- The IRS says it owes me more money back
- Buying a Home...need advice.
- A Plan for FA to Convert DIYers
- Obama’s Budget Would Cap Retirement Accounts
- Interesting SS numbers from FIRECalc
- On-Line Obamacare application draft - 61 pages
- Early Retiree Credit (Card) Limits?
- No 1099 for less than $10 ?
- Are you wealthy?
- Filing taxes was sweet!
- Require advice: unsolicited all cash offer to buy my condo
- VG Bond Fund Yield
- Tips and treasuries or Wellsley?...or?
- Buying a car- negotiation struggles
- Is your job killing you?
- Black Caucus Members Balk at DOL Fiduciary Rule
- Stockton - impact on munis ?
- 2014 preliminary individual health insurance rates announced in Vermont
- Free Gas For a Year
- Tomfoolery
- To build or not to build...
- 457B Comparison
- Poll: Who's going to try to get ACA subsidies by staying under the threshold?
- PSA: Soc Sec - Expenditures of the Aged Chartbook 2010
- REIT vs owning a property yourself
- Need advice: early exercising pre-IPO ISOs
- Financial milestone
- A Financial Self-Defense Guide for Older Americans
- Edward Jones advisor?
- VG popup??
- Trulia vs Zillow
- New Quarter, New Record
- Requiring Spouse to Work?
- Skating to Where the Puck Was
- Inverse Bond ETNs?
- K-1 (1041) NOL Carryforward to offset Roth IRA Conversion
- Pre Age 62 Retirement Funding Plan
- Whipsawing Market?
- New Furnace
- USA Today Article: retire before 40? some people say you can
- Joining class of 2013... Do Finances stack up?
- Opinions on this financial picture....
- Tax question..Short stock and pay dividends
- Poll: Standard of living before & after retirement.
- ER with young baby - about to talk to CFP
- Welcome to the new economy built on sharing
- What are your inflation expectations
- Need a mortgage - fixed or ARM?
- Debt in Perspective
- Thanks for the Solid USAA
- Finance or cash?
- Used Cars = Someone else's lemon
- Estimated Tax Returns and IRA Distributions
- Independent Financial Advisor in NJ
- ACA, MAGI and Roth conversions
- FERS Retirement Briefing
- Is It THE BUBBLE Again?
- Why is this time different?
- Too big to Fail OR Jail
- Early IRA withdrawal to pay off mortgage
- Max Roth now, or contribute monthly?
- What Would You Have Done Differently?
- Is it real - what do you all think?
- Would it ever make sense to delay signing up for MediCare Part B ?
- Retiree Entitlements ‘Undermine’ Everything Else
- Jointly Owned Non-spousal inherited IRA
- Share your FIRE Milestones
- Question about ROTH and 401K contributions.
- NPR: Annuities Explained - Choices & Red Flags
- Poll: Wellesley Where?
- Retirement down the road
- Portfolio Realignment/Liquidation: When to reinvest
- Smallest retirement portfolio (successful) you've heard of
- Worst times to claim Social Security
- IRA and 401(k) in "final" year of w*rk
- 'Collective trusts' are unfamiliar, opaque—and worth a second look
- Confidence in retirement continues to flail - EBRI survey
- PPACA (Obamacare) Draft Application Form -First Look
- PBGC's 4062(e) Pilot deemed a success
- Should I rollover my 401k?
- Spending as We Age
- Retired Navy Reservist- SBP worth the cost?
- Bolstering your Social Security benefits
- New SEP timing
- Our 30:30 Plan – Targeting ER at Age 55 (detailed)
- What a difference three years makes!
- Cyprus govt to seize 6.75% of all bank accounts as of Sat morning
- What are you doing with your tax refund?
- Rebalancing (taxable) and taxes
- Retirement unknowns causing anxiety
- Study Sheds Light on Funds' Hidden Trading Costs
- fixed accumulation feature..variable annuity
- What's reasonable for will and associated?
- Household Consumption by Income Level
- Healthcare ACA subsidies appear to depend on multi-year income
- ACA Strategy for taxable account during ER
- T-IRA -> ROTH conversion best practices?
- Military Officer and working spouse retirement
- Calculating total retirement contributions
- Antidote for Optimism
- Need a new HSA Administrator
- Electronics turn-over tempting my LBYM
- Morningstar Individual Investor Conference
- Bottom line on health insurance changes for pre medicare
- HSA Contributions ??
- How does stopping work early affect Social Security?
- Emergency Fund
- Inflation question
- Granny's Asset Allocation
- How much LTC insurance is enough?
- Chained CPI - SS loss Calculator
- House purchase in ER
- Estate planning
- Identity Theft Protection Service
- Possible to receive both SS payments and RMDs and have Fedl bracket <25%?
- Do you or someone you know have an unclaimed pension
- emergency funds
- Personal Income tax question South Carolina Specific
- Immediate annuities
- Research ties economic inequality to gap in life expectancy
- Last minute advice before I pull trigger?
- Class of 2020
- Thank you to the forum and Penfed
- Is valuation a good timing strategy?
- Thoughts on a strategy
- Factoring in inflation
- Home Equity Line of Credit
- Successful ER on 25% of pre-retirement income?
- Rebalancing - what would you do?
- VWINX and Real-Life Retiree Investment Returns
- W...Wh...Whe...
- Newbie looking for some investment reading
- Help Calculate Magic Number for Young Family
- Tax Help for 2013
- M* Pension or Lump Sum?
- M* article on some of the problems with SPIAs
- Retirement Security Index Shows U.S. Lagging Behind
- Good news for stock owners.
- Need tax info re: NM, OK, and OR
- Expense analysis
- Resignation counter offer
- Deja vu all over again?
- Returns of the Vanguard Total Stock Market Index vs the ETF?
- refi borrowing from SRA?
- Mutual fund cost basis for 2012
- Affluent May Be Underestimating Retirement Needs
- Social Security basics
- Need help on an HSA and FIRE
- Video: Pension Evolution
- Market timing and the individual investor
- Interesting video
- A question about the Investigate tab in FireCalc
- Low risk options - am I missing anything?
- Just bought $50,000 worth of Wellesley
- Dow up on news from China?
- Market high: scary time to retire?
- Rolling money out of a pension
- Say Goodbye to the 4% Rule - tips from the WSJ
- Is Property Management Scalable?
- Roth IRA Conversion: Good Idea??
- Withdrawal Strategy Thoughts..Comment?
- Remember all the dire "peak oil" predictions?
- Unexpectedly "retired" - opinions wanted
- The Sky is Not Falling!
- bubble in the stock market? Or more highs yet to come?
- Inside look at capturing fees from your money
- How to invest $100,000.00
- Passing on assets and wealth ?
- Blackrock Lifepath 2025 Institutional Index
- "Threshold years" in ER planning
- Guaranteed 10-28% Return
- Home Repairs and Maintenance Budget question
- New 401(k) success formula: Low cost plus advice
- Ah...the smell of freedom
- What Were Your Final Months of W*rk Like?
- On the subject of "one more year"...
- Metric puts "one more year" in perspective
- Bernanke's prediction on %
- 401(k) Substitute?
- do we really get the compounding effect we think? dr pfau says no.
- Gray divorce: A costly retirement roadblock
- Decision in One Month
- Contribute 401k vs taxable accounts. And roth vs traditional
- Question on making transfer to Roth
- Social Security for wife
- What else can they take away?
- i-orp alternatives?
- Taking money out of taxable IRA's first
- Penalty Free Early 401K/IRA Withdrawals
- Any experiences using SIGFIG?
- I think I'm going to say it ..... One More Year :(
- Calculating Asset Allocation with Country
- Tax Question
- How to Get to Retirement? Practice!
- Value Cost Averaging?
- If not Wellesley then what?
- Why your boss is dumping your wife
- Switching from spender to saver is possible!
- My plan to retire at 35
- Should I keep this Life Insurance?
- Family Pressures Thwart Boomers’ Retirement Plans
- Help with "hybrid bond" in my portfolio (30-yr yield with 1-year duration!)
- The 4 Percent Rule: Static Decisions In A Dynamic World
- Crazy expenses in first year
- Will the Fed lead the market?
- Advisors Expect Most Clients To Postpone Retirements
- Time-Weighted Return
- Useful Mortgage Planning
- One-in-Five Elderly Outspend Income
- financial manager
- Small business hide the (tax) sausage?
- College Savings - short term
- One diversified low fee fund vs DIY diversity w/ higher fees?
- Rollover to Vanguard Target Funds?
- POLL: How Many On Here Were Self-Employed?
- Taking care of elderly parents
- A little late to the party?
- A little bit of affirmation on my ER plans.
- Buying sports car/what is markup at dealer
- Obamacare basics
- Bond Mutual Funds
- Govt got me again. Hidden tax in IRA to ROTH conversion
- Australian Pension Scheme in dire straits
- Warning: Turbotax free is not free
- Bonds: So Much More Dangerous Than You Think
- If I had it to do all over
- march 1st questions
- Simple FIRE Plan
- NYS Teachers Pension
- Incredible increase in LTC policy premium
- Cash
- Reordering Checks Online...you cannot be serious
- Maximize your Social Security
- Any updates about Mint.com?
- Asset Protection
- If you do a 1035 exchange do you need to file a tax return?
- Dynamic Cash Management
- Longevity Insurance
- Retirement balances of 401(k) faithfuls quadrupled in past decade
- Ameriprise lawsuit - what it means for you.
- Your Pension Plan
- Solo 401K and?
- Bluebird Debit Card
- Dedicated computer for online banking
- Pralana Retirement Calculator
- Retirement Planning: Rocky for Couples
- TurboTax and Home Purchase
- Need help making savings choices
- Turbo Tax - Tax-Exempt Income not added to State Return
- Consequences of 1% increase in inflation