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  1. Turbo Tax No Help
  2. Adult Children Inheritance
  3. How worried are you about inflation?
  4. Looks like Secure 2.0 will pass [emoji16]
  5. Roth Conversion and Withdrawal
  6. Again Low Fee Index Funds Beat Active Managed
  7. Free tax sites
  8. Capital Pains - Is a loan part of the taxable gain?
  9. How to Mail Stock Certificates, etc
  10. Do you continue to save in retirement for high ticket items?
  11. How much of a buffer did you have before ER?
  12. I Bond rate 5/2021
  13. 401(k) to 401(k) transfer questions
  14. IRA contribution limits
  15. Deferred pay and PIA
  16. BB&T/Truist
  17. amend return or not
  18. how to invest in RE besides being a landlord
  19. Affluent Americans rush to retire - Article
  20. HSA contributions after mid year Medicare
  21. Power of Attorney?
  22. Travel/hobbies budget in retirement
  23. Roll over 401k
  24. Investment nightmare
  25. RMDs Do Apply to Inherited IRAs says IRS
  26. How are my Rate of Return in my Roth IRA?
  27. Withdrawal Rate in early retirement (pre-SS ++)
  28. Census results and prospects for inflation
  29. What percentage of your retirement portfolio is in real estate?
  30. First investments with Fidelity
  31. Explaining ER to people and looked down
  32. Will SECURE act IRA rules affect inherited IRA from 2014?
  33. ACA change clarification?
  34. Why So Many People Intend to Die With Money in the Bank
  35. Article: Don’t cheat yourself with the 4% rule
  36. Guesstimating what we'll have in retirement
  37. Withdrawal Strategy: Fixed % of Current Portfolio
  38. Car Donation, Full Value Approach Question
  39. Roth conversions with inherited IRAs?
  40. "The Money Guy Show"
  41. Property Management Software recommendations?
  42. Department Store Closures...
  43. Spending on adult kids, but I still have my $ goals
  44. Recommend easy book with the basics of withdrawing strategy
  45. Adult children - plan for any big expense items?
  46. Moving broker managed investments to self-managed
  47. How to check out financial advisors
  48. First Social Security Check!!
  49. What's wrong with Schwab?
  50. How have we saved so much
  51. Real Estate Bubble?
  52. ARPA and Excess Premium Tax Credits - advice needed
  53. How to calculate income tax in retirement?
  54. Questio: Form 8960 Net Investment Income Tax Income as related to Large Roth Conv.
  55. When does short turn to long term capital gains?
  56. Megacorps that offer pension?
  57. Saved and...now what?
  58. Whole life with LTC rider, yikes!
  59. Seeking opinions about the most to have in one investment
  60. Don't mess with Bev
  61. Wife claim my Social Security?
  62. Reviewed our Taxes in IRS FreeFile (TurboTax) and our Payment Went Down!!!!
  63. Vanguard fees
  64. Government Retirees
  65. Ameriprise??
  66. Unrealistic Expectations
  67. If we can do it, anyone can?
  68. HSA & Turbotax in year Medicare is started
  69. Investment and or Retirement account cybersecurity and protection
  70. One time purchases
  71. Projected I Bond inflationary component
  72. Another converting funds / avoiding capital gains / taxable event post
  73. How is Social Security taxed?
  74. Advice on Fidelity Decisions
  75. Tax question about contributing to a ROTH IRA
  76. some opinions/ guidance?
  77. How to calculate safe withdrawal rate for early retirement
  78. Three 401k’s. Any pitfalls to consider before consolidating
  79. Never dreamed
  80. I received an offer from Carvana.
  81. Another withdrawal thread
  82. High, Low, Low, High - income plan
  83. Successor trustee recommendation
  84. Housing dilemma approaching RE
  85. Talk to me about 529 plans
  86. Taking up citizenship in a tax haven - stories?
  87. As decison day gets closer, nerves are creeping in
  88. Fidelity, TurboTax and foreign tax credit
  89. How to plan this years income ?
  90. Eagle Vertical Income Portfolio
  91. Capital gains?
  92. Are you planning for proposed tax changes
  93. Holding $600K in cash - feeling like an idiot. Options???
  94. State estimated tax payments
  95. mortgage or cash - for ACA
  96. Primary Home Sale Cap Gains
  97. should I stay or should I go?
  98. HSA Funds out then in
  99. Looking for a well-diversified portfolio of 100% stocks
  100. Is it time to increase my Homeowner's Insurance Coverage ?
  101. Social Security Signup
  102. Umbrella Insurance:How much & when to increase?
  103. Do I have to worry about my regular IRA balance?
  104. My net worth has increased 74% since I retired 4 years ago
  105. Corporate Bonds vs Municipal Bonds
  106. Buyers for part of a tenancy-in-common?
  107. Confused by interplay of capital gains and taxable income
  108. Contacting the IRS to dispute a 1099R
  109. Checklist for FIRE
  110. Gift Tax
  111. IRS way behind on mailed in amended forms
  112. 3 year term Fixed Guaranteed Growth Annuity
  113. Law Firm as Executor?
  114. Rule of 55: what qualifies for service?
  115. CARES Act Favorable Tax Treatment for Retirement Plan Distributions
  116. Time to rebalance?
  117. Automatic RMD
  118. Free Turbo Tax for Active Traders
  119. Vanguard ETF vs MF and Vangaurd Patent
  120. Late federal refund?
  121. How to calculate 2021 RMD (Slott)
  122. Wills and Inheritance
  123. PSA: My Social Security Site updated
  124. First Time investor, finding it difficult to not obsess
  125. Transfer latest EIP Funds to Fidelity
  126. If You Believe PRC will Seize Taiwan, how do you position your portfolio
  127. 403b early withdraw option? Anyone with experience?
  128. Help....renting a parent's house
  129. Looking for a parking place
  130. looking for advice on software for analysis
  131. Moving 401k to IRAs. What actually happens?
  132. Time to move 401k to IRAs. Fidelity questions.
  133. Regulation D, six transaction rule still around?
  134. Just got a corrected 1099 for 2019--should I file an amended return?
  135. How much help for young adult children?
  136. 70's coming back ?.....
  137. Eastern Pennsylvania area and general moving questions
  138. Do we need to make quarterly tax payments?
  139. A few thoughts on paying for the $3T Infrastructure Proposal
  140. Possible Repeal of Step Up Basis at Death
  141. What to do with my 401K?
  142. multiple backdoor roth conversions in one year...
  143. Umbrella premium tripled!
  144. Buy a home with cash?
  145. Roth Conversion Withdrawal Sequence
  146. Electronic Filing Taxes Question
  147. TurboTax and Recovery Rebate Credit
  148. Do I need to switch banks?
  149. delayed retirement credits
  150. What is "Stable Value" fund in 401k ?
  151. Poll: How Big Are Your Annual Roth Conversions?
  152. Annuitize or Not? I say not necessarily
  153. Annuity Dilemma
  154. First Tax Return Since Retiring--OUCH!
  155. Roth 401k to Roth IRA question
  156. Inherited IRA
  157. Traditional IRA withdrawal
  158. Anyone's tax software correctly dealing with ACA tax credits yet?
  159. Tilting VTSAX or KISS and what about Bonds now?
  160. Renting in retirement
  161. Vanguard quarterly dividends
  162. "Rule of 55" with a caveat
  163. Stock market fears over the past 10 years
  164. PSA: Deferred comp payout election
  165. How to use Tax-Loss Harvesting?
  166. How much do kids make coming out of college?
  167. Virginia Income Tax Problem
  168. Pay down Mortgage or Increase Taxable Account?
  169. How is your rental business? and for the coming future?
  170. Poll: When Did You/Are You Planning to Start Soc Sec?
  171. Preferred Securities
  172. Question About Yield
  173. EIP (Economic Impact Payment) IRS Return question
  174. Help Me Understand
  175. IRS plans to delay tax filing deadline
  176. If your tax refund is late, here is why
  177. Why in the World Would You Own Dollar Debt? - Ray Dalio
  178. Can I afford landscaping?
  179. Taxable account investing
  180. dealing with taxes on nestegg withdrawals?
  181. Trying to get aggressive asset allocations "right", need help
  182. 53 yrs old with $948,000
  183. Where to put more money to save on taxes now or in the future
  184. First World Problems - Giving it Away
  185. CNN "Fear & Greed Index"
  186. Stimulus 3 deposit already!
  187. Hacked twice in the last month
  188. Hiring a Financial Advisor
  189. Improvement in CD rates?
  190. American Rescue Plan how long before it is in the income tax software?
  191. Average Retirement Balance for 60s
  192. Selling a car - how to take payment?
  193. Buying my first Index Fund
  194. Income Tax and California Withholding on Real Estate Transactions
  195. Value Lean Needed?
  196. Increased investment income limit for earned income tax credit in stimulus bill
  197. What changes/sacrifices have you made so that you can have ER/FIRE?
  198. 401k Bond Fund Drag
  199. What is going on with Charles Schwab????
  200. Budgeting software vs my Excel spreadsheets?
  201. Pension v. lump sum: non-financial reasons?
  202. Would you file for unemployment?
  203. Please help me figure out how to buy a house
  204. Help a cross country traveler
  205. Timing the market in real estate
  206. should I buy a new car now
  207. 403B/401K plus a TSP at the same time?
  208. Possible legislation re: ACA cliff
  209. Should i convert to roth?
  210. FAFSA simplification technical question
  211. " SOC SEC FOR INS" US Treasury Check
  212. A little explanation, please!
  213. CitiGold Account Package Cash Bonus Offer
  214. SS question
  215. When does SS update your earnings record?
  216. SS benefit amount question...
  217. Rule of 55 Question
  218. Extra buffer for travel/fun advice?
  219. Withdrawal rate: Age /20
  220. cancelled SS and 2020 taxes
  221. Are You Worried About Your Bond Index Fund?
  222. House sold…now what?!
  223. Changes in Uhaul Experience
  224. Bonds won't fit in Tax Deferred Accounts
  225. Cap Gains Rate vs Effective Rate
  226. What to do if 1099 reports too much taxable earnings distributions?
  227. Alternatives to bonds
  228. Investing After FIRE
  229. Another TurboTax E-file Question
  230. How aggressive should one's Asset allocation be?
  231. Approaching FIRE date - How do I look?
  232. Basic Question Re: Spike In Rates on 10-Yr Treasuries
  233. Am I the sucker?
  234. What does this mean?
  235. Portion of your NW in real estate
  236. Seeking Advice - Leaving Wealth Manager/High Cost Funds/Capital Gains
  237. Recurring charge fraud on CapitalOne MasterCard
  238. Who's your broker?
  239. Fat Fire Question
  240. Roth 403b "rule of 55" question.
  241. Tax Refund vs Apply to this Year?
  242. Own or Rent When Approaching FIRE?
  243. Doing a bit of "legwork".
  244. ACA and capital gains?
  245. Cash out home mortgage to possibly invest?
  246. VDIGX or VQNPX? Looking for a Dividend Fund
  247. How has your retirement spending differed from your projections?
  248. Schwab as trustee, actual experience?
  249. 2020 Fed Tax Refund Received!
  250. How Much House Can You Afford?