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Total Financial Portfolio Review - 2025

Last post by CC268 « Tue Jan 14, 2025 2:33 pm
Posted in Personal Investments
Replies: 14
by CC268 » Mon Jan 13, 2025 10:58 am » in Personal Investments

14 Replies

1025 Views

Last post by CC268
Tue Jan 14, 2025 2:33 pm
Simple IRA and Roth IRA limitation questions

Last post by AK59 « Tue Jan 14, 2025 2:32 pm
Posted in Personal Investments
Replies: 7
by AK59 » Tue Jan 14, 2025 12:25 pm » in Personal Investments

7 Replies

164 Views

Last post by AK59
Tue Jan 14, 2025 2:32 pm
Qualifying an entity for QCD

Last post by PinotGris « Tue Jan 14, 2025 2:32 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by PinotGris » Thu Jan 09, 2025 10:18 am » in Personal Finance (Not Investing)

6 Replies

512 Views

Last post by PinotGris
Tue Jan 14, 2025 2:32 pm
inheriting money

Last post by Darth Xanadu « Tue Jan 14, 2025 2:31 pm
Posted in Personal Finance (Not Investing)
Replies: 48
by livingalmostlarge » Sat Jan 11, 2025 7:01 pm » in Personal Finance (Not Investing)

48 Replies

4949 Views

Last post by Darth Xanadu
Tue Jan 14, 2025 2:31 pm
International (Non-US) versus US Equities (The "Arguments")

Last post by vv19 « Tue Jan 14, 2025 2:31 pm
Posted in Investing - Theory, News & General
Replies: 8499
by CraigTester » Sun Jul 23, 2023 3:43 pm » in Investing - Theory, News & General
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8499 Replies

1809296 Views

Last post by vv19
Tue Jan 14, 2025 2:31 pm
Help navigate decision to extend college by pursuing dual degree by CS major senior

Last post by Colorado14 « Tue Jan 14, 2025 2:30 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by collegexroads » Tue Jan 14, 2025 1:15 pm » in Personal Finance (Not Investing)

1 Replies

30 Views

Last post by Colorado14
Tue Jan 14, 2025 2:30 pm
Estimating total tax for w2 and 1099

Last post by RunningUp « Tue Jan 14, 2025 2:30 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by RunningUp » Sun Jan 12, 2025 6:31 pm » in Personal Finance (Not Investing)

6 Replies

427 Views

Last post by RunningUp
Tue Jan 14, 2025 2:30 pm
2025 Hedge Fund Contest

Last post by Legitimate-Engine « Tue Jan 14, 2025 2:28 pm
Posted in Investing - Theory, News & General
Replies: 84
by Tanelorn » Mon Jan 06, 2025 10:24 pm » in Investing - Theory, News & General
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84 Replies

3983 Views

Last post by Legitimate-Engine
Tue Jan 14, 2025 2:28 pm
2025 - Where do you bank and why?

Last post by privateID « Tue Jan 14, 2025 2:27 pm
Posted in Personal Finance (Not Investing)
Replies: 177
by holeintheairmattress » Wed Jan 01, 2025 7:45 am » in Personal Finance (Not Investing)
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177 Replies

13853 Views

Last post by privateID
Tue Jan 14, 2025 2:27 pm
Help with advice on maxing out Roth IRA

Last post by Workinprogress « Tue Jan 14, 2025 2:26 pm
Posted in Personal Investments
Replies: 1
by Jzbreezio » Tue Jan 14, 2025 12:39 pm » in Personal Investments

1 Replies

35 Views

Last post by Workinprogress
Tue Jan 14, 2025 2:26 pm
beneficiary questions

Last post by hghysm21 « Tue Jan 14, 2025 2:25 pm
Posted in Personal Finance (Not Investing)
Replies: 11
by hghysm21 » Tue Jan 14, 2025 9:37 am » in Personal Finance (Not Investing)

11 Replies

473 Views

Last post by hghysm21
Tue Jan 14, 2025 2:25 pm
Social Security *monthly* earnings test in first year of retirement

Last post by ssel « Tue Jan 14, 2025 2:25 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by ssel » Tue Jan 14, 2025 1:13 pm » in Personal Finance (Not Investing)

4 Replies

255 Views

Last post by ssel
Tue Jan 14, 2025 2:25 pm
401K roth to traditional IRA Rollover mistakes: how to fix?

Last post by Alan S. « Tue Jan 14, 2025 2:22 pm
Posted in Personal Finance (Not Investing)
Replies: 42
by noodle1 » Thu Apr 04, 2024 1:17 pm » in Personal Finance (Not Investing)

42 Replies

5104 Views

Last post by Alan S.
Tue Jan 14, 2025 2:22 pm
Healthcare Question - Switching Coverage

Last post by Colorado21a « Tue Jan 14, 2025 2:20 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by Colorado21a » Tue Jan 14, 2025 12:38 pm » in Personal Finance (Not Investing)

3 Replies

147 Views

Last post by Colorado21a
Tue Jan 14, 2025 2:20 pm
[What TV Show Have You Recently Watched?]

Last post by Jazztonight « Tue Jan 14, 2025 2:16 pm
Posted in Personal Consumer Issues
Replies: 6787
by dbCooperAir » Tue Jan 05, 2016 8:32 pm » in Personal Consumer Issues
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6787 Replies

865788 Views

Last post by Jazztonight
Tue Jan 14, 2025 2:16 pm
US Bank 4% Smartly Visa Credit Card

Last post by isubrama « Tue Jan 14, 2025 2:15 pm
Posted in Personal Finance (Not Investing)
Replies: 1640
by Bosro » Thu Sep 05, 2024 3:35 pm » in Personal Finance (Not Investing)
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1640 Replies

137050 Views

Last post by isubrama
Tue Jan 14, 2025 2:15 pm
NE Ohio (Cleveland Area) Master Thread

Last post by Designairohio « Tue Jan 14, 2025 2:12 pm
Posted in US Chapters
Replies: 310
by Maid of the Mist » Sun Feb 16, 2014 4:24 pm » in US Chapters
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310 Replies

178559 Views

Last post by Designairohio
Tue Jan 14, 2025 2:12 pm
Retiree Portfolio Model

Last post by MariaT « Tue Jan 14, 2025 2:11 pm
Posted in Personal Finance (Not Investing)
Replies: 1963
by BigFoot48 » Thu May 31, 2012 7:13 pm » in Personal Finance (Not Investing)
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1963 Replies

630737 Views

Last post by MariaT
Tue Jan 14, 2025 2:11 pm
Lump sum pay out or annuity from Company pension plan

Last post by cvn74n2 « Tue Jan 14, 2025 2:10 pm
Posted in Personal Investments
Replies: 15
by Newbogel » Tue Jan 14, 2025 10:04 am » in Personal Investments

15 Replies

528 Views

Last post by cvn74n2
Tue Jan 14, 2025 2:10 pm
Planning on forming LLC

Last post by gkx25 « Tue Jan 14, 2025 2:10 pm
Posted in Personal Finance (Not Investing)
Replies: 15
by gkx25 » Sun Jan 12, 2025 2:40 pm » in Personal Finance (Not Investing)

15 Replies

882 Views

Last post by gkx25
Tue Jan 14, 2025 2:10 pm
Listing Agent's Commission: is this reasonable?

Last post by InvisibleAerobar « Tue Jan 14, 2025 2:08 pm
Posted in Personal Finance (Not Investing)
Replies: 19
by MtnTravel » Mon Jan 13, 2025 7:57 pm » in Personal Finance (Not Investing)

19 Replies

1454 Views

Last post by InvisibleAerobar
Tue Jan 14, 2025 2:08 pm
Sole Beneficiary for Vanguard IRA Question

Last post by cheese_breath « Tue Jan 14, 2025 2:07 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by doglover52 » Tue Jan 14, 2025 12:29 pm » in Personal Finance (Not Investing)

2 Replies

102 Views

Last post by cheese_breath
Tue Jan 14, 2025 2:07 pm
23 year yr old daughter considering marriage - questions about prenup etc

Last post by hitchman « Tue Jan 14, 2025 2:07 pm
Posted in Personal Finance (Not Investing)
Replies: 56
by Sammy01 » Mon Jan 13, 2025 9:51 pm » in Personal Finance (Not Investing)
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56 Replies

4028 Views

Last post by hitchman
Tue Jan 14, 2025 2:07 pm
The Final, Definitive Thread on Brokerage Transfer Bonuses

Last post by sycamore « Tue Jan 14, 2025 2:06 pm
Posted in Investing - Theory, News & General
Replies: 9697
by Earl Lemongrab » Fri Aug 05, 2016 8:07 pm » in Investing - Theory, News & General
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9697 Replies

1780268 Views

Last post by sycamore
Tue Jan 14, 2025 2:06 pm
Now that long TIPS yields have again breached 2.50% I will…

Last post by protagonist « Tue Jan 14, 2025 2:05 pm
Posted in Investing - Theory, News & General
Replies: 3999
by McQ » Sun Sep 18, 2022 11:08 pm » in Investing - Theory, News & General
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3999 Replies

945392 Views

Last post by protagonist
Tue Jan 14, 2025 2:05 pm
New HSA with Health Equity - questions about Schwab window & fund choice

Last post by OnlineAdventurer « Tue Jan 14, 2025 2:05 pm
Posted in Personal Investments

by OnlineAdventurer » Tue Jan 14, 2025 2:05 pm » in Personal Investments

0 Replies

34 Views

Last post by OnlineAdventurer
Tue Jan 14, 2025 2:05 pm
Electric Heat Pump Water Heater

Last post by StrongMBS « Tue Jan 14, 2025 2:04 pm
Posted in Personal Consumer Issues
Replies: 54
by Hot Sauce » Fri Jan 10, 2025 3:12 pm » in Personal Consumer Issues
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54 Replies

2501 Views

Last post by StrongMBS
Tue Jan 14, 2025 2:04 pm
After the recent bond bear market, how long is your bond duration?

Last post by KEotSK66 « Tue Jan 14, 2025 2:04 pm
Posted in Investing - Theory, News & General
Replies: 62
by TrustTheMarket » Sun Jan 12, 2025 5:54 am » in Investing - Theory, News & General
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62 Replies

4627 Views

Last post by KEotSK66
Tue Jan 14, 2025 2:04 pm
Antarctic Trip recommendations?

Last post by coalcracker « Tue Jan 14, 2025 2:03 pm
Posted in Personal Consumer Issues
Replies: 7
by Elric » Mon Jan 13, 2025 2:14 pm » in Personal Consumer Issues

7 Replies

813 Views

Last post by coalcracker
Tue Jan 14, 2025 2:03 pm
Advice for 2025: OMY or Retire Now?

Last post by White Coat Investor « Tue Jan 14, 2025 2:01 pm
Posted in Personal Investments
Replies: 39
by bogleboy22 » Mon Dec 30, 2024 6:50 pm » in Personal Investments

39 Replies

5866 Views

Last post by White Coat Investor
Tue Jan 14, 2025 2:01 pm
Roth Conversion Calculator surprising results

Last post by tibbitts « Tue Jan 14, 2025 1:59 pm
Posted in Personal Investments
Replies: 67
by razorbacker » Sat Jan 11, 2025 1:12 am » in Personal Investments
1

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67 Replies

5576 Views

Last post by tibbitts
Tue Jan 14, 2025 1:59 pm
Vanguard skipped RMD last week

Last post by lws « Tue Jan 14, 2025 1:58 pm
Posted in Personal Investments
Replies: 16
by itsmeagain » Mon Jan 13, 2025 6:23 pm » in Personal Investments

16 Replies

1345 Views

Last post by lws
Tue Jan 14, 2025 1:58 pm
Waiver for Contractors

Last post by LadyGeek « Tue Jan 14, 2025 1:54 pm
Posted in Personal Consumer Issues
Replies: 10
by Colorado21a » Tue Jan 14, 2025 12:44 pm » in Personal Consumer Issues

10 Replies

383 Views

Last post by LadyGeek
Tue Jan 14, 2025 1:54 pm
Struggling with the Idea of Taking on Debt for a New Home—Seeking Advice

Last post by stan1 « Tue Jan 14, 2025 1:52 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by Gash » Mon Jan 13, 2025 5:58 pm » in Personal Finance (Not Investing)

14 Replies

993 Views

Last post by stan1
Tue Jan 14, 2025 1:52 pm
Shipping UPS

Last post by LadyGeek « Tue Jan 14, 2025 1:51 pm
Posted in Personal Consumer Issues
Replies: 13
by HighLonesome » Sat Jan 04, 2025 6:44 am » in Personal Consumer Issues

13 Replies

990 Views

Last post by LadyGeek
Tue Jan 14, 2025 1:51 pm
Fidelity free/$5 Turbotax 2024

Last post by Zizou « Tue Jan 14, 2025 1:49 pm
Posted in Personal Finance (Not Investing)
Replies: 230
by TheRealJohnDoe » Wed Dec 04, 2024 7:49 pm » in Personal Finance (Not Investing)
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230 Replies

45276 Views

Last post by Zizou
Tue Jan 14, 2025 1:49 pm
Arizona Chapter

Last post by Pullupking214 « Tue Jan 14, 2025 1:46 pm
Posted in US Chapters
Replies: 165
by mabromovitz » Thu Apr 12, 2018 12:27 pm » in US Chapters
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165 Replies

71654 Views

Last post by Pullupking214
Tue Jan 14, 2025 1:46 pm
DirectPay Deadline for 1040-ES

Last post by cheese_breath « Tue Jan 14, 2025 1:44 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by Thesaints » Mon Jan 13, 2025 10:29 pm » in Personal Finance (Not Investing)

2 Replies

296 Views

Last post by cheese_breath
Tue Jan 14, 2025 1:44 pm
should I invest now

Last post by dogagility « Tue Jan 14, 2025 1:44 pm
Posted in Personal Investments
Replies: 7
by workspace10 » Tue Jan 14, 2025 11:25 am » in Personal Investments

7 Replies

529 Views

Last post by dogagility
Tue Jan 14, 2025 1:44 pm
My head is swimming. Bond funds.

Last post by watchnerd « Tue Jan 14, 2025 1:43 pm
Posted in Personal Investments
Replies: 52
by Looking4Trout » Mon Jan 13, 2025 11:56 am » in Personal Investments
1

2
52 Replies

3849 Views

Last post by watchnerd
Tue Jan 14, 2025 1:43 pm
What Maturity Munis Should I Buy?

Last post by TomatoTomahto « Tue Jan 14, 2025 1:39 pm
Posted in Personal Investments
Replies: 7
by Toddo » Tue Jan 14, 2025 12:31 pm » in Personal Investments

7 Replies

172 Views

Last post by TomatoTomahto
Tue Jan 14, 2025 1:39 pm
Career advice for a young college student looking to get into Mega Corp or Big Tech

Last post by Dusn « Tue Jan 14, 2025 1:35 pm
Posted in Personal Finance (Not Investing)
Replies: 194
by Migrant » Sun Jan 05, 2025 8:11 pm » in Personal Finance (Not Investing)
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194 Replies

10058 Views

Last post by Dusn
Tue Jan 14, 2025 1:35 pm
Gift to Plan 529

Last post by secondcor521 « Tue Jan 14, 2025 1:35 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by mymoney2022 » Tue Jan 14, 2025 12:51 pm » in Personal Finance (Not Investing)

1 Replies

80 Views

Last post by secondcor521
Tue Jan 14, 2025 1:35 pm
Another Medallion Signature Question

Last post by MP123 « Tue Jan 14, 2025 1:32 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by dbc47 » Mon Jan 13, 2025 7:31 pm » in Personal Finance (Not Investing)

8 Replies

635 Views

Last post by MP123
Tue Jan 14, 2025 1:32 pm
Fidelity Brokerage, Type of Treasury in Account

Last post by user9532 « Tue Jan 14, 2025 1:32 pm
Posted in Investing - Theory, News & General
Replies: 1
by rich126 » Tue Jan 14, 2025 1:18 pm » in Investing - Theory, News & General

1 Replies

97 Views

Last post by user9532
Tue Jan 14, 2025 1:32 pm
How to determine what % of taxes to be withheld from Social Security

Last post by BetaTracker « Tue Jan 14, 2025 1:28 pm
Posted in Investing - Theory, News & General
Replies: 12
by TnGuy » Tue Apr 16, 2024 10:39 am » in Investing - Theory, News & General

12 Replies

2919 Views

Last post by BetaTracker
Tue Jan 14, 2025 1:28 pm
How to invest a retirement account that isn't needed?

Last post by Jeffie « Tue Jan 14, 2025 1:28 pm
Posted in Personal Investments

by Jeffie » Tue Jan 14, 2025 1:28 pm » in Personal Investments

0 Replies

24 Views

Last post by Jeffie
Tue Jan 14, 2025 1:28 pm
Quality Tools

Last post by rich126 « Tue Jan 14, 2025 1:27 pm
Posted in Personal Consumer Issues
Replies: 33
by rich126 » Mon Jan 13, 2025 6:25 pm » in Personal Consumer Issues

33 Replies

1485 Views

Last post by rich126
Tue Jan 14, 2025 1:27 pm
Portfolio Advice for a 30-Year-Old with Roth IRA & Roth TSP

Last post by sailaway « Tue Jan 14, 2025 1:27 pm
Posted in Personal Investments
Replies: 4
by esbrown94 » Tue Jan 14, 2025 11:24 am » in Personal Investments

4 Replies

137 Views

Last post by sailaway
Tue Jan 14, 2025 1:27 pm
When children start paying

Last post by buyMyBogle « Tue Jan 14, 2025 1:24 pm
Posted in Personal Finance (Not Investing)
Replies: 80
by waterlife » Mon Oct 14, 2024 3:20 pm » in Personal Finance (Not Investing)
1

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80 Replies

10630 Views

Last post by buyMyBogle
Tue Jan 14, 2025 1:24 pm

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