Search found 12 matches
- Sun Jan 20, 2019 10:30 am
- Forum: Investing - Theory, News & General
- Topic: John Bogle has died at age 89
- Replies: 856
- Views: 58051
Re: John Bogle has died at age 89
Thank you Mr. Bogle. You have made my life, as well as countless others, much better.
- Mon Jul 16, 2018 6:27 pm
- Forum: Personal Investments
- Topic: Can I Tax loss harvest this?
- Replies: 3
- Views: 539
- Mon Jul 16, 2018 12:16 pm
- Forum: Personal Investments
- Topic: Can I Tax loss harvest this?
- Replies: 3
- Views: 539
Can I Tax loss harvest this?
So I have been TLH the past few months with VTIAX and VFWAX It has left me with the following Lots in VTIAX Date acquired (short term gain/loss) 12/26/2017 – $722.55 02/08/2018 – $51.81 06/29/2018 +$340.85 Ideally I would like to sell the 12/26 and 2/8 lots and keep the 6/29. However, since it is wi...
- Fri Feb 16, 2018 9:35 am
- Forum: Investing - Theory, News & General
- Topic: TLH for absolute dummies [Tax Loss Harvesting]
- Replies: 306
- Views: 59527
Re: TLH for absolute dummies [Tax Loss Harvesting]
I am somewhat confused on one aspect of TLH. I am paid biweekly, and like to be in the habit of paying myself first. Therefore I make biweekly investments into my vanguard taxable account. I have a 2 fund portfolio with VTSAX, and VTIAX. I have the cost basis on specific id. Lets use VTSAX for a hyp...
- Fri Mar 24, 2017 1:03 pm
- Forum: Personal Finance (Not Investing)
- Topic: HSA questions
- Replies: 4
- Views: 503
Re: HSA questions
If it is all invested in an index fund would you be able to do this?theplayer11 wrote:Saturna allows ACH transfers to your bank account..just need to call in
- Fri Mar 24, 2017 12:10 pm
- Forum: Personal Finance (Not Investing)
- Topic: HSA questions
- Replies: 4
- Views: 503
HSA questions
Hello everyone, I am trying to find an HSA that would work best for my situation. I just recieved a HDHP this year, my wife has one with her work for 2 years. We are expecting our first child in a month or so. Ideally I would use the HSA as an additional retirement account, and it seems Saturna is l...
- Mon Jul 27, 2015 8:22 am
- Forum: Personal Finance (Not Investing)
- Topic: Confused about over contributing to Roth after backdoor
- Replies: 3
- Views: 720
Re: Confused about over contributing to Roth after backdoor
Thanks for the advice, I will give them a call today
- Sun Jul 26, 2015 7:10 am
- Forum: Personal Finance (Not Investing)
- Topic: Confused about over contributing to Roth after backdoor
- Replies: 3
- Views: 720
Confused about over contributing to Roth after backdoor
Hello everyone, I am in need of some help, and can not figure this out. My wife and I are both beginning our careers as physicians, starting our new jobs earlier this month. I have taken control over our finances, and fired our financial adviser. I put $5,500 in a traditional IRA and then rolled it ...
- Wed Jun 17, 2015 7:43 am
- Forum: Personal Investments
- Topic: Help me plan retirement account for this year
- Replies: 8
- Views: 981
Re: Help me plan retirement account for this year
Your goals may be simple, but that is one TALL order. Perhaps you forsee your salaries doubling in the next 5 years as well, to accomplish accumulating $500K between loan payoff, fully funding retirement for both you and her ($50K each per year) and accumulating a 20% down payment on home. Don't fo...
- Wed Jun 17, 2015 7:38 am
- Forum: Personal Investments
- Topic: Help me plan retirement account for this year
- Replies: 8
- Views: 981
Re: Help me plan retirement account for this year
You will need to use the "backdoor" Roth work-around because with $370k income you make too much for a direct Roth contribution. This means you must avoid rolling any of your 401k money to a personal tIRA. See the wiki on it. https://www.bogleheads.org/wiki/Backdoor_Roth_IRA JW This is what I was t...
- Wed Jun 17, 2015 7:29 am
- Forum: Personal Investments
- Topic: Help me plan retirement account for this year
- Replies: 8
- Views: 981
Re: Help me plan retirement account for this year
You will need to use the "backdoor" Roth work-around because with $370k income you make too much for a direct Roth contribution. This means you must avoid rolling any of your 401k money to a personal tIRA. See the wiki on it. https://www.bogleheads.org/wiki/Backdoor_Roth_IRA JW This is what I was t...
- Tue Jun 16, 2015 11:05 pm
- Forum: Personal Investments
- Topic: Help me plan retirement account for this year
- Replies: 8
- Views: 981
Help me plan retirement account for this year
Hello everyone, I have been reading the forums for a little while now and really would appreciate some advice. This is an exciting transition year for myself and my wife. We are both physicians coming out of training. I finished residency last year and she is finishing this month. While we were resi...