Bogleheads.org

I am familiar with both. I have consolidated my portfolio into Fidelity while I manage my Sister's portfolio in Vanguard. I am an active investor usually trading daily and the Fidelity on-line trading features are far superior to Vanguard. With the Pro Active Launch feature you can see your "Wa...

I am over 70 and have a IRA MRD commencing. However, I did have a small amount of income last year. Can I still contribute to a Roth IRA for the amount of those earnings?

As to distribution - that was the distribution date not the x date or are they the same for BOND?

Why did the BOND go down about 1% yesterday - quite a drop for BOND?

Have a party.

I don't think so. I love Amex since there service is so terrific. I have had numerous different cards. Blue Cash is free and provides usually a 2% return. I only obtain any fee cards for the bonus miles and if the annual fee is waived for a year. As an example, I now have the Amer Business Card whic...

Medical Payments - I would since it is so cheap - Mine is only $6-8 a year Liability Insurance in Canada - Rental Car - I would check with your insurance company as to the scope of your coverage using a rental car. Be very careful about a truck rental. Insurance companies usually do not cover and bu...

Example - I have rental property in my name only. I have taken depreciation over years. When I die, this property will go to my wife. When she receives it and for later sale purposes, what would be the cost basis. Say - Property purchased at $300,000 - depreciated to $250000 - value at time of my de...

What it the cost basis for inherited rental property?

I am collecting fully SS payments. My wife will be 62 in Sep and can be collecting SS. She has a part time job. Will those part time job payments be subject to any off-set from SS? How is that identified if we file a joint return? Thanks Bill

I have a Variable Annuity w/Fidelity. Value is as follows: Initial Input - $14, 072.17 Current Value $15,571.19 . I asked Fidelity questions as to termination process but also tax consequences - ordinary income - capital gain - long term. The answer I received back was: the After Tax Cost Basis of t...

I have some stock options for CTL from my prior employment. They are currently under the current CTL price and will expire on 18 Nov 11. Since the stock option price is under the current trading price, I should exercise my options. However, it is my understanding that it is beneficial to wait until ...