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  1. H&R Block 2019 tax program in the mail?
  2. Rolling TIRA accounts to 401K, small change remaining
  3. Setting up my Retirement Paycheck
  4. Buying Income for Seven Years
  5. Spend or save
  6. Roth contribution eligibility question
  7. Financial Fraud Interview
  8. OK Got Some Money - Now What?
  9. Block Online and ACA shared policy allocation
  10. Who changed it to 20%
  11. CBD Product Investment Opportunities ?
  12. ER spend down strategy from ages 59-65
  13. Is this draw down method sane?
  14. Sometimes I wonder do I want a social security raise?
  15. County Assessed a Late Fee, but Never Sent Me a Tax Bill
  16. SPIA vs. Muni Money
  17. Viewing Quarterly Dividends at Fidelity?
  18. Basic Social Security question
  19. Back door Roth: did I miss some steps?
  20. I guess lotteries really are a tax on people bad at math
  21. Time to take the landlord to court?
  22. Probability of Success at varying % Equity AA
  23. Eight centuries of global real interest rate decline
  24. Oops! Forgot to report income in 2017 and 2018
  25. Callan Periodic Table 2019
  26. Seeking feedback on next financial move...
  27. Looking for a tax efficiency calculator
  28. 100% Roth for the next 30-40 yrs possible?
  29. World Debt increase
  30. Stopping Social Security
  31. Ease of CD management with online banks
  32. Pay Provider or reimburse yourself from the HSA?
  33. Create a business to fund relative's kid
  34. Portfolio Required v Equity Asset Allocation
  35. Box 3 SS wages not same as gross income
  36. Books for Retirement Money Management/Decumulation
  37. New Retiree/Need a Withdrawal Strategy/Suggestions?
  38. ACA cliff question - please check my math
  39. Special Bank Deals
  40. Society for Financial Awareness
  41. Bond fund vs. money market for medium-term svgs?
  42. Hiring an Adviser or not, totally confused ?
  43. The Ten Commandments of Investing
  44. WSJ Silliness
  45. Proving Estimated Income for ACA Subsidy
  46. attempted bank hack "you have a secure message"
  47. 529 Owner transfer
  48. How do I model and fixed and variable portfolio spending?
  49. This is a big decision. Help me make the right one!
  50. Help me spend money
  51. Social Security for Widow
  52. Tax Loss Harvesting Strategies for Retirees
  53. Full Blown Iran-US WAR - are you reallocating assets ? Black Swan year ?
  54. The 4 biggest fears about firing your financial adviser
  55. Free TurboTax Premier 2019 for some Fidelity clients
  56. Advice on how to get best interest on "safe" part of retirement funds?
  57. Don't use a comma in i-orp (i-orp error message)
  58. An Issue You Would Not Expect with LTC Premiums
  59. Budgeting for Big, Non-Annual Expenses
  60. Fidelity Visa Fraudulent Charge
  61. Tax extenders
  62. ACA MAGI: Living off of dividends vs LTCG
  63. Tax question on depreciation
  64. What do you think of Schwab Intelligent Income?
  65. TaxSlayer software
  66. What would be the examples for once-per-year-rollover-rule?
  67. What is your Asset Allocation if you have no pension?
  68. How do you think of yourself as an investor?
  69. monte carlo
  70. Fidelity Account Hacked
  71. IRA and 401K deduction
  72. Changing investments
  73. Help with My Tax Rates
  74. ACA Income Level estimate
  75. Rolling spouse's 401(k) into Vanguard IRA
  76. Is my investment strategy a good one?
  77. Keeping Cards Active and Paying Before the Bill Comes
  78. RMD question on paying taxes
  79. Withdrawal Strategy for My Parents - 401k, IRAs
  80. Selling funds at Vanguard
  81. Clarification on capital gains tax rates
  82. Do you withhold taxes on dividends?
  83. Is compound interest stronger than the Force?
  84. 2020 Planned Spending (nothing like our first 65 years)
  85. 2020 Investment Performance Thread
  86. Pay off rental property for cash flow or invest in the market
  87. Rebalance Day
  88. 2019 Spending Summary and Analysis
  89. Changes to IRS Free File program
  90. When to reinvest
  91. IRA pull today 2019 or 2020?
  92. 2019, the year you couldn't lose money if you tried
  93. Help pick ETF or Mutual Fund for HSA at FIDO
  94. basic capital gains tax question
  95. Online Social Security Application - Time Until First Payment
  96. Anyone using MoneyDance as a Quicken Substitute
  97. Question about company going private
  98. Annual Social Security adjustment
  99. pay off debt before retirement
  100. Mortgage lender gave me an Xmas Gift
  101. Keep TIRA for QCD charitable giving, vs ROTH conversion
  102. Determining Qualified Dividends
  103. Roth Beneficiaries
  104. Self Employment Health Insurance Deduction
  105. Decision - sell Vanguard IRA, buy Fidelity IRA?
  106. Just because Christmas and winter and first world problems
  107. Inequality with my kids--how to handle
  108. Best CD, MM Rates & Bank Special Deals Thread 2020 - Please post updates here
  109. No 2020 inflation adjustments for over age 65 extra standard deductions ??
  110. Need some situation analysis/advice
  111. TurboTax disc $54.88, download $69.99. What?
  112. If your household earned less than $66,000 in 2018, you can file taxes for free
  113. Amex Website changes ....
  114. Climbing the wealth ladder
  115. Conversion from Survivor to Personal SSB
  116. IRA Minimum Distribution for recently Opened Account
  117. Roth Conversion & Contributions in same account?
  118. Class of 2013: still kicking!
  119. Roth conversion and tax bracket
  120. Bank of America - Are You Nuts?
  121. How much to plan?
  122. Mystery scam at Christmas time
  123. Anyone Reaching FRA in 2020, Decisions on SS.
  124. Looking back @ 2019 Bear Market
  125. A bunch of interesting graphs to pass the time
  126. Does anyone have experience with self-directed IRA?
  127. Yet Another Roth Conversion Question
  128. Santa brought me Identity Theft for x-mass this year
  129. Chevy Impala
  130. Question re: Roth Conversion and Estimated Taxes
  131. Roth conversion impact on LTCG tax
  132. Your 2020 prediction for SP500
  133. S&P 500 Fund Question
  134. Non-deductible IRA money for Roth conversion
  135. First Roth IRA conversion questions ?
  136. Becoming a believer in my Fixed Income Allocation... maybe
  137. Can my son contribute 401K in full, and a Roth IRA?
  138. Poll: Annual Roth Conversion Timing?
  139. New Inherited IRA and 401(k) rules
  140. Is an UNFUNDED ROTH real Roth
  141. Monte Carlo vs Spreadsheet
  142. Financial Samurai Can't Afford FIRE Anymore
  143. a savage defintion of Investing vs. Speculation risk
  144. Long Term Care Insurance
  145. Anyone with Guaranteed Universal Life Insurance (GUL)?
  146. Calculating tax on SS benefits
  147. Shifting from automatic reinvestment in taxable funds to cash distribution
  148. BIL asking us to send $ to MIL
  149. Accelerating the Roth Conversion?
  150. Personal fire plan
  151. Living Trust and disbursement to kids after death
  152. Anyone have experience with Crawford Investments?
  153. ETrade vs Fidelity - and Sign On Bonus
  154. International Fire - Your Experiences
  155. Positive Outlook Going in 2020
  156. yet another 55 rule question
  157. Sheltering IRA money
  158. New Self Management Stock Suggestions
  159. Minimum Dignity Floor
  160. Realistic Investment returns: 7-10 years
  161. HSA in Retirement
  162. Seeking advise on New Annuity investments
  163. The Rule of 55 and a ROTH 401k
  164. MAGI, Social Security and ACA Subsidy questions
  165. My first Roth conversion - advice
  166. My Social Security problem
  167. Taxable Account Advise Needed/Where to Go?
  168. Starting Roth IRA after retirement
  169. 5 tricky retirement taxes boomers should watch out for
  170. "Bank Error in Your Favor"
  171. Capital Gains Distributions not a good income stream?
  172. Another car puzzle
  173. Have a fund that Fidelity won't accept. Strategies?
  174. Taking SS at age 62
  175. Pension lump sum payout .. taxable event?
  176. Inherited IRA screw up
  177. Roth Conversion Methods
  178. A new way make sure your parents don't outlive their money
  179. There's a new W4 Form for 2020 (We are STILL SO Stupid)
  180. Helping spouse understand my brilliance
  181. surprised today
  182. I am amazed
  183. Anyone ask for retention bonus to stay longer?
  184. Self-sabotaging FIRE - A PostSecret-like confession
  185. New IRS tax brackets for 2020
  186. Formula for Tax on Withdrawals
  187. Mortality Pool in a Mutual Fund
  188. Inherited IRA RMD Question
  189. Tax question on sale of rental property
  190. Roth Conversions well into RMDs, our plan
  191. Tax question(s) related to complex trust
  192. Just joined, eager to learn more from FIRE community.
  193. Looking over the cliff
  194. Computing SS income
  195. 457 to IRA rollover - withdrawal restrictions
  196. Combat Tax Exclusion Zone, IRAs, and Capital Gains Tax
  197. Donor Advised Fund and trust question
  198. Splurge Growth
  199. Roth Conversions
  200. Don't forget the survivor plan
  201. Okay, Iíve saved enough to retire, now what?
  202. Saving up for car vs Investing and take out car loan
  203. 401k and IRA together?
  204. Questions about ACA and deductions
  205. Does Roth 401k Make Sense the last few months of work?
  206. Your Experiences Please
  207. The important "trigger" income levels 2020
  208. Question: How does a SPIA from iIRA affect RMDs?
  209. Struggling with 72T
  210. Roth 5 year rule - quick question
  211. I just got IMRAA'd
  212. Help creating a poor-man's I-ORP
  213. Pay taxes now?
  214. Social Security Benefits Question
  215. Do You Know Who Your POD Beneficiary Is?
  216. Let it ride or hold it aside?
  217. Looking for income
  218. Woohoo extra money... Oh no what about my Roth
  219. Bonds portion of AA: how much corporate vs. treasuries?
  220. Tax Q? about selling stock to spouse
  221. Roth Conversion
  222. Pension options and term life ladder
  223. How to approach taxable savings
  224. Moving Money Via Schwab
  225. Switch brokers?
  226. Warning: Moving PenFed IRAs Can Be Dangerous
  227. Considering AA change from x-age to x years of cash+bonds
  228. Vanguard Website
  229. Mechanics of Filling the B.S. Bucket
  230. Capital Gain Tax Help
  231. Why Canít I Sell ALL!!!
  232. Effective Tax Rates on Higher Annual Withdrawals
  233. DAF to the max: Potential Tax Arbitrage Strategy
  234. Tax Minimization with High Withdrawal Amounts
  235. Hulu $1.99
  236. A better way to withdraw from an IRA?
  237. Schwab Moing to Texas
  238. Black Friday Deals for Travel
  239. Insurance for Investment Property
  240. Walmart sale on H&R Block tax software
  241. Dividend stocks vs Growth stocks
  242. Fidelity Zero Expense Ratio vs. VG Admiral funds
  243. The Art of Persuasion and Social Security
  244. Retire or look for another job?
  245. Rebalancing (taxable accounts) - gotta do it!
  246. Using 457 plan funds to pay Roth conversion taxes
  247. AA gear shift at retirement?
  248. Utilizing Home Equity. Reverse Mortgage? HELOC?
  249. 53, maybe ER at 55... what would you change?
  250. IRMAA reset timing?