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  1. Life of Social Security Fund ??
  2. VG CD Purchase question
  3. Fidelity tools caveat
  4. Reporting Backdoor Roth in TurboTax
  5. Social Security Disability
  6. Any reason to make an IRA contribution?
  7. 17K Gifting Limit
  8. Tax Free Withdrawal from IRA for Long Term Care & Charity?
  9. Do people really get refunds over 10K?
  10. Interest Rates Effect on SPIA
  11. 4% rule and dividends
  12. How to structure unusual will?
  13. How to move from spousal SS benefit to my account
  14. Final SS Check
  15. Connecticut state income tax filing - PSA
  16. SORR Mitigation Strategies
  17. Composition of taxed RMD checks
  18. Is The Carnage Mostly Over For Bond Funds?
  19. Banking crisis??
  20. E-mail address compromised, need advice to stay safe.
  21. What to spend first?
  22. IncomeStrategy.com bought out by T. Rowe Price
  23. HSA and Medicare receipts
  24. Please check my math/logic.
  25. Turbo Tax weak error checking
  26. When to switch?
  27. Vanguard web site issues
  28. Does it make sense to sell this T bill and buy a CD?
  29. ProjectionLab, tool competition
  30. Roth HELP needed
  31. SS slider bar estimates
  32. SPIA substitute for Life Insurance?
  33. Question on Brokered CD's - who really owns them?
  34. Must Personal Representative fees be listed on the estate closing document?
  35. Coupon vs Interest rate
  36. Its all our fault!!
  37. Creating a paycheck in retirement
  38. Problem with H&R Block Deluxe
  39. Brokered CD's Not FDIC Insured - so says Investopedia
  40. Resigning as Trustee questions or ???
  41. CDs to pay my House Payment Thoughts?
  42. CDs and IRAs
  43. Understanding Personal Performance
  44. Vanguard Brokerage CD questions
  45. Do Fidelity Freedom funds consistently provide income?
  46. Does Schwab not do ETF dividend re-investment?
  47. T Rowe screwed up my 2022 Roth conversion...terrible customer service!
  48. How to transfer $ from Vanguard to Fidelity?
  49. Too early now but are intermediate term bond funds the way to go when Fed is cutting?
  50. IRA Green-energy credits & ACA premium rebate
  51. Turbotax - can it estimate 2023?
  52. Strange Entry within Fido Checking Acct
  53. Using the clean energy tax credits
  54. Feeling stupid...health care premium deductibility
  55. Where to put $750K at age 80
  56. Ibond 1099 question
  57. How to increase dividends by shuffling investments around?
  58. Bail out of Stable Value in a 401k?
  59. SS rep payee accounting question
  60. Home Ownership History
  61. Credit Suisse AT1 Bonds
  62. New to Schwab: Transferred VG funds can't find where dividends are going
  63. What is the specific meaning of "Net new Assets" at brokerages?
  64. VFMXX and VBTLX - please augment my understanding
  65. Received a letter from the IRS asking my to validate my Idenity
  66. Roth conversion and TurboTax question
  67. Request advice regarding my CD situation
  68. Fidelity Retirement Calculators
  69. $1.25M construction loan with no income?
  70. New Property Assessments -> Property Taxes!
  71. How to calculate IRA distribution tax-exempt portion for state
  72. Are my Roth conversion pros/cons correct?
  73. Anyone with a Balanced Portfolio feeling major pain?
  74. Cash to start funding ladders in a downturn
  75. Transferring from Vanguard to Fido - basis question
  76. Teach me how to BTD
  77. Brokerage Account Transfer (ACATS)
  78. Bonus To Move IRA's To A Brokerage??
  79. Roth 401k Rollover Questions
  80. Opinions about the expiration of the estate tax limit in 2025
  81. Vanguard not transferring money to Fidelity
  82. New to CD's - what should I watch out for?
  83. Life Insurance Question
  84. DF missed two years worth of IRA RMDs
  85. How do you monitoring multiple investment throughout the year (for taxes)?
  86. Buyers Contract with Realtor
  87. Buying a CD at Vanguard in my RO IRA (1st time doing this)
  88. Who still files income tax via snail mail?
  89. Gift to son ?
  90. IRS online question
  91. SIPC, FDIC and NCUA -- the same?
  92. Transferring IRA to a new broker - do I cash out first?
  93. Form 1116 Foreign Tax Issue
  94. CD Calculator to decide to sell/reinvest CD
  95. Are "online only" bank deposits "safe"?
  96. How many miss reducing state taxable income by US Govt interest?
  97. How should this inheritance be handled?
  98. Amended Tax Return via TT
  99. Fidelity IRA to Schwab IRA transfer
  100. Soc. Security question
  101. JP Morgan Retirement Study
  102. At what point would you drop umbrella policy?
  103. Bank Question-Civic Federal Credit Union
  104. Kitces on large HSA account late in life
  105. Pay Tax yearly on I-bond Interest
  106. March 22nd. FOMC FED Funds Rate Guess - Poll
  107. Interesting tax situation
  108. HSA vs Maxing out 401K
  109. Breaking CD early / Recording Penalty for Tax
  110. IRA/Inherited IRA RMD Question
  111. "Beyond SIPC" Question
  112. Cash Management at Schwab
  113. How good is JPMorgan for fixed income?
  114. T-Mobile: Auto-Pay Discount For Bill Payment by Credit Card Ending
  115. Equal Estimated Tax Payments
  116. AA 1/2 CD's and 1/2 index funds?
  117. The White Whales - Perfect Credit Scores?
  118. Hawaii, taxes and the TSP
  119. w-4 troubles at work
  120. Preparing HSA withdrawal to deal with California tax situation
  121. I think I need to go back to w*rk
  122. Help Requested with Withdrawal Strategy
  123. Managed/Balanced (bond) Fund Vs Bond Index Fund
  124. Social Security Survivor Benefits Question
  125. Advice on cashing out a whole life policy
  126. Roth Conversion - More Than Just the Tax on the Conversion
  127. Roth or Traditional 401k?
  128. Is HSA withdrawal counted as income for ACA?
  129. Money does make you happier, new study finds.
  130. Calculating how much of our SS is taxable.
  131. Finding it hard not to overpay our tax withholding
  132. SSA benefits: Surprise at the small cost is of not working for 5 years
  133. FTB tax issue
  134. Hiring a retirement planner
  135. SSA Estimate
  136. Claiming Social Security Question ??
  137. Auto Financing
  138. Another when to take Social Security thread...
  139. Current 5 year CD rates
  140. Funds held at one institution safe?
  141. Thoughts on New Merrill Edge IRA and Fixed Income Choices
  142. Tax Refund Routing Mistake
  143. Re-Shop Your Car Insurance Right Now
  144. Filing taxes with incomplete documents
  145. financial advisors?
  146. File estate return for $2400 LTCG?
  147. Life insurance help for a friend
  148. Home down payment via margin or IRA loan?
  149. Used car sale transaction process
  150. Buying an equity mutual fund in taxable account re cost basis
  151. High CD rates = Estimated taxes!
  152. Underpayment of taxes
  153. Old I bond interest rates
  154. Non RMD IRA withdrawal to rollover Roth
  155. Screwed Up Taxes - IRS Corrected - Do I Need to do Anything?
  156. Another Social Security Question
  157. H&R Block 709 Form Question
  158. Calculated refund of $2
  159. Targeted by the IRS?
  160. Currency Exchange Game Dollar Vs Peso
  161. Roth conversion, Form 2210, and penalty
  162. Tax Software Recommendation
  163. Is paypal more secure than using a credit card?
  164. Vanguard cost basis when selling - which?
  165. Misrepresented!
  166. Best time for SS withdraw is age 67 not 70?
  167. PayPal account out of the blue?
  168. What do you consider safe?
  169. Downside of fixed income annuity
  170. Are you really retired at 59 1/2 (according to IRA)
  171. 2026 Tax Bracket Income Thresholds, Standard Deduction, and Personal Exemption
  172. Bank CD advertisements all over the board
  173. ROTH for young workers
  174. Wash Sale Question
  175. Moving TIAA-RE to an IRA
  176. Another 1099g after death Question.
  177. My Sister's Series I Savings Bonds
  178. Big jump in Homeowners insurance
  179. LTCGs
  180. Rolling 529 to Roth
  181. Getting closer and wondering
  182. Kiddie Taxes -- How?
  183. Help with 1099-B reporting (sale of mutual fund)
  184. Another Tax Self-Prep Question: Two 1099s for One Account
  185. Tax Self-Prep Question
  186. DQOTD: Why Does TurboTax Display Every Form I've Ever Used?
  187. I seem to be living above my means again...
  188. Tax question
  189. Broker locked my roth 401K
  190. Bond Ladders and Beneficiaries in a tIRA
  191. Tools, methods, and approaches to archiving memories (photos, videos, etc.)
  192. A Social Security Question on Survivor Benefits
  193. Turbo Tax/IRS Acceptance
  194. rule of 55 bridge using brokerage link
  195. Roth Conversion (trying to keep it simple)
  196. Surprise COLA!
  197. Question about umbrella policy and adult children living at home
  198. NETSPEND All-Access Card in the Mail
  199. When should Whole Life Policies Be Cashed In
  200. Bond Funds or Bonds?
  201. Will a HELOC do the trick?
  202. Multi-year Guaranteed Annuity
  203. Cost Basis of Jointly Owned Home
  204. Is Moving Large Amounts of Cash a Red Flag?
  205. Withdrawal Calulator
  206. MACRS Depreciation and Taxes
  207. FIDO HSA Routing number
  208. When to go long with Treasury Bonds/Notes?
  209. Withdrawing Perspectives/Questions
  210. Equifax can't verify me
  211. ACA Premiums Rebate, filing personal taxes
  212. ficalc.app VS firecalc.com
  213. Question about Spousal Social Security that may never have been asked before
  214. 1099-R from "Free Look" Annuity re-issue?
  215. Anyone cashed in Inherited Paper I-Bonds?
  216. IRS requests not to file now
  217. Foolish to delay pension one year?
  218. Is the American Dollar really going away?
  219. Large donation 2023 tax question and ACA and Divorce and what a mess...
  220. Don't forget interest on IRS's late refund payment
  221. Joint Credit Card Accounts
  222. Round Table Bond Discussion Topic
  223. what to invest for retired mom
  224. Co-owned accounts & taxes
  225. Withdrawal strategy for 8 year bridge to SS?
  226. How much liquid cash do you keep available?
  227. Quick Question about Health Insurance Marketplace Form for IRS
  228. Get out of house without too much taxation?
  229. Cars percentage of net worth?
  230. Usain Bolt, Loses $12 Million in Alleged Fraud
  231. Vanguard Tax form confusion
  232. Fifth-Third Bank IRA CD to Vanguard
  233. Spousal Social Security Benefit
  234. Transferring an Inherited Brokerage Account
  235. Have I got our tax deferred down low enough?
  236. How to determine the annual return of a bond portfolio
  237. Federal Tax Withholding from MegaCorp Pension
  238. Very good Ben Carlson article on the debt ceiling soap opera
  239. What happens to dividends/prices?
  240. 2022 1099-INT for a closed Estate. What to do?
  241. Determining cost basis on long held MF
  242. Pay off 4.5% mortgage or keep going 16 years?
  243. Large Bond Ladder Strategy Decision Looming
  244. Retirement Readiness Using Excel NPV against All Withdrawals
  245. Just took SS!! Now how do I calculate my Withdrawal Rate?
  246. Tax Q: Stop Depreciating/Tracking Bus Assets when retired?
  247. Just received 2022 tax refund!
  248. Fidelity Account with no $$
  249. ACA Advice Mutual Fund capital gains spiked for 2022
  250. Tax Loss Harvesting Question ?