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Excess Roth contributions, removals, and 1099-Rs

Last post by Alan S. « Tue Mar 25, 2025 5:38 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by boggleheadun » Tue Mar 25, 2025 4:14 pm » in Personal Finance (Not Investing)

3 Replies

73 Views

Last post by Alan S.
Tue Mar 25, 2025 5:38 pm
Anything you wish you had known before your solar panel installation?

Last post by TomatoTomahto « Tue Mar 25, 2025 5:36 pm
Posted in Personal Consumer Issues
Replies: 100
by WoostaGal » Tue Jul 30, 2024 11:08 am » in Personal Consumer Issues
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100 Replies

11719 Views

Last post by TomatoTomahto
Tue Mar 25, 2025 5:36 pm
Help me understand what's wrong with my roth conversion math

Last post by MA405 « Tue Mar 25, 2025 5:36 pm
Posted in Investing - Theory, News & General
Replies: 7
by ParlayBogle » Tue Mar 25, 2025 2:58 pm » in Investing - Theory, News & General

7 Replies

282 Views

Last post by MA405
Tue Mar 25, 2025 5:36 pm
Is Wellington and Wellesley combo still good?

Last post by AlwaysLearningMore « Tue Mar 25, 2025 5:36 pm
Posted in Personal Investments
Replies: 27
by LXEX55 » Mon Mar 24, 2025 5:24 pm » in Personal Investments

27 Replies

2198 Views

Last post by AlwaysLearningMore
Tue Mar 25, 2025 5:36 pm
Estimated tax penalty despite owing less than $1K

Last post by PinotGris « Tue Mar 25, 2025 5:36 pm
Posted in Personal Finance (Not Investing)
Replies: 25
by JayB » Mon Mar 24, 2025 7:12 pm » in Personal Finance (Not Investing)

25 Replies

1744 Views

Last post by PinotGris
Tue Mar 25, 2025 5:36 pm
What Movie Have You Recently Watched?

Last post by typical.investor « Tue Mar 25, 2025 5:36 pm
Posted in Personal Consumer Issues
Replies: 13287
by abuss368 » Sat Aug 30, 2014 3:35 pm » in Personal Consumer Issues
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13287 Replies

2681705 Views

Last post by typical.investor
Tue Mar 25, 2025 5:36 pm
The Final, Definitive Thread on Brokerage Transfer Bonuses

Last post by Leesbro63 « Tue Mar 25, 2025 5:34 pm
Posted in Investing - Theory, News & General
Replies: 10062
by Earl Lemongrab » Fri Aug 05, 2016 8:07 pm » in Investing - Theory, News & General
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10062 Replies

1983388 Views

Last post by Leesbro63
Tue Mar 25, 2025 5:34 pm
Money market fund etf

Last post by jeffyscott « Tue Mar 25, 2025 5:34 pm
Posted in Personal Investments
Replies: 30
by an_asker » Tue Aug 06, 2024 2:20 pm » in Personal Investments

30 Replies

3734 Views

Last post by jeffyscott
Tue Mar 25, 2025 5:34 pm
Does anyone prefer sedans or wagons over crossovers anymore?

Last post by edge « Tue Mar 25, 2025 5:34 pm
Posted in Personal Consumer Issues
Replies: 193
by SeattleLaw » Fri Mar 14, 2025 8:14 pm » in Personal Consumer Issues
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193 Replies

10064 Views

Last post by edge
Tue Mar 25, 2025 5:34 pm
I need help/Can I "retire"?

Last post by T.keller « Tue Mar 25, 2025 5:33 pm
Posted in Personal Investments
Replies: 7
by T.keller » Tue Mar 25, 2025 2:37 pm » in Personal Investments

7 Replies

465 Views

Last post by T.keller
Tue Mar 25, 2025 5:33 pm
I-Bonds as Only Fixed Income

Last post by Watty « Tue Mar 25, 2025 5:32 pm
Posted in Personal Investments
Replies: 66
by Mrs.Daisy » Mon Mar 24, 2025 12:33 pm » in Personal Investments
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66 Replies

2778 Views

Last post by Watty
Tue Mar 25, 2025 5:32 pm
Starting Withdrawals in Retirement

Last post by jebmke « Tue Mar 25, 2025 5:31 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by DaveInPgh » Tue Mar 25, 2025 5:27 pm » in Personal Finance (Not Investing)

1 Replies

34 Views

Last post by jebmke
Tue Mar 25, 2025 5:31 pm
OpenSocialSecurity.com (Survival benefits for widower)

Last post by S_Track « Tue Mar 25, 2025 5:30 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by S_Track » Tue Mar 25, 2025 7:56 am » in Personal Finance (Not Investing)

5 Replies

358 Views

Last post by S_Track
Tue Mar 25, 2025 5:30 pm
under contract - house with low yield well

Last post by bob991 « Tue Mar 25, 2025 5:29 pm
Posted in Personal Consumer Issues
Replies: 6
by bob991 » Tue Mar 25, 2025 3:16 pm » in Personal Consumer Issues

6 Replies

292 Views

Last post by bob991
Tue Mar 25, 2025 5:29 pm
When do annuities make sense?

Last post by Harmanic « Tue Mar 25, 2025 5:28 pm
Posted in Personal Investments
Replies: 38
by Goofy » Fri Jan 31, 2025 11:09 am » in Personal Investments

38 Replies

7772 Views

Last post by Harmanic
Tue Mar 25, 2025 5:28 pm
does such a bond fund exist?

Last post by Forest4Trees « Tue Mar 25, 2025 5:28 pm
Posted in Personal Investments
Replies: 15
by WalkingBackToHouston » Tue Mar 25, 2025 10:34 am » in Personal Investments

15 Replies

749 Views

Last post by Forest4Trees
Tue Mar 25, 2025 5:28 pm
Do you have any "emergency supplies" in your home?

Last post by livesoft « Tue Mar 25, 2025 5:27 pm
Posted in Personal Consumer Issues
Replies: 125
by gunny » Fri Mar 21, 2025 10:10 pm » in Personal Consumer Issues
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125 Replies

6226 Views

Last post by livesoft
Tue Mar 25, 2025 5:27 pm
What is Your Rebalance Strategy?

Last post by Hacksawdave « Tue Mar 25, 2025 5:27 pm
Posted in Personal Investments
Replies: 20
by Surf-Fisher » Tue Mar 25, 2025 7:28 am » in Personal Investments

20 Replies

805 Views

Last post by Hacksawdave
Tue Mar 25, 2025 5:27 pm
Schwab Free Cash Setup

Last post by typical.investor « Tue Mar 25, 2025 5:24 pm
Posted in Personal Investments
Replies: 18
by Leesbro63 » Tue Mar 25, 2025 8:47 am » in Personal Investments

18 Replies

863 Views

Last post by typical.investor
Tue Mar 25, 2025 5:24 pm
NYT Article - Did Indexing change since 2008?

Last post by Florida Orange « Tue Mar 25, 2025 5:24 pm
Posted in Investing - Theory, News & General
Replies: 53
by Mike747 » Mon Mar 24, 2025 4:32 pm » in Investing - Theory, News & General
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53 Replies

3208 Views

Last post by Florida Orange
Tue Mar 25, 2025 5:24 pm
Market cap tilts: Based on dollars invested or overall % of cap weight holdings invested?

Last post by nisiprius « Tue Mar 25, 2025 5:20 pm
Posted in Investing - Theory, News & General
Replies: 2
by EasyC » Tue Mar 25, 2025 11:36 am » in Investing - Theory, News & General

2 Replies

124 Views

Last post by nisiprius
Tue Mar 25, 2025 5:20 pm
Twelve Years Later – Life, Kids, and a Growing Nest Egg

Last post by Steady Investor « Tue Mar 25, 2025 5:20 pm
Posted in Personal Investments
Replies: 12
by Steady Investor » Mon Mar 24, 2025 8:13 pm » in Personal Investments

12 Replies

2079 Views

Last post by Steady Investor
Tue Mar 25, 2025 5:20 pm
A time to EVALUATE your jitters

Last post by Richard1580 « Tue Mar 25, 2025 5:19 pm
Posted in Investing - Theory, News & General
Replies: 1104
by nisiprius » Sun Aug 07, 2011 7:00 am » in Investing - Theory, News & General
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1104 Replies

947528 Views

Last post by Richard1580
Tue Mar 25, 2025 5:19 pm
Backdoor roth mistake...looking for advice

Last post by Tech « Tue Mar 25, 2025 5:16 pm
Posted in Personal Finance (Not Investing)
Replies: 13
by Tech » Mon Mar 24, 2025 3:04 pm » in Personal Finance (Not Investing)

13 Replies

740 Views

Last post by Tech
Tue Mar 25, 2025 5:16 pm
Modified versions of HFEA with ITT and Futures / Lifecycle Investing with Modern Portfolio Theory

Last post by unemployed_pysicist « Tue Mar 25, 2025 5:13 pm
Posted in Investing - Theory, News & General
Replies: 3493
by skierincolorado » Fri Sep 03, 2021 10:27 pm » in Investing - Theory, News & General
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3493 Replies

871929 Views

Last post by unemployed_pysicist
Tue Mar 25, 2025 5:13 pm
[What TV Show Have You Recently Watched?]

Last post by MP173 « Tue Mar 25, 2025 5:12 pm
Posted in Personal Consumer Issues
Replies: 7214
by dbCooperAir » Tue Jan 05, 2016 8:32 pm » in Personal Consumer Issues
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7214 Replies

1098868 Views

Last post by MP173
Tue Mar 25, 2025 5:12 pm
What are you listening to now

Last post by yankees60 « Tue Mar 25, 2025 5:10 pm
Posted in Personal Consumer Issues
Replies: 8724
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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8724 Replies

1124673 Views

Last post by yankees60
Tue Mar 25, 2025 5:10 pm
Do you Max for 401k then go for mega backdoor or both concurrently?

Last post by blortchplop « Tue Mar 25, 2025 5:07 pm
Posted in Personal Investments
Replies: 18
by MikeZ » Sun May 17, 2020 10:04 pm » in Personal Investments

18 Replies

1904 Views

Last post by blortchplop
Tue Mar 25, 2025 5:07 pm
Simplify by cashing out of HSA

Last post by Big Dog « Tue Mar 25, 2025 5:07 pm
Posted in Personal Finance (Not Investing)
Replies: 77
by hoops777 » Fri Mar 21, 2025 6:44 pm » in Personal Finance (Not Investing)
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77 Replies

4319 Views

Last post by Big Dog
Tue Mar 25, 2025 5:07 pm
Cletus got audited randomly? (Tax Loss Harvesting)

Last post by anoop « Tue Mar 25, 2025 5:06 pm
Posted in Personal Finance (Not Investing)
Replies: 66
by Cletus Davenport » Fri Mar 21, 2025 8:07 pm » in Personal Finance (Not Investing)
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66 Replies

5054 Views

Last post by anoop
Tue Mar 25, 2025 5:06 pm
45yo 18M portfolio, best way to grow?

Last post by GrumpyFarmer « Tue Mar 25, 2025 5:05 pm
Posted in Personal Investments
Replies: 56
by svll » Wed Jul 05, 2017 1:07 pm » in Personal Investments
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56 Replies

10848 Views

Last post by GrumpyFarmer
Tue Mar 25, 2025 5:05 pm
Vanguard ranked #1 for do-it-yourself Investor Satisfaction.

Last post by AlwaysLearningMore « Tue Mar 25, 2025 5:05 pm
Posted in Investing - Theory, News & General
Replies: 1
by Taylor Larimore » Tue Mar 25, 2025 5:01 pm » in Investing - Theory, News & General

1 Replies

105 Views

Last post by AlwaysLearningMore
Tue Mar 25, 2025 5:05 pm
What is Vanguard’s raison d'être these days?

Last post by Van « Tue Mar 25, 2025 5:04 pm
Posted in Investing - Theory, News & General
Replies: 63
by SteadyHandBrooklyn » Mon Mar 24, 2025 12:18 pm » in Investing - Theory, News & General
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63 Replies

4359 Views

Last post by Van
Tue Mar 25, 2025 5:04 pm
23 and me going bankrupt. Delete Data?

Last post by nisiprius « Tue Mar 25, 2025 5:04 pm
Posted in Personal Consumer Issues
Replies: 29
by 2ball » Mon Mar 24, 2025 6:21 pm » in Personal Consumer Issues

29 Replies

2571 Views

Last post by nisiprius
Tue Mar 25, 2025 5:04 pm
Does it makes financial sense to stay renter forever?

Last post by bombcar « Tue Mar 25, 2025 4:59 pm
Posted in Personal Finance (Not Investing)
Replies: 20
by BogleMelon » Tue Mar 25, 2025 12:44 pm » in Personal Finance (Not Investing)

20 Replies

947 Views

Last post by bombcar
Tue Mar 25, 2025 4:59 pm
Will I ever be able to afford this classic toy [airplane]?

Last post by Minderbinder « Tue Mar 25, 2025 4:58 pm
Posted in Personal Consumer Issues
Replies: 90
by austin757 » Fri Mar 21, 2025 2:11 pm » in Personal Consumer Issues
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90 Replies

5890 Views

Last post by Minderbinder
Tue Mar 25, 2025 4:58 pm
Wash Sale between Personal Account and Irrevocable Trust

Last post by kardan « Tue Mar 25, 2025 4:56 pm
Posted in Personal Investments
Replies: 41
by DMLouie » Sat Mar 22, 2025 10:05 am » in Personal Investments

41 Replies

1568 Views

Last post by kardan
Tue Mar 25, 2025 4:56 pm
RMD question

Last post by RyeBourbon « Tue Mar 25, 2025 4:55 pm
Posted in Personal Investments
Replies: 9
by Luckygirl » Mon Mar 24, 2025 6:48 pm » in Personal Investments

9 Replies

712 Views

Last post by RyeBourbon
Tue Mar 25, 2025 4:55 pm
Selling consumer goods online?

Last post by chemocean « Tue Mar 25, 2025 4:54 pm
Posted in Personal Consumer Issues
Replies: 17
by LaurenRose » Tue Mar 25, 2025 1:53 am » in Personal Consumer Issues

17 Replies

815 Views

Last post by chemocean
Tue Mar 25, 2025 4:54 pm
convert iBonds from paper --- how long is too long?

Last post by HomeStretch « Tue Mar 25, 2025 4:54 pm
Posted in Investing - Theory, News & General
Replies: 76
by TomP10 » Wed Jun 28, 2023 7:09 am » in Investing - Theory, News & General
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76 Replies

12069 Views

Last post by HomeStretch
Tue Mar 25, 2025 4:54 pm
Questions on Inheritance through Family Trust

Last post by celia « Tue Mar 25, 2025 4:44 pm
Posted in Personal Finance (Not Investing)
Replies: 24
by stuper1 » Sun Mar 23, 2025 6:51 pm » in Personal Finance (Not Investing)

24 Replies

1915 Views

Last post by celia
Tue Mar 25, 2025 4:44 pm
Live Oak Bank - anyone have experience?

Last post by tomd37 « Tue Mar 25, 2025 4:43 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by frazzlefeet » Tue Oct 10, 2017 1:56 pm » in Personal Finance (Not Investing)

14 Replies

2745 Views

Last post by tomd37
Tue Mar 25, 2025 4:43 pm
Shopping CDs vs staying in one spot

Last post by manlymatt83 « Tue Mar 25, 2025 4:38 pm
Posted in Personal Investments
Replies: 29
by WalkingBackToHouston » Mon Mar 24, 2025 11:34 am » in Personal Investments

29 Replies

1481 Views

Last post by manlymatt83
Tue Mar 25, 2025 4:38 pm
Any Experience with Vanguard Trustee Service?

Last post by afan « Tue Mar 25, 2025 4:38 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by BigJohn » Fri Mar 21, 2025 5:42 pm » in Personal Finance (Not Investing)

2 Replies

325 Views

Last post by afan
Tue Mar 25, 2025 4:38 pm
[On-going Scams - Post them here]

Last post by RetiredAL « Tue Mar 25, 2025 4:37 pm
Posted in Personal Consumer Issues
Replies: 1777
by ketanco » Thu Mar 28, 2019 12:51 pm » in Personal Consumer Issues
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1777 Replies

315394 Views

Last post by RetiredAL
Tue Mar 25, 2025 4:37 pm
US Bank 4% Smartly Visa Credit Card

Last post by EricGold « Tue Mar 25, 2025 4:36 pm
Posted in Personal Finance (Not Investing)
Replies: 2330
by Bosro » Thu Sep 05, 2024 3:35 pm » in Personal Finance (Not Investing)
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2330 Replies

352811 Views

Last post by EricGold
Tue Mar 25, 2025 4:36 pm
Vanguard's Required Transition to "New" Hybrid [Personal Advisory] Platform

Last post by exodusNH « Tue Mar 25, 2025 4:35 pm
Posted in Personal Investments
Replies: 47
by sparkling » Thu Apr 04, 2024 2:52 pm » in Personal Investments

47 Replies

6568 Views

Last post by exodusNH
Tue Mar 25, 2025 4:35 pm
Portfolio Assistance After Inheritance

Last post by Cocoa Beach Bum « Tue Mar 25, 2025 4:34 pm
Posted in Personal Investments
Replies: 2
by Alt_Oberst » Tue Mar 25, 2025 3:25 pm » in Personal Investments

2 Replies

147 Views

Last post by Cocoa Beach Bum
Tue Mar 25, 2025 4:34 pm
Where to find the fed source income information for a particular ETF?

Last post by 123 « Tue Mar 25, 2025 4:33 pm
Posted in Personal Investments
Replies: 1
by jiamajia » Tue Mar 25, 2025 4:15 pm » in Personal Investments

1 Replies

60 Views

Last post by 123
Tue Mar 25, 2025 4:33 pm
Credit Card Fraud:Cause/Effect or coincidence

Last post by veggivet « Tue Mar 25, 2025 4:31 pm
Posted in Personal Consumer Issues
Replies: 11
by veggivet » Wed Feb 19, 2025 6:13 am » in Personal Consumer Issues

11 Replies

1612 Views

Last post by veggivet
Tue Mar 25, 2025 4:31 pm

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