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. Job without 401K
  2. Five Years Retired: Lessons Learned
  3. Reinvesting Dividends
  4. Moving reg IRA to Taxable portfolio
  5. Longevity Vacations
  6. LLC Consulting Taxes
  7. H&R Block Limit 3 form 8938
  8. After I'm Gone
  9. American Opportunity Tax Credit
  10. Problems with Fidelity Bond depth of book
  11. Net worth calculator
  12. Borrowing Against Investment Portfolio For Home Purchase
  13. Social Security Number on The Dark Web
  14. How to contribute to HSA with ACA in retirement?
  15. FireCalc question
  16. Why TIPS funds drop with equities on high inflation numbers
  17. Curious thing about April's Social Security Direct Deposit
  18. State Income Tax: not always perfect
  19. Software for Net Worth tracking graph
  20. Claiming Sales Tax on your taxes
  21. Rethinking my yearly Roth conversions
  22. 2024 Umbrella Policy costs
  23. Calling all spreadsheet geeks. Spend down plan.
  24. TurboTax on a Mac puts an unknown password on the file
  25. How to pay IRA transfer fee?
  26. The age when you actually retire, vs. the age when you begin taking social security
  27. Qualified Charitable Question
  28. Vanguard now listing callable and non-callable CDs separately
  29. Estate Planning Question
  30. First million is enough
  31. Advice on Inherited Qualified Annuity and Taxes
  32. Question about Income Taxes and 2nd Social Security claim
  33. Sold Position - How to send the IRS a check?
  34. Age 73 Tax Planning (currently 67)
  35. Struggling with asset allocation as young retiree
  36. 1099R form when both Roth Rollover and regular distribution occurred
  37. Interesting study by northwestern mutual
  38. Forgot Roth Conversion in Tax Return
  39. TurboTax and LT Capital Gains
  40. www.FundReports.com?
  41. Quarterly Tax Question
  42. Paying estimated tax using eftps
  43. Accrued Mkt discount taxable when!
  44. Why Fido says Fitch downgraded matured bond?
  45. 2022 Tax Error, and IRS Rant
  46. Slow Fixed Income Payments (Rant?)
  47. Future Opt Out Lump Sum tax checkbox
  48. Question about Adjusting for Inflation with 4% Rule
  49. Unexpected CA tax refund
  50. Best Options for Paying for a Vacation Home
  51. The first million takes the longest to achieve
  52. More than the DoR website said
  53. Tax Filing Sale of House
  54. WF Bonus offer scenario- Opinions needed
  55. 3% bonus on IRA transfer. Worth it?
  56. Just got a new Fidelity Brokerage account. Not able to link it to my credit union at
  57. QCD Reporting Issue On Turbo Tax Question
  58. Using Rule of 55 to withdraw 401k funds while receiving Severance Pay
  59. Risk-based retirement income guardrails
  60. Article: 'I'm too young to retire': What forced these workers to retire
  61. Which one of these Fidelity funds is better in a state with income taxes?
  62. Suspicious Email *Regarding State Return*
  63. Individual Mutual funds to broker account
  64. Condo vs. Co-Op as a Second Home? Pros and Cons
  65. Oh, those Short Term Capital Gains
  66. Need to limit my account viewing.
  67. How to factor future SS into pre-SS spending
  68. Fidelity 401k is sneaky... Work around
  69. Est tax calculator?
  70. Beneficial Ownership Info Reporting FinCEN requirement?
  71. Equities Return are Stellar - should I withdraw some now or wait end of year?
  72. Fidelity Instead...
  73. All Your Worth (Book Review)
  74. Adding to Small cap fund in 2024
  75. Tax Stacking Question
  76. Ladders
  77. BALANCED FUND vs INTEREST INCOME FUND? Where to park $100k for the next 2 years?
  78. Returning to full-time (government) work, mainly to get insurance
  79. Marriage Tax Penalty on Social Security wish I knew earlier
  80. Asset Allocation
  81. FMV of house after a death - tax purposes
  82. Need help finding 2022 and 2021 final expenses.
  83. AI as an Investor Assistant
  84. Prevent Disinheritance of Heirs After Remarriage
  85. About death and money
  86. Reducing stock exposure in Retirement, age 60+
  87. US Savings Bond Accrued Interest Already Reported
  88. All my eggs in one basket (brokerage)?
  89. Calculator for Estimating Roth Conversions?
  90. Inherited vs Assumed IRA for a 92 year old
  91. Reviewing Plan on a Lazy Sunday
  92. Income Tax Payment Timeline
  93. Now what
  94. New Rules for Realtors
  95. taxes, what would you do?
  96. withdrawal rates on portfolio charts
  97. Using Capitol Losses
  98. cost basis of inherited accounts
  99. Higher than expected taxes, what to do
  100. Feedback on Moms Allocation of 200k
  101. taking distributions and taxes
  102. Target date funds and tax strategies
  103. So what am I missing?
  104. Anyone Holding Templeton Emerging Market Fund/Seeking 1099 Info
  105. Experience with State Farm?
  106. Equal tax rates vs balance of tIRA/Roth IRA
  107. AAA corporate bonds vs CD's for one year timeline
  108. How to approach FIRE projections - llc owner, ACA ins & IDR student loans?
  109. What does W2 income consist of when on Social Security?
  110. Trade Settlement Decreasing to 1 Day
  111. Thoughts on Inherited IRA Withdrawals
  112. Quicken File Management when Snowbirding
  113. I can't reach www.i-orp.com
  114. All in retirement and no liquidity
  115. Second Brokerage Account As a Substitute for Savings Account
  116. When to Sell Positions With Unrealized Gains
  117. LTCG rate on collectables
  118. ? about Callable Brokered CD's
  119. Vanguard PAS $
  120. Make Whole Call Question
  121. I Bond Interest
  122. Vanguard's Scottsdale office
  123. BBB Scam tracker
  124. Roth IRA conversion
  125. Applying for SS and Medicare at 65
  126. Highly appreciated rental house in HCOL area?
  127. What exactly does FEMA Flood Insurance cover?
  128. Financial Planner - Fee to Create Financial Plan
  129. Anyone still using Quicken 2014?
  130. Backdoor Roth IRA timing question
  131. PSA: income from U.S. obligations
  132. non deductible IRA and form 8606
  133. Suggestions for estimating future RMDs
  134. Retirement Savings Contribution Credit and DB Pension
  135. Basal III Endgame.
  136. Clarify Roth withdrawals prior to 59.5
  137. Larry Swedroe on the Problems of High US Equity Valuations
  138. College Resident Assistantship(RA) and filing 2023 1040 tax form
  139. I-Bond Interest
  140. Potential Property Tax Freeze- WWYD?
  141. Take SS earlier if I'll have large RMDs?
  142. Withholding for IRA withdrawals
  143. Withdrawal Strategy Help Requested
  144. Reconciling micro observations with macro trends? (is the economy really doing well?)
  145. ACA in NJ: Reconcile New Jersey Health Plan Savings credits
  146. Household income as a percentage of federal poverty line
  147. Rental Property Over Depreciated - Now What?
  148. Wellesley Fund
  149. $500,000 per couple primary residence exclusion and inflation
  150. Roth 401(k) rollover to Roth IRA question
  151. Bond Call Notification
  152. Can I work and receive 72t distributions?
  153. Rolling over a 401k that includes after tax contributions
  154. "Comfort has a Cost"
  155. Annual IRA distribution V.S Roth conversion
  156. ACA costs
  157. The End of the Golden Era (for US Equities)?
  158. Different I Bond Question
  159. Retirement account beneficiaries
  160. Final Approach Planning for Retirement
  161. Installment sale of Rental Property
  162. Asking for a friend...can he retire before 50?
  163. Top Ten Expenses?
  164. Need Advice for Stepbrother
  165. 529 or taxable account?
  166. Options for guaranteed income if you’re delaying Social Security until FRA
  167. 1041 trust return questions
  168. Pension & allocation question
  169. 2023 taxes - inherited ira question
  170. Heads Up: TurboTax + Fixed Income + Accrued Interest
  171. Suze Orman - You need 20M to retire early
  172. ES taxe numbers, that can't be right
  173. Pay off HELOC??
  174. Capital loss carryover in California?
  175. issue with 2022 tax filing
  176. Advice on Contract for Deed/Escrow Account
  177. Parent brokerage holdings doesn't make sense
  178. Pull from HSA now?
  179. Looking for article on annuity
  180. Savings bonds redeemed at treasury direct. No 1099-int
  181. Combining IRAs in Vanguard
  182. Car loan application as a retiree
  183. PSA: BROKERED CD'S cannot be transferred in-kind to Fidelity
  184. What is the minimum size (percentage) holding that is worthwhile?
  185. Spousal Benefits Social Security ?
  186. Paying taxes on Roth conversions
  187. Social Security Tips on W-2 and Retirement Benefits
  188. looking for spend down type threads on here
  189. Factoring opportunity cost into major purchases?
  190. Guidance with withdrawal plan
  191. How to figure out when Roth conversions are worth it?
  192. Tax Surprise-Section 199A Dividends
  193. VG Tax docs?
  194. Next-year Roth conversion?
  195. My Turbo Tax doesn't seem to have a way to input Savings Bond Sales
  196. Taxes for MIL in memory care?
  197. Medicare/Social Security Question
  198. What is best form for cash for the yearly budget?
  199. Does anyone own EMF?
  200. Fed Income Tax and ACA subsidy vs AGI
  201. Roth Rollover
  202. Maine Pension Deduction
  203. Tax question related to purchase of 2nd home
  204. Gift or bridge loan for son house purchase
  205. New non-retirement accounts after retirement
  206. How are LTCG and Non-qualified Dividends "stacked"?
  207. Looking for some 2023 Tax Return preparation help
  208. Social Security and Windfall Elimination
  209. What is the best way to pay estimated Federal Taxes in Retirement?
  210. Please help me game out a cost for a duplex
  211. Tax treatment of Discounted Treasury bonds or strips
  212. Capital Gains Impact on Marginal Tax Rate
  213. Question regarding my first Roth conversion in retirement
  214. Tax Return or Form 990-N for HOA?
  215. Entering 1099 mutual fund dividends with different treasury obligation percentage
  216. Financial Advice Columnist falls for $50K scam
  217. Is the IRS intentionally this obtuse???
  218. are gifts of cash taxable?
  219. Tax Mistake - Discovered AFTER Submitting
  220. Can my state taxes really be 6x my federal?
  221. SS in a High Bracket and Withholdings
  222. Did anyone else get this VG offer?
  223. Early Retirement SS Benefits Reduction due to Income earned questions.
  224. Your 2023 effective tax rate
  225. IRMAA and inheritance
  226. Schwab Tax Form Question
  227. It's getting to crunch time, buying a house for a child.
  228. H&R Block Users, How do you input 1099 Payer Tax ID
  229. Taxes on tIRA after death?
  230. Firecalc Social Security Year
  231. RobinHood IRA 3% Match - comments?
  232. Firecalc question
  233. Another Vanguard Rant
  234. Too much money in IRA
  235. Benefits of Former employer 401k, New Employer 401k, or Rollover?
  236. S&P 500 Question
  237. asset location and allocation
  238. NJ-specific question about TurboTax
  239. Estate Planning Nuances - Trusts, Probate, TIC, JTWROS, etc
  240. tax rate estimates
  241. How to enter a JTWROS account in tax return
  242. your first year after FIRE: income lost?
  243. transition from saver to spender
  244. Portfolio & Morningstar
  245. Uh Oh! TT What are you doing to me?
  246. There Is A Tax Season Villain, and It's Not The IRS
  247. QQQ Special Dividend 01/15/24
  248. Tax Refund in <3 days!
  249. House purchase question: about to make an offer, and nervous
  250. Move stocks/mutual funds from brokerage to IRA?