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

304934 Views

Last post by flgatorray
Fri Apr 13, 2012 6:37 pm
Monthly Budget for Two

Last post by akblizzard « Mon Mar 20, 2023 4:15 pm
Replies: 28
by BizarroJerry » Mon Mar 20, 2023 8:25 am

28 Replies

1346 Views

Last post by akblizzard
Mon Mar 20, 2023 4:15 pm
Opening a Joint investment account with a Minor

Last post by alex_686 « Mon Mar 20, 2023 4:13 pm
Replies: 5
by 47Percent » Sun Mar 19, 2023 3:34 pm

5 Replies

308 Views

Last post by alex_686
Mon Mar 20, 2023 4:13 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

671 Views

Last post by Misenplace
Mon Mar 20, 2023 4:08 pm
Deluxe TurboTax and my first time dealing with Vanguard Brokerage account?

Last post by imbogled « Mon Mar 20, 2023 4:06 pm
Replies: 3
by imbogled » Mon Mar 20, 2023 12:42 pm

3 Replies

227 Views

Last post by imbogled
Mon Mar 20, 2023 4:06 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

332 Views

Last post by newbh933
Mon Mar 20, 2023 4:04 pm
Why no tax penalty for early w/d

Last post by retired recently « Mon Mar 20, 2023 3:59 pm
Replies: 26
by retired recently » Mon Mar 20, 2023 10:23 am

26 Replies

1340 Views

Last post by retired recently
Mon Mar 20, 2023 3:59 pm
Backdoor Roth IRA Mistake (Tax Question)

Last post by Duckie « Mon Mar 20, 2023 3:58 pm
Replies: 15
by kerplunk » Sun Mar 19, 2023 1:01 pm

15 Replies

901 Views

Last post by Duckie
Mon Mar 20, 2023 3:58 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

1729 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

2177 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

198 Views

Last post by need403bhelp
Mon Mar 20, 2023 3:28 pm
Bank of America/Merrill Edge - Preferred Rewards

Last post by bbrock « Mon Mar 20, 2023 3:28 pm
Replies: 4874
by navyitaly » Sun Nov 02, 2014 2:59 am
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4874 Replies

551257 Views

Last post by bbrock
Mon Mar 20, 2023 3:28 pm
IRS form 7203 S Corp shareholders

Last post by MP123 « Mon Mar 20, 2023 3:21 pm
Replies: 1
by Grebely » Mon Mar 20, 2023 3:09 pm

1 Replies

67 Views

Last post by MP123
Mon Mar 20, 2023 3:21 pm
Doing taxes each year is really hard, is it for you?

Last post by WapelloHawk « Mon Mar 20, 2023 3:17 pm
Replies: 97
by tcrez » Sun Mar 19, 2023 1:14 pm
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97 Replies

6458 Views

Last post by WapelloHawk
Mon Mar 20, 2023 3:17 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

1374 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

869 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

816 Views

Last post by LFKB
Mon Mar 20, 2023 3:12 pm
Solo Ager: who would you trust with your financial POA?

Last post by cacophony « Mon Mar 20, 2023 3:08 pm
Replies: 55
by Fremdon Ferndock » Sun Mar 19, 2023 10:46 am
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55 Replies

3257 Views

Last post by cacophony
Mon Mar 20, 2023 3:08 pm
Age and probability of needing long term care?

Last post by RudyS « Mon Mar 20, 2023 3:04 pm
Replies: 179
by Fremdon Ferndock » Fri Jan 20, 2023 9:05 am
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179 Replies

13822 Views

Last post by RudyS
Mon Mar 20, 2023 3:04 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

620 Views

Last post by BeachPerson
Mon Mar 20, 2023 3:03 pm
IBC [Infinite Banking Concept] - good, bad, ugly

Last post by fyre4ce « Mon Mar 20, 2023 2:53 pm
Replies: 20
by smoothops » Sat Mar 18, 2023 11:14 pm

20 Replies

1780 Views

Last post by fyre4ce
Mon Mar 20, 2023 2:53 pm
Growing family, should I buy a home?

Last post by aristotelian « Mon Mar 20, 2023 2:44 pm
Replies: 24
by PNWpilot » Mon Mar 20, 2023 12:55 pm

24 Replies

936 Views

Last post by aristotelian
Mon Mar 20, 2023 2:44 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

304 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

285 Views

Last post by celia
Mon Mar 20, 2023 2:07 pm
Deductable IRA with no work retirement plan for part of the year

Last post by fsrph « Mon Mar 20, 2023 1:46 pm
Replies: 9
by fsrph » Mon Mar 20, 2023 11:17 am

9 Replies

343 Views

Last post by fsrph
Mon Mar 20, 2023 1:46 pm
How long did you wait for your tax refund this year?

Last post by Eurookat « Mon Mar 20, 2023 1:46 pm
Replies: 136
by Foresight2020 » Wed Mar 01, 2023 8:20 am
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136 Replies

10612 Views

Last post by Eurookat
Mon Mar 20, 2023 1:46 pm
2022 Taxes - OLT & Form 1116 - NOT Working

Last post by Steve_Sr. « Mon Mar 20, 2023 1:25 pm

by Steve_Sr. » Mon Mar 20, 2023 1:25 pm

0 Replies

60 Views

Last post by Steve_Sr.
Mon Mar 20, 2023 1:25 pm
Tax Question about deducting a new iPad

Last post by taxck33 « Mon Mar 20, 2023 1:13 pm
Replies: 1
by taxck33 » Mon Mar 13, 2023 5:51 pm

1 Replies

393 Views

Last post by taxck33
Mon Mar 20, 2023 1:13 pm
Ally Online Savings/Money Market Rate Increases

Last post by fetch5482 « Mon Mar 20, 2023 1:13 pm
Replies: 641
by BogleMelon » Tue May 10, 2022 3:46 pm
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641 Replies

93323 Views

Last post by fetch5482
Mon Mar 20, 2023 1:13 pm
Tax quandary: Schedule K-1 box 11 code B "non-miscellaneous" excess itemized deductions

Last post by cyclist « Mon Mar 20, 2023 1:05 pm

by cyclist » Mon Mar 20, 2023 1:05 pm

0 Replies

76 Views

Last post by cyclist
Mon Mar 20, 2023 1:05 pm
Better to push or pull bank transfers?

Last post by Fubs « Mon Mar 20, 2023 12:58 pm
Replies: 15
by the_wiki » Thu Mar 16, 2023 12:34 pm

15 Replies

1723 Views

Last post by Fubs
Mon Mar 20, 2023 12:58 pm
Form 8606 has me whupped

Last post by muel87 « Mon Mar 20, 2023 12:58 pm
Replies: 39
by HeelaMonster » Thu Mar 09, 2023 10:01 am

39 Replies

4573 Views

Last post by muel87
Mon Mar 20, 2023 12:58 pm
Solo 401k - Missed restatement deadline

Last post by Caliscotsman « Mon Mar 20, 2023 12:56 pm
Replies: 3
by knicolle » Mon Mar 20, 2023 10:10 am

3 Replies

166 Views

Last post by Caliscotsman
Mon Mar 20, 2023 12:56 pm
At the risk of provoking ire, could this be the 1% case? [Life insurance]

Last post by Rex66 « Mon Mar 20, 2023 12:44 pm
Replies: 32
by VanguardInvestor1972 » Sun Mar 19, 2023 5:51 pm

32 Replies

2359 Views

Last post by Rex66
Mon Mar 20, 2023 12:44 pm
Missouri Long-Term Dignity Savings Accounts - reaching out to fellow Missourians!

Last post by Jimbo213Mo « Mon Mar 20, 2023 12:41 pm
Replies: 3
by Haledom » Tue Mar 29, 2022 8:40 am

3 Replies

948 Views

Last post by Jimbo213Mo
Mon Mar 20, 2023 12:41 pm
401K Profit Sharing component.

Last post by Caliscotsman « Mon Mar 20, 2023 12:30 pm

by Caliscotsman » Mon Mar 20, 2023 12:30 pm

0 Replies

60 Views

Last post by Caliscotsman
Mon Mar 20, 2023 12:30 pm
how to report this ETF Tax ?

Last post by CAsage « Mon Mar 20, 2023 12:06 pm
Replies: 3
by techinvestor23 » Fri Mar 17, 2023 12:56 pm

3 Replies

268 Views

Last post by CAsage
Mon Mar 20, 2023 12:06 pm
Front Loading 401K

Last post by lakpr « Mon Mar 20, 2023 11:58 am
Replies: 5
by rolex4 » Sun Mar 19, 2023 2:17 pm

5 Replies

511 Views

Last post by lakpr
Mon Mar 20, 2023 11:58 am
MasterCard declining transactions - Card issuer shrugs

Last post by SmileyFace « Mon Mar 20, 2023 11:55 am
Replies: 40
by A. L. Breguet » Sat Mar 18, 2023 6:01 pm

40 Replies

3485 Views

Last post by SmileyFace
Mon Mar 20, 2023 11:55 am
Heads up - public.com says they've flubbed their 1099's [made a mistake]

Last post by CRosco « Mon Mar 20, 2023 11:30 am
Replies: 19
by robertvax » Thu Feb 23, 2023 6:03 pm

19 Replies

2328 Views

Last post by CRosco
Mon Mar 20, 2023 11:30 am
Quarterly Taxes on S Corp Distributions and IRS Penalties?

Last post by mw1739 « Mon Mar 20, 2023 11:09 am
Replies: 4
by NYCaviator » Sun Mar 19, 2023 10:35 pm

4 Replies

259 Views

Last post by mw1739
Mon Mar 20, 2023 11:09 am
Form 8606 Line 6 (recharacterization)

Last post by tashnewbie « Mon Mar 20, 2023 11:05 am
Replies: 16
by michaeld » Thu Mar 09, 2023 1:00 pm

16 Replies

955 Views

Last post by tashnewbie
Mon Mar 20, 2023 11:05 am
BOA Savings Account

Last post by anon_investor « Mon Mar 20, 2023 10:47 am
Replies: 57
by enviroian » Fri Mar 17, 2023 4:26 pm
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57 Replies

4062 Views

Last post by anon_investor
Mon Mar 20, 2023 10:47 am
529 as gift for child of niece/nephew

Last post by SRenaeP « Mon Mar 20, 2023 10:44 am
Replies: 15
by SnowBog » Wed Mar 15, 2023 8:08 pm

15 Replies

1172 Views

Last post by SRenaeP
Mon Mar 20, 2023 10:44 am
What would you tell your elderly parent to do with more than the FDIC limit in a bank?

Last post by ModifiedDuration « Mon Mar 20, 2023 10:40 am
Replies: 25
by busdriver11 » Sun Mar 19, 2023 9:31 pm

25 Replies

2083 Views

Last post by ModifiedDuration
Mon Mar 20, 2023 10:40 am
General Liability Insurance needed in Retirement Phase?

Last post by BogleLearner « Mon Mar 20, 2023 10:40 am
Replies: 12
by BogleLearner » Fri Mar 17, 2023 4:31 pm

12 Replies

1093 Views

Last post by BogleLearner
Mon Mar 20, 2023 10:40 am
Fidelity as a one stop shop

Last post by RunLong « Mon Mar 20, 2023 10:09 am
Replies: 4038
by BogleMelon » Sat Dec 15, 2018 8:33 pm
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4038 Replies

567422 Views

Last post by RunLong
Mon Mar 20, 2023 10:09 am
House Buying Question

Last post by Oddball « Mon Mar 20, 2023 10:06 am
Replies: 11
by Ready3Retire » Sun Mar 19, 2023 11:01 am

11 Replies

1070 Views

Last post by Oddball
Mon Mar 20, 2023 10:06 am
TurboTax? about entering Vanguard Intermediate Term Tax Exempt fund VWIUX

Last post by imbogled « Mon Mar 20, 2023 9:54 am
Replies: 5
by imbogled » Mon Mar 20, 2023 9:00 am

5 Replies

283 Views

Last post by imbogled
Mon Mar 20, 2023 9:54 am
Spouse’s Credit History

Last post by Jack FFR1846 « Mon Mar 20, 2023 9:53 am
Replies: 7
by slippinsurlies » Mon Mar 20, 2023 1:02 am

7 Replies

759 Views

Last post by Jack FFR1846
Mon Mar 20, 2023 9:53 am

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