Search found 6 matches

by DDinAZ
Sun Dec 08, 2019 9:16 am
Forum: Personal Investments
Topic: Has anyone else experienced this error with Vanguard?
Replies: 1
Views: 485

Has anyone else experienced this error with Vanguard?

Dec 2018 - I bought five put option contracts on FXE (Euro ETF) )in my taxable Vanguard brokerage acct. Jan 2019 - I sold the five contracts for a capital gain. All transactions details and cash deposits resulting from the transaction (costs, proceeds, cap gains) were correctly posted online and mat...
by DDinAZ
Sun Mar 31, 2019 10:50 am
Forum: Personal Investments
Topic: Considering Roth IRA - Looking for Thoughts
Replies: 20
Views: 1313

Re: Considering Roth IRA - Looking for Thoughts

You're 27. When you get to your (hopefully desired) retirement age you will wish you had started a Roth IRA sooner and had put more money into it. The details of what goes into the account are interesting to contemplate but secondary to just getting the money in -- as much as is allowed for as long ...
by DDinAZ
Sat Jan 19, 2019 11:21 pm
Forum: Personal Investments
Topic: 2018 1099-R confusion
Replies: 1
Views: 369

2018 1099-R confusion

Sorry for this being so long - I'm trying to be complete in the details. I did a stupid thing early in 2018 which is causing the same money to be taxed twice on my Vanguard 1099-R's. Any insight or help on how to fix this mess is appreciated. Background: I opened a Roth account in 2004 and it has mo...
by DDinAZ
Sun Sep 23, 2018 7:48 pm
Forum: Personal Investments
Topic: Ally Savings vs Vanguard Prime Money Market Fund - Need Advice
Replies: 99
Views: 21702

Re: Ally Savings vs Vanguard Prime Money Market Fund - Need Advice

Shouldn't interest rate calculations for a Vanguard money market fund use the net rate after adjusting for the fund's expense ratio? Yes they should. And they already do. Where? The summary page for VMMXX shows an SEC yield of 2.11% and an ER of 0.16%. The explanation box for the SEC yield makes no...
by DDinAZ
Sun Sep 23, 2018 2:11 pm
Forum: Personal Investments
Topic: Ally Savings vs Vanguard Prime Money Market Fund - Need Advice
Replies: 99
Views: 21702

Re: Ally Savings vs Vanguard Prime Money Market Fund - Need Advice

Shouldn't interest rate calculations for a Vanguard money market fund use the net rate after adjusting for the fund's expense ratio? Yes they should. And they already do. Where? The summary page for VMMXX shows an SEC yield of 2.11% and an ER of 0.16%. The explanation box for the SEC yield makes no...
by DDinAZ
Sat Sep 22, 2018 9:03 pm
Forum: Personal Investments
Topic: Ally Savings vs Vanguard Prime Money Market Fund - Need Advice
Replies: 99
Views: 21702

Re: Ally Savings vs Vanguard Prime Money Market Fund - Need Advice

Shouldn't interest rate calculations for a Vanguard money market fund use the net rate after adjusting for the fund's expense ratio?