Search found 283 matches
- Sun Mar 19, 2023 9:33 am
- Forum: Non-US Investing
- Topic: Vanguard closing accounts? [sudden closure with a Non-US address]
- Replies: 3
- Views: 592
Re: Vanguard closing accounts? [sudden closure with a foreign address]
Added clarification to title to help focus responses. Moderator Pops1860
- Fri Mar 17, 2023 4:46 pm
- Forum: Personal Finance (Not Investing)
- Topic: BOA Savings Account
- Replies: 44
- Views: 3214
Re: BOA Savings Account
This thread has been moved to the "Personal Finance (Not Investing)” forum. Moderator Pops1860
- Thu Mar 16, 2023 9:00 am
- Forum: Investing - Theory, News & General
- Topic: PBS Frontline: Age of Easy Money (Full Documentary)
- Replies: 55
- Views: 6972
Re: PBS Frontline: Age of Easy Money (Full Documentary)
This thread has run its course and is now locked.
Remember forum policy:
Comments in this thread so far give future browsers a good idea of the content of the PBS documentary.
Moderator Pops1860
Remember forum policy:
Non-actionable or Trolling Topics
If readers can't do anything with the content of a topic other than argue about it, it does not belong here. Examples include:
US or world economic, political, tax, health care and climate policies
Comments in this thread so far give future browsers a good idea of the content of the PBS documentary.
Moderator Pops1860
- Sun Mar 12, 2023 1:03 pm
- Forum: Investing - Theory, News & General
- Topic: [Bank failure discussion mega-thread]
- Replies: 1944
- Views: 126275
Re: [Silicon Valley Bank fails, FDIC takes over]
Please remember forum rules:
Some previous comments are borderline in this regard, and risk derailing this thread. Please keep doscussion focused on financial and investment aspects/concerns of the evolving situation. Moderator Pops1860
If readers can't do anything with the content of a topic other than argue about it, it does not belong here. Examples include:
US or world economic, political, tax, health care and climate policies
Some previous comments are borderline in this regard, and risk derailing this thread. Please keep doscussion focused on financial and investment aspects/concerns of the evolving situation. Moderator Pops1860
- Sun Mar 12, 2023 12:44 pm
- Forum: Personal Finance (Not Investing)
- Topic: Where to look for bank bonus offers?
- Replies: 4
- Views: 580
Re: Where to look for bank bonus offers?
This thread has been moved to the “Personal Finance (Not Investing)” forum. Moderator Pops1860
- Sun Mar 12, 2023 9:04 am
- Forum: Personal Finance (Not Investing)
- Topic: Tax loss harvesting as bridge loan alternative - poke holes in this please!
- Replies: 9
- Views: 541
Re: Tax loss harvesting as bridge loan alternative - poke holes in this please!
This thread has been moved to the “Personal Finance (Not Investing)" forum. Moderator Pops1860
- Sat Mar 11, 2023 8:26 pm
- Forum: Personal Investments
- Topic: How to calculate the effect of expense ratio on retirement savings?
- Replies: 57
- Views: 4102
Re: How to calculate the effect of expense ratio on retirement savings?
This thread has been moved to the “Personal Investments” forum. OP is evaluating his personal investment strategy. Moderator Pops1860
- Fri Mar 10, 2023 6:32 pm
- Forum: Personal Investments
- Topic: Help filing IRA recharacterization + backdoor
- Replies: 20
- Views: 981
Re: Help filing IRA recharacterization + backdoor
This thread has been moved to the “Personal Investments” forum. Moderator Pops1860
- Mon Mar 06, 2023 7:19 pm
- Forum: Personal Investments
- Topic: How to withdraw from 3 fund portfolio in retirement
- Replies: 10
- Views: 1982
Re: How to withdraw from 3 fund portfolio in retirement
This thread has been movd to the “Personal Investments” forum. Moderator Pops1860
- Sun Mar 05, 2023 8:57 am
- Forum: Personal Finance (Not Investing)
- Topic: Can we buy this home?
- Replies: 20
- Views: 2053
Re: Can we buy this home?
This thread has been moved to the “Personal Finance (Not Investing)” forum. Moderator Pops1860
- Fri Mar 03, 2023 4:27 pm
- Forum: Personal Consumer Issues
- Topic: Transcedental Meditation
- Replies: 37
- Views: 3017
Re: Transcedental Meditation
Reminder:
Please keep comments focused on OP's question of whether or not TM is worth a $1000 investment, and/or alternative resources.
Discussion of the details of TM itself may risk derailng this thread.
Moderator Pops1860
Please keep comments focused on OP's question of whether or not TM is worth a $1000 investment, and/or alternative resources.
Discussion of the details of TM itself may risk derailng this thread.
Moderator Pops1860
- Fri Mar 03, 2023 9:16 am
- Forum: Personal Finance (Not Investing)
- Topic: Tax year 2022 Hr block mortgage interest deduction
- Replies: 3
- Views: 565
Re: Tax year 2022 Hr block mortgage interest deduction
This thread has been moved to the “Personal Finance (Not Investing)” forum. Pops1860
- Thu Mar 02, 2023 5:43 pm
- Forum: Investing - Theory, News & General
- Topic: Why are VTI, VTSAX, and ITOT tracking the market differently? [3/2/2023]
- Replies: 48
- Views: 2881
Re: Why the difference in VTI and VOO today?
Merged several threads on essentially the same topic into one thread. Moderator Pops1860
- Thu Mar 02, 2023 5:26 pm
- Forum: Personal Consumer Issues
- Topic: PSA - LastPass breach!
- Replies: 701
- Views: 52735
Re: PSA - LastPass breach!
This new thread has been merged into this on-going thread on the same topic. Moderator Pops1860
- Thu Mar 02, 2023 5:19 pm
- Forum: Personal Investments
- Topic: [Uncomplicated Vanguard Fund For 80 Year Old Spouse]
- Replies: 18
- Views: 1885
Re: [Uncomplicated Vanguard Fund For 80 Year Old Spouse]
This thread has been moved to the “Personal Investments” forum. Moderator Pops1860
- Thu Mar 02, 2023 5:11 pm
- Forum: Personal Finance (Not Investing)
- Topic: How do I request IRS for "First Time Abatement"
- Replies: 7
- Views: 899
Re: How do I request IRS for "First Time Abatement"
Both these threads have been merged. Moderator Pops1860
- Thu Mar 02, 2023 11:56 am
- Forum: Investing - Theory, News & General
- Topic: Taxation of Treasury bills, notes and bonds
- Replies: 317
- Views: 38532
Re: Taxation of Treasury bills, notes and bonds
This new thread above has been merged with a previous on-going thread on the same topic. Moderator Pops1860
- Thu Mar 02, 2023 9:48 am
- Forum: Personal Finance (Not Investing)
- Topic: Did you take Social Security before 70 and not regret the decision?
- Replies: 160
- Views: 9755
Re: Did you take Social Security before 70 and not regret the decision?
This thread has run its course and is now locked. Replies are routinely straying from OP's question about relevant personal experiences. Moderator Pops1860
- Wed Mar 01, 2023 9:29 am
- Forum: Personal Investments
- Topic: Fidelity portfolio international investment options?
- Replies: 6
- Views: 559
Re: Fidelity portfolio international investment options?
This thread has been moved to the “Personal Investments” forum. Moderator Pops1860
- Mon Feb 27, 2023 7:59 pm
- Forum: Personal Consumer Issues
- Topic: SIXT auto rental bait and switch
- Replies: 15
- Views: 1480
Re: SIXT auto rental bait and switch
This thread has been moved to the “Personal Consumer Issues” forum. Moderator Pops1860
- Mon Feb 27, 2023 6:30 pm
- Forum: Personal Finance (Not Investing)
- Topic: Seeking mortgage guidance
- Replies: 2
- Views: 262
Re: Seeking mortgage guidance
This thread has been moved to the “Personal Finance (Not Investing)” forum. Moderator Pops1860
- Mon Feb 27, 2023 2:07 pm
- Forum: Personal Investments
- Topic: Fidelity to Vanguard Question
- Replies: 21
- Views: 2262
Re: Fidelity to Vanguard Question
Please focus on OP's question. Multiple replies that are 'just opinions' can derail a thread.
OP is a new member, and posted his question very precisely. Please welcome him to the forum without derailing things here.
Moderator Pops1860
OP is a new member, and posted his question very precisely. Please welcome him to the forum without derailing things here.
Moderator Pops1860
- Sun Feb 26, 2023 1:33 pm
- Forum: Personal Finance (Not Investing)
- Topic: What methods do you use to make sure you are fair when gifting to an adult child?
- Replies: 130
- Views: 9095
Re: What methods do you use to make sure you are fair when gifting to an adult child?
This thread has run its course and is now locked. Discussions have wandered from addressing OP's situation. Moderator Pops1860
- Sun Feb 26, 2023 1:04 pm
- Forum: Personal Investments
- Topic: Edward Jones Question
- Replies: 14
- Views: 1454
Re: Edward Jones Question
Agree. And have the investment firm that you are transferring the funds to initiate the transfer. I am assuming you want to transfer all the $$ you have at Edward Jones. But I guess transferring just part of your holdings at EJ would work as well.I'd suggest your wife initiate a transfer to her favorite custodian (perhaps Vanguard - since you already have accounts there).
Your new investment firm will handle all the details (like selling, etc.) after consulting with you.
Good luck.
- Sat Feb 25, 2023 10:52 am
- Forum: Personal Finance (Not Investing)
- Topic: Help with inherited IRA
- Replies: 8
- Views: 765
Re: Help with inherited IRA
This topic has been moved to the "Personal Finance (Not Investing)” forum. Moderator Pops1860
- Thu Feb 23, 2023 7:08 pm
- Forum: Investing - Theory, News & General
- Topic: Delay Social Security to age 70 and Spend more money at 62: How's It Going?
- Replies: 130
- Views: 17806
Re: Delay Social Security to age 70 and Spend more money at 62: How's It Going?
This thread has run its course and is now locked. Moderator Pops1860
- Thu Feb 23, 2023 9:38 am
- Forum: Personal Consumer Issues
- Topic: Casino Trip, Sports Bet Promo
- Replies: 22
- Views: 1650
Re: Casino Trip, Sports Bet Promo
Discussion of gambling (personal) issues is not an allowable topic for this forum. This thread has run its course and is now locked.
Moderator Pops1860
Moderator Pops1860
- Wed Feb 22, 2023 8:31 am
- Forum: Personal Finance (Not Investing)
- Topic: ACA Subsidies vs Roth Conversions
- Replies: 59
- Views: 5457
Re: ACA Subsidies vs Roth Conversions
Please keep comments focused on OP's question.
Discussions of 'ethical' aspects of legal tax procedures are off-topic.
Moderator Pops1860.
Discussions of 'ethical' aspects of legal tax procedures are off-topic.
Moderator Pops1860.
- Mon Feb 20, 2023 1:58 pm
- Forum: Personal Finance (Not Investing)
- Topic: Umbrella policy rate nearly doubled
- Replies: 24
- Views: 3480
Re: Umbrella policy rate nearly doubled
This thread has been moved to the “Personal Finance (Not Investing)” forum. Moderator Pops1860
- Sat Feb 18, 2023 12:24 pm
- Forum: Personal Finance (Not Investing)
- Topic: Increasing or decreasing wealth path in retirement?
- Replies: 91
- Views: 7223
Re: Increasing or decreasing wealth path in retirement?
This thread has run its course and is now locked.
Discussions involving personal relationships are off-topic for this forum.
In addition, remember forum rules for civility in discussions:
Moderator Pops1860
Discussions involving personal relationships are off-topic for this forum.
In addition, remember forum rules for civility in discussions:
Discussions are about issues, not people. If you disagree with an idea, go ahead and marshal all your forces against it. But do not confuse ideas with the person posting them. At all times we must conduct ourselves in a respectful manner to other posters. Attacks on individuals, insults, name calling, trolling, baiting or other attempts to sow dissension are not acceptable.
Moderator Pops1860
- Sat Feb 18, 2023 12:03 pm
- Forum: Personal Consumer Issues
- Topic: how to register yubikey at VG
- Replies: 8
- Views: 833
Re: how to register yubikey at VG
This thread has been moved to the “Personal Consumer Issues” forum (computer issue, not investing per se). Moderator Pops1860
- Sat Feb 18, 2023 11:00 am
- Forum: Personal Consumer Issues
- Topic: Invisalign - Your Experiences
- Replies: 7
- Views: 787
Re: Invisalign - Your Experiences
This thread is locked per forum rules:
Medical Issues
Questions on medical issues are beyond the scope of the forum. If you are looking for medical information online, I suggest you start with the Medical Library Association's User's Guide to Finding and Evaluating Health Information on the Web which, in addition to providing guidance on evaluating health information, includes a list of their top recommended sites. #
- Fri Feb 17, 2023 8:37 am
- Forum: Personal Finance (Not Investing)
- Topic: Managing excess Roth contributions and nondeductible TIRA contributions
- Replies: 4
- Views: 359
Re: Managing excess Roth contributions and nondeductible TIRA contributions
This Topic has been moved to the “Personal Finance (Not Investing)” forum (involves taxes). Moderator Pops1860
- Thu Feb 16, 2023 9:51 am
- Forum: Personal Consumer Issues
- Topic: Trouble with Vanguard website
- Replies: 3
- Views: 513
Re: Trouble with Vanguard website
This topic has been moved to the “Personal Consumer Issues” forum (website/PC issue). Moderator Pops1860
- Thu Feb 16, 2023 8:11 am
- Forum: Personal Finance (Not Investing)
- Topic: Downside to moving taxable money into Roth IRAs?
- Replies: 11
- Views: 1736
Re: Downside to moving taxable money into Roth IRAs?
This topic has been moved to the “Personal Finance (Not Investing)” forum. Moderator Pops1860
- Wed Feb 15, 2023 9:57 am
- Forum: Personal Finance (Not Investing)
- Topic: Tax Questions
- Replies: 3
- Views: 432
Re: Tax Questions
This topic has been moved to the “Personal Finance (Not Investing)” forum. Moderator Pops1860
- Tue Feb 14, 2023 9:25 am
- Forum: Personal Finance (Not Investing)
- Topic: How is income from U.S. obligations handled by state tax software?
- Replies: 26
- Views: 1640
Re: How is income from U.S. obligations handled by state tax software?
This topic moved to the “Personal Finance (Not Investing)” forum. Moderator Pops1860
- Tue Feb 07, 2023 4:44 pm
- Forum: Personal Finance (Not Investing)
- Topic: Capital One 11-month CD's now earning 5%
- Replies: 55
- Views: 9911
Re: Capital One 11-month CD's now earning 5%
This thread has been moved to the “Personal Finance (Not Investing)” forum. Moderator Pops1860
- Mon Feb 06, 2023 9:27 pm
- Forum: Personal Consumer Issues
- Topic: Switch out and in to get new account promotion for cell phone
- Replies: 18
- Views: 1283
Re: Switch out and in to get new account promotion for cell phone
This thread has been moved to the “Personal Consumer Issues” forum. Moderator Pops1860
- Mon Feb 06, 2023 2:46 pm
- Forum: Personal Investments
- Topic: Question about Retirement Account Contributions
- Replies: 9
- Views: 992
Re: Question about Retirement Account Contributions
OP has opened a new thread with updated information. viewtopic.php?t=397048
This thread is now locked, please use updated thread link for additional responses going forward.
Moderator Pops1860
This thread is now locked, please use updated thread link for additional responses going forward.
Moderator Pops1860
- Mon Feb 06, 2023 1:44 pm
- Forum: Personal Consumer Issues
- Topic: Identity issue for 65 baby boomer
- Replies: 7
- Views: 904
Re: Identity issue for 65 baby boomer
This thread has been moved to the “Personal Consumer Issues” forum. Moderator Pops1860
- Mon Feb 06, 2023 11:02 am
- Forum: Investing - Theory, News & General
- Topic: VXUS [Why invest in Vanguard Total International Stock?]
- Replies: 208
- Views: 15762
Re: VXUS [Why invest in Vanguard Total International Stock?]
This thread has run its course and is now locked.
In future, please remember forum policy:
Moderator Pops1860
In future, please remember forum policy:
Discussions are about issues, not people. If you disagree with an idea, go ahead and marshal all your forces against it. But do not confuse ideas with the person posting them. At all times we must conduct ourselves in a respectful manner to other posters. Attacks on individuals, insults, name calling, trolling, baiting or other attempts to sow dissension are not acceptable.
Moderator Pops1860
- Mon Feb 06, 2023 10:44 am
- Forum: Personal Finance (Not Investing)
- Topic: [Vanguard mistake on 1099-R - How to correct?]
- Replies: 3
- Views: 269
Re: Split from: Vanguard mistake on 2021 1099-R costing me thousands of dollars
This thread has been split into a new topic, but reference to previous thread discussion is given above. Moderator Pops1860
- Sun Feb 05, 2023 8:16 pm
- Forum: Investing - Theory, News & General
- Topic: Social Security Question (Not Political)
- Replies: 24
- Views: 3743
Re: Social Security Question (Not Political)
This thread has been moved to the “Investing - Theory, News & General” forum. Moderator Pops1860
- Sun Feb 05, 2023 9:42 am
- Forum: Personal Finance (Not Investing)
- Topic: Prudential Annuity Sold to Bermuda Co Fortitude RE [Portfolio help]
- Replies: 22
- Views: 266
Re: Prudential Annuity Sold to Bermuda Co Fortitude RE
There is a previous short thread on this topic:
viewtopic.php?p=6752056#p6752056
Moderator Pops1860
viewtopic.php?p=6752056#p6752056
Moderator Pops1860
- Sun Feb 05, 2023 8:57 am
- Forum: Non-US Investing
- Topic: U.K. gilts
- Replies: 10
- Views: 1736
Re: U.K. gilts
This thread has been moved to the 'Non-US Investing' forum. Moderator Pops1860
- Fri Feb 03, 2023 8:31 am
- Forum: Personal Finance (Not Investing)
- Topic: Emergency Fund (Set It And Forget It)
- Replies: 20
- Views: 1644
Re: Emergency Fund (Set It And Forget It)
This thread has been moved to the "Personal Finance (Not Investing)” forum. Moderator Pops1860
- Fri Feb 03, 2023 8:05 am
- Forum: Personal Finance (Not Investing)
- Topic: Second year - Part II of Form 8606 help/guidance
- Replies: 21
- Views: 1673
Re: Second year - Part II of Form 8606 help/guidance
This thread has been moved to the "Personal Finance (Not Investing)” forum. Moderator Pops1860
- Fri Feb 03, 2023 7:52 am
- Forum: Personal Finance (Not Investing)
- Topic: Take pay cut to begin path to retirement?
- Replies: 23
- Views: 2377
Re: Take pay cut to begin path to retirement?
This thread has been moved to the “Personal Finance (Not Investing)” forum. Moderator Pops1860
- Thu Feb 02, 2023 4:13 pm
- Forum: Personal Consumer Issues
- Topic: 1Password experience and question
- Replies: 27
- Views: 2123
Re: 1Password experience and question
This thread has been moved to the “Personal Consumer Issues” forum. Moderator Pops1860