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- CD Calculator to decide to sell/reinvest CD
- Are "online only" bank deposits "safe"?
- How many miss reducing state taxable income by US Govt interest?
- How should this inheritance be handled?
- Amended Tax Return via TT
- Fidelity IRA to Schwab IRA transfer
- Soc. Security question
- JP Morgan Retirement Study
- At what point would you drop umbrella policy?
- Bank Question-Civic Federal Credit Union
- Kitces on large HSA account late in life
- Pay Tax yearly on I-bond Interest
- March 22nd. FOMC FED Funds Rate Guess - Poll
- Interesting tax situation
- HSA vs Maxing out 401K
- Breaking CD early / Recording Penalty for Tax
- IRA/Inherited IRA RMD Question
- "Beyond SIPC" Question
- Cash Management at Schwab
- How good is JPMorgan for fixed income?
- T-Mobile: Auto-Pay Discount For Bill Payment by Credit Card Ending
- Equal Estimated Tax Payments
- AA 1/2 CD's and 1/2 index funds?
- The White Whales - Perfect Credit Scores?
- Hawaii, taxes and the TSP
- w-4 troubles at work
- Preparing HSA withdrawal to deal with California tax situation
- I think I need to go back to w*rk
- Help Requested with Withdrawal Strategy
- Managed/Balanced (bond) Fund Vs Bond Index Fund
- Social Security Survivor Benefits Question
- Advice on cashing out a whole life policy
- Roth Conversion - More Than Just the Tax on the Conversion
- Roth or Traditional 401k?
- Is HSA withdrawal counted as income for ACA?
- Money does make you happier, new study finds.
- Calculating how much of our SS is taxable.
- Finding it hard not to overpay our tax withholding
- SSA benefits: Surprise at the small cost is of not working for 5 years
- FTB tax issue
- Hiring a retirement planner
- SSA Estimate
- Claiming Social Security Question ??
- Auto Financing
- Another when to take Social Security thread...
- Current 5 year CD rates
- Funds held at one institution safe?
- Thoughts on New Merrill Edge IRA and Fixed Income Choices
- Tax Refund Routing Mistake
- Re-Shop Your Car Insurance Right Now
- Filing taxes with incomplete documents
- financial advisors?
- File estate return for $2400 LTCG?
- Life insurance help for a friend
- Home down payment via margin or IRA loan?
- Used car sale transaction process
- Buying an equity mutual fund in taxable account re cost basis
- High CD rates = Estimated taxes!
- Underpayment of taxes
- Old I bond interest rates
- Non RMD IRA withdrawal to rollover Roth
- Screwed Up Taxes - IRS Corrected - Do I Need to do Anything?
- Another Social Security Question
- H&R Block 709 Form Question
- Calculated refund of $2
- Targeted by the IRS?
- Currency Exchange Game Dollar Vs Peso
- Roth conversion, Form 2210, and penalty
- Tax Software Recommendation
- Is paypal more secure than using a credit card?
- Vanguard cost basis when selling - which?
- Misrepresented!
- Best time for SS withdraw is age 67 not 70?
- PayPal account out of the blue?
- What do you consider safe?
- Downside of fixed income annuity
- Are you really retired at 59 1/2 (according to IRA)
- 2026 Tax Bracket Income Thresholds, Standard Deduction, and Personal Exemption
- Bank CD advertisements all over the board
- ROTH for young workers
- Wash Sale Question
- Moving TIAA-RE to an IRA
- Another 1099g after death Question.
- My Sister's Series I Savings Bonds
- Big jump in Homeowners insurance
- LTCGs
- Rolling 529 to Roth
- Getting closer and wondering
- Kiddie Taxes -- How?
- Help with 1099-B reporting (sale of mutual fund)
- Another Tax Self-Prep Question: Two 1099s for One Account
- Tax Self-Prep Question
- DQOTD: Why Does TurboTax Display Every Form I've Ever Used?
- I seem to be living above my means again...
- Tax question
- Broker locked my roth 401K
- Bond Ladders and Beneficiaries in a tIRA
- Tools, methods, and approaches to archiving memories (photos, videos, etc.)
- A Social Security Question on Survivor Benefits
- Turbo Tax/IRS Acceptance
- rule of 55 bridge using brokerage link
- Roth Conversion (trying to keep it simple)
- Surprise COLA!
- Question about umbrella policy and adult children living at home
- NETSPEND All-Access Card in the Mail
- When should Whole Life Policies Be Cashed In
- Bond Funds or Bonds?
- Will a HELOC do the trick?
- Multi-year Guaranteed Annuity
- Cost Basis of Jointly Owned Home
- Is Moving Large Amounts of Cash a Red Flag?
- Withdrawal Calulator
- MACRS Depreciation and Taxes
- FIDO HSA Routing number
- When to go long with Treasury Bonds/Notes?
- Withdrawing Perspectives/Questions
- Equifax can't verify me
- ACA Premiums Rebate, filing personal taxes
- ficalc.app VS firecalc.com
- Question about Spousal Social Security that may never have been asked before
- 1099-R from "Free Look" Annuity re-issue?
- Anyone cashed in Inherited Paper I-Bonds?
- IRS requests not to file now
- Foolish to delay pension one year?
- Is the American Dollar really going away?
- Large donation 2023 tax question and ACA and Divorce and what a mess...
- Don't forget interest on IRS's late refund payment
- Joint Credit Card Accounts
- Round Table Bond Discussion Topic
- what to invest for retired mom
- Co-owned accounts & taxes
- Withdrawal strategy for 8 year bridge to SS?
- How much liquid cash do you keep available?
- Quick Question about Health Insurance Marketplace Form for IRS
- Get out of house without too much taxation?
- Cars percentage of net worth?
- Usain Bolt, Loses $12 Million in Alleged Fraud
- Vanguard Tax form confusion
- Fifth-Third Bank IRA CD to Vanguard
- Spousal Social Security Benefit
- Transferring an Inherited Brokerage Account
- Have I got our tax deferred down low enough?
- How to determine the annual return of a bond portfolio
- Federal Tax Withholding from MegaCorp Pension
- Very good Ben Carlson article on the debt ceiling soap opera
- What happens to dividends/prices?
- 2022 1099-INT for a closed Estate. What to do?
- Determining cost basis on long held MF
- Pay off 4.5% mortgage or keep going 16 years?
- Large Bond Ladder Strategy Decision Looming
- Retirement Readiness – Using Excel NPV against All Withdrawals
- Just took SS!! Now how do I calculate my Withdrawal Rate?
- Tax Q: Stop Depreciating/Tracking Bus Assets when retired?
- Just received 2022 tax refund!
- Fidelity Account with no $$
- ACA Advice Mutual Fund capital gains spiked for 2022
- Tax Loss Harvesting Question ?
- DQOTD: What’s The Downside of Filing Tax Return Early (Now)?
- Roth Conversions and the Tax Torpedo
- Personal Income Tax Calculator
- Funding a Roth IRA During the Year You Retire
- Transfer in kind between accounts at Fidelity?
- IRS backlog
- Opening Fidelity account virtually ?
- Rolled Over 401k Plan(s) in Ameritrade
- Callan Table 2022
- Social Security Online Service Down?
- Any advice for someone starting saving for retirement VERY late?
- Do Social Security Calculators Miss This?
- Default on Municipal Bonds
- Do I pay a tax accountant or file my own taxes?
- IRS dragging it's heels to release form 915
- Confused on how to do numbers
- Experian again!
- Do all banks have ach fees
- I Actually Enjoy Doing My Tax Returns…
- Good article to clear up 5 year rule on conversions
- What is your age and your AA for your nest egg?
- ACA Unpleasant SLCSP Surprise
- Does budgeting change how you spend money?
- Bond Math for prematurity sale
- Preparing for 2026 Tax Changes
- Asleep At the Wheel
- Fido is recommending Fixed Def'd Annuity ...
- H&R Block tax software (retired in SC, moved to TN)
- Expectations for the US economy
- Belated Merry Christmas to Me; Auto Insurance Only Increased $1
- Too much $ in IRA's how to buy a condo
- Wealthy Taxpayers Could Take a Hit in These 8 States
- Question about purchasing Broker CDs at Schwab
- Filling Income Brackets to Avoid IRMAA
- Big Tech Layoffs ahead of Recession
- ACA subsidy vs EV credit
- Estate Planning
- Comprehensive financial modeling/projections?
- Rollover leftover 529 funds into Roth IRAs
- do i have to pay estimated tax
- I Wonder How Much I’ve Saved From Advice Here?
- Marriage financial advice location/person?
- Financial Institutions - preferences for one or multiple?
- Fidelity HSA - What to invest in?
- Should I move all my retirement accounts to Fidelity?
- RMD clarification help needed with inherited IRA.
- Final MLP Unit Bonus and IRA contributions
- Error in form 5498
- Who's Responsible for Nursing Home Payment?
- Minor Pension Decision
- What are reasonable pessimistic assumptions
- Can I afford this??
- 100k minimum MM and other accounts
- Portfolio Alternatives Advice? Single fund vs 17 ETFS? Annuities?
- Little surprise on withdrawals
- Tax form drift
- VG RMD Service
- Taxes: Cap Gain & Dividends
- Stop reinvest dividends on taxable?
- What to do with extra $30K in checking account?
- Discretionary vs fixed expenses in spending model
- Questions about deceased estate
- Your view on 2023 market outcome
- My Two SSA-1099s received today
- Medicare Social Security Hold Harmless
- Aggregation Contacts @ Credit Card Companies
- HSA "rollover" question
- What's going on at Charles Schwab ?
- real estate offer, too good to be true?
- question - does AGI include social security
- Form W-4R, A New Form for 2023?
- Received first SS cheque ... and invoice for part B.
- Perspective on Income Taxes
- 457b rollover to a roth
- Update Trust
- Do you guys use an accountant?
- Cryptocurrency discussions on ER Forum
- Social Security payments discrepancy
- Bank checking account hit by fraudster
- Vanguard Retirement Savings Trust III
- Important Contribution Limits for 2023
- Stable Value Funds in Rising Rate environment
- DQOTD: does my lawyer need bank account numbers
- Roll Short Term Treasuries or buy longer and sell as needed?
- Capital One pulled a fast one
- S&P Double Prediction 2023 ?
- SS benefit taxes
- $750k in checking accounts- 84yr old- help !
- 401k went over contribution limit
- 2023 Investment Performance Thread
- Withdrawal Advice with Variable Annuity
- DQOTD: Why Can't I Do A Roth Conversion With An RMD?
- Roth pre-59.5 Withdrawal Timing Question
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