PDA

View Full Version : FIRE and Money


Pages : 1 2 3 4 5 6 7 [8] 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123

  1. Older retired relative wants to just put her money in a 10 Year CD-- Good idea?
  2. Over withholding taxes on Roth conversion
  3. Cashing a bond
  4. IRS announces 2023 Estate tax changes.
  5. Should I buy a callable brokered CD for the higher interest rate?
  6. Applied for my SS online, have a phone interview next month.
  7. High 401k contribution
  8. I am 61 years old: Will my Social Security benefits reflect the 8.7% increase?
  9. Rule of 55 exact date?
  10. Pension at these interest rates?
  11. Straight line annuity option
  12. John Clements on stocks 2022
  13. Lump Sum Pension calculator
  14. Treasury vs Funds or Online Bank
  15. Barrons: Social Security’s COLA Is No Bonus
  16. '60/40' portfolios are facing worst returns in 100 years: Bank of America
  17. Auto Insurance Jump (FL)
  18. Muni bonds when moving residence
  19. 0% cap gains tax on rental property sales
  20. Sanity Check on AA
  21. Tell Me About Fidelity's BrokerageLink Account
  22. More Questions about Buying Bonds
  23. Need practical steps to build a bond ladder
  24. Tiny non-deductible IRA contribution - can we ignore it?
  25. Short-term Treasuries for some (or all) of one's fixed income position
  26. Ally $500 Bonus Offer
  27. Single Fund To Replace VG Balanced (VBIAX)?
  28. Trust and IRA Beneficiary?
  29. Jonathan Clements and John Lim on bonds
  30. A Callable Bond Conundrum
  31. Rent payment drama: Please help / advice
  32. Direct Connect (OFX) Downloads Discontinued
  33. Debit card usage "OVERDRAFT PROTECTION" questions
  34. Time to consider I.R.A. to Roth rollovers.
  35. Inherited IRA and divorce questions
  36. Younger people shouldn’t save for retirement
  37. DQOTD: What Are T-Bill Balances on Monthly Statement?
  38. Is "avoiding probate" a scam?
  39. Schwab users - Buying Treasuries, CDs & Annuities
  40. Someone Calm me Down , Fidelity
  41. CDs: sinking fund protection and call protection
  42. Selling rental units
  43. 401K - timing move from stable fund back to bond fund
  44. Confused about SEC Yield on VFSUX
  45. Are you buying corporate bonds?
  46. Question on sharing debit card & bank account info with (corporate) landlord.
  47. Roth convert or inherited IRA drawdown?
  48. Building a ladder.
  49. Will high interest cause you to revisit your AA?
  50. Recommendations for Banks with Excellent Cyber Security?
  51. Boomer Wealth
  52. First Social Security payment
  53. 1.9% instead of 4% the new safe withdrawal rate?
  54. Anyone rethinking Annuities now with increase in interest rates?
  55. Poll: Where do folks keep their retirement Nest Egg's Investable cash assets?
  56. Private Banking useful if financially-naive spouse has to handle finances?
  57. What should we do?
  58. Calculating Social Security Retirement Benefits
  59. Any reason to segregate lump sum pension?
  60. Investment Account Credit Card or Debit Card?
  61. Kitces on retiree state taxes
  62. When and how to set exit plan?
  63. New USAA app is a POS!!
  64. Fidelity Retirement Planner Reduces Health Care Inflation?
  65. Need to sell impossible to sell shares
  66. Vanguard and deceased beneficiaries for IRA
  67. Long term Capital Gain and Loss - tax question
  68. VG Bond funds
  69. FOMC rate question
  70. Random thoughts on net worth.
  71. CD Purchase from Tax Deferred IRA?
  72. Genworth Colony Term life insurance policy questions
  73. Finra
  74. Timing reentry
  75. Sell/Transfer all to T Notes - Right Now
  76. Vanguard Tax Loss Harvesting Program and Service
  77. How Much Does A Credit Card Company Know About Your Other Accounts?
  78. When to not tax loss harvest?
  79. A Trustee Tax responsibilities
  80. Tax loss harvesting
  81. tax efficiency confusion
  82. Why are mega Banks not offering higher CD rates?
  83. 401K Withdrawal and Healthcare Insurance
  84. FDIC Insurance
  85. Unfreezing Equifax Credit
  86. Another SSA Oddity
  87. Your Process of Paying RMD Tax?
  88. Factoring Social Security into a SWR...
  89. Determining IRMAA for 2024 based on 2022 MAGI.
  90. Withdrawal from stocks, bonds or cash
  91. Is the Automobile Bubble Bursting?
  92. Retroactive Spousal Benefit back to FRA
  93. Wills, Trusts, & Estate Planning
  94. How Long to Keep Medical Insurance Records?
  95. Taxes and Roth conversion
  96. Looking to Retire in a year-Looking for Help
  97. Good Time To Move?
  98. Strategy to sell index funds
  99. TLH with dividends reinvested on, wash sales
  100. post tax 401K contributions and ROTHs
  101. Part time income, can I contribute to my Roth IRA and HSA with post tax income?
  102. Poll - Retired, Should I rebalance with this market?
  103. Crazy Not to Own Stocks?
  104. Inflation Reduction Act and Home Energy Tax Credits
  105. Budget for Travel
  106. Trusts to avoid estate tax
  107. Trusts, wills, and inheritance
  108. C. D.'s and Treasuries
  109. Keeping Records
  110. Would you buy flood insurance for a home in a low risk area?
  111. How are dividends for retirement
  112. Creating a personal foundation
  113. Any Problems Having a Chase Checking Account?
  114. When is a good time to tell your child about their UTMA/UGMA?
  115. Social Security questions
  116. Another Vanguard unhappy story
  117. Tax loss harvesting
  118. DQOTD: How to Predict T-Bill Yields at Auction?
  119. Another SS Question: Will Wife still get full Survivor benefits, after she claims SS
  120. Closing Bank Accounts. Gotchas?
  121. Netflix Documentary: Get Smart w/ Money
  122. First Roth Conversion, Understanding of Brackets?
  123. Home sale capital gains question
  124. An Economist Looks at Inflation
  125. Moving on from Vanguard Personal Advisor Services
  126. life tenancy
  127. Old father pensioner, young disabled son as beneficiary
  128. Forgotten Pension??
  129. Article: biggest decline in retirement is in the 55-59 age bracket
  130. Taking SS at 69 instead of 70 - Yes, yet another SS question.
  131. Tough Company for ER
  132. Vanguard Forecasts The Next 10 Years
  133. Break Even, for what you actually get
  134. Which fund to take RMD from?
  135. Choosing a Successor Trustee?
  136. New Home - finance logistics when retired
  137. Rule of 55 and Part-Time Work
  138. Where did the money go?
  139. YMO, the opposite of one more year
  140. Camp LeJeune style lawsuits
  141. Social Security and Medicare Timing
  142. Effective duration/maturity
  143. Treasury Bills, Notes, and Bonds Discussion
  144. house purchase closing costs!
  145. I'm starting SS in January
  146. Social Security - COLA - FRA Two Questions
  147. Corporate Bond Prospects
  148. Firing FA
  149. TIRA to HSA income neutral?
  150. FedNow - Federal Instant Payment System coming next year
  151. Rule of 72?
  152. Moving Vanguard funds to new Fidelity DAF
  153. Turbo Tax Question
  154. Getting a HELOC before Retiring
  155. Repay 403B transferred to an IRA
  156. T-Bill Purchase Question
  157. Top 35 SS Question
  158. How Accurate is the SS Calculator (in terms of Future Dollars)
  159. Auto insurance discount
  160. I-Bond Question
  161. Offsetting capital gains
  162. Powell: Rates Will Rise Until Job Is Done
  163. Roth Conversion or not (on ACA)
  164. TIPS in an IRA
  165. RMD options?
  166. Vanguard->Brokerage->Quicken
  167. What percent of your spending is recreation?
  168. RightCapital - Retirement Analysis Tool - Anyone has access?
  169. gain/loss question
  170. the-crushing-financial-penalties-for-marriage-courtesy-of-uncle-s
  171. Cash to invest ?
  172. Buying Corp Bonds
  173. Consolidating Cash Assets to a Single Brokerage - Fidelity or Schwab?
  174. Poll: Fuel cost for ground transportation as % of annual spend
  175. bug in opensocialsecurity tool?
  176. Amended Tax Return - 6 months!
  177. Different Take on When to Take Social Security ...
  178. Avoiding 10% early withdrawal penalty on non-qualified investments
  179. IRA incentive award tax treatment
  180. rethinking our 401K
  181. Another Annuity ?
  182. At what rate would you annuitize (SPIA)
  183. Corp. note consideration
  184. Dividend Yield vs Total Return Income in Retirement
  185. Need help with IRS Direct Pay for estimated taxes
  186. Interesting videos of 2 couples who left the US to FIRE in Portugal
  187. Cap gains vs Roth conversion
  188. Government Agencies (Bonds)
  189. What effect will the QT increase on 9/1 have on T bills?
  190. Replicate VTSAX in my 401K
  191. Straightforward tax-related math problem I can't figure out
  192. North American Company - MYGA
  193. Newly Retired & Survived First Bear Market
  194. COBRA or Marketplace
  195. 50 Years old - Plan to retire in 5 years - Need help in AA
  196. Cash & short term investments?
  197. Disability workers comp and possible roth conversions
  198. Buying Corp Bonds
  199. SIPC Limits
  200. Millions are "Unretiring"
  201. A little help on which funds to sell...
  202. MYGA Ladder
  203. Confused about estimating tax payments
  204. Outlook for 2nd half 2022
  205. Poll:Did you receive a "package" from your employer when you retired?
  206. Trying to Figure out the best way to guarantee income for the rest of our lives.
  207. HIFO?
  208. Anyone buy an annuity simply to avoid market downturns?
  209. Rollover or iBonds?
  210. Inherited Mortgage
  211. What is the real return? - Sources Differ
  212. Please,please help with transition to Vanguard brokerage questions
  213. Fidelity Accidentally Liquidated my 401K
  214. off shore IRA? Moving money out of US?
  215. IRA money or student loans?
  216. Interpreting TIPS Market Data
  217. is now the time for 5 year cd?
  218. Selling a Rental Property
  219. A Golden Age for Fixed Income Investing - Provided you use TIPS
  220. What is this withdrawal strategy called, and what are the downsides?
  221. Trust and children
  222. Roth rollover question
  223. Software to track stock sales and taxes
  224. Do you send money with sympathy cards?
  225. eMoney "tracker"
  226. Primary home capital gains
  227. Pandemic era recovery milestone for US economy
  228. Traditional 401K Roth Conversions - How to determine the Benefits?
  229. DQOTD: What's Baked Into Bond Fund NAVs Already?
  230. Think we have inflation? Turkey’s new print is 79.6%
  231. How to estimate SS benefit if you retire early and wait to collect
  232. Car Insurance Increasing, more than expected
  233. SS Start and COL increase question
  234. Is Your Mutual Fund/ETF Manager Shortchanging You ?
  235. Pay college fees out of the 529 plan or use cash in today's env?
  236. Most you've ever spent on airline tickets
  237. Should I give myself a raise?
  238. ACA vs Medicare, Different Ages
  239. Financial "Success/Secrets" you only share with strangers but not families/friends
  240. form 8606
  241. age 49, status check
  242. Experian misunderstanding Fire
  243. New Retirement Pessimistic scenario?
  244. GSEs vs. CDs and Treasuries?
  245. An I-Bond Gifting Question
  246. Inherited IRAs and QCDs
  247. moving vanguard brokered CD Traditional to Roth?
  248. Backdoor Roth and Roth conversions - no current Roth or IRA
  249. Tax strategy for Clergy
  250. Retirement Study