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TLH In Taxable Account VWIUX TO?

I would like to tax loss harvest in my taxable account VWIUX - Vanguard Intermediate Term Tax Exempt fund Admiral shares. I have a short term loss and long term loss - 50% each. Can you suggest another Vanguard text exempt fund - short term or intermediate term? I might need this money in next 12 to...
by RPC1976
Mon Nov 25, 2013 4:36 pm
 
Forum: Investing - Help with Personal Investments
Topic: TLH In Taxable Account VWIUX TO?
Replies: 2
Views: 288

Re: Excess Roth Ira Contribution & Earnings

Bumped up to receive feed back from Alan or others.
Thank you.
by RPC1976
Fri Apr 05, 2013 3:06 pm
 
Forum: Personal Finance (Not Investing)
Topic: Excess Roth Ira Contribution & Earnings
Replies: 3
Views: 1051

Re: Excess Roth Ira Contribution & Earnings

Alan, Thank you for your reply. Your assumptions are correct. I have additional questions: 1. How can I avoid 10% penalty on line 58 because I am 60 years old? 2. My wife is not covered by retirement plan, that's why I did recharacterization and it did allow as "deductible TIRA" I used Tur...
by RPC1976
Thu Apr 04, 2013 3:36 pm
 
Forum: Personal Finance (Not Investing)
Topic: Excess Roth Ira Contribution & Earnings
Replies: 3
Views: 1051

Excess Roth Ira Contribution & Earnings

I have a excess Roth Ira contribution of $2820 and Earnings of $565 in 2012. Filing jointly. I have contacted Vanguard and on April 1, 2013 - excess as well as earnings have been transferred towards 2013 Roth Ira contribution $ 3385. I have contributed $6000 in Roth Ira and due to income limitations...
by RPC1976
Thu Apr 04, 2013 1:08 pm
 
Forum: Personal Finance (Not Investing)
Topic: Excess Roth Ira Contribution & Earnings
Replies: 3
Views: 1051

Re: 2013 BOGLEHEAD CONTEST REGISTRATION

1475.52
by RPC1976
Sat Jan 05, 2013 2:22 pm
 
Forum: Investing - Theory, News & General
Topic: 2013 BOGLEHEAD CONTEST REGISTRATION
Replies: 481
Views: 15452

Re: Valuethinker pledges another $50 to the site-- if you do

Send the check via mail
Thank you very much for maintianing the site.
by RPC1976
Wed Nov 07, 2012 9:43 am
 
Forum: Forum Issues and Administration
Topic: [merged donation threads] Dear Bogleheads - time to pony up
Replies: 277
Views: 15262

I am interested in attending. Please let me know the date, place and time.
Thank you for organizing.
Regards.
by RPC1976
Sun Sep 11, 2011 12:19 pm
 
Forum: Local Chapters and Bogleheads Community
Topic: NEW JERSEY Bogleheads first meeting 9/18
Replies: 5
Views: 2016

I am interestd in NJ chapter. I live in Edison - central jersey.
by RPC1976
Wed Aug 10, 2011 9:57 am
 
Forum: Local Chapters and Bogleheads Community
Topic: New Jersey Chapter?
Replies: 22
Views: 2973

My dad's best advise - get a good education - study hard for four years ana have a good life for 40 years. Also, prepare a budget and keep an acutal expendse details. God less him - he is 82, still working and keeping a record in detail for actual expenses.
by RPC1976
Fri May 27, 2011 4:04 pm
 
Forum: Personal Consumer Issues
Topic: My parents best advice ?
Replies: 65
Views: 6099

Need help in 401K fund selections

Need help in 401K fund selections Please critique my portfolio: SYMBOL NAME OWNER PERCENTAGE Exp. Ratio % TAXABLE INVESTMENT I bonds Bonds His 2.30% 0.00% I bonds Bonds Her 0.33% 0.00% vtmgx Vanguard tax managed int'l joint 1.11% 0.15% vmmxx Vanguard prime money market joint 0.66% 0.28% vwstx Vangua...
by RPC1976
Wed Dec 16, 2009 2:01 pm
 
Forum: Investing - Help with Personal Investments
Topic: Need help in 401K fund selections
Replies: 1
Views: 837

Bump up.
Please comment on my portfolio.
by RPC1976
Wed Dec 16, 2009 9:54 am
 
Forum: Investing - Help with Personal Investments
Topic: New choices in 401K, Pre Retirement
Replies: 3
Views: 865

New choices in 401K, Pre Retirement

NY/NJ/CON, DIEHARDS- New choices in 401K, Pre Retirement Please critique my portfolio: SYMBOL NAME OWNER PERCENTAGE Exp. Ratio % TAXABLE INVESTMENT I bonds Bonds His 2.30% 0.00% I bonds Bonds Her 0.33% 0.00% vtmgx Vanguard tax managed int'l joint 1.11% 0.15% vmmxx Vanguard prime money market joint 0...
by RPC1976
Tue Dec 15, 2009 2:03 pm
 
Forum: Investing - Help with Personal Investments
Topic: New choices in 401K, Pre Retirement
Replies: 3
Views: 865

Hi Ave,

I will not be able to attend due to prior commitment. If possible, please post discussion notes. Thank you in advance.
by RPC1976
Thu Oct 16, 2008 9:32 am
 
Forum: Local Chapters and Bogleheads Community
Topic: NY/NJ/CT Metro Diehards Next Meeting: Sat. 11/8th, 1:30pm
Replies: 23
Views: 6188

I started investing in late 70's. I came to this country with six dollars in early 70's. I completed my MBA and rest is history.
by RPC1976
Thu Oct 16, 2008 9:05 am
 
Forum: Investing - Theory, News & General
Topic: has anyone on this forum been invested for 30 years?
Replies: 40
Views: 6607

I am sorry Ave, I am Raj. I like to meet Pete and others as well. Hope to see you next time.
Regards,

Raj
by RPC1976
Sun May 11, 2008 10:11 am
 
Forum: Local Chapters and Bogleheads Community
Topic: NY/NJ/CT Metro: Possible Dates for next meeting
Replies: 10
Views: 3753

I am in 20-29%, however the percentage will decrease as there is a limit on yearly Roth contribution allowed vs larger dollar amount of 401K and company contribution.
Regards,

RPC1976
by RPC1976
Sat May 10, 2008 1:18 pm
 
Forum: Investing - Theory, News & General
Topic: What % of your planned retirement is in a ROTH IRA?
Replies: 15
Views: 3865

Hi Ave,

I will be on vacation. Please send topics and discussion highlights, when you get a chance.
Regards,
by RPC1976
Fri May 09, 2008 10:58 am
 
Forum: Local Chapters and Bogleheads Community
Topic: NY/NJ/CT Metro: Possible Dates for next meeting
Replies: 10
Views: 3753

I like to thank all of you for an excellent suggestions/tips. My wife and I have deiced to stay at Rome for 6 days and explore. We might take a day trip to near by towns. We will be staying at Residenza Cellini (recommended by Trip advisor) Our trip is planned for the week of June 22nd. Should we bu...
by RPC1976
Fri Apr 25, 2008 11:11 am
 
Forum: Personal Finance (Not Investing)
Topic: Trio to Rome, Florence, Venice, Italy in June
Replies: 26
Views: 5777

Trio to Rome, Florence, Venice, Italy in June

I am planning a trip to Rome, Florence, and Venice in June. I would like to know things to do, not to do and helpful hints during my trip. Did any of you took a day trip from Rome to Florence and Venice? If yes, how did you travel?
Thank you in advance for your comments.
by RPC1976
Wed Apr 23, 2008 1:48 pm
 
Forum: Personal Finance (Not Investing)
Topic: Trio to Rome, Florence, Venice, Italy in June
Replies: 26
Views: 5777

Pete,

Thank you for your comments. I will try to implement it.
I hope you remenber me from one of the chapter meeting.

Also, thank you piper for your valuable input.

Regards,
by RPC1976
Mon Feb 25, 2008 4:11 pm
 
Forum: Investing - Theory, News & General
Topic: NY/NJ/CONN. Diehard needs critique of Asset Allocation:
Replies: 6
Views: 1715

Thank you very much for your prompt reply. Follow up questions: 1. Roth IRA - Most probably our Roth IRA will not be needed to support upon retirement income. We are planning to pass it to our two daughters equally. Do you still recommend to invest in Total Bond Market and Inflation Protected Securi...
by RPC1976
Mon Feb 25, 2008 1:53 pm
 
Forum: Investing - Theory, News & General
Topic: NY/NJ/CONN. Diehard needs critique of Asset Allocation:
Replies: 6
Views: 1715

Please comment. Bump up for Laura, EmerDoc, Piper or anyone to comment.
by RPC1976
Mon Feb 25, 2008 10:09 am
 
Forum: Investing - Theory, News & General
Topic: NY/NJ/CONN. Diehard needs critique of Asset Allocation:
Replies: 6
Views: 1715

NY/NJ/CONN. Diehard needs critique of Asset Allocation:

Emergency funds: Have 6 months of expenses Debt: Zero Tax filing status: Married filing jointly Tax rate: 28% federal, 4% NJ Age: Him 56, Her 50 Desired asset allocation: 60 stocks/40 bonds International allocation: 30% of stocks Current portfolio: 7 figures Retirement goal: work 5 to 10 more years ...
by RPC1976
Fri Feb 22, 2008 5:16 pm
 
Forum: Investing - Theory, News & General
Topic: NY/NJ/CONN. Diehard needs critique of Asset Allocation:
Replies: 6
Views: 1715

EmergencyDoc,
Mel,

Thank you very much for your response.
If they have any earned income in 2008, I was thinking in advance, where to invest?
Star fund is under accumulation phase to bring it to $3ooo for Vanguard Total Stock Market.

Regards,

Raj
by RPC1976
Thu Dec 27, 2007 10:56 am
 
Forum: Investing - Theory, News & General
Topic: Daughters 2008 Roth IRA contribution
Replies: 4
Views: 1266

Daughters 2008 Roth IRA contribution

Daughter: A Age 23 medical student - 2.5 years to complete Taxable holding: Vanguard Total Stock Market Index: 48% Roth IRA: Van. Prime cap core: 30% Van. Total international Index 22% Large U.S. stocks:61%, Mid/Small U.S. stocks 17%, International 22% Where to invest 2008 Roth IRA contributions? Da...
by RPC1976
Wed Dec 26, 2007 5:42 pm
 
Forum: Investing - Theory, News & General
Topic: Daughters 2008 Roth IRA contribution
Replies: 4
Views: 1266

Thanks to all for their input. I really enjoyed it.

Regards,

Raj
by RPC1976
Thu Sep 20, 2007 9:13 am
 
Forum: Local Chapters and Bogleheads Community
Topic: NY/NJ/CT Metro Diehards: Meeting Postscript
Replies: 7
Views: 2698

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