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desperately seeking help understanding Form 8606 on 2020 tax filing (Roth recharacterization/conversion issues)

Last post by LadyGeek « Thu Apr 15, 2021 6:27 am
Posted in Personal Finance (Not Investing)
Replies: 36
by AlienGrrrl » Thu Apr 08, 2021 4:09 pm » in Personal Finance (Not Investing)

36 Replies

1069 Views

Last post by LadyGeek
Thu Apr 15, 2021 6:27 am
First child entering college in the fall... need some advice

Last post by chipperd « Thu Apr 15, 2021 6:24 am
Posted in Personal Finance (Not Investing)
Replies: 99
by dschwarz » Tue Apr 13, 2021 1:44 pm » in Personal Finance (Not Investing)
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99 Replies

5762 Views

Last post by chipperd
Thu Apr 15, 2021 6:24 am
Reverse Rollover Timing and When Backdoor Roth Eligible

Last post by investor5000 « Thu Apr 15, 2021 6:24 am
Posted in Personal Investments

by investor5000 » Thu Apr 15, 2021 6:24 am » in Personal Investments

0 Replies

8 Views

Last post by investor5000
Thu Apr 15, 2021 6:24 am
Thinking of dropping State Farm 10 Pay Life Insurance

Last post by mr_brightside « Thu Apr 15, 2021 6:24 am
Posted in Personal Finance (Not Investing)
Replies: 23
by welloiledinvestor » Mon Apr 12, 2021 3:51 pm » in Personal Finance (Not Investing)

23 Replies

1321 Views

Last post by mr_brightside
Thu Apr 15, 2021 6:24 am
[Please help me choose a brokerage - Thailand]

Last post by InvestInPasta « Thu Apr 15, 2021 6:24 am
Posted in Non-US Investing
Replies: 4
by Jodie » Tue Apr 13, 2021 5:22 am » in Non-US Investing

4 Replies

291 Views

Last post by InvestInPasta
Thu Apr 15, 2021 6:24 am
For those retired or FI, how much do you spend annually?

Last post by LadyGeek « Thu Apr 15, 2021 6:22 am
Posted in Personal Finance (Not Investing)
Replies: 284
by MyBrothersAdvisor » Mon Jan 04, 2021 10:14 am » in Personal Finance (Not Investing)
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284 Replies

20209 Views

Last post by LadyGeek
Thu Apr 15, 2021 6:22 am
Should I redo my front yard and backyard landscaping?

Last post by TomatoTomahto « Thu Apr 15, 2021 6:22 am
Posted in Personal Consumer Issues
Replies: 27
by miamivice » Thu Mar 18, 2021 9:40 am » in Personal Consumer Issues

27 Replies

1794 Views

Last post by TomatoTomahto
Thu Apr 15, 2021 6:22 am
"Mortage is a negative bond" - please help me understand

Last post by m@ver1ck « Thu Apr 15, 2021 6:20 am
Posted in Investing - Theory, News & General
Replies: 19
by USAFperio » Wed Apr 14, 2021 1:28 pm » in Investing - Theory, News & General

19 Replies

1598 Views

Last post by m@ver1ck
Thu Apr 15, 2021 6:20 am
Medicare - just A + B?

Last post by nisiprius « Thu Apr 15, 2021 6:19 am
Posted in Personal Finance (Not Investing)
Replies: 14
by hicabob » Tue Apr 13, 2021 11:14 am » in Personal Finance (Not Investing)

14 Replies

886 Views

Last post by nisiprius
Thu Apr 15, 2021 6:19 am
Market shift since december

Last post by livesoft « Thu Apr 15, 2021 6:16 am
Posted in Personal Investments
Replies: 4
by PapaGeek » Thu Apr 15, 2021 3:16 am » in Personal Investments

4 Replies

437 Views

Last post by livesoft
Thu Apr 15, 2021 6:16 am
What’s the problem with dividends?

Last post by dkturner « Thu Apr 15, 2021 6:16 am
Posted in Investing - Theory, News & General
Replies: 19
by MapleSyrup » Wed Apr 14, 2021 10:11 pm » in Investing - Theory, News & General

19 Replies

1253 Views

Last post by dkturner
Thu Apr 15, 2021 6:16 am
[GameStop GME trading mega-thread]

Last post by health teacher « Thu Apr 15, 2021 6:16 am
Posted in Investing - Theory, News & General
Replies: 4555
by Prettyfrtnt » Thu Jan 21, 2021 9:20 pm » in Investing - Theory, News & General
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4555 Replies

228700 Views

Last post by health teacher
Thu Apr 15, 2021 6:16 am
How close to retirement age would you start to coast instead of grinding it out?

Last post by Silverado « Thu Apr 15, 2021 6:04 am
Posted in Personal Finance (Not Investing)
Replies: 65
by carloslando » Wed Apr 14, 2021 12:09 am » in Personal Finance (Not Investing)
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65 Replies

5546 Views

Last post by Silverado
Thu Apr 15, 2021 6:04 am
For a 40/60 Allocation, what would you choose ?

Last post by vineviz « Thu Apr 15, 2021 6:04 am
Posted in Investing - Theory, News & General
Replies: 16
by sixtyforty » Tue Apr 13, 2021 10:31 am » in Investing - Theory, News & General

16 Replies

1738 Views

Last post by vineviz
Thu Apr 15, 2021 6:04 am
Coinbase IPO - anyone tempted?

Last post by JonnyDVM « Thu Apr 15, 2021 5:59 am
Posted in Investing - Theory, News & General
Replies: 103
by Yesterdaysnews » Tue Apr 13, 2021 3:25 pm » in Investing - Theory, News & General
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103 Replies

6659 Views

Last post by JonnyDVM
Thu Apr 15, 2021 5:59 am
Biggest expenses in life

Last post by WarAdmiral « Thu Apr 15, 2021 5:56 am
Posted in Personal Finance (Not Investing)
Replies: 29
by WarAdmiral » Wed Apr 14, 2021 7:05 pm » in Personal Finance (Not Investing)

29 Replies

2232 Views

Last post by WarAdmiral
Thu Apr 15, 2021 5:56 am
FTC and 1116: How to do it with TurboTax

Last post by international001 « Thu Apr 15, 2021 5:55 am
Posted in Investing - Theory, News & General
Replies: 12
by international001 » Sun Apr 11, 2021 6:21 pm » in Investing - Theory, News & General

12 Replies

864 Views

Last post by international001
Thu Apr 15, 2021 5:55 am
I Bonds variable rate @ 3.54% in May

Last post by Makaveli « Thu Apr 15, 2021 5:47 am
Posted in Investing - Theory, News & General
Replies: 19
by tomsense76 » Tue Apr 13, 2021 10:39 pm » in Investing - Theory, News & General

19 Replies

2750 Views

Last post by Makaveli
Thu Apr 15, 2021 5:47 am
Can I make a Roth for my daughter?

Last post by TomatoTomahto « Thu Apr 15, 2021 5:45 am
Posted in Personal Finance (Not Investing)
Replies: 2
by Shalom Aleichem » Thu Apr 15, 2021 1:53 am » in Personal Finance (Not Investing)

2 Replies

278 Views

Last post by TomatoTomahto
Thu Apr 15, 2021 5:45 am
U.S. stocks continue to soar!

Last post by Stinky « Thu Apr 15, 2021 5:43 am
Posted in Investing - Theory, News & General
Replies: 14450
by GoldStar » Mon Aug 27, 2018 6:09 pm » in Investing - Theory, News & General
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14450 Replies

1111825 Views

Last post by Stinky
Thu Apr 15, 2021 5:43 am
[Spouse recently passed away. Please help me handle his financial matters]

Last post by water2357 « Thu Apr 15, 2021 5:39 am
Posted in Personal Finance (Not Investing)
Replies: 111
by Bennie » Thu Apr 08, 2021 4:00 pm » in Personal Finance (Not Investing)
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111 Replies

7072 Views

Last post by water2357
Thu Apr 15, 2021 5:39 am
Vanguard ESG Global All Cap UCITS ETF

Last post by Valuethinker « Thu Apr 15, 2021 5:38 am
Posted in Non-US Investing
Replies: 23
by White Wolf » Fri Mar 26, 2021 6:02 am » in Non-US Investing

23 Replies

2241 Views

Last post by Valuethinker
Thu Apr 15, 2021 5:38 am
Parkinson's: How to Mitigate Possible Financial Hemorrhage?

Last post by anna.day « Thu Apr 15, 2021 5:26 am
Posted in Personal Finance (Not Investing)
Replies: 20
by RollWithTheChanges » Tue Apr 13, 2021 3:40 pm » in Personal Finance (Not Investing)

20 Replies

2957 Views

Last post by anna.day
Thu Apr 15, 2021 5:26 am
Any expats retired in europe? How much needed to retire?

Last post by dcabler « Thu Apr 15, 2021 5:24 am
Posted in Personal Finance (Not Investing)
Replies: 133
by jayk238 » Tue Feb 23, 2021 9:21 am » in Personal Finance (Not Investing)
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133 Replies

18088 Views

Last post by dcabler
Thu Apr 15, 2021 5:24 am
Which is more forward-looking? Solar panels or Roth investment?

Last post by Valuethinker « Thu Apr 15, 2021 5:19 am
Posted in Personal Finance (Not Investing)
Replies: 29
by Bammerman » Thu Apr 01, 2021 7:34 am » in Personal Finance (Not Investing)

29 Replies

1492 Views

Last post by Valuethinker
Thu Apr 15, 2021 5:19 am
What is the right way to use the FIRE Calc website (taxes and spending)?

Last post by AlohaJoe « Thu Apr 15, 2021 5:15 am
Posted in Personal Finance (Not Investing)
Replies: 2
by LFKB » Wed Apr 14, 2021 10:03 pm » in Personal Finance (Not Investing)

2 Replies

308 Views

Last post by AlohaJoe
Thu Apr 15, 2021 5:15 am
Australian living in Canada

Last post by Valuethinker « Thu Apr 15, 2021 4:52 am
Posted in Non-US Investing
Replies: 4
by westcoastcammee » Wed Apr 14, 2021 6:29 pm » in Non-US Investing

4 Replies

266 Views

Last post by Valuethinker
Thu Apr 15, 2021 4:52 am
Beginning to evaluate the holdings of Vanguard Target Retirement Funds

Last post by donaldfair71 « Thu Apr 15, 2021 4:48 am
Posted in Investing - Theory, News & General
Replies: 108
by Flashes1 » Tue Apr 13, 2021 2:15 pm » in Investing - Theory, News & General
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108 Replies

5365 Views

Last post by donaldfair71
Thu Apr 15, 2021 4:48 am
are inflation fears driving the housing market

Last post by Valuethinker « Thu Apr 15, 2021 4:47 am
Posted in Investing - Theory, News & General
Replies: 21
by SashaWalpole » Wed Apr 14, 2021 1:06 pm » in Investing - Theory, News & General

21 Replies

1691 Views

Last post by Valuethinker
Thu Apr 15, 2021 4:47 am
After-tax 401k Strategy

Last post by FabBlab « Thu Apr 15, 2021 4:44 am
Posted in Personal Investments
Replies: 15
by investor997 » Tue Dec 10, 2019 1:12 pm » in Personal Investments

15 Replies

1803 Views

Last post by FabBlab
Thu Apr 15, 2021 4:44 am
Roth IRA and Crypto

Last post by Freefun « Thu Apr 15, 2021 4:40 am
Posted in Personal Investments
Replies: 2
by izmeeh » Thu Apr 15, 2021 1:46 am » in Personal Investments

2 Replies

245 Views

Last post by Freefun
Thu Apr 15, 2021 4:40 am
Small Cap Value heads Rejoice !!!

Last post by YRT70 « Thu Apr 15, 2021 4:29 am
Posted in Investing - Theory, News & General
Replies: 4413
by hdas » Mon Jun 03, 2019 1:52 pm » in Investing - Theory, News & General
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4413 Replies

339433 Views

Last post by YRT70
Thu Apr 15, 2021 4:29 am
Dividend Tax on Irish ETF's for Non-residents

Last post by Bkkkiwi « Thu Apr 15, 2021 4:27 am
Posted in Non-US Investing

by Bkkkiwi » Thu Apr 15, 2021 4:27 am » in Non-US Investing

0 Replies

72 Views

Last post by Bkkkiwi
Thu Apr 15, 2021 4:27 am
Does it make sense that a car dealer needs to do a hard pull if you pay in full by check (cash)?

Last post by bstewie « Thu Apr 15, 2021 4:26 am
Posted in Personal Finance (Not Investing)
Replies: 56
by piton » Wed Apr 14, 2021 12:29 pm » in Personal Finance (Not Investing)
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56 Replies

4294 Views

Last post by bstewie
Thu Apr 15, 2021 4:26 am
Another 2.8% SWR Article Quoting Wade Pfau

Last post by chipperd « Thu Apr 15, 2021 4:10 am
Posted in Investing - Theory, News & General
Replies: 252
by Leesbro63 » Sun Apr 11, 2021 9:50 am » in Investing - Theory, News & General
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252 Replies

13640 Views

Last post by chipperd
Thu Apr 15, 2021 4:10 am
International is in meltdown

Last post by aruba joe « Thu Apr 15, 2021 4:10 am
Posted in Investing - Theory, News & General
Replies: 410
by stocknoob4111 » Thu Mar 12, 2020 11:25 am » in Investing - Theory, News & General
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410 Replies

34822 Views

Last post by aruba joe
Thu Apr 15, 2021 4:10 am
Cryptocurrency - Bitcoin Continues to Soar!

Last post by JBTX « Thu Apr 15, 2021 3:45 am
Posted in Investing - Theory, News & General
Replies: 225
by MinnGuyInvesting » Sat Mar 13, 2021 7:43 am » in Investing - Theory, News & General
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225 Replies

19494 Views

Last post by JBTX
Thu Apr 15, 2021 3:45 am
Lawn care question

Last post by JBTX « Thu Apr 15, 2021 3:40 am
Posted in Personal Consumer Issues
Replies: 37
by JS727 » Wed Apr 14, 2021 11:07 am » in Personal Consumer Issues

37 Replies

2252 Views

Last post by JBTX
Thu Apr 15, 2021 3:40 am
US Expat in Germany

Last post by CarolusMagnus « Thu Apr 15, 2021 3:30 am
Posted in Non-US Investing
Replies: 8
by Kamucando » Tue Sep 01, 2020 10:48 am » in Non-US Investing

8 Replies

1271 Views

Last post by CarolusMagnus
Thu Apr 15, 2021 3:30 am
Rule-based ETF's to weed out poor performers

Last post by AlCLE « Thu Apr 15, 2021 3:25 am
Posted in Investing - Theory, News & General

by AlCLE » Thu Apr 15, 2021 3:25 am » in Investing - Theory, News & General

0 Replies

108 Views

Last post by AlCLE
Thu Apr 15, 2021 3:25 am
Some basic questions about high schools tennis - FL

Last post by JBTX « Thu Apr 15, 2021 3:24 am
Posted in Personal Consumer Issues
Replies: 1
by an_asker » Wed Apr 14, 2021 11:26 pm » in Personal Consumer Issues

1 Replies

193 Views

Last post by JBTX
Thu Apr 15, 2021 3:24 am
BlackRock LifePath Index 2050 Fund to 70/30 FSKAX/FTIHX

Last post by ilikeshreddingmail « Thu Apr 15, 2021 2:50 am
Posted in Personal Investments
Replies: 8
by ilikeshreddingmail » Wed Apr 14, 2021 4:49 am » in Personal Investments

8 Replies

731 Views

Last post by ilikeshreddingmail
Thu Apr 15, 2021 2:50 am
Roth In-Plan Conversion to Roth IRA

Last post by ilikeshreddingmail « Thu Apr 15, 2021 2:42 am
Posted in Personal Investments
Replies: 2
by ilikeshreddingmail » Wed Apr 14, 2021 5:12 pm » in Personal Investments

2 Replies

282 Views

Last post by ilikeshreddingmail
Thu Apr 15, 2021 2:42 am
Relationship mortgage discounts for moving a million assets

Last post by Tingting1013 « Thu Apr 15, 2021 2:36 am
Posted in Personal Finance (Not Investing)
Replies: 774
by softwaregeek » Wed May 08, 2019 9:37 pm » in Personal Finance (Not Investing)
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774 Replies

120033 Views

Last post by Tingting1013
Thu Apr 15, 2021 2:36 am
YADIR (Yet Another DI Review)

Last post by BruDude « Thu Apr 15, 2021 2:35 am
Posted in Personal Finance (Not Investing)
Replies: 1
by dandan » Wed Apr 14, 2021 10:07 pm » in Personal Finance (Not Investing)

1 Replies

173 Views

Last post by BruDude
Thu Apr 15, 2021 2:35 am
HSA catch up contribution

Last post by Jablean « Thu Apr 15, 2021 2:19 am
Posted in Personal Finance (Not Investing)
Replies: 5
by LadyDay18 » Wed Apr 14, 2021 4:01 pm » in Personal Finance (Not Investing)

5 Replies

395 Views

Last post by Jablean
Thu Apr 15, 2021 2:19 am
Belgium, 37, seeking advice asset allocation & portfolio

Last post by Wim_vdb « Thu Apr 15, 2021 2:05 am
Posted in Non-US Investing
Replies: 2
by Wim_vdb » Wed Apr 14, 2021 7:25 am » in Non-US Investing

2 Replies

274 Views

Last post by Wim_vdb
Thu Apr 15, 2021 2:05 am
Portfolio Advice Please! - First Time Poster

Last post by krow36 « Thu Apr 15, 2021 1:51 am
Posted in Personal Investments
Replies: 48
by Emmitt » Tue Mar 23, 2021 4:40 pm » in Personal Investments

48 Replies

3591 Views

Last post by krow36
Thu Apr 15, 2021 1:51 am
Covered Call Impact on underlying stock

Last post by venkman « Thu Apr 15, 2021 1:51 am
Posted in Investing - Theory, News & General
Replies: 2
by newbee1 » Wed Apr 14, 2021 1:01 am » in Investing - Theory, News & General

2 Replies

324 Views

Last post by venkman
Thu Apr 15, 2021 1:51 am
Power of a personal real estate offer letter

Last post by Lexx « Thu Apr 15, 2021 1:46 am
Posted in Personal Finance (Not Investing)
Replies: 43
by protagonist » Wed Apr 14, 2021 4:35 pm » in Personal Finance (Not Investing)

43 Replies

2335 Views

Last post by Lexx
Thu Apr 15, 2021 1:46 am

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