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Potential Job Loss Questions

Last post by Steve345 « Fri Feb 07, 2025 6:45 pm
Posted in Personal Finance (Not Investing)
Replies: 43
by Steve345 » Wed Feb 05, 2025 8:06 pm » in Personal Finance (Not Investing)

43 Replies

4622 Views

Last post by Steve345
Fri Feb 07, 2025 6:45 pm
Is umbrella insurance, and higher auto policy limits a waste for regular folks?

Last post by newparent7 « Fri Feb 07, 2025 6:41 pm
Posted in Personal Finance (Not Investing)
Replies: 23
by boglerman » Fri Feb 07, 2025 6:26 am » in Personal Finance (Not Investing)

23 Replies

1743 Views

Last post by newparent7
Fri Feb 07, 2025 6:41 pm
Large Roth conversions against conventional wisdom?

Last post by Exchme « Fri Feb 07, 2025 6:38 pm
Posted in Investing - Theory, News & General
Replies: 91
by techbud » Sat Feb 01, 2025 5:10 pm » in Investing - Theory, News & General
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2
91 Replies

7184 Views

Last post by Exchme
Fri Feb 07, 2025 6:38 pm
Seeking Feedback on Tilting to Small-Cap Value (U.S. & International)

Last post by thebogledoc « Fri Feb 07, 2025 6:37 pm
Posted in Personal Investments
Replies: 11
by thebogledoc » Fri Feb 07, 2025 8:43 am » in Personal Investments

11 Replies

480 Views

Last post by thebogledoc
Fri Feb 07, 2025 6:37 pm
need help with Foreign Tax Credit on FreeTaxUSA

Last post by memcpy « Fri Feb 07, 2025 6:37 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by vrpatel1 » Fri Feb 07, 2025 3:36 pm » in Personal Finance (Not Investing)

7 Replies

275 Views

Last post by memcpy
Fri Feb 07, 2025 6:37 pm
Investment Advice for my 77 y/o Father with 2m

Last post by HawaiiFiveO « Fri Feb 07, 2025 6:36 pm
Posted in Personal Investments
Replies: 67
by HawaiiFiveO » Wed Jan 22, 2025 3:23 am » in Personal Investments
1

2
67 Replies

11016 Views

Last post by HawaiiFiveO
Fri Feb 07, 2025 6:36 pm
401k bond choices - All seem icky

Last post by alpenglow « Fri Feb 07, 2025 6:35 pm
Posted in Personal Investments
Replies: 4
by MedEngineer » Fri Feb 07, 2025 4:57 pm » in Personal Investments

4 Replies

240 Views

Last post by alpenglow
Fri Feb 07, 2025 6:35 pm
How the 4% rule would have failed in the 1960s: On the folly of fixed withdrawal rates

Last post by WoodSpinner « Fri Feb 07, 2025 6:35 pm
Posted in Investing - Theory, News & General
Replies: 95
by McQ » Thu Feb 06, 2025 5:17 pm » in Investing - Theory, News & General
1

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95 Replies

4727 Views

Last post by WoodSpinner
Fri Feb 07, 2025 6:35 pm
Yet another portfolio review

Last post by Darth Vanguard « Fri Feb 07, 2025 6:34 pm
Posted in Personal Investments
Replies: 2
by Darth Vanguard » Fri Feb 07, 2025 2:35 pm » in Personal Investments

2 Replies

191 Views

Last post by Darth Vanguard
Fri Feb 07, 2025 6:34 pm
Lisbon or Dublin late this month (Feb) 3-5 days??

Last post by bobn60014 « Fri Feb 07, 2025 6:34 pm
Posted in Personal Consumer Issues
Replies: 2
by guppyguy » Fri Feb 07, 2025 6:13 pm » in Personal Consumer Issues

2 Replies

98 Views

Last post by bobn60014
Fri Feb 07, 2025 6:34 pm
Trad or Roth 401k in setting of high trad 401k balance and nearing FI

Last post by FiveK « Fri Feb 07, 2025 6:32 pm
Posted in Personal Investments
Replies: 2
by Galaga » Fri Feb 07, 2025 9:53 am » in Personal Investments

2 Replies

146 Views

Last post by FiveK
Fri Feb 07, 2025 6:32 pm
Does an Annuity make sense?

Last post by Blackwing27 « Fri Feb 07, 2025 6:31 pm
Posted in Personal Investments
Replies: 37
by Blackwing27 » Sat Feb 01, 2025 4:28 pm » in Personal Investments

37 Replies

2306 Views

Last post by Blackwing27
Fri Feb 07, 2025 6:31 pm
HRBlock Premium and Business desktop software 2024 not importing 2023 tax return data file

Last post by memcpy « Fri Feb 07, 2025 6:31 pm
Posted in Personal Finance (Not Investing)

by memcpy » Fri Feb 07, 2025 6:31 pm » in Personal Finance (Not Investing)

0 Replies

31 Views

Last post by memcpy
Fri Feb 07, 2025 6:31 pm
United Airlines bike

Last post by Tony-S « Fri Feb 07, 2025 6:30 pm
Posted in Personal Consumer Issues
Replies: 9
by Tony-S » Thu Feb 06, 2025 6:21 pm » in Personal Consumer Issues

9 Replies

1054 Views

Last post by Tony-S
Fri Feb 07, 2025 6:30 pm
Best sources for new young investor?

Last post by lolasdad « Fri Feb 07, 2025 6:27 pm
Posted in Investing - Theory, News & General
Replies: 13
by MaxLerner » Thu Feb 06, 2025 10:26 pm » in Investing - Theory, News & General

13 Replies

790 Views

Last post by lolasdad
Fri Feb 07, 2025 6:27 pm
inherited ira company

Last post by Watty « Fri Feb 07, 2025 6:26 pm
Posted in Personal Investments
Replies: 2
by helpful55 » Fri Feb 07, 2025 6:08 pm » in Personal Investments

2 Replies

113 Views

Last post by Watty
Fri Feb 07, 2025 6:26 pm
Help with form 1099-B

Last post by FiveK « Fri Feb 07, 2025 6:24 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by mclaflin » Fri Feb 07, 2025 2:42 pm » in Personal Finance (Not Investing)

4 Replies

242 Views

Last post by FiveK
Fri Feb 07, 2025 6:24 pm
Taxable or Roth Contributions: My situation

Last post by FiveK « Fri Feb 07, 2025 6:21 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by Needsomehelp » Fri Feb 07, 2025 2:50 pm » in Personal Finance (Not Investing)

3 Replies

226 Views

Last post by FiveK
Fri Feb 07, 2025 6:21 pm
Trading Treasuries (nominal and TIPS)

Last post by Kevin M « Fri Feb 07, 2025 6:18 pm
Posted in Investing - Theory, News & General
Replies: 4673
by Kevin M » Tue May 24, 2022 7:50 pm » in Investing - Theory, News & General
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94
4673 Replies

589705 Views

Last post by Kevin M
Fri Feb 07, 2025 6:18 pm
Short Notice Retirement Portfolio Review

Last post by Watty « Fri Feb 07, 2025 6:14 pm
Posted in Personal Investments
Replies: 6
by SpookyEng » Fri Feb 07, 2025 1:05 pm » in Personal Investments

6 Replies

574 Views

Last post by Watty
Fri Feb 07, 2025 6:14 pm
Rate of change in AI [DeepSeek (Chinese AI) impacting market]

Last post by CatCoder555 « Fri Feb 07, 2025 6:13 pm
Posted in Investing - Theory, News & General
Replies: 369
by Kevin K » Sun Jan 26, 2025 12:55 pm » in Investing - Theory, News & General
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369 Replies

36419 Views

Last post by CatCoder555
Fri Feb 07, 2025 6:13 pm
Car inheritance and probate

Last post by Hacksawdave « Fri Feb 07, 2025 6:13 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by ElBarto » Fri Feb 07, 2025 4:04 pm » in Personal Finance (Not Investing)

6 Replies

463 Views

Last post by Hacksawdave
Fri Feb 07, 2025 6:13 pm
John McQuown? Wells Fargo executive pioneered index investment funds?

Last post by Northern Flicker « Fri Feb 07, 2025 6:12 pm
Posted in Investing - Theory, News & General
Replies: 39
by yankees60 » Mon Feb 03, 2025 4:38 pm » in Investing - Theory, News & General

39 Replies

2988 Views

Last post by Northern Flicker
Fri Feb 07, 2025 6:12 pm
Need for spousal consent to withdraw from 403b ERISA plan New: TIAA POA info

Last post by Katietsu « Fri Feb 07, 2025 6:09 pm
Posted in Personal Finance (Not Investing)
Replies: 13
by Katietsu » Tue Feb 04, 2025 9:23 pm » in Personal Finance (Not Investing)

13 Replies

1394 Views

Last post by Katietsu
Fri Feb 07, 2025 6:09 pm
The pet microchip business

Last post by epictetus « Fri Feb 07, 2025 6:08 pm
Posted in Personal Consumer Issues
Replies: 21
by baconavocado » Fri Feb 07, 2025 2:15 pm » in Personal Consumer Issues

21 Replies

836 Views

Last post by epictetus
Fri Feb 07, 2025 6:08 pm
Investments for the newborn: 529 / Roth IRA / UGMA-UTMA / Dependent Care FSA

Last post by delamer « Fri Feb 07, 2025 6:06 pm
Posted in Personal Investments
Replies: 16
by FireToBiz » Fri Jan 31, 2025 9:40 pm » in Personal Investments

16 Replies

1007 Views

Last post by delamer
Fri Feb 07, 2025 6:06 pm
Corporate Trustee Drafting the Trust - Is this OK?

Last post by Katietsu « Fri Feb 07, 2025 6:03 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by JSparks » Fri Nov 22, 2024 4:22 pm » in Personal Finance (Not Investing)

9 Replies

651 Views

Last post by Katietsu
Fri Feb 07, 2025 6:03 pm
Investing when you don't expect tomorrow to look like yesterday

Last post by ClaycordJCA « Fri Feb 07, 2025 6:02 pm
Posted in Investing - Theory, News & General
Replies: 257
by CookieDough » Sun Feb 02, 2025 8:02 pm » in Investing - Theory, News & General
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257 Replies

21947 Views

Last post by ClaycordJCA
Fri Feb 07, 2025 6:02 pm
10 yr Treasury Note - Not understanding...

Last post by samulta52 « Fri Feb 07, 2025 6:01 pm
Posted in Personal Investments
Replies: 7
by spartan777 » Fri Feb 07, 2025 11:04 am » in Personal Investments

7 Replies

709 Views

Last post by samulta52
Fri Feb 07, 2025 6:01 pm
TLH Wash Sale Scenario

Last post by dave.m « Fri Feb 07, 2025 6:01 pm
Posted in Investing - Theory, News & General
Replies: 12
by dave.m » Fri Feb 07, 2025 7:20 am » in Investing - Theory, News & General

12 Replies

425 Views

Last post by dave.m
Fri Feb 07, 2025 6:01 pm
? On tax free muni

Last post by goldfinger22 « Fri Feb 07, 2025 6:00 pm
Posted in Personal Investments
Replies: 6
by goldfinger22 » Fri Feb 07, 2025 2:02 pm » in Personal Investments

6 Replies

313 Views

Last post by goldfinger22
Fri Feb 07, 2025 6:00 pm
Vanguard - No More SpecID for Limit Orders

Last post by bho « Fri Feb 07, 2025 5:57 pm
Posted in Personal Investments
Replies: 56
by Mrs.Daisy » Wed Jan 15, 2025 9:30 am » in Personal Investments
1

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56 Replies

5473 Views

Last post by bho
Fri Feb 07, 2025 5:57 pm
KlangFool's Traditional vs Roth Recommendation

Last post by samulta52 « Fri Feb 07, 2025 5:57 pm
Posted in Personal Finance (Not Investing)
Replies: 49
by ThankYouJack » Thu Feb 06, 2025 9:42 am » in Personal Finance (Not Investing)

49 Replies

6485 Views

Last post by samulta52
Fri Feb 07, 2025 5:57 pm
I Bond Advice - Sell or Hold

Last post by ApeAttack « Fri Feb 07, 2025 5:56 pm
Posted in Personal Investments
Replies: 20
by dink2win » Thu Feb 06, 2025 2:00 am » in Personal Investments

20 Replies

1835 Views

Last post by ApeAttack
Fri Feb 07, 2025 5:56 pm
Covering the TIPS gap years with bracket year duration matching

Last post by Kevin M « Fri Feb 07, 2025 5:54 pm
Posted in Investing - Theory, News & General
Replies: 481
by Kevin M » Wed May 22, 2024 10:28 pm » in Investing - Theory, News & General
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6

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10
481 Replies

60951 Views

Last post by Kevin M
Fri Feb 07, 2025 5:54 pm
MYGA Surrender Penalty Question

Last post by HueyLD « Fri Feb 07, 2025 5:51 pm
Posted in Personal Investments
Replies: 1
by JSparks » Fri Feb 07, 2025 4:59 pm » in Personal Investments

1 Replies

102 Views

Last post by HueyLD
Fri Feb 07, 2025 5:51 pm
Anyone else surprised by how much non-qualified dividends their index funds paid out this year?

Last post by lazynovice « Fri Feb 07, 2025 5:47 pm
Posted in Investing - Theory, News & General
Replies: 46
by White Coat Investor » Sun Feb 02, 2025 9:56 am » in Investing - Theory, News & General

46 Replies

6264 Views

Last post by lazynovice
Fri Feb 07, 2025 5:47 pm
Which Midwestern markets have "coastal style" real estate appreciation?

Last post by 22twain « Fri Feb 07, 2025 5:46 pm
Posted in Personal Finance (Not Investing)
Replies: 100
by JustGotScammed » Sat Jun 01, 2024 2:42 pm » in Personal Finance (Not Investing)
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100 Replies

15328 Views

Last post by 22twain
Fri Feb 07, 2025 5:46 pm
Helping near retirement parents with TIAA

Last post by notjackbogle « Fri Feb 07, 2025 5:46 pm
Posted in Personal Investments
Replies: 22
by DinkinFlicka » Wed Feb 05, 2025 7:57 am » in Personal Investments

22 Replies

2694 Views

Last post by notjackbogle
Fri Feb 07, 2025 5:46 pm
Backdoor Roth - Gains right before conversion

Last post by tibbitts « Fri Feb 07, 2025 5:45 pm
Posted in Personal Investments
Replies: 14
by JemmaJune » Thu Feb 06, 2025 7:36 pm » in Personal Investments

14 Replies

920 Views

Last post by tibbitts
Fri Feb 07, 2025 5:45 pm
Car wax: recommendations for easy and effective wax

Last post by BiggerSaver « Fri Feb 07, 2025 5:44 pm
Posted in Personal Consumer Issues
Replies: 39
by MtnTravel » Sat Feb 01, 2025 9:38 am » in Personal Consumer Issues

39 Replies

3489 Views

Last post by BiggerSaver
Fri Feb 07, 2025 5:44 pm
New Poster - Portfolio Review

Last post by LostProV1 « Fri Feb 07, 2025 5:41 pm
Posted in Personal Investments
Replies: 8
by LostProV1 » Sun Jan 19, 2025 10:53 am » in Personal Investments

8 Replies

1473 Views

Last post by LostProV1
Fri Feb 07, 2025 5:41 pm
Email security

Last post by JBTX « Fri Feb 07, 2025 5:40 pm
Posted in Personal Consumer Issues
Replies: 23
by beyou » Wed Feb 05, 2025 10:37 am » in Personal Consumer Issues

23 Replies

3306 Views

Last post by JBTX
Fri Feb 07, 2025 5:40 pm
What's up (or down) with TIPS?

Last post by McQ « Fri Feb 07, 2025 5:39 pm
Posted in Investing - Theory, News & General
Replies: 196
by Kevin M » Tue May 28, 2024 4:37 pm » in Investing - Theory, News & General
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196 Replies

26379 Views

Last post by McQ
Fri Feb 07, 2025 5:39 pm
IRA excess contribution mistake. Should I amend?

Last post by rsundaraz « Fri Feb 07, 2025 5:38 pm
Posted in Personal Finance (Not Investing)

by rsundaraz » Fri Feb 07, 2025 5:38 pm » in Personal Finance (Not Investing)

0 Replies

67 Views

Last post by rsundaraz
Fri Feb 07, 2025 5:38 pm
Repair costs for residence held within an irrevocable trust.

Last post by chemocean « Fri Feb 07, 2025 5:37 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by chemocean » Thu Feb 06, 2025 10:03 pm » in Personal Finance (Not Investing)

4 Replies

530 Views

Last post by chemocean
Fri Feb 07, 2025 5:37 pm
Applying for Senior Living facilities for parents

Last post by ResearchMed « Fri Feb 07, 2025 5:37 pm
Posted in Personal Finance (Not Investing)
Replies: 35
by MNGopher » Thu Feb 06, 2025 3:56 pm » in Personal Finance (Not Investing)

35 Replies

2239 Views

Last post by ResearchMed
Fri Feb 07, 2025 5:37 pm
Stocks in Roth over 401K?

Last post by lazynovice « Fri Feb 07, 2025 5:36 pm
Posted in Investing - Theory, News & General
Replies: 7
by jakobox » Fri Feb 07, 2025 4:23 pm » in Investing - Theory, News & General

7 Replies

248 Views

Last post by lazynovice
Fri Feb 07, 2025 5:36 pm
SEP or Not?

Last post by anonenigma « Fri Feb 07, 2025 5:36 pm
Posted in Personal Finance (Not Investing)

by anonenigma » Fri Feb 07, 2025 5:36 pm » in Personal Finance (Not Investing)

0 Replies

63 Views

Last post by anonenigma
Fri Feb 07, 2025 5:36 pm
How difficult is tax return in year of deceased spouse

Last post by retire57 « Fri Feb 07, 2025 5:35 pm
Posted in Personal Finance (Not Investing)
Replies: 21
by throwaway1535 » Tue Feb 04, 2025 8:18 pm » in Personal Finance (Not Investing)

21 Replies

2292 Views

Last post by retire57
Fri Feb 07, 2025 5:35 pm

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