Personal Finance (Not Investing)

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Personal Finance Forum Posting Guidelines

Last post by Alex Frakt « Sun Mar 04, 2007 9:56 am

by Alex Frakt » Sun Mar 04, 2007 9:56 am

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Be Wary of Whole Life threads

Last post by flgatorray « Fri Apr 13, 2012 6:37 pm
Replies: 101
by Alex Frakt » Wed Jun 30, 2010 12:38 pm
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101 Replies

305470 Views

Last post by flgatorray
Fri Apr 13, 2012 6:37 pm
Want to manage my parents' retirement, signed up for CFP course

Last post by Macaroni2629 « Sat Apr 01, 2023 2:18 pm
Replies: 45
by Macaroni2629 » Fri Mar 31, 2023 8:21 pm

45 Replies

2442 Views

Last post by Macaroni2629
Sat Apr 01, 2023 2:18 pm
Parents' financial advisor recommends my 74 year old dad convert traditional IRA to Roth?

Last post by Macaroni2629 « Sat Apr 01, 2023 2:15 pm
Replies: 39
by Macaroni2629 » Fri Mar 31, 2023 5:14 pm

39 Replies

2863 Views

Last post by Macaroni2629
Sat Apr 01, 2023 2:15 pm
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by MnD » Sat Apr 01, 2023 9:54 am

10 Replies

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Last post by TheGreyingDuke
Sat Apr 01, 2023 2:14 pm
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by AnnetteLouisan » Sat Apr 01, 2023 8:56 am

33 Replies

1474 Views

Last post by rob
Sat Apr 01, 2023 2:12 pm
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Replies: 24
by Sho » Sat Apr 01, 2023 9:42 am

24 Replies

1141 Views

Last post by toocold
Sat Apr 01, 2023 2:11 pm
Should I buy a $4M CA house?

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Replies: 119
by CletusCaddy » Sat Mar 26, 2022 8:01 pm
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119 Replies

12467 Views

Last post by CletusCaddy
Sat Apr 01, 2023 2:06 pm
Ally Invest - We’ve eliminated our $9.95 mutual fund transaction fee

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by IRouteIP » Thu Feb 09, 2023 7:20 pm

27 Replies

2847 Views

Last post by Soobs
Sat Apr 01, 2023 2:03 pm
What to do-Tax Return Lost in Mail

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by clcarter » Sat Apr 01, 2023 9:07 am

2 Replies

280 Views

Last post by boomer_techie
Sat Apr 01, 2023 2:01 pm
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Replies: 4151
by BogleMelon » Sat Dec 15, 2018 8:33 pm
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Last post by kojima
Sat Apr 01, 2023 1:51 pm
Tax issues for using 529 for first-year college expenses

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Replies: 14
by leviathan » Fri Mar 31, 2023 12:56 pm

14 Replies

889 Views

Last post by 986racer
Sat Apr 01, 2023 1:51 pm
Medicare Question

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Replies: 63
by Music Teacher Tim » Tue Mar 28, 2023 9:34 pm
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4852 Views

Last post by Lynette
Sat Apr 01, 2023 1:37 pm
Has anyone used Income Strategy website/software?

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Replies: 94
by busdriver » Tue Jan 02, 2018 3:23 pm
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24644 Views

Last post by yobyot
Sat Apr 01, 2023 1:26 pm
annuity mumbo jumbo

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Replies: 11
by bluegill » Sat Apr 01, 2023 10:16 am

11 Replies

629 Views

Last post by Taylor Larimore
Sat Apr 01, 2023 1:23 pm
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Replies: 1
by hotelcalifornia » Sat Apr 01, 2023 1:16 pm

1 Replies

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Last post by UpperNwGuy
Sat Apr 01, 2023 1:21 pm
Should I re-file Form 709 with additional 529 contributions?

Last post by Lee_WSP « Sat Apr 01, 2023 1:20 pm
Replies: 1
by atchn » Sat Apr 01, 2023 7:45 am

1 Replies

110 Views

Last post by Lee_WSP
Sat Apr 01, 2023 1:20 pm
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by AvoToast » Sat Apr 01, 2023 6:21 am

5 Replies

607 Views

Last post by CAsage
Sat Apr 01, 2023 1:12 pm
Lost Job -- Looking for some input

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Replies: 55
by Burner444 » Thu Mar 30, 2023 2:51 pm
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55 Replies

6878 Views

Last post by AnnetteLouisan
Sat Apr 01, 2023 12:55 pm
Do I have to file an amended return if it results in a small refund?

Last post by enad « Sat Apr 01, 2023 12:49 pm
Replies: 20
by motorider » Fri Mar 31, 2023 8:30 am

20 Replies

1252 Views

Last post by enad
Sat Apr 01, 2023 12:49 pm
How to provide unsolicited investing advice

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Replies: 49
by Brazer » Thu Mar 30, 2023 1:27 pm

49 Replies

2978 Views

Last post by minesweep
Sat Apr 01, 2023 12:34 pm
What's Your Credit Card Rewards Strategy?

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Replies: 6330
by guitarguy » Wed May 25, 2016 10:15 am
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Last post by VictoriaF
Sat Apr 01, 2023 12:23 pm
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Replies: 4
by GeoMetry » Sat Apr 01, 2023 11:49 am

4 Replies

253 Views

Last post by GeoMetry
Sat Apr 01, 2023 12:17 pm
Where do I put my emergency fund?

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by 2ball » Fri Mar 31, 2023 8:33 pm

21 Replies

1574 Views

Last post by anon_investor
Sat Apr 01, 2023 12:14 pm
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by NYCaviator » Fri Mar 31, 2023 6:34 pm

19 Replies

1079 Views

Last post by Artful Dodger
Sat Apr 01, 2023 12:13 pm
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Replies: 55
by supersharpie » Fri Mar 31, 2023 8:37 am
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55 Replies

3497 Views

Last post by steve r
Sat Apr 01, 2023 12:08 pm
Near limits of eligibility for Roth 2023

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Replies: 3
by FamilyMan » Sat Apr 01, 2023 10:25 am

3 Replies

237 Views

Last post by stan1
Sat Apr 01, 2023 11:27 am
Reporting K-1 on Turbotax

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Replies: 2
by alisonryder » Sat Apr 01, 2023 3:31 am

2 Replies

284 Views

Last post by pshonore
Sat Apr 01, 2023 11:27 am
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by freddie2011 » Fri Mar 31, 2023 8:51 pm

10 Replies

1324 Views

Last post by prd1982
Sat Apr 01, 2023 11:22 am
Sale of rental/second home?

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Replies: 1
by twingum » Sat Apr 01, 2023 8:05 am

1 Replies

173 Views

Last post by SuzBanyan
Sat Apr 01, 2023 11:08 am
AB-150 (passthrough elective tax) first payment amount

Last post by Gnoooome « Sat Apr 01, 2023 10:47 am

by Gnoooome » Sat Apr 01, 2023 10:47 am

0 Replies

55 Views

Last post by Gnoooome
Sat Apr 01, 2023 10:47 am
Reaching Goals, Anticlimatic?

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Replies: 7
by rich126 » Sat Apr 01, 2023 9:25 am

7 Replies

579 Views

Last post by rocket354
Sat Apr 01, 2023 10:31 am
optimizing Roth conversion when taking SS

Last post by sidneyinplanning « Sat Apr 01, 2023 10:17 am
Replies: 5
by RustyShackleford » Mon Feb 15, 2021 1:14 pm

5 Replies

653 Views

Last post by sidneyinplanning
Sat Apr 01, 2023 10:17 am
How long did you wait for your tax refund this year?

Last post by tenkuky « Sat Apr 01, 2023 10:10 am
Replies: 147
by Foresight2020 » Wed Mar 01, 2023 8:20 am
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12178 Views

Last post by tenkuky
Sat Apr 01, 2023 10:10 am
Buying and Selling Home in Retirement?

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Replies: 1
by March2009 » Sat Apr 01, 2023 9:40 am

1 Replies

183 Views

Last post by BogleTaxPro
Sat Apr 01, 2023 9:52 am
Unsure about how Fidelity Cash Management works

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Replies: 29
by drr1099 » Sat Mar 11, 2023 7:47 pm

29 Replies

3420 Views

Last post by JoMoney
Sat Apr 01, 2023 9:29 am
Future medical expenses are not reduced to present value

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Replies: 2
by Anovice » Sat Apr 01, 2023 8:26 am

2 Replies

181 Views

Last post by Chuckles960
Sat Apr 01, 2023 9:17 am
Tax Payment Due - California

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Replies: 4
by socialforums2019 » Wed Mar 29, 2023 7:04 am

4 Replies

577 Views

Last post by toddthebod
Sat Apr 01, 2023 9:15 am
State Taxation of Dividends from Leveraged ETFs or Futures-Based ETFs

Last post by sweetnpsycho « Sat Apr 01, 2023 9:10 am

by sweetnpsycho » Sat Apr 01, 2023 9:10 am

0 Replies

55 Views

Last post by sweetnpsycho
Sat Apr 01, 2023 9:10 am
Pending Charge - How Long to Expire?

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by diy60 » Thu Mar 30, 2023 3:42 pm

17 Replies

1546 Views

Last post by diy60
Sat Apr 01, 2023 8:56 am
How to look up PPP loan info (fraud suspected)

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Replies: 11
by ljb » Sat Apr 01, 2023 1:09 am

11 Replies

911 Views

Last post by G-980-101-718
Sat Apr 01, 2023 8:30 am
Is EA right with my taxes? I think is she is wrong!

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by splunk » Sun Apr 03, 2022 11:47 pm

17 Replies

2705 Views

Last post by splunk
Sat Apr 01, 2023 8:09 am
LTIP Specialists in New Jersey?

Last post by PlayingLife « Sat Apr 01, 2023 7:50 am

by PlayingLife » Sat Apr 01, 2023 7:50 am

0 Replies

115 Views

Last post by PlayingLife
Sat Apr 01, 2023 7:50 am
Anyone else having an issue with Vanguard not updating in Personal Capital?

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Replies: 15
by renegade06 » Sat Mar 25, 2023 11:42 am

15 Replies

1327 Views

Last post by TXAGBH
Sat Apr 01, 2023 7:49 am
Primer on Paying Taxes With a Credit Card

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by whodidntante » Sun Mar 24, 2019 4:50 pm
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110033 Views

Last post by international001
Sat Apr 01, 2023 7:40 am
ATM use ( 0BTAINING EUROS) for Trip to ITALY

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Replies: 39
by mholdi1540 » Fri Mar 31, 2023 3:39 pm

39 Replies

1912 Views

Last post by theplayer11
Sat Apr 01, 2023 7:07 am
Overdraft key bank

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Replies: 2
by BashDash » Sat Apr 01, 2023 5:46 am

2 Replies

210 Views

Last post by BashDash
Sat Apr 01, 2023 7:07 am
Confusing 2022 Vanguard tax form info

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by talltodd » Thu Jan 05, 2023 10:44 am

20 Replies

2060 Views

Last post by Carl53
Sat Apr 01, 2023 6:13 am
EV tax credits

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by RobLyons » Sat Apr 01, 2023 6:12 am

0 Replies

120 Views

Last post by RobLyons
Sat Apr 01, 2023 6:12 am
Help me analyze a pension decision

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by finetuning » Thu Mar 30, 2023 9:57 pm

17 Replies

1397 Views

Last post by Cruise
Sat Apr 01, 2023 1:44 am
How do Re-Married Couples with Children Handle Legacy to Spouses/Kids?

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21 Replies

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Last post by Joey Jo Jo Jr
Fri Mar 31, 2023 11:59 pm

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