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ROTH Conversion, pro-rata and aggregate rulr

Last post by kt2062 « Wed Jun 07, 2023 9:47 am
Posted in Investing - Theory, News & General

by kt2062 » Wed Jun 07, 2023 9:47 am » in Investing - Theory, News & General

0 Replies

5 Views

Last post by kt2062
Wed Jun 07, 2023 9:47 am
how to avoid paying massive taxes of sale of rental

Last post by Rex66 « Wed Jun 07, 2023 9:47 am
Posted in Personal Consumer Issues
Replies: 46
by riptide » Mon Feb 06, 2023 8:18 am » in Personal Consumer Issues

46 Replies

4144 Views

Last post by Rex66
Wed Jun 07, 2023 9:47 am
ETF equivalent to money market funds like SPAXX\VRMXX?

Last post by ronin561 « Wed Jun 07, 2023 9:45 am
Posted in Personal Investments
Replies: 10
by ronin561 » Wed Jun 07, 2023 4:06 am » in Personal Investments

10 Replies

502 Views

Last post by ronin561
Wed Jun 07, 2023 9:45 am
VUSXX taxable for state and local now

Last post by Danw « Wed Jun 07, 2023 9:45 am
Posted in Personal Investments
Replies: 200
by mktwizard » Fri Mar 10, 2023 6:54 pm » in Personal Investments
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200 Replies

24742 Views

Last post by Danw
Wed Jun 07, 2023 9:45 am
Honda Odyssey or Lexus NX or others?

Last post by jeffG « Wed Jun 07, 2023 9:45 am
Posted in Personal Consumer Issues
Replies: 15
by joelly » Tue Jun 06, 2023 3:52 pm » in Personal Consumer Issues

15 Replies

967 Views

Last post by jeffG
Wed Jun 07, 2023 9:45 am
In-Laws financial advisor charges 1.0% on AUM. Say something?

Last post by Glockenspiel « Wed Jun 07, 2023 9:44 am
Posted in Personal Investments
Replies: 107
by Glockenspiel » Tue Jun 06, 2023 9:01 am » in Personal Investments
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107 Replies

5772 Views

Last post by Glockenspiel
Wed Jun 07, 2023 9:44 am
How to use delta miles reward ticket(s) when traveling as a group

Last post by bberris « Wed Jun 07, 2023 9:43 am
Posted in Personal Consumer Issues
Replies: 4
by Yarlonkol12 » Wed Jun 07, 2023 8:40 am » in Personal Consumer Issues

4 Replies

136 Views

Last post by bberris
Wed Jun 07, 2023 9:43 am
Transporting a UPS on an airplane

Last post by gavinsiu « Wed Jun 07, 2023 9:43 am
Posted in Personal Consumer Issues
Replies: 43
by gavinsiu » Mon Jun 05, 2023 9:25 am » in Personal Consumer Issues

43 Replies

2454 Views

Last post by gavinsiu
Wed Jun 07, 2023 9:43 am
Heirs should or shouldn't pay off mortgage before selling house

Last post by stan1 « Wed Jun 07, 2023 9:40 am
Posted in Personal Finance (Not Investing)
Replies: 9
by stuper1 » Tue Jun 06, 2023 7:46 pm » in Personal Finance (Not Investing)

9 Replies

831 Views

Last post by stan1
Wed Jun 07, 2023 9:40 am
Which funds to buy in Roth IRA

Last post by schwank « Wed Jun 07, 2023 9:39 am
Posted in Personal Investments
Replies: 26
by ssn » Sun May 28, 2023 3:18 pm » in Personal Investments

26 Replies

2902 Views

Last post by schwank
Wed Jun 07, 2023 9:39 am
Baby on the way... Ideas for financial planning?

Last post by guanonics « Wed Jun 07, 2023 9:38 am
Posted in Personal Investments
Replies: 5
by vanuber » Wed Jun 07, 2023 8:53 am » in Personal Investments

5 Replies

226 Views

Last post by guanonics
Wed Jun 07, 2023 9:38 am
When to replace AC units?

Last post by phositadc « Wed Jun 07, 2023 9:38 am
Posted in Personal Consumer Issues
Replies: 19
by RXfiles » Sat Jun 03, 2023 9:32 am » in Personal Consumer Issues

19 Replies

1639 Views

Last post by phositadc
Wed Jun 07, 2023 9:38 am
Mega backdoor Roth servicer for small business 401k?

Last post by retiredjg « Wed Jun 07, 2023 9:36 am
Posted in Personal Finance (Not Investing)
Replies: 3
by ScaledWheel » Wed Jun 07, 2023 8:26 am » in Personal Finance (Not Investing)

3 Replies

123 Views

Last post by retiredjg
Wed Jun 07, 2023 9:36 am
Be careful of AI investing hype

Last post by rockstar « Wed Jun 07, 2023 9:34 am
Posted in Investing - Theory, News & General
Replies: 155
by nisiprius » Mon Jun 05, 2023 8:05 am » in Investing - Theory, News & General
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155 Replies

7095 Views

Last post by rockstar
Wed Jun 07, 2023 9:34 am
Anywhere to buy New Toyotas below MSRP?

Last post by zlandar « Wed Jun 07, 2023 9:33 am
Posted in Personal Consumer Issues
Replies: 6
by Parkinglotracer » Wed Jun 07, 2023 8:28 am » in Personal Consumer Issues

6 Replies

443 Views

Last post by zlandar
Wed Jun 07, 2023 9:33 am
Calculation for Funded Ratio

Last post by WoodSpinner « Wed Jun 07, 2023 9:32 am
Posted in Personal Finance (Not Investing)
Replies: 1
by CharlieEvans » Wed Jun 07, 2023 7:08 am » in Personal Finance (Not Investing)

1 Replies

124 Views

Last post by WoodSpinner
Wed Jun 07, 2023 9:32 am
Medicare Signup online at Age 65 Blazingly Fast to approval - 2 days

Last post by Hebell « Wed Jun 07, 2023 9:30 am
Posted in Personal Finance (Not Investing)
Replies: 7
by Hebell » Tue Jun 06, 2023 10:51 pm » in Personal Finance (Not Investing)

7 Replies

639 Views

Last post by Hebell
Wed Jun 07, 2023 9:30 am
Pension or Lump Sum Consideration

Last post by WoodSpinner « Wed Jun 07, 2023 9:28 am
Posted in Personal Finance (Not Investing)
Replies: 2
by Understudy » Wed Jun 07, 2023 7:30 am » in Personal Finance (Not Investing)

2 Replies

177 Views

Last post by WoodSpinner
Wed Jun 07, 2023 9:28 am
Max Beer on Vanguard

Last post by spencydub « Wed Jun 07, 2023 9:26 am
Posted in Investing - Theory, News & General
Replies: 26
by Gaston » Tue Jun 06, 2023 8:36 pm » in Investing - Theory, News & General

26 Replies

2202 Views

Last post by spencydub
Wed Jun 07, 2023 9:26 am
Should I appeal property tax?

Last post by exodusNH « Wed Jun 07, 2023 9:21 am
Posted in Personal Finance (Not Investing)
Replies: 19
by skierincolorado » Tue Jun 06, 2023 2:44 pm » in Personal Finance (Not Investing)

19 Replies

1603 Views

Last post by exodusNH
Wed Jun 07, 2023 9:21 am
AVUV - difficult to hold

Last post by e5116 « Wed Jun 07, 2023 9:20 am
Posted in Personal Investments
Replies: 179
by Yesterdaysnews » Fri Apr 21, 2023 1:06 pm » in Personal Investments
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179 Replies

13141 Views

Last post by e5116
Wed Jun 07, 2023 9:20 am
Financial Review for FI in 5-10 years

Last post by ChiKid24 « Wed Jun 07, 2023 9:15 am
Posted in Personal Investments
Replies: 22
by Jsdi7873hd » Sun Jun 04, 2023 10:00 am » in Personal Investments

22 Replies

2078 Views

Last post by ChiKid24
Wed Jun 07, 2023 9:15 am
VWENX underperforming

Last post by tibbitts « Wed Jun 07, 2023 9:13 am
Posted in Personal Investments
Replies: 21
by ODB » Tue Jun 06, 2023 11:46 am » in Personal Investments

21 Replies

1665 Views

Last post by tibbitts
Wed Jun 07, 2023 9:13 am
Need help on TIAA and Cref

Last post by ResearchMed « Wed Jun 07, 2023 9:13 am
Posted in Personal Finance (Not Investing)
Replies: 4
by Bennie » Tue Jun 06, 2023 10:55 pm » in Personal Finance (Not Investing)

4 Replies

555 Views

Last post by ResearchMed
Wed Jun 07, 2023 9:13 am
Best cities with lots of outdoor/hiking activities and good year round weather

Last post by phositadc « Wed Jun 07, 2023 9:12 am
Posted in Personal Consumer Issues
Replies: 242
by fitawrari » Tue May 16, 2023 10:34 am » in Personal Consumer Issues
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242 Replies

20403 Views

Last post by phositadc
Wed Jun 07, 2023 9:12 am
Air quality issues

Last post by rockstar « Wed Jun 07, 2023 9:12 am
Posted in Personal Consumer Issues
Replies: 7
by student » Wed Jun 07, 2023 8:22 am » in Personal Consumer Issues

7 Replies

380 Views

Last post by rockstar
Wed Jun 07, 2023 9:12 am
When to exercise options (NSO)

Last post by ryman554 « Wed Jun 07, 2023 9:10 am
Posted in Personal Finance (Not Investing)
Replies: 7
by manlymatt83 » Tue Jun 06, 2023 12:19 pm » in Personal Finance (Not Investing)

7 Replies

399 Views

Last post by ryman554
Wed Jun 07, 2023 9:10 am
UPDATE: High-level early retirement plan - What do y'all think?

Last post by HomerJ « Wed Jun 07, 2023 9:10 am
Posted in Personal Investments
Replies: 9
by Grifin » Mon Jun 05, 2023 7:38 pm » in Personal Investments

9 Replies

1747 Views

Last post by HomerJ
Wed Jun 07, 2023 9:10 am
Unusual Requirement for Maturing Certificate of Deposit at Chase

Last post by Jimbo Moneybags « Wed Jun 07, 2023 9:09 am
Posted in Personal Finance (Not Investing)
Replies: 17
by carmine72 » Fri Jun 02, 2023 4:16 pm » in Personal Finance (Not Investing)

17 Replies

2003 Views

Last post by Jimbo Moneybags
Wed Jun 07, 2023 9:09 am
Form 1116 [Foreign Tax Credit] new requirement to itemize by country?

Last post by stan1 « Wed Jun 07, 2023 9:07 am
Posted in Personal Finance (Not Investing)
Replies: 5
by bcn17 » Wed Jun 07, 2023 8:11 am » in Personal Finance (Not Investing)

5 Replies

198 Views

Last post by stan1
Wed Jun 07, 2023 9:07 am
RMD and QCD on Vanguard web site

Last post by Raybo « Wed Jun 07, 2023 9:02 am
Posted in Personal Investments
Replies: 19
by tc101 » Fri May 19, 2023 10:05 am » in Personal Investments

19 Replies

1319 Views

Last post by Raybo
Wed Jun 07, 2023 9:02 am
Mgmt fees & distributions: Bond Funds v. Equity Funds

Last post by troysapp « Wed Jun 07, 2023 8:58 am
Posted in Investing - Theory, News & General
Replies: 8
by troysapp » Fri Jan 04, 2013 3:26 pm » in Investing - Theory, News & General

8 Replies

1198 Views

Last post by troysapp
Wed Jun 07, 2023 8:58 am
Career advice

Last post by Minderbinder « Wed Jun 07, 2023 8:58 am
Posted in Personal Finance (Not Investing)
Replies: 6
by newparentNYC » Tue Jun 06, 2023 6:50 pm » in Personal Finance (Not Investing)

6 Replies

801 Views

Last post by Minderbinder
Wed Jun 07, 2023 8:58 am
Was moving from a no income tax state to an income tax state really that bad?

Last post by Jags4186 « Wed Jun 07, 2023 8:55 am
Posted in Personal Finance (Not Investing)
Replies: 218
by MikeZ » Thu Dec 15, 2022 12:22 pm » in Personal Finance (Not Investing)
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218 Replies

20516 Views

Last post by Jags4186
Wed Jun 07, 2023 8:55 am
Vanguard: 'limited Agent Authorization' VS POA?

Last post by clip651 « Wed Jun 07, 2023 8:54 am
Posted in Personal Finance (Not Investing)
Replies: 3
by PGR » Tue Jun 06, 2023 1:16 pm » in Personal Finance (Not Investing)

3 Replies

294 Views

Last post by clip651
Wed Jun 07, 2023 8:54 am
Better mortality tables?

Last post by ryman554 « Wed Jun 07, 2023 8:54 am
Posted in Investing - Theory, News & General
Replies: 21
by psteinx » Mon Jun 05, 2023 5:49 pm » in Investing - Theory, News & General

21 Replies

1650 Views

Last post by ryman554
Wed Jun 07, 2023 8:54 am
New fee for Vanguard mutual accounts [June 2023 update]

Last post by HueyLD « Wed Jun 07, 2023 8:51 am
Posted in Investing - Theory, News & General
Replies: 1525
by Iorek » Mon Aug 08, 2022 11:25 am » in Investing - Theory, News & General
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1525 Replies

127745 Views

Last post by HueyLD
Wed Jun 07, 2023 8:51 am
Fidelity CD ladder/Auto-roll

Last post by spectec « Wed Jun 07, 2023 8:51 am
Posted in Personal Investments
Replies: 5
by Mr. Potter » Sat May 07, 2022 3:51 pm » in Personal Investments

5 Replies

1367 Views

Last post by spectec
Wed Jun 07, 2023 8:51 am
Potential loss of gain risk from transferring from 401k to IRA/TSP

Last post by highspeedz « Wed Jun 07, 2023 8:48 am
Posted in Personal Investments
Replies: 3
by highspeedz » Tue Jun 06, 2023 8:55 am » in Personal Investments

3 Replies

290 Views

Last post by highspeedz
Wed Jun 07, 2023 8:48 am
Excel circular reference computing Roth conversions

Last post by privateID « Wed Jun 07, 2023 8:47 am
Posted in Personal Finance (Not Investing)
Replies: 12
by privateID » Thu Jun 01, 2023 3:32 pm » in Personal Finance (Not Investing)

12 Replies

1094 Views

Last post by privateID
Wed Jun 07, 2023 8:47 am
Taxation for US Expat with US Brokerage Account [UK]

Last post by tubaleiter « Wed Jun 07, 2023 8:46 am
Posted in Non-US Investing
Replies: 2
by jlin5005 » Wed Jun 07, 2023 7:34 am » in Non-US Investing

2 Replies

108 Views

Last post by tubaleiter
Wed Jun 07, 2023 8:46 am
Do Treasury Bills (or something else) make sense for me?

Last post by dbr « Wed Jun 07, 2023 8:41 am
Posted in Personal Investments
Replies: 9
by Bob Sacamano » Wed May 31, 2023 5:50 pm » in Personal Investments

9 Replies

1347 Views

Last post by dbr
Wed Jun 07, 2023 8:41 am
Possible to get an HO-5 policy without an expensive house?

Last post by daektr « Wed Jun 07, 2023 8:40 am
Posted in Personal Finance (Not Investing)
Replies: 1
by hachiko » Wed Jun 07, 2023 8:12 am » in Personal Finance (Not Investing)

1 Replies

141 Views

Last post by daektr
Wed Jun 07, 2023 8:40 am
June 6, 1944 D Day and General Patton [D-Day plus 11 days, a war article by Ernie Pyle]

Last post by jerryk68 « Wed Jun 07, 2023 8:36 am
Posted in US Chapters
Replies: 49
by Sheepdog » Tue Jun 04, 2019 3:14 pm » in US Chapters

49 Replies

6290 Views

Last post by jerryk68
Wed Jun 07, 2023 8:36 am
TSP share prices for Quicken

Last post by scoothome « Wed Jun 07, 2023 8:36 am
Posted in Investing - Theory, News & General
Replies: 148
by Simbilis » Sun Jan 06, 2013 11:43 am » in Investing - Theory, News & General
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148 Replies

33435 Views

Last post by scoothome
Wed Jun 07, 2023 8:36 am
Last Week Tonight on timeshares

Last post by smitcat « Wed Jun 07, 2023 8:32 am
Posted in Personal Consumer Issues
Replies: 116
by themesrob » Tue Mar 21, 2023 9:27 am » in Personal Consumer Issues
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116 Replies

12972 Views

Last post by smitcat
Wed Jun 07, 2023 8:32 am
Which professional in what order? (CFP, Accountant, Tax Attorney, Estate Planner, etc)

Last post by jodhpur « Wed Jun 07, 2023 8:30 am
Posted in Personal Finance (Not Investing)
Replies: 3
by WoodSprite » Tue Jun 06, 2023 2:05 pm » in Personal Finance (Not Investing)

3 Replies

410 Views

Last post by jodhpur
Wed Jun 07, 2023 8:30 am
Social Security planning

Last post by Jack FFR1846 « Wed Jun 07, 2023 8:28 am
Posted in Personal Finance (Not Investing)
Replies: 20
by dms1170 » Sat Jun 03, 2023 7:38 pm » in Personal Finance (Not Investing)

20 Replies

1802 Views

Last post by Jack FFR1846
Wed Jun 07, 2023 8:28 am
What taxes do capital gains from primary residence affect?

Last post by Artsdoctor « Wed Jun 07, 2023 8:27 am
Posted in Personal Finance (Not Investing)
Replies: 5
by Stuckinmn » Tue Jun 06, 2023 9:21 pm » in Personal Finance (Not Investing)

5 Replies

503 Views

Last post by Artsdoctor
Wed Jun 07, 2023 8:27 am
Young Couple - Advice for First-time Home Buyers

Last post by ArchibaldGraham « Wed Jun 07, 2023 8:26 am
Posted in Personal Finance (Not Investing)
Replies: 11
by noisyearth » Mon Jun 05, 2023 4:57 am » in Personal Finance (Not Investing)

11 Replies

1195 Views

Last post by ArchibaldGraham
Wed Jun 07, 2023 8:26 am

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