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Re: SS Delay Question

This thread is now in the Personal Finance (Not Investing) forum (Social Security).
by LadyGeek
Wed Dec 17, 2014 10:57 pm
 
Forum: Personal Finance (Not Investing)
Topic: SS Delay Question
Replies: 10
Views: 818

Re: How can I transition to 3-funds?

allroads wrote:...US Stock Fund, which I own: FSKAX with .05%ER

I updated my prior post with this info. You've previously stated that you own FSTVX, which appears to be in conflict with FSKAX "which I own".

What did I miss?
by LadyGeek
Wed Dec 17, 2014 10:55 pm
 
Forum: Investing - Help with Personal Investments
Topic: How can I transition to 3-funds?
Replies: 21
Views: 626

Re: White Coat Investor in Forbes

livesoft wrote:Do doctors ever have their photograph taken without a stethoscope?

No. Jim Dahle

(Congrats, EmergDoc!)
by LadyGeek
Wed Dec 17, 2014 10:39 pm
 
Forum: Investing - Theory, News & General
Topic: White Coat Investor in Forbes
Replies: 20
Views: 3459

Re: What desktop should I buy.

...Actually, the problem is not with my wireless router but the laptop's wirless button. When the laptop is started, it is red and takes several re-boots before it turns blue....and once it turns blue, it easily picks up the internet. And when the laptop is in idle mode or not used for a while, the...
by LadyGeek
Wed Dec 17, 2014 10:13 pm
 
Forum: Personal Consumer Issues
Topic: What desktop should I buy.
Replies: 34
Views: 1768

Re: TLH and Potential Wash Sale [Tax Loss Harvesting]

You're welcome.

If you've recently gotten an inheritance, this wiki article might be of interest: Managing a windfall
by LadyGeek
Wed Dec 17, 2014 10:01 pm
 
Forum: Investing - Help with Personal Investments
Topic: TLH and Potential Wash Sale [Tax Loss Harvesting]
Replies: 7
Views: 453

Re: How can I transition to 3-funds?

Thank you for your help. I hope I answered the questions needed in the original post. Yes, but it's a bit confusing to piece the info together. I took a stab at it. Now, we can easily see what's going on. (Updated from posts below.) ================================================== Single (engaged...
by LadyGeek
Wed Dec 17, 2014 9:04 pm
 
Forum: Investing - Help with Personal Investments
Topic: How can I transition to 3-funds?
Replies: 21
Views: 626

Re: How can I transition to 3-funds?

allroads, welcome! To get you pointed in the right direction, can you please provide your information in this format? Asking Portfolio Questions The format will give us the information we need to answer your questions while making you think about the "big picture". (This is what Taylor Lar...
by LadyGeek
Wed Dec 17, 2014 8:11 pm
 
Forum: Investing - Help with Personal Investments
Topic: How can I transition to 3-funds?
Replies: 21
Views: 626

Re: How to create a company

This thread is now in the Personal Finance (Not Investing) forum (starting a business).
by LadyGeek
Wed Dec 17, 2014 5:00 pm
 
Forum: Personal Finance (Not Investing)
Topic: How to create a company
Replies: 2
Views: 424

Re: Does it matter where you refill an RX.....

This thread is now in the Personal Consumer Issues forum (prescription costs).
by LadyGeek
Wed Dec 17, 2014 4:56 pm
 
Forum: Personal Consumer Issues
Topic: Does it matter where you refill an RX.....
Replies: 4
Views: 753

Re: When to discuss finances with teens/young adults

Please stay on-topic, which is when to discuss finances with teens and young adults.

Socio-economic status is off-topic.
by LadyGeek
Wed Dec 17, 2014 4:51 pm
 
Forum: Personal Finance (Not Investing)
Topic: When to discuss finances with teens/young adults
Replies: 24
Views: 1600

Re: U.S. stocks in freefall

Please stay on topic, which is tracking the US stock market.

Comments related to the recent meeting of the US Fed are off-topic (political).
by LadyGeek
Wed Dec 17, 2014 4:43 pm
 
Forum: Investing - Theory, News & General
Topic: U.S. stocks in freefall
Replies: 1038
Views: 181995

Re: Better inflation-indexed guaranteed options?

We're straying into a discussion of economic policy, public debt, and some hints of government default - all of which are off-topic.

Please stay on-topic, which is selecting investments to hedge against inflation.
by LadyGeek
Wed Dec 17, 2014 4:33 pm
 
Forum: Investing - Theory, News & General
Topic: Better inflation-indexed guaranteed options?
Replies: 31
Views: 2251

Re: Can I do a *Roth 401k* to *Roth IRA* Rollover?

Meg77 wrote:... Look up "Mega backdoor Roth IRA" on this forum for lots of discussion. The loopholes for high income folks to get into Roth IRAs are quite large.

Here's the thread: The Mega Backdoor Roth IRA
by LadyGeek
Wed Dec 17, 2014 4:15 pm
 
Forum: Personal Finance (Not Investing)
Topic: Can I do a *Roth 401k* to *Roth IRA* Rollover?
Replies: 6
Views: 555

Re: TLH and Potential Wash Sale

Here's the wiki article: Wash sale The actual benefits of their tax loss harvesting methods are unclear and are discussed in this forum. Here's a recent thread: My 30-day trial experience with Betterment (You can also search the forum for more threads.) If you're not happy, why not try managing your...
by LadyGeek
Tue Dec 16, 2014 11:09 pm
 
Forum: Investing - Help with Personal Investments
Topic: TLH and Potential Wash Sale [Tax Loss Harvesting]
Replies: 7
Views: 453

Re: What's your withdrawl rate for 2014?

This thread is now in the Personal Finance (Not Investing) forum (withdrawal rate). I also fixed a typo in the title ("withdrawl").
by LadyGeek
Tue Dec 16, 2014 10:27 pm
 
Forum: Personal Finance (Not Investing)
Topic: What's your withdrawal rate for 2014?
Replies: 21
Views: 1576

Re: Selling Vehicle of Deceased

This could be an easy solution. Call a notary and tags place in Iowa and ask. Pick one that's near the location where you'll be selling the car. This is their business - they know the laws very well. My Dad passed away earlier thie year. In PA, all my Mom needed was a death certificate to transfer t...
by LadyGeek
Tue Dec 16, 2014 10:12 pm
 
Forum: Personal Finance (Not Investing)
Topic: Selling Vehicle of Deceased
Replies: 26
Views: 1858

Re: Any negative outlooks on healthcare industry's future

Please stay focused on investing. We're straying into opinions of the health care system and the cost of health care.
by LadyGeek
Tue Dec 16, 2014 9:00 pm
 
Forum: Investing - Theory, News & General
Topic: Any negative outlooks on healthcare industry's future
Replies: 31
Views: 1541

Re: Can I do a *Roth 401k* to *Roth IRA* Rollover?

This thread is now in the Personal Finance (Not Investing) (rollover retirement plans). There's no need for Mr. Google, it's in the wiki: IRA rollovers and transfers Your answer is in the bottom left corner of the rollover chart. The definitive source for IRA information is Publication 590 (2013), I...
by LadyGeek
Tue Dec 16, 2014 8:45 pm
 
Forum: Personal Finance (Not Investing)
Topic: Can I do a *Roth 401k* to *Roth IRA* Rollover?
Replies: 6
Views: 555

Re: Any negative outlooks on healthcare industry's future

Please stay focused on the investing aspects.

We're discussing investing by sector, which is also covered in: Energy sector

Here's the Bogleheads philosophy: Diversify
by LadyGeek
Tue Dec 16, 2014 7:37 pm
 
Forum: Investing - Theory, News & General
Topic: Any negative outlooks on healthcare industry's future
Replies: 31
Views: 1541

Re: Energy sector

This thread is now in the Investing - Theory, News & General (sector investing).

Also see: Any negative outlooks on healthcare industry's future

Here's the Bogleheads philosophy: Diversify
by LadyGeek
Tue Dec 16, 2014 7:35 pm
 
Forum: Investing - Theory, News & General
Topic: Energy sector
Replies: 55
Views: 4119

Re: The Mega Backdoor Roth IRA

ddurrett896 is now merged into here, which is in the Personal Finance (Not Investing) forum (IRA).

Also see: IRS Relents! Notice 2014-54 permits Basis Isolation
by LadyGeek
Tue Dec 16, 2014 5:56 pm
 
Forum: Personal Finance (Not Investing)
Topic: The Mega Backdoor Roth IRA
Replies: 205
Views: 34053

Re: The Mega Backdoor Roth IRA

FYI - I merged richard37's thread into here.
by LadyGeek
Tue Dec 16, 2014 5:16 pm
 
Forum: Personal Finance (Not Investing)
Topic: The Mega Backdoor Roth IRA
Replies: 205
Views: 34053

Re: Dilbert: Everything you need to know

Dilbert is on a roll! http://dilbert.com/strips/comic/2014-12-16/ Here's the image, which is an embedded link directly to the site: http://dilbert.com/dyn/str_strip/000000000/00000000/0000000/200000/30000/5000/100/235195/235195.strip.gif Source: Dilbert comic strip for 12/16/2014 from the official ...
by LadyGeek
Tue Dec 16, 2014 5:03 pm
 
Forum: Investing - Theory, News & General
Topic: Dilbert: Everything you need to know
Replies: 20
Views: 2913

Re: Should I buy house with a crack?

This thread is now in the Personal Consumer Issues forum (buying a home).
by LadyGeek
Mon Dec 15, 2014 10:55 pm
 
Forum: Personal Consumer Issues
Topic: Should I buy house with a crack?
Replies: 29
Views: 2983

Re: How do you figure out the best location to buy a house?

This thread is now in the Personal Consumer Issues forum (buying a house).
by LadyGeek
Mon Dec 15, 2014 9:46 pm
 
Forum: Personal Consumer Issues
Topic: How do you figure out the best location to buy a house?
Replies: 40
Views: 2581

Re: Is total return investing right for me? [European invest

You may be interested in this wiki article: EU investing

It doesn't answer your question directly, but it might contain be some helpful advice.

I retitled your thread to attract the attention of our EU experts.
by LadyGeek
Mon Dec 15, 2014 9:45 pm
 
Forum: Investing - Help with Personal Investments
Topic: Is total return investing right for me? [European investor]
Replies: 5
Views: 578

Re: "Vanguard converting mutual fund accounts to brokerage?

I merged stephenshearon's thread into here, which is in the Investing - Theory, News & General forum (general investing). Welcome!
by LadyGeek
Mon Dec 15, 2014 9:07 pm
 
Forum: Investing - Theory, News & General
Topic: "Vanguard converting mutual fund accounts to brokerage?
Replies: 246
Views: 15537

Re: Dilbert: Everything you need to know

Is there a copyright issue to post the image like this? I was considering using it on my blog, but thought I probably ought to have permission to do so. Great strip either way. Excellent question.* Take a close look at the image link itself: [ing]http://www.dilbert.com/dyn/str_strip/000000000/00000...
by LadyGeek
Mon Dec 15, 2014 8:54 pm
 
Forum: Investing - Theory, News & General
Topic: Dilbert: Everything you need to know
Replies: 20
Views: 2913

Re: Master Thread for Philadelphia PA Area Bogleheads Chapte

Here's the link: Any interest in a Baltimore/Southern PA Chapter?

PapaGeek - I don't think they'll mind you wearing a Ravens jersey.
by LadyGeek
Mon Dec 15, 2014 7:46 pm
 
Forum: Local Chapters and Bogleheads Community
Topic: Master Thread for Philadelphia PA Area Bogleheads Chapter
Replies: 85
Views: 3207

Re: What Movie Have You Recently Watched?

Hercules. Not bad.
by LadyGeek
Mon Dec 15, 2014 7:23 pm
 
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 250
Views: 26550

Re: What do you splurge on?

I wish I had bought a lighter mirrorless camera instead of my Nikon D7100 DSLR. I also have a D7100, but my lenses are under $500. Unless I get tempted. Like you, I need to spend more time to learn all of the features. Once you get comfortable, getting the camera to do what you want (and not vice v...
by LadyGeek
Mon Dec 15, 2014 7:14 pm
 
Forum: Personal Consumer Issues
Topic: What do you splurge on?
Replies: 215
Views: 18241

Re: Master Thread for Philadelphia PA Area Bogleheads Chapte

I understand Geek Speak and also plan to attend. :) My trading strategy is to rebalance once a year, we can discuss at the meeting. Would love to spend the hour and a half on the road to attend the next meeting, please contact me to let me know where and when! Ravens fan and driving an hour and half...
by LadyGeek
Mon Dec 15, 2014 7:05 pm
 
Forum: Local Chapters and Bogleheads Community
Topic: Master Thread for Philadelphia PA Area Bogleheads Chapter
Replies: 85
Views: 3207

Re: What do you splurge on?

I hope you're splurging on some equally good DSLR lenses. Also, a flash (with diffuser) and a sturdy tripod.
by LadyGeek
Mon Dec 15, 2014 4:50 pm
 
Forum: Personal Consumer Issues
Topic: What do you splurge on?
Replies: 215
Views: 18241

Re: Dilbert: Everything you need to know

I merged FreemanB's thread into here.

I was wondering how many threads I'd have to merge today. :)
by LadyGeek
Mon Dec 15, 2014 4:19 pm
 
Forum: Investing - Theory, News & General
Topic: Dilbert: Everything you need to know
Replies: 20
Views: 2913

Re: Ex-manager(s), and you?

This thread is now in the Personal Finance (Not Investing) forum (employment).
by LadyGeek
Sun Dec 14, 2014 10:43 pm
 
Forum: Personal Finance (Not Investing)
Topic: Ex-manager(s), and you?
Replies: 11
Views: 1332

Re: Book suggestion for buying primary home

This thread is now in the Personal Consumer Issues forum (buying a home).
by LadyGeek
Sun Dec 14, 2014 10:01 pm
 
Forum: Personal Consumer Issues
Topic: Book suggestion for buying primary home
Replies: 13
Views: 868

Re: Health coverage acupuncture

I removed a link to an article which provided medical advice regarding acupuncture, which 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 wit...
by LadyGeek
Sun Dec 14, 2014 9:54 pm
 
Forum: Personal Finance (Not Investing)
Topic: Health coverage acupuncture
Replies: 13
Views: 1810

Re: Help being smart about prescriptions (generics)

This thread is now in the Personal Consumer Issues forum (prescription drug costs).
by LadyGeek
Sun Dec 14, 2014 8:35 pm
 
Forum: Personal Consumer Issues
Topic: Help being smart about prescriptions (generics)
Replies: 9
Views: 872

Re: [Purchasing a Bolt-Action] Rifle

I removed a few comments which questioned the appropriateness of rifle purchase questions in this forum. Yes, the topic is appropriate.

I also retitled the thread.
by LadyGeek
Sun Dec 14, 2014 7:58 pm
 
Forum: Personal Consumer Issues
Topic: [Purchasing a Bolt-Action] Rifle
Replies: 30
Views: 2820

Re: High school student scores $72M playing the stock market

This thread has run its course and is locked (stupidity of others). 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...
by LadyGeek
Sun Dec 14, 2014 7:48 pm
 
Forum: Investing - Theory, News & General
Topic: [Hoax] High school student scores $72M playing stock market
Replies: 7
Views: 2226

Re: What Book Are You Currently Reading? Part VI

^^^ Good timing. Try The Hellhole Trilogy , by Brian Hebert and Kevin J. Anderson. I just got the 3rd book in the series, but it's been so long that I'm re-reading the first 2. Book 1: Hellhole Book 2: Hellhole: Awakening <-- What I'm on now Book 3: Hellhole Inferno I would call this type of sci-fi...
by LadyGeek
Sun Dec 14, 2014 7:41 pm
 
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part VI
Replies: 238
Views: 28536

Re: Transfer IRA CD from US Bank to Puerto Rico? (US territo

lululu wrote:...Some years ago I owned brokerage CDs at Vanguard from Puerto Rican banks and nothing unusual seemed to be involved.

I think the difference is that an IRA is titled in your name (you are the owner), but the CD is not.
by LadyGeek
Sun Dec 14, 2014 5:26 pm
 
Forum: Personal Finance (Not Investing)
Topic: Transfer IRA CD from US Bank to Puerto Rico? (US territory)
Replies: 6
Views: 571

Re: Transfer IRA CD from US Bank to Puerto Rico? (US territo

Likewise, I don't think you can transfer the IRA. Via google, I saw indications that you will need to treat this as a US person living abroad. Take a look in the wiki: Taxation as a US person living abroad (Living in a US territory outside of the USA) US territories and possessions include American ...
by LadyGeek
Sun Dec 14, 2014 5:18 pm
 
Forum: Personal Finance (Not Investing)
Topic: Transfer IRA CD from US Bank to Puerto Rico? (US territory)
Replies: 6
Views: 571

Re: Split Assets Between Two Firms?

I removed a few off-topic comments. As a reminder, see: Forum Policy This is a moderated forum. 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. ...If you feel that someone has attacked you or other...
by LadyGeek
Sun Dec 14, 2014 4:42 pm
 
Forum: Investing - Help with Personal Investments
Topic: Split Assets Between Two Firms?
Replies: 28
Views: 2416

Re: URGENT: Help with Coursera login

After you've completed your homework assignments, go back to try and understand why Firefox is not working. Something may have changed your user profile. Consider creating a new profile and see if that fixes the problem. Use the Profile Manager to create and remove Firefox profiles If so, see: Recov...
by LadyGeek
Sun Dec 14, 2014 2:54 pm
 
Forum: Personal Consumer Issues
Topic: URGENT: Help with Coursera login
Replies: 7
Views: 685

Re: Your opinion of a Financial Advisor

This thread is now in the Personal Finance (Not Investing) forum (employment).

Congrats!
by LadyGeek
Sun Dec 14, 2014 2:43 pm
 
Forum: Personal Finance (Not Investing)
Topic: Your opinion of a Financial Advisor
Replies: 26
Views: 4927

Re: Supporting the Operating Costs of the Forum

tomd37 wrote:Lady Geek,
Am I correct in my assumption that we can click on Amazon.com at the top right corner of these pages and credit will be applied?

Yes, along with the link on the homepage (left-side menu) and the related page: Support this site.
by LadyGeek
Sun Dec 14, 2014 11:02 am
 
Forum: Forum Issues and Administration
Topic: Supporting the Operating Costs of the Forum
Replies: 17
Views: 2642

Re: Supporting the Operating Costs of the Forum

It's built into the referral code, which is the "tag=bogleheads.org-20" part of the link as shown below. http://www.amazon.com/s/?search-alias=aps&tag=bogleheads.org-20&field-keywords=Bogleheads The URL might change as you browse through the site, but Amazon.com has captured the ta...
by LadyGeek
Sat Dec 13, 2014 9:47 pm
 
Forum: Forum Issues and Administration
Topic: Supporting the Operating Costs of the Forum
Replies: 17
Views: 2642

Re: "Why Retirement at 65 is a Fairy Tale"

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 Dec 13, 2014 8:41 pm
 
Forum: Personal Finance (Not Investing)
Topic: "Why Retirement at 65 is a Fairy Tale"
Replies: 117
Views: 11418
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