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I'm planning on making some non-qualified 529 withdrawals for 2022. I know I'll have to pay taxes on the withdrawals. However, I'm not sure how the withdrawals will affect my income for subsidy purposes. Would just the gains be treated as additional investment income, or would the entire...

I need help with this, if anyone has already been in this situation. Last November, I made my best guess that DS (graduating from college May 2021 with a Computer Science degree), would NOT be our dependent for 2021. So, we put him on his own ACA plan for 2021. DW and myself are on a separate...

I manage my own finances, and am not a market timer. However, I keep kicking myself for not seeing/anticipating how this virus would impact the markets once it hit the U.S., and doing some defensive measures. Did anyone's financial advisor give early warning before the market went crazy? I...

So, my middle son is home from college - they closed campus for the duration of the semester (all courses will be online, starting 3/30). He's stir crazy after 4 days, and wants to hang out with his friends at their house and play video games, etc. I said I can't prevent you from going, but if...

Just wondering out loud, about 2/3 of our estimated income for ACA subsidies is from dividends and capital gains. This will probably be much lower now, so we would likely qualify for CSR's if we re-estimate it now. I don't expect the market will quickly rebound from this event. Only problem...

This npr.org article says the virus can live on cardboard up to 24 hours - https://www.npr.org/sections/health-shots/2020/03/14/811609026/the-new-coronavirus-can-live-on-surfaces-for-2-3-days-heres-how-to-clean-them I do a lot of online shopping, mostly at amazon. I wonder how many different...

Hello. I retired about a year ago, and have been struggling with 2 these issues - (1) Do I want to do partial Roth conversions, and (2) should I follow the conventional strategy of spending first my taxable assets, then my tax deferred assets, and lastly our Roth assets. I understand that at...