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  1. Rule of 55 exact date?
  2. Pension at these interest rates?
  3. Straight line annuity option
  4. John Clements on stocks 2022
  5. Lump Sum Pension calculator
  6. Treasury vs Funds or Online Bank
  7. Barrons: Social Security’s COLA Is No Bonus
  8. '60/40' portfolios are facing worst returns in 100 years: Bank of America
  9. Auto Insurance Jump (FL)
  10. Muni bonds when moving residence
  11. 0% cap gains tax on rental property sales
  12. Sanity Check on AA
  13. Tell Me About Fidelity's BrokerageLink Account
  14. More Questions about Buying Bonds
  15. Need practical steps to build a bond ladder
  16. Tiny non-deductible IRA contribution - can we ignore it?
  17. Short-term Treasuries for some (or all) of one's fixed income position
  18. Ally $500 Bonus Offer
  19. Single Fund To Replace VG Balanced (VBIAX)?
  20. Trust and IRA Beneficiary?
  21. Jonathan Clements and John Lim on bonds
  22. A Callable Bond Conundrum
  23. Rent payment drama: Please help / advice
  24. Direct Connect (OFX) Downloads Discontinued
  25. Debit card usage "OVERDRAFT PROTECTION" questions
  26. Time to consider I.R.A. to Roth rollovers.
  27. Inherited IRA and divorce questions
  28. Younger people shouldn’t save for retirement
  29. DQOTD: What Are T-Bill Balances on Monthly Statement?
  30. Is "avoiding probate" a scam?
  31. Schwab users - Buying Treasuries, CDs & Annuities
  32. Someone Calm me Down , Fidelity
  33. CDs: sinking fund protection and call protection
  34. Selling rental units
  35. 401K - timing move from stable fund back to bond fund
  36. Confused about SEC Yield on VFSUX
  37. Are you buying corporate bonds?
  38. Question on sharing debit card & bank account info with (corporate) landlord.
  39. Roth convert or inherited IRA drawdown?
  40. Building a ladder.
  41. Will high interest cause you to revisit your AA?
  42. Recommendations for Banks with Excellent Cyber Security?
  43. Boomer Wealth
  44. First Social Security payment
  45. 1.9% instead of 4% the new safe withdrawal rate?
  46. Anyone rethinking Annuities now with increase in interest rates?
  47. Poll: Where do folks keep their retirement Nest Egg's Investable cash assets?
  48. Private Banking useful if financially-naive spouse has to handle finances?
  49. What should we do?
  50. Calculating Social Security Retirement Benefits
  51. Any reason to segregate lump sum pension?
  52. Investment Account Credit Card or Debit Card?
  53. Kitces on retiree state taxes
  54. When and how to set exit plan?
  55. New USAA app is a POS!!
  56. Fidelity Retirement Planner Reduces Health Care Inflation?
  57. Need to sell impossible to sell shares
  58. Vanguard and deceased beneficiaries for IRA
  59. Long term Capital Gain and Loss - tax question
  60. VG Bond funds
  61. FOMC rate question
  62. Random thoughts on net worth.
  63. CD Purchase from Tax Deferred IRA?
  64. Genworth Colony Term life insurance policy questions
  65. Finra
  66. Timing reentry
  67. Sell/Transfer all to T Notes - Right Now
  68. Vanguard Tax Loss Harvesting Program and Service
  69. How Much Does A Credit Card Company Know About Your Other Accounts?
  70. When to not tax loss harvest?
  71. A Trustee Tax responsibilities
  72. Tax loss harvesting
  73. tax efficiency confusion
  74. Why are mega Banks not offering higher CD rates?
  75. 401K Withdrawal and Healthcare Insurance
  76. FDIC Insurance
  77. Unfreezing Equifax Credit
  78. Another SSA Oddity
  79. Your Process of Paying RMD Tax?
  80. Factoring Social Security into a SWR...
  81. Determining IRMAA for 2024 based on 2022 MAGI.
  82. Withdrawal from stocks, bonds or cash
  83. Is the Automobile Bubble Bursting?
  84. Retroactive Spousal Benefit back to FRA
  85. Wills, Trusts, & Estate Planning
  86. How Long to Keep Medical Insurance Records?
  87. Taxes and Roth conversion
  88. Looking to Retire in a year-Looking for Help
  89. Good Time To Move?
  90. Strategy to sell index funds
  91. TLH with dividends reinvested on, wash sales
  92. post tax 401K contributions and ROTHs
  93. Part time income, can I contribute to my Roth IRA and HSA with post tax income?
  94. Poll - Retired, Should I rebalance with this market?
  95. Crazy Not to Own Stocks?
  96. Inflation Reduction Act and Home Energy Tax Credits
  97. Budget for Travel
  98. Trusts to avoid estate tax
  99. Trusts, wills, and inheritance
  100. C. D.'s and Treasuries
  101. Keeping Records
  102. Would you buy flood insurance for a home in a low risk area?
  103. How are dividends for retirement
  104. Creating a personal foundation
  105. Any Problems Having a Chase Checking Account?
  106. When is a good time to tell your child about their UTMA/UGMA?
  107. Social Security questions
  108. Another Vanguard unhappy story
  109. Tax loss harvesting
  110. DQOTD: How to Predict T-Bill Yields at Auction?
  111. Another SS Question: Will Wife still get full Survivor benefits, after she claims SS
  112. Closing Bank Accounts. Gotchas?
  113. Netflix Documentary: Get Smart w/ Money
  114. First Roth Conversion, Understanding of Brackets?
  115. Home sale capital gains question
  116. An Economist Looks at Inflation
  117. Moving on from Vanguard Personal Advisor Services
  118. life tenancy
  119. Old father pensioner, young disabled son as beneficiary
  120. Forgotten Pension??
  121. Article: biggest decline in retirement is in the 55-59 age bracket
  122. Taking SS at 69 instead of 70 - Yes, yet another SS question.
  123. Tough Company for ER
  124. Vanguard Forecasts The Next 10 Years
  125. Break Even, for what you actually get
  126. Which fund to take RMD from?
  127. Choosing a Successor Trustee?
  128. New Home - finance logistics when retired
  129. Rule of 55 and Part-Time Work
  130. Where did the money go?
  131. YMO, the opposite of one more year
  132. Camp LeJeune style lawsuits
  133. Social Security and Medicare Timing
  134. Effective duration/maturity
  135. Treasury Bills, Notes, and Bonds Discussion
  136. house purchase closing costs!
  137. I'm starting SS in January
  138. Social Security - COLA - FRA Two Questions
  139. Corporate Bond Prospects
  140. Firing FA
  141. TIRA to HSA income neutral?
  142. FedNow - Federal Instant Payment System coming next year
  143. Rule of 72?
  144. Moving Vanguard funds to new Fidelity DAF
  145. Turbo Tax Question
  146. Getting a HELOC before Retiring
  147. Repay 403B transferred to an IRA
  148. T-Bill Purchase Question
  149. Top 35 SS Question
  150. How Accurate is the SS Calculator (in terms of Future Dollars)
  151. Auto insurance discount
  152. I-Bond Question
  153. Offsetting capital gains
  154. Powell: Rates Will Rise Until Job Is Done
  155. Roth Conversion or not (on ACA)
  156. TIPS in an IRA
  157. RMD options?
  158. Vanguard->Brokerage->Quicken
  159. What percent of your spending is recreation?
  160. RightCapital - Retirement Analysis Tool - Anyone has access?
  161. gain/loss question
  162. the-crushing-financial-penalties-for-marriage-courtesy-of-uncle-s
  163. Cash to invest ?
  164. Buying Corp Bonds
  165. Consolidating Cash Assets to a Single Brokerage - Fidelity or Schwab?
  166. Poll: Fuel cost for ground transportation as % of annual spend
  167. bug in opensocialsecurity tool?
  168. Amended Tax Return - 6 months!
  169. Different Take on When to Take Social Security ...
  170. Avoiding 10% early withdrawal penalty on non-qualified investments
  171. IRA incentive award tax treatment
  172. rethinking our 401K
  173. Another Annuity ?
  174. At what rate would you annuitize (SPIA)
  175. Corp. note consideration
  176. Dividend Yield vs Total Return Income in Retirement
  177. Need help with IRS Direct Pay for estimated taxes
  178. Interesting videos of 2 couples who left the US to FIRE in Portugal
  179. Cap gains vs Roth conversion
  180. Government Agencies (Bonds)
  181. What effect will the QT increase on 9/1 have on T bills?
  182. Replicate VTSAX in my 401K
  183. Straightforward tax-related math problem I can't figure out
  184. North American Company - MYGA
  185. Newly Retired & Survived First Bear Market
  186. COBRA or Marketplace
  187. 50 Years old - Plan to retire in 5 years - Need help in AA
  188. Cash & short term investments?
  189. Disability workers comp and possible roth conversions
  190. Buying Corp Bonds
  191. SIPC Limits
  192. Millions are "Unretiring"
  193. A little help on which funds to sell...
  194. MYGA Ladder
  195. Confused about estimating tax payments
  196. Outlook for 2nd half 2022
  197. Poll:Did you receive a "package" from your employer when you retired?
  198. Trying to Figure out the best way to guarantee income for the rest of our lives.
  199. HIFO?
  200. Anyone buy an annuity simply to avoid market downturns?
  201. Rollover or iBonds?
  202. Inherited Mortgage
  203. What is the real return? - Sources Differ
  204. Please,please help with transition to Vanguard brokerage questions
  205. Fidelity Accidentally Liquidated my 401K
  206. off shore IRA? Moving money out of US?
  207. IRA money or student loans?
  208. Interpreting TIPS Market Data
  209. is now the time for 5 year cd?
  210. Selling a Rental Property
  211. A Golden Age for Fixed Income Investing - Provided you use TIPS
  212. What is this withdrawal strategy called, and what are the downsides?
  213. Trust and children
  214. Roth rollover question
  215. Software to track stock sales and taxes
  216. Do you send money with sympathy cards?
  217. eMoney "tracker"
  218. Primary home capital gains
  219. Pandemic era recovery milestone for US economy
  220. Traditional 401K Roth Conversions - How to determine the Benefits?
  221. DQOTD: What's Baked Into Bond Fund NAVs Already?
  222. Think we have inflation? Turkey’s new print is 79.6%
  223. How to estimate SS benefit if you retire early and wait to collect
  224. Car Insurance Increasing, more than expected
  225. SS Start and COL increase question
  226. Is Your Mutual Fund/ETF Manager Shortchanging You ?
  227. Pay college fees out of the 529 plan or use cash in today's env?
  228. Most you've ever spent on airline tickets
  229. Should I give myself a raise?
  230. ACA vs Medicare, Different Ages
  231. Financial "Success/Secrets" you only share with strangers but not families/friends
  232. form 8606
  233. age 49, status check
  234. Experian misunderstanding Fire
  235. New Retirement Pessimistic scenario?
  236. GSEs vs. CDs and Treasuries?
  237. An I-Bond Gifting Question
  238. Inherited IRAs and QCDs
  239. moving vanguard brokered CD Traditional to Roth?
  240. Backdoor Roth and Roth conversions - no current Roth or IRA
  241. Tax strategy for Clergy
  242. Retirement Study
  243. How do you cheer yourself up after mistake purchase?
  244. Question about 4% withdrawal rate in retirement
  245. Mmmm, Numbers
  246. 1 month T bills vs 3 month T bills
  247. Paying Penalty's on CD's Question
  248. Roth Conversion versus simply taking an IRA distribution?
  249. A 2022 Medicare Enrollment Tale
  250. Tools to Model Income Tax Returns During Retirement