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Pension Beneficiary is 89 - can she rollover to IRA and avoid tax?

Last post by Alan S. « Sat May 28, 2022 4:01 pm
Posted in Personal Finance (Not Investing)
Replies: 16
by DJAlcatraz » Thu May 26, 2022 12:56 pm » in Personal Finance (Not Investing)

16 Replies

1260 Views

Last post by Alan S.
Sat May 28, 2022 4:01 pm
When did you rebalance YTD?

Last post by delamer « Sat May 28, 2022 4:01 pm
Posted in Personal Investments
Replies: 24
by Cannibly » Sat May 28, 2022 12:33 pm » in Personal Investments

24 Replies

800 Views

Last post by delamer
Sat May 28, 2022 4:01 pm
New baby - conflicted on paternity leave??

Last post by 3000 « Sat May 28, 2022 3:59 pm
Posted in Personal Finance (Not Investing)
Replies: 105
by z06ray » Thu May 26, 2022 8:11 am » in Personal Finance (Not Investing)
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105 Replies

5122 Views

Last post by 3000
Sat May 28, 2022 3:59 pm
Moving Vanguard Funds to Brokerage Account?

Last post by 100factorial « Sat May 28, 2022 3:56 pm
Posted in Personal Investments
Replies: 18
by Tulip » Fri May 27, 2022 2:11 pm » in Personal Investments

18 Replies

1327 Views

Last post by 100factorial
Sat May 28, 2022 3:56 pm
An interesting article - why buying-selling stocks, etfs is so difficult

Last post by BigJohn « Sat May 28, 2022 3:52 pm
Posted in Investing - Theory, News & General
Replies: 9
by Robin1234 » Fri May 27, 2022 3:19 pm » in Investing - Theory, News & General

9 Replies

1491 Views

Last post by BigJohn
Sat May 28, 2022 3:52 pm
60/40 [Asset allocation]

Last post by lws « Sat May 28, 2022 3:48 pm
Posted in Personal Investments
Replies: 33
by curo » Wed May 25, 2022 6:57 am » in Personal Investments

33 Replies

4549 Views

Last post by lws
Sat May 28, 2022 3:48 pm
Vanguard's Wellesley Income fund is incredible

Last post by like2read « Sat May 28, 2022 3:47 pm
Posted in Investing - Theory, News & General
Replies: 668
by willthrill81 » Sun Jan 29, 2017 11:38 pm » in Investing - Theory, News & General
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668 Replies

152669 Views

Last post by like2read
Sat May 28, 2022 3:47 pm
is share value of bond funds leveling out ?

Last post by BigJohn « Sat May 28, 2022 3:46 pm
Posted in Investing - Theory, News & General
Replies: 17
by RustyShackleford » Fri May 27, 2022 8:29 pm » in Investing - Theory, News & General

17 Replies

1283 Views

Last post by BigJohn
Sat May 28, 2022 3:46 pm
Finding reasonably priced groceries

Last post by stoptothink « Sat May 28, 2022 3:45 pm
Posted in Personal Consumer Issues
Replies: 178
by RobLyons » Mon May 23, 2022 3:29 pm » in Personal Consumer Issues
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178 Replies

12148 Views

Last post by stoptothink
Sat May 28, 2022 3:45 pm
HEDGEFUNDIE's excellent adventure Part II: The next journey

Last post by hiddenpower « Sat May 28, 2022 3:44 pm
Posted in Investing - Theory, News & General
Replies: 12662
by HEDGEFUNDIE » Sun Aug 11, 2019 9:41 pm » in Investing - Theory, News & General
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12662 Replies

1440104 Views

Last post by hiddenpower
Sat May 28, 2022 3:44 pm
Is Low Volatility the best factor?

Last post by Northern Flicker « Sat May 28, 2022 3:42 pm
Posted in Investing - Theory, News & General
Replies: 38
by MaxLeo » Sat Oct 19, 2019 12:29 pm » in Investing - Theory, News & General

38 Replies

3860 Views

Last post by Northern Flicker
Sat May 28, 2022 3:42 pm
Trading Treasuries (nominal and TIPS)

Last post by Electron « Sat May 28, 2022 3:40 pm
Posted in Investing - Theory, News & General
Replies: 77
by Kevin M » Tue May 24, 2022 7:50 pm » in Investing - Theory, News & General
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77 Replies

4408 Views

Last post by Electron
Sat May 28, 2022 3:40 pm
Ben Felix- "Ultimate Inflation Hedge" video

Last post by nedsaid « Sat May 28, 2022 3:38 pm
Posted in Investing - Theory, News & General
Replies: 12
by sleepysurf » Mon May 23, 2022 8:01 am » in Investing - Theory, News & General

12 Replies

2042 Views

Last post by nedsaid
Sat May 28, 2022 3:38 pm
ROTH conversion from RMD'd Trad IRA

Last post by steve51 « Sat May 28, 2022 3:32 pm
Posted in Personal Investments
Replies: 22
by steve51 » Thu May 26, 2022 6:55 pm » in Personal Investments

22 Replies

1562 Views

Last post by steve51
Sat May 28, 2022 3:32 pm
Stopping in Azores on the way from NYC-Paris. Any suggestions?

Last post by SCb&b « Sat May 28, 2022 3:32 pm
Posted in Personal Consumer Issues
Replies: 5
by protagonist » Fri May 27, 2022 10:10 pm » in Personal Consumer Issues

5 Replies

624 Views

Last post by SCb&b
Sat May 28, 2022 3:32 pm
New car purchase

Last post by LadyGeek « Sat May 28, 2022 3:32 pm
Posted in Personal Consumer Issues
Replies: 7
by drjazz » Sat May 28, 2022 12:06 pm » in Personal Consumer Issues

7 Replies

471 Views

Last post by LadyGeek
Sat May 28, 2022 3:32 pm
how to make most of retirement savings

Last post by LadyGeek « Sat May 28, 2022 3:30 pm
Posted in Personal Investments
Replies: 15
by Nesskay65 » Sat May 28, 2022 6:48 am » in Personal Investments

15 Replies

1632 Views

Last post by LadyGeek
Sat May 28, 2022 3:30 pm
Considering move to apartment in retirement

Last post by GerryL « Sat May 28, 2022 3:29 pm
Posted in Personal Consumer Issues
Replies: 31
by placeholder » Fri May 27, 2022 2:17 am » in Personal Consumer Issues

31 Replies

2826 Views

Last post by GerryL
Sat May 28, 2022 3:29 pm
What Book Are You Currently Reading? Part VI

Last post by wabbott « Sat May 28, 2022 3:28 pm
Posted in Personal Consumer Issues
Replies: 5905
by Alex Frakt » Mon Sep 22, 2014 11:14 am » in Personal Consumer Issues
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5905 Replies

1429183 Views

Last post by wabbott
Sat May 28, 2022 3:28 pm
Easiest way to donate anonymously

Last post by Chicken lady « Sat May 28, 2022 3:27 pm
Posted in Personal Finance (Not Investing)
Replies: 49
by sawhorse » Tue May 03, 2022 4:19 pm » in Personal Finance (Not Investing)

49 Replies

3811 Views

Last post by Chicken lady
Sat May 28, 2022 3:27 pm
Home mortgage pay off strategies

Last post by smitcat « Sat May 28, 2022 3:22 pm
Posted in Personal Investments
Replies: 28
by IAmJustAnAverageDude » Fri May 27, 2022 7:15 pm » in Personal Investments

28 Replies

2571 Views

Last post by smitcat
Sat May 28, 2022 3:22 pm
tiled roof deck repair options?

Last post by Mr. Rumples « Sat May 28, 2022 3:21 pm
Posted in Personal Consumer Issues
Replies: 1
by privateer79 » Sat May 28, 2022 12:00 pm » in Personal Consumer Issues

1 Replies

132 Views

Last post by Mr. Rumples
Sat May 28, 2022 3:21 pm
Poor Publix employee seeking 401k investment advice - no longer have Publix stock

Last post by retiredjg « Sat May 28, 2022 3:20 pm
Posted in Personal Investments
Replies: 80
by ralphboy » Wed Apr 06, 2022 10:00 pm » in Personal Investments
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80 Replies

285 Views

Last post by retiredjg
Sat May 28, 2022 3:20 pm
Your Experience Purchasing LT Disability?

Last post by tj « Sat May 28, 2022 3:20 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by Fredz4000 » Fri May 27, 2022 11:10 am » in Personal Finance (Not Investing)

14 Replies

749 Views

Last post by tj
Sat May 28, 2022 3:20 pm
VWEHX High Yield Corporate

Last post by Nver2Late « Sat May 28, 2022 3:14 pm
Posted in Personal Investments
Replies: 44
by bpkasl » Fri May 27, 2022 6:54 am » in Personal Investments

44 Replies

2313 Views

Last post by Nver2Late
Sat May 28, 2022 3:14 pm
Interactive Brokers (Best Kept Secret)

Last post by Marseille07 « Sat May 28, 2022 3:08 pm
Posted in Investing - Theory, News & General
Replies: 777
by Andymoler58 » Mon May 11, 2015 9:44 pm » in Investing - Theory, News & General
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777 Replies

158406 Views

Last post by Marseille07
Sat May 28, 2022 3:08 pm
Need advice $1000 for next 28 years

Last post by galawdawg « Sat May 28, 2022 3:06 pm
Posted in Personal Investments
Replies: 6
by samz10461 » Sat May 28, 2022 2:08 pm » in Personal Investments

6 Replies

624 Views

Last post by galawdawg
Sat May 28, 2022 3:06 pm
how to transfer a 529

Last post by indexlover « Sat May 28, 2022 3:06 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by prk » Fri May 27, 2022 3:36 pm » in Personal Finance (Not Investing)

2 Replies

280 Views

Last post by indexlover
Sat May 28, 2022 3:06 pm
How do you prevent title fraud or insure against losses?

Last post by Broken Man 1999 « Sat May 28, 2022 3:01 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by Yme » Sat May 28, 2022 2:23 pm » in Personal Finance (Not Investing)

1 Replies

168 Views

Last post by Broken Man 1999
Sat May 28, 2022 3:01 pm
Is a top-heavy market different from a bubble?

Last post by 1789 « Sat May 28, 2022 3:00 pm
Posted in Investing - Theory, News & General
Replies: 2
by rdrg88 » Sat May 28, 2022 1:24 pm » in Investing - Theory, News & General

2 Replies

231 Views

Last post by 1789
Sat May 28, 2022 3:00 pm
What frugal thing did you do today?

Last post by LadyGeek « Sat May 28, 2022 2:55 pm
Posted in Personal Consumer Issues
Replies: 2082
by Nectarineman » Sun Dec 24, 2017 12:05 pm » in Personal Consumer Issues
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2082 Replies

251817 Views

Last post by LadyGeek
Sat May 28, 2022 2:55 pm
Custodial Brokerage/Mutual Fund Accounts for Children?

Last post by Notsobad « Sat May 28, 2022 2:54 pm
Posted in Personal Investments
Replies: 6
by MrCheapo » Sat May 28, 2022 10:11 am » in Personal Investments

6 Replies

261 Views

Last post by Notsobad
Sat May 28, 2022 2:54 pm
Share your net worth progression

Last post by egri « Sat May 28, 2022 2:54 pm
Posted in Personal Finance (Not Investing)
Replies: 3342
by techcrium » Tue May 13, 2014 10:14 am » in Personal Finance (Not Investing)
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3342 Replies

765800 Views

Last post by egri
Sat May 28, 2022 2:54 pm
Distributions From a Trust “In-Kind”

Last post by Gill « Sat May 28, 2022 2:50 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by eastwayroad » Fri May 27, 2022 8:33 pm » in Personal Finance (Not Investing)

8 Replies

616 Views

Last post by Gill
Sat May 28, 2022 2:50 pm
Honda dealership keeps dirtying my headliner

Last post by nisiprius « Sat May 28, 2022 2:49 pm
Posted in Personal Consumer Issues
Replies: 31
by NewbieBogle007 » Thu May 26, 2022 5:14 pm » in Personal Consumer Issues

31 Replies

2646 Views

Last post by nisiprius
Sat May 28, 2022 2:49 pm
settlement fund vs money market fund

Last post by Tulip « Sat May 28, 2022 2:47 pm
Posted in Personal Investments
Replies: 5
by rgar98 » Sat May 28, 2022 1:17 pm » in Personal Investments

5 Replies

380 Views

Last post by Tulip
Sat May 28, 2022 2:47 pm
Have you shipped car from NY to CA? - tell me how

Last post by gwe67 « Sat May 28, 2022 2:43 pm
Posted in Personal Consumer Issues
Replies: 7
by dundee » Sat May 28, 2022 7:27 am » in Personal Consumer Issues

7 Replies

554 Views

Last post by gwe67
Sat May 28, 2022 2:43 pm
Advice please: First time taxable account

Last post by retired@50 « Sat May 28, 2022 2:40 pm
Posted in Personal Investments
Replies: 1
by arengarajsug88 » Sat May 28, 2022 2:33 pm » in Personal Investments

1 Replies

156 Views

Last post by retired@50
Sat May 28, 2022 2:40 pm
Camera crew needed for Bogleheads Conference

Last post by LadyGeek « Sat May 28, 2022 2:26 pm
Posted in US Chapters
Replies: 51
by Bogle Center » Fri May 13, 2022 12:29 pm » in US Chapters
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51 Replies

4510 Views

Last post by LadyGeek
Sat May 28, 2022 2:26 pm
Good Idea? Living of Money Market To Maximize Roth Contributions

Last post by CyclingDuo « Sat May 28, 2022 2:25 pm
Posted in Personal Investments
Replies: 8
by MrCheapo » Sun May 22, 2022 11:37 am » in Personal Investments

8 Replies

1216 Views

Last post by CyclingDuo
Sat May 28, 2022 2:25 pm
How Many Stocks Are Really Needed in Index Funds?

Last post by gtwhitegold « Sat May 28, 2022 2:23 pm
Posted in Investing - Theory, News & General
Replies: 68
by Alexa9 » Thu Jan 04, 2018 5:28 pm » in Investing - Theory, News & General
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68 Replies

6221 Views

Last post by gtwhitegold
Sat May 28, 2022 2:23 pm
Retirement dreams and reality

Last post by cashboy « Sat May 28, 2022 2:19 pm
Posted in Investing - Theory, News & General
Replies: 63
by Genuinesarcasm » Tue May 24, 2022 9:35 pm » in Investing - Theory, News & General
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63 Replies

10423 Views

Last post by cashboy
Sat May 28, 2022 2:19 pm
Accounting for Sale of Company Stock (RSUs) for 2022 tax withholding

Last post by ivgrivchuck « Sat May 28, 2022 2:18 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by Aguilar » Thu May 26, 2022 10:03 am » in Personal Finance (Not Investing)

6 Replies

485 Views

Last post by ivgrivchuck
Sat May 28, 2022 2:18 pm
Barnwell Industries stock

Last post by Doctor Rhythm « Sat May 28, 2022 2:15 pm
Posted in Personal Investments
Replies: 18
by scintillator » Wed May 25, 2022 5:36 am » in Personal Investments

18 Replies

1491 Views

Last post by Doctor Rhythm
Sat May 28, 2022 2:15 pm
Advice me on Underwater employee stock options

Last post by avidlearner « Sat May 28, 2022 2:15 pm
Posted in Personal Finance (Not Investing)
Replies: 23
by avidlearner » Thu May 26, 2022 11:15 pm » in Personal Finance (Not Investing)

23 Replies

2046 Views

Last post by avidlearner
Sat May 28, 2022 2:15 pm
Bogleheads at/Aiming For 2% SWR

Last post by Marseille07 « Sat May 28, 2022 2:08 pm
Posted in Personal Finance (Not Investing)
Replies: 262
by Leesbro63 » Mon May 23, 2022 6:16 am » in Personal Finance (Not Investing)
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262 Replies

15266 Views

Last post by Marseille07
Sat May 28, 2022 2:08 pm
IRS Prepayment

Last post by ivgrivchuck « Sat May 28, 2022 2:04 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by NerveDoc » Sat May 28, 2022 12:12 pm » in Personal Finance (Not Investing)

3 Replies

329 Views

Last post by ivgrivchuck
Sat May 28, 2022 2:04 pm
Home Prices

Last post by nydoc « Sat May 28, 2022 2:03 pm
Posted in Investing - Theory, News & General
Replies: 43
by swaption » Fri May 27, 2022 3:49 pm » in Investing - Theory, News & General

43 Replies

4328 Views

Last post by nydoc
Sat May 28, 2022 2:03 pm
U.S. stocks continue to soar!

Last post by Keenobserver « Sat May 28, 2022 1:53 pm
Posted in Investing - Theory, News & General
Replies: 22164
by GoldStar » Mon Aug 27, 2018 6:09 pm » in Investing - Theory, News & General
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22164 Replies

1868469 Views

Last post by Keenobserver
Sat May 28, 2022 1:53 pm
FIRE for physician

Last post by AerialWombat « Sat May 28, 2022 1:48 pm
Posted in Personal Investments
Replies: 19
by alphamale12 » Fri May 27, 2022 5:49 am » in Personal Investments

19 Replies

2364 Views

Last post by AerialWombat
Sat May 28, 2022 1:48 pm

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