution
- Sell Mutual fund and taxes
- What would you do?
- Leaving assets to heirs...better taxable accounts versus IRA's?
- Update - Sort of
- TD Bank phones out for days
- Trying to make lemonade out of lemon -- what to do with a variable life policy
- Practical estate question
- Interesting Vanguard Article on Actively Managed Funds
- Fidelity allows payments with insufficient funds
- Military SBP, qualified plan?
- Social Security question for ya....
- the Estate "Death" Tax
- Not putting my money in PenFed
- 403b Mutual of America vs. Taxable
- Defending against Elder Fraud
- Home Sale Question
- How Does the Level of Household Savings Affect Preference for Immediate Annuities?
- Retirement - 3% - 4% Withdrawal
- Rental Real Estate Surprises
- The horse has left the barn on the fiduciary rule
- Taxable vs Tax Advantaged Retirement Savings
- Best option for small inheritance?
- Benefits of lower income vs tax gain harvesting
- Questions about Vanguard ETFs
- Update to: Another "Can I retire yet" post
- Purchase Additional Pension Service Credits?
- how to ladder-up withdrawls?
- tax software gripes
- Do I need to Paper File if I Recharacterize?
- ER with young kids
- 401K Rollover question & Accessing it at 55 yrs old penalty free
- Financial Insecurity and Mental Illness
- What Percentage in Portfolio would you do
- Exemption from Social Security taxes
- Tax: Can you deduct medical expenses if on parent policy ?
- Estate planning
- Executor of Living Trust/Will requirements
- Does our portfolio help anyone else?
- Final review
- leave it to nephew
- Dividend reinvestment or core account?
- Where to send pension payments?
- FA's & Fp articles
- iORP Retirement Spending Models
- TurboTax It's Deductible
- Question About Continuing With Fund Outside IRA
- RRSP (Canadian) withdrawal process and options
- Municipal Bonds
- Treasury Direct Info Request
- Rungs on the bond ladder
- RMD and after-tax(taxable) investing at Vanguard
- Fidelity "Bonus" for Transfer and Unknown to Me After Tax Rollover of Excess 401K
- Laid Off - Keeping ER on Track
- Single Income or SWR With Significant Other?
- Stay in VBIAX fund after retirement?
- Mortgage refinance - Which rate would you choose?
- Questions on my first time having to file 1040X
- ? WEP - no pension
- ? About deducting healthcare expenses
- Roll Pension or Take Annuity
- 1MM advice from the wise?
- Looking for comparative info on annuities
- Tax prep cost
- A pension domino falls
- Peak Inflation in Retirement
- Missing CC Offers
- Reverse Mortgage
- What mortgage number to use in retirement modelling
- Pension Before 59 1/2?
- This will force me to retire FOR SURE
- Matson Money
- Pro-rating Pre / Post Tax IRA withdrawals
- Kemper Insurance?
- Harder than I thought it would be
- A Google Sheets Toolbox
- Understanding correctly?
- Thoughts on diversifying investments
- Is today the day for 20K ?
- Retirement Excel Spreadsheet OR Website
- Capital gains tax
- Wealth creating strategies
- Rollover IRA balance over SIPC limits
- Mortgage Life Protection Insurance
- Borrow Just Before Retirement
- Moving 403b to an IRA
- Mint.com Alternatives
- Which tax form to report a lump sum distribution from non-qualified def comp plan?
- Business 401k - Vanguard
- 2017 tax and beyond
- Lost Opportunity Video
- budgeting one time yearly expense
- Chase checking and online bill pay of Chase credit cards.
- Behavioral Finance-Anne Tergesen Article
- Dealing with Trad IRA tax rate & early withdrawal penalty
- 2017 budget based on 1998 spending
- Pulling the Plug
- Advice if you have it… HELOC in Maryland
- What triggers the 0% balance transfer offer
- Indexed technology investments?
- Current Moneydance users
- 72t withdrawal from IRA and Roth IRA coversion at same time?
- Roth conversion date for tax purposes
- 3-PEAT Retirement Withdrawal Strategy
- School me on 401k in service withdrawals
- Where to Park $400K for a Year?
- Will my Husband collect any SS?
- Estate Distribution 12+ Years From Now
- Roth/IRA tax question
- Financial Pros/Cons of being Married/Single in Retirement
- UK a great place for Americans to retire.....if you can get in
- Assets of 90 Year Old Relative; Your Opinion Please...
- Why not paper-file taxes?
- Absolute Return Solutions.....?
- how much to withdraw from ira (RMD)
- Tax on Social Security
- Financial Personality Types
- Qualified Dividends
- Question: Whole Life and PUA Policies
- Save money in a way most don't know about
- Military exchange shopping for veterans
- Tax Year For December Social Security Payment
- Sobering Stats
- Blank Checks From Multiple Credit Cards
- Arrrgh the f#*&$!@ financial industry is so intentionally opaque
- It happened in Australia
- Products that are worth the money
- When to pull the pension trigger
- Should have moved annuity over sooner
- 401K - Early Withdrawl with no Penalty
- Thoughts on Short-Term Reserves
- Long time since
- Does PIA change, given no additional wages?
- divorce affecting FIRE plans
- Amazon Prime 5% cash back cc
- New CC Approval Easier Then Expected
- How To Save For A House?
- Kitces: An interesting exploration of the increase in life expectancy
- Lump sum of 500K or $3500 PM @ age 65
- Different Roth contribution question
- Can I roll over my after tax IRA $ into a Roth?
- Possible rule change for inherited IRA's
- DIFFERENT mortgage payoff question
- Year by year pre-FIRE checklist
- Anyone Incorporate their trading / investment account?
- Leave Kids Life Insurance, IRA, or other
- Variation on ROTH horse race conversion method
- Poll: Retirees, do you keep your Excess Withdrawal? Or Spend it?
- Roth conversion projected benefit
- Another Do Your Own Tax Question
- Turbo Tax Confusion
- RMD nuts and bolts
- 401K Contributions in the year of FIRE
- Should I contribute to my IRA
- iOrp and Roth Conversions
- Backdoor Roth now or wait to see if MAGI qualifies for typical Roth
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