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  1. Considering taxes in beneficiary designations
  2. Vanguard Managed Account Program
  3. WSJ: Where Retirees Underestimate Spending
  4. Chase Sapphire Ultimate Rewards(UR)
  5. Retirement Shock and Needing to Find a Job.
  6. Retirement Spreadsheet - Inflation Question
  7. Roth conversions
  8. A reminder on the importance of eliminating recurring expenses
  9. ECRI presentation / view on global monetary policy
  10. An Unexpected Income "Stream"!
  11. Using RMDs to avoid early withdrawal penalties on CDs
  12. 3.15% 5 yr CD Northwest Federal Credit Union
  13. 5 year CD with 3.15% rate?
  14. lol, I'm rich!!
  15. Best Place to Buy a Used Car
  16. Firecalc retro experience
  17. Structured Sale or use of a M&A Reseller Experience
  18. A Growing Cult of Millennials Is Obsessed With Early Retirement.
  19. 401k contribution for HCE(Highly Compensated Employee)
  20. BLS Consumer Expenditures Report
  21. IRA question
  22. Poll: Taking SS - when?
  23. FDIC Question
  24. I am totally confused on the 2018 taxation of LTCG!
  25. Investment question...
  26. Market Linked CDs
  27. IRS Direct Pay System went down on Tax Day.
  28. Wellesley Admiral fund Realized Capital Gains
  29. Another Financial Horror Story...
  30. Thoughts on this budget?
  31. Form a C-corporation for personal investing?
  32. WD $ just around the corner
  33. PenFed 5yr CD at APY 3.04%
  34. Would you stay or would you Go......
  35. Warren Buffett on "time"
  36. Where's the M* App?
  37. Roth conversions and tax brackets
  38. Trade off between SS starting age and withdrawal rate
  39. Kudos to Am. Express Extended Warranty
  40. Time share question
  41. Asset protection: equity stripping?
  42. 1065 Partnership Returns - How to calculate Distributions (Schedule-K 19a)?
  43. I admit it, I do not see the purpose in FIREcalc
  44. Treasury Bills Notes Bonds Co-Ownership
  45. Paying for Wedding
  46. Order of accounts for Roth Conversions?
  47. Quicken Problems logging in
  48. Using Vanguard for CD ladder
  49. Fidelity Is Rethinking How It Charges
  50. Advice for Sister in Law
  51. 2018 tax forms - when?
  52. Forward Tax Planning Strategy
  53. Thumbs Up for FreeTaxUSA
  54. Poll - One Week to go, Are Your Taxes Done?
  55. Your Money or Your Life
  56. Allowance for aged care in FIRE
  57. ACA credit surprise with other credits
  58. 2 cents, new PBS shorts on financial topics
  59. How new tax law affects retirees.
  60. Is this really a "wealth" seminar?
  61. This is not so much about travel
  62. Just got my 1st SS payment but still in a LBYM pattern
  63. Ally to Prime Money Market fund transfer
  64. Convert existing IRA (pay tax on gains only) before my 401k converts?
  65. Turbo Tax - Deluxe or Premier
  66. Bear Bond Market Definition
  67. Should I keep old credit union account open?
  68. SS widower question
  69. Poll: Primary Home as % of Net Worth
  70. An Update For The "Managing My Mother's Money" Thread From Last Year
  71. Estimated taxes in the year of retirement
  72. Sell stock or just get cash dividends?
  73. Good service to sign up and use
  74. Turbo tax
  75. How do you handle "extra" income?
  76. House == bank ???
  77. Portfolio Hedging Strategies
  78. Real Estate Closing Costs
  79. Anyone chart their retirement cashflow?
  80. When do you actually "know" that sequence of return risk may impact a portfolio?
  81. One Less Year
  82. Took the first step toward RE
  83. Roth IRA/401k Questions: “Minnesota Specific*
  84. Best overall Internet Bank?
  85. Retirement planning for Medicare costs
  86. Income level exceeded for Roth IRA contribution
  87. Bonds and taxes???
  88. Schwab Intelligent Portfolio
  89. Dividend Payment Date Issue ?
  90. 401k to IRA rollover while working, Pros and Cons
  91. Cash on Hand
  92. Gain on sale of house when spouse dies
  93. Roth IRA 5 year rule... can't find an answer
  94. Adding explanations to a 1040
  95. IRA to Roth conversion questions
  96. Equity money from house
  97. Benchmark Needed for Extra-Safe Dividend Portfolio
  98. Nonchangeable, nonrefundable tickets
  99. Recommended software to plan withdrawal streams?
  100. 2.55% two yr FDIC bank CD at Edward Jones
  101. The Federal Reserve & C.D. Rates
  102. HSA Transfer delays--normal?
  103. Variable Rate Annuity
  104. Ordering A Car
  105. LAST years income too low for ACA...
  106. Side Business Income Strategy?
  107. Overpayment on EFTPS - question
  108. Volatile Income
  109. Tax rate for the retired or semi-retired with Roth
  110. Grievance against credit union/lender
  111. Question on Vanguard Money Market Funds
  112. Financial advice from 1953
  113. Huge tax bill
  114. ESOP and NUA
  115. Is it easy to get a Home Equity Line after FIRE before hitting 60
  116. Nine year bull
  117. Another way to calculate
  118. Turbo Tax online more expensive than the Box/CD
  119. State Tax Question: *Possibly Related To Series E Savings Bond Sale*
  120. Investment - Rental property in the Villages
  121. Clark Howard prices car insurance by state
  122. Cash flow cleaning out the attic
  123. Ridiculous insurance increase from Amica in Houston
  124. Bedrock Capital site down?
  125. Minimal savings outside retirement accounts-a hole in our plan?
  126. Thoughts on Marcus bank
  127. How does this work?
  128. expense ratio vs return
  129. Fixed Income Investing Question
  130. Poll: Lease vs Buy - 2018 version
  131. Chasing increasing bank rates
  132. Chip Credit Card Hacked in Australia............
  133. Borrowing money from a friend or relative
  134. Conversation About Savings
  135. Move Variable Annuity funds to IRA?
  136. Safest way to pay tax owed
  137. CT withholding on Pensions & Annuities
  138. HSA and Medical Expense Deduction
  139. HSA and ROTH IRA
  140. State tax question (CA, WA)
  141. Car leasing: yes or no?
  142. Estimated Quarterly Tax Payments
  143. ACA income calculation questions
  144. Why The FEAR?
  145. Valuation of Inherited Property for Tax Purposes
  146. Guilt about spending money on yourself !
  147. Mutual funds and treasuries
  148. Need my rental in an LLC to take advantage of 20% tax bracket?
  149. Back door Roth - have you ever been audited?
  150. Land to buy
  151. How to giving and save taxes
  152. Why Do Billionaires Want More?
  153. Latest EPI Cost of Living update
  154. How to invest an extra 50K
  155. Places to put short term savings
  156. No Heirs - FireCalc Success Rate Comfort Level
  157. Repair Car or buy new one?
  158. Fidelity Core Bond Strategy
  159. Protecting assets from lawsuits
  160. Scams I haven't figured out yet
  161. I'll buy your house for cash! [No, not me!]
  162. Social Security calculator error for ages 67, 68, & 69?
  163. Lock & Alert app from equifax, anybody use this yet?
  164. Post RE Monthly Budget Categories
  165. Market-linked CDs
  166. Social Security and the Windfall Elimination Provision
  167. Made the switch from Divorced Spousal SS to my own SS!
  168. Fun with Equifax
  169. Should I buy this condo?
  170. The 2018 HSA contribution is reduced in March
  171. Stock/Bond fund ratio?
  172. Asset Allocation Strategies in Retirement
  173. High stock AA
  174. Transferring 401 with traditional and Roth
  175. Looks like I'd gambled and lost
  176. Pension: annuity vs. lump sum?
  177. Inflation risk actions?
  178. Retiring at 40 in a year. Update to a previous post. Advice welcome.
  179. Fidelity Freedom Funds take on more risk
  180. SS Question, Not The Typical 62 vs FRA vs 70
  181. SS Question w/Disability
  182. tax diversification, or not
  183. Help with MAGI calculation for Obamacare Subsidy
  184. Annuities, a possible +Ve. (In Florida at least) - Please Control Your Excitement
  185. Home title theft
  186. Asset Allocation Improvements in Various Accounts
  187. Nuances of WEP question
  188. 62 yo, 1 more year ... savings strategy for 1 more year?
  189. Income Taxes During Retirement
  190. New tax law and ROTH
  191. Federal Tax Withholding
  192. Credit monitoring or credit freeze or fraud alert
  193. 401K or IRA, or does it matter?
  194. "4.00% APY. Do I have your attention?"
  195. Quick SS Survivor Benefits Question
  196. Did 2008 Recession Spoil You?
  197. Credit Card Authorized vs. Joint
  198. Pay off mortgage to reduce annual income?
  199. What would you do if... (Roth question)
  200. Would you... (Roth conversion)
  201. Structured Products
  202. String of gains broken
  203. Mechanics of distribution
  204. MEC Modified Endowment Contract?
  205. Nondeductible IRA contributions - Form 8606 - did TurboTax goof?
  206. Getting a SSA-1099 for phantom SS income
  207. Beneficiary IRA Trust? Approached by an insurance person?
  208. SS benefits when one spouse was born before 1952
  209. Great article for today's youth
  210. The Misguided Beliefs of Financial Advisors
  211. Differences in Vanguard Reports?
  212. Another SS Question
  213. When all assets are overvalued
  214. What do you use for a projected age 70 SS benefit?
  215. Does one have to file a tax return if...
  216. Quick SS Spousal Question
  217. All in expense ratio
  218. ER, home value and net worth
  219. Training courses and Lifetime Learning Credit for 2017 Taxes
  220. Tax question...its that time of year
  221. Muni Bond Glitch in Turbotax
  222. Pick up a part-time to get to FI faster or use that time to pursue my dream?
  223. Investment Expense rules for 2018
  224. H&R Block Taxcut Bug
  225. Social Security Nuts and Bolts
  226. Variable Withdrawal Rate Studies
  227. Anyone else missing outside accounts on Fidelity's site?
  228. Capital Gains question
  229. Recommendations for New Checking Acct
  230. Anyone used this Tax Calculator ?......
  231. Updated for Comment
  232. Real estate market
  233. Decision time with a package on the table
  234. File Amended 1040? What would you do?
  235. USAA and W-9
  236. How important is titling of a CD
  237. New for Amazon Prime ... 5% back at Whole Foods
  238. How can private party file lien on property
  239. Budget Review Frequency
  240. Rebalance or am I overthinking this?
  241. (expense ratio ) fees for tax year on vanguard site?
  242. UK consolidating ISAs vs pension
  243. Next income property a vacation VRBO?
  244. Hired the wrong estate attorney...what to do?
  245. Vanguard tax deferred account
  246. Pondering a portfolio spend strategy
  247. How to handle cashback bonuses? Invest for FIRE or spend it?
  248. To e-file or Not?
  249. City lost my Tax Payment
  250. Tax software accuracy