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I am getting ready to buy a NY Life SPIA Annuity. Need some help/clarification.

Last post by nisiprius « Mon Sep 09, 2024 5:18 pm
Posted in Personal Investments
Replies: 6
by jackie123 » Mon Sep 09, 2024 1:09 pm » in Personal Investments

6 Replies

426 Views

Last post by nisiprius
Mon Sep 09, 2024 5:18 pm
Retiring in 6 months (off TSLA options); Plan Review; 08/24 Update - NVDA All-In

Last post by smithers « Mon Sep 09, 2024 5:18 pm
Posted in Personal Investments
Replies: 687
by roguewarrior0 » Thu Feb 11, 2021 1:35 pm » in Personal Investments
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687 Replies

161313 Views

Last post by smithers
Mon Sep 09, 2024 5:18 pm
Treasury Bills and Notes

Last post by dbr « Mon Sep 09, 2024 5:17 pm
Posted in Personal Investments
Replies: 5
by redfox721 » Mon Sep 09, 2024 10:03 am » in Personal Investments

5 Replies

313 Views

Last post by dbr
Mon Sep 09, 2024 5:17 pm
HEDGEFUNDIE's excellent adventure Part II: The next journey

Last post by Dasa « Mon Sep 09, 2024 5:17 pm
Posted in Investing - Theory, News & General
Replies: 14429
by HEDGEFUNDIE » Sun Aug 11, 2019 9:41 pm » in Investing - Theory, News & General
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14429 Replies

2111622 Views

Last post by Dasa
Mon Sep 09, 2024 5:17 pm
US Bank 4% Smartly Visa Credit Card

Last post by Lastrun « Mon Sep 09, 2024 5:17 pm
Posted in Personal Finance (Not Investing)
Replies: 38
by Bosro » Thu Sep 05, 2024 3:35 pm » in Personal Finance (Not Investing)

38 Replies

3643 Views

Last post by Lastrun
Mon Sep 09, 2024 5:17 pm
Can I afford to retire at 57, please help

Last post by Hullmet « Mon Sep 09, 2024 5:17 pm
Posted in Personal Investments
Replies: 37
by Snowbear » Thu Sep 05, 2024 8:33 am » in Personal Investments

37 Replies

5617 Views

Last post by Hullmet
Mon Sep 09, 2024 5:17 pm
WILL I CONTINUE TO GET SOCIAL SECURITY 1099 VIA SNAIL MAIL

Last post by dagsboro « Mon Sep 09, 2024 5:17 pm
Posted in Personal Finance (Not Investing)

by dagsboro » Mon Sep 09, 2024 5:17 pm » in Personal Finance (Not Investing)

0 Replies

9 Views

Last post by dagsboro
Mon Sep 09, 2024 5:17 pm
Bonus for transfer of 401k accounts to tIRA accounts

Last post by celia « Mon Sep 09, 2024 5:16 pm
Posted in Personal Investments
Replies: 5
by micron » Mon Sep 09, 2024 4:11 pm » in Personal Investments

5 Replies

139 Views

Last post by celia
Mon Sep 09, 2024 5:16 pm
Cliff Asness's latest thoughts

Last post by unwitting_gulag « Mon Sep 09, 2024 5:16 pm
Posted in Investing - Theory, News & General
Replies: 6
by garlandwhizzer » Mon Sep 09, 2024 3:19 pm » in Investing - Theory, News & General

6 Replies

331 Views

Last post by unwitting_gulag
Mon Sep 09, 2024 5:16 pm
my experience so far setting up Fidelity CMA

Last post by chaser « Mon Sep 09, 2024 5:15 pm
Posted in Personal Investments
Replies: 60
by syc » Tue May 07, 2024 6:15 pm » in Personal Investments
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60 Replies

9552 Views

Last post by chaser
Mon Sep 09, 2024 5:15 pm
Roth conversions causing me to bump up against IRMMA

Last post by an_asker « Mon Sep 09, 2024 5:15 pm
Posted in Personal Finance (Not Investing)
Replies: 13
by decades88 » Mon Sep 09, 2024 2:09 pm » in Personal Finance (Not Investing)

13 Replies

631 Views

Last post by an_asker
Mon Sep 09, 2024 5:15 pm
Life Crossroads - advice request

Last post by simas « Mon Sep 09, 2024 5:15 pm
Posted in Personal Finance (Not Investing)
Replies: 62
by Mttownse » Sat Sep 07, 2024 2:03 pm » in Personal Finance (Not Investing)
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62 Replies

4425 Views

Last post by simas
Mon Sep 09, 2024 5:15 pm
How can I know if withdrawals have been made from my TIAA account?

Last post by MoolaGrow « Mon Sep 09, 2024 5:14 pm
Posted in Personal Investments
Replies: 32
by MoolaGrow » Thu Apr 18, 2024 11:46 am » in Personal Investments

32 Replies

1755 Views

Last post by MoolaGrow
Mon Sep 09, 2024 5:14 pm
Would a $1MM inheritance change your retirement plans?

Last post by ROIGuy « Mon Sep 09, 2024 5:14 pm
Posted in Personal Finance (Not Investing)
Replies: 122
by Wanderingwheelz » Mon Nov 02, 2020 4:15 pm » in Personal Finance (Not Investing)
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122 Replies

13186 Views

Last post by ROIGuy
Mon Sep 09, 2024 5:14 pm
Latest Roth conversion paper

Last post by tibbitts « Mon Sep 09, 2024 5:12 pm
Posted in Investing - Theory, News & General
Replies: 93
by McQ » Wed Sep 04, 2024 10:59 pm » in Investing - Theory, News & General
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93 Replies

8666 Views

Last post by tibbitts
Mon Sep 09, 2024 5:12 pm
My bond portfolio is a "zoo with too many animals"!

Last post by retiredjg « Mon Sep 09, 2024 5:11 pm
Posted in Personal Investments
Replies: 4
by Alex GR » Mon Sep 09, 2024 1:14 pm » in Personal Investments

4 Replies

301 Views

Last post by retiredjg
Mon Sep 09, 2024 5:11 pm
Vanguard: "Unavailable shares" warning? [7-day hold on new deposits via EBT or check]

Last post by Hullmet « Mon Sep 09, 2024 5:11 pm
Posted in Personal Investments
Replies: 64
by mmcmonster » Sat Mar 23, 2024 5:56 am » in Personal Investments
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64 Replies

7906 Views

Last post by Hullmet
Mon Sep 09, 2024 5:11 pm
Moving to Colorado?

Last post by Mayacallie « Mon Sep 09, 2024 5:10 pm
Posted in Personal Consumer Issues
Replies: 58
by rich126 » Sun Sep 01, 2024 6:34 pm » in Personal Consumer Issues
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58 Replies

9585 Views

Last post by Mayacallie
Mon Sep 09, 2024 5:10 pm
Vanguard Cash Plus Account

Last post by PitPirate « Mon Sep 09, 2024 5:09 pm
Posted in Investing - Theory, News & General
Replies: 1258
by stan1 » Fri Jan 12, 2024 12:35 pm » in Investing - Theory, News & General
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1258 Replies

178397 Views

Last post by PitPirate
Mon Sep 09, 2024 5:09 pm
Selling My Mother's House - Financial Responsibility

Last post by RickBoglehead « Mon Sep 09, 2024 5:08 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by akrizzle88 » Mon Sep 09, 2024 5:00 pm » in Personal Finance (Not Investing)

2 Replies

74 Views

Last post by RickBoglehead
Mon Sep 09, 2024 5:08 pm
Retiree Portfolio Model

Last post by chassis « Mon Sep 09, 2024 5:05 pm
Posted in Personal Finance (Not Investing)
Replies: 1896
by BigFoot48 » Thu May 31, 2012 7:13 pm » in Personal Finance (Not Investing)
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1896 Replies

597466 Views

Last post by chassis
Mon Sep 09, 2024 5:05 pm
Mortgage Payment Strategy

Last post by Lawyered_ « Mon Sep 09, 2024 5:04 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by midwest_bound » Mon Sep 09, 2024 1:57 pm » in Personal Finance (Not Investing)

3 Replies

301 Views

Last post by Lawyered_
Mon Sep 09, 2024 5:04 pm
I Bonds Mega Thread (I Bond Heads Rejoice!)

Last post by Lyrrad « Mon Sep 09, 2024 5:04 pm
Posted in Investing - Theory, News & General
Replies: 7075
by tomsense76 » Tue Apr 13, 2021 10:39 pm » in Investing - Theory, News & General
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7075 Replies

1683064 Views

Last post by Lyrrad
Mon Sep 09, 2024 5:04 pm
Does Schwab have a security device

Last post by Alan S. « Mon Sep 09, 2024 5:03 pm
Posted in Personal Finance (Not Investing)
Replies: 22
by ccw » Thu Apr 25, 2024 12:39 am » in Personal Finance (Not Investing)

22 Replies

2469 Views

Last post by Alan S.
Mon Sep 09, 2024 5:03 pm
How do I justify buying an expensive tool?

Last post by rockstar « Mon Sep 09, 2024 5:03 pm
Posted in Personal Consumer Issues
Replies: 90
by TiredLawyer » Fri Sep 06, 2024 9:15 am » in Personal Consumer Issues
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90 Replies

4639 Views

Last post by rockstar
Mon Sep 09, 2024 5:03 pm
Laid off today, what should I be thinking about?

Last post by jjunk « Mon Sep 09, 2024 5:00 pm
Posted in Personal Finance (Not Investing)
Replies: 24
by jjunk » Mon Sep 09, 2024 2:42 pm » in Personal Finance (Not Investing)

24 Replies

1225 Views

Last post by jjunk
Mon Sep 09, 2024 5:00 pm
Having a single bond index in a 3 fund portfolio. Are there better options?

Last post by carminered2019 « Mon Sep 09, 2024 5:00 pm
Posted in Personal Investments
Replies: 23
by NYCaviator » Mon Sep 09, 2024 5:56 am » in Personal Investments

23 Replies

1185 Views

Last post by carminered2019
Mon Sep 09, 2024 5:00 pm
SECURE 2.0's $50,000 QCD to CRUT or Charitable Annuity

Last post by ee_guy « Mon Sep 09, 2024 4:58 pm
Posted in Personal Finance (Not Investing)
Replies: 18
by Phil DeMuth » Sat Jun 10, 2023 5:32 pm » in Personal Finance (Not Investing)

18 Replies

1888 Views

Last post by ee_guy
Mon Sep 09, 2024 4:58 pm
marital trust - why is it the exemption amount ?

Last post by skeptical « Mon Sep 09, 2024 4:58 pm
Posted in Personal Finance (Not Investing)
Replies: 38
by skeptical » Sat Sep 07, 2024 3:28 pm » in Personal Finance (Not Investing)

38 Replies

1871 Views

Last post by skeptical
Mon Sep 09, 2024 4:58 pm
Going to a 100% Stock Asset Allocation Due to Nice Pension - Anyone else doing this?

Last post by rockstar « Mon Sep 09, 2024 4:57 pm
Posted in Personal Investments
Replies: 74
by MrCheapo » Sun Sep 08, 2024 1:01 pm » in Personal Investments
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74 Replies

4895 Views

Last post by rockstar
Mon Sep 09, 2024 4:57 pm
Is A Three Bucket Really A Two Bucket

Last post by 22twain « Mon Sep 09, 2024 4:54 pm
Posted in Personal Investments
Replies: 12
by Front Toward Enemy » Mon Sep 09, 2024 10:04 am » in Personal Investments

12 Replies

891 Views

Last post by 22twain
Mon Sep 09, 2024 4:54 pm
Avoiding Fidelity 401K trading restrictions

Last post by SnowBog « Mon Sep 09, 2024 4:51 pm
Posted in Investing - Theory, News & General
Replies: 12
by windpig » Sun Sep 08, 2024 2:53 pm » in Investing - Theory, News & General

12 Replies

749 Views

Last post by SnowBog
Mon Sep 09, 2024 4:51 pm
Good Experience with Medicare Advantage covering emergency care outside the USA

Last post by CuriousGeorgeTx « Mon Sep 09, 2024 4:42 pm
Posted in Personal Finance (Not Investing)

by CuriousGeorgeTx » Mon Sep 09, 2024 4:42 pm » in Personal Finance (Not Investing)

0 Replies

59 Views

Last post by CuriousGeorgeTx
Mon Sep 09, 2024 4:42 pm
Sabbatical question

Last post by Watty « Mon Sep 09, 2024 4:42 pm
Posted in Personal Finance (Not Investing)
Replies: 17
by Streptococcus » Sun Sep 08, 2024 9:10 pm » in Personal Finance (Not Investing)

17 Replies

1314 Views

Last post by Watty
Mon Sep 09, 2024 4:42 pm
M/20s/MCOL Budget Critique

Last post by simas « Mon Sep 09, 2024 4:38 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by or1on » Sun Sep 08, 2024 2:39 pm » in Personal Finance (Not Investing)

10 Replies

764 Views

Last post by simas
Mon Sep 09, 2024 4:38 pm
So what are you cooking

Last post by GreatLaker « Mon Sep 09, 2024 4:37 pm
Posted in Personal Consumer Issues
Replies: 1098
by Skeeter1 » Sat Mar 21, 2020 2:23 pm » in Personal Consumer Issues
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1098 Replies

142236 Views

Last post by GreatLaker
Mon Sep 09, 2024 4:37 pm
Help me understand ways to reduce or defer tax on ordinary dividends and interest for a high-income family

Last post by life_force_prana « Mon Sep 09, 2024 4:37 pm
Posted in Personal Finance (Not Investing)
Replies: 47
by john.richard2 » Mon Sep 02, 2024 3:24 pm » in Personal Finance (Not Investing)

47 Replies

5662 Views

Last post by life_force_prana
Mon Sep 09, 2024 4:37 pm
New $500k portfolio

Last post by retiredjg « Mon Sep 09, 2024 4:35 pm
Posted in Personal Investments
Replies: 16
by kaktusUSA » Sat Sep 07, 2024 9:35 pm » in Personal Investments

16 Replies

2043 Views

Last post by retiredjg
Mon Sep 09, 2024 4:35 pm
Where to stash $300K from Sale of Primary Home?

Last post by White Coat Investor « Mon Sep 09, 2024 4:33 pm
Posted in Personal Investments
Replies: 11
by BigJoeAllen » Sun Sep 08, 2024 9:32 am » in Personal Investments

11 Replies

934 Views

Last post by White Coat Investor
Mon Sep 09, 2024 4:33 pm
Gmail or Own Domain Name for Personal Emails?

Last post by Snowflake « Mon Sep 09, 2024 4:30 pm
Posted in Personal Consumer Issues
Replies: 19
by orlandoman » Mon Sep 09, 2024 12:35 pm » in Personal Consumer Issues

19 Replies

764 Views

Last post by Snowflake
Mon Sep 09, 2024 4:30 pm
Money is no longer the problem…

Last post by White Coat Investor « Mon Sep 09, 2024 4:29 pm
Posted in Personal Consumer Issues
Replies: 89
by Wannaretireearly » Tue Aug 27, 2024 8:41 am » in Personal Consumer Issues
1

2
89 Replies

17151 Views

Last post by White Coat Investor
Mon Sep 09, 2024 4:29 pm
Financial Advisor suggests Roth IRA conversion or annuities

Last post by Rex66 « Mon Sep 09, 2024 4:28 pm
Posted in Personal Investments
Replies: 15
by Retiredsvnt2019 » Mon Sep 09, 2024 2:28 am » in Personal Investments

15 Replies

931 Views

Last post by Rex66
Mon Sep 09, 2024 4:28 pm
Safe For Kids LVP Floor Cleaner?

Last post by RickBoglehead « Mon Sep 09, 2024 4:27 pm
Posted in Personal Consumer Issues
Replies: 15
by BHawks87 » Sun Sep 08, 2024 1:47 pm » in Personal Consumer Issues

15 Replies

626 Views

Last post by RickBoglehead
Mon Sep 09, 2024 4:27 pm
Does a Solo 401(k) increase audit risk?

Last post by avalpert1 « Mon Sep 09, 2024 4:24 pm
Posted in Investing - Theory, News & General
Replies: 2
by c17d6dcb » Mon Sep 09, 2024 3:12 pm » in Investing - Theory, News & General

2 Replies

116 Views

Last post by avalpert1
Mon Sep 09, 2024 4:24 pm
Minimizing taxes on private equity sale

Last post by toddthebod « Mon Sep 09, 2024 4:22 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by Twink » Mon Sep 09, 2024 4:10 pm » in Personal Finance (Not Investing)

2 Replies

89 Views

Last post by toddthebod
Mon Sep 09, 2024 4:22 pm
When to refinance our mortgage; and how often?

Last post by InvisibleAerobar « Mon Sep 09, 2024 4:14 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by InvisibleAerobar » Fri Sep 06, 2024 4:00 pm » in Personal Finance (Not Investing)

8 Replies

1107 Views

Last post by InvisibleAerobar
Mon Sep 09, 2024 4:14 pm
Ocean City MD condo rental -VACASA?

Last post by surfinagin « Mon Sep 09, 2024 4:12 pm
Posted in Personal Consumer Issues
Replies: 17
by surfinagin » Sat Sep 07, 2024 2:21 pm » in Personal Consumer Issues

17 Replies

1269 Views

Last post by surfinagin
Mon Sep 09, 2024 4:12 pm
Can someone make sense of this Tbill transaction?

Last post by bd7 « Mon Sep 09, 2024 4:09 pm
Posted in Personal Investments
Replies: 7
by givingup » Mon Sep 09, 2024 8:33 am » in Personal Investments

7 Replies

584 Views

Last post by bd7
Mon Sep 09, 2024 4:09 pm
US-based accounts for resident in Italy?

Last post by EddyB « Mon Sep 09, 2024 4:09 pm
Posted in Non-US Investing
Replies: 6
by mjk63 » Wed Aug 21, 2024 8:22 pm » in Non-US Investing

6 Replies

4450 Views

Last post by EddyB
Mon Sep 09, 2024 4:09 pm
When to use a travel agent?

Last post by Random Musings « Mon Sep 09, 2024 4:05 pm
Posted in Personal Consumer Issues
Replies: 10
by retire14 » Mon Sep 09, 2024 7:23 am » in Personal Consumer Issues

10 Replies

839 Views

Last post by Random Musings
Mon Sep 09, 2024 4:05 pm

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