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Does anybody know if the monies paid last year on this new "Excise Tax" can be taken as a deduction for federal taxes for 2023?

Thank you all for this information! Very helpful. Yes - we're working with the broker so that it's her SSN on the account moving forward!

Hello there, My friend and I have an investment account as JTWROS (joint tenant with rights of survivorship). We are not married and file separate tax returns (I'm single, she's married and files jointly with her husband). In 2023 this account produced a bit of interest (reported in a...

Watch season 2 of The White Lotus on HBO before going! Great show and it will give you a great sense of Sicily [emoji2] No, you don’t need to see season 1 first. They are independent of each other.

Interesting! Do you know what the supplement was? I have a very annoying floater in my left eye, directly across my field of view which I’d love to improve if I could by taking a supplement…

LOL... well, I'm single, so that strategy won't work for me!

Washington State (so far a no-income tax state) is trying to pass a new 7% tax on long term capital gains in excess of $250,000, effective 1/1/2022. The bill was challenged in court as unconstitutional. There isn't a final verdict yet, but the court has authorized the state to implement the...

Gorgeous pictures!!

Thanks for all the comments and reassurances. Staying in Iceland for a day or two is also intriguing - will look into it!

Hi all, I'm planning a summer trip to Germany and, researching flights, a good choice (pricewise) seems to be to fly Icelandair through Reykjavic. The only gotcha is that the layover is relatively short - 1h 25m. Does anyone know how busy that airport is, and whether that is enough time to...

Impressive savings, congrats! Are those numbers post-meltdown??

Thanks all for your comments. And Pirate, that video was illuminating. My flight is from Seattle so quite a bit longer.... thinking I'll splurge for the extra $500 with Lufthansa, this is BTD after all!

Does anyone have experience or feedback on Icelandair's business class? I'm in the process of booking a trip to Germany in the fall and google flights shows them at the top of the list, a good $500 less expensive than other airlines (Lufthansa, Delta, etc.). I want to "BTD" a little and book...

But then you can go to the other side of the "wheel" and sell covered calls on those stocks. I have limited experience with this strategy but one early lesson I'm learning is that volatile stocks that yield good premiums for the puts, also have decent premiums for their calls. And, you have...

This is brilliant. Thank you for laying it out so clearly.

I'm about to spend 50K on a renovation of my patio and backyard. A big project but badly needed as the outdoor spaces of the house didn't get much TLC during my w*rking years. Not the easiest decision to make in a down market when you don't "feel" rich (I know it's [-]all[/-] mostly in my...

The scam where they contact your friends to re-add you is not hacking... it's simply copying ("cloning") your account. They don't need your password for that. They take your profile photo and send friend requests to your friends in hopes that some add them, and then they can message them...

I *just* went through this analysis and decided to sign up for this year. If my projections are correct, I should save about $500 in the year. I have quite a predictable dental routine - periodontal maintenance (PM) is my main thing -- I had surgery several years ago and it's a must after...

Update - I submitted my last 2 paystubs (the last one showing the payout of my remaining vacation - thinking it would serve as "proof" that I left MC), and my 2020 brokerage statement showing dividend income. Using the comment field available for each document I provided my rough estimate of...

The one glitch I've experienced with Win 11 is that some applications that use seemingly older user interface tools, look distorted on my laptop's display (which is very high res and scaled to 250% by Windows by default). Some menus and options on dropdown lists look bunched up, and/or some...

Thanks all for the great insights! I'll try some of these and will report back :)

I just signed up for 2022 health coverage. I'm in Washington State so used the state's exchange. I estimated my income for the year based on dividends and some capital gains that I expect, and qualified for a nice subsidy. Now they want to see "Proof of Household Income" and I have a...

It was $220 plus tax, prepaid for a year of national membership, all clubs included. I was paying $38.52 per month before.

I jumped on the special also - a fantastic deal. I've been a long-time member, but this deal basically halves my payment (albeit in one lump sum). The signs throughout the club had some fine print about the deal being available only to new members, so I approached the front desk and got a...

Welcome to retirement, and to the forum. Enjoy this new chapter in life!