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brokerage Tax efficiency

Last post by Fractured « Sun Oct 01, 2023 8:22 pm
Posted in Personal Investments
Replies: 3
by The Falcon 33 » Sun Oct 01, 2023 6:46 pm » in Personal Investments

3 Replies

169 Views

Last post by Fractured
Sun Oct 01, 2023 8:22 pm
Does the salary I report to credit card companies matter?

Last post by sailaway « Sun Oct 01, 2023 8:22 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by Grogs » Sun Oct 01, 2023 8:14 pm » in Personal Finance (Not Investing)

2 Replies

161 Views

Last post by sailaway
Sun Oct 01, 2023 8:22 pm
Help poke holes? Roger Ibbotson recommends a Fixed Index Annuity as a partial bond alternative.

Last post by Rex66 « Sun Oct 01, 2023 8:18 pm
Posted in Investing - Theory, News & General
Replies: 38
by Edward Joseph » Tue Apr 24, 2018 8:40 pm » in Investing - Theory, News & General

38 Replies

4415 Views

Last post by Rex66
Sun Oct 01, 2023 8:18 pm
CD Rates and Sources

Last post by Dufus « Sun Oct 01, 2023 8:17 pm
Posted in Personal Investments
Replies: 13
by pfb3326 » Sat Sep 30, 2023 6:24 pm » in Personal Investments

13 Replies

1329 Views

Last post by Dufus
Sun Oct 01, 2023 8:17 pm
[What TV Show Have You Recently Watched?]

Last post by Dottie57 « Sun Oct 01, 2023 8:08 pm
Posted in Personal Consumer Issues
Replies: 5350
by dbCooperAir » Tue Jan 05, 2016 8:32 pm » in Personal Consumer Issues
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5350 Replies

538494 Views

Last post by Dottie57
Sun Oct 01, 2023 8:08 pm
Taxi,Uber or Careem in Dubai and Istanbul?

Last post by WinstonTeracina « Sun Oct 01, 2023 8:05 pm
Posted in Personal Consumer Issues
Replies: 4
by hoops777 » Sun Oct 01, 2023 6:05 pm » in Personal Consumer Issues

4 Replies

314 Views

Last post by WinstonTeracina
Sun Oct 01, 2023 8:05 pm
The Final, Definitive Thread on Brokerage Transfer Bonuses

Last post by michaeljc70 « Sun Oct 01, 2023 8:05 pm
Posted in Investing - Theory, News & General
Replies: 6422
by Earl Lemongrab » Fri Aug 05, 2016 8:07 pm » in Investing - Theory, News & General
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6422 Replies

902770 Views

Last post by michaeljc70
Sun Oct 01, 2023 8:05 pm
What asset approximates your concept of risk-free?

Last post by WhitePuma « Sun Oct 01, 2023 8:05 pm
Posted in Investing - Theory, News & General
Replies: 19
by alluringreality » Sun Oct 01, 2023 9:12 am » in Investing - Theory, News & General

19 Replies

1256 Views

Last post by WhitePuma
Sun Oct 01, 2023 8:05 pm
Fidelity as a one stop shop

Last post by SteveInNJ « Sun Oct 01, 2023 8:03 pm
Posted in Personal Finance (Not Investing)
Replies: 5128
by BogleMelon » Sat Dec 15, 2018 8:33 pm » in Personal Finance (Not Investing)
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5128 Replies

714812 Views

Last post by SteveInNJ
Sun Oct 01, 2023 8:03 pm
Does a Bond Fund Yield Equal Its Perpetual Withdrawal Rate?

Last post by skeptical « Sun Oct 01, 2023 8:00 pm
Posted in Investing - Theory, News & General
Replies: 5
by Random Poster » Sun Oct 01, 2023 7:08 pm » in Investing - Theory, News & General

5 Replies

320 Views

Last post by skeptical
Sun Oct 01, 2023 8:00 pm
Long Term Care Insurance - When to purchase?

Last post by Jazztonight « Sun Oct 01, 2023 7:59 pm
Posted in Personal Finance (Not Investing)
Replies: 28
by bmelikia » Thu Sep 28, 2023 11:16 am » in Personal Finance (Not Investing)

28 Replies

2179 Views

Last post by Jazztonight
Sun Oct 01, 2023 7:59 pm
I Bond cash out timing, just checking my math

Last post by abc132 « Sun Oct 01, 2023 7:53 pm
Posted in Personal Investments
Replies: 19
by aaaaaa111111 » Sun Oct 01, 2023 7:46 am » in Personal Investments

19 Replies

1581 Views

Last post by abc132
Sun Oct 01, 2023 7:53 pm
A Question about a Thrivent Annuity

Last post by A Trivial Subgroup « Sun Oct 01, 2023 7:51 pm
Posted in Personal Finance (Not Investing)

by A Trivial Subgroup » Sun Oct 01, 2023 7:51 pm » in Personal Finance (Not Investing)

0 Replies

9 Views

Last post by A Trivial Subgroup
Sun Oct 01, 2023 7:51 pm
Fidelity Brokerage-link worth it for diversification?

Last post by Longdog « Sun Oct 01, 2023 7:47 pm
Posted in Personal Investments
Replies: 9
by rayne » Sun Oct 01, 2023 1:27 pm » in Personal Investments

9 Replies

608 Views

Last post by Longdog
Sun Oct 01, 2023 7:47 pm
What Movie Have You Recently Watched?

Last post by scguy613 « Sun Oct 01, 2023 7:42 pm
Posted in Personal Consumer Issues
Replies: 10360
by abuss368 » Sat Aug 30, 2014 3:35 pm » in Personal Consumer Issues
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10360 Replies

1872386 Views

Last post by scguy613
Sun Oct 01, 2023 7:42 pm
Big News For Those On FEHB BCBS And Other Plans

Last post by tallguy3891 « Sun Oct 01, 2023 7:41 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by tallguy3891 » Sun Oct 01, 2023 2:18 pm » in Personal Finance (Not Investing)

6 Replies

744 Views

Last post by tallguy3891
Sun Oct 01, 2023 7:41 pm
Money Market Optimizer Spreadsheet - Releases, Bugs, etc.

Last post by retiringwhen « Sun Oct 01, 2023 7:39 pm
Posted in Investing - Theory, News & General
Replies: 280
by retiringwhen » Tue Apr 04, 2023 9:17 am » in Investing - Theory, News & General
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280 Replies

45218 Views

Last post by retiringwhen
Sun Oct 01, 2023 7:39 pm
If you could only listen to one podcast...

Last post by Gadget « Sun Oct 01, 2023 7:38 pm
Posted in Personal Consumer Issues
Replies: 162
by buckeye7983 » Sun Jan 19, 2020 12:33 pm » in Personal Consumer Issues
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162 Replies

18302 Views

Last post by Gadget
Sun Oct 01, 2023 7:38 pm
With rising yields, owning a home looks less attractive

Last post by Northern Flicker « Sun Oct 01, 2023 7:37 pm
Posted in Investing - Theory, News & General
Replies: 120
by tcrez » Thu Sep 28, 2023 11:43 am » in Investing - Theory, News & General
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120 Replies

7495 Views

Last post by Northern Flicker
Sun Oct 01, 2023 7:37 pm
How are you self-insuring for long-term care?

Last post by Grogs « Sun Oct 01, 2023 7:34 pm
Posted in Personal Finance (Not Investing)
Replies: 144
by RationalWalk » Wed Sep 20, 2023 5:07 pm » in Personal Finance (Not Investing)
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144 Replies

15062 Views

Last post by Grogs
Sun Oct 01, 2023 7:34 pm
Swedroe (9/27/23 Morningstar): “It’s Too Soon to Say the Value Premium Is Dead”

Last post by David Jay « Sun Oct 01, 2023 7:32 pm
Posted in Investing - Theory, News & General
Replies: 47
by apex84 » Fri Sep 29, 2023 6:04 am » in Investing - Theory, News & General

47 Replies

3591 Views

Last post by David Jay
Sun Oct 01, 2023 7:32 pm
Eggs

Last post by JS-Elcano « Sun Oct 01, 2023 7:31 pm
Posted in Personal Consumer Issues
Replies: 136
by Beensabu » Mon Sep 25, 2023 9:02 pm » in Personal Consumer Issues
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136 Replies

11656 Views

Last post by JS-Elcano
Sun Oct 01, 2023 7:31 pm
Now that long TIPS have surged past 2.25% I will…

Last post by Rowan Oak « Sun Oct 01, 2023 7:30 pm
Posted in Investing - Theory, News & General
Replies: 1427
by McQ » Sun Sep 18, 2022 11:08 pm » in Investing - Theory, News & General
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1427 Replies

164350 Views

Last post by Rowan Oak
Sun Oct 01, 2023 7:30 pm
Best Online Classifieds Site

Last post by ktdintex « Sun Oct 01, 2023 7:30 pm
Posted in Personal Consumer Issues
Replies: 17
by LaramieWind » Sun Oct 01, 2023 11:42 am » in Personal Consumer Issues

17 Replies

860 Views

Last post by ktdintex
Sun Oct 01, 2023 7:30 pm
4 runner or Outback or Passport: help me decide new car

Last post by livesoft « Sun Oct 01, 2023 7:30 pm
Posted in Personal Consumer Issues
Replies: 62
by frugaltigris » Sat Sep 30, 2023 7:21 am » in Personal Consumer Issues
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62 Replies

3457 Views

Last post by livesoft
Sun Oct 01, 2023 7:30 pm
Dividend Fund Provides More Income Than Bond Fund

Last post by HeavyChevy « Sun Oct 01, 2023 7:27 pm
Posted in Investing - Theory, News & General
Replies: 84
by JazzTime » Fri Sep 29, 2023 1:26 pm » in Investing - Theory, News & General
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84 Replies

5536 Views

Last post by HeavyChevy
Sun Oct 01, 2023 7:27 pm
Please help me shop for curtains

Last post by Dottie57 « Sun Oct 01, 2023 7:24 pm
Posted in Personal Consumer Issues
Replies: 22
by tooluser » Fri Sep 29, 2023 5:10 pm » in Personal Consumer Issues

22 Replies

1488 Views

Last post by Dottie57
Sun Oct 01, 2023 7:24 pm
How does Social Security income affect Medicaid qualification

Last post by Silk McCue « Sun Oct 01, 2023 7:23 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by cnc449 » Sun Oct 01, 2023 6:26 pm » in Personal Finance (Not Investing)

4 Replies

324 Views

Last post by Silk McCue
Sun Oct 01, 2023 7:23 pm
Sweep Fund at JP Morgan Self Directed?

Last post by Dead Man Walking « Sun Oct 01, 2023 7:14 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by MtnTravel » Sat Sep 30, 2023 8:05 am » in Personal Finance (Not Investing)

1 Replies

291 Views

Last post by Dead Man Walking
Sun Oct 01, 2023 7:14 pm
Making local calls in Dubai while on vacation

Last post by pizzy « Sun Oct 01, 2023 7:11 pm
Posted in Personal Consumer Issues
Replies: 1
by hoops777 » Sun Oct 01, 2023 6:01 pm » in Personal Consumer Issues

1 Replies

193 Views

Last post by pizzy
Sun Oct 01, 2023 7:11 pm
Medicare Part D Choices for 2024 available

Last post by cashmoney « Sun Oct 01, 2023 7:07 pm
Posted in Personal Consumer Issues
Replies: 35
by EagertoLearnMore » Fri Sep 29, 2023 11:37 am » in Personal Consumer Issues

35 Replies

2939 Views

Last post by cashmoney
Sun Oct 01, 2023 7:07 pm
So, DFA ETFs are No Longer Restricted to Advisor-Advised Investors?

Last post by nisiprius « Sun Oct 01, 2023 7:02 pm
Posted in Investing - Theory, News & General
Replies: 8
by Small Law Survivor » Sun Oct 01, 2023 8:30 am » in Investing - Theory, News & General

8 Replies

672 Views

Last post by nisiprius
Sun Oct 01, 2023 7:02 pm
the last "double" prior to retirement

Last post by Stormbringer « Sun Oct 01, 2023 6:57 pm
Posted in Investing - Theory, News & General
Replies: 14
by sambb » Sun Oct 01, 2023 3:48 pm » in Investing - Theory, News & General

14 Replies

1373 Views

Last post by Stormbringer
Sun Oct 01, 2023 6:57 pm
REIT's & Dividends

Last post by Sandman11154 « Sun Oct 01, 2023 6:57 pm
Posted in Personal Investments
Replies: 8
by Sandman11154 » Mon Sep 25, 2023 7:30 pm » in Personal Investments

8 Replies

1195 Views

Last post by Sandman11154
Sun Oct 01, 2023 6:57 pm
Should you get a local CPA when you move?

Last post by Artsdoctor « Sun Oct 01, 2023 6:57 pm
Posted in Personal Finance (Not Investing)
Replies: 12
by traveling_salesman » Sat Sep 30, 2023 1:13 pm » in Personal Finance (Not Investing)

12 Replies

772 Views

Last post by Artsdoctor
Sun Oct 01, 2023 6:57 pm
Cash sources during travel

Last post by Luckywon « Sun Oct 01, 2023 6:56 pm
Posted in Personal Finance (Not Investing)
Replies: 43
by stocknoob4111 » Sun Jul 16, 2023 11:47 am » in Personal Finance (Not Investing)

43 Replies

3545 Views

Last post by Luckywon
Sun Oct 01, 2023 6:56 pm
What delayed gratification choices have you made lately?

Last post by pizzy « Sun Oct 01, 2023 6:55 pm
Posted in Personal Finance (Not Investing)
Replies: 119
by Impulsebuyking » Sun Sep 24, 2023 1:35 pm » in Personal Finance (Not Investing)
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119 Replies

10008 Views

Last post by pizzy
Sun Oct 01, 2023 6:55 pm
Debating quitting with no new job lined up - possible FIRE?

Last post by AtlantaP « Sun Oct 01, 2023 6:49 pm
Posted in Personal Finance (Not Investing)
Replies: 31
by AtlantaP » Sat Sep 30, 2023 1:43 pm » in Personal Finance (Not Investing)

31 Replies

3061 Views

Last post by AtlantaP
Sun Oct 01, 2023 6:49 pm
Safe IRMAA Estimate 2023 for 2025

Last post by Artsdoctor « Sun Oct 01, 2023 6:45 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by dcop » Thu Sep 28, 2023 3:06 pm » in Personal Finance (Not Investing)

14 Replies

2068 Views

Last post by Artsdoctor
Sun Oct 01, 2023 6:45 pm
What frugal thing did you do today?

Last post by pizzy « Sun Oct 01, 2023 6:43 pm
Posted in Personal Consumer Issues
Replies: 3544
by Nectarineman » Sun Dec 24, 2017 11:05 am » in Personal Consumer Issues
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3544 Replies

420968 Views

Last post by pizzy
Sun Oct 01, 2023 6:43 pm
Sell IBonds with untaxed gains to buy TIPs in taxable account?

Last post by dcabler « Sun Oct 01, 2023 6:43 pm
Posted in Investing - Theory, News & General
Replies: 6
by gasman » Sun Oct 01, 2023 1:34 pm » in Investing - Theory, News & General

6 Replies

559 Views

Last post by dcabler
Sun Oct 01, 2023 6:43 pm
Are we seat warmers? [Change from public to private sector employer]

Last post by Invictus002 « Sun Oct 01, 2023 6:41 pm
Posted in Personal Finance (Not Investing)
Replies: 67
by Invictus002 » Sat Sep 30, 2023 4:37 pm » in Personal Finance (Not Investing)
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67 Replies

5542 Views

Last post by Invictus002
Sun Oct 01, 2023 6:41 pm
When should I convert to Roth, if at all?

Last post by FiveK « Sun Oct 01, 2023 6:40 pm
Posted in Personal Investments
Replies: 21
by MoreTaxes » Sat Sep 30, 2023 3:11 pm » in Personal Investments

21 Replies

2113 Views

Last post by FiveK
Sun Oct 01, 2023 6:40 pm
I have 500k to invest but keep procrastinating

Last post by BradleyB « Sun Oct 01, 2023 6:38 pm
Posted in Personal Investments
Replies: 257
by Reuben1980 » Wed Aug 03, 2022 2:37 am » in Personal Investments
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257 Replies

39352 Views

Last post by BradleyB
Sun Oct 01, 2023 6:38 pm
Sell Taxable Investments for Car Loan?

Last post by rsundaraz « Sun Oct 01, 2023 6:33 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by rsundaraz » Sun Oct 01, 2023 3:06 pm » in Personal Finance (Not Investing)

5 Replies

401 Views

Last post by rsundaraz
Sun Oct 01, 2023 6:33 pm
Pre-emptive replacement of ceiling CFLs

Last post by Sandtrap « Sun Oct 01, 2023 6:27 pm
Posted in Personal Consumer Issues
Replies: 8
by 123 » Sun Oct 01, 2023 12:38 pm » in Personal Consumer Issues

8 Replies

645 Views

Last post by Sandtrap
Sun Oct 01, 2023 6:27 pm
Need help with replacing noisy AC unit in new house.

Last post by Lalamimi « Sun Oct 01, 2023 6:27 pm
Posted in Personal Consumer Issues
Replies: 18
by Gort » Sat Sep 30, 2023 8:00 pm » in Personal Consumer Issues

18 Replies

1135 Views

Last post by Lalamimi
Sun Oct 01, 2023 6:27 pm
Is Your Continuing Care Retirement Community Deposit Safe?

Last post by ResearchMed « Sun Oct 01, 2023 6:24 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by Cruise » Sun Oct 01, 2023 6:06 pm » in Personal Finance (Not Investing)

1 Replies

226 Views

Last post by ResearchMed
Sun Oct 01, 2023 6:24 pm
Portfolio Help for rookie

Last post by Mikosan « Sun Oct 01, 2023 6:12 pm
Posted in Personal Investments
Replies: 6
by MNrookie » Sun Oct 01, 2023 11:48 am » in Personal Investments

6 Replies

352 Views

Last post by Mikosan
Sun Oct 01, 2023 6:12 pm
What’s So Bad About Cash (v. Buying a Bond Fund)?

Last post by LadyGeek « Sun Oct 01, 2023 6:11 pm
Posted in Investing - Theory, News & General
Replies: 122
by Random Poster » Sat Sep 30, 2023 10:13 am » in Investing - Theory, News & General
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122 Replies

6323 Views

Last post by LadyGeek
Sun Oct 01, 2023 6:11 pm

Search found 667 matches

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