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- 60k inheritance - invest, or pay the student loan?
- Adjusting expectations with new asset allocation
- Near Death Experience and Life Insurance
- Do I still need life insurance?
- Money questions for extended time in China
- Where should one invest
- quicken premier 2016
- What to do with 10,000 Euros
- Confidence to retire
- Question about transferring funds near date of death
- buy investment real estate with ira funds?
- All the Financial Advice You Need Fits On An Index Card
- Kitces & Pfau
- Just wondering
- Expense Ratios and 12b-1 fees
- USAA savings acct hacked for 5 figures
- Financial Advisor / Wealth Management
- "Old White Men?" That's me,I guess
- Help on Understanding Tax on Wellington Fund
- Do banks no longer want our money?
- use healthcare.gov even if no subsidy?
- Deferred comp. what would you do
- Comparing CD Rates/Terms
- Why Most Elderly Pay No Federal Tax
- Free FICO Score from BofA
- HealthCare.gov and Inconsistencies
- IRA to Roth IRA
- Michael Kitces Blog: How DO You Measure Which Retirement Income Strategy is Best?
- Required Minimum Distributions
- 1099-R code "E" to correct a previous mistake
- Apparently I have two tax questions this year
- Converting USD to CAD
- Question on Pension Options
- TD Ameritrade, medallion required?
- Fidelity vs Vanguard vs Schwab....
- Lottery Win Sends St. Paul Bus Driver into Retirement
- The deal is struck two days a week from home...
- Interesting analysis on pension liability at state, county and city level
- Do you keep your investments in one place or spread them out?
- Swerdloe article on annuitization
- Sometime back I wrote a defense of patient long term investing
- MLP Investing in an IRA account
- Taylor Swift made $80MM last year...
- curious Vanguard item
- Tax on Sale of Primary Home
- Poll:Care to share a bit?
- Selling home FSBO and may have offer?
- Question about durable POA
- Financial Adviser
- E-file a simple Tax return - best simple software/SS?
- question on delayed credits after fra
- Would you do it?
- Tax argument with wife, help resolve!
- Basic MF Performance Question
- Moving and getting a new doctor
- 'Customer First' Fiduciary Duty Regulations for Retirement Plans Issued
- semi-retirement: going part time
- where to withdraw money 401K or Pension?
- Social Security – GPO eligibility question
- Joining the ranks of the retired
- Investment Allocation - 401K inclusive
- Seeking Advice: Investing Strategy for the Middle Years (35-50)
- OMY "Glide Path" plans
- My annual tax question
- MReits opinions?
- Unit Investment Trusts and EJ
- Fidelity RIP
- Amazon Prime- Shared account
- Should I stay or move?
- Dropped the ball or not?
- Another Social Security Question
- Why I don't like direct debit
- Corrected W2 - 2012
- Is $USD going to be replaced by SDR as main World Reserve Currency?
- 401K or Savings
- Joining the 2016 class
- What do you do for "funny money"?
- I'll be 61 and 9 months on April 22nd (7/21) birthday... SS!
- To-do list before last day
- Scary MLPs
- Getting close - switch to saving cash?
- Living Trust vs TOD
- Tony Robbins is in Financial Planning Industry
- Rental house advice
- Investment Options When You are 5 Years Away
- Anybody able to FIRE with kids still at home?
- Free FICO score for BofA cards
- eFile/ePay: Great Idea Ruined by Bureaucracy
- Yet another timing thread
- Rick Ferri's latest 30-year forecast
- International has been a real disappointment
- Amazon Credit Card
- Tax Question: Obamacare Premium Tax Credit
- ROTH IRA contribution
- Government Pension Offset-Social Security
- Tax Question: Combining 1099-MISC's
- TaxAct Review/Gripes
- Social Security Question
- Taxes: Form by form instead of interview?
- Annuity, Pension, Lump Sum - due diligence question
- PenFed Access America interest bearing checking
- Hedonic Tilt - Spend More Now, Less Later (in retirement)
- Turbo Tax Surprise with Stock Gift
- what will negative interest rates do?
- Can I move part of my IRA funds to another bank?
- Is now a good time to invest in Treasuries?
- File and Suspend
- Calculating overall portfolio expenses.
- How Many Rollover Accounts
- Chicago Pension Reform
- Plagiarism is the sincerest form of flattery - Millionaire Next Door revisited
- Tax rate for ex-Californians
- SS Spousal Benefit
- ACA Health Insurance Deduction for Self-Employed
- More blah, blah, blah on blight of Americans retirement, but updated for 2016...
- New Vanguard Core Bond Fund
- automatic rebalancing?
- TAXACT not so free anymore
- Medicare Part D - bait and switch
- WSJ article - It's time to rethink the bucket-list
- Need advice on where to invest until we are eligible for company 401k.
- State tax refund is short
- After tax 401K rolled to Tira and Roth
- Glad I'm not a millennial
- 1040X Tax Question
- Where to open a Health Savings Account and another question
- Vacation home/HUD
- Schedule E... what are your numbers?
- Federal Income Tax Refund
- Lump Sum - OMM or not?
- Anyone here lives in North Port FL
- Discretionary Spending; Interesting Article
- Suggestions
- Draw-downs, losses, and our interpretations of them
- Tim Duy Article on Fed Policy Action
- Quicken problems
- Trust Tax Rates -(Simple/Complex).
- WA state excise tax on property sale?
- Live in Ohio? 2.75 5 yr IRA CD's
- Index funds vs aggressive growth funds
- What happens when you let academics influence the real world...
- Investor.gov public service announcement
- I Need Help Deciding
- Husband Submitted Paperwork
- Invitations to retirement planning meals
- Further withdrawal study results from Darrow Kirkpatrick of Can I Retire Yet?
- Alan Roth Discusses Various Vanguard Funds
- Fed Tax E-File Rejected - An Update
- Vanguard etfs early div
- Assignable real estate contracts?
- Curious, how does a state know if you are a resident?
- How am I doing for retirement?
- Multivariable tax optimization
- Quicken Not Downloading Quotes
- JPMorgan guide to retirement 2016
- Vanguard: Index Fund vs ETF?
- Pension Question (CalPERS)
- HELOC paydown vs. 1st Mortgage paydown. Which first?
- ER's flock to Seattle
- IRA xfer bonus offer gotchas
- Combining rollover IRAs?
- How to Treat Marketplace Premium Payments at Tax Time?
- Social Security Math
- You are not alone
- Washington Post article: "Beware of your financial adviser"
- Fed Tax E File Rejected - somebody already filed using my SS number - what to do?
- Annuity question
- Need for Human Advisors
- Take Employer's Health Insurance or Private Insurance?
- One last rant about FA's
- Checking / Savings account sign up bonus offers
- Taxes after Roth conversion. Help!
- What is Your Effective Tax Rate?
- Another CC card offer I actually went for
- This might be interesting !
- AA and withdrawal strategy in taxable accounts
- Can anyone answer a state income tax question?
- Fewer store bargains? Core inflation up
- One Bad Day Away From Retirement
- Fixed Income
- My Social Security filing epiphany
- Three Months from My Retirement and......
- Quicken Update New Buyer
- Chartbook on retirement inequality
- Fisher Investments
- PIEQX to what?
- Jan 28 interview with James Grant by Amanda Lang
- Insurance claim and premium increases
- Divorce and Social Security
- Study Examines Extent of Financial Advisor Misconduct
- Recharacterize IRA tax question please
- Adopting a Kid for Tax purposes?
- Self-Sufficiency and Capability to ER
- Deferred Term Life Insurance?
- FIRE and Life Insurance
- Effective Tax Rates in Retirement
- Does inactive 401K balance "count" in my IRA total?
- Mortgage Refinance Questions
- Rolling over to IRA - Question
- Looking for Self-Employed 401k that me to buy CDs
- Warren Buffett and our kid's future.
- Market-Linked CDs
- Flexible Retirement Calculator question
- Yet another FA story
- JB Quinn on Annuities
- Slightly more detailed info on how much American retirees have saved...
- Bond Fund Allocations instead of an annuity
- Roth with new income - or not?
- Vanguard Retirement Calculator
- Roth Conversions.
- What's your earliest influence?
- Social Security and turning 62- filing question?
- Taxes on sale of real estate
- Free money!!!
- Which form of payment for pension?
- confused about ACA's effect on TurboTax's Medical Expenses Worksheet & Schedule A
- FICO 7 reports, 6 different scores
- Need to switch Safe Harbor 401K for my business
- Retirement year tax joy!
- Vanguard Provide Tax Software?
- Vanguard Tax Forms if you've converted to brokerage
- A conundrum: ACA savings or returns?
- reregister paper savings bonds
- "SEC Yield" on bond funds
- SS: ex-spouses still get benefit
- Hiring a new accountant and 72t
- Using Kaiser Permanente while traveling Internationally
- Study Questions Retirement Calcuators
- Quicken to MoneyDance? GnuCash?
- A couple of 2015 tax filing questions - AMT and Dividends
- Pension Risks are Growing
- All eggs in the Vanguard Basket
- Buying Service Credits
- How well is the economy really doing?
- Asset Allocation help and review.
- Tax/Financial Planning Software
- wheeeeeee
- Corporate america and 3% raises
- Is purchasing physical metals (Gold, Platinum, Silver) ever a good idea?
- Fidelity tax forms
- Kayne, keeping up with the Kardashians
- Cashout refinance to invest?
- Zillow v Craigslist on rental ads
- Delaying SS past 70
- Missing Cost Basis
- Vanguard SP minimum
- Self directed IRA Condo tax question
- Your ideas/thoughts on what should to be done to return to healthy economy grow.
- People Over 50 Carrying More Debt Than in the Past
- TIL: No more worrying about tax brackets
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