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Re: Wife tired of saving...

We have 2 kids (9 and 2) and live in a townhome but now she wants to move to a larger home. The townhome is enough but every single person we know within our social circle have way bigger homes (with hefty property tax, around 15K to 20K, wherelse ours is $6K). Any sense of what your wife is lookin...
by harikaried
Wed Mar 04, 2015 5:32 pm
 
Forum: Personal Finance (Not Investing)
Topic: Wife tired of saving...
Replies: 50
Views: 1888

Re: TurboTax import displays my institution login/usernames

I would assume TurboTax is showing the username that you used to log-in/import so that if you have multiple accounts, e.g., taxpayer and spouse, from the same institution, you can easily differentiate the two and delete one if necessary. Similarly, some of our imported documents show the SSN, e.g., ...
by harikaried
Wed Mar 04, 2015 5:14 pm
 
Forum: Personal Finance (Not Investing)
Topic: TurboTax import displays my institution login/usernames
Replies: 2
Views: 116

Re: Do you consider mortgage payments as savings?

I will only offer another statement that is a universal truth. Principal payments on any form of debt increases net worth. Except you probably used your own cash/assets to offset debts, so your net worth (assets - liabilities) is unchanged. Although that transfer does impact future net worth as you...
by harikaried
Mon Mar 02, 2015 5:08 pm
 
Forum: Personal Finance (Not Investing)
Topic: Do you consider mortgage payments as savings?
Replies: 291
Views: 11162

Re: What tax documents do you file with the IRS?

If you're asking about documents that need to be submitted outside of software like TurboTax, Form 5500-SF/EZ needs to be filed if you have a Self-Employed 401k with $250k total plan assets. Short Form can be done electronically while EaZy needs to be mailed.
by harikaried
Mon Mar 02, 2015 1:34 pm
 
Forum: Personal Finance (Not Investing)
Topic: What tax documents do you file with the IRS?
Replies: 3
Views: 346

Re: Do you consider mortgage payments as savings?

toto238 wrote:let's say my house burns down to the ground and now I need a new house
Is the principal on your mortgage payment still savings if your house burned down?
by harikaried
Mon Mar 02, 2015 1:25 pm
 
Forum: Personal Finance (Not Investing)
Topic: Do you consider mortgage payments as savings?
Replies: 291
Views: 11162

Re: Do you consider mortgage payments as savings?

I would consider anything that I need to pay for a given month as expenses, e.g., food, gas, mortgage payments (interest and principal). What I have left over from income is savings. I can choose to "invest" that savings by leaving it in a checking account earning some interest, buy stocks...
by harikaried
Mon Mar 02, 2015 5:32 am
 
Forum: Personal Finance (Not Investing)
Topic: Do you consider mortgage payments as savings?
Replies: 291
Views: 11162

Re: Subaru and Consumer Reports ratings

We have a 2014 Forester and enjoy driving it. We live in Reno where the always-on AWD is great as there's plenty of snow + mountains and average 27mpg (easily 30mpg on highways). For safety, it gets the highest rating from IIHS with Top Safety Pick+ getting full score for complete front crash preven...
by harikaried
Wed Feb 25, 2015 1:20 pm
 
Forum: Personal Consumer Issues
Topic: Subaru and Consumer Reports ratings
Replies: 87
Views: 6651

Re: Spending trajectory for families with kids?

how my family's expenditures are likely to evolve over time as the kids age Thanks livesoft for the links. It seems that the trend for cost/year by age is roughly flat for the first 8 years then growing to 20% higher than the first year's expenses over the next 10 years (linearly 2% more than first...
by harikaried
Mon Feb 23, 2015 9:32 pm
 
Forum: Personal Finance (Not Investing)
Topic: Spending trajectory for families with kids?
Replies: 45
Views: 3466

Re: Schwab Intelligent Portfolio Details

But if this is a non-trivial amount of money, keeping a huge position in cash is a drag on portfolio performance. If the percentage in cash results in something more than what you would normally keep as cash, couldn't you just have the Intelligent Portfolio to be more aggressive and end up with say...
by harikaried
Mon Feb 23, 2015 1:56 pm
 
Forum: Investing - Theory, News & General
Topic: Schwab Intelligent Portfolio Details
Replies: 25
Views: 3180

Re: Schwab Intelligent Portfolio Details

If I were in the 15% range as per their example, I guess the value would depend on a) what it's worth to have everything balanced for me b) tax loss harvesting advantages and c) if there is any merit to the asset classes they might be adding that I would never know enough to get on my own like Mast...
by harikaried
Mon Feb 23, 2015 2:13 am
 
Forum: Investing - Theory, News & General
Topic: Schwab Intelligent Portfolio Details
Replies: 25
Views: 3180

Re: Schwab Intelligent Portfolio Details

Why would I want to hold cash that pays almost nothing with Schwab? If I want a cash allocation, I would rather hold it myself with one of the online banks that pays 0.8% ~ 1.0%. Not everyone keeps their cash in accounts that earn significant interest. We keep our emergency fund / regular checking ...
by harikaried
Mon Feb 23, 2015 1:46 am
 
Forum: Investing - Theory, News & General
Topic: Schwab Intelligent Portfolio Details
Replies: 25
Views: 3180

Re: What % of your gross income do you spend on mortgage/ren

Doesn't this vary immensely if you have a 10, 12, 15, or 30 year mortgage? And what does that say about the utility of this poll? There was a related thread of what does one consider as a housing expense if one has a mortgage. Is it the principal + interest? Or just the interest if one assumes the ...
by harikaried
Sun Feb 22, 2015 4:48 pm
 
Forum: Personal Finance (Not Investing)
Topic: What % of your gross income do you spend on mortgage/rent?
Replies: 155
Views: 8732

Re: Convincing a novice index funds are superior

Pick some quotes that Taylor has gathered: http://www.bogleheads.org/forum/viewtopic.php?f=10&t=156425 "Of the 355 equity funds in 1970, fully 233 of those funds have gone out of business. Only 24 outpaced the market by more than 1% a year. These are terrible odds." Jack Bogle "Bu...
by harikaried
Sun Feb 22, 2015 3:49 pm
 
Forum: Investing - Help with Personal Investments
Topic: Convincing a novice index funds are superior
Replies: 26
Views: 2368

Re: Schwab Intelligent Portfolio Details

Schwab mentions you can request to exclude particular ETFs. They reserve the right to say no if you request a portfolio which is unworkable for them to implement. I'll be interested to see to what extent this is allowed. We currently have a Schwab brokerage account that only has international stock...
by harikaried
Sun Feb 22, 2015 3:34 pm
 
Forum: Investing - Theory, News & General
Topic: Schwab Intelligent Portfolio Details
Replies: 25
Views: 3180

Re: Really 22 Schwab OneSource ETF used in Intelligent Portf

This and other information is at: https://intelligent.schwab.com/about-sip.html Thanks. Looks like they're linking to that page from a "Learn more" link further down their main page. In their cash section, they highlight how cash has least risk compared to other defensive assets of ultras...
by harikaried
Sat Feb 21, 2015 3:42 pm
 
Forum: Investing - Theory, News & General
Topic: 22 Schwab OneSource ETF used in Intelligent Portfolios
Replies: 25
Views: 2884

Re: Website for "where can I fly" search

Not as a direct lookup as Wikipedia, but this gives you a visual/map view of available flights: https://www.google.com/flights/#search;f=PUY;d=2015-04-12;r=2015-04-19;tt=o;s=0;mc=m That's using Google Flights searching for 1-way non-stop flights from PUY. The destinations available have prices. Alth...
by harikaried
Fri Feb 20, 2015 1:35 pm
 
Forum: Personal Consumer Issues
Topic: Website for "where can I fly" search
Replies: 5
Views: 393

Re: Only one Schwab OneSource ETF used in Intelligent Portfo

Sounds like we might be able to cross off SCHZ or other bond funds. http://www.riabiz.com/a/5038406237159424/schwab-tells-the-sec-its-robo-advisor-has-a-30-basis-point-fee-and-big-time-cash-allocations-held-by-schwab-bank Potentially instead of bonds, intelligent portfolios will use cash for the non...
by harikaried
Thu Feb 19, 2015 5:36 am
 
Forum: Investing - Theory, News & General
Topic: 22 Schwab OneSource ETF used in Intelligent Portfolios
Replies: 25
Views: 2884

Re: Credit Card accounts (leave open or close?)

Just this week, we transferred the credit limit from one Chase credit card to another Chase card then closed the former. No idea how it'll impact our credit score as I hear closed accounts also factored in to the average age of accounts, but at least utilization will be the same as we preserved the ...
by harikaried
Tue Feb 17, 2015 10:30 pm
 
Forum: Personal Finance (Not Investing)
Topic: Credit Card accounts (leave open or close?)
Replies: 26
Views: 1383

Re: Which Credit Card Should I Open?

I'm afraid that opening up too many credit card accounts will hurt my credits history, thus lower my credit score. Opening any credit card will lower your credit score initially. The main factors being number of credit inquiries increases and average age of accounts decreases. You don't need to ope...
by harikaried
Tue Feb 17, 2015 3:19 pm
 
Forum: Personal Finance (Not Investing)
Topic: Which Credit Card Should I Open?
Replies: 19
Views: 2086

Re: Which Credit Card Should I Open?

Benefits that I am looking for: Cash back. On an ongoing basis or sign up rewards? In terms of sign up bonuses, I believe Chase Sapphire Preferred is the biggest cash-back signup bonus at 40,000 points that can be redeemed for $400 cash/statement credit (or redeemed for $500 worth of travel). I am ...
by harikaried
Tue Feb 17, 2015 1:29 pm
 
Forum: Personal Finance (Not Investing)
Topic: Which Credit Card Should I Open?
Replies: 19
Views: 2086

Re: $3M Portfolio. Simplify almost all taxable account?

How much gains do you have in SCV/ISB? If you were going to sell those down the line anyway at 15% LTCG, paying the 15% LTCG now adjust the basis to the new price of TSM/ILB or whatever you choose for 529 (where future growth could be all tax free). We recently simplified from 6 ETFs in taxable to 1...
by harikaried
Mon Feb 16, 2015 5:55 pm
 
Forum: Investing - Help with Personal Investments
Topic: $3M Portfolio. Simplify almost all taxable account?
Replies: 10
Views: 2147

Re: Is too little tax withheld from my W2?

Your federal income taxes withheld per paycheck will increase once your 401k maxes out at $18k. Whether you should withhold more or less depends on if you itemize or have various adjustments or have additional income (interest/dividends/bonus/etc.). You can estimate how much your income taxes might ...
by harikaried
Sun Feb 15, 2015 2:21 pm
 
Forum: Personal Finance (Not Investing)
Topic: Is too little tax withheld from my W2?
Replies: 4
Views: 382

Re: Only one Schwab OneSource ETF used in Intelligent Portfo

One of the criteria for ETF selection is trading volume. If they put a lower bound of say 600k shares or $30m a day, it would quickly eliminate many of the Schwab ETFs. Here's the top OneSource ETFs with under 0.2% expense ratios sorted by price * volume: symbol price * volume expense assets descri...
by harikaried
Fri Feb 13, 2015 6:46 pm
 
Forum: Investing - Theory, News & General
Topic: 22 Schwab OneSource ETF used in Intelligent Portfolios
Replies: 25
Views: 2884

Re: Only one Schwab OneSource ETF used in Intelligent Portfo

Found some additional information from Schwab's Winter Business Update dated February 12: http://www.aboutschwab.com/images/uploads/inline/winter-business-update021215.pdf Pg 16: Huge monetization opportunity. $183b Advised assets (13.5%) vs $1,169b Non-Advised (86.5%) Pg 17: Optimism: Efficiency – ...
by harikaried
Fri Feb 13, 2015 3:04 pm
 
Forum: Investing - Theory, News & General
Topic: 22 Schwab OneSource ETF used in Intelligent Portfolios
Replies: 25
Views: 2884

22 Schwab OneSource ETF used in Intelligent Portfolios

https://intelligent.schwab.com/about-sip.html Fourteen of the 54 ETFs across all portfolios currently used for Schwab Intelligent Portfolios™ are managed by Charles Schwab Investment Management. Each is the lowest cost in its asset class. Additionally, eight are now offered by ETF OneSource™ (one in...
by harikaried
Fri Feb 13, 2015 3:35 am
 
Forum: Investing - Theory, News & General
Topic: 22 Schwab OneSource ETF used in Intelligent Portfolios
Replies: 25
Views: 2884

Re: Traditional IRA to Roth. What do I do with 1099R

Does this make me ineligible for backdoor roth for Tax year 2014? It sounds like you did a backdoor roth for 2013. You made non-deductible contribution to a Traditional IRA then converted it some time later. The conversion happened to have some growth where typically a backdoor roth happens pretty ...
by harikaried
Thu Feb 12, 2015 6:10 pm
 
Forum: Personal Finance (Not Investing)
Topic: Traditional IRA to Roth. What do I do with 1099R
Replies: 15
Views: 1001

Re: Analysis Paralysis - Vanguard, Wealthfront, MarketRiders

I suggest you use a target retirement fund or LifeStrategy fund or balanced fund. What does Schwab have to offer for that? Schwab does have various target funds: http://www.schwab.com/public/schwab/investing/accounts_products/investment/mutual_funds/mutual_fund_portfolio/target_funds But they're ar...
by harikaried
Thu Feb 12, 2015 4:41 pm
 
Forum: Investing - Help with Personal Investments
Topic: Analysis Paralysis - Vanguard, Wealthfront, MarketRiders
Replies: 5
Views: 503

Re: Attempting to increase retirement contributions by 5%.

Verizon Wireless: $140 - I have a feeling we'll get some feedback here. Am open to opinions. Do you know how many minutes, texts, megabytes/data you use each month? I'm using Ting for one line and each month has been around $23/mo including taxes/fees. If both of us were on Ting, I would expect the...
by harikaried
Wed Feb 11, 2015 1:14 am
 
Forum: Personal Finance (Not Investing)
Topic: Attempting to increase retirement contributions by 5%.
Replies: 25
Views: 1924

Re: Attempting to increase retirement contributions by 5%.

Converting your monthly everyday-expenses to weekly ( divided by 4 ): Everyday Expenses: Gas/Car Washes/Parking: $320 $80 Groceries: $350 $87.50 Restaurant: $75 $18.75 Clothes/Accessories: $100 $25 Laundry: $40 $10 His Allowance: $40 $10 Her Allowance: $40 $10 Entertainment: $75 $18.75 Haircuts/Cosm...
by harikaried
Wed Feb 11, 2015 1:05 am
 
Forum: Personal Finance (Not Investing)
Topic: Attempting to increase retirement contributions by 5%.
Replies: 25
Views: 1924

Re: DH and I are buying bicycles

A relatively casual pace of 10mph would be 7 hours of just riding for that 70mile ride. That's not including rest stops or slow climbing sections (although it's somewhat balanced by the downhill afterwards). The biggest pain is probably just sitting on the seat for that long. Five years ago, we've p...
by harikaried
Mon Feb 09, 2015 4:24 pm
 
Forum: Personal Consumer Issues
Topic: DH and I are buying bicycles
Replies: 39
Views: 1591

Re: New car safety features

I have the Subaru Eyesight system and love it. The adaptive cruise control is amazing, not only on clear days, but even in bad weather. We bought a Forester last year with Eyesight, and this is one safety feature you can use for almost the whole drive! If you're on a long highway trip, you can just...
by harikaried
Wed Jan 28, 2015 3:21 am
 
Forum: Personal Consumer Issues
Topic: New car safety features
Replies: 70
Views: 3850

Re: New Home: All cash or mortgage?

If the OP has good credit, why not take out a loan with a lot of negative points, i.e., cash back from lender based on loan amount, to cover closing costs and principal curtailment. Then pay off the loan?
by harikaried
Mon Jan 19, 2015 7:47 pm
 
Forum: Personal Finance (Not Investing)
Topic: New Home: All cash or mortgage?
Replies: 21
Views: 1825

Re: how much do I save if I buy house with cash?

Why not get a mortgage with no closing costs The no-closing-cost usually comes from a rate-buy-up where lender charges a higher interest rate for some negative amount of points. For example, if we start with a 3% loan with 1 point (pay $1000 = 1% of a $100k loan). You might be able to get a loan fo...
by harikaried
Mon Jan 19, 2015 8:36 am
 
Forum: Personal Finance (Not Investing)
Topic: how much do I save if I buy house with cash?
Replies: 11
Views: 1502

Re: A refinance example that doesn't work?

Original loan: $158,000, 5.25% fixed, 20 year, first payment 11/1/2003. As of 2/1/15, 105 payments left (8.75 years) to payoff in Oct 2023. Refi: $89500, 3.75% fixed, 15 year, $2250 closing costs, first payment 2/1/2015 (75 additional payments beyond current loan). Payoff in Jan 2030. Assuming orig...
by harikaried
Fri Jan 16, 2015 9:49 pm
 
Forum: Personal Finance (Not Investing)
Topic: A refinance example that doesn't work?
Replies: 10
Views: 1105

Mutual fund redemption fees always FIFO?

I was doing some research on whether recent mutual fund purchases or reinvested dividends would trigger Schwab Funds' 2% redemption fee as I received conflicting information from Schwab's chat support (one said redemption fees considers the same shares used for cost basis and another said always FIF...
by harikaried
Wed Jan 07, 2015 7:13 pm
 
Forum: Investing - Theory, News & General
Topic: Mutual fund redemption fees always FIFO?
Replies: 0
Views: 277

Re: Pay $5k taxes to pay off $75k mortgage?

Instead of paying off the mortgage then just start directing monthly savings to international now. Looking back to what we did with extra savings before focusing on 529s, we had enough in brokerage to pay off the mortgage but decided to refinance to an ARM and invest in taxable. We could just conti...
by harikaried
Fri Jan 02, 2015 5:35 am
 
Forum: Investing - Help with Personal Investments
Topic: Pay $5k taxes to pay off $75k mortgage?
Replies: 9
Views: 1151

Re: Pay $5k taxes to pay off $75k mortgage?

Just to be certain are you saying that you are going to sell off $75K in a taxable account with a cost basis of $45K so the gain is $30K? Roughly -- these are rounded. And the $75k is after taxes, so actually selling $80k with $30k gains. If international stocks had a great year, then I would say p...
by harikaried
Thu Jan 01, 2015 3:47 pm
 
Forum: Investing - Help with Personal Investments
Topic: Pay $5k taxes to pay off $75k mortgage?
Replies: 9
Views: 1151

Re: Pay $5k taxes to pay off $75k mortgage?

Your mortgage will adjust in 2 years which means it will probably go higher. You can be mortgage free and then direct those payments back into investments. Your other assets are solid. Yup, and with the adjusting higher, the potential "returns" would be higher as well. A big question is a...
by harikaried
Thu Jan 01, 2015 3:30 pm
 
Forum: Investing - Help with Personal Investments
Topic: Pay $5k taxes to pay off $75k mortgage?
Replies: 9
Views: 1151

Pay $5k taxes to pay off $75k mortgage?

Should we sell $30k of taxable gains paying $5k in LTCG-tax to have $75k to pay off our 2.6% mortgage, which would adjust every year starting 2 years from today? Assuming this was a plain 2.6%-fixed mortgage with $600/mo payments, the remaining $75k principal would take 12 years to pay off, so the $...
by harikaried
Thu Jan 01, 2015 2:59 pm
 
Forum: Investing - Help with Personal Investments
Topic: Pay $5k taxes to pay off $75k mortgage?
Replies: 9
Views: 1151

Re: What is a move-up car after mid-size sedan?

The camera or radar operated safety features such as blind spot detection/emergency braking/ smart cruise control/ etc. pique my interest and I intend to get them on my next vehicle. Subaru, Volvo and Mbz seem to be leading the charge in that respect. One way to find cars with that type of technolo...
by harikaried
Mon Dec 15, 2014 11:55 pm
 
Forum: Personal Consumer Issues
Topic: What is a move-up car after mid-size sedan?
Replies: 63
Views: 4253

Re: What is like a bond but is only taxed at long term gains

Spirit Rider wrote:A long term zero coupon municipal bond of your home state would have a tax-free payment at maturity.
nooboglebrain, if you're okay with no tax instead of taxed as long-term, municipal bonds would be a good option.
by harikaried
Mon Dec 01, 2014 1:54 pm
 
Forum: Investing - Help with Personal Investments
Topic: What is like a bond but is only taxed at long term gains.
Replies: 11
Views: 1344

Re: Holding S&P 500 Index vs Total Stock Market?

I've been tempted to just put it in a total stock market fund (SCHB - Schwab Total Stock Market), but have also been strongly considering putting all of my US equity allocation in SWPPX, which is the Schwab mutual fund that imitates the S&P 500. It sounds like you're trying to decide between 1)...
by harikaried
Mon Dec 01, 2014 1:08 pm
 
Forum: Investing - Theory, News & General
Topic: Holding S&P 500 Index vs Total Stock Market?
Replies: 18
Views: 1971

Re: 2015 Suburu Outback

On the 2015 Forester Premium, the only additional option to get eyesight is the AWP, something I was going to get anyways. The 2015 Outback Premium also has an option package with Eyesight and without navigation #14- Eyesight, side/rear radar system, Power gate $1,695. I suppose to be complete: 201...
by harikaried
Tue Nov 04, 2014 2:48 pm
 
Forum: Personal Consumer Issues
Topic: 2015 Suburu Outback
Replies: 52
Views: 6072

Re: Liquidating some pre-Vanguard assets, need advice

2) What is the money in the taxable account for? It's to a) cover shortfalls in college accounts if/when they exist (which is not an issue for a while, as oldest child is only 11); ... 529 Plans Child 1 $10k Child 2 $8k I'm not sure why 529s aren't prioritized more around here, but your situation d...
by harikaried
Sun Nov 02, 2014 11:47 am
 
Forum: Investing - Help with Personal Investments
Topic: Liquidating some pre-Vanguard assets, need advice
Replies: 66
Views: 4366

Re: Pay taxes now to pay less taxes later

So, you have $11K in a taxable account, would sell (pay cap gain tax), to rush and "fully-fund" [say] $5.5K Roth IRA and $5.5K 529. Yes, but it could be much more than $11k. Two parents with two children have 2 Roth IRAs and 2 529s (4x gift exemption) = 2 x ($5500 + 2 x $14,000) = $67,000.
by harikaried
Fri Oct 31, 2014 3:45 pm
 
Forum: Investing - Theory, News & General
Topic: Pay taxes now to pay less taxes later
Replies: 7
Views: 1496

Re: Pay taxes now to pay less taxes later

So if your question is whether to use monthly income(Already taxed) or LTCG(Selling taxable investments to fund a Roth/529?), then you are better off using the monthly income. Just for the Roth, LTCG on $5500 at 15% would be $825. The Roth would have to increase by over 15% in one year just to brea...
by harikaried
Fri Oct 31, 2014 3:41 pm
 
Forum: Investing - Theory, News & General
Topic: Pay taxes now to pay less taxes later
Replies: 7
Views: 1496

Pay taxes now to pay less taxes later

Assuming: ⋅ one has regular monthly income that would go to taxable or Roth IRAs/529s ⋅ long-term capital gains now and later would be 15% ⋅ market tends to increase One should pay LTCG taxes by realizing gains to fully fund Roth IRAs/529s immediately instead of waiting...
by harikaried
Fri Oct 31, 2014 6:50 am
 
Forum: Investing - Theory, News & General
Topic: Pay taxes now to pay less taxes later
Replies: 7
Views: 1496

Re: Tax gain harvest smaller gains from taxable to fund 529s

you can put new money into a 529 over time instead of increasing your taxable portfolio. This got me thinking that what I was suggesting is not much different from selling taxable gains to fund a Roth IRA. Although a Roth IRA is limited to $5.5k and potentially easier to divert monthly savings to t...
by harikaried
Sat Oct 18, 2014 4:15 pm
 
Forum: Investing - Help with Personal Investments
Topic: Tax gain harvest from taxable to fund 529s / Roth IRAs?
Replies: 3
Views: 366

Re: Smartphone questions

Also curious if anybody has just bought "too much phone" and would do it differently, and why? I'm pleasantly surprised at all the responses that mention ting.com, but it's a great approach to avoiding buying "too much phone plan." The popular carriers tend to focus on unlimited...
by harikaried
Fri Oct 17, 2014 1:41 pm
 
Forum: Personal Consumer Issues
Topic: Smartphone questions
Replies: 107
Views: 10636

Re: Tax gain harvest smaller gains from taxable to fund 529s

avalpert wrote:I wouldn't, don't really see an advantage to paying taxes now that can be deferred for later
But what's the cutoff of what's allowable? If there's any tax, then it's a definite no-go? E.g., 1¢ of LTCG results in 0.15¢ of tax. And in that case, does it matter if 1¢ is actually 1% gain or 10% gain?
by harikaried
Fri Oct 17, 2014 11:14 am
 
Forum: Investing - Help with Personal Investments
Topic: Tax gain harvest from taxable to fund 529s / Roth IRAs?
Replies: 3
Views: 366
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