Search found 32 matches

by ajc8688
Sat Feb 11, 2012 12:35 pm
Forum: Personal Investments
Topic: Carry Back OR Carry Forward for Foreign Tax Credit Excess
Replies: 5
Views: 774

Re: Carry Back OR Carry Forward for Foreign Tax Credit Exces

Hello Grabiner, I really miss the bogleheads especially during 'taxing' times. I have been busy working overseas - the travelling is tiring. I have noticed a lot of new poster names. Glad I could still recognised a few. Though have not seen "Livesoft," and "Sccritic" for a while....
by ajc8688
Thu Feb 09, 2012 8:24 pm
Forum: Personal Investments
Topic: Carry Back OR Carry Forward for Foreign Tax Credit Excess
Replies: 5
Views: 774

Re: Carry Back OR Carry Forward for Foreign Tax Credit Exces

I used 'H&R BLOCK @ HOME' which support FORM 1116 to do my tax this year. It was 'fairly' easy, I just answered the 'prompt' questions provided by the software, and plugged in my figures. My taxes are fairly simple, no sale of stocks wrt gain or losses to report or foreign accounts elsewhere. My...
by ajc8688
Thu Feb 09, 2012 2:13 pm
Forum: Personal Investments
Topic: Carry Back OR Carry Forward for Foreign Tax Credit Excess
Replies: 5
Views: 774

Carry Back OR Carry Forward for Foreign Tax Credit Excess

This is the first year I am claiming foreign tax credit (FTC) on my wages. No other 'basket', just wages under general income. Have finished possessed the Fed tax with Form 1116 done. After using the Limitation amount allowed, there's still excess amount of $15,000. Questions: 1. Should I carry back...
by ajc8688
Tue Aug 09, 2011 5:10 am
Forum: Investing - Theory, News & General
Topic: Our mentor, Jack Bogle, is interviewed on CNBC this morning
Replies: 15
Views: 3893

Our thanks to all the die-hards bogleheads in this forum especially to Ms. Laura who helped us rebalanced our portfolio some months back. We never look back, or loose any sleep either. Now, we truly understand bogleheads' sentiment, "stick to your goals - Age to bonds and rest easy at night ......
by ajc8688
Sun Apr 03, 2011 8:54 am
Forum: Investing - Theory, News & General
Topic: The $2000 iPad (WSJ article)
Replies: 36
Views: 7428

Bottom line is all about NEEDS versus WANTS.

-
Truly, SIMPLE is GOOD for us.
by ajc8688
Tue Mar 15, 2011 6:55 am
Forum: Investing - Theory, News & General
Topic: Japanese Nikkei crashing 14%, back to March 2009 levels!
Replies: 45
Views: 6647

MekongTrader wrote:
I wish I could help in a meaningful way.

The Japanese people are very resilient and they will come back.

My prayers go out to them.

MT
Okage sama de
(we are what we are because of your kindness)

-
The Carps
by ajc8688
Sat Mar 12, 2011 2:57 pm
Forum: Personal Consumer Issues
Topic: Bing versus Google challenge
Replies: 19
Views: 2766

Threadneedle on Bing and Google, but ...

I found Threadneedle on google, but somehow my Safari will not go into their website. However, I used Bing to search for Threadneedle and have no problem getting into the site through Bing. I have been wanting to check out Threadneedle this week through google. Never use Bing before. Now, I'll just ...
by ajc8688
Sun Mar 06, 2011 6:35 pm
Forum: Personal Consumer Issues
Topic: Irobot Roomba anyone?
Replies: 29
Views: 4633

This cat seems to like it. http://www.liveleak.com/view?i=ba2_1263070026 Our mini schnauzer is following the 540 all over. Ah, love at first sight! Shouldn't the Roomba be following the mini schnauzer to pick up the hair sheddings? Paul Our "Sophie" do not shed :D _________ Truly, SIMPLE ...
by ajc8688
Sat Mar 05, 2011 9:27 am
Forum: Personal Consumer Issues
Topic: Irobot Roomba anyone?
Replies: 29
Views: 4633

snodog wrote:This cat seems to like it.
http://www.liveleak.com/view?i=ba2_1263070026
Our mini schnauzer is following the 540 all over.
by ajc8688
Sat Mar 05, 2011 9:25 am
Forum: Personal Consumer Issues
Topic: Irobot Roomba anyone?
Replies: 29
Views: 4633

That's too much. LOL
by ajc8688
Sat Mar 05, 2011 9:10 am
Forum: Personal Consumer Issues
Topic: Irobot Roomba anyone?
Replies: 29
Views: 4633

540 roomba wandering around like a drunken sailor ...

We bought a 540 roomba at Sams yesterday. After letting it charged up for about ?3 hours-4 hours. I let it go in our loft-like open plan 2500 sq ft kitchen-living room area. The roomba just "wander around like a drunken sailor" cleaning up whatever. At first, I was not very impressed, but ...
by ajc8688
Fri Mar 04, 2011 10:19 am
Forum: Personal Consumer Issues
Topic: Irobot Roomba anyone?
Replies: 29
Views: 4633

A roomba was one of my worst purchases ever. Bought it several years ago (forget the exact cost, but it was quite expensive for a vacuum). It would never manage to get an entire room clean, but would instead circle over the same area again and again. Within a few months it stopped working and we ha...
by ajc8688
Fri Mar 04, 2011 10:09 am
Forum: Personal Consumer Issues
Topic: Irobot Roomba anyone?
Replies: 29
Views: 4633

Appreciate the feedback.

Appreciate the feedback guys. I've read the Amazon reviews. I was hoping to purchase one in Amazon via the BH link. Going to a brick and mortar place like Sears and Bestbuy this afternoon to look at the 530 series.

Have a good one ahead, everyone.

-
Truly is SIMPLE for us.
The Carps
by ajc8688
Fri Mar 04, 2011 10:00 am
Forum: Personal Consumer Issues
Topic: Irobot Roomba anyone?
Replies: 29
Views: 4633

Silence Dogwood wrote:I BELIEVE IT IS AGAINST THE BOGLEHEADS FORUM'S POLICIES TO HAVE THREAD TITLES IN ALL CAPS.
What is this about? Are you speaking of this particular thread title? If so, do have a second look.

Have a good weekend ahead.
by ajc8688
Thu Mar 03, 2011 4:44 pm
Forum: Personal Consumer Issues
Topic: Irobot Roomba anyone?
Replies: 29
Views: 4633

forum search ...

Appreciate the link and headsup.

Sincerely,
ajc8688
by ajc8688
Thu Mar 03, 2011 4:25 pm
Forum: Personal Consumer Issues
Topic: Irobot Roomba anyone?
Replies: 29
Views: 4633

Irobot Roomba anyone?

So my sis-in-law was telling my wife how wonderful her irobot roomba 530 is. Now my sweet wife wants one. Any Bogleheads has one? And what in the world is the roomba 530? I've checked their website about the products and they're more roombas! If any BH has a roomba ... would like to hear some though...
by ajc8688
Thu Feb 24, 2011 12:48 pm
Forum: Personal Consumer Issues
Topic: Cellphone to use while overseas ...
Replies: 9
Views: 1458

Thank ya'll for the input and headsup. I will do more digging around. The WIFI at the corporate hotel in Rio sucks. Usually it is a one night stay b4 I fly out to the rig. I have not check out my current AT&T cellphone intl plan yet - probably it'll be ridiculously high.

Best Wishes.
by ajc8688
Wed Feb 23, 2011 7:31 pm
Forum: Personal Consumer Issues
Topic: New Orleans weekend
Replies: 18
Views: 3335

also check out Johnny's Poboys ....

Also do check out Johnny's Poboys at 511 Saint Louis Street. Be prepared for a long line and find a place to sit .. it is a regular eating place not a fancy joint. Always crowded. Great food at a reasonable price.

Have a great time and stay safe!

-
Truly, SIMPLE is GOOD for us.
The Carps
by ajc8688
Wed Feb 23, 2011 6:02 pm
Forum: Personal Consumer Issues
Topic: Cellphone to use while overseas ...
Replies: 9
Views: 1458

Cellphone to use while overseas ...

Dear Bogleheads, I worked in Brazil every other month. In the past, I use my laptop to SKYPE/video home. However, due to company's policy, private laptops is not allowed. I 'hunting' for a cellphone that will give me the best options to call home while in Brazil. Any idea a 'refurbished' IPHONE by A...
by ajc8688
Wed Feb 23, 2011 5:45 pm
Forum: Personal Consumer Issues
Topic: Turbo Tax
Replies: 32
Views: 4989

1st time for us - doing our own taxes with a software

We finished our e-filed on Feb 21st - Monday. Instead of going to a human in H&R Block this year, we did it online using H&R BLOCK DELUXE. The experience is 'empowering'. The 'interviews'/questions asked by the software were simple and straight forward. We always go to a H&R Block office...
by ajc8688
Sat Jan 29, 2011 10:04 am
Forum: Personal Investments
Topic: Do you have a CPA?
Replies: 43
Views: 6456

H&R BLOCK

We used H&R Block every year. My wife organized all the needed paper work. The CPA at the H&R Block office just input the figures in the pc. No brilliant tax advices from the CPA, not even about maxing out 401k to reduce taxes. Last year, the costs was $377.00. The costs increases annually. ...
by ajc8688
Wed Jan 19, 2011 2:16 pm
Forum: Personal Investments
Topic: 1099G FORM
Replies: 13
Views: 2197

underpaid rather overpaid?

So, bottom line is better to underpay rather overpay our state tax to avoid a 1099G?
by ajc8688
Wed Jan 19, 2011 12:21 pm
Forum: Personal Investments
Topic: 1099G FORM
Replies: 13
Views: 2197

Thanks again, Bolgeheads!

Got it. I did itemised.

Once again, appreciate the info from ya'll.

sscritic : will check out the website you've mentioned.



Sincerely,
by ajc8688
Wed Jan 19, 2011 11:54 am
Forum: Personal Investments
Topic: 1099G FORM
Replies: 13
Views: 2197

1099G FORM

A 1099G Form came today. The amt is $1402.00 for a refund for the year 2009. I recalled last year, when I did my tax with H&R Block, I had an overpayment of state tax of that same amount : $1,402.00. The H&R accountant asked me whether I want to use that credit towards my estimated state tax...
by ajc8688
Thu Dec 09, 2010 7:29 pm
Forum: Personal Investments
Topic: Vanguard Lifestrategy Growth Fund (VASGX) for minors
Replies: 12
Views: 5723

Thank ya'll for your feedbacks/response. maj: "LifeStrategy Growth for young teens? ... a superb investment re diversification and automatic rebalancing, especially since the recent reduction of the Asset Allocation Fund as a part of the portfolio." Exactly. A one-in-all-fund and AUTOMATIC...
by ajc8688
Wed Dec 08, 2010 4:29 pm
Forum: Personal Investments
Topic: Vanguard Lifestrategy Growth Fund (VASGX) for minors
Replies: 12
Views: 5723

Vanguard Lifestrategy Growth Fund (VASGX) for minors

Hello, We have two young sons. Ages, 13 and 14. Both of them have saved some monies in a money market acct. $3K each. I hv suggested to them that I could open a Vanguard UGMA acct for each of them and buy Vanguard Lifestrategy Growth Fund (VASGX). I suggested that fund because of the BH's age-bond t...
by ajc8688
Mon Dec 06, 2010 4:03 pm
Forum: Personal Investments
Topic: appreciate help for rebalancing for this dummy's 401k
Replies: 13
Views: 1800

We are grateful.

Dear Laura, Today I have finished my 401k rebalance for the new year ahead. We want to say a big thank you for walking us through the basics of investing for our future. We will support and will continue to learn from you and all the regulars in this truly remarkable community of Bogleheads! Best Wi...
by ajc8688
Sun Dec 05, 2010 8:07 am
Forum: Personal Investments
Topic: appreciate help for rebalancing for this dummy's 401k
Replies: 13
Views: 1800

laura,

started TR2015 with vanguard. that was easy.

i am so glad to hv found this forum.

looking forward to read the BH's guide to investing.

truly, SIMPLE is good for us;)

sincerely.
by ajc8688
Sat Dec 04, 2010 7:21 pm
Forum: Personal Investments
Topic: appreciate help for rebalancing for this dummy's 401k
Replies: 13
Views: 1800

laura: "The banker will either have you invested in expensive mutual funds or you may be holding cash in a CD or money market type account" you're right. i just check online into my acct. it is NOT a self-directed TIRA. probably a mmarket at 0.7%. (man, i'm been such a numbskull these past...
by ajc8688
Sat Dec 04, 2010 4:06 pm
Forum: Personal Investments
Topic: appreciate help for rebalancing for this dummy's 401k
Replies: 13
Views: 1800

laura: our 2 ira accounts are with capital one, 5 years ago. started with $4500 each. each year, we've put in monies to it. the 2 iras = 18k. truly, i am embarrass to say: i hv no idea ?what? is in iras or how cap. one does it. i hv not seen any breakdowns of our 2 iras, except the monthly bank stat...
by ajc8688
Sat Dec 04, 2010 12:09 am
Forum: Personal Investments
Topic: appreciate help for rebalancing for this dummy's 401k
Replies: 13
Views: 1800

thank y'all for the feedback. laura: besides the 401k. we hv 2 traditional IRAs. not qualify for private roth. however, my company does offer 401k (roth) regardless of income limit. i am not sure about the 401k (roth). i'm not a savvy investor, just an ordinary joe who works hard for a living and tr...
by ajc8688
Fri Dec 03, 2010 11:42 am
Forum: Personal Investments
Topic: appreciate help for rebalancing for this dummy's 401k
Replies: 13
Views: 1800

appreciate help for rebalancing for this dummy's 401k

hello, this is 1st time. pls ignore or pardon any mistake i may hv unwittingly make. i really need help to rebalance my 401k since i hv not look at my 401k since 2008. did not do any thing too. age : 47 tax: MJF (wife - stay at home; he - working) fed tax : 28% : state: 6% todate 401k = $580K always...