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- Tracking spending...
- Wade Pfau on High CAPE ratios
- Nothing fancy here....
- "step up in basis" rule
- 529 plans
- A Harvard Economist Screwed Up
- Shrinking CC Points value
- DJIA - Inflation
- China stock market
- Roth Conversions - Conventional Wisdom
- Large Payment to Mortgage
- Kids Causing Retirement Crisis?
- Taxable, Tax Deferred, Not-Taxed?
- Amazon Prime Day
- Help with a payoff decision
- Lump sum or annuity?
- Estate Planning Question
- Selling jewelry--my recent (positive) experience
- Earnings Test When Collecting Social Security Before FRA when Self Employed
- YIKES...20% Fed Tax on 401K Distribution
- Social Security age 70
- Free Fidelity retirement consultation?
- Effect of not working on Social Security
- Finding a financial adviser/asset manager
- Reverse Mortgages
- recovering old bank accounts
- Citadel 2% 2 Year CD
- My free dinner and sales pitch
- Long Term Care Insurance 60% premium hike--yikes!
- Mutual Fund Dividends: Qualified?
- silly question re: dividends
- Giving Notice
- Pfau's Article on Insurance vs Investing
- Fee-Only Planner and NE Houston
- I'm not a market timer, but...
- Retiree Medical Coverage/Medicare Question(s)
- SSA makes mistakes
- Expensive Retirement Home
- DCA vs Lump Sum Investment ~ Your Thoughts?
- Discussion with my Aunt-by-Marriage - VUL related
- Ally Bank changing ATM policies
- Neighbor not paying her fair share of property tax?
- good way to guesstimate taxes in retirement
- My Capital One "Urgent fraud prevention alert"
- Good read on DB/DC plans and poverty
- Why It Rarely Pays For Both Spouses To Delay Social Security Benefits
- NYSE Glitch !
- Vanguard expert on total return vs. income producing
- More on "friend who wants to sell IUL to me"
- China
- I hate my Sears tractor.... John Deere anyone
- Company being Sold - Financial Thoughts
- Mom is trying to hold more "cash" ...
- Roth 401k Rollover
- Roof Day
- DW said "the heat (florida) wasn't so bad..."
- FIRECalc v Fidelity RIP v Financial Mentor BRC
- Seeking Optimal Roth Conversion/RMD Strategy
- Finally getting the Courage
- Sold the second car this evening.....
- State tax assessment
- The danger of following the rut in the road...
- 401K institutional funds vs. retail mutual funds
- Old Savings Bonds - Didn't Think The Time Would Arrive
- Bad debt in the bond mutual funds
- Any FIREd folks use TIAA-CREF?
- Does Durable POA trump POA?
- Are you up or down as of 6/30 for the year?
- Free at Last
- Three retirement "loopholes" that won't last
- Agressive SS Claiming Strategies Under Review?
- lump sum vs pension
- Sealed Bids to sell Home
- Housing Crisis? Maybe the problem is how few communities in America are attractive.
- Rolling Over After Tax 401k Contributions
- New Retirement Calculator in Personal Capital
- Congrats to our LGBT community!
- Leaving Ameriprise - the finish line is here
- Understanding SWR, SS, etc?
- Car Buying Services - Your Thoughts
- Facts on SS spousal benefits
- Investing- question about loads
- An article on the 60/40 model
- Inherited IRA...any advice/insight?
- CapOne 360 savings offer serious money
- Pension decision
- Government Plan Provider Options?
- Closing costs when paying cash
- Larry Kotlikoff discovers insidious SS trap
- Question re: Rollover from High-Fee 401K to IRA, and Possibly to Roth IRA
- Sam Adams founder
- Planning on moving from Annuity to IRA
- Yet Another OMY Dilemma
- Anybody use the Retirement Calc on MarketWatch ??
- Questions for lifetime annuity holders!
- New Wade Pfau article of great interest
- Wealthfront and Betterment
- Random musings on inflation and retirement
- Real Estate ROI vs. Securities
- IRA transfer timing for divorce
- Can someone explain the "Bond Drama"
- Question on 457 Roth (deferred comp)
- (Yet another) LTC question
- How much of your retirement portfolio belongs in bonds?
- VTXVX vs TRRGX
- 4.4M US millionaires
- Tipping point 401k withdrawals exceed contributions
- LED home lighting; not quite ready or ready for prime-time?
- Calling all floridians who can verify this is safe
- I don't understand the personal economics of California
- World or US bond funds to buy now
- Listening to Financial Pundits
- Indexing--in theory and in practice. Bubbles, market distortions . . .
- Looking at a rental house, that had a death occur
- Laurence Kotlikoff - Maximize my SS.com
- Security Freeze - Update
- The campaign started today...
- expense changes when one member of a couple passes away
- Your assessment of my plan, please
- Inheritance question
- Taxes are killing me
- Estate Planning. Where to Start?
- Validation
- How many folks use a tax attorney or specialist?
- Building a Home without a Budget
- Survey on FA interests
- Why I am not worried about SS going bankrupt
- Multi-assest etfs
- Solar photovoltaic on the house as an investment
- Presciption Cost
- Options Industry Council Webinars
- Dow to drop over 4000 pts and other news at 11PM
- Incorporate two rental properties with children
- Counting large tax bills in SWR
- Early withdraw from Roth IRA after 401K transfer
- Tag team driving lessons..
- SWR - No Heirs
- Do you ever get used to watching cash accounts decline with spending?
- Boss Conversation - Advice Needed
- ER...the early years questions
- Jet.com vs Amazon.com
- Backsliding , may go back for some contract work
- Without bound
- Where can I put $$ for best short term return?
- Cash and where we go from there
- Larry Swedroe's "Reducing the Risk of Black Swans"
- 2015 stock market
- I-Orp vs. ********.com
- OPM data breach – what should you do?
- annual "gift" exclusion
- Why is Vanguard so Intent on Selling Advisory Services?
- Scott Burns recommends lead
- Journalist request
- Friend is trying to get me into his annuities
- Instavest
- Vanguard or TIAA-CREF personal asset mgmt?
- Just paid off the mortgage. Putting the pay off the mortgage question to rest.
- Double and triple-dipping
- how would you invest/live on 24m? Details forthcoming
- A "Ratcheting" SWR - Kitces
- Retirement taxes
- Brokerage Bonuses - Fido
- Retirement - now or later?
- Life Insurance Decision
- Inflation linked savings bonds report negative inflation
- Vanguard adjustment
- How early retirees are different from the rest of us
- More aggressive allocation
- Fidelity IRA Match
- Is the early S.S. reduction straight line??
- Are They Typical?
- Thinking of Buying a Mobile Home Park as an investment
- Fidelity?
- Do I Have Enough To Retire From Firefighting
- Senior discounts: up-to-date overview
- Second Home- All Cash, or HELOC?
- Using Non-Correlating Asset Classes
- It's all about Risks
- House next door for sale -- should I buy as investment?
- Return Threshold for Real Estate Investment
- Medical Expense Changes
- SS "Maximum Family Benefits" - Relevant for just 2 people on one record?
- Federal Reserve Report on Economic Well Being of US Households
- Budgeting and extra income
- Synchrony Bank
- contractor to federal government
- Questions about I-ORP
- A small economy.
- CDs vs Total Bond Fund after 15 months
- Corporate pension taken 3 years late - is the money lost?
- Friend inherited non-qualified (after tax) IRA
- Recently FIREd, need Capitol gains financial advice.
- Optimum ladder length?
- Portfolio Mix??
- When to get back in to bond funds?
- I got some great news last week....
- Longevity
- Satisfied, but......
- Amazon 3% Cash Back
- Yet another "pay off mortgage" question, with a twist
- Should I pay off my rental house?
- My retirement journey ...
- Betterment
- Combo budget + investment software?
- After tax 401 and back door Roth
- Anyone familiar with RealtyShares investing?
- investment income calculator tool?
- Retirement spending account flexible annuity?
- Ghostly? China's Property Market Reconsidered
- Calling off W/L insurance specialists
- Anyone made it thru residual income (royalties, ad revenue, etc.)?
- Travelling spouses (before retirement) question
- Another "pay off mortgage early" question
- Mutual Fund to ETF Converter website
- Similar Stocks The simple and easy way to find similar ETFs, stocks and funds
- Taking Defined Benefit early....
- Article: SWR strategy comparison
- 401k or Taxable, which would you contribute to?
- retirement cliff article
- Worth it to switch insurers?
- Could Govt support a second Great Recession ?
- Dedicated to the $$ mattress
- I know, I know, annuity is a bad word but...
- T. Rowe Price Financial Advisor free consultation
- Justices make it easier to sue over 401(k) retirement plans
- Tobin's Q revisited
- Too many scenarios!!!! Help!
- I found the predatory FA... and it's my Mom
- THANK YOU Early Retirement Forums!
- Can I contribute to 457?
- Help me pull the trigger....
- Life insurance and Annuity selling by Wade Pfau?
- Retirement delaying excuses
- How backtesting fails
- Ayco Money Smart Coach - Your Opinion?
- AAII--Any Members Here?
- Anyone Know the skinny on Personal Capital?
- Synthetic bonds in IRA?
- Website/Tools to evaluate historic returns of specific stock/fund allocations
- Pre-retirement dream job
- Bond Market Anxiety
- Living on the go: how to receive & deposit paper checks
- Is Large Increase in Foreign Holdings Justified?
- How do I calcualte the value of a REIT limited partnership?
- Mind bending *Pension (Cash Balance Account) question
- Catch Up Contributions and 401k Contribution Limits
- "Vanguard Personal Advisor Services(tm)"
- Market correction ... Just as I plan to ER
- Do you use a Vanguard Flagship Service Advisor?
- Monthly checks vs cashing out a pension:
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