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  1. Is it better to take an RMD before or after capital gains distributions?
  2. ACA cliff suspension strategy
  3. AA Between Different Accounts
  4. Liftoff!!!
  5. When do you withdrawal from your portfolio?
  6. Forecasting I-Bond earnings
  7. Latest Inflation Data and report
  8. Quicken Renewal
  9. Who purchased an annuity and is glad they did?
  10. Article: The Secret Is Out on 7.12% Inflation-Protected Bonds
  11. FireCalc questions
  12. How to add minor accounts to TreasuryDirect
  13. Medicare and IRMAA increase not withheld in December
  14. IRMAA Clarification
  15. Roth Conversion into existing Roth IRA account - accounting
  16. Life Insurance
  17. Backdoor Roth when not eligible for 401k
  18. Umbrella Policy - To Cancel or not?
  19. Is there such a thing as saving too much?
  20. Question about spending from nestegg prior to retirement
  21. Thanks for all the specific things I learned about here
  22. Schwab website glitch today -- inaccurate data
  23. Question about umbrella insurance
  24. What? Me, consult? I don't know where to begin.
  25. Is it silly to use Roth money and do Roth Conversion.
  26. Revocation Trust
  27. Fidelity is giving away $100 limited time
  28. Making a rent-free house for one son fair to the other son
  29. SS income vs ROTH conversions
  30. How to decide what to funds to sell
  31. Our First snafu at Fido with Inherited IRA transfers
  32. Asset Allocation and Alternatives
  33. Who/How am I billed for Part D IRMAA adder?
  34. Tips For Converting 80 Individual Stocks To ETF’s
  35. Special Needs Trust
  36. 457 Fees vs. Taxable Account
  37. Too much cash in hand?
  38. HSAs in Retirement
  39. RMD Question
  40. How to pay for home remodel
  41. Inherited Non Spouse IRA: RMD Questions
  42. Is an extra year of w*rk worth $2700 annually?
  43. Giving Tuesday Today
  44. Software developers, how viable is making your own app?
  45. Roth Conversions for 4 years?
  46. 1031 out of company stock into etf?
  47. Estimated Payments/Timing
  48. Withdrawing from an HSA
  49. Spending after Retirement
  50. How does the ACA subsidy work in 2022?
  51. Share Avg Return Percentage & Portfolio
  52. Fire vs Growing Inflation
  53. What does it mean to be a professional?
  54. Ridiculous online financial advice column questions
  55. Made 300K last year - But still don't have enough for a HCOL city and not very happy
  56. PPACA Premium Tax Credit and American Rescue Plan Act
  57. How to minimize taxes on inherited IRA?
  58. 3 Fund (Bogle) or 2 Fund (Buffet) Portfolio Strategy?
  59. 401K Withdrawal instead of Roth converting?
  60. Additional social security benefits for veterans
  61. Ponzi - Avoidable Transactions Statute
  62. Transferring money to Europe
  63. Retired father-n-law….
  64. Roth Conversion 5 Year Rule
  65. Social Security redesigned your statement, here’s why you should take a long, hard lo
  66. $300000+ to invest
  67. Cash alternatives
  68. ETF equivalent of VWELX?
  69. Insure to Get a House "Totaled"?
  70. RSUs or Stock Options what did you do and how to think about it
  71. Simple Question about Roth Conversions ?
  72. Max out 401K in last year?
  73. Moving from stocks to bonds - how?
  74. Can't get a straight answer on early Roth IRA penalty
  75. SS and Deflation
  76. Medicare Premium via EasyPay, SS benefit, IRMAA - Now what?
  77. 2022 SS Increases
  78. FI forums for Simple People
  79. Got the green light from our CFP
  80. Gifting from a joint/trust account
  81. Save the farm?
  82. Amateur Estate Executor Fail
  83. Build Back Better Bill health care provisions
  84. Where to park money that is not needed for 10-15 years?
  85. Question on tax type order when estimating
  86. When to discontinue long term disability insurance
  87. Leaving jobs - Any ACA advice?
  88. Big Milestone - $3M
  89. Opinions on taxable brokerage & ER
  90. At what point did you stop doing Roth conversions?
  91. Calculating Deferred vs SS vs Cash vs Pension vs Nest Egg Income.
  92. My 1st Roth Conversion
  93. IRA money in your will
  94. Who Is Your Role Model for Retirement?
  95. SS @ 70 Poll, How much will U & UR SO Get, Please SS @ 70 Only, No External Pensions
  96. Detailed question about IRA withdrawl taxation
  97. Any experience with deferred compensation plans?
  98. How many have bought something "cool" after an inheritance?
  99. HSA reimbursements to Roth?
  100. Rebalance in ROTH or Taxable?
  101. Wealth Management Company Worth It?
  102. RV placed in Living Trust?
  103. Fascinating to explore portfolio perf vs time periods
  104. Roth Conversions, the basics?
  105. Excel Question
  106. modeling inflation - opinions ?
  107. Tax scenario for Irrevocable trust questions
  108. credit card fraud pending
  109. Minimum rate of return in retirement
  110. How to fund vacation rental condo?
  111. Lets talk tax torpedos: Pension, QBI, RMD and SS
  112. withdrawal rates and methodologies
  113. ACA plan transitioning to Medicare in 022
  114. Gold woke up
  115. SS Earned Income Amount
  116. The important "trigger" income levels for 2022
  117. NEW MEMBERS PLEASE READ: Overdue Thank You to this incredible resource.
  118. 2021 Conversion Decision
  119. Two questions regarding wills
  120. Revocable Trust vs. Beneficiary at Death.
  121. Advice for dealing with an insolvent estate
  122. Staying Motivated after FI(re)
  123. Did anyone else get this email from Wells Fargo?
  124. PBS Frontline: The Power(less) Fed how to manage conflicting risks?
  125. Is anyone here purposely paying full ACA premiums so you can do Roth Conversions?
  126. Simple question about ACA for married couples
  127. 2022 401k contribution limits
  128. Adding money to HSA -- question
  129. will I get SS increase??
  130. Withdraw Rate
  131. Fidelity Html Statements: Gone?
  132. Long Term Care Insurance Settlement Offer
  133. How to withdraw from Roth IRA
  134. 2022 tax brackets
  135. When Cash is King
  136. testamentary trust question
  137. Amex Kabbage Checking Accounts - paying 1.1%
  138. Financial Planner, Financial Advisor, or CPA? Which one to use?
  139. Roth 401k after rollover
  140. Shared credit card pro/con
  141. Why own 1 to 3 month Treasury Bills (BIL) ETF?
  142. Whole Life Insurance - Transfer Ownership
  143. Inflation: Official Rate vs. Observed Rate
  144. Question about SS and SS from Divorced spouse
  145. Applying for UK State Pension from the USA. - Has Anyone Done it?
  146. Quicken and Simple Investing Mode
  147. Help! Fund home remodel with cash out refi or not?
  148. Tax software functionality and deals
  149. savings (gift) account for adult children
  150. Bad hedging strategy?
  151. Cheated on my taxes
  152. WaPo on seniors delaying SS in the wake of the pandemic
  153. Payoff mortgage
  154. What to do with 2022 Roth IRA contribution while waiting for January 1st?
  155. Roth Conversion Vs. ACA Subsidy
  156. The True Cost of Upgrading Your Phone
  157. Help?!
  158. The Logistics of Withdrawals to Minimize Taxes
  159. Another Wellesley thread
  160. Vanguard Short Term Inflation Protected securities
  161. The I Bond Thread
  162. Do I Have Enough To Retire?
  163. Insurance After Retirement
  164. Did you note anything to the IRS when doing a large HSA withdrawal?
  165. Vanguard app update
  166. Those pesky Federal income taxes.
  167. Today's NYT : Why women are often better investors
  168. Anybody else 100% stocks, no bonds?
  169. Lost Wallet (Credit Card Auto Pays)
  170. advice on car purchase vs car loan
  171. IRS Refund confusion, anyone venture a guess?
  172. Roth or regular 401k for young kids in 22%-24% brakets
  173. Consolidation question?
  174. Handling discretionary expenses in RE
  175. Convert late in the game?
  176. Shifting to Part-Time - Advice on Structure
  177. 2021 Year-End Distributions
  178. Need A Lot of Help - Can and Should I Retire?
  179. Anyone FI because of privilige (Article)
  180. Pension with Survivor Benefit or Buy Life Insurance?
  181. Failure of Alternative Minimum Tax rules
  182. Would you/did you rollover 401k or let it stay?
  183. Living off of margin loans
  184. New T. Rowe Price "Summit Program"
  185. Schwab Solvency
  186. Income tax question, overpaid via W2 started C2C
  187. Need an ACA math and reality check
  188. Bonds in a two fund portfolio
  189. Looking for Apple help; some questions
  190. Trouble from 2019 Tax return
  191. 10 year breakeven inflation rate @ 2.64%
  192. Mortgage company recommendations
  193. PenFed just raised their CD rates
  194. Wrong Contribution Year for Roth IRA
  195. TSP withdrawal strategies/options
  196. Savings bond question
  197. Tax strategy for capital gains/ROTH conversions
  198. I found a Growth Mutual Fund that has beat its peers for 90% of the last 20 years- Wh
  199. Inherited IRA, 401k help !!!
  200. What type of return did you get from your 401K STABLE VALUE FUND in 2020 and 2021
  201. Fidelity Annuity
  202. RE 'bridge' to Medicare: how did you decide?
  203. Attitudes toward money
  204. Social Security Spousal Start - Have I Messed this Up?
  205. W2 income vs Investment Income/return - tipping point
  206. 60% Total Stock Fund and 40% Total Bond Fund or Balanced Mutual Fund?
  207. "Rule of 55" question
  208. Inheritance question
  209. Need confirmation: TIRA W/D, HSA, and ACA income
  210. Annuities
  211. Enjoying making charitable gifts from IRA
  212. Life insurance: take cash or continue coverage
  213. Medicare rate increase/makeup with high SS increase
  214. Obviously a naive question, what's the logic flaw?
  215. Help me think about lump sum vs pension
  216. VG financial advisor services value?
  217. 401(k) puzzles (former employee)
  218. Decision to start SEPP or 72(t) plan
  219. PSLDX during FIRE and/or ex-pat status
  220. What is this AA? How to include options?
  221. Forcing a smile while cringing
  222. Proposed: End of step up in basis, Disturbing addendum.
  223. Retirement withdrawal taxation in Hawaii
  224. Roth Conversions resulting in aggressive AA
  225. Denied for credit for lack of debt???
  226. Journalist request
  227. Rule of 55 planning
  228. Favorite Updated DIY/Passive Investment Books?
  229. More fees
  230. The Retirement Planning Guidebook - Wade Pfau's latest and best
  231. Single Payment Car Lease Surprise
  232. 2020 ACA Clawback
  233. Separately Managed Accounts and Alternatives
  234. Gifting to children
  235. Thoughts on Housing With FI in Focus
  236. Lifetime gift tax exemption
  237. Why is Vanguard pushing the Advisory service so hard?
  238. Odd ss payment
  239. Military retirement
  240. Your input on options for 2021 income
  241. No Cost HELOC??
  242. 401K vs IRA conundrum...
  243. Opps, Margined my LTCGs, now what?
  244. Inherited Roth IRA taxes
  245. TSP to RothIRA rollover
  246. Can you withdraw based on Firecalc
  247. Optimizing taxes in ER
  248. Taxes in portfoliovisualizer
  249. The Pandora Papers: It will be a bad week for international tax cheats
  250. Schwab Security Question