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HSA Investing and ETFs 101

All -- Forgive my ignorance but I need some education on purchasing ETF shares of Vanguard Total World Stock Index through TD Ameritrade. I would like to invest some HSA money through TD Ameritrade where they offer some commission-free Vanguard ETFs. I have only ever invested in mutual funds so buyi...
by Tatupu
Wed Jun 25, 2014 8:02 pm
 
Forum: Investing - Help with Personal Investments
Topic: HSA Investing and ETFs 101
Replies: 1
Views: 186

Re: Investing with H1B?

For what it is worth, the legal term cited below, "lawful permanent resident", refers to those that hold a "green card". An H1B visa is different.

An H1B visa is a nonimmigrant visa which is different than lawful permanent residence.
by Tatupu
Wed Jun 18, 2014 8:10 pm
 
Forum: Investing - Help with Personal Investments
Topic: Investing with H1B?
Replies: 8
Views: 775

Re: HDHP/HSA Questions

Sorry, I should have clarified. Because we live overseas, there are no in-network providers available. So every time we go to the doctor, we pay up front. And every time we need prescription drugs, we just pay full cost out of pocket. Those are the things I am talking about. The rationale in not tap...
by Tatupu
Sat Nov 16, 2013 12:37 pm
 
Forum: Personal Finance (Not Investing)
Topic: HDHP/HSA Questions
Replies: 7
Views: 514

HDHP/HSA Questions

At the risk of asking a stupid question ... I have had an HDHP for a couple of years and haven't come close to reaching the $3,000 annual deductible. Aside from filing claims for preventive care which is covered at 100% by the plan, is there any value whatsoever in filing claims or recording with my...
by Tatupu
Sat Nov 16, 2013 12:11 pm
 
Forum: Personal Finance (Not Investing)
Topic: HDHP/HSA Questions
Replies: 7
Views: 514

HSA Bank or Health Savings Administrators?

Through my employer I have an HSA account with HSA Bank. I now have enough of a chunk of money in the HSA that I would like to invest in Vanguard funds. The money is currently earning next to nothing and I do not plan to tap into the account to pay current medical costs. I'm considering transferring...
by Tatupu
Sat Jan 19, 2013 7:07 am
 
Forum: Personal Finance (Not Investing)
Topic: HSA Bank or Health Savings Administrators?
Replies: 33
Views: 4446

Re: Pay down mortgage before selling the house?

I'm currently in the process of purchasing a house and stumbled across the following article which advocates for not paying off the mortgage. The author argues a mortgage can make sense financially if you follow certain rules. It's a different take that made me think more about the pros/cons of payi...
by Tatupu
Tue Aug 07, 2012 7:09 pm
 
Forum: Personal Finance (Not Investing)
Topic: Pay down mortgage before selling the house?
Replies: 27
Views: 3063

The Garmin Forerunner 210 is awesome. If you aren't into triathlons, I think this is the perfect device. The profile is small and it has lots of great features and will work with HRM or foot pod for the treadmill. Here is a very useful review of the 210. http://www.dcrainmaker.com/2010/12/garmin-for...
by Tatupu
Sat May 28, 2011 8:44 pm
 
Forum: Personal Consumer Issues
Topic: Runners and GPS
Replies: 13
Views: 1283

Best spot for bond fund

All -- I'm struggling with keeping up my bond allocation to maintain my desired overall asset allocation. 100% of my TSP contributions go into the G fund but it isn't enough to get me to the percentage I'd like to be at. In addition to the TSP, new money regularly goes into a taxable account (mostly...
by Tatupu
Wed Feb 09, 2011 8:32 pm
 
Forum: Investing - Help with Personal Investments
Topic: Best spot for bond fund
Replies: 1
Views: 445

Thanks

Appreciate the responses and all the great insight one can get on this forum.

Thanks,
Brendan
by Tatupu
Mon Jan 31, 2011 9:23 pm
 
Forum: Investing - Help with Personal Investments
Topic: TSM for Taxable Account?
Replies: 8
Views: 1329

Clarification

Taylor -- thanks for responding, and sorry I came off as a fool. Let me try to re-phrase my question and cast aside my previous reference to AA. Here is the issue: I want to invest in a single fund (in a taxable account) that gives me broad exposure to entire U.S. equity market, including small/mid/...
by Tatupu
Sun Jan 30, 2011 2:26 pm
 
Forum: Investing - Help with Personal Investments
Topic: TSM for Taxable Account?
Replies: 8
Views: 1329

TSM for Taxable Account?

All -- In order to maintain proper AA for my overall portfolio, I need to start investing in a domestic total stock market index fund in my taxable Vanguard account. Is Vanguard Total Stock Market Index Fund the clear way to go or are there other funds I should be looking at? The other fund in my ta...
by Tatupu
Sun Jan 30, 2011 1:25 pm
 
Forum: Investing - Help with Personal Investments
Topic: TSM for Taxable Account?
Replies: 8
Views: 1329

AA checkup

All -- I'm still in the process of getting my financial house in order and before I complete the process I wanted to get the forum's thoughts on my projected AA for my retirement portfolio. Between taxable and tax-deferred accounts I'm shooting for the following targets: 5% REIT (VG VGSIX in Rollove...
by Tatupu
Mon Jan 12, 2009 5:36 pm
 
Forum: Investing - Help with Personal Investments
Topic: AA checkup
Replies: 4
Views: 786

Dan -- thanks for the reply. Cheers!
by Tatupu
Wed Jan 07, 2009 7:32 pm
 
Forum: Investing - Help with Personal Investments
Topic: Bond fund in taxable account
Replies: 2
Views: 892

Bond fund in taxable account

Greetings All, Longtime lurker, infrequent poster seeking advice. Due to my ignorance prior to discovering the Boglehead way of investing, about 10% of my retirement portfolio is bonds in a taxable account (VG Inter-Term Bond Index Fund). I am overweighted in bonds and would like to convert the bond...
by Tatupu
Mon Jan 05, 2009 9:55 pm
 
Forum: Investing - Help with Personal Investments
Topic: Bond fund in taxable account
Replies: 2
Views: 892

Just to follow up ... I have about $10,000 annually of new money going into FTSE All-World Ex-US in my taxable account. Prior to making this switch recently, I used to reinvest all dividends and had set up systematic monthly purchases in my taxable account. How do you recommend I invest this new mon...
by Tatupu
Wed Apr 23, 2008 5:33 pm
 
Forum: Investing - Help with Personal Investments
Topic: Do you reinvest distributions from FTSE all-world ex-US?
Replies: 10
Views: 2350

With regard to uncle taking care of his own, whether I agree with you depends on the day. With regard to boredom, believe me, West Africa ain't boring. DC on the other hand ...

Cheers!
by Tatupu
Tue Mar 18, 2008 4:01 pm
 
Forum: Investing - Help with Personal Investments
Topic: AA advice for USG employee
Replies: 8
Views: 1590

Piper, Thanks very much for your comprehensive response. You've given me some great info to mull over. I agree that it makes sense to fund a Roth IRA for her. Done. With regard to bonds, if I did decide to go to 20% bonds, what's the best approach? Do you recommend I just start putting all new TSP m...
by Tatupu
Mon Mar 17, 2008 4:58 pm
 
Forum: Investing - Help with Personal Investments
Topic: AA advice for USG employee
Replies: 8
Views: 1590

AA advice for USG employee

Hello all, This is an unbelievable forum. It is extremely informative and I only wish that I had learned this stuff 10 years ago. Thank you to all for helping investment amateurs like myself! I've been lurking for about a year and have read the books commonly recommended on this site. I’d appreciate...
by Tatupu
Sun Mar 16, 2008 4:36 pm
 
Forum: Investing - Help with Personal Investments
Topic: AA advice for USG employee
Replies: 8
Views: 1590

Real estate "bucket"?

Thanks for the very useful responses. This helps.
by Tatupu
Tue Aug 28, 2007 4:00 pm
 
Forum: Investing - Help with Personal Investments
Topic: Real estate "bucket"?
Replies: 6
Views: 1760

Real estate "bucket"?

Please let me just make the obligatory introductory statement on how fortunate I was to discover this forum. I have been lurking for awhile and sincerely appreciate the knowledge, time and effort that so many of you throw into this forum. I sincerely thank you. I am seeking advice on whether it is w...
by Tatupu
Fri Aug 10, 2007 3:17 pm
 
Forum: Investing - Help with Personal Investments
Topic: Real estate "bucket"?
Replies: 6
Views: 1760

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