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  1. My Previous Employer Asked Me If I Would do Contract W*rk for Them; Should I?
  2. To mortgage or not to mortgage?
  3. rental property
  4. I’m getting a mortgage
  5. Emotional Support for Recent Early Retirees
  6. Thoughts about selling my rental and buying reits?
  7. IRA Rollover Question
  8. Managing Sinking Funds
  9. Can I Avoid Capital Gains on Sale of Second Home?
  10. New SS newsletter
  11. Now a Good Time to do Roth Conversion?
  12. Capital One credit card alerts stopped
  13. Rolling a 401k into an IRA questions
  14. Inherited IRA Distributions
  15. Does rebalancing daily yield the same outcome as rebalancing yearly?
  16. Biggest Single Day Gain for DJIA!
  17. Have You Bought Equities In Withdraw Phase
  18. Might be Time to Refinance
  19. Credit Card Signature
  20. How much do you invest when the market is down?
  21. Covid-19 and healthcare workers (over 50)
  22. Pet Meds—lowest cost Revolution?
  23. Nervous, want to keep 2020 retirement plan. I am not objective, please comment?
  24. Better off after February!
  25. Vanguard is going downhill
  26. Social Security Earnings Record
  27. NUA guidance... Fidelity Investment Center?
  28. Can I be excluded from a voluntary early retirement plan?
  29. Roth Conversion - not worth it?
  30. Did I miss the "whee"???
  31. Started nibblin
  32. More Roth conversion questions...
  33. Apple Pay - Finally
  34. Roth conversions in down market or up market?
  35. Bond fund question that I'll ask my accountant, too
  36. Advisor Suggested Annuities?
  37. Institute for Supply Management/ISM
  38. When Do You File Your Tax Return? (Trivia)
  39. Timely Tax Loss Harvesting Question
  40. This time is different!!
  41. Retired with only 300K in ML/ split 60/40
  42. Hard for a single to live on 40K + SS?
  43. Borrowing from IRA
  44. Spending down and taxes
  45. Where Do You Get Cash? I’m confused...
  46. Accidental Market Timing
  47. A Tale of Two Puzzles
  48. Moved money from stocks to guaranteed today.....good idea?
  49. Credit Card canceled for non-use
  50. Anyone has Allianz 222?
  51. Heloc
  52. SS Survivor Benefit for Non-US Citizen, Lives Abroad
  53. COVID-19 -based going to cash jitters?
  54. what software for tracking spending and income throughout the year?
  55. Pralana Retirement Calculator
  56. More Expensive Home Purchase After FIRE
  57. Too late to start Roth Conversions?
  58. Capital gains on sale of 2nd home
  59. Take loan to avoid tax hit? And meaning of FIRECALC Ending Portfolio
  60. Final Return for deceased
  61. Roth Conversions... When to stop?
  62. Ensuring a proper Estate dissolution
  63. Quicken Mobile or No Mobile?
  64. NonGovt 457B or Taxable
  65. Money for the Rest of Us Spreadsheet
  66. 1040 Tax Question
  67. Safer ROTH alternative for market downturn?
  68. Anyone Invest in Dimensional Funds?
  69. Tax question and using quicken
  70. IRMAA, tIRA, limits & rules questions
  71. Qualifying for an ACA subsidy
  72. IRS Form 8606 - need help please
  73. Strategies for Spare Credit Card
  74. Am I the only one who doesn't fret about taxes too much?
  75. It's worth a try
  76. Vanguard Digital Advisor
  77. FA After One Year - 2019 Update
  78. investments for retiree
  79. Roll UTMA to Roth ?
  80. Inherited IRA/Roth Conversion
  81. Social Security Survivor's Benefits
  82. Accuracy of Social Security Estimates?
  83. Sequence Risk
  84. Still Waiting for my annual IRS Identity PIN
  85. Ask for cash back from Amazon card
  86. My first bad experience at Fidelity
  87. Excess Roth contribution question
  88. Annual Roth Conversions All at Once Early? Late? 4 Equal Pymts?
  89. My Own Retirement Calculator
  90. Max 401k before I go or not
  91. Another Roth conversation question
  92. 2019 Citibank Bonus 1099 Dilemma ?
  93. 61 with 1.9m. can i still go moderate allocation?
  94. Helping My Daughter with her Retirement Account
  95. Health Insurance Premiums in LLC
  96. HRBlock filing error
  97. Is there a law regarding when 1099's are due?
  98. zero personal income tax in FIRE
  99. Selling house - where to keep the cash?
  100. $764,000,000,000...Will you get your cut this year?
  101. Roth backdoor: can I roll after tax $ and earning separately?
  102. Getting my buckets in order
  103. Settling an Estate
  104. Vanguard
  105. What percentage of your wealth is in a safe fund such as bonds or cash?
  106. iORP and Roth Conversion questions
  107. ROTH conversion in Turbo Tax
  108. Anyone consider getting a mortgage in retirement?
  109. Kids moving out impact on FIRE spending
  110. Proposed New Retirement Product from Fidelity
  111. Are some of you at the minimum asset allocation and are you at comfortable with that?
  112. When will Form 8606 be available?
  113. So you get 100% in Firecalc .. but are you comfy with your lowest minimum balance ?
  114. Fired before I'm FIRE ...
  115. Mid 50's or younger... are you counting on Social Security?
  116. Prop 60 CA - sale of primary residence
  117. Buying House - Cash or Mortgage - What Would You Do?
  118. Asset allocation after the sale of a business
  119. Pension-Lump sum, COLA/Non-COLA annuity
  120. Weird dilemma
  121. Self Employment and Social Security Benefits
  122. What a mess with unreported income
  123. Link to bucket method for withdrawing income at 59 1/2.
  124. Deferred Sales Trust - Anyone w/ personal experience?
  125. Wellington & Wellesley...
  126. Should I buy a new house?
  127. Question for Chase Private Clients
  128. Roth Conversion Taxes - Perspective (I Needed)
  129. CAPE10: Observations and Graphs
  130. Unexpected changes in post-retirement expenses
  131. Depositing checks online WITHOUT phone apps
  132. Zero percent card deals?
  133. Am I missing/overlooking something ?
  134. Now that we're retired, what forum do we graduate to?
  135. $200K/ yr income, 58 yrs old and no retirement savings
  136. With 5 years left, where to put contributions?
  137. Recharacterizing a ROTH IRA
  138. Tax Software
  139. Tax Question...1099 R
  140. Nice drop of 15% Vanguard Vanguard Target Retirement Income Fund
  141. FIRE in 2029!
  142. Review my SS numbers?
  143. Tax Penalty in 2021?
  144. TurboTax Form 8995
  145. Help with Property Tax Appeal
  146. Dimensional Fund Advisors (DFA) - Any Opinions Good or Bad?
  147. What would you do? Yes ANOTHER SS When to Take Question
  148. Are variable annuities ever a good idea..
  149. First year w/o itemizing for taxes since 1985
  150. U2F Security Key and Vanguard
  151. Tuition/529 tax planning
  152. Coronavirus - Financial impact
  153. The old Social Security break even dilemma
  154. Investing Windfall into Market
  155. Not as bad as I thought.....
  156. Best way of Using Home Equity for Retirement?
  157. Got a call from my FA, good news or bad?
  158. IRA Withdraw in 2020 for 2019?
  159. Should I go against the math and pay off the mortgage early?
  160. recommended money market fun?
  161. Vanguard communication frustrating
  162. Age Based Asset Allocation for Early Retirees?
  163. More misleading mainstream media malarky
  164. If you haven't already, you need to Download the NEW 2020 SS Calculator
  165. feeling like a roth is a waste now
  166. 100K in Cash - Merrill Advisor Yelling At Me to Invest
  167. Fidelity Offers Fractional Trading of Stocks/ETFs
  168. Is it time to cut back on pre-tax savings?
  169. Rental Property and Taxes Question
  170. Fidelity Full View down with Safari?
  171. Under the secure act, do you have to take >
  172. Asset Allocation Changes - Which Bond Funds
  173. Estimating Retirement expenses and taxes?
  174. Solo 401K In Plan Conversion to ROTH 1099?
  175. Clunky system at Oakmark
  176. ROTH timing question
  177. Wisdom of lump-sum distribution of 457 plan and IRAs?
  178. Poll:What % of your retirement stash is Taxable vs IRA, tIRA, 401k or Equivalents?
  179. Account Withdrawal Strategies
  180. Asset Allocations in Roth and Traditional?
  181. TurboTax question. I didn't use them in '18
  182. Cash Resources
  183. In the weeds (for me) tax questions
  184. When would you retire?
  185. I'm 4.2 million richer!
  186. Social Security website down?
  187. Will Fed Lower Interest Rates Jan 2020?
  188. NFCU tIRA CD - How to fund?
  189. RIP Kobe Bryant
  190. Budget list
  191. How long until sequence of returns risk no longer a concern?
  192. Roth IRA withdrawals
  193. Where oh where should the money go?
  194. Importing income on Turbotax
  195. Sick pay reimbursed in annuity- what to do
  196. House Rich and Cash Poor
  197. Credit card fraud
  198. Tax Planning
  199. The problem with the 4% retirement income rule
  200. BEWARE of Bank of America
  201. Handling of RSUs & Net Worth
  202. IRA WR Question
  203. 401K Employer Over Contribution Dilemma
  204. Stable fund vs 40/60 conservative Vanguard RE fund
  205. Help! Turbotax question re maturing TIPS
  206. Lifestyle creep delays early retirement update
  207. SEPP plan
  208. Capital One CD rates
  209. how would you account for these assets?
  210. Quicken Upgrade Question
  211. What is Best Value Premium Credit Card for Travel Benefits
  212. Another Passive Vs. Active Article - Baron's
  213. Got CSR? Pony Up Another Benjamin!
  214. A tool for maintaining your SWR?
  215. An email storm!
  216. My personal info hacked
  217. Buy 2019 H&R Block Federal + State Deluxe now or wait?
  218. Good preferred HELOC lenders
  219. Ford F150 transmission rupture
  220. How to ER with 100% savings in retirement accounts
  221. The Great Bond Party of 2019 Is Ending
  222. taking inherited IRA RMD ... monthly? yearly?
  223. DIY Term Life Insurance
  224. IRA for my son?
  225. Medicare premiums may help to itemize your taxes
  226. Three to Five Year Money? Where do you stash?
  227. After Stretch IRAs, What Retirement Breaks Could Congress Chop Next?
  228. FIRE Cash Flow Projection
  229. H&R Block 2019 tax program in the mail?
  230. Rolling TIRA accounts to 401K, small change remaining
  231. Setting up my Retirement Paycheck
  232. Buying Income for Seven Years
  233. Spend or save
  234. Roth contribution eligibility question
  235. Financial Fraud Interview
  236. OK Got Some Money - Now What?
  237. Block Online and ACA shared policy allocation
  238. Who changed it to 20%
  239. CBD Product Investment Opportunities ?
  240. ER spend down strategy from ages 59-65
  241. Is this draw down method sane?
  242. Sometimes I wonder do I want a social security raise?
  243. County Assessed a Late Fee, but Never Sent Me a Tax Bill
  244. SPIA vs. Muni Money
  245. Viewing Quarterly Dividends at Fidelity?
  246. Basic Social Security question
  247. Back door Roth: did I miss some steps?
  248. I guess lotteries really are a tax on people bad at math
  249. Time to take the landlord to court?
  250. Probability of Success at varying % Equity AA