View Full Version : FIRE and Money
- 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
- Portfolio Visualizer
- How did you finish when you hit FI earlier than planned?
- Prepaid 2018 Property Tax- will you take the deduction
- FIRE success rate
- Interest Rates on the Move! (Finally)
- Should I invest in 457(b) def comp?
- Net Worth increases AFTER RETIRE
- Need advice on bond fund investing
- winners who quit after winning
- Favorite streaming service
- Question: What ratio do you use for housing expense?
- Foreign inheritance questions if anyone here knows
- Fidelity MyVoice
- FOMO, a new acronym for our vernacular !
- Living Trust for Medicaid?
- New TV today
- Living Trust Trustee Question
- Would appreciate comments - close to relative ER, concerned about risk
- HSA investments for Californians
- Turning 50
- Increase 401k contrib pct before last bonus payout?
- Investments Structure for retiring pre-55
- RE Income Effective Tax Rates - Higher Spenders
- Looking for the magic formula for Roth conversions vs RMDs
- Replacing a bunch of smoke detectors
- Dividend paying stocks
- State sales tax on internet purchases is back on the table
- Basic SWR Question
- Surprising Social Security Analysis
- Interesting viewpoint on credit cards
- IRA can be a taxing decision based on 2018 tax changes
- when to reset SWR basis
- What to do with an annuity? question
- IRA rollover
- Q4 2017 estimate tax due
- 4% rule for 2018 - Pfau updates the charts
- Telephone IRS Scams....
- 25X annual expenses ???
- Capital Gain Tax and New Tax Law
- Question on Flagship services
- Fear and Greed !
- Do you feel lucky?
- 1st Time Estimated Taxpayer: Filing Docs?
- IRS free file is open
- Overshot my AA Target
- American Funds Dilemma
- Robinhood - Free Stock Trading
- Age 62 Conversions
- Roth IRA keeping old documents
- What to do when DW doesn't understand investing
- Applied for SS- now what?
- IRAs, Roths, RMDs & IRMAAs, oh my
- Roth withdrawal rules
- Setting AA and remembering past bad markets?
- 401k vs. taxable account allocation for FIRE
- When to Cancel Disability Insurance / Life too...
- Paying off Parent plus loans with 457B funds?
- Bitcoin Commercial
- ACA and Tax Strategies
- Should I consider a HELOC?
- Break-even SS 62 vs 66 vs 70 calculators ?
- Retirement Calculator/Planner for multiple incomes??
- Asset separation or not?
- Selling Land - Capital Gains
- Won the Game/Moving the Goalposts?
- Money Laundering
- RMD, Roth Conversion opinions on our situation
- Dirk Cotton : Minimizing regret
- Losing faith in Vanguard
- Decedent's credit card reward
- My AA and risk reduction plan
- Tips for a TIPS ladder?
- Am I a market timer or just rebalancing?
- March 9, 2009
- Recharacterization.......one last chance?
- Just curious ????
- Calculating my tax torpedo situation - did I do it right?
- Collecting Social Security benefits at age 62
- Bonds vs. Bond Funds
- Allocation Thoughts
- PSA: Don't Forget to Review Your Home & Auto Insurance For Competitiveness
- new version of kiddie tax
- signing up with Vanguard Personal Advisor Service
- Bengen: Fixen A Broken Withdrawal Rate
- Doable or Not
- Is it a good time to buy pot stocks ?
- Personal Finance Software recommendations?
- Prioritize Roth IRA or HSA since I live in CA?
- Is there a formula for this?
- What could you cut?
- Paid State Tax By Mistake - Refund Advice
- WOW!
- Fidelity managed accounts
- Did she use the W word yet?
- Tax Cut savings calculator
- Interest rates on the rise finally?
- Amazon purchase... Aaauugghhh!
- Car repair philosophy. Anyone think like this?
- Got my first 2017 tax document
- 401k Rollover vs IRA contrib
- Dow 26k by Jan. 31
- $100 per barrel oil by summer
- Credit Cards with good perks??
- My first full year of retirement, 2018 tax plan...
- 2018 YTD investment performance thread
- Downgrading from Chase Sapphire Reserve
- States responses to IRS tax caps
- Withdraw from IRA and delay Social Security?
- 2017 S&P 500 sets a record
- Advice on buying new home in retirement.
- Warren Buffet wins $1 million dollar bet
- Index Funds
- Roth Conversion Strategy Changes in 2018?
- DIY Will ????
- Anyone see All the money in the world?
- debt repayment question
- How to Move $ from Roth to VanguardAdvantage?
- Credit Card Rewards Summary 2017
- Rebalancing 2018
- Investment Plan for 25-year old
- Dow 30k 2018
- Is it better to leave a taxable account as an inheritance than an IRA account?
- It's tomorrow ...
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