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
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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

305467 Views

Last post by flgatorray
Fri Apr 13, 2012 6:37 pm
Parents' financial advisor recommends my 74 year old dad convert traditional IRA to Roth?

Last post by Lee_WSP « Sat Apr 01, 2023 1:17 pm
Replies: 33
by Macaroni2629 » Fri Mar 31, 2023 5:14 pm

33 Replies

2623 Views

Last post by Lee_WSP
Sat Apr 01, 2023 1:17 pm
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by hotelcalifornia » Sat Apr 01, 2023 1:16 pm

0 Replies

8 Views

Last post by hotelcalifornia
Sat Apr 01, 2023 1:16 pm
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by Sho » Sat Apr 01, 2023 9:42 am

17 Replies

845 Views

Last post by Watty
Sat Apr 01, 2023 1:14 pm
Tax issues for using 529 for first-year college expenses

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

13 Replies

821 Views

Last post by DIFAR31
Sat Apr 01, 2023 1:13 pm
Joint CC post-divorce

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Replies: 5
by AvoToast » Sat Apr 01, 2023 6:21 am

5 Replies

528 Views

Last post by CAsage
Sat Apr 01, 2023 1:12 pm
annuity mumbo jumbo

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

10 Replies

515 Views

Last post by bberris
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

6797 Views

Last post by AnnetteLouisan
Sat Apr 01, 2023 12:55 pm
Should I buy a $4M CA house?

Last post by Carol88888 « Sat Apr 01, 2023 12:54 pm
Replies: 118
by CletusCaddy » Sat Mar 26, 2022 8:01 pm
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118 Replies

12309 Views

Last post by Carol88888
Sat Apr 01, 2023 12:54 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

1217 Views

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

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by Brazer » Thu Mar 30, 2023 1:27 pm

49 Replies

2949 Views

Last post by minesweep
Sat Apr 01, 2023 12:34 pm
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Replies: 6330
by guitarguy » Wed May 25, 2016 10:15 am
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6330 Replies

1194808 Views

Last post by VictoriaF
Sat Apr 01, 2023 12:23 pm
Loaning 2nd car to adult kids for 5 weeks - report to insurance?

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Replies: 9
by MnD » Sat Apr 01, 2023 9:54 am

9 Replies

600 Views

Last post by enad
Sat Apr 01, 2023 12:20 pm
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by GeoMetry » Sat Apr 01, 2023 11:49 am

4 Replies

228 Views

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

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Replies: 21
by 2ball » Fri Mar 31, 2023 8:33 pm

21 Replies

1539 Views

Last post by anon_investor
Sat Apr 01, 2023 12:14 pm
Best way to track expenses? Quicken or …?

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by NYCaviator » Fri Mar 31, 2023 6:34 pm

19 Replies

1055 Views

Last post by Artful Dodger
Sat Apr 01, 2023 12:13 pm
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Last post by steve r « Sat Apr 01, 2023 12:08 pm
Replies: 55
by supersharpie » Fri Mar 31, 2023 8:37 am
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3465 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

227 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

272 Views

Last post by pshonore
Sat Apr 01, 2023 11:27 am
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Last post by prd1982 « Sat Apr 01, 2023 11:22 am
Replies: 10
by freddie2011 » Fri Mar 31, 2023 8:51 pm

10 Replies

1293 Views

Last post by prd1982
Sat Apr 01, 2023 11:22 am
Guilt Free Spending - 20 to 35 Percent of Net?

Last post by abuss368 « Sat Apr 01, 2023 11:21 am
Replies: 27
by AnnetteLouisan » Sat Apr 01, 2023 8:56 am

27 Replies

1255 Views

Last post by abuss368
Sat Apr 01, 2023 11:21 am
Sale of rental/second home?

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

1 Replies

165 Views

Last post by SuzBanyan
Sat Apr 01, 2023 11:08 am
Medicare Question

Last post by tallguy3891 « Sat Apr 01, 2023 10:59 am
Replies: 62
by Music Teacher Tim » Tue Mar 28, 2023 9:34 pm
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4787 Views

Last post by tallguy3891
Sat Apr 01, 2023 10:59 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

51 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

557 Views

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

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Replies: 5
by RustyShackleford » Mon Feb 15, 2021 1:14 pm

5 Replies

641 Views

Last post by sidneyinplanning
Sat Apr 01, 2023 10:17 am
Has anyone used Income Strategy website/software?

Last post by alife « Sat Apr 01, 2023 10:14 am
Replies: 93
by busdriver » Tue Jan 02, 2018 3:23 pm
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93 Replies

24582 Views

Last post by alife
Sat Apr 01, 2023 10:14 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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147 Replies

12172 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

168 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

3403 Views

Last post by JoMoney
Sat Apr 01, 2023 9:29 am
Want to manage my parents' retirement, signed up for CFP course

Last post by Macaroni2629 « Sat Apr 01, 2023 9:27 am
Replies: 36
by Macaroni2629 » Fri Mar 31, 2023 8:21 pm

36 Replies

2158 Views

Last post by Macaroni2629
Sat Apr 01, 2023 9:27 am
What to do-Tax Return Lost in Mail

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Replies: 1
by clcarter » Sat Apr 01, 2023 9:07 am

1 Replies

219 Views

Last post by rbd789
Sat Apr 01, 2023 9:22 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

173 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

568 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

53 Views

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

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Replies: 17
by diy60 » Thu Mar 30, 2023 3:42 pm

17 Replies

1539 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

897 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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Replies: 17
by splunk » Sun Apr 03, 2022 11:47 pm

17 Replies

2698 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

108 Views

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

Last post by TXAGBH « Sat Apr 01, 2023 7:49 am
Replies: 15
by renegade06 » Sat Mar 25, 2023 11:42 am

15 Replies

1326 Views

Last post by TXAGBH
Sat Apr 01, 2023 7:49 am
Should I re-file Form 709 with additional 529 contributions?

Last post by atchn « Sat Apr 01, 2023 7:45 am

by atchn » Sat Apr 01, 2023 7:45 am

0 Replies

69 Views

Last post by atchn
Sat Apr 01, 2023 7:45 am
Primer on Paying Taxes With a Credit Card

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Replies: 621
by whodidntante » Sun Mar 24, 2019 4:50 pm
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110030 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

1904 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

205 Views

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

Last post by Carl53 « Sat Apr 01, 2023 6:13 am
Replies: 20
by talltodd » Thu Jan 05, 2023 10:44 am

20 Replies

2057 Views

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

Last post by RobLyons « Sat Apr 01, 2023 6:12 am

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

0 Replies

118 Views

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

Last post by Cruise « Sat Apr 01, 2023 1:44 am
Replies: 17
by finetuning » Thu Mar 30, 2023 9:57 pm

17 Replies

1394 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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Replies: 21
by Charles Joseph » Thu Mar 30, 2023 4:33 pm

21 Replies

2369 Views

Last post by Joey Jo Jo Jr
Fri Mar 31, 2023 11:59 pm
End of Life Directives Based on Finances and Age?

Last post by desiderium « Fri Mar 31, 2023 11:59 pm
Replies: 3
by MrCheapo » Fri Mar 31, 2023 2:18 pm

3 Replies

504 Views

Last post by desiderium
Fri Mar 31, 2023 11:59 pm
A tale of a large deductible

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10 Replies

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Last post by Grt2bOutdoors
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