Search found 8 matches

by Isaac'sFoundation
Sun Mar 15, 2020 8:41 pm
Forum: Investing - Theory, News & General
Topic: Tax loss harvesting and selling a mutual fund within 30 days of purchase
Replies: 12
Views: 820

Re: Tax loss harvesting and selling a mutual fund within 30 days of purchase

Here is my take on kriskd's questions: General info: A wash sale occurs within a 61 day window. 30 days before the day of the sale, the day of the sale and 30 days after the day of the sale. If you purchase any shares of a "substantially identical" security, e.g., you sold Ford and bought Ford, you ...
by Isaac'sFoundation
Mon Feb 10, 2020 5:05 pm
Forum: US Chapters
Topic: Wisconsin - Madison Meetings - Master Thread
Replies: 156
Views: 69164

Re: Wisconsin - Madison Meetings - Master Thread

For those of you interested in hearing financial speakers, below is the information on the upcoming AAII Madison SIG meeting: Our February 19 meeting is rapidly approaching and we have a fascinating topic in store for attendees: Tips and Pitfalls for US Investors Considering Living Abroad and/or Dir...
by Isaac'sFoundation
Sat Dec 21, 2019 7:52 pm
Forum: Personal Finance (Not Investing)
Topic: Changes to 401(k) and IRAs, SECURE Act - It's signed
Replies: 292
Views: 23088

Re: Changes to 401(k) and IRAs, SECURE Act - It's signed

I disagree with this answer. Disbursements from inherited IRAs can be in cash or in journaled securities, moved to a taxable account. I currently move my inherited IRA RMDs as journaled shares. By doing it this way, I avoid transaction costs and eliminate settlement timing risks. The basis of the mo...
by Isaac'sFoundation
Sat Dec 21, 2019 7:31 pm
Forum: US Chapters
Topic: Wisconsin - Madison Meetings - Master Thread
Replies: 156
Views: 69164

Re: Wisconsin - Madison Meetings - Master Thread

Sprecher's in Madison has closed permanently. I have not heard about a Dec 2019 meeting. Any admin comment on any upcoming meetings? A reminder: The Madison Bogleheads will be meeting at noon on Saturday, Dec. 13th, at Sprecher's Pub, 1262 John Q. Hammond, Dr., on Madison's far west side. See ya the...
by Isaac'sFoundation
Sat Dec 21, 2019 7:16 pm
Forum: US Chapters
Topic: Wisconsin - Madison Meetings - Master Thread
Replies: 156
Views: 69164

Re: Wisconsin - Madison Meetings - Master Thread

For those of you on my AAII email list, my apologies for the duplication, and for those of you not on my list, I thought you might find my recent email informative: Congress has passed a two-year budget bill, which is expected to receive a presidential signature shortly. The SECURE Act was attached ...
by Isaac'sFoundation
Thu Nov 07, 2019 1:32 pm
Forum: US Chapters
Topic: Wisconsin - Madison Meetings - Master Thread
Replies: 156
Views: 69164

Re: Wisconsin - Madison Meetings - Master Thread

When/where will the next meeting be held? Thanks.
by Isaac'sFoundation
Thu Nov 07, 2019 1:30 pm
Forum: US Chapters
Topic: Wisconsin - Madison Meetings - Master Thread
Replies: 156
Views: 69164

Re: Wisconsin - Madison Meetings - Master Thread

Looking to sit with a true tax planner for people of our group or possibly the Madison AAII sub chapter. I've always done my own taxes and probably will continue to do so, but I'ld like to know if you guys know/use a real planner vs. a glorified tax preparer? I have a handful of questions that I'd ...