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- Empower retirement company?
- How Many CD's Are Too Many?
- What's your 401K Withdrawal Routine or Strategy - Monthly, Yearly, or Whenever?
- Need some CD knowledge
- Biggest Worry
- My first day of re-retirement
- where to park cash - saving for 2nd home
- Line Up for Cheaper Gas at Costco or Walmart?
- Backdoor roth and megaback door questions
- 1099 contracted employee allowable deductions
- planning for Medicare + Social Security
- The Secure Act Legislation to raise age for RMD
- Joint Bank Account - two states?
- HRBlock Tax Software - Anyone Find Way to Verify Imported Lines Quickly?
- Tax Return Fee
- How far over your 'number' did you go?
- Private mortgage to DD and DSinLaw
- Understanding Returns
- lump sum analysis help
- Survey: 64% of Americans Now Living Paycheck to Paycheck
- Who has not/will NOT do Roth Conversions?
- Jonathan Clements on Wealth Track
- So Why Is It Not A Loss If I Sell Everything? SELL THE DIP
- Question on Vanguard Consolidated 1099s
- Inherited IRA RMD-Comments open
- Costco Visa allows direct deposit for rebate now
- T-Mobile Connect, $15/month prepaid
- money markets and FDIC
- How do you use MYGAs? Any tips?
- state tax on roth conversion
- Mystery check from IRS
- Sold !
- TurboTax: Foreign Tax Credit, Form 1116 Schedule B mess
- Made A Mistake On My Federal Return. File An Amended Return ASAP, Or Wait ?
- How much to leav
- Trying to sell paper stock certificates from UK.
- 72(t) rule change
- Getting out of Russia?
- Brokerage TOD Beneficiaries?
- Investing in Yieldstreet
- Individual Roth vs Solo Roth 401(k) sanity check
- New employee questions
- Retiree Finances Survey - article
- Check stolen in the mail and cashed by thief
- public service announcement: organization
- Annuity planning questions
- 1099-B Question *Related To Dividend Reinvestment*
- EJ Brokered CD - Market Discount, Gain, & Interest
- Condo rental depreciation question
- Spending Budget Recalibration
- price question
- Would Appreciate Your Thoughts!
- Theory now is - Stock Market will skyrocket further because of the Ukraine-Russia War
- Social Security Survivor Benefits for a Widow
- AARP Tax Aide Help
- budgeting unexpected money?
- Forced selling of bond fund shares
- Reporting Stimulus in 2021 Tax Year
- Estimated Tax on ROTH Conversion
- Turbo Tax Estimated Tax Question?
- Americo Deferred Annuity question
- 529 Expense Documentation
- Let's Talk Bond Funds
- IRA Tax Reporting Questions
- Correction, Are we there yet?
- Ownership of Mutual Fund Acct.
- Retirement Account Question - Rollover from 401(k) to Roth IRA
- Turbo Question
- 1099-DIV in Turbo Tax Question
- House renting vs buying
- Understanding YTD
- Interest on iBonds
- Free file federal + state if agi bet 16K - 73K
- Question about step down in basis
- Lump sum or DCA
- What kind of rebalance do I need? EFTs
- Converting I-Bonds
- HR Block temporarily double charged
- Documenting Medicare Premium Payments
- Affordable Connectivity Program - For Low Income Individuals & Families.
- Ukraine/Inflation Poet Impacts
- Roth continues quick question
- RMD Check Cashing Post Death
- Withdrawing excess 2021 Roth contribution - questions
- Good Bye (Free) Fidelity Advisor
- WWYD Lowered 401k contribution and freaked out
- Pension breakeven question-factors to consider?
- inflation -vacation hotels
- Only need $207,000 to retire at full retirement age?
- My IRS tax return was rejected
- Allocating Our Income - Need Help
- Bond fund is down 4% YTD?
- Harvesting loss for tax purposes
- 2020 AGI & e-filing
- Will Capital Loss Lower MAGI ? a Tax question
- Estate Account Stock Distribution
- Cash gift to sons
- H & R Block slow to update 2021, Federal/State
- Does purchasing property delay or accelerate your FIRE timeline?
- Does this indirect 60-day 401k rollover to Roth IRA break any IRS rules?
- Using bank balance letter to secure a lease?
- The case for re-balancing into non-US stocks
- Victim of Identity Theft
- Is there any reason NOT to use specific cost basis?
- Affordable Connectivity Program - $30 monthly Internet discount
- Turbo Tax slow updates causing errors
- Good post on real estate investing
- SS and spousal benefits
- Feedback Requested for Portfolio Amount Needed - Borderline/Good/Comforable
- What happens to stepped up basis when some shares are gifted
- How to Get Help at Vanguard
- Income Using CEFs Experiences and Questions
- IRS FreeFile Errors / Rejected
- Safe Harbor tax payment question
- Vanguard 1099R form not on their website...
- Where to hide cash from the inflation?
- NFL Linebacker Talks $$$
- Rate by which to increase IRMAA premiums?
- Can someone help me understand these SSA estimates?
- Social Security - How much at age 70?
- Roth conversion confusion
- SS cola
- Reinvest Dividends and Capital Gains?
- An unexpected 1099 just dropped in
- Inflation
- Learning about 1099-R Form
- Turbo Tax computing wrong ACA subsidies.
- To sell house or not?
- Pension plan terminated
- IRS safe harbor after large capital gain
- 1099-R confusion.
- 529 Withdrawal and Stafford loan for Medical School
- Simple 401K rollover runaround
- Safe Harbor and then retirement
- Documenting gift tax exclusions
- 45 and FIREcalc gives 78% success
- Poll: What is your definition of wealthy as defined by Annual Withdrawal Rate?
- Can a Refund be taken on your taxes ?
- Best way to mail a printed Stock Certificate
- Financial Advisor obtaining a PPP Loan
- 57 point credit score drop - yikes!
- Where to place REIT in asset allocation?
- Help on 1099R box 7 code?
- IRS Taxpayer Advocate Interaction
- How To Calculate SS Correctly
- One Pension: 2 1099-R’s ?
- Amazon Prime price increase to $139/yr
- Pension W2 and 1099-R
- Beware Quicken !!
- Early retirement is bad ...
- CCRC fees paid with tIRA Assets
- First Year Roth Conversion & 401K Contribution... Does it Make any Sense?
- vanguard 1099
- HSA - how much ?
- Bridgewater: “Bonds are a terrible place to be.”
- Where and how do the super wealthy invest?
- First pension check has hit my account!
- Where do you actually get your money in retirement?
- Draw from HSA rather than Roth?
- DQOTD: Vanguard Consolidated Tax Info?
- Look for new job or ride it out
- Transitioning to Full Retirement - What's the Right Cash Position?
- Big Lump Sum and AA
- Federal Estate Tax
- Retirement home purchase
- Not enough Roth
- Zero exemptions still not enough!
- Is Penfed offering a discount for Turbotax this year?
- Has Tom Brady signed up here yet ?
- Cashing EE Savings Bonds and 1099-INT Form
- HSA Administrators Calling it Quits on March
- Costco Tire - Hard to do business with?
- The dynamics of bond duration and rising rates
- A Retiree's Portfolio Review,
- 2021 IRA contributions
- T-Mobile Money SAVINGS acct paying 1%
- Thrift Savings Plan Investors
- Just filed my Federal tax return
- Funding HSA in retirement
- Did anybody else buy today?
- Daughter wants to buy a house
- Cyber protection
- IRA Contributions for 2021
- Vanguard Target Funds - Large Cap Gains Distribution?
- CPA questions (Trust related content)
- VG Predictions for 2022
- Direct Indexing
- Interesting Asset Allocation Calculator
- Donor-Advised Fund/Vanguard and Fidelity Charitable
- We Can’t Afford Our Home Anymore!
- Sometimes it is hard to do nothing!!
- Rebalancing within an IRA
- Replacing PFORX
- 2 Years From FIRE Add Bonds?
- Questions about RMD and SS Deductions
- Are We In or Entering Stagflation?
- Crash Proof Retirement - What do they sell exactly?
- Trying to retire, but can’t.
- Fisher junk mail
- Selling gold and other jewelry
- Do I need to be talked off the RE ledge?
- Determing Deductible vs Non-Deductible For Inherited IRA
- IRS lost my tax return
- Market Volatility
- Boy did I ever pick a great month to retire! #StockMarketDrop
- 1 oz gold Buffalo proofs
- I wish I knew before (or after) I retired???
- SMH - huge surprise capital gains in taxable
- taxable account and reinvestment vs. distribute
- Applying for multiple bank / credit union new a/c "bonuses" and impact on credit
- Turbo Tax QCD bug
- Expats living abroad, who maintain a Virtual USA Mailbox. - Questions
- When and how to take RMD
- Quick RMD Reporting Question
- Vanguard Web Page, old or new?
- Multiple ACA policies and a subsidy
- sell bond fund buy Utilities fund.
- Credit card payment delay promos and your credit score
- First Roth distribution
- Dying With a Huge Mortgage
- Bond fund question
- Can someone explain time sharing?
- Taxes on Social Security
- Bank messing with my mortgage
- Minimizing the "Skim" -- the Key to Retiring Early
- Account access if we become disabled
- DWs SS went up $68pm - Her Healthcare went up $184!
- New beneficiary for excess 529 money
- Advising teenage daughter
- The Ratcheting Safe Withdrawal Rate – A More Dominant Version Of The 4% Rule?
- Exit sign?
- Google Finance lost track of SWAGX
- 2022 Investment Performance Thread
- Excellent William Bernstein post
- Too Late for Roth….?
- Best walk off the job story
- Should I Delay DROP?
- How long would you wait to contact the IRS in this scenario
- FIREd like a boss! I walked out the door and didn't tell anyone!
- Tax Burden in Retirement - Anything Better Than SmartAsset Calculators?
- Plug is Pulled
- Virtual mail box for expats
- Beating Index SP500
- So I made too much to contribute to my Roth
- Income Tax Refund -> I Bonds
- I need a (new) retirement plan?!
- Questioning the 4% plan in retirement
- DQOTD: Roth Conversion 5-Year Rules???
- Capital Gains - Mechanics of Selling By Tax Lots?
- 2022 Mergers and Acquisitions
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