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Financial Advisor suggests Roth IRA conversion or annuities

Last post by GaryA505 « Mon Sep 09, 2024 3:47 pm
Posted in Personal Investments
Replies: 10
by Retiredsvnt2019 » Mon Sep 09, 2024 2:28 am » in Personal Investments

10 Replies

733 Views

Last post by GaryA505
Mon Sep 09, 2024 3:47 pm
Cliff Asness's latest thoughts

Last post by livesoft « Mon Sep 09, 2024 3:46 pm
Posted in Investing - Theory, News & General
Replies: 1
by garlandwhizzer » Mon Sep 09, 2024 3:19 pm » in Investing - Theory, News & General

1 Replies

73 Views

Last post by livesoft
Mon Sep 09, 2024 3:46 pm
Roth conversions causing me to bump up against IRMMA

Last post by cas « Mon Sep 09, 2024 3:46 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by decades88 » Mon Sep 09, 2024 2:09 pm » in Personal Finance (Not Investing)

7 Replies

337 Views

Last post by cas
Mon Sep 09, 2024 3:46 pm
How to calculate Churning w/ VTSAX and a few other noob questions

Last post by suemarkp « Mon Sep 09, 2024 3:46 pm
Posted in Personal Investments
Replies: 49
by bobsmith » Tue Aug 27, 2024 2:56 pm » in Personal Investments

49 Replies

3315 Views

Last post by suemarkp
Mon Sep 09, 2024 3:46 pm
Would a $1MM inheritance change your retirement plans?

Last post by Harmanic « Mon Sep 09, 2024 3:44 pm
Posted in Personal Finance (Not Investing)
Replies: 120
by Wanderingwheelz » Mon Nov 02, 2020 4:15 pm » in Personal Finance (Not Investing)
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120 Replies

12961 Views

Last post by Harmanic
Mon Sep 09, 2024 3:44 pm
I Bonds Mega Thread (I Bond Heads Rejoice!)

Last post by LuvBogle « Mon Sep 09, 2024 3:43 pm
Posted in Investing - Theory, News & General
Replies: 7074
by tomsense76 » Tue Apr 13, 2021 10:39 pm » in Investing - Theory, News & General
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7074 Replies

1682939 Views

Last post by LuvBogle
Mon Sep 09, 2024 3:43 pm
Laid off today, what should I be thinking about?

Last post by Harmanic « Mon Sep 09, 2024 3:43 pm
Posted in Personal Finance (Not Investing)
Replies: 18
by jjunk » Mon Sep 09, 2024 2:42 pm » in Personal Finance (Not Investing)

18 Replies

691 Views

Last post by Harmanic
Mon Sep 09, 2024 3:43 pm
Boglehead "stars" in latest Consumer Reports

Last post by CRC_Volunteer « Mon Sep 09, 2024 3:41 pm
Posted in Investing - Theory, News & General
Replies: 5
by bad1bill » Mon Sep 09, 2024 8:48 am » in Investing - Theory, News & General

5 Replies

924 Views

Last post by CRC_Volunteer
Mon Sep 09, 2024 3:41 pm
Retiring in 6 months (off TSLA options); Plan Review; 08/24 Update - NVDA All-In

Last post by neurosphere « Mon Sep 09, 2024 3:40 pm
Posted in Personal Investments
Replies: 682
by roguewarrior0 » Thu Feb 11, 2021 1:35 pm » in Personal Investments
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682 Replies

160941 Views

Last post by neurosphere
Mon Sep 09, 2024 3:40 pm
How do I justify buying an expensive tool?

Last post by Atlantic_ave « Mon Sep 09, 2024 3:39 pm
Posted in Personal Consumer Issues
Replies: 85
by TiredLawyer » Fri Sep 06, 2024 9:15 am » in Personal Consumer Issues
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85 Replies

4490 Views

Last post by Atlantic_ave
Mon Sep 09, 2024 3:39 pm
college decision: UIUC or UF for ECE?

Last post by Harmanic « Mon Sep 09, 2024 3:39 pm
Posted in Personal Consumer Issues
Replies: 351
by acegolfer » Mon Jan 29, 2024 8:01 pm » in Personal Consumer Issues
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351 Replies

58013 Views

Last post by Harmanic
Mon Sep 09, 2024 3:39 pm
What Movie Have You Recently Watched?

Last post by ruralavalon « Mon Sep 09, 2024 3:37 pm
Posted in Personal Consumer Issues
Replies: 11854
by abuss368 » Sat Aug 30, 2014 3:35 pm » in Personal Consumer Issues
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11854 Replies

2258199 Views

Last post by ruralavalon
Mon Sep 09, 2024 3:37 pm
Activily managed Admiral shares at Fidelity

Last post by dkturner « Mon Sep 09, 2024 3:36 pm
Posted in Investing - Theory, News & General
Replies: 11
by dkturner » Sun Sep 08, 2024 6:49 am » in Investing - Theory, News & General

11 Replies

788 Views

Last post by dkturner
Mon Sep 09, 2024 3:36 pm
Please help, not sure what I'm doing

Last post by bonesly « Mon Sep 09, 2024 3:35 pm
Posted in Personal Investments
Replies: 3
by retired_dmn » Mon Sep 09, 2024 11:24 am » in Personal Investments

3 Replies

400 Views

Last post by bonesly
Mon Sep 09, 2024 3:35 pm
Mortgage Payment Strategy

Last post by KlangFool « Mon Sep 09, 2024 3:35 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by midwest_bound » Mon Sep 09, 2024 1:57 pm » in Personal Finance (Not Investing)

2 Replies

206 Views

Last post by KlangFool
Mon Sep 09, 2024 3:35 pm
Understanding bonds - example

Last post by prioritarian « Mon Sep 09, 2024 3:33 pm
Posted in Personal Investments
Replies: 2
by h2cycle » Mon Sep 09, 2024 1:11 pm » in Personal Investments

2 Replies

169 Views

Last post by prioritarian
Mon Sep 09, 2024 3:33 pm
What's Your Credit Card Rewards Strategy?

Last post by Count of Notre Dame « Mon Sep 09, 2024 3:30 pm
Posted in Personal Finance (Not Investing)
Replies: 7441
by guitarguy » Wed May 25, 2016 10:15 am » in Personal Finance (Not Investing)
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7441 Replies

1510861 Views

Last post by Count of Notre Dame
Mon Sep 09, 2024 3:30 pm
Trading Treasuries (nominal and TIPS)

Last post by Artsdoctor « Mon Sep 09, 2024 3:28 pm
Posted in Investing - Theory, News & General
Replies: 4556
by Kevin M » Tue May 24, 2022 7:50 pm » in Investing - Theory, News & General
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4556 Replies

540742 Views

Last post by Artsdoctor
Mon Sep 09, 2024 3:28 pm
Sabbatical question

Last post by Streptococcus « Mon Sep 09, 2024 3:27 pm
Posted in Personal Finance (Not Investing)
Replies: 16
by Streptococcus » Sun Sep 08, 2024 9:10 pm » in Personal Finance (Not Investing)

16 Replies

1208 Views

Last post by Streptococcus
Mon Sep 09, 2024 3:27 pm
Can someone make sense of this Tbill transaction?

Last post by JD7 « Mon Sep 09, 2024 3:26 pm
Posted in Personal Investments
Replies: 6
by givingup » Mon Sep 09, 2024 8:33 am » in Personal Investments

6 Replies

501 Views

Last post by JD7
Mon Sep 09, 2024 3:26 pm
Help with Finger Lakes itinerary Summer 2025

Last post by BoatyMcB « Mon Sep 09, 2024 3:26 pm
Posted in Personal Consumer Issues
Replies: 17
by BashDash » Mon Aug 26, 2024 1:37 pm » in Personal Consumer Issues

17 Replies

1941 Views

Last post by BoatyMcB
Mon Sep 09, 2024 3:26 pm
Closed End Funds Nuveen Safe?

Last post by typical.investor « Mon Sep 09, 2024 3:25 pm
Posted in Personal Investments
Replies: 16
by intluser » Tue Sep 03, 2019 7:47 pm » in Personal Investments

16 Replies

2224 Views

Last post by typical.investor
Mon Sep 09, 2024 3:25 pm
Retirement and ACA

Last post by NatureBoy « Mon Sep 09, 2024 3:25 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by dr350rex » Mon Sep 09, 2024 11:28 am » in Personal Finance (Not Investing)

10 Replies

579 Views

Last post by NatureBoy
Mon Sep 09, 2024 3:25 pm
Modified versions of HFEA with ITT and Futures / Lifecycle Investing with Modern Portfolio Theory

Last post by comeinvest « Mon Sep 09, 2024 3:24 pm
Posted in Investing - Theory, News & General
Replies: 3218
by skierincolorado » Fri Sep 03, 2021 10:27 pm » in Investing - Theory, News & General
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3218 Replies

742319 Views

Last post by comeinvest
Mon Sep 09, 2024 3:24 pm
Why not Puritan or Wellington?

Last post by BGeste « Mon Sep 09, 2024 3:24 pm
Posted in Personal Investments
Replies: 44
by Badgered » Wed Sep 04, 2024 9:22 am » in Personal Investments

44 Replies

3392 Views

Last post by BGeste
Mon Sep 09, 2024 3:24 pm
Help me understand ways to reduce or defer tax on ordinary dividends and interest for a high-income family

Last post by Stinky « Mon Sep 09, 2024 3:21 pm
Posted in Personal Finance (Not Investing)
Replies: 46
by john.richard2 » Mon Sep 02, 2024 3:24 pm » in Personal Finance (Not Investing)

46 Replies

5574 Views

Last post by Stinky
Mon Sep 09, 2024 3:21 pm
Money is no longer the problem…

Last post by cockersx3 « Mon Sep 09, 2024 3:20 pm
Posted in Personal Consumer Issues
Replies: 87
by Wannaretireearly » Tue Aug 27, 2024 8:41 am » in Personal Consumer Issues
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87 Replies

16875 Views

Last post by cockersx3
Mon Sep 09, 2024 3:20 pm
I am getting ready to buy a NY Life SPIA Annuity. Need some help/clarification.

Last post by Johm221122 « Mon Sep 09, 2024 3:19 pm
Posted in Personal Investments
Replies: 4
by jackie123 » Mon Sep 09, 2024 1:09 pm » in Personal Investments

4 Replies

315 Views

Last post by Johm221122
Mon Sep 09, 2024 3:19 pm
Upgrade to Windows 11 ?

Last post by neurosphere « Mon Sep 09, 2024 3:18 pm
Posted in Personal Consumer Issues
Replies: 39
by Rajsx » Sat Jul 20, 2024 7:25 pm » in Personal Consumer Issues

39 Replies

5196 Views

Last post by neurosphere
Mon Sep 09, 2024 3:18 pm
One Fund VBIAX vs. VTSAX + VBTLX

Last post by warner25 « Mon Sep 09, 2024 3:17 pm
Posted in Investing - Theory, News & General
Replies: 7
by EMPAEinstein » Mon Sep 09, 2024 3:35 am » in Investing - Theory, News & General

7 Replies

507 Views

Last post by warner25
Mon Sep 09, 2024 3:17 pm
HEDGEFUNDIE's excellent adventure Part II: The next journey

Last post by comeinvest « Mon Sep 09, 2024 3:17 pm
Posted in Investing - Theory, News & General
Replies: 14426
by HEDGEFUNDIE » Sun Aug 11, 2019 9:41 pm » in Investing - Theory, News & General
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14426 Replies

2111498 Views

Last post by comeinvest
Mon Sep 09, 2024 3:17 pm
Are NTSX & NTSI the Best "Lazy" Choices for ITT Bonds in Taxable

Last post by brightlightstonight « Mon Sep 09, 2024 3:13 pm
Posted in Investing - Theory, News & General
Replies: 70
by Chocolatebar » Mon Sep 02, 2024 8:38 am » in Investing - Theory, News & General
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70 Replies

4630 Views

Last post by brightlightstonight
Mon Sep 09, 2024 3:13 pm
Ocean City MD condo rental -VACASA?

Last post by BoatyMcB « Mon Sep 09, 2024 3:09 pm
Posted in Personal Consumer Issues
Replies: 16
by surfinagin » Sat Sep 07, 2024 2:21 pm » in Personal Consumer Issues

16 Replies

1197 Views

Last post by BoatyMcB
Mon Sep 09, 2024 3:09 pm
What Book Are You Currently Reading? Part VI

Last post by nisiprius « Mon Sep 09, 2024 3:09 pm
Posted in Personal Consumer Issues
Replies: 8094
by Alex Frakt » Mon Sep 22, 2014 11:14 am » in Personal Consumer Issues
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8094 Replies

1838942 Views

Last post by nisiprius
Mon Sep 09, 2024 3:09 pm
Robinhood Gold

Last post by calwatch « Mon Sep 09, 2024 3:08 pm
Posted in Personal Finance (Not Investing)
Replies: 15
by andyandyandy » Tue Aug 20, 2024 3:14 pm » in Personal Finance (Not Investing)

15 Replies

1739 Views

Last post by calwatch
Mon Sep 09, 2024 3:08 pm
Latest Roth conversion paper

Last post by kleiner « Mon Sep 09, 2024 3:07 pm
Posted in Investing - Theory, News & General
Replies: 92
by McQ » Wed Sep 04, 2024 10:59 pm » in Investing - Theory, News & General
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92 Replies

8577 Views

Last post by kleiner
Mon Sep 09, 2024 3:07 pm
What to invest so that no additional investment income is made by distributions

Last post by rob « Mon Sep 09, 2024 3:07 pm
Posted in Investing - Theory, News & General
Replies: 27
by frugalor » Sat Sep 07, 2024 12:19 pm » in Investing - Theory, News & General

27 Replies

1620 Views

Last post by rob
Mon Sep 09, 2024 3:07 pm
New Refrigerator recommendations

Last post by _nvrltthmknwyrnxtmv « Mon Sep 09, 2024 3:06 pm
Posted in Personal Consumer Issues
Replies: 21
by Rocky77 » Sun Sep 08, 2024 11:28 am » in Personal Consumer Issues

21 Replies

1344 Views

Last post by _nvrltthmknwyrnxtmv
Mon Sep 09, 2024 3:06 pm
Inheriting an IRA... what would you do with it?

Last post by BBurki « Mon Sep 09, 2024 2:59 pm
Posted in Personal Investments
Replies: 29
by LitProf2020 » Sat Sep 07, 2024 5:55 pm » in Personal Investments

29 Replies

1870 Views

Last post by BBurki
Mon Sep 09, 2024 2:59 pm
tax activity for ALL of MY accounts at Vanguard

Last post by SpideyIndexer « Mon Sep 09, 2024 2:58 pm
Posted in Personal Investments
Replies: 2
by SpideyIndexer » Mon Sep 09, 2024 2:11 pm » in Personal Investments

2 Replies

186 Views

Last post by SpideyIndexer
Mon Sep 09, 2024 2:58 pm
Pre-tax+Roth 401k and Rule of 55

Last post by KRP « Mon Sep 09, 2024 2:57 pm
Posted in Personal Investments
Replies: 2
by mulkeytown » Mon Sep 09, 2024 12:04 pm » in Personal Investments

2 Replies

175 Views

Last post by KRP
Mon Sep 09, 2024 2:57 pm
Is A Three Bucket Really A Two Bucket

Last post by Jeepergeo « Mon Sep 09, 2024 2:52 pm
Posted in Personal Investments
Replies: 11
by Front Toward Enemy » Mon Sep 09, 2024 10:04 am » in Personal Investments

11 Replies

804 Views

Last post by Jeepergeo
Mon Sep 09, 2024 2:52 pm
Should I name beneficiaries on accounts if I have a revocable trust?

Last post by bsteiner « Mon Sep 09, 2024 2:49 pm
Posted in Personal Finance (Not Investing)
Replies: 13
by protagonist » Mon Sep 09, 2024 10:25 am » in Personal Finance (Not Investing)

13 Replies

615 Views

Last post by bsteiner
Mon Sep 09, 2024 2:49 pm
marital trust - why is it the exemption amount ?

Last post by toddthebod « Mon Sep 09, 2024 2:49 pm
Posted in Personal Finance (Not Investing)
Replies: 32
by skeptical » Sat Sep 07, 2024 3:28 pm » in Personal Finance (Not Investing)

32 Replies

1732 Views

Last post by toddthebod
Mon Sep 09, 2024 2:49 pm
Gmail or Own Domain Name for Personal Emails?

Last post by livesoft « Mon Sep 09, 2024 2:42 pm
Posted in Personal Consumer Issues
Replies: 18
by orlandoman » Mon Sep 09, 2024 12:35 pm » in Personal Consumer Issues

18 Replies

661 Views

Last post by livesoft
Mon Sep 09, 2024 2:42 pm
Endless problems with Verizon Wireless, ATT better?

Last post by fabdog « Mon Sep 09, 2024 2:39 pm
Posted in Personal Consumer Issues
Replies: 3
by Fractalleaf » Mon Sep 09, 2024 11:06 am » in Personal Consumer Issues

3 Replies

357 Views

Last post by fabdog
Mon Sep 09, 2024 2:39 pm
Joint Tenants in Common

Last post by bsteiner « Mon Sep 09, 2024 2:25 pm
Posted in Personal Finance (Not Investing)
Replies: 11
by airahcaz » Mon Sep 09, 2024 11:06 am » in Personal Finance (Not Investing)

11 Replies

489 Views

Last post by bsteiner
Mon Sep 09, 2024 2:25 pm
BND vs FBND

Last post by sycamore « Mon Sep 09, 2024 2:23 pm
Posted in Personal Investments
Replies: 2
by lcarrollccc » Mon Sep 09, 2024 1:47 pm » in Personal Investments

2 Replies

199 Views

Last post by sycamore
Mon Sep 09, 2024 2:23 pm
investing [Where to invest 300k fixed-income]

Last post by Harmanic « Mon Sep 09, 2024 2:23 pm
Posted in Personal Investments
Replies: 2
by Lightning8976 » Mon Sep 09, 2024 1:58 pm » in Personal Investments

2 Replies

134 Views

Last post by Harmanic
Mon Sep 09, 2024 2:23 pm
All in? [100% into an all world etf?]

Last post by cp03525 « Mon Sep 09, 2024 2:23 pm
Posted in Non-US Investing
Replies: 15
by cp03525 » Sun Sep 08, 2024 12:32 pm » in Non-US Investing

15 Replies

998 Views

Last post by cp03525
Mon Sep 09, 2024 2:23 pm

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