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Secure 2.0 Act Updates to RMD Timing

Last post by jimr « Tue Nov 28, 2023 8:25 am
Replies: 1
by PersonalWealthAdv » Tue Nov 28, 2023 1:34 am

1 Replies

69 Views

Last post by jimr
Tue Nov 28, 2023 8:25 am
Current dollar portfolio and current dollar expenses

Last post by jimr « Sat Oct 21, 2023 5:24 pm
Replies: 3
by whopwood » Tue Feb 02, 2016 1:17 pm

3 Replies

47922 Views

Last post by jimr
Sat Oct 21, 2023 5:24 pm
Variable Tax Rate

Last post by kleinfelter « Tue Oct 03, 2023 11:02 pm
Replies: 2
by kleinfelter » Tue Oct 03, 2023 7:34 pm

2 Replies

7048 Views

Last post by kleinfelter
Tue Oct 03, 2023 11:02 pm
how do I add a non-investment account?

Last post by StayPuft « Fri Sep 29, 2023 2:01 am
Replies: 2
by StayPuft » Tue Sep 26, 2023 2:51 am

2 Replies

37324 Views

Last post by StayPuft
Fri Sep 29, 2023 2:01 am
Latest S/W

Last post by jimr « Tue Sep 19, 2023 6:13 pm
Replies: 1
by bbb6009 » Tue Sep 19, 2023 4:11 pm

1 Replies

11752 Views

Last post by jimr
Tue Sep 19, 2023 6:13 pm
Return - Average: Is it inflation adjusted

Last post by jimr « Fri Sep 15, 2023 11:18 pm
Replies: 1
by kleinfelter » Fri Sep 15, 2023 8:46 pm

1 Replies

25695 Views

Last post by jimr
Fri Sep 15, 2023 11:18 pm
Portfolio Withdrawal Order and Sourcing

Last post by jimr « Mon Sep 04, 2023 8:25 am
Replies: 1
by Gm8VzoU8yRocC7UcWDGE » Sun Sep 03, 2023 7:27 pm

1 Replies

710 Views

Last post by jimr
Mon Sep 04, 2023 8:25 am
What's the right number for inflation and inflation standard deviation?

Last post by bbb6009 « Mon Aug 28, 2023 6:17 pm
Replies: 12
by GDK » Tue Jun 13, 2017 9:15 pm
1

2
12 Replies

18392 Views

Last post by bbb6009
Mon Aug 28, 2023 6:17 pm
Target taxable income?

Last post by jimr « Mon Aug 07, 2023 5:15 pm
Replies: 1
by qwerty3656 » Mon Aug 07, 2023 4:54 pm

1 Replies

882 Views

Last post by jimr
Mon Aug 07, 2023 5:15 pm
Seeking specificity around Flexible spending policy

Last post by jimr « Tue Jul 25, 2023 5:22 pm
Replies: 13
by ochotona » Sun Jun 18, 2023 9:33 pm
1

2
13 Replies

3630 Views

Last post by jimr
Tue Jul 25, 2023 5:22 pm
Qs on Taxes and Expenses

Last post by 2tt2tt « Wed Jul 19, 2023 2:37 pm
Replies: 2
by 2tt2tt » Wed Jul 19, 2023 9:00 am

2 Replies

877 Views

Last post by 2tt2tt
Wed Jul 19, 2023 2:37 pm
Roth Conv taxes

Last post by jwendellp « Wed Jul 12, 2023 7:39 pm
Replies: 7
by Bigtoeknee » Tue Jun 13, 2023 10:08 pm

7 Replies

1860 Views

Last post by jwendellp
Wed Jul 12, 2023 7:39 pm
Entire Portfolio Rate of Return

Last post by Fortitude « Mon May 08, 2023 7:13 pm
Replies: 8
by Fortitude » Mon May 08, 2023 3:31 pm

8 Replies

3157 Views

Last post by Fortitude
Mon May 08, 2023 7:13 pm
Here is what I find amazing...

Last post by ochotona « Sun Apr 30, 2023 10:25 am
Replies: 6
by Old Mike » Mon Apr 25, 2022 4:23 pm

6 Replies

4625 Views

Last post by ochotona
Sun Apr 30, 2023 10:25 am
Social Security case

Last post by jimr « Fri Apr 21, 2023 7:19 pm
Replies: 1
by Goodstuff » Fri Apr 21, 2023 4:17 pm

1 Replies

1507 Views

Last post by jimr
Fri Apr 21, 2023 7:19 pm
understanding "Income Tax Rate" and "Taxable Percent"

Last post by jimr « Fri Apr 07, 2023 12:45 pm
Replies: 7
by FRPJunkie » Thu Jan 19, 2023 9:08 am

7 Replies

3315 Views

Last post by jimr
Fri Apr 07, 2023 12:45 pm
FIRECALC Bob Clyatt 95% rule user just learned about the FRP

Last post by jimr « Mon Feb 06, 2023 1:09 pm
Replies: 1
by ochotona » Fri Feb 03, 2023 2:55 pm

1 Replies

1348 Views

Last post by jimr
Mon Feb 06, 2023 1:09 pm
Taxable Portfolio

Last post by jimr « Fri Feb 03, 2023 10:17 pm
Replies: 1
by PSPS » Fri Feb 03, 2023 9:31 pm

1 Replies

1204 Views

Last post by jimr
Fri Feb 03, 2023 10:17 pm
Documentation explaining how column values are derived

Last post by target2019 « Mon Jan 30, 2023 10:43 am
Replies: 2
by RonnyTease » Tue Jan 24, 2023 5:29 pm

2 Replies

1733 Views

Last post by target2019
Mon Jan 30, 2023 10:43 am
Annual Retirement Spending / Taxes / Dividends

Last post by jimr « Thu Jan 26, 2023 6:09 pm
Replies: 6
by Mxguarisce » Wed Jan 25, 2023 6:09 am

6 Replies

2030 Views

Last post by jimr
Thu Jan 26, 2023 6:09 pm
Additional tools question, specifically about Bond Portfolio Spreadsheet

Last post by Peculiar_Investor « Wed Jan 18, 2023 5:47 pm
Replies: 2
by Peculiar_Investor » Wed Jan 18, 2023 12:01 pm

2 Replies

1257 Views

Last post by Peculiar_Investor
Wed Jan 18, 2023 5:47 pm
How to add in lump sum assets later

Last post by jimr « Sun Jan 15, 2023 11:32 pm
Replies: 3
by berniek » Sun Jan 02, 2011 5:37 pm

3 Replies

9613 Views

Last post by jimr
Sun Jan 15, 2023 11:32 pm
New user Q / How Does Tax rate applies

Last post by alexazhook « Thu Dec 29, 2022 2:57 pm
Replies: 4
by goixiz » Wed Oct 28, 2020 5:16 pm

4 Replies

3283 Views

Last post by alexazhook
Thu Dec 29, 2022 2:57 pm
Investing Money I Don't Have

Last post by jimr « Wed Dec 28, 2022 1:09 pm
Replies: 1
by kleinfelter » Wed Dec 28, 2022 12:53 pm

1 Replies

1269 Views

Last post by jimr
Wed Dec 28, 2022 1:09 pm
FRP longevity

Last post by klrjaa « Thu Dec 22, 2022 12:01 pm
Replies: 3
by klrjaa » Wed Nov 16, 2022 7:45 am

3 Replies

1749 Views

Last post by klrjaa
Thu Dec 22, 2022 12:01 pm

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