Search found 9 matches

by its4inthemorning
Mon Oct 28, 2019 10:03 am
Forum: Personal Finance (Not Investing)
Topic: Quick, Efficient Way to Make a QCD from a Vanguard IRA when 70.5
Replies: 30
Views: 4140

Re: Quick, Efficient Way to Make a QCD from a Vanguard IRA when 70.5

cjonblanchard,

Thank you for providing the QCD instructions in your 3/17/18 post. By following them, I just made six 2019 QCDs, all online without requiring telephone assistance in about 15 minutes!

QCDs are a great way to make donations once one can no longer itemize deductions.
by its4inthemorning
Sat Sep 28, 2019 6:13 pm
Forum: Investing - Theory, News & General
Topic: Changes to Morningstar Website?
Replies: 150
Views: 11567

Re: Changes to Morningstar Website?

Subscribed to M'star's print edition years ago for $500+ a year (a lot, but it was work-related)...until eventually I discovered I could get almost everything I wanted for free on the website. I always thought, why do they go to the expense of collecting all this data, and then give it away? Miss a ...
by its4inthemorning
Sat Sep 28, 2019 10:52 am
Forum: Personal Finance (Not Investing)
Topic: Capital One 360 shaking up savings accounts
Replies: 34
Views: 11559

Re: Capital One 360 shaking up savings accounts

Thanks for posting about these changes Ice-9, I would not have been aware otherwise. I have a Capital One 360 on-line savings account. Does anyone know the procedure for opening a Capital One 360 on-line money market account and having my current savings balance transferred to it as the initial depo...
by its4inthemorning
Sun Sep 15, 2019 6:09 am
Forum: Personal Finance (Not Investing)
Topic: C-Corporation SEP
Replies: 2
Views: 169

C-Corporation SEP

I established a SEP-IRA for my C-corporation years ago, but have not made contributions for a number of years. This year I want to make a contribution, and am wondering if there is a form I fill out to accompany the contribution. The C-corporation has never received any statements or forms, and my p...
by its4inthemorning
Mon Jul 15, 2019 1:46 am
Forum: Personal Finance (Not Investing)
Topic: 1099-B Non-Covered CD Basis
Replies: 9
Views: 991

Re: 1099-B Non-Covered CD Basis

I prepare tax returns, and I do not understand what T-tax is telling you. Form 8949 is generally required when one sells assets, the amounts on Forms 8949 go to Schedule D. Form 8453 is only used when you e-file, and is used when certain documents that cannot be included in the e-file must be mailed...
by its4inthemorning
Wed Jul 03, 2019 9:57 am
Forum: Personal Consumer Issues
Topic: trip to Greece (Athens and vicinity)
Replies: 21
Views: 1750

Re: trip to Greece (Athens and vicinity)

Jeffyscott,

FYI our little hotel in Athens was the Adrian Hotel. Nice location, nice room, and a full breakfast available every morning on a lovely rooftop restaurant with views of the Acropolis.
by its4inthemorning
Wed Jul 03, 2019 9:46 am
Forum: Personal Finance (Not Investing)
Topic: Use of SEP after age 70-1/2
Replies: 2
Views: 344

Re: Use of SEP after age 70-1/2

Thanks for responding SR. Your point about making a Roth conversion in lieu of the taxable SEP distribution makes good sense, of course, but we are pretty much committed to spending those dollars. Since my wife retired and I semi-retired, our game plan has been to avoid taking any retirement plan di...
by its4inthemorning
Sun Jun 30, 2019 5:59 pm
Forum: Personal Consumer Issues
Topic: trip to Greece (Athens and vicinity)
Replies: 21
Views: 1750

Re: trip to Greece (Athens and vicinity)

We visited Greece a couple of weeks ago, so I will offer the following. Note that we are retired and have some minor back issues, so avoided extensive walking; our objective was to see what we felt was important and RELAX in a totally different environment. My input is limited to Athens and one of t...
by its4inthemorning
Sun Jun 30, 2019 5:21 pm
Forum: Personal Finance (Not Investing)
Topic: Use of SEP after age 70-1/2
Replies: 2
Views: 344

Use of SEP after age 70-1/2

New here, I was aware of the site but never visited. I see a lot of interesting threads, so glad I found Bogelheads. I have a one-person C corporation through which I conduct consulting, and I pay myself a salary and "empty out" the C corp at the end of each year with a bonus, this income is covered...