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Roth conversion - SP500 or small cap

Last post by Fresh Air « Thu Jan 16, 2025 12:59 pm
Posted in Personal Investments
Replies: 9
by easyroc » Thu Jan 16, 2025 2:49 am » in Personal Investments

9 Replies

529 Views

Last post by Fresh Air
Thu Jan 16, 2025 12:59 pm
Is it safe to connect my Samsung TV to my Wi-Fi ?

Last post by Saving$ « Thu Jan 16, 2025 12:59 pm
Posted in Personal Consumer Issues
Replies: 7
by teelainen » Thu Jan 16, 2025 12:32 pm » in Personal Consumer Issues

7 Replies

178 Views

Last post by Saving$
Thu Jan 16, 2025 12:59 pm
One bank to rule them all

Last post by mchampse « Thu Jan 16, 2025 12:59 pm
Posted in Personal Finance (Not Investing)
Replies: 16
by mchampse » Wed Jan 15, 2025 12:22 am » in Personal Finance (Not Investing)

16 Replies

2254 Views

Last post by mchampse
Thu Jan 16, 2025 12:59 pm
Per Vanguard: Flip 60/40 portfolio to 40/60

Last post by secondopinion « Thu Jan 16, 2025 12:57 pm
Posted in Investing - Theory, News & General
Replies: 30
by Frank2012 » Mon Jan 13, 2025 9:37 am » in Investing - Theory, News & General

30 Replies

4337 Views

Last post by secondopinion
Thu Jan 16, 2025 12:57 pm
Investment Advice for my 75 y/o Mother

Last post by mchampse « Thu Jan 16, 2025 12:56 pm
Posted in Personal Investments
Replies: 7
by Gringacho » Wed Jan 15, 2025 4:21 pm » in Personal Investments

7 Replies

693 Views

Last post by mchampse
Thu Jan 16, 2025 12:56 pm
1099s as executor for deceased parents

Last post by almostretired1965 « Thu Jan 16, 2025 12:56 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by almostretired1965 » Thu Jan 16, 2025 10:56 am » in Personal Finance (Not Investing)

3 Replies

206 Views

Last post by almostretired1965
Thu Jan 16, 2025 12:56 pm
Portfolio review request - Finally above water!

Last post by PottedPlant « Thu Jan 16, 2025 12:55 pm
Posted in Personal Investments
Replies: 1
by SilverLining » Thu Jan 16, 2025 12:18 pm » in Personal Investments

1 Replies

104 Views

Last post by PottedPlant
Thu Jan 16, 2025 12:55 pm
Total Portfolio Allocation and Withdrawal (TPAW)

Last post by ConstantChrysalis « Thu Jan 16, 2025 12:55 pm
Posted in Investing - Theory, News & General
Replies: 1259
by Ben Mathew » Mon Nov 30, 2020 8:39 pm » in Investing - Theory, News & General
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1259 Replies

325779 Views

Last post by ConstantChrysalis
Thu Jan 16, 2025 12:55 pm
Handling the end of an independent contract

Last post by tenkuky « Thu Jan 16, 2025 12:55 pm
Posted in Personal Finance (Not Investing)
Replies: 32
by tenkuky » Fri Dec 27, 2024 10:14 am » in Personal Finance (Not Investing)

32 Replies

1648 Views

Last post by tenkuky
Thu Jan 16, 2025 12:55 pm
Help Reducing Spending

Last post by ScubaHogg « Thu Jan 16, 2025 12:54 pm
Posted in Personal Finance (Not Investing)
Replies: 44
by Atgard » Wed Jan 15, 2025 9:05 pm » in Personal Finance (Not Investing)

44 Replies

2377 Views

Last post by ScubaHogg
Thu Jan 16, 2025 12:54 pm
Alphaville LLC Issues New Research Report on Greenland

Last post by dcabler « Thu Jan 16, 2025 12:54 pm
Posted in Investing - Theory, News & General
Replies: 3
by DepressedJetsFan » Thu Jan 16, 2025 12:21 pm » in Investing - Theory, News & General

3 Replies

134 Views

Last post by dcabler
Thu Jan 16, 2025 12:54 pm
Tax Prep woes, please advise

Last post by neurosphere « Thu Jan 16, 2025 12:52 pm
Posted in Personal Finance (Not Investing)
Replies: 44
by huzen » Wed Jan 15, 2025 12:39 pm » in Personal Finance (Not Investing)

44 Replies

2987 Views

Last post by neurosphere
Thu Jan 16, 2025 12:52 pm
Changing financial advisor at Fidelity (or in general)

Last post by PottedPlant « Thu Jan 16, 2025 12:52 pm
Posted in Personal Investments
Replies: 14
by gunny » Wed Jan 15, 2025 10:08 pm » in Personal Investments

14 Replies

969 Views

Last post by PottedPlant
Thu Jan 16, 2025 12:52 pm
RMD: transfer in kind cost basis with spec ID weirdness

Last post by Fortitude « Thu Jan 16, 2025 12:51 pm
Posted in Personal Investments
Replies: 22
by ee_guy » Sun Mar 26, 2023 10:16 am » in Personal Investments

22 Replies

1248 Views

Last post by Fortitude
Thu Jan 16, 2025 12:51 pm
Big picture Roth planning

Last post by murrays « Thu Jan 16, 2025 12:51 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by mopman78 » Wed Jan 15, 2025 2:23 pm » in Personal Finance (Not Investing)

10 Replies

769 Views

Last post by murrays
Thu Jan 16, 2025 12:51 pm
Taxes and Exchanging 401k Investments During Retirement

Last post by WeakOldGuy « Thu Jan 16, 2025 12:50 pm
Posted in Personal Investments
Replies: 2
by Kibby » Thu Jan 16, 2025 8:17 am » in Personal Investments

2 Replies

137 Views

Last post by WeakOldGuy
Thu Jan 16, 2025 12:50 pm
Can you use a Authenticator (TOTP) app with Vanguard?

Last post by cupcakeswsprinkles « Thu Jan 16, 2025 12:50 pm
Posted in Personal Consumer Issues

by cupcakeswsprinkles » Thu Jan 16, 2025 12:50 pm » in Personal Consumer Issues

0 Replies

35 Views

Last post by cupcakeswsprinkles
Thu Jan 16, 2025 12:50 pm
Addicted to high returns - please help me (convince me) derisk!

Last post by Beensabu « Thu Jan 16, 2025 12:49 pm
Posted in Personal Finance (Not Investing)
Replies: 33
by Vulcan0 » Wed Jan 15, 2025 11:57 pm » in Personal Finance (Not Investing)

33 Replies

2233 Views

Last post by Beensabu
Thu Jan 16, 2025 12:49 pm
Capital One is at it again

Last post by runr « Thu Jan 16, 2025 12:47 pm
Posted in Personal Finance (Not Investing)
Replies: 403
by JD2775 » Wed Jun 17, 2020 10:21 pm » in Personal Finance (Not Investing)
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403 Replies

109161 Views

Last post by runr
Thu Jan 16, 2025 12:47 pm
Dividend Yield Effect on Monte Carlo Sim?

Last post by bonesly « Thu Jan 16, 2025 12:46 pm
Posted in Personal Investments
Replies: 4
by Chicagoprof » Wed Jan 15, 2025 1:22 pm » in Personal Investments

4 Replies

337 Views

Last post by bonesly
Thu Jan 16, 2025 12:46 pm
Why again do we rebalance?

Last post by KlangFool « Thu Jan 16, 2025 12:44 pm
Posted in Investing - Theory, News & General
Replies: 65
by MoneyIsTime » Wed Jan 15, 2025 2:20 pm » in Investing - Theory, News & General
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65 Replies

3561 Views

Last post by KlangFool
Thu Jan 16, 2025 12:44 pm
Why or why not 100% equities for an accumulator?

Last post by Morse Code « Thu Jan 16, 2025 12:43 pm
Posted in Investing - Theory, News & General
Replies: 50
by NoMoreNoise » Wed Jan 15, 2025 8:01 pm » in Investing - Theory, News & General
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2
50 Replies

2786 Views

Last post by Morse Code
Thu Jan 16, 2025 12:43 pm
International (Non-US) versus US Equities (The "Arguments")

Last post by watchnerd « Thu Jan 16, 2025 12:43 pm
Posted in Investing - Theory, News & General
Replies: 8520
by CraigTester » Sun Jul 23, 2023 3:43 pm » in Investing - Theory, News & General
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8520 Replies

1814377 Views

Last post by watchnerd
Thu Jan 16, 2025 12:43 pm
Paying AARP/UHC Medicare Supplement Premiums

Last post by Leesbro63 « Thu Jan 16, 2025 12:40 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by Leesbro63 » Thu Jan 16, 2025 8:12 am » in Personal Finance (Not Investing)

4 Replies

295 Views

Last post by Leesbro63
Thu Jan 16, 2025 12:40 pm
US Bank 4% Smartly Visa Credit Card

Last post by Leesbro63 « Thu Jan 16, 2025 12:38 pm
Posted in Personal Finance (Not Investing)
Replies: 1688
by Bosro » Thu Sep 05, 2024 3:35 pm » in Personal Finance (Not Investing)
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1688 Replies

141921 Views

Last post by Leesbro63
Thu Jan 16, 2025 12:38 pm
Best Friend wants to leave car at our place wo insurance

Last post by McNair « Thu Jan 16, 2025 12:35 pm
Posted in Personal Consumer Issues
Replies: 43
by McNair » Sun Sep 15, 2024 3:40 pm » in Personal Consumer Issues

43 Replies

3157 Views

Last post by McNair
Thu Jan 16, 2025 12:35 pm
IRS PIN for the taxation year 2024 [Available Again 1/6/2025]

Last post by Deontic « Thu Jan 16, 2025 12:35 pm
Posted in Personal Finance (Not Investing)
Replies: 45
by student » Mon Jan 06, 2025 6:48 am » in Personal Finance (Not Investing)

45 Replies

2528 Views

Last post by Deontic
Thu Jan 16, 2025 12:35 pm
Pairing Balanced Funds

Last post by GaryA505 « Thu Jan 16, 2025 12:34 pm
Posted in Personal Investments
Replies: 14
by Nadir » Wed Jan 08, 2025 1:12 pm » in Personal Investments

14 Replies

943 Views

Last post by GaryA505
Thu Jan 16, 2025 12:34 pm
Rollover Questions - What would you do?

Last post by OpenMinded1 « Thu Jan 16, 2025 12:24 pm
Posted in Personal Consumer Issues
Replies: 4
by OpenMinded1 » Thu Jan 16, 2025 10:11 am » in Personal Consumer Issues

4 Replies

234 Views

Last post by OpenMinded1
Thu Jan 16, 2025 12:24 pm
Buy 10-year TIPS at auction?

Last post by watchnerd « Thu Jan 16, 2025 12:21 pm
Posted in Personal Investments
Replies: 19
by jefmafnl » Thu Jan 16, 2025 3:37 am » in Personal Investments

19 Replies

1150 Views

Last post by watchnerd
Thu Jan 16, 2025 12:21 pm
Modified versions of HFEA with ITT and Futures / Lifecycle Investing with Modern Portfolio Theory

Last post by gamthe « Thu Jan 16, 2025 12:20 pm
Posted in Investing - Theory, News & General
Replies: 3376
by skierincolorado » Fri Sep 03, 2021 10:27 pm » in Investing - Theory, News & General
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3376 Replies

780653 Views

Last post by gamthe
Thu Jan 16, 2025 12:20 pm
IRA transfer from CU (traditional) to Vanguard (rollover) and medallion

Last post by piton « Thu Jan 16, 2025 12:17 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by piton » Wed Jan 01, 2025 4:04 pm » in Personal Finance (Not Investing)

7 Replies

511 Views

Last post by piton
Thu Jan 16, 2025 12:17 pm
Quality Tools

Last post by hunoraut « Thu Jan 16, 2025 12:14 pm
Posted in Personal Consumer Issues
Replies: 41
by rich126 » Mon Jan 13, 2025 6:25 pm » in Personal Consumer Issues

41 Replies

2411 Views

Last post by hunoraut
Thu Jan 16, 2025 12:14 pm
Becoming Florida Resident

Last post by PoppyA « Thu Jan 16, 2025 12:14 pm
Posted in Personal Consumer Issues
Replies: 49
by Mr. Potter » Thu Jan 16, 2025 5:50 am » in Personal Consumer Issues

49 Replies

1750 Views

Last post by PoppyA
Thu Jan 16, 2025 12:14 pm
Skiers - plan of action for first time skier

Last post by ETK517 « Thu Jan 16, 2025 12:13 pm
Posted in Personal Consumer Issues
Replies: 32
by YeahBuddy » Thu Jan 16, 2025 6:38 am » in Personal Consumer Issues

32 Replies

1046 Views

Last post by ETK517
Thu Jan 16, 2025 12:13 pm
Interactive Brokers / Globally Domiciled Funds suitable for U.K. expat

Last post by VoiceOfTheSoul « Thu Jan 16, 2025 12:13 pm
Posted in Non-US Investing
Replies: 18
by VoiceOfTheSoul » Fri Oct 25, 2024 1:24 pm » in Non-US Investing

18 Replies

2193 Views

Last post by VoiceOfTheSoul
Thu Jan 16, 2025 12:13 pm
Anyone hold floating rate notes?

Last post by anoop « Thu Jan 16, 2025 12:13 pm
Posted in Investing - Theory, News & General
Replies: 11
by blortchplop » Sun Sep 15, 2024 3:43 pm » in Investing - Theory, News & General

11 Replies

1097 Views

Last post by anoop
Thu Jan 16, 2025 12:13 pm
Thoughts on the site's new look? [In memory of Jack Bogle]

Last post by bogles the mind « Thu Jan 16, 2025 12:09 pm
Posted in Forum Issues and Administration
Replies: 4
by id0ntkn0wjack » Thu Jan 16, 2025 10:45 am » in Forum Issues and Administration

4 Replies

414 Views

Last post by bogles the mind
Thu Jan 16, 2025 12:09 pm
Excess Funds in Retirement - What to do?

Last post by WeakOldGuy « Thu Jan 16, 2025 12:09 pm
Posted in Personal Investments
Replies: 13
by NHBILLS5 » Wed Jan 15, 2025 2:35 pm » in Personal Investments

13 Replies

1699 Views

Last post by WeakOldGuy
Thu Jan 16, 2025 12:09 pm
Shiller PE now near 39 - 2nd highest ever

Last post by watchnerd « Thu Jan 16, 2025 12:08 pm
Posted in Investing - Theory, News & General
Replies: 1070
by RationalWalk » Wed Oct 02, 2024 5:01 pm » in Investing - Theory, News & General
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1070 Replies

89032 Views

Last post by watchnerd
Thu Jan 16, 2025 12:08 pm
Tributes to Jack Bogle

Last post by sycamore « Thu Jan 16, 2025 12:05 pm
Posted in Investing - Theory, News & General
Replies: 270
by J0721 » Thu Jan 17, 2019 8:00 am » in Investing - Theory, News & General
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270 Replies

47232 Views

Last post by sycamore
Thu Jan 16, 2025 12:05 pm
What are you listening to now

Last post by Nicolas « Thu Jan 16, 2025 12:02 pm
Posted in Personal Consumer Issues
Replies: 7902
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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7902 Replies

865248 Views

Last post by Nicolas
Thu Jan 16, 2025 12:02 pm
Taxable portfolio advice to be used for income

Last post by WeakOldGuy « Thu Jan 16, 2025 12:01 pm
Posted in Personal Investments
Replies: 10
by Semifire » Wed Jan 15, 2025 8:55 am » in Personal Investments

10 Replies

900 Views

Last post by WeakOldGuy
Thu Jan 16, 2025 12:01 pm
House w/ mortgage VS paid off house that burn down

Last post by stan1 « Thu Jan 16, 2025 12:00 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by A-Commoner » Wed Jan 15, 2025 9:16 pm » in Personal Finance (Not Investing)

8 Replies

1406 Views

Last post by stan1
Thu Jan 16, 2025 12:00 pm
Achieving Targte allocation - tIRA vs Roth

Last post by trueson1 « Thu Jan 16, 2025 11:57 am
Posted in Investing - Theory, News & General

by trueson1 » Thu Jan 16, 2025 11:57 am » in Investing - Theory, News & General

0 Replies

66 Views

Last post by trueson1
Thu Jan 16, 2025 11:57 am
Help with getting to a 3 fund portfolio

Last post by bonesly « Thu Jan 16, 2025 11:55 am
Posted in Personal Investments
Replies: 4
by jeljohns » Tue Jan 14, 2025 7:50 am » in Personal Investments

4 Replies

488 Views

Last post by bonesly
Thu Jan 16, 2025 11:55 am
Deceased's Social Security 1099

Last post by ObliviousInvestor « Thu Jan 16, 2025 11:53 am
Posted in Personal Finance (Not Investing)
Replies: 2
by Battleborn33 » Thu Jan 16, 2025 11:45 am » in Personal Finance (Not Investing)

2 Replies

158 Views

Last post by ObliviousInvestor
Thu Jan 16, 2025 11:53 am
Layoff expected - feeling ok about it!

Last post by warner25 « Thu Jan 16, 2025 11:51 am
Posted in Personal Finance (Not Investing)
Replies: 5
by Wannaretireearly » Thu Jan 16, 2025 8:30 am » in Personal Finance (Not Investing)

5 Replies

945 Views

Last post by warner25
Thu Jan 16, 2025 11:51 am
Question re Roth Conversion (not back door)

Last post by Chip Munk « Thu Jan 16, 2025 11:50 am
Posted in Personal Finance (Not Investing)
Replies: 6
by bikechuck » Wed Jan 15, 2025 10:04 am » in Personal Finance (Not Investing)

6 Replies

535 Views

Last post by Chip Munk
Thu Jan 16, 2025 11:50 am
New car- Mazda Cx 50 hybrid v Honda CR-V hybrid

Last post by fasteddie911 « Thu Jan 16, 2025 11:43 am
Posted in Personal Consumer Issues
Replies: 12
by Tavistock1 » Thu Jan 16, 2025 9:39 am » in Personal Consumer Issues

12 Replies

515 Views

Last post by fasteddie911
Thu Jan 16, 2025 11:43 am

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