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Portfolio check and 3 questions - tax efficiency when rebalancing, iBonds, Roth conversion

Last post by Aguilar « Tue Aug 16, 2022 8:42 am
Posted in Personal Investments
Replies: 60
by Aguilar » Sun Jun 26, 2022 10:50 am » in Personal Investments
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60 Replies

4158 Views

Last post by Aguilar
Tue Aug 16, 2022 8:42 am
401k, ROTH IRA vs Taxable Brokerage (NRA) (Indonesia tax treaty)

Last post by TedSwippet « Tue Aug 16, 2022 8:41 am
Posted in Non-US Investing
Replies: 2
by Chupmanot » Mon Aug 15, 2022 10:04 pm » in Non-US Investing

2 Replies

62 Views

Last post by TedSwippet
Tue Aug 16, 2022 8:41 am
Covid tests/vaccine billing - statute of limitations?

Last post by an_asker « Tue Aug 16, 2022 8:39 am
Posted in Personal Consumer Issues

by an_asker » Tue Aug 16, 2022 8:39 am » in Personal Consumer Issues

0 Replies

28 Views

Last post by an_asker
Tue Aug 16, 2022 8:39 am
BBB Complaint--Effective or Waste of Time?

Last post by wallygator « Tue Aug 16, 2022 8:39 am
Posted in Personal Consumer Issues
Replies: 8
by DTalos » Tue Aug 16, 2022 4:27 am » in Personal Consumer Issues

8 Replies

542 Views

Last post by wallygator
Tue Aug 16, 2022 8:39 am
Asset Allocation for College Savings

Last post by HappyPappy « Tue Aug 16, 2022 8:37 am
Posted in Personal Investments
Replies: 28
by btax80 » Sun Aug 14, 2022 12:00 pm » in Personal Investments

28 Replies

1853 Views

Last post by HappyPappy
Tue Aug 16, 2022 8:37 am
Well and Septic Maintenance

Last post by deikel « Tue Aug 16, 2022 8:36 am
Posted in Personal Consumer Issues
Replies: 14
by CoastLawyer2030 » Tue Aug 16, 2022 7:15 am » in Personal Consumer Issues

14 Replies

431 Views

Last post by deikel
Tue Aug 16, 2022 8:36 am
IRS PUB 926: Paying the employee's share of social security and medicare

Last post by jgalt133 « Tue Aug 16, 2022 8:36 am
Posted in Personal Finance (Not Investing)
Replies: 7
by jgalt133 » Mon Aug 15, 2022 9:47 pm » in Personal Finance (Not Investing)

7 Replies

430 Views

Last post by jgalt133
Tue Aug 16, 2022 8:36 am
Individualizing Life Expectancy Estimates

Last post by afan « Tue Aug 16, 2022 8:34 am
Posted in Personal Finance (Not Investing)
Replies: 3
by wolfv » Tue Aug 16, 2022 3:34 am » in Personal Finance (Not Investing)

3 Replies

284 Views

Last post by afan
Tue Aug 16, 2022 8:34 am
Personal: HNW $10M, how did you do it? [High Net Worth]

Last post by abuss368 « Tue Aug 16, 2022 8:33 am
Posted in Personal Finance (Not Investing)
Replies: 143
by glashutte » Fri Aug 12, 2022 1:37 pm » in Personal Finance (Not Investing)
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143 Replies

17397 Views

Last post by abuss368
Tue Aug 16, 2022 8:33 am
Wade Pfau's Retirement (2.2% SWR, Annuities)

Last post by randomguy « Tue Aug 16, 2022 8:33 am
Posted in Personal Finance (Not Investing)
Replies: 47
by Kaione » Mon Aug 15, 2022 10:03 am » in Personal Finance (Not Investing)

47 Replies

3632 Views

Last post by randomguy
Tue Aug 16, 2022 8:33 am
Turnover Costs = 1% of Turnover Rate?

Last post by JoMoney « Tue Aug 16, 2022 8:32 am
Posted in Investing - Theory, News & General
Replies: 6
by JSPECO9 » Mon Aug 15, 2022 9:24 pm » in Investing - Theory, News & General

6 Replies

383 Views

Last post by JoMoney
Tue Aug 16, 2022 8:32 am
Private real estate investments?

Last post by nedsaid « Tue Aug 16, 2022 8:31 am
Posted in Personal Investments
Replies: 28
by am » Sun Aug 14, 2022 8:37 am » in Personal Investments

28 Replies

1901 Views

Last post by nedsaid
Tue Aug 16, 2022 8:31 am
Albuquerque balloon fest; late to the party. Suggestions?

Last post by nif « Tue Aug 16, 2022 8:31 am
Posted in Personal Consumer Issues
Replies: 2
by 260chrisb » Tue Aug 16, 2022 7:58 am » in Personal Consumer Issues

2 Replies

143 Views

Last post by nif
Tue Aug 16, 2022 8:31 am
With New and Used Car Prices so High, Does Car Repairs Make More Financial Sense?

Last post by the_wiki « Tue Aug 16, 2022 8:31 am
Posted in Personal Finance (Not Investing)
Replies: 8
by stimulacra » Mon Aug 15, 2022 10:07 pm » in Personal Finance (Not Investing)

8 Replies

755 Views

Last post by the_wiki
Tue Aug 16, 2022 8:31 am
HELP: Mom's CCRC is changing the contract!!

Last post by crefwatch « Tue Aug 16, 2022 8:29 am
Posted in Personal Consumer Issues
Replies: 6
by bh3fpinv » Mon Aug 15, 2022 6:09 am » in Personal Consumer Issues

6 Replies

1408 Views

Last post by crefwatch
Tue Aug 16, 2022 8:29 am
Planning for a 50% MARKET CRASH before or at retirement

Last post by firebirdparts « Tue Aug 16, 2022 8:28 am
Posted in Investing - Theory, News & General
Replies: 91
by Charles Joseph » Sun Aug 14, 2022 8:34 am » in Investing - Theory, News & General
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91 Replies

7051 Views

Last post by firebirdparts
Tue Aug 16, 2022 8:28 am
New job doesn't have 401K for first year - options?

Last post by LittleMaggieMae « Tue Aug 16, 2022 8:28 am
Posted in Personal Finance (Not Investing)
Replies: 7
by neko06 » Mon Aug 15, 2022 4:28 pm » in Personal Finance (Not Investing)

7 Replies

461 Views

Last post by LittleMaggieMae
Tue Aug 16, 2022 8:28 am
Roth auto deposit accident

Last post by retired@50 « Tue Aug 16, 2022 8:28 am
Posted in Personal Investments
Replies: 1
by 2muchfun » Tue Aug 16, 2022 7:41 am » in Personal Investments

1 Replies

131 Views

Last post by retired@50
Tue Aug 16, 2022 8:28 am
Pralana Gold users - Roth conversion account AA question

Last post by mkc « Tue Aug 16, 2022 8:26 am
Posted in Personal Finance (Not Investing)

by mkc » Tue Aug 16, 2022 8:26 am » in Personal Finance (Not Investing)

0 Replies

31 Views

Last post by mkc
Tue Aug 16, 2022 8:26 am
[Using PayPal to pay bills and earn 5% on credit cards]

Last post by czaj « Tue Aug 16, 2022 8:25 am
Posted in Personal Finance (Not Investing)
Replies: 199
by jeffyscott » Mon Dec 13, 2021 8:06 am » in Personal Finance (Not Investing)
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199 Replies

19497 Views

Last post by czaj
Tue Aug 16, 2022 8:25 am
Home Purchase - Catastrophic Weather Events

Last post by Walkitoff « Tue Aug 16, 2022 8:24 am
Posted in Personal Consumer Issues
Replies: 12
by MrWasabi65 » Mon Aug 15, 2022 9:19 pm » in Personal Consumer Issues

12 Replies

632 Views

Last post by Walkitoff
Tue Aug 16, 2022 8:24 am
Lifecycle Investing - Leveraging when young

Last post by seajay « Tue Aug 16, 2022 8:22 am
Posted in Investing - Theory, News & General
Replies: 1484
by Steve Reading » Fri Mar 01, 2019 12:11 am » in Investing - Theory, News & General
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1484 Replies

253795 Views

Last post by seajay
Tue Aug 16, 2022 8:22 am
401k And The UK Pension Lifetime Allowance

Last post by TedSwippet « Tue Aug 16, 2022 8:22 am
Posted in Non-US Investing
Replies: 10
by mrploppy » Sat Jan 11, 2020 9:05 am » in Non-US Investing

10 Replies

1488 Views

Last post by TedSwippet
Tue Aug 16, 2022 8:22 am
Basement insulation

Last post by deikel « Tue Aug 16, 2022 8:21 am
Posted in Personal Consumer Issues
Replies: 6
by friar1610 » Mon Aug 15, 2022 7:03 pm » in Personal Consumer Issues

6 Replies

478 Views

Last post by deikel
Tue Aug 16, 2022 8:21 am
Bogleheads: Does anyone organise the things they read online?

Last post by runner3081 « Tue Aug 16, 2022 8:21 am
Posted in Personal Consumer Issues
Replies: 7
by Tellurius » Tue Aug 16, 2022 3:14 am » in Personal Consumer Issues

7 Replies

442 Views

Last post by runner3081
Tue Aug 16, 2022 8:21 am
Protecting Assets from Civil Lawsuits

Last post by JoMoney « Tue Aug 16, 2022 8:20 am
Posted in Personal Investments
Replies: 7
by MrCheapo » Mon Aug 15, 2022 11:48 pm » in Personal Investments

7 Replies

890 Views

Last post by JoMoney
Tue Aug 16, 2022 8:20 am
Advice hiring a tax advisor...

Last post by Shackleton « Tue Aug 16, 2022 8:18 am
Posted in Personal Investments
Replies: 1
by Lemonaid56 » Tue Aug 16, 2022 8:15 am » in Personal Investments

1 Replies

74 Views

Last post by Shackleton
Tue Aug 16, 2022 8:18 am
Dollar Cost Averaging vs. Lump Sum Investment?

Last post by seajay « Tue Aug 16, 2022 8:15 am
Posted in Personal Investments
Replies: 46
by Jwheels » Thu Dec 30, 2021 9:50 pm » in Personal Investments

46 Replies

3374 Views

Last post by seajay
Tue Aug 16, 2022 8:15 am
Portfolio construction assumptions

Last post by nedsaid « Tue Aug 16, 2022 8:15 am
Posted in Investing - Theory, News & General
Replies: 9
by konik » Thu Aug 04, 2022 2:59 am » in Investing - Theory, News & General

9 Replies

852 Views

Last post by nedsaid
Tue Aug 16, 2022 8:15 am
Lumpy expenses and withdrawing from portfolio

Last post by firebirdparts « Tue Aug 16, 2022 8:14 am
Posted in Investing - Theory, News & General
Replies: 24
by loukycpa » Mon Aug 15, 2022 10:16 am » in Investing - Theory, News & General

24 Replies

1285 Views

Last post by firebirdparts
Tue Aug 16, 2022 8:14 am
20 Years for SP500 to Recover

Last post by firebirdparts « Tue Aug 16, 2022 8:11 am
Posted in Investing - Theory, News & General
Replies: 204
by CraigTester » Tue Aug 09, 2022 1:55 pm » in Investing - Theory, News & General
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204 Replies

20329 Views

Last post by firebirdparts
Tue Aug 16, 2022 8:11 am
Single company Stocks

Last post by BrooklynInvest « Tue Aug 16, 2022 8:11 am
Posted in Personal Investments
Replies: 55
by NabSh » Sat Aug 13, 2022 8:45 am » in Personal Investments
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55 Replies

4200 Views

Last post by BrooklynInvest
Tue Aug 16, 2022 8:11 am
Would you trust a B++ MYGA?

Last post by relativeratio « Tue Aug 16, 2022 8:10 am
Posted in Personal Investments
Replies: 27
by relativeratio » Sun Aug 14, 2022 8:55 pm » in Personal Investments

27 Replies

2064 Views

Last post by relativeratio
Tue Aug 16, 2022 8:10 am
New fee for Vanguard mutual accounts

Last post by sport « Tue Aug 16, 2022 8:08 am
Posted in Investing - Theory, News & General
Replies: 482
by Iorek » Mon Aug 08, 2022 11:25 am » in Investing - Theory, News & General
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482 Replies

33555 Views

Last post by sport
Tue Aug 16, 2022 8:08 am
Alternative approaches to a large buy

Last post by GMCZ71 « Tue Aug 16, 2022 8:07 am
Posted in Personal Investments
Replies: 7
by Lincoln Logs » Sun Aug 14, 2022 1:49 pm » in Personal Investments

7 Replies

852 Views

Last post by GMCZ71
Tue Aug 16, 2022 8:07 am
Late to the PSLF student loan forgivess policy

Last post by tashnewbie « Tue Aug 16, 2022 8:05 am
Posted in Personal Finance (Not Investing)
Replies: 10
by puissant » Mon Aug 15, 2022 2:10 pm » in Personal Finance (Not Investing)

10 Replies

604 Views

Last post by tashnewbie
Tue Aug 16, 2022 8:05 am
Vanguard Portfolio Watch has a new look [Calculations may be incorrect]

Last post by LadyGeek « Tue Aug 16, 2022 8:03 am
Posted in Investing - Theory, News & General
Replies: 325
by livesoft » Wed Apr 07, 2021 5:46 am » in Investing - Theory, News & General
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325 Replies

45312 Views

Last post by LadyGeek
Tue Aug 16, 2022 8:03 am
YNAB doubles it’s prices for legacy subscribers

Last post by Hoosier CPA « Tue Aug 16, 2022 7:59 am
Posted in Personal Consumer Issues
Replies: 129
by guppyguy » Mon Nov 01, 2021 8:16 am » in Personal Consumer Issues
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129 Replies

13981 Views

Last post by Hoosier CPA
Tue Aug 16, 2022 7:59 am
Why isn't log returns used to compute Sharpe Ratio?

Last post by Anon9001 « Tue Aug 16, 2022 7:59 am
Posted in Non-US Investing
Replies: 10
by Anon9001 » Mon Aug 15, 2022 8:05 am » in Non-US Investing

10 Replies

584 Views

Last post by Anon9001
Tue Aug 16, 2022 7:59 am
Is there anything missing from this roof estimate

Last post by Bud « Tue Aug 16, 2022 7:57 am
Posted in Personal Consumer Issues
Replies: 29
by newbie003 » Thu Jun 02, 2022 8:48 am » in Personal Consumer Issues

29 Replies

1690 Views

Last post by Bud
Tue Aug 16, 2022 7:57 am
Question on VYMI - Vanguard International High Dividend Yield ETF

Last post by JoMoney « Tue Aug 16, 2022 7:57 am
Posted in Investing - Theory, News & General
Replies: 22
by invest2bfree » Sat Aug 13, 2022 4:23 pm » in Investing - Theory, News & General

22 Replies

1322 Views

Last post by JoMoney
Tue Aug 16, 2022 7:57 am
Your USER NAME...what does it mean?

Last post by kayakprof « Tue Aug 16, 2022 7:54 am
Posted in US Chapters
Replies: 579
by fishandgolf » Thu Feb 09, 2017 3:40 pm » in US Chapters
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8

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579 Replies

85592 Views

Last post by kayakprof
Tue Aug 16, 2022 7:54 am
Strategy and Portfolio Checkup

Last post by tashnewbie « Tue Aug 16, 2022 7:53 am
Posted in Personal Investments
Replies: 7
by wannabeinvestor » Mon Aug 15, 2022 10:32 am » in Personal Investments

7 Replies

687 Views

Last post by tashnewbie
Tue Aug 16, 2022 7:53 am
American Health Insurance Premiums

Last post by scrabbler1 « Tue Aug 16, 2022 7:51 am
Posted in Personal Finance (Not Investing)
Replies: 8
by Caliscotsman » Mon Aug 15, 2022 7:17 pm » in Personal Finance (Not Investing)

8 Replies

553 Views

Last post by scrabbler1
Tue Aug 16, 2022 7:51 am
Boglehead Cellphone carrier

Last post by michaeljc70 « Tue Aug 16, 2022 7:49 am
Posted in Personal Consumer Issues
Replies: 144
by Phinance » Fri Aug 05, 2022 4:26 pm » in Personal Consumer Issues
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144 Replies

9634 Views

Last post by michaeljc70
Tue Aug 16, 2022 7:49 am
Diminished Value Car Accident Claim

Last post by Strayshot « Tue Aug 16, 2022 7:48 am
Posted in Personal Finance (Not Investing)
Replies: 52
by Leesbro63 » Wed May 05, 2021 1:05 pm » in Personal Finance (Not Investing)
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52 Replies

4674 Views

Last post by Strayshot
Tue Aug 16, 2022 7:48 am
Dealing with a power disconnect/reconnect possibly spanning 24+ hours

Last post by homebuyer6426 « Tue Aug 16, 2022 7:46 am
Posted in Personal Consumer Issues
Replies: 58
by jplee3 » Fri Aug 12, 2022 2:02 pm » in Personal Consumer Issues
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58 Replies

3208 Views

Last post by homebuyer6426
Tue Aug 16, 2022 7:46 am
Any Boglehead musicians out there?

Last post by Sandtrap « Tue Aug 16, 2022 7:46 am
Posted in Personal Consumer Issues
Replies: 258
by Jazztonight » Sun Jun 19, 2022 1:46 pm » in Personal Consumer Issues
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258 Replies

14994 Views

Last post by Sandtrap
Tue Aug 16, 2022 7:46 am
International in Taxable

Last post by grabiner « Tue Aug 16, 2022 7:44 am
Posted in Personal Investments
Replies: 16
by mikeyzito22 » Sat Aug 13, 2022 4:11 pm » in Personal Investments

16 Replies

1406 Views

Last post by grabiner
Tue Aug 16, 2022 7:44 am
Purchasing MYGAs (multi year guaranteed annuities) - mega thread

Last post by prozario01 « Tue Aug 16, 2022 7:36 am
Posted in Personal Investments
Replies: 809
by Stinky » Thu Dec 31, 2020 7:46 am » in Personal Investments
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809 Replies

88620 Views

Last post by prozario01
Tue Aug 16, 2022 7:36 am

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