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- Don't use a comma in i-orp (i-orp error message)
- An Issue You Would Not Expect with LTC Premiums
- Budgeting for Big, Non-Annual Expenses
- Fidelity Visa Fraudulent Charge
- Tax extenders
- ACA MAGI: Living off of dividends vs LTCG
- Tax question on depreciation
- What do you think of Schwab Intelligent Income?
- TaxSlayer software
- What would be the examples for once-per-year-rollover-rule?
- What is your Asset Allocation if you have no pension?
- How do you think of yourself as an investor?
- monte carlo
- Fidelity Account Hacked
- IRA and 401K deduction
- Changing investments
- Help with My Tax Rates
- ACA Income Level estimate
- Rolling spouse's 401(k) into Vanguard IRA
- Is my investment strategy a good one?
- Keeping Cards Active and Paying Before the Bill Comes
- RMD question on paying taxes
- Withdrawal Strategy for My Parents - 401k, IRAs
- Selling funds at Vanguard
- Clarification on capital gains tax rates
- Do you withhold taxes on dividends?
- Is compound interest stronger than the Force?
- 2020 Planned Spending (nothing like our first 65 years)
- 2020 Investment Performance Thread
- Pay off rental property for cash flow or invest in the market
- Rebalance Day
- 2019 Spending Summary and Analysis
- Changes to IRS Free File program
- When to reinvest
- IRA pull today 2019 or 2020?
- 2019, the year you couldn't lose money if you tried
- Help pick ETF or Mutual Fund for HSA at FIDO
- basic capital gains tax question
- Online Social Security Application - Time Until First Payment
- Anyone using MoneyDance as a Quicken Substitute
- Question about company going private
- Annual Social Security adjustment
- pay off debt before retirement
- Mortgage lender gave me an Xmas Gift
- Keep TIRA for QCD charitable giving, vs ROTH conversion
- Determining Qualified Dividends
- Roth Beneficiaries
- Self Employment Health Insurance Deduction
- Decision - sell Vanguard IRA, buy Fidelity IRA?
- Just because Christmas and winter and first world problems
- Inequality with my kids--how to handle
- Best CD, MM Rates & Bank Special Deals Thread 2020 - Please post updates here
- No 2020 inflation adjustments for over age 65 extra standard deductions ??
- Need some situation analysis/advice
- TurboTax disc $54.88, download $69.99. What?
- If your household earned less than $66,000 in 2018, you can file taxes for free
- Amex Website changes ....
- Climbing the wealth ladder
- Conversion from Survivor to Personal SSB
- IRA Minimum Distribution for recently Opened Account
- Roth Conversion & Contributions in same account?
- Class of 2013: still kicking!
- Roth conversion and tax bracket
- Bank of America - Are You Nuts?
- How much to plan?
- Mystery scam at Christmas time
- Anyone Reaching FRA in 2020, Decisions on SS.
- Looking back @ 2019 Bear Market
- A bunch of interesting graphs to pass the time
- Does anyone have experience with self-directed IRA?
- Yet Another Roth Conversion Question
- Santa brought me Identity Theft for x-mass this year
- Chevy Impala
- Question re: Roth Conversion and Estimated Taxes
- Roth conversion impact on LTCG tax
- Your 2020 prediction for SP500
- S&P 500 Fund Question
- Non-deductible IRA money for Roth conversion
- First Roth IRA conversion questions ?
- Becoming a believer in my Fixed Income Allocation... maybe
- Can my son contribute 401K in full, and a Roth IRA?
- Poll: Annual Roth Conversion Timing?
- New Inherited IRA and 401(k) rules
- Is an UNFUNDED ROTH real Roth
- Monte Carlo vs Spreadsheet
- Financial Samurai Can't Afford FIRE Anymore
- a savage defintion of Investing vs. Speculation risk
- Long Term Care Insurance
- Anyone with Guaranteed Universal Life Insurance (GUL)?
- Calculating tax on SS benefits
- Shifting from automatic reinvestment in taxable funds to cash distribution
- BIL asking us to send $ to MIL
- Accelerating the Roth Conversion?
- Personal fire plan
- Living Trust and disbursement to kids after death
- Anyone have experience with Crawford Investments?
- ETrade vs Fidelity - and Sign On Bonus
- International Fire - Your Experiences
- Positive Outlook Going in 2020
- yet another 55 rule question
- Sheltering IRA money
- New Self Management Stock Suggestions
- Minimum Dignity Floor
- Realistic Investment returns: 7-10 years
- HSA in Retirement
- Seeking advise on New Annuity investments
- The Rule of 55 and a ROTH 401k
- MAGI, Social Security and ACA Subsidy questions
- My first Roth conversion - advice
- My Social Security problem
- Taxable Account Advise Needed/Where to Go?
- Starting Roth IRA after retirement
- 5 tricky retirement taxes boomers should watch out for
- "Bank Error in Your Favor"
- Capital Gains Distributions not a good income stream?
- Another car puzzle
- Have a fund that Fidelity won't accept. Strategies?
- Taking SS at age 62
- Pension lump sum payout .. taxable event?
- Inherited IRA screw up
- Roth Conversion Methods
- A new way make sure your parents don't outlive their money
- There's a new W4 Form for 2020 (We are STILL SO Stupid)
- Helping spouse understand my brilliance
- surprised today
- I am amazed
- Anyone ask for retention bonus to stay longer?
- Self-sabotaging FIRE - A PostSecret-like confession
- New IRS tax brackets for 2020
- Formula for Tax on Withdrawals
- Mortality Pool in a Mutual Fund
- Inherited IRA RMD Question
- Tax question on sale of rental property
- Roth Conversions well into RMDs, our plan
- Tax question(s) related to complex trust
- Just joined, eager to learn more from FIRE community.
- Looking over the cliff
- Computing SS income
- 457 to IRA rollover - withdrawal restrictions
- Combat Tax Exclusion Zone, IRAs, and Capital Gains Tax
- Donor Advised Fund and trust question
- Splurge Growth
- Roth Conversions
- Don't forget the survivor plan
- Okay, I’ve saved enough to retire, now what?
- Saving up for car vs Investing and take out car loan
- 401k and IRA together?
- Questions about ACA and deductions
- Does Roth 401k Make Sense the last few months of work?
- Your Experiences Please
- The important "trigger" income levels 2020
- Question: How does a SPIA from iIRA affect RMDs?
- Struggling with 72T
- Roth 5 year rule - quick question
- I just got IMRAA'd
- Help creating a poor-man's I-ORP
- Pay taxes now?
- Social Security Benefits Question
- Do You Know Who Your POD Beneficiary Is?
- Let it ride or hold it aside?
- Looking for income
- Woohoo extra money... Oh no what about my Roth
- Bonds portion of AA: how much corporate vs. treasuries?
- Tax Q? about selling stock to spouse
- Roth Conversion
- Pension options and term life ladder
- How to approach taxable savings
- Moving Money Via Schwab
- Switch brokers?
- Warning: Moving PenFed IRAs Can Be Dangerous
- Considering AA change from x-age to x years of cash+bonds
- Vanguard Website
- Mechanics of Filling the B.S. Bucket
- Capital Gain Tax Help
- Why Can’t I Sell ALL!!!
- Effective Tax Rates on Higher Annual Withdrawals
- DAF to the max: Potential Tax Arbitrage Strategy
- Tax Minimization with High Withdrawal Amounts
- Hulu $1.99
- A better way to withdraw from an IRA?
- Schwab Moing to Texas
- Black Friday Deals for Travel
- Insurance for Investment Property
- Walmart sale on H&R Block tax software
- Dividend stocks vs Growth stocks
- Fidelity Zero Expense Ratio vs. VG Admiral funds
- The Art of Persuasion and Social Security
- Retire or look for another job?
- Rebalancing (taxable accounts) - gotta do it!
- Using 457 plan funds to pay Roth conversion taxes
- AA gear shift at retirement?
- Utilizing Home Equity. Reverse Mortgage? HELOC?
- 53, maybe ER at 55... what would you change?
- IRMAA reset timing?
- Is there a pre and post retirement check list?
- Schwab Intelligent Portfolio - Holding My Cash Hostage
- Is "unretirement" the new retirement?
- Help with estimated taxes
- Strange emails - Identity theft attempt?
- Cost of TurboTax State?
- Questions regarding retirement withdrawal / tax management
- Investing A Windfall When You're Already OK for FIRE
- Who wouldn't love another lump sum vs. pension question?
- Would a part time job paying 40K a year make you delay SS to 70?
- article today on Lean vs FatFIRE
- The Silver Tsunami & Real Estate
- ACH.......is money market acct checking or savings?
- 2019 tax software
- Ford Focus and Fiesta
- Roth Conversions Trial Balloon
- Annuity Alliance 8.1%??
- Pension Tax Question
- Sale of rental house and taxes owed question
- Roth IRA conversion timing
- Military retirees?
- Plight of older people
- Financial things for FIRE
- Thinking about a Tesla truck
- Schwab in talks to buy TDAmeritrade
- Retire vs making more money?
- Found Money Links - reminder
- Advantage to use Vanguard for Vanguard index funds?
- Buying new car
- Planning my last months at work
- To HSA or not HSA?
- Cash as part of AA
- Crypto currencies
- self employment taxes
- Charitable Gift Annuities
- Asset Allocation
- trying to preserve lump sum amount from interest rate hikes in future
- Roth IRA early withdrawl
- Roth Conversion Tax Reporting / Payment Question
- New (and free!) ebook by William Sharpe
- Late credit card payment
- Bond fund capital gains question
- 100% Stocks once on Pension/Social Security?
- Rec needed: Investment Book for 20something UK resident
- Save early, Live Below Your Means, You'll be rich
- Lower Risk Alternative to VBIAX (Vanguard Balanced Index Fund)?
- Social Security math wiz?
- Life Insurance - What would you do?
- To be or not to be (early SS or not) ...?
- Selling Term Life Insurance Policies
- Roth conversions, taxes, SORR
- Dow over 28,000!
- How many totally manage their own nest egg?
- DQOTD: Roth Conversions & (Est) Tax Payments?
- How do you track portfolio performance
- Money in both 401k - IRA Roths
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