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Re: VSEAX JPMorgan Small Cap?

end of year distributions. $4.86/share... so NAV went down but you should have more shares

Mike
by fabdog
Sun Dec 14, 2014 6:14 pm
 
Forum: Investing - Help with Personal Investments
Topic: VSEAX JPMorgan Small Cap?
Replies: 3
Views: 238

Re: What about the 2015 Volvo XC60?

I have a 2011 Volvo XC60. Bought it when I lived in MA for the AWD and ground clearance, and reliability. Have been very happy with it, even though I've moved out of the snow belt, and still driving it. Have ~50K miles on it with no issues

Mike
by fabdog
Mon Jul 21, 2014 6:25 pm
 
Forum: Personal Consumer Issues
Topic: What about the 2015 Volvo XC60?
Replies: 6
Views: 833

Re: Tell Me I'm Stupid To Consider Quitting My Job and Movin

I was overseas for 7 years in 3 countries. It was quite a change coming back to the US as we landed in a different location than the one we left (and didn't like the location at all). My advice would be to stick it out for the year, take some vacation, and make plans to transition next year. You may...
by fabdog
Thu Apr 24, 2014 9:13 am
 
Forum: Personal Finance (Not Investing)
Topic: Tell Me I'm Stupid To Consider Quitting My Job and Moving
Replies: 123
Views: 28609

Re: How Are Catch Up Contributions Made?

in my 401K, there is a separate contribution amount for the catch ups... and they don't start taking it out until you have hit the $17.5K So check your plan, but as you noted, you have to hit the max standard contribution before it kicks in. you can have a large, smaller, or identical withdrawal per...
by fabdog
Sun Apr 13, 2014 9:47 am
 
Forum: Investing - Help with Personal Investments
Topic: How Are Catch Up Contributions Made?
Replies: 15
Views: 1764

Re: Medallion Signature Guarantee

as a previous poster mentioned... get them to sign you up for the "my voice is my password" program. I wasn't aware they had this service till I needed Medallion to change account registration. my credit union wouldn't do it (too much money). When I called Vanguard back and said I guessed ...
by fabdog
Mon Aug 26, 2013 9:46 pm
 
Forum: Investing - Help with Personal Investments
Topic: Medallion Signature Guarantee
Replies: 34
Views: 3626

Re: Alternatives to Quicken

I run the Apple provided bootcamp software on my Mac... you need a windows license to go with it... but then you boot up in Windows when you need it, otherwise into Mac

this has been a great solution for me

Mike
by fabdog
Fri Mar 15, 2013 12:46 pm
 
Forum: Personal Consumer Issues
Topic: Alternatives to Quicken
Replies: 41
Views: 26482

Re: 2012 Backdoor Roth Turbo Tax issues

you can use the interview... first do the non deductible IRA... then tell it you did the Roth conversion.

that should settle it out

Mike
by fabdog
Tue Mar 05, 2013 11:04 pm
 
Forum: Investing - Help with Personal Investments
Topic: 2012 Backdoor Roth Turbo Tax issues
Replies: 2
Views: 349

Re: Which 529 plan?

For our grandson we started in the Utah plan until we got to $3K, then moved to the NV plan. Utah has no minimum and all Vanguard funds but does charge a small administrative fee on assets, and there is a separate fee for maintenance which can be avoided by getting statements online

Mike
by fabdog
Tue Jan 29, 2013 9:59 am
 
Forum: Investing - Help with Personal Investments
Topic: Which 529 plan?
Replies: 22
Views: 2324

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