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- Mon Nov 23, 2020 8:18 pm
- Forum: Personal Finance (Not Investing)
- Topic: Best Tax Blog
- Replies: 4
- Views: 495
- Mon Nov 23, 2020 8:11 pm
- Forum: Personal Finance (Not Investing)
- Topic: Best Tax Blog
- Replies: 4
- Views: 495
Re: Best Tax Blog
That's the one, thank you! I see it's been inactive since February 2019

- Mon Nov 23, 2020 7:59 pm
- Forum: Personal Finance (Not Investing)
- Topic: Best Tax Blog
- Replies: 4
- Views: 495
Best Tax Blog
What's the best blog out there with tax information? I believe to remember from 10 years ago that there is one that posts only sporadically when there is something to report.
- Mon Aug 31, 2020 6:08 pm
- Forum: Personal Finance (Not Investing)
- Topic: Can W2 remote worker qualify for foreign earned income exclusion?
- Replies: 1
- Views: 148
Can W2 remote worker qualify for foreign earned income exclusion?
Can a W2 remote worker qualify for the foreign earned income exclusion? This is assuming the employer is actually in the US but the W2 employee is allowed to work from anywhere.
- Mon Apr 13, 2020 1:48 pm
- Forum: Personal Finance (Not Investing)
- Topic: 1095-A mistake (No SLCSP)
- Replies: 29
- Views: 11090
Re: 1095-A mistake (No SLCSP)
If the advance premium tax credit is $0, the Marketplace automatically (and incorrectly) specifies $0 for the SLCSP premium on the 1095-A form. They have been doing it like that for years and many tax filers don't realize it and are owed money by the IRS without knowing it because they blindly copy ...
- Tue Mar 10, 2020 5:11 pm
- Forum: Personal Finance (Not Investing)
- Topic: Still Fee-Free to Trade Vanguard Mutual Funds at WellsTrade?
- Replies: 4
- Views: 276
Re: Still Fee-Free to Trade Vanguard Mutual Funds at WellsTrade?
Wells' online interface doesn't allow you to swap mutual fund shares completely. However, if you are just selling a portion of one position in a fund (say $5000 of a $50000 position), it will credit your account with cash as soon as you place the sell order, and then allow you to place a "doll...
- Tue Mar 10, 2020 1:34 pm
- Forum: Personal Finance (Not Investing)
- Topic: Still Fee-Free to Trade Vanguard Mutual Funds at WellsTrade?
- Replies: 4
- Views: 276
Re: Still Fee-Free to Trade Vanguard Mutual Funds at WellsTrade?
It is for my accounts at least. Just made a buy of VTIAX yesterday. No fee. However, I have been a customer there since 2003 so not sure if I'm grandfathered in or what. Great, thanks! My account is pretty old too. Is it possible to exchange mutual funds shares though? Like for TLH or rebalancing w...
- Tue Mar 10, 2020 11:18 am
- Forum: Personal Finance (Not Investing)
- Topic: Still Fee-Free to Trade Vanguard Mutual Funds at WellsTrade?
- Replies: 4
- Views: 276
Still Fee-Free to Trade Vanguard Mutual Funds at WellsTrade?
Is it still free to trade Vanguard mutual funds like VTIAX/VTSAX/VIPSX in WellsTrade account linked to a PMA-type package?
I thought that something had changed in recent years when buying mutual fund shares, but can't find anything.
I thought that something had changed in recent years when buying mutual fund shares, but can't find anything.
- Mon Mar 09, 2020 12:23 pm
- Forum: Personal Finance (Not Investing)
- Topic: Considering opening a Wells Fargo Advisors account for 0.25% discount on mortgage interest rate
- Replies: 13
- Views: 1912
Re: Considering opening a Wells Fargo Advisors account for 0.25% discount on mortgage interest rate
We have a WellsTrade account where everything is free, but the letterhead on the account documents say "Wells Fargo Advisors" though we have no personal advisor and have no fees ever. That written, our WF accounts have the best trade executions, the best 1099 reporting, the best online we...
- Wed Jan 16, 2019 9:28 pm
- Forum: Investing - Theory, News & General
- Topic: John Bogle has died at age 89
- Replies: 856
- Views: 63130
Re: John Bogle is dead at 89
I have much to thank him and this forum. ♥
- Thu May 18, 2017 11:32 am
- Forum: Personal Finance (Not Investing)
- Topic: Google Finance Ticker Symbol to Monitor Oil Price and CPI-U
- Replies: 1
- Views: 2303
Google Finance Ticker Symbol to Monitor Oil Price and CPI-U
Are the ticker symbols that can be used on Google Drive (Spreadsheets) to follow the price of oil or the CPI-U or similar things?
- Mon Apr 17, 2017 9:20 am
- Forum: Investing - Theory, News & General
- Topic: 2017 BOGLEHEADS CONFERENCE ANNOUNCEMENT
- Replies: 192
- Views: 37795
Re: 2017 BOGLEHEADS CONFERENCE ANNOUNCEMENT
How about having the conference somewhere else for a change? Or finding a cheaper venue?
- Mon Apr 17, 2017 9:17 am
- Forum: Personal Finance (Not Investing)
- Topic: Do you have an umbrella policy?
- Replies: 295
- Views: 43615
Re: Do you have an umbrella policy?
Telling people that you have liability insurance increases your chances of getting sued.
- Mon Apr 17, 2017 8:58 am
- Forum: Personal Finance (Not Investing)
- Topic: How Easy is an Obamacare Tax Penalty Exemption?
- Replies: 18
- Views: 2130
Re: How Easy is an Obamacare Tax Penalty Exemption?
The "you experienced domestic violence " exemption is the easiest one to qualify for. All you have to do is claim it, and they will approve it. They are not allowed under the law to ask any further questions. Very interesting! So there won't be any follow-up calls? They just have to appro...
- Mon Apr 17, 2017 8:52 am
- Forum: Personal Finance (Not Investing)
- Topic: How Easy is an Obamacare Tax Penalty Exemption?
- Replies: 18
- Views: 2130
Re: How Easy is an Obamacare Tax Penalty Exemption?
Interesting.RudyS wrote:Once you have the exemption, you report it on your tax return. I would wager that somewhere in the process the IRS takes a look at your income/resources. So even if you have the exemption from the marketplace, you aren't out of the woods yet.
- Mon Apr 17, 2017 7:13 am
- Forum: Personal Finance (Not Investing)
- Topic: How Easy is an Obamacare Tax Penalty Exemption?
- Replies: 18
- Views: 2130
How Easy is an Obamacare Tax Penalty Exemption?
How easy is it to qualify for one of the Obamacare tax penalty exemptions? I looked at the list of exemptions and it seems like the hardship definitions include some that you might meet already or that you might be able to meet more cheaply than paying the penalty. Indeed, some of them seem to be to...
- Mon Apr 17, 2017 12:16 am
- Forum: Personal Finance (Not Investing)
- Topic: Obamacare Tax Penalty when insured through a foreign insurer
- Replies: 12
- Views: 2535
Re: Obamacare Tax Penalty when insured through a foreign insurer
I'm interested in the outcome of this, please post a follow-up. Thank you Sadly, I fear HueyLD is correct. I did contact the foreign insurer and they are not certified by the US and why would they? It's annoying, because the foreign insurance policy is incomparably better than anything available on...
- Sun Apr 16, 2017 5:52 am
- Forum: Personal Finance (Not Investing)
- Topic: Obamacare Tax Penalty when insured through a foreign insurer
- Replies: 12
- Views: 2535
Re: Obamacare Tax Penalty when insured through a foreign insurer
I'm interested in the outcome of this, please post a follow-up. Thank you Sadly, I fear HueyLD is correct. I did contact the foreign insurer and they are not certified by the US and why would they? It's annoying, because the foreign insurance policy is incomparably better than anything available on...
- Sun Apr 16, 2017 5:42 am
- Forum: Non-US Investing
- Topic: long-term green card holder seeking advice on expatriation process
- Replies: 3
- Views: 1398
Re: long-term green card holder seeking advice on expatriation process
Why not become US citizens and never pay the exit tax?
You may also find the following useful: https://www.forbes.com/sites/robertwood ... 75c3c0287d
You may also find the following useful: https://www.forbes.com/sites/robertwood ... 75c3c0287d
- Fri Dec 16, 2016 10:45 am
- Forum: Personal Finance (Not Investing)
- Topic: Obamacare Tax Penalty when insured through a foreign insurer
- Replies: 12
- Views: 2535
Re: Obamacare Tax Penalty when insured through a foreign insurer
If your foreign insurance company provides at least MEC in accordance with the U.S. law, it will be required to send you and the IRS form a copy of 1095-B. Without the 1095-B, IRS will know that you do not have any MEC and will assess a penalty known as "individual shared responsibility paymen...
- Thu Dec 15, 2016 11:02 am
- Forum: Personal Finance (Not Investing)
- Topic: Obamacare Tax Penalty when insured through a foreign insurer
- Replies: 12
- Views: 2535
Re: Obamacare Tax Penalty when insured through a foreign insurer
Ask your foreign insurer if its policy provides minimum essential coverage. Otherwise, you will have to pay a penalty. "Response: We agree that the health care benefits provided by foreign governments or through foreign insurance for legally admitted non-citizens of the United States vary from...
- Thu Dec 15, 2016 2:21 am
- Forum: Personal Finance (Not Investing)
- Topic: Obamacare Tax Penalty when insured through a foreign insurer
- Replies: 12
- Views: 2535
Re: Obamacare Tax Penalty when insured through a foreign insurer
I believe that your foreign insurance must meet the minimum essential coverage guidelines. You can call the healthcare.gov people and see if they can tell you if your insurance qualifies. Oh this is excellence news, thanks! I will look into that. How does this look like at tax return time? Can I ju...
- Thu Dec 15, 2016 2:04 am
- Forum: Personal Finance (Not Investing)
- Topic: Obamacare Tax Penalty when insured through a foreign insurer
- Replies: 12
- Views: 2535
Obamacare Tax Penalty when insured through a foreign insurer
I have excellent health insurance through a foreign insurer that fully covers me in the US.
Will I have to pay the tax penalty or is there some way around it?
Will I have to pay the tax penalty or is there some way around it?
- Mon Oct 12, 2015 8:13 am
- Forum: US Chapters
- Topic: Bogleheads Conference 2015 - Ride & Room Sharing
- Replies: 14
- Views: 2540
Re: Bogleheads Conference 2015 - Ride & Room Sharing
Happy to offer a ride. My flight is around 6pm.Raybo wrote:I'm very interested in sharing a ride back to the airport on Friday.
- Sun Oct 11, 2015 9:10 pm
- Forum: US Chapters
- Topic: Bogleheads Conference 2015 - Ride & Room Sharing
- Replies: 14
- Views: 2540
Re: Bogleheads Conference 2015 - Ride & Room Sharing
Wednesday 10pmObliviousInvestor wrote:Regarding sharing a ride, what day and approximate time do you arrive at the airport?
- Sun Oct 11, 2015 9:07 pm
- Forum: US Chapters
- Topic: Bogleheads Conference 2015 - Ride & Room Sharing
- Replies: 14
- Views: 2540
Bogleheads Conference 2015 - Ride & Room Sharing
Would anyone like to share a ride from PHL to/from the conference?
Would anyone like to share a room?
Would anyone like to share a room?
- Fri Apr 03, 2015 9:20 am
- Forum: Personal Investments
- Topic: 2014 Traditional IRA Contribution
- Replies: 5
- Views: 915
Re: 2014 Traditional IRA Contribution
I was thinking from Solo 401k to Roth IRA. Is that possible?JDDS wrote:Re: #4, if you move the IRA into a Solo 401(k), how are you going to convert to Roth? Are you planning to do that within the solo 401(k)?
- Thu Apr 02, 2015 11:45 pm
- Forum: Personal Investments
- Topic: 2014 Traditional IRA Contribution
- Replies: 5
- Views: 915
Re: 2014 Traditional IRA Contribution
Thanks!
Any thoughts or comments on the other points?
Any thoughts or comments on the other points?
- Thu Apr 02, 2015 9:29 pm
- Forum: Personal Investments
- Topic: 2014 Traditional IRA Contribution
- Replies: 5
- Views: 915
2014 Traditional IRA Contribution
I'm considering making a deductible (tradional) IRA contribution of $5,500.00 for 2014. 1. Do I understand correctly, that I can still do this through April 15, 2015? 2. How long will it take for Fidelity to provide me with the necessary tax forms so that I can file my 2014 tax return correctly? 3. ...
- Wed Apr 01, 2015 10:49 am
- Forum: Personal Investments
- Topic: Deductible IRA Contribution and Rollover to Solo 401k
- Replies: 5
- Views: 927
Re: Deductible IRA Contribution and Rollover to Solo 401k
Yeah, opening a new and "proper" IRA at Fidelity should be no problem at all. I will just do that to avoid any possible problems.
Is the rest of what I describe sensible? To immediately rollover to a Solo 401k? Can this be done online at Fidelity?
Is the rest of what I describe sensible? To immediately rollover to a Solo 401k? Can this be done online at Fidelity?
- Wed Apr 01, 2015 9:38 am
- Forum: Personal Investments
- Topic: Deductible IRA Contribution and Rollover to Solo 401k
- Replies: 5
- Views: 927
Re: Deductible IRA Contribution and Rollover to Solo 401k
Yes.JDDS wrote:Have you confirmed you're eligible to deduct the entire 2014 IRA contribution on your 2014 taxes?
- Wed Apr 01, 2015 2:38 am
- Forum: Personal Investments
- Topic: Deductible IRA Contribution and Rollover to Solo 401k
- Replies: 5
- Views: 927
Deductible IRA Contribution and Rollover to Solo 401k
Can I make a 2014 $5.5k Deductible IRA contribution and immediately roll it over a Solo 401k? I'm thinking of doing this at Fidelity where I already have a Solo 401k. I currently have a "Rollover IRA" at Fidelity with a zero balance. Can I use this "Rollover IRA" account for the ...
- Thu Nov 20, 2014 3:13 pm
- Forum: Personal Consumer Issues
- Topic: Anybody using dash cameras?
- Replies: 30
- Views: 7520
Re: Dashboard Cameras
I've been considering one, but haven't bit yet; have read good things about the GW1 you referenced...might finally be persuaded to take the plunge. As to the question of why...I think you answered that already w/ the video. Seems from that video that the cyclist was in the wrong, and the video shou...
- Thu Nov 20, 2014 3:03 pm
- Forum: Personal Consumer Issues
- Topic: Anybody using dash cameras?
- Replies: 30
- Views: 7520
Dashboard Cameras
[Thread merged, see below. --admin LadyGeek] Does any driver with a dashboard camera? If yes, why? Is there specific device you would recommend and why? On Amazon the G1W seems to be recommended. Here is an example of a video with an accident involving a car and a bicyclist. Warning: the footage is...
- Thu Nov 20, 2014 2:44 pm
- Forum: Personal Consumer Issues
- Topic: Europe off-season (late Jan), 11 days, $3K budget
- Replies: 19
- Views: 2935
Re: Europe off-season (late Jan), 11 days, $3K budget
With a budget of $270 a day in late January, you can pretty much go anywhere in Europe. I'd recommend considering:
Alps (maybe stay a few nights in a ski resort like Zermatt but don't ski)
Berlin
Zurich
Alps (maybe stay a few nights in a ski resort like Zermatt but don't ski)
Berlin
Zurich
- Wed Oct 29, 2014 7:43 pm
- Forum: US Chapters
- Topic: Houston Chapter
- Replies: 85
- Views: 23471
Re: Houston Chapter
Lol. How about another meeting?
- Sat Jun 28, 2014 9:28 pm
- Forum: Investing - Theory, News & General
- Topic: "Being Done" Saving: White Coat Investor blog post
- Replies: 47
- Views: 10426
Re: "Being Done" Saving: White Coat Investor blog post
One issue with declaring yourself “done” saving for retirement and now spending more money is that you and your family will get used to a more extravagant lifestyle, which to maintain, means you’ll need to save more money. $2 Million might be plenty of money given your current lifestyle, but if you...
- Mon Jun 09, 2014 5:51 pm
- Forum: US Chapters
- Topic: Houston Chapter
- Replies: 85
- Views: 23471
Re: Houston Chapter
I'd be game.takingcharge wrote:Any interest in having a Houston meeting?
- Sat Apr 19, 2014 4:29 pm
- Forum: Investing - Theory, News & General
- Topic: I-Bond Rate for May 1, 2014?
- Replies: 4
- Views: 1393
Re: I-Bond Rate for May 1, 2014?
There is a thread for that, the one with the title Speculation on I Bond fixed rate for May 1st. There was even a request for someone to use a calculator to figure out the new variable rate. http://www.bogleheads.org/forum/viewtopic.php?p=2034000#p2034000 Read the following post to the one linked a...
- Sat Apr 19, 2014 3:59 pm
- Forum: Investing - Theory, News & General
- Topic: I-Bond Rate for May 1, 2014?
- Replies: 4
- Views: 1393
I-Bond Rate for May 1, 2014?
Has anyone calculated what the inflation component on new I-Bonds will be starting May, 2014?
Any estimates of whether the fixed rate will go up?
Any estimates of whether the fixed rate will go up?
- Mon Apr 14, 2014 5:10 pm
- Forum: Personal Finance (Not Investing)
- Topic: Free Tax Return Review (Second Look)
- Replies: 2
- Views: 1163
Re: Free Tax Return Review (Second Look)
I heard about the H&R Block Second Look - a free review of your current or tax returns. Has anyone used that service? I've been preparing my tax return using TurboTax, but I wouldn't mind a "second look", particularly due to various foreign assets and taxes and business income and exp...
- Mon Apr 14, 2014 11:32 am
- Forum: Personal Finance (Not Investing)
- Topic: Free Tax Return Review (Second Look)
- Replies: 2
- Views: 1163
Free Tax Return Review (Second Look)
I heard about the H&R Block Second Look - a free review of your current or tax returns. Has anyone used that service? I've been preparing my tax return using TurboTax, but I wouldn't mind a "second look", particularly due to various foreign assets and taxes and business income and expe...
- Mon Mar 31, 2014 1:29 pm
- Forum: Personal Finance (Not Investing)
- Topic: Time and benefits vs. money.
- Replies: 21
- Views: 2367
Re: Time and benefits vs. money.
Do you actually spend all your money currently?anonforthis wrote:However, 15K pay cut is a lot to swallow.
FWIW, I've seen people take much bigger paycuts for less stressful jobs and they have no regrets - at least so they tell me.
- Fri Mar 14, 2014 11:22 am
- Forum: Personal Finance (Not Investing)
- Topic: Improving Credit Score by Timing Credit Card Payments
- Replies: 17
- Views: 2156
Engineering your credit score
You should read this post, it's an extraordinarily informative breakdown of how the FICO is calculated: http://www.reddit.com/r/personalfinance/comments/1zkr5s/fico_scoring_101_behind_the_numbers/ This is indeed quite specific. I quote below the section on credit utlization and highlighted some par...
- Thu Mar 13, 2014 6:23 pm
- Forum: Personal Finance (Not Investing)
- Topic: Did you retire in your 30s?
- Replies: 93
- Views: 15251
Did you retire in your 30s?
Did you retire in your 30s? If yes, what lessons did you learn?
What would you do differently?
What would you definitely do again?
What did you tell people when asked what you do?
What would you do differently?
What would you definitely do again?
What did you tell people when asked what you do?
- Thu Mar 13, 2014 3:47 pm
- Forum: Personal Finance (Not Investing)
- Topic: Improving Credit Score by Timing Credit Card Payments
- Replies: 17
- Views: 2156
Re: Improving Credit Score by Timing Credit Card Payments
Also, under some FICO models (there are 49 of them by the way) it can be slightly (emphasis on the slightly part) detrimental to have many small balances reporting. So if you know you're applying for a loan next month, and you want to squeeze out a few extra FICO points, then let a small balance re...
- Thu Mar 13, 2014 2:34 pm
- Forum: Personal Finance (Not Investing)
- Topic: Improving Credit Score by Timing Credit Card Payments
- Replies: 17
- Views: 2156
Re: Improving Credit Score by Timing Credit Card Payments
Just to bear, of course one would still pay off the entire statement balance by the due date.theghetto wrote:Just know that its a myth to keep a balance on a credit card, its just a waste of money in interest payments.
- Thu Mar 13, 2014 2:25 pm
- Forum: Personal Finance (Not Investing)
- Topic: Improving Credit Score by Timing Credit Card Payments
- Replies: 17
- Views: 2156
Re: Improving Credit Score by Timing Credit Card Payments
Definitely not when you are already at over 800, though I could be wrong about that.MnD wrote:Both our scores are a little over 800. ... Is there some big cash prize for having a higher score?
- Thu Mar 13, 2014 1:35 pm
- Forum: Personal Finance (Not Investing)
- Topic: Improving Credit Score by Timing Credit Card Payments
- Replies: 17
- Views: 2156
Improving Credit Score by Timing Credit Card Payments
Will paying off "most" of the credit card balance before the statement closing date improve your credit score? The rationale would be that it reduces your credit utilization. The other rationale is that you want to a leave small balance on the card so that it correctly shows as active on y...
- Mon Mar 10, 2014 7:04 pm
- Forum: Personal Investments
- Topic: Admiral shares at non-Vanguard brokerages: share info
- Replies: 28
- Views: 15851
Re: Admiral shares at non-Vanguard brokerages: share info
Have you asked about the corresponding Signal shares?