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Please chime in if you know the answer to these questions, so that I can avoid the cost of hiring a CPA to answer them! My mom died in October 2023. She left her house to my sister, and her IRA to me. My sister is the successor trustee in charge of closing out my mom's estate. Once my sister...

Advice please! We have about 10 years left on our existing 15 year mortgage at 3.25%. We're looking to refinance because, incredibly, we can probably get something in the 2.5% range. We owe about $165K on a house that's worth probably $850-$900K. Our original plan was to get the house paid...

So I haven't posted here in about 2 years. During that time I've gotten married, had a kid, sold a house, bought another house, and in the process completely given up on my ER dream. The main culprit was the house. Our old house was fun, funky, hip, urban, and generally cool. And very...

I'm visiting Montreal for the first time tomorrow. I'm tagging along while my fiance is there on business. I'll be there through Sunday. Have any tips or suggestions for things for me to see or do?

This thing is so worthless it's funny. Check it out: http://cgi.money.cnn.com/tools/saveyoung/index.html

People on this board may be somewhat interested in this article. Here's the upshot: American tax policy doesn't do much to encourage investing rather than spending. http://www.slate.com/id/2164050/ I think the author has a point, but he ignores Roth IRAs and Roth 401ks.

Daystar beat me to the punch with news about reaching a $250,000 milestone recently, but I wanted to share mine: I have just reached $100,000 in investable assets!! That includes stocks, bonds, mutual funds, and cash, but not my home equity. Finally cracking the $100,000 mark is a huge...

I found this somewhat interesting and surprisingly good article on Bankrate.  It's not typically the place I turn to for quality articles, but this isn't bad and it's certainly on-topic for the early retirement crowd.  See what you think: http://www.bankrate.com/brm/news/advice/20060822a1.asp

There've been threads about making money off credit cards before, but I'm planning a new one and want to share my feelings of smugness. I currently make about $300 a year off of my Citi Platinum Mastercard (they offer 1% on most purchases, and I think 3-5% on certain purchases like gas and...

So me and my lovely lady are looking to upgrade our house (currently in a 1200 square foot place that's great, but too small).  We've fallen in love with a place that we know we'd be content and happy in for the next 10-20 years.  Problem is, we can only barely afford it.  If we bought it, I'd...

I know that the contribution limits for Roth IRAs start phasing down after you hit $95,000 in gross annual income, but I haven't been able to determine how much. Does anyone know? Thanks in advance!

From today's paper: http://www.usatoday.com/money/perfi/retirement/2005-10-25-120-retire-usat_x.htm

How much of your gross yearly income do you save?

Hey guys, I just read a mildly interesting--albeit simplistic--article on MSNBC.  It says few people in their early 60s can afford a comfortable retirement.  There are also some other troubling statistics, of questionable value. Check it out at: http://www.msnbc.msn.com/id/8499888/

Okay, smart folks, I just stumbled across a website that seems interesting.  I found it through Paul Terhorst's website. It's called the "Daily Reckoning," and it seems to be just the kind of place many of the people here would like to frequent. I'm not going to post a link here, because I...

I always get a kick out of reading news stories about misers who, when they die, had managed to save millions. Here's the latest. http://www.cnn.com/2005/EDUCATION/06/20/unexpected.donation.ap/index.html Live below your means, but don't go crazy.