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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Last post 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

304945 Views

Last post by flgatorray
Fri Apr 13, 2012 6:37 pm
Form 1099-B 7-loss not allowed X also not reported Z

Last post by tpom16 « Mon Mar 20, 2023 8:07 pm
Replies: 3
by tpom16 » Sun Mar 19, 2023 12:08 pm

3 Replies

264 Views

Last post by tpom16
Mon Mar 20, 2023 8:07 pm
Do we need to panic about Ally Bank ?

Last post by johnpau « Mon Mar 20, 2023 8:05 pm
Replies: 4
by johnpau » Mon Mar 20, 2023 8:00 pm

4 Replies

230 Views

Last post by johnpau
Mon Mar 20, 2023 8:05 pm
Where do you bank and why? 2023 Edition

Last post by lstone19 « Mon Mar 20, 2023 8:03 pm
Replies: 185
by holeintheairmattress » Sun Feb 26, 2023 3:51 pm
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185 Replies

14799 Views

Last post by lstone19
Mon Mar 20, 2023 8:03 pm
Tax quandary: Schedule K-1 box 11 code B "non-miscellaneous" excess itemized deductions

Last post by cyclist « Mon Mar 20, 2023 8:03 pm
Replies: 2
by cyclist » Mon Mar 20, 2023 1:05 pm

2 Replies

158 Views

Last post by cyclist
Mon Mar 20, 2023 8:03 pm
Would you buy a house for 615k if you were us?

Last post by Lrt12 « Mon Mar 20, 2023 7:59 pm
Replies: 12
by Lrt12 » Mon Mar 20, 2023 6:49 pm

12 Replies

710 Views

Last post by Lrt12
Mon Mar 20, 2023 7:59 pm
IBC [Infinite Banking Concept] - good, bad, ugly

Last post by Whitecap « Mon Mar 20, 2023 7:58 pm
Replies: 21
by smoothops » Sat Mar 18, 2023 11:14 pm

21 Replies

1852 Views

Last post by Whitecap
Mon Mar 20, 2023 7:58 pm
Fidelity as a one stop shop

Last post by JoMoney « Mon Mar 20, 2023 7:57 pm
Replies: 4045
by BogleMelon » Sat Dec 15, 2018 8:33 pm
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4045 Replies

567828 Views

Last post by JoMoney
Mon Mar 20, 2023 7:57 pm
Should I notify designated charity beneficiary?

Last post by prd1982 « Mon Mar 20, 2023 7:57 pm
Replies: 1
by tlveik » Mon Mar 20, 2023 7:44 pm

1 Replies

89 Views

Last post by prd1982
Mon Mar 20, 2023 7:57 pm
Growing family, should I buy a home?

Last post by Golf maniac « Mon Mar 20, 2023 7:54 pm
Replies: 29
by PNWpilot » Mon Mar 20, 2023 12:55 pm

29 Replies

1355 Views

Last post by Golf maniac
Mon Mar 20, 2023 7:54 pm
Experience using Navy Fed as a hub 'bank' - esp if using Banktivity

Last post by kpiira « Mon Mar 20, 2023 7:53 pm
Replies: 7
by Careful » Mon Mar 20, 2023 7:12 pm

7 Replies

206 Views

Last post by kpiira
Mon Mar 20, 2023 7:53 pm
Personal Finance Book Summaries

Last post by captmorgan50 « Mon Mar 20, 2023 7:52 pm

by captmorgan50 » Mon Mar 20, 2023 7:52 pm

0 Replies

46 Views

Last post by captmorgan50
Mon Mar 20, 2023 7:52 pm
First Republic line of credit - 100k @ 2.25%, any concerns?

Last post by Silk McCue « Mon Mar 20, 2023 7:40 pm
Replies: 185
by cogito » Thu Mar 04, 2021 6:48 pm
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31826 Views

Last post by Silk McCue
Mon Mar 20, 2023 7:40 pm
citi credit card fraud

Last post by Katietsu « Mon Mar 20, 2023 7:38 pm
Replies: 6
by pepperjack13 » Mon Mar 20, 2023 6:53 pm

6 Replies

411 Views

Last post by Katietsu
Mon Mar 20, 2023 7:38 pm
Solo Ager: who would you trust with your financial POA?

Last post by Fremdon Ferndock « Mon Mar 20, 2023 7:31 pm
Replies: 62
by Fremdon Ferndock » Sun Mar 19, 2023 10:46 am
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3825 Views

Last post by Fremdon Ferndock
Mon Mar 20, 2023 7:31 pm
Deluxe TurboTax and my first time dealing with Vanguard Brokerage account?

Last post by Mel Lindauer « Mon Mar 20, 2023 7:28 pm
Replies: 11
by imbogled » Mon Mar 20, 2023 12:42 pm

11 Replies

664 Views

Last post by Mel Lindauer
Mon Mar 20, 2023 7:28 pm
2022 Taxes - OLT & Form 1116 - NOT Working

Last post by dburkes « Mon Mar 20, 2023 7:12 pm
Replies: 2
by Steve_Sr. » Mon Mar 20, 2023 1:25 pm

2 Replies

183 Views

Last post by dburkes
Mon Mar 20, 2023 7:12 pm
Lifetime Income Illustration - Thrift Savings Plan

Last post by Blue456 « Mon Mar 20, 2023 7:12 pm
Replies: 2
by Jovby » Mon Mar 20, 2023 6:27 pm

2 Replies

228 Views

Last post by Blue456
Mon Mar 20, 2023 7:12 pm
ESPP transfer, sale, tax on discount?

Last post by 8301 « Mon Mar 20, 2023 7:10 pm
Replies: 2
by 8301 » Mon Mar 20, 2023 6:00 pm

2 Replies

136 Views

Last post by 8301
Mon Mar 20, 2023 7:10 pm
car insurance coverages [&] umbrella insurance

Last post by mega317 « Mon Mar 20, 2023 6:49 pm
Replies: 1
by Coco nuts » Mon Mar 20, 2023 6:06 pm

1 Replies

173 Views

Last post by mega317
Mon Mar 20, 2023 6:49 pm
MasterCard declining transactions - Card issuer shrugs

Last post by Beensabu « Mon Mar 20, 2023 6:44 pm
Replies: 43
by A. L. Breguet » Sat Mar 18, 2023 6:01 pm

43 Replies

3753 Views

Last post by Beensabu
Mon Mar 20, 2023 6:44 pm
What would you tell your elderly parent to do with more than the FDIC limit in a bank?

Last post by Careful « Mon Mar 20, 2023 6:37 pm
Replies: 26
by busdriver11 » Sun Mar 19, 2023 9:31 pm

26 Replies

2281 Views

Last post by Careful
Mon Mar 20, 2023 6:37 pm
100% 75% 50% Pension Joint and Survivor Choice

Last post by Free to Choose « Mon Mar 20, 2023 6:35 pm
Replies: 25
by Austhuds » Fri Mar 17, 2023 3:18 pm

25 Replies

1908 Views

Last post by Free to Choose
Mon Mar 20, 2023 6:35 pm
BOA Savings Account

Last post by vaylie « Mon Mar 20, 2023 6:32 pm
Replies: 59
by enviroian » Fri Mar 17, 2023 4:26 pm
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4252 Views

Last post by vaylie
Mon Mar 20, 2023 6:32 pm
Backdoor Roth IRA Mistake (Tax Question)

Last post by Duckie « Mon Mar 20, 2023 6:27 pm
Replies: 17
by kerplunk » Sun Mar 19, 2023 1:01 pm

17 Replies

1069 Views

Last post by Duckie
Mon Mar 20, 2023 6:27 pm
Reporting AmeriCorps Education Award in tax forms

Last post by toddthebod « Mon Mar 20, 2023 6:23 pm
Replies: 2
by greenman1 » Thu Mar 10, 2022 9:27 am

2 Replies

315 Views

Last post by toddthebod
Mon Mar 20, 2023 6:23 pm
Doing taxes each year is really hard, is it for you?

Last post by Katietsu « Mon Mar 20, 2023 6:15 pm
Replies: 104
by tcrez » Sun Mar 19, 2023 1:14 pm
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104 Replies

7057 Views

Last post by Katietsu
Mon Mar 20, 2023 6:15 pm
IRS form 7203 S Corp shareholders

Last post by Grebely « Mon Mar 20, 2023 6:06 pm
Replies: 2
by Grebely » Mon Mar 20, 2023 3:09 pm

2 Replies

129 Views

Last post by Grebely
Mon Mar 20, 2023 6:06 pm
529 as gift for child of niece/nephew

Last post by SnowBog « Mon Mar 20, 2023 6:05 pm
Replies: 16
by SnowBog » Wed Mar 15, 2023 8:08 pm

16 Replies

1263 Views

Last post by SnowBog
Mon Mar 20, 2023 6:05 pm
Help with my 2022 taxes -- how to handle munis in 1099 DIV?

Last post by CAsage « Mon Mar 20, 2023 6:03 pm
Replies: 4
by Aguilar » Mon Mar 20, 2023 8:48 am

4 Replies

342 Views

Last post by CAsage
Mon Mar 20, 2023 6:03 pm
Why no tax penalty for early w/d

Last post by retired recently « Mon Mar 20, 2023 6:01 pm
Replies: 32
by retired recently » Mon Mar 20, 2023 10:23 am

32 Replies

1754 Views

Last post by retired recently
Mon Mar 20, 2023 6:01 pm
401K Profit Sharing component.

Last post by peteyboy « Mon Mar 20, 2023 5:30 pm
Replies: 1
by Caliscotsman » Mon Mar 20, 2023 12:30 pm

1 Replies

139 Views

Last post by peteyboy
Mon Mar 20, 2023 5:30 pm
Bank of America/Merrill Edge - Preferred Rewards

Last post by bbrock « Mon Mar 20, 2023 5:11 pm
Replies: 4876
by navyitaly » Sun Nov 02, 2014 2:59 am
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4876 Replies

551429 Views

Last post by bbrock
Mon Mar 20, 2023 5:11 pm
Heads up - public.com says they've flubbed their 1099's [made a mistake]

Last post by compddd « Mon Mar 20, 2023 4:54 pm
Replies: 20
by robertvax » Thu Feb 23, 2023 6:03 pm

20 Replies

2440 Views

Last post by compddd
Mon Mar 20, 2023 4:54 pm
Ally Online Savings/Money Market Rate Increases

Last post by zaplunken « Mon Mar 20, 2023 4:38 pm
Replies: 642
by BogleMelon » Tue May 10, 2022 3:46 pm
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93674 Views

Last post by zaplunken
Mon Mar 20, 2023 4:38 pm
Opening a Joint investment account with a Minor

Last post by Makefile « Mon Mar 20, 2023 4:33 pm
Replies: 7
by 47Percent » Sun Mar 19, 2023 3:34 pm

7 Replies

430 Views

Last post by Makefile
Mon Mar 20, 2023 4:33 pm
Why are some car insurance companies able to offer such a better deal than others?

Last post by judge1905 « Mon Mar 20, 2023 4:32 pm

by judge1905 » Mon Mar 20, 2023 4:32 pm

0 Replies

197 Views

Last post by judge1905
Mon Mar 20, 2023 4:32 pm
Monthly Budget for Two

Last post by BizarroJerry « Mon Mar 20, 2023 4:28 pm
Replies: 29
by BizarroJerry » Mon Mar 20, 2023 8:25 am

29 Replies

1553 Views

Last post by BizarroJerry
Mon Mar 20, 2023 4:28 pm
Age and probability of needing long term care?

Last post by LadyGeek « Mon Mar 20, 2023 4:24 pm
Replies: 179
by Fremdon Ferndock » Fri Jan 20, 2023 9:05 am
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14044 Views

Last post by LadyGeek
Mon Mar 20, 2023 4:24 pm
Preventive medical testing

Last post by Misenplace « Mon Mar 20, 2023 4:08 pm
Replies: 15
by Starfalls » Mon Mar 20, 2023 2:20 pm

15 Replies

889 Views

Last post by Misenplace
Mon Mar 20, 2023 4:08 pm
final estate k1 shows a loss, how to claim?

Last post by newbh933 « Mon Mar 20, 2023 4:04 pm
Replies: 3
by jbinpa59 » Sun Mar 19, 2023 11:14 pm

3 Replies

418 Views

Last post by newbh933
Mon Mar 20, 2023 4:04 pm
When to drop full coverage insurance

Last post by vasaver « Mon Mar 20, 2023 3:47 pm
Replies: 21
by MillennialFinance19 » Mon Feb 06, 2023 6:57 pm

21 Replies

1830 Views

Last post by vasaver
Mon Mar 20, 2023 3:47 pm
Issue creating W-2 for nanny

Last post by jgalt133 « Mon Mar 20, 2023 3:44 pm
Replies: 31
by jgalt133 » Thu Jan 19, 2023 9:51 pm

31 Replies

2240 Views

Last post by jgalt133
Mon Mar 20, 2023 3:44 pm
No 1099-R for Indirect Rollover $0.41 from Roth IRA??? How to report on taxes?

Last post by need403bhelp « Mon Mar 20, 2023 3:28 pm
Replies: 5
by need403bhelp » Mon Mar 20, 2023 2:47 pm

5 Replies

242 Views

Last post by need403bhelp
Mon Mar 20, 2023 3:28 pm
Suspend Social Security for new job?

Last post by Navillus1968 « Mon Mar 20, 2023 3:16 pm
Replies: 15
by lynneny » Sun Mar 19, 2023 8:51 pm

15 Replies

1446 Views

Last post by Navillus1968
Mon Mar 20, 2023 3:16 pm
Real Estate: Offering strategy

Last post by Tavistock1 « Mon Mar 20, 2023 3:14 pm
Replies: 12
by aboose » Mon Mar 20, 2023 1:45 am

12 Replies

938 Views

Last post by Tavistock1
Mon Mar 20, 2023 3:14 pm
First Republic Mortgage - what happens to discounts?

Last post by LFKB « Mon Mar 20, 2023 3:12 pm
Replies: 11
by boglebrook » Mon Mar 20, 2023 8:55 am

11 Replies

891 Views

Last post by LFKB
Mon Mar 20, 2023 3:12 pm
Help Tax mailing problem in Kansas City

Last post by BeachPerson « Mon Mar 20, 2023 3:03 pm
Replies: 7
by BeachPerson » Sun Mar 19, 2023 2:27 pm

7 Replies

668 Views

Last post by BeachPerson
Mon Mar 20, 2023 3:03 pm
Distribution from life insurance contract

Last post by Stinky « Mon Mar 20, 2023 2:18 pm
Replies: 3
by Andy67 » Sun Mar 19, 2023 7:43 am

3 Replies

330 Views

Last post by Stinky
Mon Mar 20, 2023 2:18 pm
Collecting social security - transitioning to nonresident alien with < 40 credits but lived > 10 yrs

Last post by celia « Mon Mar 20, 2023 2:07 pm
Replies: 4
by reposetate » Mon Mar 20, 2023 12:33 pm

4 Replies

328 Views

Last post by celia
Mon Mar 20, 2023 2:07 pm

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