- 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
- ACA puzzler
- No more mortgage!
- Excise Taxable Distributions at Year End
- Retired this year and should we start Roth Conversion this year?
- Watch out for those warnings
- How many ER readers are taking more than the RMD?
- Looking for advice on Roth conversion
- Interesting article on 4% rule
- RMD Life Expectancy Update
- NAV vs. Market Price Total Returns
- Fidelity® Equity Separately Managed Accounts
- Offered lump sum payout of pension
- Going back To Work: How should I Invest Salary and Cash??
- House sale to a relative
- How to enter market with 300K- with TODAY's (markets all time high)
- How is ACA Subsidy Calculated for Couple with One on Medicare?
- Grandiose Spending
- ssa.gov add extra security
- Which investments should be sold first?
- LL Bean Veteran's Day discount (25%)
- I'm assuming this is a scam....
- Roth Conversion Newbie with a question on taxes
- Anybody Familiar with this Method?
- Investing 101: Cash Flow Vs. Capital Gains
- Firing the service workers
- Careful with the Citibank offer to convert to Thank You points on Amazon
- Would you change this portfolio ??
- IRA: Liquidate or In-Kind Transfer - Merrill Lynch to Vanguard
- Young Adult Children & Money
- Who knows your $hit?
- Measuring Net Worth
- AA Thoughts
- 401k Inherited money...
- Advice: Review of my Financial Plan
- Looking to reduce income tax
- Amazon Prime Membership Discount For Vets
- Credit Karma Savings
- Minimum Mutual Fund Investments
- Question on Charity Tax Laws
- social security question
- Take even more off the table???
- Higher Portfolio Balance - Should you be doing anything differently?
- FIDO Separately Managed Accounts
- Vanguard
- Finally found a meaningful way to track progress to FIRE
- Calculating/tracking portfolio Growth
- Dirty Market Timer...
- Vanguard Transition is too much trouble
- Retirement Expenses - Steady or Declining?
- 401k 100% paycheck deduction
- POLL: ACA subsidy as a % of investable assets
- 401k Investment Transfer Question - Simple I Think!
- Irscalculators.com
- 22% tax bracket
- DQOTD: Withholding on Vanguard IRA Distributions?
- Cash "Discounts" on purchases
- Tax cliff warning/reminder
- Federal Tax Withholding on Savings Account?
- I Bond Rate Nov 2019
- 2019 Year-End Distributions
- ACA for an out of state college kid?
- Poll: How do you budget?
- 2 Year Retired Anniversary
- How do I Cash US Savings Bonds I Found (Inherited)
- Online savings account log in
- Asset Allocation Across Accounts Question
- Appreciate Ideas - What to Do
- For those who have open communication with your family about money, how much will you
- Can I Go????
- "Mr. Free at 33" - Anyone familiar?
- How On Earth Do I Go About Finding a Fiduciary?
- Generating Passive Income Thru Dividends
- Target date bond ETFs?
- Vanguard's New Account type
- How are tax-deferred account withdrawals taxed?
- ira transfer
- How do you plan to protect your child’s inheritance from a bad marriage?
- Difficult Delicate Situation
- Roth Conversions State Taxes Partial Year Resident - I Outdumbed Myself
- Letter from IRS!
- New Fido Investor Center: Columbia, MD
- Mechanics of qualified charitable distributions
- Frontload IRA, then pay off loan or tackle both in parallel?
- Check The Amazon Sales Tax You Pay
- Auto Finance Contract
- Questrade in canada
- Bank Bonus Offers
- Spoiled by 2017
- Blog about high-income households barely making by gets noticed
- Tax questions regarding nonqualified distributions from 529
- College Math is Fuzzy Math
- Online banking from the road
- Distribution Planning
- Social security grandfathering question
- 3 Million - Cash and Stock!
- Another update post
- What happens when bond matures?
- Anyone else try TRIM to renegotiate bills?
- Cash Flow - setting up
- Vive la "Shift"!!! Growth to Value
- Duration
- Fidelity CC compromised AGAIN!
- What percentage of your portfolio is tax deferred
- Advance on Inheritance?
- Appropriate Asset Allocation for new Retiree?
- Rule of 55 and Rollovers
- Actuarial Observations on Retiree Income Approaches
- Believe we are on the way, but....
- Capital Gains rate for Trusts
- All-in Balance Sheet Allocation
- Not so smooth with SSA
- Landlords - WSJ article on new guidelines for QBI deduction
- MuniBond Funds now?
- Planning for low returns
- Is Roth-IRA available in this case...
- Barclays Trailblazer Index
- First year retired-Tax Planning
- Rent vs Own...the big difference
- 401k in-service rollover to Fidelity IRA
- How to pay LTC?
- Revisit tIRA to Roth conversions
- Losing my suspenders !
- Bank of America declares ‘the end of the 60-40’ standard portfolio
- Maximum Annual Roth conversion amount ?
- Should I refinance my mortgage?
- HSA contributions just before Medicare enrollment
- Chicago Public Pension Loads
- Considering part time option -OMY
- Millennials will prioritize "necessity spending"
- Probably a stupid question
- Social Security Tax Reporting Question
- FIDO credit card - recent experience?
- SS strategy ... another thread?
- Updated longevity estimator
- Another Asset Allocation question
- Breaking down Avg American Spend
- Roth Withdrawal for New Car
- Social Security Cost-of-Living Adjustment for 2020 Is 1.6%
- Max HSA contributions
- Federal Tax Withholding methods for 2020
- Ultra High Net Worth (UHNW) Article
- Mutual funds and dividend distribution question
- Minor question about IRMAA rates
- European in the US wants to FIRE in 5 years. Questions.
- Cash out for paid off rentals for tax purposes?
- my rent vs buy decision
- Do dropping rates make you think of buying a SPIA earlier?
- landlord seeking help
- No Principal Loss Scenario:
- Credit score and using CC for reward points
- Coupon discount after leaving purchase in checkout
- Escrow.com
- Expense ratio 0.16% vs 0.07% worthwhile?
- WTH? My 401K fixed fund just dropped from 3.75 to 3.15
- IRS Releases Draft Versions of 2019 Tax Forms
- Recognizing the red flags
- DW leaving job 3 years early....what to do?
- Advice on Roth Conversions
- stated income for credit card / travel hacking
- Pension Options thoughts / suggestions
- ATM and Bank Fees On The Rise
- One or more Investment Firms?
- hiring a personal assistant
- GTE Financial Add on CD - changing the rules
- Didn’t go cash stayed with AA any other Brave the market ER cohorts
- SS Disability to "Regular" SS Question
- No tax shelter at all
- Seven year auto loans
- Lump sum or annuity ?
- Applying for SS Benefits
- Unexpected Lump Sum (Pension) Offer
- Have you taken advantage of brokerage bonuses?
- Pros/Cons on keeping 401k with Employer or move to an IRA
- Pension Decision Pending
- Balancing W/Ds and ACA subsidy
- How do you use a Fidelity Investment Center?
- Opinions on pension amt vs lump sum
- 2 bad cars...repair or sell?
- RMDs and subtracting one - an old wives' tale?
- Private partnership liquidation
- Health Insurance Rebate: taxable?
- About 50% of your retirement is your contributions.
- Roth change for heirs
- What to do with $75k from sell of rental home
- State Income tax question
- Another...when to retire article
- Probate on Real Estate in Florida
- effects of different filing categories on taxes
- MegaCorp Pension Buyout - A Scenario for Advice
- Return on a 40/60 portfolio
- Opinions on my IRA Roll over Fidelity fund choices
- Backdoor Roth Question(s)
- Avoiding a Tax Spiral?
- Max-funded Life Insurance ?
- Bank botches CD call - rate goes to 4.125% for 5 years!
- Great quote from Ken Fisher
- Friction in using CC points
- Do you prepare your own tax return?
- Turbo Tax Says They Made an Error
- When can I or When should I spend my Roth
- FAFSA questions - how does one define "half"?
- Add individual IRA after 401k max?
- How to pay for Roth conversions
- StarKist Class Action Payment
- Passive Income for the Well Heeled
- Article On OMY (One More Year) Syndrome
- Thoughts on keeping and leasing my house (that still has a mortgage)
- Questions: Moving from bricks & mortar bank to Fidelity Cash Management