Search found 7 matches

by GulfShoresBound
Sat Jan 12, 2019 7:36 pm
Forum: Investing - Theory, News & General
Topic: TIPS Ladder Spreadsheets in General & Two in Particular
Replies: 98
Views: 22491

Re: TIPS Ladder Spreadsheets in General & Two in Particular

I'm planning a TIPS ladder as an LMP [Liability Matching Portfolio], with maturities starting in 2024 and running through 2049, and have a number of specific questions ... Before tackling your questions, GSB, I set up my TIPS Ladder Builder spreadsheet to cover the years 2024 - 2049 using the lates...
by GulfShoresBound
Sat Jan 12, 2019 7:28 pm
Forum: Investing - Theory, News & General
Topic: TIPS Ladder Spreadsheets in General & Two in Particular
Replies: 98
Views: 22491

Re: TIPS Ladder Spreadsheets in General & Two in Particular

Gulf, I had forgotten about this thread, but I remember when #Cruncher's spreadsheet first became available. In a relatively short period of time, I build a TIPS ladder that would take me from 65-85 in the vein of a Liability Matching Portfolio as previously described. I'm 60 and the TIPS ladder ma...
by GulfShoresBound
Fri Jan 11, 2019 7:15 pm
Forum: Investing - Theory, News & General
Topic: TIPS Ladder Spreadsheets in General & Two in Particular
Replies: 98
Views: 22491

Re: TIPS Ladder Spreadsheets in General & Two in Particular

#Cruncher - Thanks so much for all the hard work you put into creating the TIPS Ladder Builder. It really makes assembling a ladder very straightforward and easy. I'm planning a TIPS ladder as an LMP, with maturities starting in 2024 and running through 2049, and have a number of specific questions ...
by GulfShoresBound
Fri Jan 11, 2019 10:03 am
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 2079
Views: 361963

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

I already have an existing CMA at Merill, so don't want to add a new account just for logistical reasons (new 1099s etc.). is there any way to get the $900 offer added to an existing account ? [ I wouldn't even try to the add the $1000 offer since I didn't attend the Expo] FWIW - I know from person...
by GulfShoresBound
Fri Jan 11, 2019 9:31 am
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 2079
Views: 361963

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

I already have an existing CMA at Merill, so don't want to add a new account just for logistical reasons (new 1099s etc.). is there any way to get the $900 offer added to an existing account ? [ I wouldn't even try to the add the $1000 offer since I didn't attend the Expo] FWIW - I know from person...
by GulfShoresBound
Fri Jan 11, 2019 9:28 am
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 2079
Views: 361963

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Mutual funds are tricky. The target broker will tell you if they are unable to accept the fund. Stocks, ETFs, treasuries, and corporate bonds are almost always portable. All my holdings outside of the 401(k) are ETFs, partly to facilitate transfers. I have had few problems, and never related to the...
by GulfShoresBound
Thu Jan 10, 2019 8:54 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 2079
Views: 361963

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Hello all! New member here. I've been lurking for a while, reading quite a bit on various topics, and just stumbled across this topic. What a wonderful resource this site is! Sure wish I had found it years ago. For those of you who have been playing this transfer bonus game for a while, have you had...