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Parents' financial advisor recommends my 74 year old dad convert traditional IRA to Roth?

Last post by Macaroni2629 « Sat Apr 01, 2023 2:27 pm
Posted in Personal Finance (Not Investing)
Replies: 41
by Macaroni2629 » Fri Mar 31, 2023 5:14 pm » in Personal Finance (Not Investing)

41 Replies

2916 Views

Last post by Macaroni2629
Sat Apr 01, 2023 2:27 pm
Parents with kids in colleges? What does it take?

Last post by Sho « Sat Apr 01, 2023 2:27 pm
Posted in Personal Finance (Not Investing)
Replies: 25
by Sho » Sat Apr 01, 2023 9:42 am » in Personal Finance (Not Investing)

25 Replies

1166 Views

Last post by Sho
Sat Apr 01, 2023 2:27 pm
Portfolio Feedback / Review Request [30s, messy middle]

Last post by boglegardener « Sat Apr 01, 2023 2:27 pm
Posted in Personal Investments
Replies: 13
by boglegardener » Fri Mar 31, 2023 2:51 pm » in Personal Investments

13 Replies

1034 Views

Last post by boglegardener
Sat Apr 01, 2023 2:27 pm
I Bonds Mega Thread (I Bond Heads Rejoice!)

Last post by billthecat « Sat Apr 01, 2023 2:27 pm
Posted in Investing - Theory, News & General
Replies: 4867
by tomsense76 » Tue Apr 13, 2021 10:39 pm » in Investing - Theory, News & General
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4867 Replies

572013 Views

Last post by billthecat
Sat Apr 01, 2023 2:27 pm
I bought a rental, what if I bought an S&P 500 instead?

Last post by SpaghettiMonster « Sat Apr 01, 2023 2:26 pm
Posted in Personal Investments
Replies: 4
by booch221 » Sat Apr 01, 2023 1:19 pm » in Personal Investments

4 Replies

328 Views

Last post by SpaghettiMonster
Sat Apr 01, 2023 2:26 pm
Understanding TIPS funds' NAV

Last post by OverseasBH « Sat Apr 01, 2023 2:26 pm
Posted in Investing - Theory, News & General
Replies: 95
by OverseasBH » Fri Dec 30, 2022 7:40 am » in Investing - Theory, News & General
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95 Replies

6719 Views

Last post by OverseasBH
Sat Apr 01, 2023 2:26 pm
SS 2023 Trustees report released

Last post by FreddieFIRE « Sat Apr 01, 2023 2:25 pm
Posted in Investing - Theory, News & General
Replies: 12
by kd2008 » Fri Mar 31, 2023 1:39 pm » in Investing - Theory, News & General

12 Replies

1124 Views

Last post by FreddieFIRE
Sat Apr 01, 2023 2:25 pm
Virginia Beach swimming in August?

Last post by RadAudit « Sat Apr 01, 2023 2:24 pm
Posted in Personal Consumer Issues
Replies: 24
by VictoriaF » Sat Apr 01, 2023 12:16 pm » in Personal Consumer Issues

24 Replies

628 Views

Last post by RadAudit
Sat Apr 01, 2023 2:24 pm
Guilt Free Spending - 20 to 35 Percent of Net?

Last post by KlangFool « Sat Apr 01, 2023 2:23 pm
Posted in Personal Finance (Not Investing)
Replies: 34
by AnnetteLouisan » Sat Apr 01, 2023 8:56 am » in Personal Finance (Not Investing)

34 Replies

1522 Views

Last post by KlangFool
Sat Apr 01, 2023 2:23 pm
Moving from California to Pennsylvania: car registration change

Last post by Weathering « Sat Apr 01, 2023 2:22 pm
Posted in Personal Consumer Issues
Replies: 4
by Sampan » Sat Apr 01, 2023 12:38 pm » in Personal Consumer Issues

4 Replies

221 Views

Last post by Weathering
Sat Apr 01, 2023 2:22 pm
College decisions - Computer Science, non-elite, West Coast

Last post by Tirebiter « Sat Apr 01, 2023 2:21 pm
Posted in Personal Consumer Issues
Replies: 70
by Tirebiter » Fri Mar 31, 2023 2:13 pm » in Personal Consumer Issues
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70 Replies

4125 Views

Last post by Tirebiter
Sat Apr 01, 2023 2:21 pm
Available Tax Deferred Options After I have retired.

Last post by billfromct « Sat Apr 01, 2023 2:19 pm
Posted in Personal Investments
Replies: 13
by tundratoy » Fri Mar 31, 2023 5:58 pm » in Personal Investments

13 Replies

931 Views

Last post by billfromct
Sat Apr 01, 2023 2:19 pm
Want to manage my parents' retirement, signed up for CFP course

Last post by Macaroni2629 « Sat Apr 01, 2023 2:18 pm
Posted in Personal Finance (Not Investing)
Replies: 45
by Macaroni2629 » Fri Mar 31, 2023 8:21 pm » in Personal Finance (Not Investing)

45 Replies

2466 Views

Last post by Macaroni2629
Sat Apr 01, 2023 2:18 pm
Athletics pathway to college

Last post by gips « Sat Apr 01, 2023 2:17 pm
Posted in Personal Consumer Issues
Replies: 79
by vikvestor » Tue Mar 28, 2023 7:25 pm » in Personal Consumer Issues
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79 Replies

5589 Views

Last post by gips
Sat Apr 01, 2023 2:17 pm
Best resources for the decumulation stage?

Last post by Intrepyd « Sat Apr 01, 2023 2:17 pm
Posted in Investing - Theory, News & General

by Intrepyd » Sat Apr 01, 2023 2:17 pm » in Investing - Theory, News & General

0 Replies

42 Views

Last post by Intrepyd
Sat Apr 01, 2023 2:17 pm
La Compagnie - Newark to Paris (Orly) - Anyone Use?

Last post by rich126 « Sat Apr 01, 2023 2:14 pm
Posted in Personal Consumer Issues
Replies: 4
by Retiredron » Sat Apr 01, 2023 9:07 am » in Personal Consumer Issues

4 Replies

319 Views

Last post by rich126
Sat Apr 01, 2023 2:14 pm
Worth It To Sell American Funds in Taxable and Buy Vanguard ETFs?

Last post by ruralavalon « Sat Apr 01, 2023 2:14 pm
Posted in Personal Investments
Replies: 2
by generalelder » Sat Apr 01, 2023 1:43 pm » in Personal Investments

2 Replies

114 Views

Last post by ruralavalon
Sat Apr 01, 2023 2:14 pm
Loaning 2nd car to adult kids for 5 weeks - report to insurance?

Last post by TheGreyingDuke « Sat Apr 01, 2023 2:14 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by MnD » Sat Apr 01, 2023 9:54 am » in Personal Finance (Not Investing)

10 Replies

701 Views

Last post by TheGreyingDuke
Sat Apr 01, 2023 2:14 pm
Watch suggestions for solo backpacking - Garmin or other? Solar/topo/health/emergency monitoring?

Last post by YoungSisyphus « Sat Apr 01, 2023 2:13 pm
Posted in Personal Consumer Issues
Replies: 3
by YoungSisyphus » Sat Apr 01, 2023 11:49 am » in Personal Consumer Issues

3 Replies

161 Views

Last post by YoungSisyphus
Sat Apr 01, 2023 2:13 pm
Online Eyeglasses

Last post by TrustButVerifying « Sat Apr 01, 2023 2:10 pm
Posted in Personal Consumer Issues
Replies: 31
by LifeIsGood » Fri Mar 31, 2023 5:17 am » in Personal Consumer Issues

31 Replies

1853 Views

Last post by TrustButVerifying
Sat Apr 01, 2023 2:10 pm
Roth conversion, which fund to convert?

Last post by tibbitts « Sat Apr 01, 2023 2:10 pm
Posted in Personal Investments
Replies: 8
by cadzan » Sat Apr 01, 2023 11:42 am » in Personal Investments

8 Replies

282 Views

Last post by tibbitts
Sat Apr 01, 2023 2:10 pm
My mom's portfolio under the guidance of a CFP/CFA

Last post by Macaroni2629 « Sat Apr 01, 2023 2:10 pm
Posted in Personal Investments
Replies: 32
by Macaroni2629 » Sat Apr 01, 2023 7:27 am » in Personal Investments

32 Replies

1553 Views

Last post by Macaroni2629
Sat Apr 01, 2023 2:10 pm
what to do with cash reserve and recommendation for bonds for EU investor

Last post by Siaigi « Sat Apr 01, 2023 2:10 pm
Posted in Non-US Investing
Replies: 10
by antonkanton » Fri Mar 17, 2023 11:43 am » in Non-US Investing

10 Replies

1271 Views

Last post by Siaigi
Sat Apr 01, 2023 2:10 pm
Contributed to iBonds in 2022 for 1st time. Tax Implications?

Last post by niceguy7376 « Sat Apr 01, 2023 2:10 pm
Posted in Personal Investments
Replies: 5
by niceguy7376 » Fri Mar 31, 2023 3:18 pm » in Personal Investments

5 Replies

593 Views

Last post by niceguy7376
Sat Apr 01, 2023 2:10 pm
What Movie Have You Recently Watched?

Last post by GreendaleCC « Sat Apr 01, 2023 2:08 pm
Posted in Personal Consumer Issues
Replies: 9621
by abuss368 » Sat Aug 30, 2014 3:35 pm » in Personal Consumer Issues
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9621 Replies

1777304 Views

Last post by GreendaleCC
Sat Apr 01, 2023 2:08 pm
Extra pieces of vinyl siding?

Last post by lobuc « Sat Apr 01, 2023 2:07 pm
Posted in Personal Consumer Issues
Replies: 9
by psteinx » Sat Apr 01, 2023 1:08 pm » in Personal Consumer Issues

9 Replies

280 Views

Last post by lobuc
Sat Apr 01, 2023 2:07 pm
Should I buy a $4M CA house?

Last post by CletusCaddy « Sat Apr 01, 2023 2:06 pm
Posted in Personal Finance (Not Investing)
Replies: 119
by CletusCaddy » Sat Mar 26, 2022 8:01 pm » in Personal Finance (Not Investing)
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119 Replies

12487 Views

Last post by CletusCaddy
Sat Apr 01, 2023 2:06 pm
I don't have to worry about living past 80, even if I retire at 46 with just 23X

Last post by wolf359 « Sat Apr 01, 2023 2:06 pm
Posted in Investing - Theory, News & General
Replies: 271
by Patzer » Fri Mar 24, 2023 1:04 pm » in Investing - Theory, News & General
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271 Replies

22934 Views

Last post by wolf359
Sat Apr 01, 2023 2:06 pm
Ally Invest - We’ve eliminated our $9.95 mutual fund transaction fee

Last post by Soobs « Sat Apr 01, 2023 2:03 pm
Posted in Personal Finance (Not Investing)
Replies: 27
by IRouteIP » Thu Feb 09, 2023 7:20 pm » in Personal Finance (Not Investing)

27 Replies

2859 Views

Last post by Soobs
Sat Apr 01, 2023 2:03 pm
Android phones: do you use an encrypted texting app?

Last post by biscuit5 « Sat Apr 01, 2023 2:03 pm
Posted in Personal Consumer Issues

by biscuit5 » Sat Apr 01, 2023 2:03 pm » in Personal Consumer Issues

0 Replies

45 Views

Last post by biscuit5
Sat Apr 01, 2023 2:03 pm
Which car to buy

Last post by cmr79 « Sat Apr 01, 2023 2:02 pm
Posted in Personal Consumer Issues
Replies: 16
by augustwest73 » Fri Mar 31, 2023 11:54 am » in Personal Consumer Issues

16 Replies

1343 Views

Last post by cmr79
Sat Apr 01, 2023 2:02 pm
What to do-Tax Return Lost in Mail

Last post by boomer_techie « Sat Apr 01, 2023 2:01 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by clcarter » Sat Apr 01, 2023 9:07 am » in Personal Finance (Not Investing)

2 Replies

287 Views

Last post by boomer_techie
Sat Apr 01, 2023 2:01 pm
[What TV Show Have You Recently Watched?]

Last post by roamingzebra « Sat Apr 01, 2023 1:59 pm
Posted in Personal Consumer Issues
Replies: 4751
by dbCooperAir » Tue Jan 05, 2016 8:32 pm » in Personal Consumer Issues
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4751 Replies

471473 Views

Last post by roamingzebra
Sat Apr 01, 2023 1:59 pm
Reasonable expected return of equities

Last post by IDpilot « Sat Apr 01, 2023 1:59 pm
Posted in Investing - Theory, News & General
Replies: 14
by blimp » Sat Apr 01, 2023 11:15 am » in Investing - Theory, News & General

14 Replies

690 Views

Last post by IDpilot
Sat Apr 01, 2023 1:59 pm
Are Bogleheads rational about Social Security decisions?

Last post by Turbo29 « Sat Apr 01, 2023 1:57 pm
Posted in Investing - Theory, News & General
Replies: 224
by tadamsmar » Fri Mar 03, 2023 7:38 am » in Investing - Theory, News & General
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224 Replies

19164 Views

Last post by Turbo29
Sat Apr 01, 2023 1:57 pm
Investing in Japan from 1991 to Today

Last post by unwitting_gulag « Sat Apr 01, 2023 1:54 pm
Posted in Investing - Theory, News & General
Replies: 41
by BizarroJerry » Fri Mar 24, 2023 8:13 pm » in Investing - Theory, News & General

41 Replies

4151 Views

Last post by unwitting_gulag
Sat Apr 01, 2023 1:54 pm
Fidelity TIPS vs US Bond Index in 401k - fees

Last post by renegade06 « Sat Apr 01, 2023 1:53 pm
Posted in Personal Investments
Replies: 9
by renegade06 » Sat Apr 01, 2023 8:06 am » in Personal Investments

9 Replies

459 Views

Last post by renegade06
Sat Apr 01, 2023 1:53 pm
Vanguard Federal Money Mkt Acct Return

Last post by Chip Munk « Sat Apr 01, 2023 1:52 pm
Posted in Personal Investments
Replies: 5
by Gatewood » Sat Apr 01, 2023 9:28 am » in Personal Investments

5 Replies

588 Views

Last post by Chip Munk
Sat Apr 01, 2023 1:52 pm
e-file amendment for 2019?

Last post by toddthebod « Sat Apr 01, 2023 1:51 pm
Posted in Investing - Theory, News & General
Replies: 7
by international001 » Sat Apr 01, 2023 1:09 pm » in Investing - Theory, News & General

7 Replies

178 Views

Last post by toddthebod
Sat Apr 01, 2023 1:51 pm
Fidelity as a one stop shop

Last post by kojima « Sat Apr 01, 2023 1:51 pm
Posted in Personal Finance (Not Investing)
Replies: 4151
by BogleMelon » Sat Dec 15, 2018 8:33 pm » in Personal Finance (Not Investing)
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4151 Replies

579531 Views

Last post by kojima
Sat Apr 01, 2023 1:51 pm
Tax issues for using 529 for first-year college expenses

Last post by 986racer « Sat Apr 01, 2023 1:51 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by leviathan » Fri Mar 31, 2023 12:56 pm » in Personal Finance (Not Investing)

14 Replies

893 Views

Last post by 986racer
Sat Apr 01, 2023 1:51 pm
Vanguard Short Term TIPS fund huge drop in dividend?

Last post by toddthebod « Sat Apr 01, 2023 1:49 pm
Posted in Personal Investments
Replies: 13
by ollistu » Sat Apr 01, 2023 9:17 am » in Personal Investments

13 Replies

867 Views

Last post by toddthebod
Sat Apr 01, 2023 1:49 pm
Help Portfolio, inexperienced investor

Last post by ruralavalon « Sat Apr 01, 2023 1:48 pm
Posted in Personal Investments
Replies: 6
by Dsc8 » Sat Apr 01, 2023 3:53 am » in Personal Investments

6 Replies

583 Views

Last post by ruralavalon
Sat Apr 01, 2023 1:48 pm
The Final, Definitive Thread on Brokerage Transfer Bonuses

Last post by hotpancakes « Sat Apr 01, 2023 1:45 pm
Posted in Investing - Theory, News & General
Replies: 5080
by Earl Lemongrab » Fri Aug 05, 2016 8:07 pm » in Investing - Theory, News & General
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5080 Replies

759213 Views

Last post by hotpancakes
Sat Apr 01, 2023 1:45 pm
Blanket disintegrated in washing machine - next steps?

Last post by enad « Sat Apr 01, 2023 1:43 pm
Posted in Personal Consumer Issues
Replies: 9
by canderson » Sat Apr 01, 2023 12:24 pm » in Personal Consumer Issues

9 Replies

433 Views

Last post by enad
Sat Apr 01, 2023 1:43 pm
Portfolio Review - 50's

Last post by Outer Marker « Sat Apr 01, 2023 1:42 pm
Posted in Personal Investments
Replies: 23
by rene » Fri Mar 31, 2023 3:09 pm » in Personal Investments

23 Replies

2171 Views

Last post by Outer Marker
Sat Apr 01, 2023 1:42 pm
Google Password for Brokerage Accounts?

Last post by StewedCarrot « Sat Apr 01, 2023 1:41 pm
Posted in Personal Investments
Replies: 8
by Charles Joseph » Sat Apr 01, 2023 11:12 am » in Personal Investments

8 Replies

431 Views

Last post by StewedCarrot
Sat Apr 01, 2023 1:41 pm
Dividend schedules for VTSAX vs FSKAX and VTIAX vs FTIHX

Last post by Chip Munk « Sat Apr 01, 2023 1:40 pm
Posted in Investing - Theory, News & General
Replies: 3
by ny10036 » Sat Apr 01, 2023 10:13 am » in Investing - Theory, News & General

3 Replies

214 Views

Last post by Chip Munk
Sat Apr 01, 2023 1:40 pm
No SWAGX dividend for March?

Last post by Candor « Sat Apr 01, 2023 1:38 pm
Posted in Personal Investments
Replies: 6
by jjunk » Sat Apr 01, 2023 6:24 am » in Personal Investments

6 Replies

452 Views

Last post by Candor
Sat Apr 01, 2023 1:38 pm
What are you up YTD? [Year To Date]

Last post by drumboy256 « Sat Apr 01, 2023 1:37 pm
Posted in Investing - Theory, News & General
Replies: 4753
by InvestorNewb » Tue Aug 26, 2014 10:19 am » in Investing - Theory, News & General
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4753 Replies

769456 Views

Last post by drumboy256
Sat Apr 01, 2023 1:37 pm

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