Search found 8 matches

by jaypee
Thu Jan 12, 2017 4:04 pm
Forum: Personal Finance (Not Investing)
Topic: Tax implications of marriage for Self employed (1099) marrying an employee (W2)
Replies: 9
Views: 519

Re: Tax implications of marriage for Self employed (1099) marrying an employee (W2)

I know little about about backdoor Roth IRAs but my understanding is that it is mostly interesting when one is in a lower tax bracket, which is not our case. This is not correct. The backdoor into Roth IRA is used by folks with higher income (higher tax brackets) whose income is too high to allow f...
by jaypee
Thu Jan 12, 2017 3:29 pm
Forum: Personal Finance (Not Investing)
Topic: Tax implications of marriage for Self employed (1099) marrying an employee (W2)
Replies: 9
Views: 519

Re: Tax implications of marriage for Self employed (1099) marrying an employee (W2)

Thanks a lot Livesoft for your answers. It is surprising to see that two people have to pay more taxes once they're married than when they were single... I know little about about backdoor Roth IRAs but my understanding is that it is mostly interesting when one is in a lower tax bracket, which is no...
by jaypee
Wed Jan 11, 2017 3:38 pm
Forum: Personal Finance (Not Investing)
Topic: Tax implications of marriage for Self employed (1099) marrying an employee (W2)
Replies: 9
Views: 519

Tax implications of marriage for Self employed (1099) marrying an employee (W2)

Dear Bogleheads, I am currently self employed (1099 status). I am considering getting married to someone who is employed (W2 status). I currently contribute to a Solo 401K and to a Roth IRA every year. My fiancee contributes to a pension plan, and to a regular 401K through her job. Are there other B...
by jaypee
Sat Mar 19, 2016 6:22 pm
Forum: Personal Finance (Not Investing)
Topic: Brick & mortar bank rec in NYC
Replies: 9
Views: 1064

Re: Brick & mortar bank rec in NYC

+1 for TD Bank. - Open 7 days a week and later than the other banks. - They're everywhere in the city now - They reimburse my ATM fees if I keep a $2,500 balance all month - Free coin counting machines - nice staff - I lost my debit card one day, went to the bank and they gave me a new one within 10...
by jaypee
Mon Dec 14, 2015 8:07 pm
Forum: Investing - Help with Personal Investments
Topic: Tax Loss Harvesting with VTIAX (Vanguard Total International Stock Index Fund)
Replies: 47
Views: 4334

Re: Tax Loss Harvesting with VTIAX (Vanguard Total International Stock Index Fund)

vagabond wrote:Hi Jaypee,

Quick question for you: can you post a link to the source of that Dec 18 distribution date you quoted in your original post?

Thanks!

Vagabond


Dec 18th was last year's date for the distribution, I don't know the exact date for this year yet.
by jaypee
Mon Dec 14, 2015 8:06 pm
Forum: Investing - Help with Personal Investments
Topic: Tax Loss Harvesting with VTIAX (Vanguard Total International Stock Index Fund)
Replies: 47
Views: 4334

Re: Tax Loss Harvesting with VTIAX (Vanguard Total International Stock Index Fund)

Thanks to all of you for your answers. last question for you: Do I receive an official document from Vanguard at the end of the year (or beginning of next) that takes everything into consideration (wash sale, short/long term gain, qualified and non qualified dividends etc...)? Meaning that they wil...
by jaypee
Sat Dec 12, 2015 7:29 pm
Forum: Investing - Help with Personal Investments
Topic: Tax Loss Harvesting with VTIAX (Vanguard Total International Stock Index Fund)
Replies: 47
Views: 4334

Re: Tax Loss Harvesting with VTIAX (Vanguard Total International Stock Index Fund)

Thanks to all of you for your answers. last question for you: Do I receive an official document from Vanguard at the end of the year (or beginning of next) that takes everything into consideration (wash sale, short/long term gain, qualified and non qualified dividends etc...)? Meaning that they will...
by jaypee
Mon Dec 07, 2015 3:39 pm
Forum: Investing - Help with Personal Investments
Topic: Tax Loss Harvesting with VTIAX (Vanguard Total International Stock Index Fund)
Replies: 47
Views: 4334

Tax Loss Harvesting with VTIAX (Vanguard Total International Stock Index Fund)

Dear Bogleheads, I am new to investing and I have some questions about Tax Loss Harvesting: I started investing in VTIAX (Vanguard Total International Stock Index Fund Admiral Shares) in May 2015 in my Vanguard Taxable account - Dividends automatically reinvested in the fund (last dividends payment ...

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