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Asset Protection Trust - Does it qualify for step-up in basis?

Last post by ddbonds « Fri Sep 22, 2023 1:52 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by ddbonds » Fri Sep 22, 2023 8:15 am » in Personal Finance (Not Investing)

4 Replies

120 Views

Last post by ddbonds
Fri Sep 22, 2023 1:52 pm
Who has the LOWEST Stock Allocation??

Last post by bd7 « Fri Sep 22, 2023 1:52 pm
Posted in Personal Investments
Replies: 34
by Charles Joseph » Thu Sep 21, 2023 3:38 pm » in Personal Investments

34 Replies

2090 Views

Last post by bd7
Fri Sep 22, 2023 1:52 pm
tree company bonded? licensed? insured?

Last post by Uniballer « Fri Sep 22, 2023 1:52 pm
Posted in Personal Consumer Issues
Replies: 1
by tunafish » Fri Sep 22, 2023 1:49 pm » in Personal Consumer Issues

1 Replies

14 Views

Last post by Uniballer
Fri Sep 22, 2023 1:52 pm
Aren't you an above-average investor?

Last post by Northern Flicker « Fri Sep 22, 2023 1:52 pm
Posted in Investing - Theory, News & General
Replies: 100
by simpleisbest » Thu Sep 21, 2023 9:29 am » in Investing - Theory, News & General
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100 Replies

5039 Views

Last post by Northern Flicker
Fri Sep 22, 2023 1:52 pm
Whole Foods' Palm Scanning Technology: Are you all in?

Last post by ResearchMed « Fri Sep 22, 2023 1:52 pm
Posted in Personal Consumer Issues
Replies: 40
by Cruise » Fri Sep 22, 2023 1:30 am » in Personal Consumer Issues

40 Replies

2214 Views

Last post by ResearchMed
Fri Sep 22, 2023 1:52 pm
Depositing a check made out to "Estate of..."

Last post by Big Dog « Fri Sep 22, 2023 1:51 pm
Posted in Personal Finance (Not Investing)
Replies: 32
by huzen » Fri Sep 22, 2023 10:54 am » in Personal Finance (Not Investing)

32 Replies

887 Views

Last post by Big Dog
Fri Sep 22, 2023 1:51 pm
How to track TBills for reinvestments?

Last post by Rager1 « Fri Sep 22, 2023 1:50 pm
Posted in Personal Investments
Replies: 10
by mikebh » Tue Sep 19, 2023 1:00 pm » in Personal Investments

10 Replies

1242 Views

Last post by Rager1
Fri Sep 22, 2023 1:50 pm
International (Non-US) versus US Equities (The "Arguments")

Last post by SB1234 « Fri Sep 22, 2023 1:49 pm
Posted in Investing - Theory, News & General
Replies: 2988
by CraigTester » Sun Jul 23, 2023 3:43 pm » in Investing - Theory, News & General
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2988 Replies

132353 Views

Last post by SB1234
Fri Sep 22, 2023 1:49 pm
Mass Emailing Service

Last post by clemrick « Fri Sep 22, 2023 1:48 pm
Posted in Personal Consumer Issues
Replies: 11
by clemrick » Thu Sep 21, 2023 4:08 pm » in Personal Consumer Issues

11 Replies

777 Views

Last post by clemrick
Fri Sep 22, 2023 1:48 pm
What are you listening to now

Last post by Nicolas « Fri Sep 22, 2023 1:48 pm
Posted in Personal Consumer Issues
Replies: 4728
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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4728 Replies

357260 Views

Last post by Nicolas
Fri Sep 22, 2023 1:48 pm
[Personal finance] Book recommendations

Last post by LadyGeek « Fri Sep 22, 2023 1:47 pm
Posted in Personal Finance (Not Investing)
Replies: 28
by Molson7 » Mon Jun 26, 2023 9:28 am » in Personal Finance (Not Investing)

28 Replies

1907 Views

Last post by LadyGeek
Fri Sep 22, 2023 1:47 pm
Rats in sewer line

Last post by j.click « Fri Sep 22, 2023 1:44 pm
Posted in Personal Consumer Issues
Replies: 9
by Oddball » Fri Sep 22, 2023 10:15 am » in Personal Consumer Issues

9 Replies

715 Views

Last post by j.click
Fri Sep 22, 2023 1:44 pm
Crock Pot Corner!

Last post by roamingzebra « Fri Sep 22, 2023 1:43 pm
Posted in Personal Consumer Issues
Replies: 81
by PeninsulaPerson » Sat Sep 16, 2023 8:34 am » in Personal Consumer Issues
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81 Replies

6284 Views

Last post by roamingzebra
Fri Sep 22, 2023 1:43 pm
Quitting a high paying job and retiring early

Last post by inverter « Fri Sep 22, 2023 1:42 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by what_to_do » Fri Sep 22, 2023 11:56 am » in Personal Finance (Not Investing)

14 Replies

786 Views

Last post by inverter
Fri Sep 22, 2023 1:42 pm
Dr.Gold : iterating on the Golden Butterfly

Last post by invest4 « Fri Sep 22, 2023 1:41 pm
Posted in Personal Investments
Replies: 14
by monkeywicked » Thu Sep 21, 2023 9:17 pm » in Personal Investments

14 Replies

1174 Views

Last post by invest4
Fri Sep 22, 2023 1:41 pm
Electric Shaver Recommendations (2022)

Last post by AlohaBill « Fri Sep 22, 2023 1:39 pm
Posted in Personal Consumer Issues
Replies: 35
by NYCaviator » Wed Mar 16, 2022 8:31 am » in Personal Consumer Issues

35 Replies

3550 Views

Last post by AlohaBill
Fri Sep 22, 2023 1:39 pm
Pension denied with Northrop Grumman

Last post by Nate79 « Fri Sep 22, 2023 1:36 pm
Posted in Personal Finance (Not Investing)
Replies: 34
by Frankfurter123 » Tue Sep 19, 2023 2:38 pm » in Personal Finance (Not Investing)

34 Replies

7803 Views

Last post by Nate79
Fri Sep 22, 2023 1:36 pm
Advice on portfolio, rollovers, and general investing

Last post by kirbybrik « Fri Sep 22, 2023 1:34 pm
Posted in Personal Investments
Replies: 9
by kirbybrik » Wed Sep 20, 2023 8:12 pm » in Personal Investments

9 Replies

927 Views

Last post by kirbybrik
Fri Sep 22, 2023 1:34 pm
Roth IRA withdrawal - outside the USA

Last post by Alan S. « Fri Sep 22, 2023 1:33 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by CCD » Fri Sep 22, 2023 11:54 am » in Personal Finance (Not Investing)

2 Replies

136 Views

Last post by Alan S.
Fri Sep 22, 2023 1:33 pm
Deflation protection with TIPS

Last post by Northern Flicker « Fri Sep 22, 2023 1:33 pm
Posted in Investing - Theory, News & General
Replies: 37
by strongboy2005 » Wed Sep 20, 2023 5:50 pm » in Investing - Theory, News & General

37 Replies

3167 Views

Last post by Northern Flicker
Fri Sep 22, 2023 1:33 pm
Costco - Executive Membership for big purchases

Last post by heartwood « Fri Sep 22, 2023 1:33 pm
Posted in Personal Consumer Issues
Replies: 32
by michaeljc70 » Thu Sep 21, 2023 5:55 pm » in Personal Consumer Issues

32 Replies

2667 Views

Last post by heartwood
Fri Sep 22, 2023 1:33 pm
How are you self-insuring for long-term care?

Last post by RationalWalk « Fri Sep 22, 2023 1:30 pm
Posted in Investing - Theory, News & General
Replies: 61
by RationalWalk » Wed Sep 20, 2023 5:07 pm » in Investing - Theory, News & General
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61 Replies

5186 Views

Last post by RationalWalk
Fri Sep 22, 2023 1:30 pm
Annuity if you don’t need it.

Last post by RationalWalk « Fri Sep 22, 2023 1:27 pm
Posted in Personal Investments
Replies: 82
by Wricha » Wed Sep 13, 2023 6:23 pm » in Personal Investments
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82 Replies

6647 Views

Last post by RationalWalk
Fri Sep 22, 2023 1:27 pm
FIPDX dividend this year anywhere close to last year’s?

Last post by arcticpineapplecorp. « Fri Sep 22, 2023 1:24 pm
Posted in Personal Investments
Replies: 32
by Galleygal » Thu Sep 07, 2023 12:20 pm » in Personal Investments

32 Replies

1795 Views

Last post by arcticpineapplecorp.
Fri Sep 22, 2023 1:24 pm
Portfolio tune-up?

Last post by cornfarmer « Fri Sep 22, 2023 1:23 pm
Posted in Personal Investments
Replies: 7
by cornfarmer » Wed Sep 20, 2023 4:04 pm » in Personal Investments

7 Replies

893 Views

Last post by cornfarmer
Fri Sep 22, 2023 1:23 pm
Should I sell? - inherited house

Last post by Watty « Fri Sep 22, 2023 1:22 pm
Posted in Personal Finance (Not Investing)
Replies: 19
by LucysDad » Fri Sep 22, 2023 9:36 am » in Personal Finance (Not Investing)

19 Replies

903 Views

Last post by Watty
Fri Sep 22, 2023 1:22 pm
Why wouldn't you at least temporarily choose a high interest account over a total bond fund?

Last post by retiredjg « Fri Sep 22, 2023 1:17 pm
Posted in Investing - Theory, News & General
Replies: 18
by linate » Fri Sep 22, 2023 10:52 am » in Investing - Theory, News & General

18 Replies

961 Views

Last post by retiredjg
Fri Sep 22, 2023 1:17 pm
Share your net worth progression

Last post by Glockenspiel « Fri Sep 22, 2023 1:16 pm
Posted in Personal Finance (Not Investing)
Replies: 3796
by techcrium » Tue May 13, 2014 10:14 am » in Personal Finance (Not Investing)
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3796 Replies

905534 Views

Last post by Glockenspiel
Fri Sep 22, 2023 1:16 pm
TIAA Traditional Transfer Payout Annuity Rates and Secure Act 2.0

Last post by brennanportfolio « Fri Sep 22, 2023 1:12 pm
Posted in Personal Investments
Replies: 6
by brennanportfolio » Thu Sep 21, 2023 1:26 pm » in Personal Investments

6 Replies

397 Views

Last post by brennanportfolio
Fri Sep 22, 2023 1:12 pm
The Final, Definitive Thread on Brokerage Transfer Bonuses

Last post by czaj « Fri Sep 22, 2023 1:12 pm
Posted in Investing - Theory, News & General
Replies: 6309
by Earl Lemongrab » Fri Aug 05, 2016 8:07 pm » in Investing - Theory, News & General
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6309 Replies

892486 Views

Last post by czaj
Fri Sep 22, 2023 1:12 pm
Should I convert Whole Life policy to SPIA ?

Last post by HotRod « Fri Sep 22, 2023 1:12 pm
Posted in Personal Investments
Replies: 9
by HotRod » Thu Sep 21, 2023 11:43 am » in Personal Investments

9 Replies

562 Views

Last post by HotRod
Fri Sep 22, 2023 1:12 pm
Seeking New Home Construction Tips

Last post by AlwaysLearningMore « Fri Sep 22, 2023 1:11 pm
Posted in Personal Finance (Not Investing)
Replies: 29
by SchruteBucks » Thu Sep 21, 2023 10:28 am » in Personal Finance (Not Investing)

29 Replies

1835 Views

Last post by AlwaysLearningMore
Fri Sep 22, 2023 1:11 pm
Estimated taxes Jan deadline

Last post by vnatale « Fri Sep 22, 2023 1:05 pm
Posted in Personal Consumer Issues
Replies: 15
by stocknoob4111 » Thu Sep 21, 2023 1:33 pm » in Personal Consumer Issues

15 Replies

972 Views

Last post by vnatale
Fri Sep 22, 2023 1:05 pm
Why Not a Bank CD Instead of a Bond Fund?

Last post by Drewski04 « Fri Sep 22, 2023 1:04 pm
Posted in Personal Investments
Replies: 107
by Drewski04 » Thu Sep 21, 2023 11:10 am » in Personal Investments
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107 Replies

5219 Views

Last post by Drewski04
Fri Sep 22, 2023 1:04 pm
When are federal taxes are due on tnotes and bonds

Last post by Geologist « Fri Sep 22, 2023 1:02 pm
Posted in Investing - Theory, News & General
Replies: 5
by cashmoney » Fri Sep 22, 2023 11:32 am » in Investing - Theory, News & General

5 Replies

312 Views

Last post by Geologist
Fri Sep 22, 2023 1:02 pm
Recent Travel Insurance use

Last post by ResearchMed « Fri Sep 22, 2023 1:02 pm
Posted in Personal Consumer Issues
Replies: 1
by Swimmer » Fri Sep 22, 2023 11:45 am » in Personal Consumer Issues

1 Replies

165 Views

Last post by ResearchMed
Fri Sep 22, 2023 1:02 pm
Renewal by Anderson window prices

Last post by chuckwalla « Fri Sep 22, 2023 12:57 pm
Posted in Personal Consumer Issues
Replies: 41
by Bb073084 » Mon Apr 20, 2020 7:14 pm » in Personal Consumer Issues

41 Replies

5677 Views

Last post by chuckwalla
Fri Sep 22, 2023 12:57 pm
changing G plan to N supplement plan?

Last post by Northern Flicker « Fri Sep 22, 2023 12:54 pm
Posted in Personal Finance (Not Investing)
Replies: 58
by rb5505 » Sun Sep 17, 2023 12:10 am » in Personal Finance (Not Investing)
1

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58 Replies

4992 Views

Last post by Northern Flicker
Fri Sep 22, 2023 12:54 pm
Lazy workout routines: what to add to rowing?

Last post by SmallSaver « Fri Sep 22, 2023 12:52 pm
Posted in Personal Consumer Issues
Replies: 44
by LaniK1 » Thu Sep 21, 2023 8:15 am » in Personal Consumer Issues

44 Replies

2423 Views

Last post by SmallSaver
Fri Sep 22, 2023 12:52 pm
Sell 0% fixed rate I bonds held >5 years?

Last post by need403bhelp « Fri Sep 22, 2023 12:50 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by need403bhelp » Fri Sep 22, 2023 10:51 am » in Personal Finance (Not Investing)

6 Replies

466 Views

Last post by need403bhelp
Fri Sep 22, 2023 12:50 pm
Clarification on Bond Funds

Last post by alex_686 « Fri Sep 22, 2023 12:50 pm
Posted in Personal Investments
Replies: 12
by dcw213 » Fri Sep 22, 2023 7:15 am » in Personal Investments

12 Replies

679 Views

Last post by alex_686
Fri Sep 22, 2023 12:50 pm
Job workload completely unmanageable

Last post by Want2RetireNow « Fri Sep 22, 2023 12:49 pm
Posted in Personal Consumer Issues
Replies: 20
by nimo956 » Thu Sep 21, 2023 11:54 pm » in Personal Consumer Issues

20 Replies

2137 Views

Last post by Want2RetireNow
Fri Sep 22, 2023 12:49 pm
What length of time to have Term Life Insurance?

Last post by saver1 « Fri Sep 22, 2023 12:44 pm
Posted in Personal Finance (Not Investing)
Replies: 65
by saver1 » Wed Sep 20, 2023 10:03 am » in Personal Finance (Not Investing)
1

2
65 Replies

3235 Views

Last post by saver1
Fri Sep 22, 2023 12:44 pm
Colorado to Nova move beneficial?

Last post by Findourway1 « Fri Sep 22, 2023 12:41 pm
Posted in Personal Finance (Not Investing)
Replies: 58
by geodude » Sat Sep 16, 2023 4:39 pm » in Personal Finance (Not Investing)
1

2
58 Replies

5441 Views

Last post by Findourway1
Fri Sep 22, 2023 12:41 pm
STRIPS vs. TIPS vs. Treasuries

Last post by alex_686 « Fri Sep 22, 2023 12:38 pm
Posted in Personal Investments
Replies: 23
by DesertInvestor » Fri Jul 29, 2022 6:56 pm » in Personal Investments

23 Replies

3291 Views

Last post by alex_686
Fri Sep 22, 2023 12:38 pm
Tire Question

Last post by Big Dog « Fri Sep 22, 2023 12:37 pm
Posted in Personal Consumer Issues
Replies: 30
by anonenigma » Tue Sep 19, 2023 11:18 am » in Personal Consumer Issues

30 Replies

2135 Views

Last post by Big Dog
Fri Sep 22, 2023 12:37 pm
Traditional IRA [convert or start new Roth]

Last post by retiredjg « Fri Sep 22, 2023 12:29 pm
Posted in Personal Investments
Replies: 36
by lauhenrom11 » Wed Sep 20, 2023 10:17 am » in Personal Investments

36 Replies

1730 Views

Last post by retiredjg
Fri Sep 22, 2023 12:29 pm
VDIGX [Vanguard Dividend Growth] Question

Last post by kjmh53 « Fri Sep 22, 2023 12:26 pm
Posted in Personal Investments
Replies: 11
by kjmh53 » Wed Sep 20, 2023 1:37 pm » in Personal Investments

11 Replies

1068 Views

Last post by kjmh53
Fri Sep 22, 2023 12:26 pm
Transitioning from Debt to Retirement

Last post by JBTX « Fri Sep 22, 2023 12:24 pm
Posted in Personal Investments
Replies: 6
by myartman » Fri Sep 22, 2023 1:58 am » in Personal Investments

6 Replies

828 Views

Last post by JBTX
Fri Sep 22, 2023 12:24 pm
Discount Brokers

Last post by LadyGeek « Fri Sep 22, 2023 12:22 pm
Posted in Personal Investments
Replies: 1
by octavian » Fri Sep 22, 2023 11:57 am » in Personal Investments

1 Replies

136 Views

Last post by LadyGeek
Fri Sep 22, 2023 12:22 pm

Search found 664 matches

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