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  1. 100k minimum MM and other accounts
  2. Portfolio Alternatives Advice? Single fund vs 17 ETFS? Annuities?
  3. Little surprise on withdrawals
  4. Tax form drift
  5. VG RMD Service
  6. Taxes: Cap Gain & Dividends
  7. Stop reinvest dividends on taxable?
  8. What to do with extra $30K in checking account?
  9. Discretionary vs fixed expenses in spending model
  10. Questions about deceased estate
  11. Your view on 2023 market outcome
  12. My Two SSA-1099s received today
  13. Medicare Social Security Hold Harmless
  14. Aggregation Contacts @ Credit Card Companies
  15. HSA "rollover" question
  16. What's going on at Charles Schwab ?
  17. real estate offer, too good to be true?
  18. question - does AGI include social security
  19. Form W-4R, A New Form for 2023?
  20. Received first SS cheque ... and invoice for part B.
  21. Perspective on Income Taxes
  22. 457b rollover to a roth
  23. Update Trust
  24. Do you guys use an accountant?
  25. Cryptocurrency discussions on ER Forum
  26. Social Security payments discrepancy
  27. Bank checking account hit by fraudster
  28. Vanguard Retirement Savings Trust III
  29. Important Contribution Limits for 2023
  30. Stable Value Funds in Rising Rate environment
  31. DQOTD: does my lawyer need bank account numbers
  32. Roll Short Term Treasuries or buy longer and sell as needed?
  33. Capital One pulled a fast one
  34. S&P Double Prediction 2023 ?
  35. SS benefit taxes
  36. $750k in checking accounts- 84yr old- help !
  37. 401k went over contribution limit
  38. 2023 Investment Performance Thread
  39. Withdrawal Advice with Variable Annuity
  40. DQOTD: Why Can't I Do A Roth Conversion With An RMD?
  41. Roth pre-59.5 Withdrawal Timing Question
  42. Splitting 401k and Roth 401k
  43. Navy FCU new 5% 15 Month CD
  44. 2023 Estimated Taxes
  45. Temporary ACA for a few Months
  46. Any experience with Fixed Index Annuity?
  47. my Social Security account
  48. Vanguard Brokerage acct -> 1099 when?
  49. DQOTD: How Do I Calculate/Find My PIA Once I'm Older Than FRA?
  50. Pension held hostage
  51. Top 10 Mistakes People Make When Planning for Retirement
  52. 2023 HSA contribution limits
  53. Equifax Revisited
  54. Social Security spousal benefits with older spouse
  55. What IRS Form 1099-R Box 7 Distribution Code do you use for ROTH conversions?
  56. Funding Grandson’s Account
  57. LendingUSA email advice.
  58. IRA Contribution Limits -1099 income
  59. Tax on Roth Conversion
  60. Moving money to a Roth from a 72t account
  61. New 2023.1 Version of AnyPia32 is now available for Download.
  62. Is Medicare IRMAA a big deal?
  63. Inflation % Prediction for 2023 Year End
  64. PSA: Cost of SPIA Annuity vs Age & Yield
  65. Private Equity in funds - Valuation?
  66. 2022 Withdrawal Rates?
  67. Converting 529 to Roth IRA
  68. S&P 500 Prediction 2023?
  69. A couple I-Bond Questions
  70. Vanguard - Printing Year End Report
  71. Best CD, MM Rates & Bank Special Deals Thread 2023 - Please post updates here
  72. Car Rental Biz?
  73. 2023 401(k) and IRA Maximum Contributions - Anybody here doing this?
  74. I see the new age for RMDs is 73
  75. Starting SS
  76. Aunt died will not viable
  77. Should I keep or pay-off, part of or all of, new mortgage?
  78. Estate planning for taking care of MIL
  79. Re-retiring?
  80. New WA state capital gains tax
  81. HSA question
  82. Withdrawals before RMDs?
  83. CDs in an IRA?
  84. MYGA from Ibexis
  85. Roll 529 to Roth
  86. When to take first RMD?
  87. Something Different About My Vanguard Roth Conversion Today
  88. Roth conversion question
  89. Consultant Offer
  90. Which fund to take my RMD from?
  91. Moved to Fidelity & away from financial Advisor
  92. MAGI & TAX Projection is a Crap Shoot at best
  93. Vanguard 2023 Outlook
  94. The 10X rule to have enough to retire by age 55?
  95. IRS has delayed the $600 threshold for issuing 1099-K
  96. Conversations about Money to have with your family over the holidays?
  97. Reran my numbers, running out of $$??
  98. Moving IRA Distribution through a Roth
  99. Investing small money
  100. Question about GSE Bonds
  101. Fidelity Full View Problems
  102. FZEXX vs FDZXX: What Yield to Compare?
  103. VHCAX distribution - invest or use for tIRA2Roth?
  104. Rebalancing...one fell swoop or via new investments?
  105. Spousal social security
  106. Quicken bond maturity date report
  107. Have I saved enough for Coast FI?
  108. 2nd guessing myself
  109. Tax Loss Harvesting: Same with ETF's as MF's?
  110. High Expense Ratio - Should I Sell?
  111. Stock Indexes vs Performance
  112. Homeowner Insurance Doubled?!!
  113. Roth conversion to pay Income Tax
  114. Any decent snowbird areas for $300,000 or under?
  115. Tight US Labor Market and Covid Deaths
  116. Roth Conversions up until NIIT hits?
  117. CIT Bank - Anyone use them?
  118. 2023 Treasury Direct ibond rate
  119. ROTH conversion question
  120. transferring shares out of ComputerShare?
  121. Pls check my math on taking a fine to change CD rate
  122. 2022 sp500 prediction revisited.
  123. Vanguard Rollover with Fed Tax Withholding
  124. Divorce - who gets the 1099-DIVs?
  125. Federal taxes, and moving them around a bit
  126. Simplified one-fund IRAs for RMD’ers?
  127. Is it normal for a HSA custodial xfer to take a month?
  128. Vanguard "cookie" pop-up annoyance
  129. What do you think of Buffered ETFs ?
  130. Changing Spouse's SS to Spousal Benefit
  131. Graphing effective tax rate across an income range?
  132. Parents Estate Plan -Advice requested
  133. Empty Nest budget changes?
  134. Is a 4% withdrawal rate good again?
  135. Estimated tax, catchup withholding and penalties
  136. 2022 Personal Financial Report Card
  137. Seeking Alpha Special--$39 for 1 year
  138. HSA Contribution in 2023 for year 2022 - Will this complicate tax filing?
  139. Fidelity Go?
  140. Confused About Timing a TLH
  141. The simplest retirement equation.
  142. What is the dividend yield on your portfolio
  143. Munger: “Envy, not greed” (CNBC)
  144. Up to what bracket should I do Roth Conversions
  145. Extra Security for ssa.gov?
  146. I finally did it!
  147. Fidelity Money Market Premium class FZDXX, any surprises?
  148. Don’t need social security
  149. Dumb ? - what is an asset for purposes of a trust
  150. Another Roth Conversion Question
  151. Which Pension Selection To Choose?????
  152. 6 Uncomfortable retirement truths you need to know about.
  153. CD Interest
  154. A Taxing Situation for some fund owners
  155. IRMAA question
  156. Unable to get an IRS ID Pin for minor
  157. Roth IRA Contributions
  158. Good article on Tax free Roth Withdrawals
  159. MYGA Owners: What is the highest allocation you'd have?
  160. Gift Tax/Kiplinger Article
  161. Physical Gold or Silver Thoughts
  162. Have you taken your 2022 RMD re the possible passage of SECURE ACT 2.0?
  163. obtaining old w2s
  164. Article - 35% of Millionaires won't be able to retire
  165. So the Wife Went and Filled Up Her Tank......
  166. Mutual Fund In & Out Flow Charts
  167. Breaking CD's , Penalties and taxes
  168. Should I redeem older E Bonds?
  169. Self Directed IRA for Real Estate investment
  170. IRMAA SSA 44 self employed documentation
  171. Free $150 from Fidelity
  172. probably a dumb tips question
  173. Tax Harvest Question
  174. Updated: Delayed to 2023 - PayPal, Venmo issuing 1099-Ks
  175. SEP or Roth Conversion
  176. Building a Fixed Income Portfolio
  177. Thinking about annuitizing part of my 401k
  178. Collecting SS before FRA and still working question
  179. Inflation vs. Personal Inflation - How has your annual spending changed?
  180. No number credit cards
  181. Any Health Savings Account experts here?
  182. Property Tax 2023
  183. Confusing SSA chart regarding benefit
  184. IRS PIN & E-filing
  185. Feds: Help with TSP Annuity Estimation
  186. First time using TurboTax
  187. Personal Capital Fee account
  188. Tax Loss Harvesting - Vanguard Wellington
  189. How to generate a tax loss?
  190. How much should I spend on retirement house
  191. Are Stocks a Ponzi Scheme?
  192. DQOTD: Roth Conversion Treasury Bill Partial?
  193. Just got refund of Excess Savings Bond purchase
  194. Interest accruing on penalty from IRS?
  195. What type of bond funds would you buy now?
  196. Social Security Statements Updated For 2023
  197. Estimated fee to be an Executor of an estate
  198. Not a shining example of brilliance, VWIAX
  199. Discount for splitting qualified money in divorce
  200. Question on Roth conversion strategy
  201. Dividend "trigger" income levels for 2023
  202. Fido hsa
  203. How hard or easy is it with Vanguard to transfer Many Roth IRA accounts in?
  204. Which muni fund for Fidelity/Schwab
  205. Roth IRA early withdrawal - vanguard 1099-R coding
  206. Medicare Costs (IRMAA?) after a one-time Home Sale Capital Gain
  207. Annuity within an IRA question
  208. Consumer Reports survey: Hybrids are most reliable vehicles
  209. Agencies vs. Treasuries vs. Corporates
  210. Helpful Advice needed for a late saver
  211. Indexing SWR to inflation
  212. RV Pricing (crystal ball), RV in general discussion
  213. 2022 Tax Program Deals
  214. Rent raised over 5%--is this legal?
  215. Can You Cancel Your Social Security - I AM 61
  216. Cost for probate lawyer
  217. As Ricky Ricardo would say, "Splain it too me, Loocy?" (CD rates)
  218. RMD -From where to where this year
  219. Revisiting Firecalc?
  220. Tax free Cap Gains question from a newbie
  221. Was this one of those days?
  222. Bank routing number security?
  223. How many of you have gone to a one stop shop for your investments and banking? Like
  224. How sell treasuries?
  225. SS benefits payable to ex wife
  226. MN Vanguard- state form required- spam?
  227. Anyone having problems getting into Fidelity
  228. Some important "trigger" income levels for 2023
  229. What next up the risk/return spectrum from money market?
  230. Brokered CD's in a Vanguard Roth IRA?
  231. Do FHLB Bonds Seem Too Good to be True?
  232. underpayment penalty on sale of home
  233. Withdraw before or after CG Distribution for use of funds?
  234. Wealthtrack Financial Markets Are Dangerous for Investors: What You Need to Know 2022
  235. Inherited IRA - the latest?
  236. ESOP question
  237. Skimpflation
  238. 1031b exchange with a related party Form 8824
  239. Real estate agents in this market...
  240. reopened treasury auction vs new issue
  241. How to change brokers.
  242. Can I QCD from inherited IRA ?
  243. Vanguard Site Not Secure ??
  244. Still Waiting on Fed Refund After 33+ Weeks?
  245. Selling / rebalancing algorithm (the opposite of dollar-cost averaging)
  246. To those with TIAA Accounts, Annuity Payout Increased in Nov.
  247. When does Ally post savings interest?
  248. brokered CD interest question
  249. Required Withdrawals Question
  250. Self Employed // NQDC vs cash balance plan