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William Perry

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    Taxes 46 46 replies Tax Software 2026 StartedWilliam PerryNov 3, 2026 First replyJack HannamNov 3 LatestWilliam Perry3 days ago
    Investing 2 2 replies Investment Adviser Performance-Based Compensation StartedWilliam PerryOct 15, 2026 First replyMark CrothersOct 15 LatestWilliam Perry4 weeks ago
    Retirement 1 1 reply Claiming Age Clarity Act StartedWilliam PerryOct 2, 2026 First replyMichael1Oct 3 LatestMichael11 month ago
    Taxes 17 17 replies What to do about the new ID.me login requirement at TreasuryDirect StartedWilliam PerrySep 14, 2026 First replySenthil NathanSep 14 LatestTed Tompkins2 months ago
    Houses 8 8 replies What's your Domicile? StartedWilliam PerrySep 1, 2026 First replyJohn GoodellSep 1 LatestDrLefty2 months ago
    Taxes 28 28 replies TreasuryDirect changing login procedure to mandate ID.me later in 2026 StartedWilliam PerryAug 15, 2026 First replyRick ConnorAug 15 LatestWilliam Perry3 months ago
    Taxes 27 27 replies New in 2025 - Code Y on 1099-R box 7 for QCD's StartedWilliam PerryApr 26, 2025 First replyRCCApr 26 LatestWilliam Perry3 months ago
    Taxes 6 6 replies Frozen 2025 1040 refund and the IRS CP53E notice StartedWilliam PerryAug 19, 2026 First replyRick ConnorAug 19 LatestWilliam Perry3 months ago
    In Retirement 24 24 replies Short term and long term Social Security planning StartedWilliam PerryAug 4, 2026 First replyAugust WestAug 4 LatestWilliam Perry3 months ago
    Taxes 8 8 replies IRS Notice 2025-68 - I'm trying to understand an aspect of the new tax law StartedWilliam PerryDec 4, 2025 First replyR QuinnDec 5 LatestDan Smith4 months ago
    Happiness 7 7 replies Money & Me (Kindle version) has dropped StartedWilliam PerryMay 26, 2026 First replyDan SmithMay 26 LatestNick Politakis5 months ago
    Taxes 10 10 replies AARP tax calculator changed to 2025 StartedWilliam PerryMay 28, 2025 First replyBen RodriguezMay 28 LatestChris (baldscreen)7 months ago
    Happiness 6 6 replies Allan Roth's 2/13/26 article references Jonathan Clements StartedWilliam PerryMar 8, 2026 First replyLinda GradyMar 8 LatestAllan Roth8 months ago
    Estate Plan 11 11 replies Vanguard's Transfer on Death Plan Kit StartedWilliam PerryMar 3, 2026 First replyDavid LancasterMar 3 LatestWilliam Perry8 months ago
    Behavior 2 2 replies Trust - The reason I read HumbleDollar StartedWilliam PerryJul 28, 2024 First replyDan SmithJul 28 LatestOlin10 months ago
    Taxes 2 2 replies HSA changes that became law in the OBBBA - IRS Q/A explanation StartedWilliam PerryDec 9, 2025 First replyR QuinnDec 9 LatestChris (baldscreen)11 months ago
    Markets 3 3 replies Bogleheads 2013 post - I Bonds, CPI, and the Government Shutdown answer StartedWilliam PerryOct 2, 2025 First replyMark CrothersOct 2 LatestWilliam Perry12 months ago
    Taxes 5 5 replies Your 2026 Social Security Benefit amount StartedWilliam PerryNov 24, 2025 First replyR QuinnNov 24 LatestWilliam Perry12 months ago
    Estate Plan 1 1 reply Jonathan's obit on Legacy.com StartedWilliam PerryOct 2, 2025 First replyDavid PowellOct 2 LatestDavid PowellOct 2025
    Taxes 3 3 replies Final Secure 2.0 regulations regarding catch up contributions StartedWilliam PerrySep 15, 2025 First replyMike XavierSep 17 LatestRandy DobkinSep 2025
    Happiness 4 4 replies Peter Mallouk posts podcast #78 of Down the Middle StartedWilliam PerrySep 13, 2025 First replyCecilia BeverlySep 13 LatestDan SmithSep 2025
    Taxes 21 21 replies Tips, not TIPS StartedWilliam PerrySep 11, 2025 First replyChris (baldscreen)Sep 12 LatestDan SmithSep 2025
    Taxes 16 16 replies Tax estimation tools on Bogleheads Wiki StartedWilliam PerrySep 4, 2025 First replyRCCSep 4 LatestMark UklejaSep 2025
    Taxes 6 6 replies ID.me StartedWilliam PerryJul 16, 2025 First replyrgsclJul 16 LatestWilliam PerryJul 2025
    Taxes 13 13 replies Managing Transitions: Best Practices for When a Practitioner Passes Away StartedWilliam PerryMay 17, 2025 First replyDAN SMITHMay 17 LatestOlinMay 2025
    Taxes 18 18 replies JCX-21-25 StartedWilliam PerryMay 13, 2025 First replyChris (baldscreen)May 14 LatestRandy DobkinMay 2025
    Careers 14 14 replies EO 14249 Mandated Electronic Payments StartedWilliam PerryMay 8, 2025 First replyRCCMay 8 LatestWilliam PerryMay 2025
    Taxes 0 0 replies FAQs IRS added March 20, 2025 regarding Employee Retention Credit StartedWilliam PerryMay 5, 2025 First reply— Latest—May 2025
    Taxes 14 14 replies Kitces - Analyzing Congressional Republicans’ Budget Proposal For The 2025 TCJA Extension StartedWilliam PerryMay 1, 2025 First replyRCCMay 1 LatestAndrew ForsytheMay 2025
    Spending 2 2 replies Harriman House changes business model StartedWilliam PerryMay 2, 2025 First replyJonathan ClementsMay 2 LatestWilliam PerryMay 2025
    Estate Plan 10 10 replies Deducting Medical Expenses of a Decedent StartedWilliam PerryApr 28, 2025 First replyBill CApr 28 LatestChris (baldscreen)Apr 2025
    Taxes 26 26 replies TCJA - What to Keep, What to Toss StartedWilliam PerryApr 22, 2025 First replyWinston SmithApr 22 LatestJohn ElwayApr 2025
    Taxes 4 4 replies My Favorite Election StartedWilliam PerryApr 24, 2025