Search found 6 matches

by Student8
Fri Feb 17, 2017 9:25 am
Forum: Investing - Help with Personal Investments
Topic: Portfolio Review + Help in moving SIMPLE
Replies: 2
Views: 299

Re: Portfolio Review + Help in moving SIMPLE

@krow36 It is Form 5305
Ah good to know that it will be an asset transfer.
by Student8
Thu Feb 16, 2017 7:52 pm
Forum: Investing - Help with Personal Investments
Topic: Portfolio Review + Help in moving SIMPLE
Replies: 2
Views: 299

Portfolio Review + Help in moving SIMPLE

Hi, I am a single guy, 35 years old. I do not have any debts and I have enough savings for 6 months. have a SIMPLE from work which is at Oppenheimer. I max out my SIMPLE and I also max out my Roth IRA + HSA. Having learnt to keep things simple I am thinking that may be I should rollover my SIMPLE fr...
by Student8
Fri Feb 10, 2017 10:45 am
Forum: Local Chapters and Bogleheads Community
Topic: Your USER NAME...what does it mean?
Replies: 369
Views: 33930

Re: Your USER NAME...what does it mean?

I am a student of this subject matter, always willing to learn more :)
by Student8
Wed Feb 01, 2017 12:46 pm
Forum: Personal Finance (Not Investing)
Topic: Best HSA (2017)
Replies: 178
Views: 32624

Re: Best HSA (2017)

Can anyone comment on the process to withdraw money from a Saturna HSA? From their site m You do not need a checkbook or debit card associated with your HSA account because you anticipate being able to cover day-to-day medical expenses without frequent and/or substantial withdrawals I would take th...
by Student8
Mon Jan 30, 2017 4:06 pm
Forum: Investing - Theory, News & General
Topic: Buying when markets fell and buying less when markets rise
Replies: 3
Views: 983

Re: Buying when markets fell and buying less when markets rise

Oh yes, Grogs and AlohaJoe both of you are right. That makes sense. Thank you for your reply.
by Student8
Sat Jan 28, 2017 11:06 pm
Forum: Investing - Theory, News & General
Topic: Buying when markets fell and buying less when markets rise
Replies: 3
Views: 983

Buying when markets fell and buying less when markets rise

Yes, I am a new user and apologies for the vague title. I couldn't think of anything better. I saw this thread https://www.bogleheads.org/forum/viewtopic.php?f=10&t=209384&newpost=3214467 and found out about Scott Burns at AssetBuilder and started reading his articles. I eventually landed at...