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My New Retirement Thinking: LMP or 2% SWR

Last post by Leesbro63 « Tue Oct 15, 2024 4:13 pm
Posted in Investing - Theory, News & General
Replies: 25
by Leesbro63 » Tue Oct 15, 2024 7:09 am » in Investing - Theory, News & General

25 Replies

1175 Views

Last post by Leesbro63
Tue Oct 15, 2024 4:13 pm
Made a terrible mistake in contributing to megabackdoor-Roth, $7.3k went to Roth instead, messed taxes

Last post by bloom2708 « Tue Oct 15, 2024 4:13 pm
Posted in Personal Finance (Not Investing)
Replies: 24
by bogle005 » Tue Oct 15, 2024 12:37 pm » in Personal Finance (Not Investing)

24 Replies

652 Views

Last post by bloom2708
Tue Oct 15, 2024 4:13 pm
Concentration of Employer Stock vs Paying Cap Gains

Last post by Hogan773 « Tue Oct 15, 2024 4:12 pm
Posted in Personal Investments
Replies: 13
by Hogan773 » Tue Oct 15, 2024 2:19 pm » in Personal Investments

13 Replies

299 Views

Last post by Hogan773
Tue Oct 15, 2024 4:12 pm
Transfer from one phone to another - My Experience Normal?

Last post by LotsaGray « Tue Oct 15, 2024 4:11 pm
Posted in Personal Consumer Issues
Replies: 16
by yankees60 » Sun Oct 13, 2024 4:01 pm » in Personal Consumer Issues

16 Replies

1158 Views

Last post by LotsaGray
Tue Oct 15, 2024 4:11 pm
IRA Recharacterization, Earnings/Losses, & Backdoor Roth

Last post by zolt4n « Tue Oct 15, 2024 4:11 pm
Posted in Personal Investments

by zolt4n » Tue Oct 15, 2024 4:11 pm » in Personal Investments

0 Replies

11 Views

Last post by zolt4n
Tue Oct 15, 2024 4:11 pm
Inverse ETFs huge expenses?

Last post by arcticpineapplecorp. « Tue Oct 15, 2024 4:09 pm
Posted in Personal Investments
Replies: 11
by Boron1913 » Mon Oct 14, 2024 10:25 pm » in Personal Investments

11 Replies

505 Views

Last post by arcticpineapplecorp.
Tue Oct 15, 2024 4:09 pm
Purchasing MYGAs (multi year guaranteed annuities) - mega thread

Last post by KK2020 « Tue Oct 15, 2024 4:08 pm
Posted in Investing - Theory, News & General
Replies: 2842
by Stinky » Thu Dec 31, 2020 6:46 am » in Investing - Theory, News & General
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2842 Replies

389873 Views

Last post by KK2020
Tue Oct 15, 2024 4:08 pm
Inventory of Household Contents (how-to)

Last post by texas lawdog « Tue Oct 15, 2024 4:08 pm
Posted in Personal Finance (Not Investing)
Replies: 20
by verbose » Mon Mar 21, 2022 4:33 pm » in Personal Finance (Not Investing)

20 Replies

2833 Views

Last post by texas lawdog
Tue Oct 15, 2024 4:08 pm
Fidelity Rewards Card - Do You Use Joint Owner Feature?

Last post by JayB « Tue Oct 15, 2024 4:08 pm
Posted in Personal Consumer Issues
Replies: 16
by ruanddu » Tue Oct 08, 2024 10:08 am » in Personal Consumer Issues

16 Replies

1158 Views

Last post by JayB
Tue Oct 15, 2024 4:08 pm
In desperate need of 11 year old statements from Vanguard

Last post by bongo « Tue Oct 15, 2024 4:07 pm
Posted in Personal Finance (Not Investing)
Replies: 17
by OatmealAddict » Tue Oct 15, 2024 11:02 am » in Personal Finance (Not Investing)

17 Replies

1171 Views

Last post by bongo
Tue Oct 15, 2024 4:07 pm
Rollover over 401K plan

Last post by bikefish « Tue Oct 15, 2024 4:06 pm
Posted in Personal Investments
Replies: 2
by rich126 » Tue Oct 15, 2024 3:20 pm » in Personal Investments

2 Replies

67 Views

Last post by bikefish
Tue Oct 15, 2024 4:06 pm
torn between DIY and advisor/planner

Last post by john0608 « Tue Oct 15, 2024 4:05 pm
Posted in Personal Investments
Replies: 19
by s64s » Tue Oct 15, 2024 9:24 am » in Personal Investments

19 Replies

812 Views

Last post by john0608
Tue Oct 15, 2024 4:05 pm
Taking Profits

Last post by trjack57 « Tue Oct 15, 2024 4:03 pm
Posted in Personal Investments
Replies: 27
by trjack57 » Tue Oct 15, 2024 10:00 am » in Personal Investments

27 Replies

1008 Views

Last post by trjack57
Tue Oct 15, 2024 4:03 pm
No Income For 10 Years

Last post by rakish_weasel « Tue Oct 15, 2024 4:01 pm
Posted in Personal Investments
Replies: 3
by Pversys » Tue Oct 15, 2024 1:58 pm » in Personal Investments

3 Replies

334 Views

Last post by rakish_weasel
Tue Oct 15, 2024 4:01 pm
Second Home Condo.

Last post by edge « Tue Oct 15, 2024 4:00 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by rvawaywego » Tue Oct 15, 2024 12:42 pm » in Personal Finance (Not Investing)

10 Replies

540 Views

Last post by edge
Tue Oct 15, 2024 4:00 pm
Found a good travel CPAP

Last post by bikefish « Tue Oct 15, 2024 4:00 pm
Posted in Personal Consumer Issues
Replies: 3
by bikefish » Tue Oct 15, 2024 8:39 am » in Personal Consumer Issues

3 Replies

245 Views

Last post by bikefish
Tue Oct 15, 2024 4:00 pm
New feature - Additional ways to quote posts

Last post by Peculiar_Investor « Tue Oct 15, 2024 3:54 pm
Posted in Forum Issues and Administration
Replies: 1
by LadyGeek » Tue Oct 15, 2024 3:09 pm » in Forum Issues and Administration

1 Replies

114 Views

Last post by Peculiar_Investor
Tue Oct 15, 2024 3:54 pm
Do you stay the course AFTER you've won the game?

Last post by ByThePond « Tue Oct 15, 2024 3:52 pm
Posted in Investing - Theory, News & General
Replies: 80
by A440 » Sat Oct 12, 2024 6:22 am » in Investing - Theory, News & General
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80 Replies

7207 Views

Last post by ByThePond
Tue Oct 15, 2024 3:52 pm
403b or Taxable

Last post by White Coat Investor « Tue Oct 15, 2024 3:50 pm
Posted in Personal Investments
Replies: 2
by EggyFunds » Tue Oct 15, 2024 3:24 pm » in Personal Investments

2 Replies

88 Views

Last post by White Coat Investor
Tue Oct 15, 2024 3:50 pm
HSA questions

Last post by cas « Tue Oct 15, 2024 3:48 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by josephny » Tue Oct 15, 2024 2:59 pm » in Personal Finance (Not Investing)

3 Replies

146 Views

Last post by cas
Tue Oct 15, 2024 3:48 pm
Sure would be nice if we could have a multi-quote feature

Last post by Peculiar_Investor « Tue Oct 15, 2024 3:48 pm
Posted in Forum Issues and Administration
Replies: 26
by soretired » Sun Aug 20, 2023 6:34 pm » in Forum Issues and Administration

26 Replies

10699 Views

Last post by Peculiar_Investor
Tue Oct 15, 2024 3:48 pm
Medicare Part D - best coverage for the unexpected

Last post by nanciT « Tue Oct 15, 2024 3:42 pm
Posted in Personal Finance (Not Investing)
Replies: 13
by stlrick » Tue Oct 15, 2024 9:03 am » in Personal Finance (Not Investing)

13 Replies

635 Views

Last post by nanciT
Tue Oct 15, 2024 3:42 pm
Dividend Capture for retirement yields 21%

Last post by pshonore « Tue Oct 15, 2024 3:37 pm
Posted in Personal Investments
Replies: 9
by easymoney09 » Tue Oct 15, 2024 10:08 am » in Personal Investments

9 Replies

706 Views

Last post by pshonore
Tue Oct 15, 2024 3:37 pm
Is Paying Taxes at Year-End Without Penalties Possible?

Last post by nalor511 « Tue Oct 15, 2024 3:36 pm
Posted in Personal Finance (Not Investing)
Replies: 13
by smtaurus13 » Tue Oct 15, 2024 9:27 am » in Personal Finance (Not Investing)

13 Replies

809 Views

Last post by nalor511
Tue Oct 15, 2024 3:36 pm
ideas for super low budget adult Halloween costume?

Last post by barnaclebob « Tue Oct 15, 2024 3:33 pm
Posted in Personal Consumer Issues
Replies: 28
by biscuit5 » Sun Oct 13, 2024 10:44 am » in Personal Consumer Issues

28 Replies

1718 Views

Last post by barnaclebob
Tue Oct 15, 2024 3:33 pm
Do I get to re-retire if my portfolio goes up?

Last post by muffins14 « Tue Oct 15, 2024 3:29 pm
Posted in Personal Finance (Not Investing)
Replies: 52
by lecithar » Sun Oct 13, 2024 4:46 pm » in Personal Finance (Not Investing)
1

2
52 Replies

4154 Views

Last post by muffins14
Tue Oct 15, 2024 3:29 pm
Forum software upgrade bug reports and change requests

Last post by LadyGeek « Tue Oct 15, 2024 3:28 pm
Posted in Forum Issues and Administration
Replies: 746
by Alex Frakt » Sat May 02, 2015 10:15 pm » in Forum Issues and Administration
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746 Replies

320007 Views

Last post by LadyGeek
Tue Oct 15, 2024 3:28 pm
IBKR, IBCs, and LATAM

Last post by galeno « Tue Oct 15, 2024 3:26 pm
Posted in Non-US Investing
Replies: 3
by galeno » Wed Oct 09, 2024 5:25 pm » in Non-US Investing

3 Replies

532 Views

Last post by galeno
Tue Oct 15, 2024 3:26 pm
Excess Liability vs True Umbrella Coverage

Last post by snackdog « Tue Oct 15, 2024 3:25 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by Leesbro63 » Tue Oct 15, 2024 2:28 pm » in Personal Finance (Not Investing)

1 Replies

99 Views

Last post by snackdog
Tue Oct 15, 2024 3:25 pm
Estate Income Tax Return - 1099 and 1098 for a 50/50 shared rental property in San Diego, California

Last post by AliceLB « Tue Oct 15, 2024 3:25 pm
Posted in Personal Finance (Not Investing)

by AliceLB » Tue Oct 15, 2024 3:25 pm » in Personal Finance (Not Investing)

0 Replies

33 Views

Last post by AliceLB
Tue Oct 15, 2024 3:25 pm
Earning Money on your Stocks (Share Loan Programs / Stock Yield Enhancement)

Last post by muffins14 « Tue Oct 15, 2024 3:24 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by LFKB » Tue Oct 15, 2024 12:41 pm » in Personal Finance (Not Investing)

3 Replies

111 Views

Last post by muffins14
Tue Oct 15, 2024 3:24 pm
I asked ChatGPT to write a cover letter for my QCD -- here's what it said

Last post by snackdog « Tue Oct 15, 2024 3:24 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by RationalWalk » Tue Oct 15, 2024 11:59 am » in Personal Finance (Not Investing)

14 Replies

906 Views

Last post by snackdog
Tue Oct 15, 2024 3:24 pm
Chase account getting locked and transfers rejected. What to do / tips to keep it from happening?

Last post by techbud « Tue Oct 15, 2024 3:20 pm
Posted in Personal Finance (Not Investing)
Replies: 20
by MCST » Wed Oct 09, 2024 8:27 am » in Personal Finance (Not Investing)

20 Replies

1350 Views

Last post by techbud
Tue Oct 15, 2024 3:20 pm
Changes to help cut down excessive quotations

Last post by LadyGeek « Tue Oct 15, 2024 3:19 pm
Posted in Forum Issues and Administration
Replies: 114
by Alex Frakt » Thu Oct 10, 2024 1:34 am » in Forum Issues and Administration
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114 Replies

5875 Views

Last post by LadyGeek
Tue Oct 15, 2024 3:19 pm
[What is the difference between "in-plan" and "rollover of in-plan" Roth conversions?]

Last post by neurosphere « Tue Oct 15, 2024 3:19 pm
Posted in Personal Investments
Replies: 5
by mgarofano » Tue Oct 15, 2024 11:26 am » in Personal Investments

5 Replies

177 Views

Last post by neurosphere
Tue Oct 15, 2024 3:19 pm
Nice way to turn down NWM employee I met at an event?

Last post by White Coat Investor « Tue Oct 15, 2024 3:16 pm
Posted in Personal Finance (Not Investing)
Replies: 66
by manlymatt83 » Mon Oct 14, 2024 12:09 pm » in Personal Finance (Not Investing)
1

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66 Replies

5123 Views

Last post by White Coat Investor
Tue Oct 15, 2024 3:16 pm
A time to EVALUATE your jitters

Last post by mbr2000 « Tue Oct 15, 2024 3:16 pm
Posted in Investing - Theory, News & General
Replies: 749
by nisiprius » Sun Aug 07, 2011 7:00 am » in Investing - Theory, News & General
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749 Replies

703222 Views

Last post by mbr2000
Tue Oct 15, 2024 3:16 pm
Best way for spouses to switch HSA accounts?

Last post by terran « Tue Oct 15, 2024 3:10 pm
Posted in Personal Finance (Not Investing)
Replies: 13
by windaar » Sun Oct 06, 2024 12:20 pm » in Personal Finance (Not Investing)

13 Replies

669 Views

Last post by terran
Tue Oct 15, 2024 3:10 pm
Historical parallels to today's investment environment?

Last post by GarfieldBogle « Tue Oct 15, 2024 3:10 pm
Posted in Investing - Theory, News & General
Replies: 1
by Caduceus » Tue Oct 15, 2024 2:36 pm » in Investing - Theory, News & General

1 Replies

132 Views

Last post by GarfieldBogle
Tue Oct 15, 2024 3:10 pm
Anyone heard of Hatteras Core Alternatives?

Last post by Bogie « Tue Oct 15, 2024 3:09 pm
Posted in Personal Investments
Replies: 36
by BradleyB » Thu Sep 28, 2023 1:25 pm » in Personal Investments

36 Replies

6086 Views

Last post by Bogie
Tue Oct 15, 2024 3:09 pm
Windfall Advise! Handling prior to settling on investment path.

Last post by TomatoTomahto « Tue Oct 15, 2024 3:09 pm
Posted in Personal Investments
Replies: 6
by Pete_waited » Tue Oct 15, 2024 11:01 am » in Personal Investments

6 Replies

303 Views

Last post by TomatoTomahto
Tue Oct 15, 2024 3:09 pm
[Split from "Fidelity as a one stop shop" thread - locked or restricted Fidelity account issues]

Last post by Dufus « Tue Oct 15, 2024 3:07 pm
Posted in Personal Finance (Not Investing)
Replies: 687
by ez_mode » Sun Sep 15, 2024 4:49 pm » in Personal Finance (Not Investing)
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687 Replies

42184 Views

Last post by Dufus
Tue Oct 15, 2024 3:07 pm
Deposit $1 with Vanguard, get a hold on withdrawals for 60 days

Last post by CharlesDickens « Tue Oct 15, 2024 3:00 pm
Posted in Personal Finance (Not Investing)
Replies: 33
by Raspberry-503 » Mon Oct 14, 2024 1:47 pm » in Personal Finance (Not Investing)

33 Replies

2389 Views

Last post by CharlesDickens
Tue Oct 15, 2024 3:00 pm
International (Non-US) versus US Equities (The "Arguments")

Last post by Tamalak « Tue Oct 15, 2024 2:59 pm
Posted in Investing - Theory, News & General
Replies: 7023
by CraigTester » Sun Jul 23, 2023 3:43 pm » in Investing - Theory, News & General
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7023 Replies

1704857 Views

Last post by Tamalak
Tue Oct 15, 2024 2:59 pm
Argument for/against buying $20K I-bonds this month vs. more TIPS

Last post by protagonist « Tue Oct 15, 2024 2:55 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by protagonist » Tue Oct 15, 2024 2:39 pm » in Personal Finance (Not Investing)

2 Replies

167 Views

Last post by protagonist
Tue Oct 15, 2024 2:55 pm
The Final, Definitive Thread on Brokerage Transfer Bonuses

Last post by amiablealien « Tue Oct 15, 2024 2:53 pm
Posted in Investing - Theory, News & General
Replies: 9104
by Earl Lemongrab » Fri Aug 05, 2016 8:07 pm » in Investing - Theory, News & General
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9104 Replies

1688883 Views

Last post by amiablealien
Tue Oct 15, 2024 2:53 pm
Using PayPal.me/username

Last post by Rob Relyea « Tue Oct 15, 2024 2:50 pm
Posted in Personal Consumer Issues
Replies: 4
by ubermax » Mon Oct 14, 2024 3:58 pm » in Personal Consumer Issues

4 Replies

331 Views

Last post by Rob Relyea
Tue Oct 15, 2024 2:50 pm
Simplifying finances for spouse

Last post by ruralavalon « Tue Oct 15, 2024 2:49 pm
Posted in Personal Investments
Replies: 29
by sandman59 » Mon Oct 14, 2024 10:42 am » in Personal Investments

29 Replies

1892 Views

Last post by ruralavalon
Tue Oct 15, 2024 2:49 pm
Check My 2025 HSA Contribution Limit Math

Last post by ejm009 « Tue Oct 15, 2024 2:48 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by ejm009 » Tue Oct 15, 2024 2:15 pm » in Personal Finance (Not Investing)

2 Replies

116 Views

Last post by ejm009
Tue Oct 15, 2024 2:48 pm
Mold [Remediation for home]

Last post by cbs2002 « Tue Oct 15, 2024 2:42 pm
Posted in Personal Consumer Issues
Replies: 14
by Jackofalltrades77 » Sun Oct 13, 2024 6:05 am » in Personal Consumer Issues

14 Replies

1312 Views

Last post by cbs2002
Tue Oct 15, 2024 2:42 pm

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