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[Split from "Fidelity as a one stop shop" thread - locked or restricted Fidelity account issues]

Last post by SpaethCo « Thu Oct 03, 2024 5:21 pm
Posted in Personal Finance (Not Investing)
Replies: 549
by ez_mode » Sun Sep 15, 2024 4:49 pm » in Personal Finance (Not Investing)
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549 Replies

29015 Views

Last post by SpaethCo
Thu Oct 03, 2024 5:21 pm
S&P 500 overvalued??

Last post by arcticpineapplecorp. « Thu Oct 03, 2024 5:21 pm
Posted in Personal Investments
Replies: 7
by steadygrowth4ever » Thu Oct 03, 2024 4:31 pm » in Personal Investments

7 Replies

292 Views

Last post by arcticpineapplecorp.
Thu Oct 03, 2024 5:21 pm
Justifying Tesla Purchase

Last post by RickBoglehead « Thu Oct 03, 2024 5:21 pm
Posted in Personal Consumer Issues
Replies: 89
by CLKGTR » Sat Sep 28, 2024 1:49 pm » in Personal Consumer Issues
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89 Replies

5273 Views

Last post by RickBoglehead
Thu Oct 03, 2024 5:21 pm
real estate values in Asheville

Last post by j.click « Thu Oct 03, 2024 5:18 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by RevFran » Thu Oct 03, 2024 1:09 pm » in Personal Finance (Not Investing)

14 Replies

1181 Views

Last post by j.click
Thu Oct 03, 2024 5:18 pm
Out of market during rollover - how to compensate?

Last post by tibbitts « Thu Oct 03, 2024 5:17 pm
Posted in Personal Investments
Replies: 39
by BRode » Thu Feb 02, 2023 5:35 am » in Personal Investments

39 Replies

3088 Views

Last post by tibbitts
Thu Oct 03, 2024 5:17 pm
RMDs-sell Tbills in IRA or transfer in kind to brokerage acct

Last post by HarborGal « Thu Oct 03, 2024 5:16 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by HarborGal » Thu Oct 03, 2024 1:43 pm » in Personal Finance (Not Investing)

2 Replies

91 Views

Last post by HarborGal
Thu Oct 03, 2024 5:16 pm
Apparently Vanguard Now Allows Mutual Funds inside Brokerage Account to Reinvest into other Funds

Last post by jebmke « Thu Oct 03, 2024 5:16 pm
Posted in Personal Investments
Replies: 22
by bobsmith » Wed Sep 25, 2024 8:48 am » in Personal Investments

22 Replies

1896 Views

Last post by jebmke
Thu Oct 03, 2024 5:16 pm
Bill Bernstein and Corp Bonds: Is there an ideal amount?

Last post by er999 « Thu Oct 03, 2024 5:15 pm
Posted in Personal Investments
Replies: 38
by DesertInvestor » Thu Jul 13, 2023 12:36 pm » in Personal Investments

38 Replies

4383 Views

Last post by er999
Thu Oct 03, 2024 5:15 pm
Downtown Josh Brown is my guest on the "Bogleheads on Investing" podcast

Last post by hnd « Thu Oct 03, 2024 5:11 pm
Posted in Investing - Theory, News & General
Replies: 16
by Rick Ferri » Wed Oct 02, 2024 8:16 am » in Investing - Theory, News & General

16 Replies

1638 Views

Last post by hnd
Thu Oct 03, 2024 5:11 pm
Personal Investment Returns Spreadsheet (PIRS)

Last post by Subhart Gunjoo « Thu Oct 03, 2024 5:10 pm
Posted in Investing - Theory, News & General
Replies: 85
by scoothome » Sun Jan 21, 2024 6:42 pm » in Investing - Theory, News & General
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85 Replies

15928 Views

Last post by Subhart Gunjoo
Thu Oct 03, 2024 5:10 pm
Roth IRA what to invest in and how

Last post by celia « Thu Oct 03, 2024 5:06 pm
Posted in Investing - Theory, News & General
Replies: 111
by blwegrzyn » Sun Jun 30, 2024 10:12 pm » in Investing - Theory, News & General
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111 Replies

14127 Views

Last post by celia
Thu Oct 03, 2024 5:06 pm
Bank of America/Merrill Edge - Preferred Rewards

Last post by SpaethCo « Thu Oct 03, 2024 5:00 pm
Posted in Personal Finance (Not Investing)
Replies: 7943
by navyitaly » Sun Nov 02, 2014 2:59 am » in Personal Finance (Not Investing)
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7943 Replies

1082800 Views

Last post by SpaethCo
Thu Oct 03, 2024 5:00 pm
Anyone Else Too Lazy to Increase 401k Above Match?

Last post by Wannaretireearly « Thu Oct 03, 2024 5:00 pm
Posted in Personal Investments
Replies: 41
by smalliebigs » Wed Oct 02, 2024 8:50 am » in Personal Investments

41 Replies

3289 Views

Last post by Wannaretireearly
Thu Oct 03, 2024 5:00 pm
Retirement Planning: DIY or Professional Services

Last post by dogagility « Thu Oct 03, 2024 4:58 pm
Posted in Personal Investments
Replies: 18
by tim0476 » Thu Oct 03, 2024 11:02 am » in Personal Investments

18 Replies

650 Views

Last post by dogagility
Thu Oct 03, 2024 4:58 pm
Does Mega backdoor roth makes sense for H1b holder in the US?

Last post by shriram « Thu Oct 03, 2024 4:58 pm
Posted in Personal Investments
Replies: 11
by anuaps » Wed Oct 02, 2024 10:49 pm » in Personal Investments

11 Replies

530 Views

Last post by shriram
Thu Oct 03, 2024 4:58 pm
HSA Bank eliminating investment options

Last post by phiguy89 « Thu Oct 03, 2024 4:57 pm
Posted in Investing - Theory, News & General
Replies: 556
by nps » Mon Jul 22, 2024 4:21 pm » in Investing - Theory, News & General
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556 Replies

81395 Views

Last post by phiguy89
Thu Oct 03, 2024 4:57 pm
Price Effects [of current news items] on Commodities

Last post by Hacksawdave « Thu Oct 03, 2024 4:57 pm
Posted in Investing - Theory, News & General
Replies: 13
by Calvin Kalevra » Thu Oct 03, 2024 1:37 pm » in Investing - Theory, News & General

13 Replies

281 Views

Last post by Hacksawdave
Thu Oct 03, 2024 4:57 pm
What is the BEST thing you spent money on?

Last post by Wannaretireearly « Thu Oct 03, 2024 4:54 pm
Posted in Personal Consumer Issues
Replies: 504
by Shalom Aleichem » Wed Mar 17, 2021 6:30 pm » in Personal Consumer Issues
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504 Replies

74882 Views

Last post by Wannaretireearly
Thu Oct 03, 2024 4:54 pm
What role has generosity played in your wealth building?

Last post by cs412a « Thu Oct 03, 2024 4:53 pm
Posted in Personal Finance (Not Investing)
Replies: 166
by Cruiser » Fri Jul 21, 2023 8:57 am » in Personal Finance (Not Investing)
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166 Replies

15764 Views

Last post by cs412a
Thu Oct 03, 2024 4:53 pm
Frustration Going On Medicare

Last post by CrossOverGuy « Thu Oct 03, 2024 4:53 pm
Posted in Personal Consumer Issues
Replies: 82
by Leesbro63 » Wed Oct 02, 2024 8:05 am » in Personal Consumer Issues
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82 Replies

4103 Views

Last post by CrossOverGuy
Thu Oct 03, 2024 4:53 pm
What's worth paying more for?

Last post by yankees60 « Thu Oct 03, 2024 4:51 pm
Posted in Personal Consumer Issues
Replies: 282
by jco » Sun Mar 29, 2020 3:24 pm » in Personal Consumer Issues
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282 Replies

35319 Views

Last post by yankees60
Thu Oct 03, 2024 4:51 pm
Concentration Risk in the S&P500

Last post by Beensabu « Thu Oct 03, 2024 4:50 pm
Posted in Investing - Theory, News & General
Replies: 59
by Northern Flicker » Mon Sep 30, 2024 12:34 pm » in Investing - Theory, News & General
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59 Replies

4357 Views

Last post by Beensabu
Thu Oct 03, 2024 4:50 pm
Holding annuities in a trust

Last post by bsteiner « Thu Oct 03, 2024 4:49 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by irasymn10 » Thu Oct 03, 2024 3:55 pm » in Personal Finance (Not Investing)

1 Replies

68 Views

Last post by bsteiner
Thu Oct 03, 2024 4:49 pm
Fidelity solo 401k paperwork question: "New Plan" versus "Amend Exisiting"

Last post by learningcc « Thu Oct 03, 2024 4:44 pm
Posted in Personal Investments
Replies: 9
by bookgirl » Tue Oct 01, 2024 2:21 pm » in Personal Investments

9 Replies

373 Views

Last post by learningcc
Thu Oct 03, 2024 4:44 pm
Information on trust versus will

Last post by bsteiner « Thu Oct 03, 2024 4:42 pm
Posted in Personal Finance (Not Investing)
Replies: 22
by jojay » Thu Oct 03, 2024 10:00 am » in Personal Finance (Not Investing)

22 Replies

699 Views

Last post by bsteiner
Thu Oct 03, 2024 4:42 pm
First time ETF investor in France - but are there taxes on purchases?

Last post by Oceanl « Thu Oct 03, 2024 4:41 pm
Posted in Non-US Investing
Replies: 6
by geebee » Wed Oct 02, 2024 4:13 am » in Non-US Investing

6 Replies

385 Views

Last post by Oceanl
Thu Oct 03, 2024 4:41 pm
Prepping Kit for a Disaster

Last post by Scubadude « Thu Oct 03, 2024 4:38 pm
Posted in Personal Consumer Issues
Replies: 55
by ThankYouJack » Tue Oct 01, 2024 12:09 pm » in Personal Consumer Issues
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55 Replies

3325 Views

Last post by Scubadude
Thu Oct 03, 2024 4:38 pm
Roth accumulation - when to deploy most effectively, ACA subsidy???

Last post by RyeBourbon « Thu Oct 03, 2024 4:34 pm
Posted in Personal Finance (Not Investing)
Replies: 25
by mtwhmemn » Thu Feb 29, 2024 7:32 am » in Personal Finance (Not Investing)

25 Replies

1817 Views

Last post by RyeBourbon
Thu Oct 03, 2024 4:34 pm
Is it possible to have a MMF sweep account at Schwab, ever?

Last post by CloseEnough « Thu Oct 03, 2024 4:32 pm
Posted in Personal Investments
Replies: 32
by NYCaviator » Thu Nov 16, 2023 9:29 pm » in Personal Investments

32 Replies

5187 Views

Last post by CloseEnough
Thu Oct 03, 2024 4:32 pm
Cobra to Obamacare?

Last post by Jack FFR1846 « Thu Oct 03, 2024 4:27 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by Lou SL » Thu Oct 03, 2024 11:54 am » in Personal Finance (Not Investing)

4 Replies

289 Views

Last post by Jack FFR1846
Thu Oct 03, 2024 4:27 pm
Fidelity Contrafund

Last post by tarantula13 « Thu Oct 03, 2024 4:18 pm
Posted in Personal Investments
Replies: 19
by LitProf2020 » Thu Oct 03, 2024 9:52 am » in Personal Investments

19 Replies

1132 Views

Last post by tarantula13
Thu Oct 03, 2024 4:18 pm
Just invested at all time market high

Last post by Rager1 « Thu Oct 03, 2024 4:18 pm
Posted in Personal Investments
Replies: 39
by Pete12 » Tue Oct 01, 2024 3:28 pm » in Personal Investments

39 Replies

4426 Views

Last post by Rager1
Thu Oct 03, 2024 4:18 pm
tax liability in Europe when moving to US under a J1 visa

Last post by jg12345 « Thu Oct 03, 2024 4:16 pm
Posted in Non-US Investing
Replies: 11
by roller_coaster » Wed Oct 02, 2024 7:41 am » in Non-US Investing

11 Replies

539 Views

Last post by jg12345
Thu Oct 03, 2024 4:16 pm
What does "won the game stop playing" mean in practice?

Last post by investuntilimrich « Thu Oct 03, 2024 4:07 pm
Posted in Personal Investments
Replies: 263
by MathWizard » Sun Apr 18, 2021 9:28 am » in Personal Investments
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263 Replies

42827 Views

Last post by investuntilimrich
Thu Oct 03, 2024 4:07 pm
Considering MaxiFi and New Retirement calculators...

Last post by Circle the Wagons « Thu Oct 03, 2024 4:06 pm
Posted in Personal Finance (Not Investing)
Replies: 21
by BigJoeAllen » Tue Dec 12, 2023 12:37 pm » in Personal Finance (Not Investing)

21 Replies

3312 Views

Last post by Circle the Wagons
Thu Oct 03, 2024 4:06 pm
Paying Medical Bills

Last post by happy_statistician « Thu Oct 03, 2024 4:05 pm
Posted in Personal Finance (Not Investing)
Replies: 20
by jfn111 » Thu Oct 03, 2024 8:09 am » in Personal Finance (Not Investing)

20 Replies

764 Views

Last post by happy_statistician
Thu Oct 03, 2024 4:05 pm
Maintaining a new Global Entry membership (USA)

Last post by ocean « Thu Oct 03, 2024 4:04 pm
Posted in Personal Consumer Issues
Replies: 33
by Tabulator » Tue Mar 19, 2024 11:09 am » in Personal Consumer Issues

33 Replies

3464 Views

Last post by ocean
Thu Oct 03, 2024 4:04 pm
ETFs vs Mutual Funds (the premium/discount problem)

Last post by alex_686 « Thu Oct 03, 2024 4:00 pm
Posted in Investing - Theory, News & General
Replies: 5
by TrustTheMarket » Thu Oct 03, 2024 9:46 am » in Investing - Theory, News & General

5 Replies

279 Views

Last post by alex_686
Thu Oct 03, 2024 4:00 pm
Questions on updating a Will and the MN estate tax exemption

Last post by bsteiner « Thu Oct 03, 2024 3:59 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by cashheavy18 » Thu Oct 03, 2024 3:29 pm » in Personal Finance (Not Investing)

1 Replies

83 Views

Last post by bsteiner
Thu Oct 03, 2024 3:59 pm
Accuracy of "Total Estimated Annual Income"

Last post by jebmke « Thu Oct 03, 2024 3:57 pm
Posted in Personal Investments
Replies: 11
by LFremont » Mon Jul 17, 2023 12:27 pm » in Personal Investments

11 Replies

1697 Views

Last post by jebmke
Thu Oct 03, 2024 3:57 pm
tips for efficient itemized deductions

Last post by dukeblue219 « Thu Oct 03, 2024 3:57 pm
Posted in Personal Finance (Not Investing)
Replies: 15
by roller_coaster » Thu Oct 03, 2024 8:25 am » in Personal Finance (Not Investing)

15 Replies

579 Views

Last post by dukeblue219
Thu Oct 03, 2024 3:57 pm
Mega backdoor Roth setup

Last post by vtjon « Thu Oct 03, 2024 3:53 pm
Posted in Personal Investments
Replies: 1
by ddesai » Thu Oct 03, 2024 1:51 pm » in Personal Investments

1 Replies

90 Views

Last post by vtjon
Thu Oct 03, 2024 3:53 pm
Vanguard statements (resolved)

Last post by student « Thu Oct 03, 2024 3:51 pm
Posted in Personal Investments
Replies: 7
by student » Thu Oct 03, 2024 9:07 am » in Personal Investments

7 Replies

561 Views

Last post by student
Thu Oct 03, 2024 3:51 pm
Vanguard Site Reliability Outlook?

Last post by Indeterminate « Thu Oct 03, 2024 3:42 pm
Posted in Personal Investments

by Indeterminate » Thu Oct 03, 2024 3:42 pm » in Personal Investments

0 Replies

66 Views

Last post by Indeterminate
Thu Oct 03, 2024 3:42 pm
Favorite protein powder for shakes at home?

Last post by CoAndy « Thu Oct 03, 2024 3:40 pm
Posted in Personal Consumer Issues
Replies: 116
by lessismore22 » Tue Mar 26, 2024 3:12 pm » in Personal Consumer Issues
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116 Replies

12640 Views

Last post by CoAndy
Thu Oct 03, 2024 3:40 pm
Treasury Direct

Last post by scotchbriar « Thu Oct 03, 2024 3:38 pm
Posted in Personal Investments
Replies: 3
by lhb » Thu Oct 03, 2024 3:33 pm » in Personal Investments

3 Replies

169 Views

Last post by scotchbriar
Thu Oct 03, 2024 3:38 pm
iPhone - earbuds for calls

Last post by rjbraun « Thu Oct 03, 2024 3:35 pm
Posted in Personal Consumer Issues
Replies: 5
by rjbraun » Thu Oct 03, 2024 2:13 pm » in Personal Consumer Issues

5 Replies

257 Views

Last post by rjbraun
Thu Oct 03, 2024 3:35 pm
How do you utilize AI (artificial intelligence)?

Last post by MJS « Thu Oct 03, 2024 3:32 pm
Posted in Personal Consumer Issues
Replies: 154
by tetractys » Mon Nov 13, 2023 11:14 pm » in Personal Consumer Issues
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154 Replies

17241 Views

Last post by MJS
Thu Oct 03, 2024 3:32 pm
Interesting - Fidelity 2055 Funds - Exp Ratio 0.46% vs. 0.12%

Last post by greenrebellion « Thu Oct 03, 2024 3:31 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by helloeveryone » Thu Oct 03, 2024 8:51 am » in Personal Finance (Not Investing)

5 Replies

457 Views

Last post by greenrebellion
Thu Oct 03, 2024 3:31 pm
How Does Health Insurance Work for Elderly Immigrant Parent (California)

Last post by tallguy3891 « Thu Oct 03, 2024 3:31 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by keyfort » Thu Oct 03, 2024 1:03 pm » in Personal Finance (Not Investing)

5 Replies

389 Views

Last post by tallguy3891
Thu Oct 03, 2024 3:31 pm

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