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Re: Interesting data on large IRAs

Even for someone who maximally contributed to qualifying retirement plans (both IRA and employer-based) over their entire careers, had superb investment results, and rolled everything into their IRA, it was hard for the GAO analysts to see how such high balances could have been legally accumulated ...
by LadyGeek
Sat Sep 20, 2014 9:04 pm
 
Forum: Investing - Theory, News & General
Topic: Interesting data on large IRAs
Replies: 14
Views: 1091

Re: Interesting data on large IRAs

Political comments are off-topic in this forum. I retitled the thread to remove "Romney size" IRAs. The article was triggered by Romney but does not comment on the political perspective and is factual. See: Forum Policy UNACCEPTABLE TOPICS Politics and Religion In order to avoid the inevi...
by LadyGeek
Sat Sep 20, 2014 9:04 pm
 
Forum: Investing - Theory, News & General
Topic: Interesting data on large IRAs
Replies: 14
Views: 1091

Re: Do I Really Need a Million Bucks?

This thread has run its course and is locked (not personal nor actionable). See: A reminder that non-investing general comment threads are OT - It must be personal . In other words, you must be asking about your own situation. You can also ask on behalf of someone specific, such as a family member....
by LadyGeek
Sat Sep 20, 2014 7:57 pm
 
Forum: Personal Consumer Issues
Topic: Do I Really Need a Million Bucks?
Replies: 50
Views: 2847

Re: AliBaba

I removed a number of off-topic posts related to day-trading. Please stay on-topic, which is the Alibaba IPO.

Bear in mind that opinions of the political process are also off-topic, regardless of the country under discussion.
by LadyGeek
Sat Sep 20, 2014 7:41 pm
 
Forum: Investing - Theory, News & General
Topic: AliBaba
Replies: 82
Views: 4543

Re: We have a grocery problem... [Household budget]

Discussion on the health claims of a specific diet constitutes medical advice and is off-topic. As a reminder, see: Forum Policy Medical Issues Questions on medical issues are beyond the scope of the forum. If you are looking for medical information online, I'd like to suggest you start with the Me...
by LadyGeek
Sat Sep 20, 2014 7:33 pm
 
Forum: Personal Consumer Issues
Topic: We have a grocery problem... [Household budget]
Replies: 93
Views: 5240

Re: Regular vs Roth 401k?

This thread is now in the Investing - Help with Personal Investments forum (retirement account).
by LadyGeek
Sat Sep 20, 2014 4:49 pm
 
Forum: Investing - Help with Personal Investments
Topic: Regular vs Roth 401k?
Replies: 5
Views: 347

Re: The Oracle of Buffalo....very nice article

This thread is now in the Investing - Theory, News & General forum. I received a PM. While the focus of the article is on the person, there are investment related messages here which range from "start-early, save as much as you can, stay the course" to ways to pick individual stocks.&q...
by LadyGeek
Sat Sep 20, 2014 11:54 am
 
Forum: Investing - Theory, News & General
Topic: The Oracle of Buffalo....very nice article
Replies: 7
Views: 962

Re: Trust Company Fee's

This thread is now in the Personal Finance (Not Investing) forum (trusts).
by LadyGeek
Fri Sep 19, 2014 10:03 pm
 
Forum: Personal Finance (Not Investing)
Topic: Trust Company Fee's
Replies: 12
Views: 642

Re: Any downside to this Photovoltaic deal?

This thread is now in the Personal Consumer Issues forum (solar panel).
by LadyGeek
Fri Sep 19, 2014 9:56 pm
 
Forum: Personal Consumer Issues
Topic: Any downside to this Photovoltaic deal?
Replies: 19
Views: 937

Re: [Medicare] Part D Sticker Shock

This thread is now in the Personal Finance (Not Investing) forum (insurance). I also retitled the thread.
by LadyGeek
Fri Sep 19, 2014 9:55 pm
 
Forum: Personal Finance (Not Investing)
Topic: [Medicare] Part D Sticker Shock
Replies: 17
Views: 1580

Re: AliBaba

Boglegrappler wrote:What is an EM?

See: Emerging market stocks
by LadyGeek
Fri Sep 19, 2014 9:28 pm
 
Forum: Investing - Theory, News & General
Topic: AliBaba
Replies: 82
Views: 4543

Re: VNQ dividend [Vanguard REIT - ETF]

This thread is now in the Investing - Theory, News & General forum (dividend distribution). I retitled the thread.

New investors are encouraged to read this thread: [Why did my fund suddenly drop in value?]
by LadyGeek
Fri Sep 19, 2014 9:21 pm
 
Forum: Investing - Theory, News & General
Topic: VNQ dividend [Vanguard REIT - ETF]
Replies: 4
Views: 529

Re: We have a grocery problem... [Household budget]

This thread is now in the Personal Consumer Issues forum (food budget).
by LadyGeek
Fri Sep 19, 2014 8:30 pm
 
Forum: Personal Consumer Issues
Topic: We have a grocery problem... [Household budget]
Replies: 93
Views: 5240

Re: Password Manager [Last Pass]--stolen

This thread is now in the Personal Consumer Issues forum (computer security).
by LadyGeek
Fri Sep 19, 2014 8:29 pm
 
Forum: Personal Consumer Issues
Topic: Password Manager [Last Pass]--stolen
Replies: 10
Views: 1475

Re: The Oracle of Buffalo....very nice article

Sorry, you need a subscription to view the article. However, no subscription is needed when accessing via Google. The Oracle of Buffalo - Google Search , then click on the first link. That being said, this thread has run its course and is locked (not personal nor actionable). See: A reminder...
by LadyGeek
Fri Sep 19, 2014 8:25 pm
 
Forum: Investing - Theory, News & General
Topic: The Oracle of Buffalo....very nice article
Replies: 7
Views: 962

Re: Professional gambler in unique investment situation

This thread is now in the Investing - Help with Personal Investments forum (portfolio help). alwaysonit, welcome! I highly recommend you delete the poll. The answer to your question is not statistical. A poll does not provide insight; you need reasons on why certain advice is given. Further, a poll ...
by LadyGeek
Fri Sep 19, 2014 7:45 pm
 
Forum: Investing - Help with Personal Investments
Topic: Professional gambler in unique investment situation
Replies: 7
Views: 1309

Re: Vanguard Recommending Quicken Changes

FYI - I merged TheGreyingDuke's thread into here, which is in the Personal Consumer Issues forum.
by LadyGeek
Fri Sep 19, 2014 5:15 pm
 
Forum: Personal Consumer Issues
Topic: Vanguard Recommending Quicken Changes
Replies: 51
Views: 4533

Re: A safe full of cash

This thread has run its course and is locked (not personal nor actionable). See: A reminder that non-investing general comment threads are OT - It must be personal . In other words, you must be asking about your own situation. You can also ask on behalf of someone specific, such as a family member....
by LadyGeek
Fri Sep 19, 2014 4:44 pm
 
Forum: Investing - Help with Personal Investments
Topic: A safe full of cash
Replies: 22
Views: 2981

Re: Low Gas Prices => Deals on Hybrid/Electric Cars

This thread is now in the Personal Consumer Issues forum (cars).

zeep - I removed a duplicate post.
by LadyGeek
Thu Sep 18, 2014 10:18 pm
 
Forum: Personal Consumer Issues
Topic: Low Gas Prices => Deals on Hybrid/Electric Cars
Replies: 7
Views: 664

Re: Employer stock options

This thread is now in the Investing - Help with Personal Investments forum (investment help).
by LadyGeek
Thu Sep 18, 2014 10:16 pm
 
Forum: Investing - Help with Personal Investments
Topic: Employer stock options
Replies: 7
Views: 484

Re: AliBaba

This thread is now in the Investing - Theory, News & General forum (general investing).
by LadyGeek
Thu Sep 18, 2014 10:13 pm
 
Forum: Investing - Theory, News & General
Topic: AliBaba
Replies: 82
Views: 4543

Re: Tax Preparation Cost

Good point, I corrected my post.

Yes, I completely agree. "Investment fees and expenses." are also deductible. How did I know? Because I was paying $$$ in expenses for my financial advisor to manage my accounts. I don't have those expenses any more (thanks to this forum).
by LadyGeek
Thu Sep 18, 2014 9:42 pm
 
Forum: Personal Finance (Not Investing)
Topic: Tax Preparation Cost
Replies: 19
Views: 1023

Re: What are the components of inflation?

As a reminder, economic policy discussions are off-topic. See: Forum Policy UNACCEPTABLE TOPICS Non-actionable (Trolling) Topics If readers can't do anything with the content of a topic other than argue about it, it does not belong here. Examples include: ⋅  US or world economic , politic...
by LadyGeek
Thu Sep 18, 2014 9:33 pm
 
Forum: Investing - Theory, News & General
Topic: What are the components of inflation?
Replies: 24
Views: 1005

Re: The Mega Backdoor Roth IRA

This thread is now in the Personal Finance (Not Investing) forum (retirement plan).
by LadyGeek
Thu Sep 18, 2014 9:27 pm
 
Forum: Personal Finance (Not Investing)
Topic: The Mega Backdoor Roth IRA
Replies: 144
Views: 20919

Re: 401K experts : safe harbor and mega-back door roth

This thread is now in the Personal Finance (Not Investing) forum (structuring a retirement plan).

Here's a relevant thread: The Mega Backdoor Roth IRA
by LadyGeek
Thu Sep 18, 2014 9:20 pm
 
Forum: Personal Finance (Not Investing)
Topic: 401K experts : safe harbor and mega-back door roth
Replies: 4
Views: 404

Re: Help: Inlaw's extra cash

Do your in-laws own any investments, like stocks or bonds? With $100k sitting in a checking account, I'm betting they don't. As stated earlier, just find them a nice FDIC insured CD with a good rate. grabiner also has a good suggestion. If they accept that a TIPS fund can do down, even for a short p...
by LadyGeek
Thu Sep 18, 2014 9:01 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help: Inlaw's extra cash
Replies: 8
Views: 512

Re: Tax Preparation Cost

This thread is now in the Personal Finance (Not Investing) (tax preparation costs).

Tax preparation fees are may be deductible, see: Publication 529 (2013), Miscellaneous Deductions.

Update: Clarified statement, see livesoft's post below.
by LadyGeek
Thu Sep 18, 2014 8:54 pm
 
Forum: Personal Finance (Not Investing)
Topic: Tax Preparation Cost
Replies: 19
Views: 1023

Re: [Why did my fund suddenly drop in value?]

I merged john94549's thread into here to keep all the info in one spot. Also, the thread title of "Yes, It's Dividend Time" is the answer; new investors don't know the question.

From the wiki: Why did my fund price suddenly drop in value?
by LadyGeek
Thu Sep 18, 2014 8:42 pm
 
Forum: Investing - Theory, News & General
Topic: [Why did my fund suddenly drop in value?]
Replies: 84
Views: 7147

Re: What Movie Have You Recently Watched?

The Quick and The Dead , with Sharon Stone, Gene Hackman, and Russell Crowe. BTW, Leonardo DiCaprio plays a part here. If you've watched any of the classic westerns like The Good, the Bad, and the Ugly ; you want to watch this movie. Women should especially watch this; Sharon Stone is a good role m...
by LadyGeek
Thu Sep 18, 2014 7:56 pm
 
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 105
Views: 4396

Re: Acura RDX - test drove it again and it's about off my li

The prior thread is here: 2015 Volvo XC-60 vs. Acura RDX What is your definition of "upscale"? If it's only isolation from road feel and outside sound, I think your definition is too narrow. To me, "upscale" means performance (handling), and fit and finish (build quality). You sh...
by LadyGeek
Thu Sep 18, 2014 7:45 pm
 
Forum: Personal Consumer Issues
Topic: Acura RDX - test drove it again and it's about off my list
Replies: 23
Views: 2368

Re: Any success stories of ppl who never made >$50,000?

This thread has run its course and is locked (not personal nor actionable). See: A reminder that non-investing general comment threads are OT - It must be personal . In other words, you must be asking about your own situation. You can also ask on behalf of someone specific, such as a family member....
by LadyGeek
Thu Sep 18, 2014 5:06 pm
 
Forum: Personal Finance (Not Investing)
Topic: Any success stories of ppl who never made >$50,000?
Replies: 149
Views: 9789

Re: Amount to set aside for Special Needs Trust

This thread is now in the Personal Finance (Not Investing) forum (trust).
by LadyGeek
Thu Sep 18, 2014 4:03 pm
 
Forum: Personal Finance (Not Investing)
Topic: Amount to set aside for Special Needs Trust
Replies: 10
Views: 809

Re: Make Link show as title instead of URL?

Let me emphasize what Peculiar_Investor is pointing to: Subject: Linking wiki articles into forum posts These add-ons are very useful for any type of web page. I use Make Link :: Add-ons for Firefox . For example: - http://www.bogleheads.org/wiki/Principles_of_Tax-Efficient_Fund_Placement becomes Pr...
by LadyGeek
Wed Sep 17, 2014 10:03 pm
 
Forum: Forum Issues and Administration
Topic: Make Link show as title instead of URL?
Replies: 5
Views: 308

Re: Owners Title Insurance - Optional

This should eliminate your confusion: Understanding Title Insurance . This is from the MN Department of Commerce, which is where you're looking. From HUD: Securing Title Services From a website sponsored by the title insurance companies: Why You Need Title Insurance Note the difference of approach. ...
by LadyGeek
Wed Sep 17, 2014 8:17 pm
 
Forum: Personal Finance (Not Investing)
Topic: Owners Title Insurance - Optional
Replies: 3
Views: 471

Re: Should I step in to help my in law pay off credit card d

The OP has edited the first post. -- Having gotten feedback I think we'll just pay it off for her. She generally lives within her means but relies on us for additional supplement from time to time. I think this is one of the times we just have to bite the bullet. Thanks again We're now discussing et...
by LadyGeek
Wed Sep 17, 2014 5:00 pm
 
Forum: Personal Finance (Not Investing)
Topic: Should I step in to help my in law pay off credit card debt
Replies: 31
Views: 2587

Re: Rental property with in-laws: please help!

I will find someone new to look at our taxes and see if we can add in depreciation for prior years and make any other appropriate adjustments (don't think I will go back to the same company since it sounds as though it should have been done in the first place). Are there any threads on how to find ...
by LadyGeek
Wed Sep 17, 2014 4:45 pm
 
Forum: Personal Finance (Not Investing)
Topic: Rental property with in-laws: please help!
Replies: 128
Views: 7630

Re: I/EE Bonds Nov Rates and 2015 401K Limits?

FYI - I merged crowd79's thread into here.
by LadyGeek
Tue Sep 16, 2014 10:35 pm
 
Forum: Personal Finance (Not Investing)
Topic: I/EE Bonds Nov Rates and 2015 401K Limits?
Replies: 20
Views: 2310

Re: Vanguard's Website - Bad, or just me?

... so there could be some pretty ugly tax consequences of an easy-to-use rebalancing tool. Imagine the howls of protest if somebody clicks some percentages to rebalance and then gets a 1099 for the transaction. Excellent point. My employer's 401(k) plan has a rebalancing tool. However, it's within...
by LadyGeek
Tue Sep 16, 2014 10:19 pm
 
Forum: Personal Consumer Issues
Topic: Vanguard's Website - Bad, or just me?
Replies: 36
Views: 2306

Re: BEWARE - Phony IRS call from 202-750-1631

This is indeed a scam. Here's some helpful info direct from the IRS:

- IRS Repeats Warning about Phone Scams (Aug. 13, 2014)

- Scam Phone Calls Continue; IRS Identifies Five Easy Ways to Spot Suspicious Calls (Aug. 28, 2014)
by LadyGeek
Tue Sep 16, 2014 10:15 pm
 
Forum: Personal Consumer Issues
Topic: BEWARE - Phony IRS call from 202-750-1631
Replies: 16
Views: 1692

Re: Vanguard's Website - Bad, or just me?

Is your main concern about Vanguard's lack of built-in rebalancing? I took the opposite approach - Frustrated by a lack of website functionality (I called them about it, was not gonna happen), I wrote a spreadsheet to take care of the details. It's in the wiki: Rebalancing Direct link: Rebalancing s...
by LadyGeek
Tue Sep 16, 2014 9:48 pm
 
Forum: Personal Consumer Issues
Topic: Vanguard's Website - Bad, or just me?
Replies: 36
Views: 2306

Re: Vanguard's Website - Bad, or just me?

This thread is now in the Personal Consumer Issues forum (website design). As JamesSFO states, you're not the first: vanguard bad website design site:www.bogleheads.org - Google Search To keep the discussion focused (and personally actionable: A reminder that non-investing general comment threads ar...
by LadyGeek
Tue Sep 16, 2014 9:25 pm
 
Forum: Personal Consumer Issues
Topic: Vanguard's Website - Bad, or just me?
Replies: 36
Views: 2306

Re: Vanguard on International Bonds

FYI - I merged gkaplan's and am's threads together. The forum software sorts by time; gkaplan is the earliest post.
by LadyGeek
Tue Sep 16, 2014 9:02 pm
 
Forum: Investing - Theory, News & General
Topic: Vanguard on International Bonds
Replies: 5
Views: 468

Re: Could someone explain this bond fund's maturity measures

Good eye. When in doubt, go right to the source: PIMCO Income Fund D (PONDX) Click on Portfolio and look at the "Maturity %" for Class D. The numbers make sense. I have no idea why the Morningstar table is so different. Always pay attention to the date. Morningstar is using numbers from 3/...
by LadyGeek
Tue Sep 16, 2014 8:06 pm
 
Forum: Investing - Theory, News & General
Topic: Could someone explain this bond fund's maturity measures
Replies: 6
Views: 355

Re: RRSP withdrawl or convert to 401k

Welcome! May I suggest you ask the same question in our sister Canadian forum Financial Wisdom Forum ? You'll get expert advice, as they deal with cross-border issues all the time. The best advice usually comes from your home country forum. They have an excellent wiki. This might be of interest: Cro...
by LadyGeek
Tue Sep 16, 2014 7:44 pm
 
Forum: Investing - Help with Personal Investments
Topic: RRSP withdrawal or convert to 401k
Replies: 5
Views: 214

Re: Trip to Greece

This thread is now in the Personal Consumer Issues forum (travel).
by LadyGeek
Tue Sep 16, 2014 4:28 pm
 
Forum: Personal Consumer Issues
Topic: Trip to Greece
Replies: 10
Views: 699

Re: Help with a large business decision

Is it time to update your long-term business plan? Reading between the lines I see: ⋅ Do you need disability insurance? If you get sick or injured, what happens to your income and health benefits, including those of your employees? ⋅ Are you concerned with maintaining a long-term...
by LadyGeek
Mon Sep 15, 2014 10:33 pm
 
Forum: Personal Finance (Not Investing)
Topic: Help with a large business decision [capital expenditure]
Replies: 36
Views: 1393

Re: CalPERS Eliminates Hedge Fund Program

^^^ FYI - I merged Tony_L's thread into here.
by LadyGeek
Mon Sep 15, 2014 10:18 pm
 
Forum: Investing - Theory, News & General
Topic: CalPERS Eliminates Hedge Fund Program
Replies: 44
Views: 2838

Re: What Book Are You Currently Reading? Part V

Emergence , by David R. Palmer. Lord Kalvan of the Otherwhen , by H. Beam Piper. An interesting alternative universe which happens on my home turf - central Pennsylvania. Roland F Green wrote a sequel ' Great Kings War' . Very good if you like military historical stuff. There was a third one, but I...
by LadyGeek
Mon Sep 15, 2014 10:15 pm
 
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part V
Replies: 3362
Views: 1152535

Re: Any FRANCHISE owners here?

This thread is now in the Personal Finance (Not Investing) forum (owning a business).
by LadyGeek
Mon Sep 15, 2014 9:54 pm
 
Forum: Personal Finance (Not Investing)
Topic: Any FRANCHISE owners here?
Replies: 30
Views: 3250

Re: Rental property with in-laws: please help!

I removed an off-topic remark and replies to that remark. As a reminder, see: Forum Policy We expect this forum to be a place where people can feel comfortable asking questions and where debates and discussions are conducted in civil tones. Attacks on individuals, insults, name calling, trolling, b...
by LadyGeek
Mon Sep 15, 2014 9:35 pm
 
Forum: Personal Finance (Not Investing)
Topic: Rental property with in-laws: please help!
Replies: 128
Views: 7630
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