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Was the Z4 worth it? I'm yearning for a sports car while it can still be fun for us. I had a 325is in the early 90s and absolutely loved it, but practicality finally won out and it was replaced with a Subaru Legacy. Used Z4s can be had for high 30s low to low 40s which is ok by me.

Yep. Print to pdf!

I found it easy to set up ACH transfers between Fidelity and my CU. However, Fidelity was never able to connect my CU to full view. I even had their tech guys try without success.

In our case, the ACA is better insurance than I had while working and I worked for a healthcare system. My daughter in college 3 hrs away had limited options for providers and no options for pharmacy since health system competition is fierce in our state. How dare you go to a competitor for...

Shame on you for not telling us what you ordered!:):popcorn:

I'm getting interested in the idea of holding actual PMs. If converting fiat dollars to real money is the goal, what is the most cost effective method?

Screen shot saved! Thank you. Thanks again to everyone.

We met with the "paralegal" today who was doing our Will work. Wow....she was defensive and combative from the start. She told us that she had been writing wills for 20 years (told us that 3 times) and that she had never seen a will with so many beneficiaries. She reiterated that she could do...

Not TMI. I'm getting older and these threads are definitely informative. A procedures effectiveness as well as adverse effects are important topics.

What are the other two?

I held it a few years back. It did well then dropped way below my purchase price then returned to within a few cents of that price. I sold it and took a 25k loss d/t taxable gains reinvested over a couple of years. It's still well below my selling price and still spitting out taxable gains...

From my understanding, Roth conversion withdrawals after the age of 59.5 do not have a 5 year waiting period unless your original Roth account is less than 5 years old. I asked this question a few years back and this was my conclusion.

At this point in life, neither of our daughters have children. Grand children will probably come at some point in the next five or so years, but until then we want something in place for the worst of outcomes. If all should perish at the same time then we want our joint assets split a certain...

I am starting to believe that we will need an estate attorney to create the desired/required documents. I do not have the final Will in-hand yet, but from the lawyer's responses to my questions thus far, I am not confident. More on this next week. Thanks to all for your advice and experience.

That's the problem. Our will gives everything to the kids and no instructions beyond that point. Our lawyer did not included the retirement accounts in the will since they bypass probate. He suggested that I work with our financial institution to assign any additional beneficiaries beyond our...

We're a bit late in getting our affairs in order. However, our Wills are now written and ready to review. The retirement accounts contain most of our net worth and are all at Fidelity and from what I can tell, they only allow for a primary and secondary beneficiary. Per our choice, spouses...

Is it literally that simple? What kind of tax forms have to be filed for this type of transaction? I'm not 59.5 yet, but I like this option.

We are using taxable with interest to meet the ACA 36k target income for this year. Interest will come in around 25k since some of taxable is in ibonds and other income deferred products. I'll make up the difference with either a Roth conversion or just a plain ole 401k withdrawal (still...

On the H&R premium 1099 entry pages, only the account numbers were transferred during download. I see a place for the state id, but not federal.

The first had to do with confusion about adding my dependent's income to ours for ACA purposes. TT's explanation was unclear whereas H&R's was crystal clear including all of the times one would add a dependent's income complete with the actual income levels the would trigger the addition. There...

I've had two issues with TT this year, the second of which motivated me to buy H&R's program. I was pleasantly surprised at how well H&R handled my less common, but certainly not unique situations. I may be a convert after 25 years with TT.

These are all very helpful in informative answers. I've been struggling between Bernstein's 15-25 years safe investments, Pfau's rising equity glide path, and a simple set it and forget it allocation. My first full year in RE will be 2/23/24 and as of today, we are +516k over our RE date...

I am going to be very specific about who I would like to respond to this question. If you are excluded, please do not feel left out as your plan is simply different from mine. So here goes! If you do not mind sharing, what is your asset allocation s/b if you do not have any other source of...

Thanks to everyone for taking the time to reply.

The following is from the help section in TT for the TT line in question: "What if I have a dependent that's filing a separate tax return? If you have a dependent that is required to file a tax return and is filing a separate tax return, you'll need to include their income in your modified...