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Re: Where to get medallion signature guarantee

A Wells Fargo branch in a grocery store did mine. I do have an account with them. :beer
by Grasshopper
Fri Jan 23, 2015 4:23 pm
 
Forum: Investing - Help with Personal Investments
Topic: Where to get medallion signature guarantee
Replies: 31
Views: 2309

Re: Be careful: Turbo Tax and Foreign Tax Credit

livesoft wrote:Here is what I do: I know how much I paid in foreign taxes on my funds. I want to get that full amount back no matter what. If I don't get the full amount back, I just go back and answer the questions better until I do get the full amount back.


Well I use this method for my whole return. :beer
by Grasshopper
Mon Jan 19, 2015 5:29 pm
 
Forum: Personal Finance (Not Investing)
Topic: Be careful: Turbo Tax and Foreign Tax Credit
Replies: 13
Views: 1555

Re: Changing Passwords with 2factor authentication

bkinder wrote:
bkinder wrote:No problems here. (quicken 2012 Basic, with PC)


Then I will give it a try! Thanks!


I have 2 factor with Vanguard, but only get a message when an unrecognised computer tries to log in. Quicken 2013, using transaction downloads.
by Grasshopper
Tue Jan 13, 2015 8:14 am
 
Forum: Personal Finance (Not Investing)
Topic: Changing Passwords with 2factor authentication
Replies: 12
Views: 1429

Re: When to sell, December or January?

What year do you want to pay taxes on your withdrawal?
by Grasshopper
Mon Dec 29, 2014 7:50 am
 
Forum: Investing - Help with Personal Investments
Topic: When to sell, December or January?
Replies: 16
Views: 1609

Re: retirement spending covered by SS

Retired at 54 started SS at 62, pays for 2 nice cruises every year. :beer
by Grasshopper
Sun Dec 28, 2014 5:37 pm
 
Forum: Personal Finance (Not Investing)
Topic: retirement spending covered by SS
Replies: 34
Views: 2423

Re: Quicken 2015 for Windows - Any reviews?

I will wait for Q2013 to sunset in 2016, maybe in might get improved. :greedy Quicken user since 1995.
by Grasshopper
Sun Dec 28, 2014 5:29 pm
 
Forum: Personal Finance (Not Investing)
Topic: Quicken 2015 for Windows - Any reviews?
Replies: 99
Views: 15732

Re: "Vanguard converting mutual fund accounts to brokerage?

Yes, I see my transactions in Quicken are kinda sorta combined, but no MF and brokerage are two different account numbers. 30 year Vanguard, 10 years Flagship, lots of accounts and complicated transactions, I don't think they want to piss me off. :beer
by Grasshopper
Thu Dec 25, 2014 5:11 pm
 
Forum: Investing - Theory, News & General
Topic: "Vanguard converting mutual fund accounts to brokerage?
Replies: 300
Views: 30318

Re: POLL: What are your monthly food expenses?

$365 a person does not include, eating out, booze, pet supplies and food. Does include toiletries, minor household stuff like trash bags, dish detergent.
by Grasshopper
Thu Dec 25, 2014 8:19 am
 
Forum: Personal Finance (Not Investing)
Topic: POLL: What are your monthly food expenses?
Replies: 67
Views: 4882

Re: Botched Recharacterization?

Some bond funds threw off some LTCG and STCG this year, a couple of days ago. Check your transactions online.
by Grasshopper
Tue Dec 23, 2014 4:43 pm
 
Forum: Personal Finance (Not Investing)
Topic: Botched Recharacterization?
Replies: 22
Views: 2162

Re: new computer for wireless network

Get a usb wireless adapter and plug it into an open usb slot and lose the cable $20-30.
by Grasshopper
Mon Dec 22, 2014 2:36 pm
 
Forum: Personal Consumer Issues
Topic: new computer for wireless network
Replies: 22
Views: 1655

Re: What to do if someone is using your home address?

When I lived in Japan in a smallish city far from Tokyo, the post office would sometimes drop through my door any letters hand-addressed in non-Japanese script. Didn't matter the address. All those gaijin must know each other, right? I lived in animal house situation, the postmaster could never tel...
by Grasshopper
Sun Dec 21, 2014 4:00 pm
 
Forum: Personal Finance (Not Investing)
Topic: What to do if someone is using your home address?
Replies: 25
Views: 2897

Re: What is the best meal you've had at a restaurant?

Tijuana Taco the old store on York Rd in Baltimore. I had my first date with Ms G, there in 1979. :beer
by Grasshopper
Sat Dec 13, 2014 9:17 pm
 
Forum: Personal Consumer Issues
Topic: What is the best meal you've had at a restaurant?
Replies: 88
Views: 6948

Re: Vanguard/TurboTax purchase experience

If you have an Intuit account you can delete the auto-purchase, in fact it won't charge you without an additional OK.
by Grasshopper
Sat Dec 13, 2014 4:36 pm
 
Forum: Personal Consumer Issues
Topic: Vanguard/TurboTax purchase experience
Replies: 4
Views: 1068

Re: Poll: Your Portfolio Tax Diversification

50% taxable
45% tira
5% roth

Retired now 9 years converting tira to roth for 10 more years.
by Grasshopper
Fri Dec 12, 2014 7:58 am
 
Forum: Investing - Theory, News & General
Topic: Poll: Your Portfolio Tax Diversification
Replies: 45
Views: 2633

Re: Intuit TurboTax 2014 Basic/Deluxe $0, Premier $9.99

Got it $9.99 TurboTax Premier 2014, downloaded and working.
by Grasshopper
Sun Dec 07, 2014 2:38 pm
 
Forum: Personal Finance (Not Investing)
Topic: Intuit TurboTax 2014 Basic/Deluxe $0, Premier $9.99
Replies: 49
Views: 4160

Re: Vanguard Turbo Tax prices anounced

Flagship: Federal: Premier online $9.99 desktop $9.99 state included https://personal.vanguard.com/us/insights/taxcenter/qdi/turbotax There is a conflicting information on that page. For example: Premier download is shown as $9.99 (state included), but a few lines down it shows "State $39.99.&...
by Grasshopper
Fri Dec 05, 2014 5:27 pm
 
Forum: Personal Finance (Not Investing)
Topic: Vanguard Turbo Tax prices anounced
Replies: 88
Views: 14208

Re: Credit Card Rejection!

One good result is a free credit report if you wanted one. :beer
by Grasshopper
Fri Dec 05, 2014 4:36 pm
 
Forum: Personal Finance (Not Investing)
Topic: Credit Card Rejection!
Replies: 17
Views: 1130

Vanguard Turbo Tax prices anounced

Flagship: Federal: Premier online $9.99 desktop $9.99 state included

https://personal.vanguard.com/us/insigh ... i/turbotax
by Grasshopper
Fri Dec 05, 2014 4:30 pm
 
Forum: Personal Finance (Not Investing)
Topic: Vanguard Turbo Tax prices anounced
Replies: 88
Views: 14208

Re: Theory on eligibility to upgrade to Vanguard Brokerage a

Maybe my problem is that I've used automatic exchanges, even though none are active right now. Until I am convinced that automatic exchanges between Vanguard funds will still be available in the "upgraded" system, I'm not going to try to make the change . <Automatic withdrawal> Inactive C...
by Grasshopper
Sun Nov 30, 2014 9:46 pm
 
Forum: Investing - Theory, News & General
Topic: Theory on eligibility to upgrade to Vanguard Brokerage accou
Replies: 12
Views: 2195

Re: Discover Card - New Deal

I just was posted my $200 for spending $1K a month for 4 months from Discover. :beer
by Grasshopper
Thu Nov 27, 2014 7:56 am
 
Forum: Personal Consumer Issues
Topic: Discover Card - New Deal
Replies: 13
Views: 2069

Re: Vanguard offers login security code

Signed up, but every logon won't work with Quicken only recognised device. :oops:
by Grasshopper
Sat Nov 22, 2014 8:06 am
 
Forum: Personal Consumer Issues
Topic: Vanguard offers login security code
Replies: 124
Views: 18335

Re: Poll: Net cost of your checking account annually?

I do surveys for my bank, so after free checking, Quicken fee, I net over $200 a year. :beer beer money :mrgreen:
by Grasshopper
Wed Nov 19, 2014 5:55 pm
 
Forum: Personal Finance (Not Investing)
Topic: Poll: Net cost of your checking account annually?
Replies: 44
Views: 3816

Re: Vanguard launches new offering ... [Vanguard merchandise

Not to start the Organic VS Conventional fight, I got a Vanguard shirt made with organic cotton. :beer
by Grasshopper
Tue Nov 18, 2014 4:26 pm
 
Forum: Personal Consumer Issues
Topic: Vanguard launches new offering ... [Vanguard merchandise]
Replies: 115
Views: 15845

Re: TurboTax '14 Deluxe (Desktop) Excludes Schedule D

From Vanguards website Coming soon: TurboTax for tax year 2014 will be available in early December. Please return to this page at that time to take advantage of great discounts. The pricing information below is not reflective of 2014 pricing. TurboTax Premier for Flagship clients, price TBD. I spent...
by Grasshopper
Sat Nov 15, 2014 5:08 pm
 
Forum: Personal Finance (Not Investing)
Topic: TurboTax '14 Deluxe (Desktop) Excludes Schedule D
Replies: 203
Views: 27990

Re: Waitress giving me discount - ethical question

We were at Pizza Hut he other day, as usual we ask at the counter to please have a veggie pie for the two of us on the buffet. Well lunch was fine plenty to eat and the manager comes to our table and comps us one buffet, saying they were sorry it wasn't available sooner for us. So Mr moneybags dropp...
by Grasshopper
Sat Nov 15, 2014 4:56 pm
 
Forum: Personal Consumer Issues
Topic: Waitress giving me discount - ethical question
Replies: 62
Views: 8906

Re: Transition from Saving to Spending

You can quote me "saving is easy, spending is hard". :beer
by Grasshopper
Fri Nov 14, 2014 3:04 pm
 
Forum: Personal Finance (Not Investing)
Topic: Transition from Saving to Spending
Replies: 37
Views: 5265

Re: Planning to Retire at 55

The guys and gals at http://www.early-retirement.org might offer some advice. Lots of experienced early retires there, Ms G and I retired 9 years ago at 54/50 made it through 2007-2009 with an increasing net worth today. :beer
by Grasshopper
Thu Nov 06, 2014 8:15 am
 
Forum: Personal Finance (Not Investing)
Topic: Planning to Retire at 55
Replies: 22
Views: 3537

Re: How much capacity for a new tablet?

Nexus 7 32 gb, I have only used 18 gb and I somehow loaded all my music and photos from my laptop accidentally. :oops:
by Grasshopper
Sat Oct 18, 2014 1:55 pm
 
Forum: Personal Consumer Issues
Topic: How much capacity for a new tablet?
Replies: 8
Views: 786

Re: Cruise to Mexico

We did a Sea of Cortez trip, based near/in Loreto. It could only be called a cruise if you mean paddling a kayak from island to island is cruising. Loreto is a great old town with a great history, and lots to do. In fact come November Ms G and I are shipping out with a small ship cruise called Un-Cr...
by Grasshopper
Fri Oct 17, 2014 4:00 pm
 
Forum: Personal Consumer Issues
Topic: Cruise to Mexico
Replies: 4
Views: 567

Re: Splurge vacation recovery--Hawaii or?

countmein wrote:big island! Not much happening in Loreto, and was hit by the hurricane to boot. hawaii is so easy from the bay area...


Loreto could be a little to quiet. I haven't changed plans for a fall trip from Cabos to Loreto flying into SJD airport.
by Grasshopper
Wed Oct 08, 2014 7:45 am
 
Forum: Personal Consumer Issues
Topic: Splurge vacation recovery--Hawaii or?
Replies: 30
Views: 3126

Re: Can I use a tablet for auto navigation?

I use my Nexus 7, along with Google Maps. You will have to save the map you want to your tablet if wifi isn't available on the road.
by Grasshopper
Sun Oct 05, 2014 2:20 pm
 
Forum: Personal Consumer Issues
Topic: Can I use a tablet for auto navigation?
Replies: 9
Views: 957

Re: Oatmeal suggestions

I use organic bulk rolled oats from Sprouts, I use 1/4 cup of oats, 1/4 cup of almond milk, 2.5 oz organic frozen blueberries, 1/4 teaspoon of cinnamon, and let the whole bowl soak, while I have my coffee. An hour later good to go.
by Grasshopper
Tue Sep 30, 2014 8:18 am
 
Forum: Personal Consumer Issues
Topic: Oatmeal suggestions
Replies: 147
Views: 13411

Re: Specific Tax Lot Question

I have been taking LTCG for about 4 years, and taking some cash off the table and reinvesting a big chunk. So right now all my sells are reported to the IRS. I let Vanguard and TurboTax do all the heavy lifting. :beer
by Grasshopper
Mon Sep 29, 2014 7:25 pm
 
Forum: Investing - Help with Personal Investments
Topic: Specific Tax Lot Question
Replies: 5
Views: 343

Re: Biggest discretionary expense in retirement?

Travel 20% pets almost 12%, but the dogs take care of security around the ranch.
by Grasshopper
Mon Sep 22, 2014 8:23 pm
 
Forum: Personal Finance (Not Investing)
Topic: Biggest discretionary expense in retirement?
Replies: 29
Views: 3197

Re: Refrigerator problem

Timely, temperature was going up in my fridge over the weekend. Pulled off the freezer inside cover, yeap everything is frozen. I did this in June 2011 new defroster heater for $40 fixed it for 4 years. Pulled the heater tried to impress Ms G with my multimeter skill, but both ends came out totally ...
by Grasshopper
Mon Sep 22, 2014 8:18 pm
 
Forum: Personal Consumer Issues
Topic: Refrigerator problem
Replies: 20
Views: 1812

Re: Good hobby for a bright/obsessive 9 year old?

9 yos love creepy critters, snakes, lizards turtles, I was a bird watcher at that age received merit badges in birdwatching and reptile study.
by Grasshopper
Mon Sep 15, 2014 1:22 pm
 
Forum: Personal Consumer Issues
Topic: Good hobby for a bright/obsessive 9 year old?
Replies: 73
Views: 3475

RMD Bond Mutual Funds, and Bond duration more to lose sleep

Since holding bonds through the full duration is important especially with rising rates. What about bond funds when RMDs in tIRAs are coming up sooner than the average duration. Example Wellesley bond average duration is 6.1 and I will start RMDs from that fund in 5 years. Do I lose out somehow?
by Grasshopper
Mon Sep 15, 2014 9:47 am
 
Forum: Investing - Help with Personal Investments
Topic: RMD Bond Mutual Funds, and Bond duration more to lose sleep
Replies: 8
Views: 576

Re: Need advice on which tablet to buy

I have a Nexus 7 (2012) 32 GB, I use it for reading, checking mail away from home, casting Netflix to the boobtube, music with a Bluetooth speaker. I am pretty happy with it, I really like the interface with Google and the cloud.
by Grasshopper
Fri Sep 12, 2014 7:19 pm
 
Forum: Personal Consumer Issues
Topic: Need advice on which tablet to buy
Replies: 44
Views: 2820

Re: Problem with Quicken 2014 Backups

I am with Cut-throat here, I never have what Qkn calls a backup file. I back the Qkn file I use to a Micro disc and it is called data. I start Qkn with this file use it during the day and than back it up. I know that everything I have entered is on that file. Using Backup on Qkn you never know what ...
by Grasshopper
Thu Sep 11, 2014 4:46 pm
 
Forum: Personal Consumer Issues
Topic: Problem with Quicken 2014 Backups
Replies: 5
Views: 508

Re: Vanguard Recommending Quicken Changes

Also see this you might need to update the FI list.

http://quicken.intuit.com/support/help/ ... 82114.html
by Grasshopper
Thu Sep 11, 2014 3:42 pm
 
Forum: Personal Consumer Issues
Topic: Vanguard Recommending Quicken Changes
Replies: 62
Views: 6920

Re: Home Depot Breach - zip codes revealed

My only HD purchase was online, any clue if I was hacked. I download into Quicken daily, I logged into Discover and they made a statement about the HD attack. :oops:
by Grasshopper
Fri Sep 05, 2014 10:22 am
 
Forum: Personal Consumer Issues
Topic: Home Depot Breach - zip codes revealed
Replies: 43
Views: 6446

Re: Estimated taxes / Vanguard information . . . HELP!

I just pay estimated taxes on capital gains as I take them. Vanguard does a fine job of supplying realized CG information. I would never time a capital gain by when it was reported to the IRS. Now if you are looking for CG on mutual funds under distribution there is historical information and curren...
by Grasshopper
Wed Sep 03, 2014 10:17 pm
 
Forum: Personal Finance (Not Investing)
Topic: Estimated taxes / Vanguard information . . . HELP!
Replies: 20
Views: 1090

Re: Nipomo/Pismo/Obispo: Where to stay?

Another vote for Morro Bay.
by Grasshopper
Wed Sep 03, 2014 9:52 pm
 
Forum: Personal Consumer Issues
Topic: Nipomo/Pismo/Obispo: Where to stay?
Replies: 18
Views: 1006

Re: Estimated taxes / Vanguard information . . . HELP!

How would Vanguard know your tax bracket, statements for brokerage show estimated income, divide this by 4. :confused
by Grasshopper
Wed Sep 03, 2014 9:49 pm
 
Forum: Personal Finance (Not Investing)
Topic: Estimated taxes / Vanguard information . . . HELP!
Replies: 20
Views: 1090

Re: Suggestions for a Western States road trip?

No help, but it sounds like a great retirement trip. Enjoy.
by Grasshopper
Mon Sep 01, 2014 3:36 pm
 
Forum: Personal Consumer Issues
Topic: Suggestions for a Western States road trip?
Replies: 21
Views: 2280

Re: How similar/dissimilar should my wife's Roth IRA be to m

My wife and I use Wellesley for all our tIRA and Roth IRAs at 40% stock and 60% bonds. Our taxable account is all Total Stock and Total International. So our total portfolio is close to 50/50. A target fund would work as well for all tax free/tax advantaged accounts.
by Grasshopper
Sun Aug 31, 2014 10:03 pm
 
Forum: Investing - Help with Personal Investments
Topic: How similar/dissimilar should my wife's Roth IRA be to mine?
Replies: 13
Views: 1085

Re: Do you have class?

I only use Discover for the 5% cashback, I had not used it a lot so they offered me $200 to charge $1000 a month for 5 months. Ha ha ha, like taking candy from a baby. Switch my utilities and gas(5% back this summer). and I am mostly there. :mrgreen:
by Grasshopper
Sun Aug 31, 2014 9:53 am
 
Forum: Personal Finance (Not Investing)
Topic: Do you have class?
Replies: 15
Views: 1678

Re: Anyone used Vanguard Flagship Services With Portfolio $1

I use Vanguard Advantage, as for my rep, I use email because I like to have replies in writing. Free trades, TurboTax, and I have 2 coffee cups. :beer I wish my VA card said something like " This guy has mega bucks". or this :moneybag
by Grasshopper
Sat Aug 30, 2014 1:58 pm
 
Forum: Investing - Help with Personal Investments
Topic: Anyone used Vanguard Flagship Services With Portfolio $1M+
Replies: 41
Views: 4545

Re: Retiree Poll: Do you do any volunteer work?

Volunteer Firefighter, qualified red carded wildland at age 63 not to shabby. :beer
by Grasshopper
Fri Aug 22, 2014 10:05 pm
 
Forum: Personal Consumer Issues
Topic: Retiree Poll: Do you do any volunteer work?
Replies: 32
Views: 2690
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