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

304929 Views

Last post by flgatorray
Fri Apr 13, 2012 6:37 pm
Doing taxes each year is really hard, is it for you?

Last post by abc132 « Mon Mar 20, 2023 1:40 pm
Replies: 92
by tcrez » Sun Mar 19, 2023 1:14 pm
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92 Replies

5996 Views

Last post by abc132
Mon Mar 20, 2023 1:40 pm
Growing family, should I buy a home?

Last post by KlangFool « Mon Mar 20, 2023 1:38 pm
Replies: 13
by PNWpilot » Mon Mar 20, 2023 12:55 pm

13 Replies

420 Views

Last post by KlangFool
Mon Mar 20, 2023 1:38 pm
Deductable IRA with no work retirement plan for part of the year

Last post by retiredjg « Mon Mar 20, 2023 1:36 pm
Replies: 7
by fsrph » Mon Mar 20, 2023 11:17 am

7 Replies

243 Views

Last post by retiredjg
Mon Mar 20, 2023 1:36 pm
Why no tax penalty for early w/d

Last post by David S « Mon Mar 20, 2023 1:35 pm
Replies: 9
by retired recently » Mon Mar 20, 2023 10:23 am

9 Replies

613 Views

Last post by David S
Mon Mar 20, 2023 1:35 pm
When to drop full coverage insurance

Last post by lakpr « Mon Mar 20, 2023 1:33 pm
Replies: 18
by MillennialFinance19 » Mon Feb 06, 2023 6:57 pm

18 Replies

1520 Views

Last post by lakpr
Mon Mar 20, 2023 1:33 pm
Suspend Social Security for new job?

Last post by Artsdoctor « Mon Mar 20, 2023 1:31 pm
Replies: 14
by lynneny » Sun Mar 19, 2023 8:51 pm

14 Replies

1220 Views

Last post by Artsdoctor
Mon Mar 20, 2023 1:31 pm
Collecting social security - transitioning to nonresident alien with < 40 credits but lived > 10 yrs

Last post by Mike Scott « Mon Mar 20, 2023 1:27 pm
Replies: 3
by reposetate » Mon Mar 20, 2023 12:33 pm

3 Replies

154 Views

Last post by Mike Scott
Mon Mar 20, 2023 1:27 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

27 Views

Last post by Steve_Sr.
Mon Mar 20, 2023 1:25 pm
Opening a Joint investment account with a Minor

Last post by NateH « Mon Mar 20, 2023 1:17 pm
Replies: 1
by 47Percent » Sun Mar 19, 2023 3:34 pm

1 Replies

145 Views

Last post by NateH
Mon Mar 20, 2023 1:17 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

324 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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93198 Views

Last post by fetch5482
Mon Mar 20, 2023 1:13 pm
Help Tax mailing problem in Kansas City

Last post by Duckinator « Mon Mar 20, 2023 1:10 pm
Replies: 5
by BeachPerson » Sun Mar 19, 2023 2:27 pm

5 Replies

483 Views

Last post by Duckinator
Mon Mar 20, 2023 1:10 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

47 Views

Last post by cyclist
Mon Mar 20, 2023 1:05 pm
Solo Ager: who would you trust with your financial POA?

Last post by Ranunculus « Mon Mar 20, 2023 1:03 pm
Replies: 49
by Fremdon Ferndock » Sun Mar 19, 2023 10:46 am

49 Replies

2922 Views

Last post by Ranunculus
Mon Mar 20, 2023 1:03 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

1648 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

4526 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

136 Views

Last post by Caliscotsman
Mon Mar 20, 2023 12:56 pm
Monthly Budget for Two

Last post by Dregob « Mon Mar 20, 2023 12:55 pm
Replies: 26
by BizarroJerry » Mon Mar 20, 2023 8:25 am

26 Replies

1190 Views

Last post by Dregob
Mon Mar 20, 2023 12:55 pm
Distribution from life insurance contract

Last post by Andy67 « Mon Mar 20, 2023 12:51 pm
Replies: 2
by Andy67 » Sun Mar 19, 2023 7:43 am

2 Replies

204 Views

Last post by Andy67
Mon Mar 20, 2023 12:51 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

2301 Views

Last post by Rex66
Mon Mar 20, 2023 12:44 pm
How long did you wait for your tax refund this year?

Last post by clip651 « Mon Mar 20, 2023 12:43 pm
Replies: 135
by Foresight2020 » Wed Mar 01, 2023 8:20 am
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135 Replies

10507 Views

Last post by clip651
Mon Mar 20, 2023 12:43 pm
Deluxe TurboTax and my first time dealing with Vanguard Brokerage account?

Last post by imbogled « Mon Mar 20, 2023 12:42 pm

by imbogled » Mon Mar 20, 2023 12:42 pm

0 Replies

81 Views

Last post by imbogled
Mon Mar 20, 2023 12:42 pm
Backdoor Roth IRA Mistake (Tax Question)

Last post by life in slices « Mon Mar 20, 2023 12:42 pm
Replies: 13
by kerplunk » Sun Mar 19, 2023 1:01 pm

13 Replies

796 Views

Last post by life in slices
Mon Mar 20, 2023 12:42 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

932 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

52 Views

Last post by Caliscotsman
Mon Mar 20, 2023 12:30 pm
Age and probability of needing long term care?

Last post by WoW2012 « Mon Mar 20, 2023 12:15 pm
Replies: 175
by Fremdon Ferndock » Fri Jan 20, 2023 9:05 am
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175 Replies

13648 Views

Last post by WoW2012
Mon Mar 20, 2023 12:15 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

251 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

480 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

3451 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

2310 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

251 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

948 Views

Last post by tashnewbie
Mon Mar 20, 2023 11:05 am
IBC [Infinite Banking Concept] - good, bad, ugly

Last post by Rex66 « Mon Mar 20, 2023 10:50 am
Replies: 19
by smoothops » Sat Mar 18, 2023 11:14 pm

19 Replies

1691 Views

Last post by Rex66
Mon Mar 20, 2023 10:50 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

4037 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

1158 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

2037 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

1076 Views

Last post by BogleLearner
Mon Mar 20, 2023 10:40 am
First Republic Mortgage - what happens to discounts?

Last post by aerofreaky11 « Mon Mar 20, 2023 10:22 am
Replies: 6
by boglebrook » Mon Mar 20, 2023 8:55 am

6 Replies

464 Views

Last post by aerofreaky11
Mon Mar 20, 2023 10:22 am
Real Estate: Offering strategy

Last post by Tavistock1 « Mon Mar 20, 2023 10:12 am
Replies: 12
by aboose » Mon Mar 20, 2023 1:45 am

12 Replies

688 Views

Last post by Tavistock1
Mon Mar 20, 2023 10:12 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

567372 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

1038 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

255 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

733 Views

Last post by Jack FFR1846
Mon Mar 20, 2023 9:53 am
I'm a FSBO seller, how to deal with low appraisal?

Last post by smitcat « Mon Mar 20, 2023 9:43 am
Replies: 28
by NickH33 » Tue Mar 14, 2023 6:33 pm

28 Replies

3262 Views

Last post by smitcat
Mon Mar 20, 2023 9:43 am
final estate k1 shows a loss, how to claim?

Last post by jbinpa59 « Mon Mar 20, 2023 9:27 am
Replies: 2
by jbinpa59 » Sun Mar 19, 2023 11:14 pm

2 Replies

279 Views

Last post by jbinpa59
Mon Mar 20, 2023 9:27 am
Help with my 2022 taxes -- how to handle munis in 1099 DIV?

Last post by rkhusky « Mon Mar 20, 2023 9:18 am
Replies: 1
by Aguilar » Mon Mar 20, 2023 8:48 am

1 Replies

147 Views

Last post by rkhusky
Mon Mar 20, 2023 9:18 am
Understanding an Inherited IRA (Traditional) under the Secure Act

Last post by Navillus1968 « Mon Mar 20, 2023 9:13 am
Replies: 8
by A440 » Sun Mar 19, 2023 4:02 pm

8 Replies

705 Views

Last post by Navillus1968
Mon Mar 20, 2023 9:13 am
Primer on Paying Taxes With a Credit Card

Last post by Leesbro63 « Mon Mar 20, 2023 8:54 am
Replies: 601
by whodidntante » Sun Mar 24, 2019 4:50 pm
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601 Replies

107182 Views

Last post by Leesbro63
Mon Mar 20, 2023 8:54 am
Dividend tax rate calculation issue [FreeTaxUSA]

Last post by indio22 « Mon Mar 20, 2023 8:52 am
Replies: 5
by indio22 » Mon Mar 20, 2023 1:14 am

5 Replies

262 Views

Last post by indio22
Mon Mar 20, 2023 8:52 am

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