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  1. IRS Taxpayer Advocate Interaction
  2. How To Calculate SS Correctly
  3. One Pension: 2 1099-Rís ?
  4. Amazon Prime price increase to $139/yr
  5. Pension W2 and 1099-R
  6. Beware Quicken !!
  7. Early retirement is bad ...
  8. CCRC fees paid with tIRA Assets
  9. First Year Roth Conversion & 401K Contribution... Does it Make any Sense?
  10. vanguard 1099
  11. HSA - how much ?
  12. Bridgewater: ďBonds are a terrible place to be.Ē
  13. Where and how do the super wealthy invest?
  14. First pension check has hit my account!
  15. Where do you actually get your money in retirement?
  16. Draw from HSA rather than Roth?
  17. DQOTD: Vanguard Consolidated Tax Info?
  18. Look for new job or ride it out
  19. Transitioning to Full Retirement - What's the Right Cash Position?
  20. Big Lump Sum and AA
  21. Federal Estate Tax
  22. Retirement home purchase
  23. Not enough Roth
  24. Zero exemptions still not enough!
  25. Is Penfed offering a discount for Turbotax this year?
  26. Has Tom Brady signed up here yet ?
  27. Cashing EE Savings Bonds and 1099-INT Form
  28. HSA Administrators Calling it Quits on March
  29. Costco Tire - Hard to do business with?
  30. The dynamics of bond duration and rising rates
  31. A Retiree's Portfolio Review,
  32. 2021 IRA contributions
  33. T-Mobile Money SAVINGS acct paying 1%
  34. Thrift Savings Plan Investors
  35. Just filed my Federal tax return
  36. Funding HSA in retirement
  37. Did anybody else buy today?
  38. Daughter wants to buy a house
  39. Cyber protection
  40. IRA Contributions for 2021
  41. Vanguard Target Funds - Large Cap Gains Distribution?
  42. CPA questions (Trust related content)
  43. VG Predictions for 2022
  44. Direct Indexing
  45. Interesting Asset Allocation Calculator
  46. Donor-Advised Fund/Vanguard and Fidelity Charitable
  47. We Canít Afford Our Home Anymore!
  48. Sometimes it is hard to do nothing!!
  49. Rebalancing within an IRA
  50. Replacing PFORX
  51. 2 Years From FIRE Add Bonds?
  52. Questions about RMD and SS Deductions
  53. Are We In or Entering Stagflation?
  54. Crash Proof Retirement - What do they sell exactly?
  55. Trying to retire, but canít.
  56. Fisher junk mail
  57. Selling gold and other jewelry
  58. Do I need to be talked off the RE ledge?
  59. Determing Deductible vs Non-Deductible For Inherited IRA
  60. IRS lost my tax return
  61. Market Volatility
  62. Boy did I ever pick a great month to retire! #StockMarketDrop
  63. 1 oz gold Buffalo proofs
  64. I wish I knew before (or after) I retired???
  65. SMH - huge surprise capital gains in taxable
  66. taxable account and reinvestment vs. distribute
  67. Applying for multiple bank / credit union new a/c "bonuses" and impact on credit
  68. Turbo Tax QCD bug
  69. Expats living abroad, who maintain a Virtual USA Mailbox. - Questions
  70. When and how to take RMD
  71. Quick RMD Reporting Question
  72. Vanguard Web Page, old or new?
  73. Multiple ACA policies and a subsidy
  74. sell bond fund buy Utilities fund.
  75. Credit card payment delay promos and your credit score
  76. First Roth distribution
  77. Dying With a Huge Mortgage
  78. Bond fund question
  79. Can someone explain time sharing?
  80. Taxes on Social Security
  81. Bank messing with my mortgage
  82. Minimizing the "Skim" -- the Key to Retiring Early
  83. Account access if we become disabled
  84. DWs SS went up $68pm - Her Healthcare went up $184!
  85. New beneficiary for excess 529 money
  86. Advising teenage daughter
  87. The Ratcheting Safe Withdrawal Rate Ė A More Dominant Version Of The 4% Rule?
  88. Exit sign?
  89. Google Finance lost track of SWAGX
  90. 2022 Investment Performance Thread
  91. Excellent William Bernstein post
  92. Too Late for RothÖ.?
  93. Best walk off the job story
  94. Should I Delay DROP?
  95. How long would you wait to contact the IRS in this scenario
  96. FIREd like a boss! I walked out the door and didn't tell anyone!
  97. Tax Burden in Retirement - Anything Better Than SmartAsset Calculators?
  98. Plug is Pulled
  99. Virtual mail box for expats
  100. Beating Index SP500
  101. So I made too much to contribute to my Roth
  102. Income Tax Refund -> I Bonds
  103. I need a (new) retirement plan?!
  104. Questioning the 4% plan in retirement
  105. DQOTD: Roth Conversion 5-Year Rules???
  106. Capital Gains - Mechanics of Selling By Tax Lots?
  107. 2022 Mergers and Acquisitions
  108. Q: Cash needed in a Target Retirement Portfolio?
  109. Forums / websites like this one for planning a remodel
  110. Parents in mid 80s and no will/trust. What to do?
  111. HR Block software - 2 states
  112. 55 this year. Any Financial changes?
  113. 529 investment choices
  114. M1 Finance opinions/experiences?
  115. Wellesley Stock allocation
  116. It's (mentally) hard to sell my investments
  117. AnyPIA question - PIA Amount shown
  118. Extended i-Orp help needed
  119. Is an all-in-one fund a substitute for having a cash reserve?
  120. Do you carry Medical payments coverage on your car insurance?
  121. Do you always take the dividend if it is less than your yearly spending when retired?
  122. What do you spend on income taxes and health care combined?
  123. Non-Qualified Variable Annuities Distribution Options
  124. Vanguard tax forms ready
  125. PIMIX - Bond position / allocation
  126. Capital Gains question
  127. 2022 first full year of retirement: tax gain harvest, Roth conversion, etc...
  128. Using Tax Calculators for Planned Roth Conversions
  129. PSA: Planning for Infrequent (Major) Expenses
  130. Credit Card Rewards for CY21
  131. TAX EXEMPT BOND FUNDS ? A Question
  132. Annuity vs. Lump Sum - How to decide?
  133. Anyone familiar W/Decoding the SSA.GOV "ANYPIA" App to see one's Future SS Payment?
  134. Advice for 26 year old/rollover of 401K
  135. 0% LT Capital Gain vs 12% Roth Conversion
  136. Updating Social Security Benefits
  137. How Much is Enough to Self Insure for LTC?
  138. Social Security Calculator for ER?
  139. Secured loan / investment in home for family member ?
  140. Bankrate Awards
  141. Retirement Calculators
  142. What would you do with this $?
  143. How Much Should You Pay for Professional Advice? excellent Mike Piper post
  144. Investment advice for a new granddad?
  145. How much would you Roth convert?
  146. Mechanics of Fidelity IRA Withdrawal
  147. Bond allocation @ 41 yrs old
  148. What ETF do you have and will keep for the forseeable future?
  149. Tips? My first estimated tax payment
  150. Any other "Car Guys" planning for FIRE?
  151. Age 55 and two small pensions -- what would you do?
  152. good firecalc %
  153. VERY conservative asset allocation
  154. Best CD, MM Rates & Bank Special Deals Thread 2022 - Please post updates here
  155. Homeowner Insurance and replacement cost estimate
  156. Mega Backdoor roth via my own business Vanguard 401k
  157. Your 2022 S&P Prediction
  158. FIRE in 4-6 years; what do you wish you'd done at this stage
  159. SIPC Insurance on each $500,000 balance?
  160. SP500 decades chart, 1920's to now
  161. Time for Vanguard?
  162. Basic RMD question
  163. Estimating future federal income taxes
  164. Does tax-deferred $$ make sense for us?
  165. Best auto insurance carrier?
  166. Will Vanguard Ever Start Managed ETFs?
  167. Wisdom of doing roth conversions !
  168. Closed fund rollover from 401k to IRA, in-kind
  169. Sold Stock - Taxable Investment Suggestions?
  170. New federal retiree transfer TSP balance question
  171. Ibond Journey
  172. Best resource to ease someone in to tracking / reducing expenses?
  173. Should I use a 529?
  174. 529 funds for teacher certification test?
  175. Quicken Deluxe 40% off with coupon Amazon
  176. Take non-COLA pension now since the money will be devalued by inflation?
  177. Vanguard pushing me to brokerage account
  178. Can you contribute to HSA when retired ?
  179. Final Year End Roth Conversion
  180. Resources you use to Educate on Money and Markets in retirement
  181. 60/40 balanced fund/what to do for asset management issues
  182. CA Taxes on people with terminal diagnosis
  183. Pulling money from Roth pre 59.5
  184. Changed RMD Tables for 2022
  185. Realistic budget for travel and health in retirement?
  186. Vanguard 60/40 Balanced fund
  187. 401K question about investment selection
  188. How Much Time
  189. Trigger point for trusts?
  190. For Those Who Want To Increase Spending, On What?
  191. Treasury Direct Conversion Account
  192. sigh ... 2020 tax refund in 2022
  193. Contactless Credit cards - safe
  194. Worthwhile article and thread on "The Most Efficient Portfolios"
  195. Where to hold cash at Vanguard
  196. Mental Gymnastics to Make Sure You are Spending Enough
  197. Mindset vs Tax Bracket
  198. Converting Vanguard Funds to ETFs at another broker
  199. Social Security Benefits Questions
  200. ITOT ETF paying non-qualified or qualified dividends?
  201. Help Me Understand What is Going on with TRBCX?
  202. amended tax return
  203. Big glitch in 2021 HR B software until it updates, check others
  204. tax impact of paying down student loans?
  205. SLAT or GRAT
  206. Online only Banks & I-bonds - Ally Bank
  207. Cash out rentals to invest in the markets ?
  208. Inheritance/will question
  209. 2 years retired now, some concerns perhaps/perhaps not?
  210. Where to get cash
  211. ACA penalty for overestimating income?
  212. TIPS in an IRA
  213. Retirees arenít spending enough of their nest eggs - Interesting Bartonís article
  214. How Will Inflation Affect Your 2022 Planned Spend?
  215. Question about gifting strategy
  216. Offer to Change Credit Cards - Why?
  217. Anybody want to share steps to choose what to sell?
  218. Time to Move Forward- Life Story
  219. Signing back of credit card?
  220. Second To Die Life Insurance Policy for Estate Planning
  221. Linking Treasury Direct to online bank account
  222. Weird observation, using H&R Tax softwere
  223. 401k Roth Conversions
  224. Morningstar's Market Crystal Ball Irresponsible
  225. Penfed Visa w/ 5% Cashback on Gas
  226. Rising Equity Glide Path in Retirement
  227. Edward Jones and my remorse
  228. Firecalc Mortgage - include in Pensions/Off chart
  229. Wash sale transactions
  230. Transferring from TRPrice to Fido Tax Consequences
  231. What can we learn from the Bob Ross estate saga?
  232. Clarification on RMD withdraw date
  233. Weird message on SSA website related to estimated benefits
  234. Opinions on AA for elderly couple with 4 year max horizon
  235. Anyone Here Have Personal Experience Using Fisher Investments?
  236. Solo401K/Revocable living trust
  237. PSA: Inherited IRA and RMD
  238. Looking for Bettter CD Rates
  239. Retire in June or OMY?
  240. What to do with big payoff?
  241. Roth maximum contribution for low earned income
  242. Where to put 350k for a year that is earmarked for a house renovation
  243. Three year plan to 59.5
  244. Questions about DTC transfers
  245. Help me refine my message to my advisor
  246. Warning: Quicken Interface to Schwab is Toast
  247. Pre Paying estimated tax payments
  248. ACA Noob
  249. Dormant Accounts
  250. Personal loan question