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  1. Home Insurance Deductible?
  2. What to pair with Wellesley for 10 year Horizon?
  3. cash-out refinance; proceeds pay off debt on investment property
  4. FOMO is hitting the streets...
  5. What an investment in Tesla can do...
  6. Non tax Rich, Taxable Poor
  7. So much bullish sentiment
  8. QA my retirement expense plan
  9. Scary SORR Numbers
  10. EOY HSA contribution question
  11. Quick Asset Allocation Question
  12. dividend difference between 3 fund and my fidelity funds
  13. simplifying credit cards?
  14. Reblancing vs. Capital Gains Tax
  15. Yet another thread looking for advice :)
  16. Stock basis
  17. Credit Card Rewards for CY20
  18. Fun financial calculators for math junkies
  19. Question about Wells Fargo
  20. Traditional to Roth Conversions this week?
  21. Poll:For those who take their annual withdrawals at the beginning of each year...
  22. Moving from Stable Value/cash Back into Stocks
  23. Taxes after last working year....
  24. Multiple expansion and debt financed asset inflation
  25. AA Question - Taxable and Tax Advantaged
  26. Question re: Toyota IncomeDriver Notes
  27. Would like help allocating into a 403bRoth and tIRA please
  28. PSA: Gmail & the latest iPhone update
  29. Calculating rate of return
  30. Inheritance and Illinois taxes
  31. A delusional couple wants to retire
  32. Canvas annunities online
  33. RMD Withdrawal Tax Question
  34. What to do with 18 Mo/2 Year Money?
  35. What to Do if You’re Already Wealthy?
  36. 3 months left to work, how to minimize taxes with severance pay upcoming
  37. Is this Normal?
  38. In Kind 401k rollover to IRA
  39. Advice & question on retiring at 52 in 2022
  40. Roth 401K withdrawals with coronavirus bill
  41. Invest proceeds from home sale
  42. Best CD, MM Rates & Bank Special Deals Thread 2021 - Please post updates here
  43. Share Your FIRE Milestones - 2021
  44. 2021 Investment Performance Thread
  45. 75% salary to Roth 401k - is this a good idea?
  46. Asset allocation within Roth
  47. Question on Roth Conversion
  48. Seeking advice from Early-retire Educators and Others
  49. Is it too late for a Vanguard Roth conversion?
  50. More on Roths and Taxes
  51. How are you going to spend (or not) your stimulus check?
  52. Investing in the later stages of retirement
  53. Stimulus $600
  54. How to split money to stay FDIC insured
  55. How to buy a new vehicle on the internet?
  56. Pricing adjustments on Ex Dividend Day
  57. 457b and 401a Rollover
  58. Early retirement account withdrawal recommendations
  59. 1st World: No Tax Loss Harvesting This Year
  60. Roth conversion tax withholding "true up" question
  61. 2020 Spending Summary and Analysis
  62. Roth conversion counts as part of 72t distribution???
  63. Has VTSAX paid all it's dividends for the year?
  64. Fidelity Solo 401K
  65. COVID-19 Relief Act and Spending Bill is signed.
  66. CARES Act Charitable Contribution
  67. Withdrawal Strategies-Bucket study
  68. turbo tax still not complete
  69. Putting Vanguard funds into Money Market (VMRXX)
  70. SS question - impact of ER on payment
  71. Bonds in AA - what type of bonds?
  72. The Healthcare Subsidy Income Cliff & Corona
  73. Head's Up - Quicken Premier 1 Year Subscription - $47 (Amazon)
  74. Change residency to second home
  75. The flip side of "Is 'early retirement' insensitive ..."
  76. Funds at Vanguard for rollover IRA
  77. Made the money... now what?
  78. Retirement Planning During Covid from Kiplinger
  79. Poll:Are You "Probabilistic" School or "Safety First" School?
  80. Turbo Tax -disc or download
  81. Merry Xmas and Happy New Year
  82. Merry Christmas from the IRS anyone else get the joy?
  83. Turbotax vs Turbotax
  84. Sibling "Buy-out" in Probate
  85. Calculating Social Security benefit
  86. Where to enter IRA recharacterizations in TurboTax Premier
  87. How do you know you haven't made a math error?
  88. Paying children for work in business and Roth contributions
  89. Fed Up of Quicken, Moving to Moneydance 2021 in the New Year.
  90. Free electricity to cook the turkey
  91. VMMXX vs BND: do I understand correctly?
  92. Do the "youngs" use Quicken?
  93. Hard Reminder: Health is not Certain
  94. Planning for this year's Roth conversion, hit a wall, stumped!
  95. Is "early retirement" insensitive right now?
  96. Charities
  97. 2020 Update Post (and prior updates for reference)
  98. New type internet phishing scam?
  99. Retirement planning
  100. Vanguard lowers Treasury MM fund minimum fro 50K to 3K
  101. Roth conversions and multiple TIRA accounts
  102. Congress set to ban surprise medical billing
  103. Saving for new car
  104. Minor note on ACA subsidies and marginal rates
  105. FIREcalc vs. Personal Capital
  106. Ex-dividend, record and payable dates for ETF: confused ...
  107. Is it time to stop contributing to a TSP?
  108. Bridging the gap between 65 and 70
  109. Downsizing and Selling Stuff. Is the Money one gets Taxable.
  110. My first homeowner’s insurance claim
  111. Roth IRA from Traditional IRA Transfer
  112. When to take 2021's RMD?
  113. year end tax advice for newly retired
  114. advice re: mortgage, allocations, and taxes
  115. Anybody doing five years of cash the rest in stocks or anything like that?
  116. Covid and Annuities
  117. cash from capital loss transaction still income?
  118. putting numbers in Turbo Tax early
  119. Has anyone here participated the IRS "FreeFile" Program?
  120. Hard lessons of FIRE: loss of identity....unbearable amount of free time.
  121. Not Sure What To Do - 401k Rollover
  122. My Plan - Too Conservative, Sounds Right or Aggressive?
  123. Strategic Capital Gains vs. Roth Conversions
  124. What’s the frequency and strategy for withdrawal your investments?
  125. What probability of success did you retire at (or plan to retire at)?
  126. Obamacare Tax Credit Question
  127. Boston College says TIRA over Roth ???
  128. 2020 HSA Contribution Limits
  129. What Counts as Income for ACA (Obamacare)?
  130. Net Worth Calculation - Severance
  131. Low Income Roth or Not ?
  132. First time doing our taxes - How enter Mutual Fund Distros?
  133. RMD for the year 2020 and Roth Conversion question
  134. Merging IRAs
  135. My ROTH conversion this year
  136. Annual vs monthly IRA withdrawals
  137. Correct execution of a 72t plan?
  138. 2020 RMDs from inherited IRAs?
  139. any Synchrony folks here?
  140. Signing up for Social Security online...
  141. Calculator for IRS Publication 915 Worksheet 1. Are Social Security Benefits Taxable
  142. Refi Options?
  143. UGMA account
  144. Help make my investments more tax efficient
  145. 2020 form 709
  146. Poll: Do you have a Bank Safety Deposit Box?
  147. Asking for Mutual Fund Advice for IRAs
  148. How much before it matters?
  149. Pulling plug ACA taxable/IRA withdrawal ?'s
  150. I'm through with Quicken 2016
  151. ROTH Conversion Advice re RMD and Tax Rates Please
  152. Quick Roth Conversion Tax ?
  153. A $300 Tax Deduction to Charity
  154. Who has gotten rid of debit cards?
  155. Number of brokerage accounts
  156. Schwab vs. Fidelity??
  157. Betterment CEO hangs it up
  158. Umbrella policies
  159. 'Nother Retirement Calc
  160. Change the Plan or Hold Steady?
  161. We made the big decision today!
  162. Where in i-orp report can you see the suggested Roth Conversion Amount?
  163. when to stop 529 contributions?
  164. Should RMDs really scare you?
  165. Weird unknown deposit into a Roth account
  166. It's been 13 years but I'm back! Now how to protect our IRAs?
  167. IRA for the retired
  168. Vanguard Trust Tickers ?
  169. Spousal Social Security Eligibility Question
  170. Asset Finders
  171. Vanguard VTSAX Ordinary Div vs Qualified Div.
  172. solo401 Question (5500-EZ form)
  173. Missing any tax consequences (+/-) with tIRA to Roth
  174. Will you consider getting married with a prenup?
  175. VG Bond funds for taxable accounts?
  176. SS Online Application, proof of identity in these times.
  177. Investing advice for 13 year old?
  178. Financial Software for Mac - Options
  179. IRA withdrawals?
  180. House for college kid?
  181. Pensions & Death
  182. Choosing a mortgage rate?
  183. PenFed Sucks
  184. Question about bond fund return based on "30-day SEC yield"
  185. 72T vs Rule of 55
  186. How America Invests 2020 [Vanguard]
  187. FA for wife after my death?
  188. 72T experience
  189. Mutual Funds vs. ETFs / hard sell from investment firm
  190. How much in Bonds ??
  191. Couple of ACA newbie questions
  192. I'm so over Quicken subscription!!##??/..
  193. OMY (sort of)... Asking advice
  194. Selling out, need advice
  195. Playing Fido
  196. Any reason to maintain a local (brick & mortar) checking account?
  197. Cash out refi while I can?
  198. Unintended Consequences - IRMAA
  199. CFP for $100 / year - good idea?
  200. reset my % of SWR?
  201. Good Site to Track a "Theoretical" Portfolio
  202. Won the game - when?
  203. Taxable or Roth?
  204. how can a windows 7 only person do taxes
  205. Fraudulent ACH transaction
  206. How much post tax cash do you keep around?
  207. How would you play this hand?
  208. You can bring a horse to water, but you cannot make him drink
  209. Clark Howard Retiring
  210. May be time to go
  211. Mortgage or pay cash?
  212. ROTH IRA Conversion Advice
  213. Social Security Trust Funds, Explained
  214. VUL chump
  215. When to phase out term life insurance?
  216. Annuities Guide
  217. Am I overlooking a better option?
  218. What to do with extra cash?
  219. Pension Option Help
  220. Roth 401k and non-Roth 401k
  221. 2021 contribution plans
  222. Vanguard insisting on RMD’s
  223. 5 Year Review - How to Lose a Million Bucks
  224. Accounts for Young Grandchildren: 529 or UTMA?
  225. Small-town Bernie Madoff
  226. Good Investment Company
  227. Won the game, considering an annuity
  228. Stuff 401k after tax for mega back door Roth next year?
  229. Anyone purchase houses with cash?
  230. Using Personal Capital as an Expense Tracker?
  231. Should I take RMD before or after capital gains distribution?
  232. Redeeming funds before December distributions
  233. FERS Deferred Retirement?
  234. Fidelity upgrades to their website
  235. Paying off Mortgage
  236. How to pay medicare premium with HSA money?
  237. Considering Social Security Buyback
  238. Tax strategy on 2020 RE Cap gains
  239. Executor/Trustee Document List?
  240. Reducing 2021 IRMAA related Medicare Part B Premiums
  241. Possible future elimination of step up basis
  242. Cell Phone / Internet Input Requested
  243. Only Large Numbers is Hard (Making Decisions)
  244. How are you (yes you) taking advantage of HSA?
  245. One more reason to skip the financial advisor and DIY
  246. New owner's property tax liability much higher than current owners.
  247. Finding a HELOC winner?
  248. Anyone switch to AllState for Home Insurance recently - I got a ridiculous quote
  249. Spouse has hers and I have mine
  250. "Time in the market beats timing the market"