View Full Version : FIRE and Money
- Funding Grandson’s Account
- LendingUSA email advice.
- IRA Contribution Limits -1099 income
- Tax on Roth Conversion
- Moving money to a Roth from a 72t account
- New 2023.1 Version of AnyPia32 is now available for Download.
- Is Medicare IRMAA a big deal?
- Inflation % Prediction for 2023 Year End
- PSA: Cost of SPIA Annuity vs Age & Yield
- Private Equity in funds - Valuation?
- 2022 Withdrawal Rates?
- Converting 529 to Roth IRA
- S&P 500 Prediction 2023?
- A couple I-Bond Questions
- Vanguard - Printing Year End Report
- Best CD, MM Rates & Bank Special Deals Thread 2023 - Please post updates here
- Car Rental Biz?
- 2023 401(k) and IRA Maximum Contributions - Anybody here doing this?
- I see the new age for RMDs is 73
- Starting SS
- Aunt died will not viable
- Should I keep or pay-off, part of or all of, new mortgage?
- Estate planning for taking care of MIL
- Re-retiring?
- New WA state capital gains tax
- HSA question
- Withdrawals before RMDs?
- CDs in an IRA?
- MYGA from Ibexis
- Roll 529 to Roth
- When to take first RMD?
- Something Different About My Vanguard Roth Conversion Today
- Roth conversion question
- Consultant Offer
- Which fund to take my RMD from?
- Moved to Fidelity & away from financial Advisor
- MAGI & TAX Projection is a Crap Shoot at best
- Vanguard 2023 Outlook
- The 10X rule to have enough to retire by age 55?
- IRS has delayed the $600 threshold for issuing 1099-K
- Conversations about Money to have with your family over the holidays?
- Reran my numbers, running out of $$??
- Moving IRA Distribution through a Roth
- Investing small money
- Question about GSE Bonds
- Fidelity Full View Problems
- FZEXX vs FDZXX: What Yield to Compare?
- VHCAX distribution - invest or use for tIRA2Roth?
- Rebalancing...one fell swoop or via new investments?
- Spousal social security
- Quicken bond maturity date report
- Have I saved enough for Coast FI?
- 2nd guessing myself
- Tax Loss Harvesting: Same with ETF's as MF's?
- High Expense Ratio - Should I Sell?
- Stock Indexes vs Performance
- Homeowner Insuranced Doubled?!!
- Roth conversion to pay Income Tax
- Any decent snowbird areas for $300,000 or under?
- Tight US Labor Market and Covid Deaths
- Roth Conversions up until NIIT hits?
- CIT Bank - Anyone use them?
- 2023 Treasury Direct ibond rate
- ROTH conversion question
- transferring shares out of ComputerShare?
- Pls check my math on taking a fine to change CD rate
- 2022 sp500 prediction revisited.
- Vanguard Rollover with Fed Tax Withholding
- Divorce - who gets the 1099-DIVs?
- Federal taxes, and moving them around a bit
- Simplified one-fund IRAs for RMD’ers?
- Is it normal for a HSA custodial xfer to take a month?
- Vanguard "cookie" pop-up annoyance
- What do you think of Buffered ETFs ?
- Changing Spouse's SS to Spousal Benefit
- Graphing effective tax rate across an income range?
- Parents Estate Plan -Advice requested
- Empty Nest budget changes?
- Is a 4% withdrawal rate good again?
- Estimated tax, catchup withholding and penalties
- 2022 Personal Financial Report Card
- Seeking Alpha Special--$39 for 1 year
- HSA Contribution in 2023 for year 2022 - Will this complicate tax filing?
- Fidelity Go?
- Confused About Timing a TLH
- The simplest retirement equation.
- What is the dividend yield on your portfolio
- Munger: “Envy, not greed” (CNBC)
- Up to what bracket should I do Roth Conversions
- Extra Security for ssa.gov?
- I finally did it!
- Fidelity Money Market Premium class FZDXX, any surprises?
- Don’t need social security
- Dumb ? - what is an asset for purposes of a trust
- Another Roth Conversion Question
- Which Pension Selection To Choose?????
- 6 Uncomfortable retirement truths you need to know about.
- CD Interest
- A Taxing Situation for some fund owners
- IRMAA question
- Unable to get an IRS ID Pin for minor
- Roth IRA Contributions
- Good article on Tax free Roth Withdrawals
- MYGA Owners: What is the highest allocation you'd have?
- Gift Tax/Kiplinger Article
- Physical Gold or Silver Thoughts
- Have you taken your 2022 RMD re the possible passage of SECURE ACT 2.0?
- obtaining old w2s
- Article - 35% of Millionaires won't be able to retire
- So the Wife Went and Filled Up Her Tank......
- Mutual Fund In & Out Flow Charts
- Breaking CD's , Penalties and taxes
- Should I redeem older E Bonds?
- Self Directed IRA for Real Estate investment
- IRMAA SSA 44 self employed documentation
- Free $150 from Fidelity
- probably a dumb tips question
- Tax Harvest Question
- Updated: Delayed to 2023 - PayPal, Venmo issuing 1099-Ks
- SEP or Roth Conversion
- Building a Fixed Income Portfolio
- Thinking about annuitizing part of my 401k
- Collecting SS before FRA and still working question
- Inflation vs. Personal Inflation - How has your annual spending changed?
- No number credit cards
- Any Health Savings Account experts here?
- Property Tax 2023
- Confusing SSA chart regarding benefit
- IRS PIN & E-filing
- Feds: Help with TSP Annuity Estimation
- First time using TurboTax
- Personal Capital Fee account
- Tax Loss Harvesting - Vanguard Wellington
- How to generate a tax loss?
- How much should I spend on retirement house
- Are Stocks a Ponzi Scheme?
- DQOTD: Roth Conversion Treasury Bill Partial?
- Just got refund of Excess Savings Bond purchase
- Interest accruing on penalty from IRS?
- What type of bond funds would you buy now?
- Social Security Statements Updated For 2023
- Estimated fee to be an Executor of an estate
- Not a shining example of brilliance, VWIAX
- Discount for splitting qualified money in divorce
- Question on Roth conversion strategy
- Dividend "trigger" income levels for 2023
- Fido hsa
- How hard or easy is it with Vanguard to transfer Many Roth IRA accounts in?
- Which muni fund for Fidelity/Schwab
- Roth IRA early withdrawal - vanguard 1099-R coding
- Medicare Costs (IRMAA?) after a one-time Home Sale Capital Gain
- Annuity within an IRA question
- Consumer Reports survey: Hybrids are most reliable vehicles
- Agencies vs. Treasuries vs. Corporates
- Helpful Advice needed for a late saver
- Indexing SWR to inflation
- RV Pricing (crystal ball), RV in general discussion
- 2022 Tax Program Deals
- Rent raised over 5%--is this legal?
- Can You Cancel Your Social Security - I AM 61
- Cost for probate lawyer
- As Ricky Ricardo would say, "Splain it too me, Loocy?" (CD rates)
- RMD -From where to where this year
- Revisiting Firecalc?
- Tax free Cap Gains question from a newbie
- Was this one of those days?
- Bank routing number security?
- How many of you have gone to a one stop shop for your investments and banking? Like
- How sell treasuries?
- SS benefits payable to ex wife
- MN Vanguard- state form required- spam?
- Anyone having problems getting into Fidelity
- Some important "trigger" income levels for 2023
- What next up the risk/return spectrum from money market?
- Brokered CD's in a Vanguard Roth IRA?
- Do FHLB Bonds Seem Too Good to be True?
- underpayment penalty on sale of home
- Withdraw before or after CG Distribution for use of funds?
- Wealthtrack Financial Markets Are Dangerous for Investors: What You Need to Know 2022
- Inherited IRA - the latest?
- ESOP question
- Skimpflation
- 1031b exchange with a related party Form 8824
- Real estate agents in this market...
- reopened treasury auction vs new issue
- How to change brokers.
- Can I QCD from inherited IRA ?
- Vanguard Site Not Secure ??
- Still Waiting on Fed Refund After 33+ Weeks?
- Selling / rebalancing algorithm (the opposite of dollar-cost averaging)
- To those with TIAA Accounts, Annuity Payout Increased in Nov.
- When does Ally post savings interest?
- brokered CD interest question
- Required Withdrawals Question
- Self Employed // NQDC vs cash balance plan
- Fidelity web page question
- Mental Accounting - Retiring at the Beginning of a Downturn
- selling airbnb property, residential vs commercial property
- $550 annual membership fee for Chase Chase Sapphire Reserve® Credit Card - worth it?
- Souring on my International Equity allocation
- International stock in taxable or IRA?
- GNMA funds right now
- Positioning for R-day
- Taxable account portfolio
- Math Problem. Help!
- Quick Question About MYGA's
- The 4% rule just became a whole lot easier - Allan Roth
- First Guaranty Bank automatic rate increase
- DQOTD: T-Bills vs Cash Savings?
- Question about Timing of DW's Social Security Claim
- Supplemental Retirement Plan - Salary Deferment
- Oct 2022 was biggest month gain for indices since at least 1987
- My son wants to me to help pay for his very expensive wedding? How much?
- Teacher salaries & DGS
- International Bond Fund vs. Domestic
- Discover Bank $450 Offer
- IRMAA - how to avoid with this xtra tax
- What percentage of your retirement income is Social Security?
- 401K vs IRA legal protections
- USAA Senior Bonus - 40 years of membership
- Lump Sum in Taxable account
- Fast Eddie Jones strikes again
- FIRE and kids
- Partly a rant but also an alert to others
- Wash Sale Reporting Question
- Social Security First Year Recalculated ?
- PWZ or CDs: WWYD?
- Big differences between FIRECALC and New Retirement
- 2022 Year-End Distributions
- Sell bond index funds at a loss in order to buy CDs?
- Estate Planning Attorney says our AB or ABC Trust needs to be changed
- More withdrawal now?
- Best Low-Cost Index Fund or ETF to fund Roth IRA
- Schwab 2FA?
- Odd Investment Ending -- Yippee!
- simple yes/no IRA tax question
- Single life Annuity questions, quotes, taxes, etc.
- Simplifying My Portfolio
- Soc Sec spousal increase
- 2023 Contribution Limits (IRS through CNBC)
- IRS Announces New Tax Brackets for 2023
- Older retired relative wants to just put her money in a 10 Year CD-- Good idea?
- Over withholding taxes on Roth conversion
- Cashing a bond
- IRS announces 2023 Estate tax changes.
- Should I buy a callable brokered CD for the higher interest rate?
- Applied for my SS online, have a phone interview next month.
- High 401k contribution
- I am 61 years old: Will my Social Security benefits reflect the 8.7% increase?
- Rule of 55 exact date?
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