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Re: Chase Bank new checking account free $200

Just checked online. The Chase Sapphire comes with 40,000 bonus points if you spend $3000 in first 3 months, which is worth $500. The points can be redeemed for "Travel Rewards" whatever that is. I assume airline tickets. Doesn't mention any cash back rewards. Cool thanks for the tip! Loo...
by Dragon Slayer
Mon Jan 28, 2013 8:45 am
 
Forum: Personal Finance (Not Investing)
Topic: Chase Bank new checking account free $200
Replies: 44
Views: 5411

Chase Bank new checking account free $200

Not sure what the right forum to post this is. The Chase banks in GA are giving $200 to people opening a new checking account. On the site it says $125 so not sure if it is different for other states. After reading the fine print all you have to do is maintain $1500 for 6 months to avoid all fees, a...
by Dragon Slayer
Sat Jan 26, 2013 11:36 pm
 
Forum: Personal Finance (Not Investing)
Topic: Chase Bank new checking account free $200
Replies: 44
Views: 5411

Re: New member portfolio help

I don't know if what you saw was for one year or not. Each fund might have a loss or a gain. For both loss and gain, it could be long term (you've held those shares more than a year) or short term (you've held those shares for less than a year). These things are taxed differently, so you want to kn...
by Dragon Slayer
Fri Sep 28, 2012 4:17 pm
 
Forum: Investing - Help with Personal Investments
Topic: New member portfolio help
Replies: 24
Views: 996

Re: New member portfolio help

I looked under tax documents (1099) for those funds. There was a section "Capital Gain Distributions
Subject to 15% Rate Gain" and a dollar amount. Would this be all I need?

Never mind I think it was only for one year.
by Dragon Slayer
Thu Sep 27, 2012 3:39 pm
 
Forum: Investing - Help with Personal Investments
Topic: New member portfolio help
Replies: 24
Views: 996

Re: New member portfolio help

Is this the same as the 4.92% cash in your taxable account? No it is not the same as the cash. You need to get rid of everything in your taxable account for two reasons. First, they are not tax-efficient (meaning you are paying taxes each year that you don't need to pay). Second, they have high exp...
by Dragon Slayer
Thu Sep 27, 2012 10:58 am
 
Forum: Investing - Help with Personal Investments
Topic: New member portfolio help
Replies: 24
Views: 996

Re: Any Virgin Mobile users?

I just switched last week from AT&T to Virgin Mobile. It was literally cheaper over a 12 month period to buy a Virgin Mobile iPhone, (Got one off eBay for $120 off) and pay the early termination fee. I'm paying $30 a month for unlimited iPhone plan vs $91 at AT&T not unlimited. Same service ...
by Dragon Slayer
Wed Sep 26, 2012 9:46 pm
 
Forum: Personal Consumer Issues
Topic: Any Virgin Mobile users?
Replies: 4
Views: 680

Re: New member portfolio help

I'll do some reading on the links guys. Like I said the 401k form work. It is my fathers company, since I am related it counts as an owner contributing. I was told that if I contribute it will become to top heavy. Literally none of our employees contribute to the 401k program (small company).
by Dragon Slayer
Tue Sep 25, 2012 1:25 pm
 
Forum: Investing - Help with Personal Investments
Topic: New member portfolio help
Replies: 24
Views: 996

Re: New member portfolio help

retiredjg wrote:
Dragon Slayer wrote:retiredjg- I cannot be involved in my employers 401k. I believe this is the only way to be involved with a 401k/403b??

This sounds like there is a 401k, but they won't let you participate. Is that what you mean?


This is correct
by Dragon Slayer
Tue Sep 25, 2012 10:48 am
 
Forum: Investing - Help with Personal Investments
Topic: New member portfolio help
Replies: 24
Views: 996

Re: New member portfolio help

Thank you every one for the replies. So many posts to quote! :D I think I edited all the original info in my OP ShowMeTheER-I think your right about selling the expensive cost funds. I didn't know if it worked out to my advantage with capital gains tax etc? They were through Suntrust bank when I was...
by Dragon Slayer
Mon Sep 24, 2012 9:42 pm
 
Forum: Investing - Help with Personal Investments
Topic: New member portfolio help
Replies: 24
Views: 996

New member portfolio help

Emergency funds: I have emergency funds covered Debt: I have zero debt Tax Filing Status:Single Tax Rate: 25% Federal, 6% State State of Residence: GA Age: 35 Desired Asset allocation: %100 stocks Desired International allocation: 25% of stocks Filing Single Other useful info My income is very stabl...
by Dragon Slayer
Mon Sep 24, 2012 8:29 am
 
Forum: Investing - Help with Personal Investments
Topic: New member portfolio help
Replies: 24
Views: 996

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