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What to do with taxable account when one owner passes?

Last post by Lee_WSP « Tue Jun 28, 2022 10:43 am
Posted in Personal Finance (Not Investing)
Replies: 7
by tomd37 » Mon Jun 27, 2022 11:25 am » in Personal Finance (Not Investing)

7 Replies

876 Views

Last post by Lee_WSP
Tue Jun 28, 2022 10:43 am
How much would you pay to bank locally?

Last post by anon_investor « Tue Jun 28, 2022 10:43 am
Posted in Personal Finance (Not Investing)
Replies: 63
by jco » Fri Jun 24, 2022 1:47 pm » in Personal Finance (Not Investing)
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63 Replies

2959 Views

Last post by anon_investor
Tue Jun 28, 2022 10:43 am
50% Small Value, 50% Mid Growth (Dividend Reductuon Strategy)

Last post by firebirdparts « Tue Jun 28, 2022 10:42 am
Posted in Investing - Theory, News & General
Replies: 8
by zero_coupon » Tue Jun 28, 2022 2:31 am » in Investing - Theory, News & General

8 Replies

559 Views

Last post by firebirdparts
Tue Jun 28, 2022 10:42 am
Do I have too much money tied up in my dream car?

Last post by MMiroir « Tue Jun 28, 2022 10:42 am
Posted in Personal Finance (Not Investing)
Replies: 55
by 88turnip » Mon Jun 27, 2022 6:00 pm » in Personal Finance (Not Investing)
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55 Replies

4010 Views

Last post by MMiroir
Tue Jun 28, 2022 10:42 am
What's the big deal on TLH

Last post by Statistical « Tue Jun 28, 2022 10:41 am
Posted in Investing - Theory, News & General
Replies: 60
by boater07 » Thu May 12, 2022 9:15 pm » in Investing - Theory, News & General
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2
60 Replies

6087 Views

Last post by Statistical
Tue Jun 28, 2022 10:41 am
Wade Pfau Retirement Planning Handbook - Annuity instead of bonds?

Last post by ScubaHogg « Tue Jun 28, 2022 10:40 am
Posted in Personal Investments
Replies: 114
by CrazyCatLady » Mon Nov 08, 2021 9:43 am » in Personal Investments
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114 Replies

9002 Views

Last post by ScubaHogg
Tue Jun 28, 2022 10:40 am
Should I buy a HDHP for HSA benefits?

Last post by MP123 « Tue Jun 28, 2022 10:39 am
Posted in Personal Investments
Replies: 13
by davidferrer31 » Wed Jun 22, 2022 3:34 pm » in Personal Investments

13 Replies

1563 Views

Last post by MP123
Tue Jun 28, 2022 10:39 am
Talk my daughter out of this plan

Last post by mr_brightside « Tue Jun 28, 2022 10:38 am
Posted in Personal Investments
Replies: 60
by Johny Fever » Mon Jun 27, 2022 7:24 pm » in Personal Investments
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60 Replies

4798 Views

Last post by mr_brightside
Tue Jun 28, 2022 10:38 am
Share your Net Worth Regression

Last post by muitu « Tue Jun 28, 2022 10:38 am
Posted in Personal Finance (Not Investing)
Replies: 249
by Little_Carmine » Fri May 06, 2022 10:49 am » in Personal Finance (Not Investing)
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249 Replies

33347 Views

Last post by muitu
Tue Jun 28, 2022 10:38 am
Let's play chess

Last post by rockstar « Tue Jun 28, 2022 10:38 am
Posted in Personal Consumer Issues
Replies: 709
by LadyGeek » Fri Jan 15, 2021 6:58 pm » in Personal Consumer Issues
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709 Replies

57233 Views

Last post by rockstar
Tue Jun 28, 2022 10:38 am
What is the difference between Total US Stock market and the S&P 500?

Last post by alex_686 « Tue Jun 28, 2022 10:38 am
Posted in Investing - Theory, News & General
Replies: 14
by Ramec358 » Tue Jun 28, 2022 7:20 am » in Investing - Theory, News & General

14 Replies

688 Views

Last post by alex_686
Tue Jun 28, 2022 10:38 am
Three Apple devices with same Apple ID. How do I change one to a new ID.

Last post by starboi « Tue Jun 28, 2022 10:36 am
Posted in Personal Consumer Issues
Replies: 5
by gypsyman » Tue Jun 28, 2022 7:16 am » in Personal Consumer Issues

5 Replies

395 Views

Last post by starboi
Tue Jun 28, 2022 10:36 am
Looking for the cheapest, smallest BUT safe home anywhere in the US

Last post by dbr « Tue Jun 28, 2022 10:35 am
Posted in Personal Finance (Not Investing)
Replies: 37
by halivingston » Mon Jun 27, 2022 11:24 pm » in Personal Finance (Not Investing)

37 Replies

3066 Views

Last post by dbr
Tue Jun 28, 2022 10:35 am
Vanguard Federal Money Market Fund Dividend

Last post by Ben Ploni « Tue Jun 28, 2022 10:35 am
Posted in Personal Investments
Replies: 8
by LTCPDA » Tue Jun 28, 2022 9:37 am » in Personal Investments

8 Replies

372 Views

Last post by Ben Ploni
Tue Jun 28, 2022 10:35 am
HY BulletShares

Last post by petulant « Tue Jun 28, 2022 10:34 am
Posted in Investing - Theory, News & General
Replies: 1
by bilperk » Tue Jun 28, 2022 7:40 am » in Investing - Theory, News & General

1 Replies

116 Views

Last post by petulant
Tue Jun 28, 2022 10:34 am
About to close on house - did not notice several dead trees need that will need removal. Any thing i can do?

Last post by Bobby206 « Tue Jun 28, 2022 10:34 am
Posted in Personal Finance (Not Investing)
Replies: 105
by burgrat » Sun Jun 26, 2022 4:31 pm » in Personal Finance (Not Investing)
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105 Replies

7583 Views

Last post by Bobby206
Tue Jun 28, 2022 10:34 am
Choosing HYSA

Last post by 8foot7 « Tue Jun 28, 2022 10:33 am
Posted in Personal Finance (Not Investing)
Replies: 28
by vss317 » Mon Jun 27, 2022 4:02 pm » in Personal Finance (Not Investing)

28 Replies

1308 Views

Last post by 8foot7
Tue Jun 28, 2022 10:33 am
Strategy for Material Windfall

Last post by HMSVictory « Tue Jun 28, 2022 10:33 am
Posted in Personal Investments
Replies: 19
by socialforums2019 » Tue Jun 28, 2022 7:39 am » in Personal Investments

19 Replies

946 Views

Last post by HMSVictory
Tue Jun 28, 2022 10:33 am
Close old credit cards

Last post by anon_investor « Tue Jun 28, 2022 10:31 am
Posted in Personal Finance (Not Investing)
Replies: 35
by investor231i » Thu Jun 23, 2022 4:46 pm » in Personal Finance (Not Investing)

35 Replies

3521 Views

Last post by anon_investor
Tue Jun 28, 2022 10:31 am
Do u always ask for and review receipts for credit card purchases?

Last post by 557880yvi « Tue Jun 28, 2022 10:31 am
Posted in Personal Consumer Issues
Replies: 85
by island » Thu May 26, 2022 3:57 pm » in Personal Consumer Issues
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85 Replies

6075 Views

Last post by 557880yvi
Tue Jun 28, 2022 10:31 am
Encouraging Grown Kids To Invest?

Last post by KlangFool « Tue Jun 28, 2022 10:28 am
Posted in Personal Finance (Not Investing)
Replies: 21
by apnea » Mon Jun 27, 2022 6:41 pm » in Personal Finance (Not Investing)

21 Replies

1261 Views

Last post by KlangFool
Tue Jun 28, 2022 10:28 am
Clearing out highly taxable accounts [Singapore]

Last post by gougou « Tue Jun 28, 2022 10:26 am
Posted in Non-US Investing
Replies: 20
by internet_explorer » Mon Jun 27, 2022 8:11 am » in Non-US Investing

20 Replies

1178 Views

Last post by gougou
Tue Jun 28, 2022 10:26 am
TLH, First Timer, Help Needed!!!

Last post by $tar-Lord « Tue Jun 28, 2022 10:25 am
Posted in Personal Investments
Replies: 4
by $tar-Lord » Tue Jun 28, 2022 9:37 am » in Personal Investments

4 Replies

171 Views

Last post by $tar-Lord
Tue Jun 28, 2022 10:25 am
Cheapest source for ground squirrel bait?

Last post by jplee3 « Tue Jun 28, 2022 10:24 am
Posted in Personal Consumer Issues
Replies: 37
by jplee3 » Mon Jun 27, 2022 5:32 pm » in Personal Consumer Issues

37 Replies

1857 Views

Last post by jplee3
Tue Jun 28, 2022 10:24 am
Any reason not to install a green PORCH roof?

Last post by onourway « Tue Jun 28, 2022 10:24 am
Posted in Personal Consumer Issues
Replies: 4
by coalcracker » Tue Jun 28, 2022 9:04 am » in Personal Consumer Issues

4 Replies

265 Views

Last post by onourway
Tue Jun 28, 2022 10:24 am
[Using PayPal to pay bills and earn 5% on credit cards]

Last post by anon_investor « Tue Jun 28, 2022 10:20 am
Posted in Personal Finance (Not Investing)
Replies: 173
by jeffyscott » Mon Dec 13, 2021 8:06 am » in Personal Finance (Not Investing)
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173 Replies

15044 Views

Last post by anon_investor
Tue Jun 28, 2022 10:20 am
Bridgewater shorting European Stocks and saying stocks and bonds have terrible prospects

Last post by Valuethinker « Tue Jun 28, 2022 10:19 am
Posted in Investing - Theory, News & General
Replies: 73
by steve321 » Sat Jun 18, 2022 3:24 am » in Investing - Theory, News & General
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73 Replies

7923 Views

Last post by Valuethinker
Tue Jun 28, 2022 10:19 am
New England Trip need advice

Last post by PeninsulaPerson « Tue Jun 28, 2022 10:18 am
Posted in Personal Consumer Issues
Replies: 62
by JBTX » Sat Jun 25, 2022 2:57 pm » in Personal Consumer Issues
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62 Replies

3228 Views

Last post by PeninsulaPerson
Tue Jun 28, 2022 10:18 am
Help needed- IRS CP14 Notice

Last post by MP123 « Tue Jun 28, 2022 10:17 am
Posted in Personal Finance (Not Investing)
Replies: 8
by solargod007 » Tue Jun 28, 2022 8:35 am » in Personal Finance (Not Investing)

8 Replies

367 Views

Last post by MP123
Tue Jun 28, 2022 10:17 am
[What TV Show Have You Recently Watched?]

Last post by Elsebet « Tue Jun 28, 2022 10:17 am
Posted in Personal Consumer Issues
Replies: 3984
by dbCooperAir » Tue Jan 05, 2016 9:32 pm » in Personal Consumer Issues
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3984 Replies

391987 Views

Last post by Elsebet
Tue Jun 28, 2022 10:17 am
central air - maintenance?

Last post by Abe « Tue Jun 28, 2022 10:15 am
Posted in Personal Consumer Issues
Replies: 18
by CloseEnough » Tue Jun 28, 2022 6:08 am » in Personal Consumer Issues

18 Replies

970 Views

Last post by Abe
Tue Jun 28, 2022 10:15 am
The Day the 4% Rule Died - Soft vs. Hard Rebalancing side discussion

Last post by HootingSloth « Tue Jun 28, 2022 10:15 am
Posted in Investing - Theory, News & General
Replies: 42
by Marseille07 » Sat Jun 25, 2022 10:44 pm » in Investing - Theory, News & General

42 Replies

699 Views

Last post by HootingSloth
Tue Jun 28, 2022 10:15 am
"Bogleheads® Live" Dr. Bill Bernstein ep. available as a podcast

Last post by BigDGB « Tue Jun 28, 2022 10:15 am
Posted in Investing - Theory, News & General
Replies: 3
by JonL » Mon Jun 27, 2022 12:37 pm » in Investing - Theory, News & General

3 Replies

450 Views

Last post by BigDGB
Tue Jun 28, 2022 10:15 am
Questions - TLH and 60 Day Qualified Dividend Rule

Last post by sojersey « Tue Jun 28, 2022 10:12 am
Posted in Personal Investments
Replies: 10
by AdventureGuy » Fri Jun 17, 2022 10:49 am » in Personal Investments

10 Replies

664 Views

Last post by sojersey
Tue Jun 28, 2022 10:12 am
Keep 2001 camry or get new car

Last post by Dottie57 « Tue Jun 28, 2022 10:12 am
Posted in Personal Consumer Issues
Replies: 42
by crazychris » Mon Jun 27, 2022 3:55 pm » in Personal Consumer Issues

42 Replies

2139 Views

Last post by Dottie57
Tue Jun 28, 2022 10:12 am
Any Boglehead musicians out there?

Last post by Sandtrap « Tue Jun 28, 2022 10:11 am
Posted in Personal Consumer Issues
Replies: 144
by Jazztonight » Sun Jun 19, 2022 1:46 pm » in Personal Consumer Issues
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144 Replies

6675 Views

Last post by Sandtrap
Tue Jun 28, 2022 10:11 am
Modified versions of HFEA with ITT and Futures / Lifecycle Investing with Modern Portfolio Theory

Last post by hiddenpower « Tue Jun 28, 2022 10:09 am
Posted in Investing - Theory, News & General
Replies: 1700
by skierincolorado » Fri Sep 03, 2021 10:27 pm » in Investing - Theory, News & General
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1700 Replies

154119 Views

Last post by hiddenpower
Tue Jun 28, 2022 10:09 am
Problems with Sump Pro Battery Backup

Last post by gavinsiu « Tue Jun 28, 2022 10:09 am
Posted in Personal Consumer Issues
Replies: 2
by gavinsiu » Mon Jun 27, 2022 11:20 pm » in Personal Consumer Issues

2 Replies

212 Views

Last post by gavinsiu
Tue Jun 28, 2022 10:09 am
31 Year Old - Is a 20 year term life insurance policy for me?

Last post by Valuethinker « Tue Jun 28, 2022 10:08 am
Posted in Personal Finance (Not Investing)
Replies: 43
by thickerthanwtr » Mon Jun 27, 2022 8:12 pm » in Personal Finance (Not Investing)

43 Replies

2178 Views

Last post by Valuethinker
Tue Jun 28, 2022 10:08 am
Mid Year Prediction of S&P at the EoY 2022

Last post by arcticpineapplecorp. « Tue Jun 28, 2022 10:07 am
Posted in Investing - Theory, News & General
Replies: 3
by newyorker » Mon Jun 27, 2022 11:16 pm » in Investing - Theory, News & General

3 Replies

457 Views

Last post by arcticpineapplecorp.
Tue Jun 28, 2022 10:07 am
Primary residence (IRS) planning for the tax-free gains

Last post by Big Dog « Tue Jun 28, 2022 10:06 am
Posted in Personal Finance (Not Investing)
Replies: 1
by hameshatumkochaha » Tue Jun 28, 2022 9:58 am » in Personal Finance (Not Investing)

1 Replies

89 Views

Last post by Big Dog
Tue Jun 28, 2022 10:06 am
As summer electric bills go up, has anyone invented an air conditioner that doesn't use as much electricity?

Last post by stoptothink « Tue Jun 28, 2022 10:05 am
Posted in Personal Consumer Issues
Replies: 122
by CrossOverGuy » Sat Jun 18, 2022 3:46 pm » in Personal Consumer Issues
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122 Replies

9678 Views

Last post by stoptothink
Tue Jun 28, 2022 10:05 am
Cheapest total cell plan (for a single line) with apple watch

Last post by newbie003 « Tue Jun 28, 2022 10:00 am
Posted in Personal Consumer Issues

by newbie003 » Tue Jun 28, 2022 10:00 am » in Personal Consumer Issues

0 Replies

51 Views

Last post by newbie003
Tue Jun 28, 2022 10:00 am
what's in your bond allocation? and how will you use it?

Last post by HootingSloth « Tue Jun 28, 2022 9:57 am
Posted in Personal Investments
Replies: 39
by birdbard » Sat Jun 25, 2022 12:15 pm » in Personal Investments

39 Replies

3098 Views

Last post by HootingSloth
Tue Jun 28, 2022 9:57 am
I Bonds Mega Thread (I Bond Heads Rejoice!)

Last post by Statistical « Tue Jun 28, 2022 9:54 am
Posted in Investing - Theory, News & General
Replies: 3140
by tomsense76 » Tue Apr 13, 2021 10:39 pm » in Investing - Theory, News & General
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3140 Replies

334552 Views

Last post by Statistical
Tue Jun 28, 2022 9:54 am
Wife changing jobs - Can no longer contribute to both 403b and 457

Last post by sailaway « Tue Jun 28, 2022 9:54 am
Posted in Personal Investments
Replies: 7
by glamdring269 » Tue Jun 28, 2022 8:03 am » in Personal Investments

7 Replies

338 Views

Last post by sailaway
Tue Jun 28, 2022 9:54 am
Don't pay full price for SiriusXM radio

Last post by hudson « Tue Jun 28, 2022 9:52 am
Posted in Personal Consumer Issues
Replies: 492
by catdude » Fri Aug 26, 2016 11:13 pm » in Personal Consumer Issues
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492 Replies

67683 Views

Last post by hudson
Tue Jun 28, 2022 9:52 am
Too good to be true? "Freedom of Movement" (Medicare question)

Last post by CenTexan « Tue Jun 28, 2022 9:46 am
Posted in Personal Consumer Issues
Replies: 7
by CenTexan » Mon Jun 27, 2022 2:29 pm » in Personal Consumer Issues

7 Replies

795 Views

Last post by CenTexan
Tue Jun 28, 2022 9:46 am
Manual Budgeting in Excel vs Budgeting Apps

Last post by Coltrane75 « Tue Jun 28, 2022 9:43 am
Posted in Personal Finance (Not Investing)
Replies: 10
by bucky6225 » Tue Jun 28, 2022 8:25 am » in Personal Finance (Not Investing)

10 Replies

424 Views

Last post by Coltrane75
Tue Jun 28, 2022 9:43 am
Pacific Northwest College Tours - what to do when not touring?

Last post by quantAndHold « Tue Jun 28, 2022 9:33 am
Posted in Personal Consumer Issues
Replies: 41
by Tirebiter » Mon Jun 27, 2022 1:08 am » in Personal Consumer Issues

41 Replies

2124 Views

Last post by quantAndHold
Tue Jun 28, 2022 9:33 am

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