View Full Version : FIRE and Money
- Back door Roth - have you ever been audited?
- Land to buy
- How to giving and save taxes
- Why Do Billionaires Want More?
- Latest EPI Cost of Living update
- How to invest an extra 50K
- Places to put short term savings
- No Heirs - FireCalc Success Rate Comfort Level
- Repair Car or buy new one?
- Fidelity Core Bond Strategy
- Protecting assets from lawsuits
- Scams I haven't figured out yet
- I'll buy your house for cash! [No, not me!]
- Social Security calculator error for ages 67, 68, & 69?
- Lock & Alert app from equifax, anybody use this yet?
- Post RE Monthly Budget Categories
- Market-linked CDs
- Social Security and the Windfall Elimination Provision
- Made the switch from Divorced Spousal SS to my own SS!
- Fun with Equifax
- Should I buy this condo?
- The 2018 HSA contribution is reduced in March
- Stock/Bond fund ratio?
- Asset Allocation Strategies in Retirement
- High stock AA
- Transferring 401 with traditional and Roth
- Looks like I'd gambled and lost
- Pension: annuity vs. lump sum?
- Inflation risk actions?
- Retiring at 40 in a year. Update to a previous post. Advice welcome.
- Fidelity Freedom Funds take on more risk
- SS Question, Not The Typical 62 vs FRA vs 70
- SS Question w/Disability
- tax diversification, or not
- Help with MAGI calculation for Obamacare Subsidy
- Annuities, a possible +Ve. (In Florida at least) - Please Control Your Excitement
- Home title theft
- Asset Allocation Improvements in Various Accounts
- Nuances of WEP question
- 62 yo, 1 more year ... savings strategy for 1 more year?
- Income Taxes During Retirement
- New tax law and ROTH
- Federal Tax Withholding
- Credit monitoring or credit freeze or fraud alert
- 401K or IRA, or does it matter?
- "4.00% APY. Do I have your attention?"
- Quick SS Survivor Benefits Question
- Did 2008 Recession Spoil You?
- Credit Card Authorized vs. Joint
- Pay off mortgage to reduce annual income?
- What would you do if... (Roth question)
- Would you... (Roth conversion)
- Structured Products
- String of gains broken
- Mechanics of distribution
- MEC Modified Endowment Contract?
- Nondeductible IRA contributions - Form 8606 - did TurboTax goof?
- Getting a SSA-1099 for phantom SS income
- Beneficiary IRA Trust? Approached by an insurance person?
- SS benefits when one spouse was born before 1952
- Great article for today's youth
- The Misguided Beliefs of Financial Advisors
- Differences in Vanguard Reports?
- Another SS Question
- When all assets are overvalued
- What do you use for a projected age 70 SS benefit?
- Does one have to file a tax return if...
- Quick SS Spousal Question
- All in expense ratio
- ER, home value and net worth
- Training courses and Lifetime Learning Credit for 2017 Taxes
- Tax question...its that time of year
- Muni Bond Glitch in Turbotax
- Pick up a part-time to get to FI faster or use that time to pursue my dream?
- Investment Expense rules for 2018
- H&R Block Taxcut Bug
- Social Security Nuts and Bolts
- Variable Withdrawal Rate Studies
- Anyone else missing outside accounts on Fidelity's site?
- Capital Gains question
- Recommendations for New Checking Acct
- Anyone used this Tax Calculator ?......
- Updated for Comment
- Real estate market
- Decision time with a package on the table
- File Amended 1040? What would you do?
- USAA and W-9
- How important is titling of a CD
- New for Amazon Prime ... 5% back at Whole Foods
- How can private party file lien on property
- Budget Review Frequency
- Rebalance or am I overthinking this?
- (expense ratio ) fees for tax year on vanguard site?
- UK consolidating ISAs vs pension
- Next income property a vacation VRBO?
- Hired the wrong estate attorney...what to do?
- Vanguard tax deferred account
- Pondering a portfolio spend strategy
- How to handle cashback bonuses? Invest for FIRE or spend it?
- To e-file or Not?
- City lost my Tax Payment
- Tax software accuracy
- I'm a Chump
- I'm Still Nervous ...
- Rollover IRA
- Why are annuities so controversial?
- Contributed To An IRA When I Wasn’t Eligible…………Now What ?
- Which is more safe gold CD or treasuries?
- Fido 1099 now available
- 529 or Not?
- Asset Allocation advice & rebalancing a bit
- 1031 exchange to DST, anybody?
- Refund schedule
- Form 8606 preventing me from filing return
- Online Money Coach
- New Pass-through Business Deduction
- How many times did you reach your "number?
- Portfolio Management firms - consolidate or diversify
- Help parents and put own retirement at risk?
- Home buying question
- How much do state Taxes matter?
- More scams to steal tax refunds
- Who Knew? Schwab 3rd party CD's
- Navigating Tax Brackets and Travelling
- Brrr...
- Anyone adjusting 2018 withholding?
- When are SS statements updated ?
- Withholding and Avoiding a Penalty
- How to shift gears from Saver to Spender?
- FIRECalc, allocations and expenses
- Deceptive FA
- Are we heading for another potential Financial Crisis?
- Coventry Direct
- Tax Reform and Tax Strategies
- Revisiting my asset allocation
- OK Prognosticators, what's your call for the week ?
- Help me get over spending anxiety
- Middle, Upper Middle Class Distinction for Retirees
- SMA accounts/index funds in taxable account
- Book list
- Ways to reduce MAGI after 12/31?-Medicare bill
- Transferring Brokerage Account
- Any Suggestions? Am I playing it too safe?
- Dealing with capital gains & Qualified distributions in i-orp
- Would selling right now be such a poor decision?
- Budgeting in ER with kids, major expenses and long time horizons
- Company SEP, do I have any options here?
- Cash Reserve - Creating and Maintaining?
- IL Property Tax refund form
- Euphemism for job: Side Hustle
- Never fails in a down market: people fled in droves
- Megacorp Exit Strategy
- Whole life Settlement/Annuity Commission?
- Market Drop Highlights Brokerage Differences
- Swedroe Article - 4 Horseman of your Portfolio ... Questions
- Tax Managed Balanced Fund: Where are the dividends?
- Trading places
- Interesting Post from GRS: "Mom's a Millionaire"
- Inflationary factors?
- Poll: How low will it go...
- Whos got dry powder?
- What is your action vs Market Fall?
- Federal Refund Came Today Feb 5th
- plan for Roth Conversions + tax torpedo
- Need cash, what to sell now?
- Selecting a bank or other corporate trustee
- Looking for guidance on a possible 1099 issue
- Free Quicken
- Benefits to annuitizing 401k money?
- Bull Markets and the 4% Rule
- AA too conservative
- What Would You Do With $100,000 Right Now
- 401K – Rollover or Lifetime Annuity
- Where to put the money
- Bonds go down with interest rate hikes?
- Capture Zero Tax LTCG Instead of Doing Roth Conversions?
- Turbotax state filing cost
- Down Day in the Market !
- Dividend Reinvestment Question
- Sell Me on Fidelity rather than Vanguard
- RMD Questions ????
- Purchasing additional pension years?
- Walk away from Social Security?
- International Tax Advisor
- Tax on worldwide income?
- cash equivalent
- Accounting for home improvements
- An inheritance may be coming soon
- Moving Money Quickly
- Big tax bill & probably a penalty too - help!
- Anyone use a muni ETFs as an alternative to CDs or muni bond ladders
- More Lump Sum/Annuity Questions: Detailed and General
- Our post-FIRE withdrawal plan
- 401K HCI (Highly Compensated Individual)
- When to Withdraw From IRA
- Suze has spoken - new retirement age 70 - 'not a month or year before"
- Taxes on expired annuity
- Haven't gambled in over 6 months, thanks to here
- How do you account for care for your parent(s) in your FIREcalc?
- muni bonds
- Filing federal taxes
- Can't File Federal Tax Return yet
- Interesting article in NYT about ER and health
- Three buddies
- Fidelity Turbo Tax -- can't find the free download offer !
- 2017 Million $ Year
- 529 Beneficiary enlisted, now what?
- Bond Tent to Reduce Retirement Risk Window
- Allocation Planning for Future QCDs
- Rookie estate planning question: Tax deferred IRA accounts
- After-tax contributions to a retirement plan
- Should we pay the mortgage off
- Projecting investment inflation vs. SS increases
- Tax Deferred Retirement Plan
- Adventures in Cryptocurrency
- Question Regarding Dividend Classification
- Request for Advice regarding Trust/Will
- Social security calculators
- fixed annuities -- issuer insolvency risk
- Minimize taxes during drawdown from various account types in retirement
- What is the best time in cycle to retire?
- Lump Sum of Cash
- Starting small non-COLA pension
- Tax minimization calculator
- Variable annuity firing squad or slowly strangle.
- RMD today
- 1099s
- What are your rebalance triggers?
- Estate Attorney and Executor?
- CC Denied Because We're Not Up To The Eyeballs in Debt
- California EV Rebate
- Rebalancing Portfolio challenges
- Need your thoughts on Bond Funds
- What does "enough" mean to you?
- Municipal Bond Fund Changes Related To Tax Reform
- Preplanning / Prepaying for Final Arrangements
- The Elegance of Indexing
- 2018 Tax Planning
- Need a Mobile Broadband plan with no Monthly fee.....
- Accessing your money
- Single stocks vs sector fund risk?
- Quick question on IRA recharacterization
- Capital One CC $150 free cashback
- Gov. S/D, what impact on the markets ?
- Online banking--any issues?
- Turbotax Free from Chase
- Ratchet Up
- Roth recharacterization for 2017
- Roth IRA doesn’t seem good
- Govt shut down
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