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nearly retired - what to do with assets?

Last post by bd7 « Wed Nov 29, 2023 7:45 pm
Posted in Personal Investments
Replies: 28
by SweetJohnny » Tue Oct 17, 2023 5:47 pm » in Personal Investments

28 Replies

6261 Views

Last post by bd7
Wed Nov 29, 2023 7:45 pm
If You Already Have Maxed Out Tax Deferred and Roth Contributions What Else To Invest In?

Last post by Doctor Rhythm « Wed Nov 29, 2023 7:45 pm
Posted in Personal Investments
Replies: 5
by MrCheapo » Wed Nov 29, 2023 7:33 pm » in Personal Investments

5 Replies

131 Views

Last post by Doctor Rhythm
Wed Nov 29, 2023 7:45 pm
[Vanguard Class Action Lawsuit Over Target Date Funds to Move Forward]

Last post by alex_686 « Wed Nov 29, 2023 7:44 pm
Posted in Investing - Theory, News & General
Replies: 111
by Parkinglotracer » Mon Jun 19, 2023 7:28 am » in Investing - Theory, News & General
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111 Replies

9441 Views

Last post by alex_686
Wed Nov 29, 2023 7:44 pm
Credit Card frozen by bank to due to suspected fraud, but "fraud" was me attempting to avoid fraud.

Last post by bh1 « Wed Nov 29, 2023 7:44 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by neurosphere » Wed Nov 29, 2023 4:24 pm » in Personal Finance (Not Investing)

8 Replies

717 Views

Last post by bh1
Wed Nov 29, 2023 7:44 pm
What do you think of this "Updated Trinity Study"?

Last post by nisiprius « Wed Nov 29, 2023 7:43 pm
Posted in Investing - Theory, News & General
Replies: 22
by GaryA505 » Fri Sep 08, 2023 2:52 pm » in Investing - Theory, News & General

22 Replies

3783 Views

Last post by nisiprius
Wed Nov 29, 2023 7:43 pm
Which of the two is correct?

Last post by Florida Orange « Wed Nov 29, 2023 7:43 pm
Posted in Investing - Theory, News & General
Replies: 7
by sjar » Wed Nov 29, 2023 3:34 pm » in Investing - Theory, News & General

7 Replies

462 Views

Last post by Florida Orange
Wed Nov 29, 2023 7:43 pm
USPS labels: cover with clear tape or not?

Last post by Sandtrap « Wed Nov 29, 2023 7:43 pm
Posted in Personal Consumer Issues
Replies: 18
by tibbitts » Wed Nov 29, 2023 4:48 pm » in Personal Consumer Issues

18 Replies

724 Views

Last post by Sandtrap
Wed Nov 29, 2023 7:43 pm
Why not a variable SPIA?

Last post by GoWithTheCashFlow « Wed Nov 29, 2023 7:42 pm
Posted in Investing - Theory, News & General
Replies: 71
by Tib » Sun Nov 26, 2023 3:04 am » in Investing - Theory, News & General
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71 Replies

4122 Views

Last post by GoWithTheCashFlow
Wed Nov 29, 2023 7:42 pm
Question (non-medical) for physicians, e.g., PCP

Last post by MGBMartin « Wed Nov 29, 2023 7:41 pm
Posted in Personal Consumer Issues
Replies: 5
by rjbraun » Wed Nov 29, 2023 6:26 pm » in Personal Consumer Issues

5 Replies

237 Views

Last post by MGBMartin
Wed Nov 29, 2023 7:41 pm
Implications of Formulating a New S Corp

Last post by LotsaGray « Wed Nov 29, 2023 7:41 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by SteffanW » Tue Nov 28, 2023 7:31 pm » in Personal Finance (Not Investing)

10 Replies

695 Views

Last post by LotsaGray
Wed Nov 29, 2023 7:41 pm
The One-Fund Portfolio as a default suggestion

Last post by Arboecars « Wed Nov 29, 2023 7:40 pm
Posted in Investing - Theory, News & General
Replies: 778
by longinvest » Mon Aug 12, 2019 8:10 am » in Investing - Theory, News & General
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778 Replies

206061 Views

Last post by Arboecars
Wed Nov 29, 2023 7:40 pm
Personal print and use of laptop at work

Last post by Normchad « Wed Nov 29, 2023 7:40 pm
Posted in Personal Consumer Issues
Replies: 26
by mander75 » Tue Nov 28, 2023 8:27 pm » in Personal Consumer Issues

26 Replies

1948 Views

Last post by Normchad
Wed Nov 29, 2023 7:40 pm
Fitness assessment questions to ask myself and/or providers

Last post by Lynette « Wed Nov 29, 2023 7:38 pm
Posted in Personal Consumer Issues
Replies: 28
by PeninsulaPerson » Wed Nov 29, 2023 9:23 am » in Personal Consumer Issues

28 Replies

1271 Views

Last post by Lynette
Wed Nov 29, 2023 7:38 pm
New Set of Tires

Last post by TheRoundHeadedKid « Wed Nov 29, 2023 7:35 pm
Posted in Personal Consumer Issues
Replies: 39
by LaurenRose » Tue Nov 14, 2023 5:23 pm » in Personal Consumer Issues

39 Replies

2471 Views

Last post by TheRoundHeadedKid
Wed Nov 29, 2023 7:35 pm
401k to Roth IRA Conversion Concerns

Last post by Cah « Wed Nov 29, 2023 7:32 pm
Posted in Personal Investments
Replies: 13
by AbsoluteZero » Wed Nov 22, 2023 9:08 pm » in Personal Investments

13 Replies

1815 Views

Last post by Cah
Wed Nov 29, 2023 7:32 pm
What is my "true" wage income?

Last post by snowday2022 « Wed Nov 29, 2023 7:31 pm
Posted in Personal Finance (Not Investing)
Replies: 33
by CletusCaddy » Mon Nov 20, 2023 12:16 am » in Personal Finance (Not Investing)

33 Replies

3087 Views

Last post by snowday2022
Wed Nov 29, 2023 7:31 pm
What is Medicare Advantage "gotch ya!" ???

Last post by Rex66 « Wed Nov 29, 2023 7:31 pm
Posted in Personal Consumer Issues
Replies: 259
by Bill1207 » Sat Nov 11, 2023 3:48 pm » in Personal Consumer Issues
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259 Replies

20625 Views

Last post by Rex66
Wed Nov 29, 2023 7:31 pm
Purchasing MYGAs (multi year guaranteed annuities) - mega thread

Last post by Tuna1947 « Wed Nov 29, 2023 7:30 pm
Posted in Personal Investments
Replies: 1973
by Stinky » Thu Dec 31, 2020 6:46 am » in Personal Investments
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1973 Replies

228631 Views

Last post by Tuna1947
Wed Nov 29, 2023 7:30 pm
Getting first real "career" opportunity and will be traveling a lot for work. How should I prepare?

Last post by rockstar « Wed Nov 29, 2023 7:29 pm
Posted in Personal Consumer Issues
Replies: 24
by Randyman » Wed Nov 29, 2023 4:09 pm » in Personal Consumer Issues

24 Replies

955 Views

Last post by rockstar
Wed Nov 29, 2023 7:29 pm
What frugal thing did you do today?

Last post by TheRoundHeadedKid « Wed Nov 29, 2023 7:24 pm
Posted in Personal Consumer Issues
Replies: 4041
by Nectarineman » Sun Dec 24, 2017 11:05 am » in Personal Consumer Issues
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4041 Replies

479367 Views

Last post by TheRoundHeadedKid
Wed Nov 29, 2023 7:24 pm
Share your net worth progression

Last post by AnnetteLouisan « Wed Nov 29, 2023 7:23 pm
Posted in Personal Finance (Not Investing)
Replies: 3865
by techcrium » Tue May 13, 2014 10:14 am » in Personal Finance (Not Investing)
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3865 Replies

937016 Views

Last post by AnnetteLouisan
Wed Nov 29, 2023 7:23 pm
Mutual funds that beat index funds in the long run

Last post by Northern Flicker « Wed Nov 29, 2023 7:23 pm
Posted in Investing - Theory, News & General
Replies: 41
by ottoman_javier » Wed Nov 29, 2023 2:19 pm » in Investing - Theory, News & General

41 Replies

1664 Views

Last post by Northern Flicker
Wed Nov 29, 2023 7:23 pm
RMD Question

Last post by RyeBourbon « Wed Nov 29, 2023 7:22 pm
Posted in Personal Investments
Replies: 1
by LaramieWind » Wed Nov 29, 2023 7:15 pm » in Personal Investments

1 Replies

105 Views

Last post by RyeBourbon
Wed Nov 29, 2023 7:22 pm
Strange noise from car

Last post by Jack FFR1846 « Wed Nov 29, 2023 7:19 pm
Posted in Personal Consumer Issues
Replies: 3
by fsrph » Wed Nov 29, 2023 4:01 pm » in Personal Consumer Issues

3 Replies

297 Views

Last post by Jack FFR1846
Wed Nov 29, 2023 7:19 pm
TurboTax 2023 offer

Last post by jbowman « Wed Nov 29, 2023 7:19 pm
Posted in Personal Finance (Not Investing)
Replies: 131
by idenbglhd » Fri Nov 03, 2023 4:35 pm » in Personal Finance (Not Investing)
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131 Replies

16480 Views

Last post by jbowman
Wed Nov 29, 2023 7:19 pm
Taking Social Security at 62

Last post by grabiner « Wed Nov 29, 2023 7:19 pm
Posted in Investing - Theory, News & General
Replies: 590
by RetiredScientist » Sun Feb 13, 2022 10:41 am » in Investing - Theory, News & General
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590 Replies

69630 Views

Last post by grabiner
Wed Nov 29, 2023 7:19 pm
Fidelity as a one stop shop

Last post by occambogle « Wed Nov 29, 2023 7:16 pm
Posted in Personal Finance (Not Investing)
Replies: 5536
by BogleMelon » Sat Dec 15, 2018 8:33 pm » in Personal Finance (Not Investing)
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5536 Replies

778246 Views

Last post by occambogle
Wed Nov 29, 2023 7:16 pm
What does General Contractor Liability Insurance Cover

Last post by Parkinglotracer « Wed Nov 29, 2023 7:14 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by Bunty » Wed Nov 29, 2023 10:49 am » in Personal Finance (Not Investing)

1 Replies

167 Views

Last post by Parkinglotracer
Wed Nov 29, 2023 7:14 pm
I Bonds Mega Thread (I Bond Heads Rejoice!)

Last post by Eager for FIRE « Wed Nov 29, 2023 7:12 pm
Posted in Investing - Theory, News & General
Replies: 6116
by tomsense76 » Tue Apr 13, 2021 10:39 pm » in Investing - Theory, News & General
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6116 Replies

804219 Views

Last post by Eager for FIRE
Wed Nov 29, 2023 7:12 pm
Vanguard surrogate fund list - to help avoid creating a wash sale

Last post by grabiner « Wed Nov 29, 2023 7:11 pm
Posted in Investing - Theory, News & General
Replies: 8
by sycamore » Mon Oct 25, 2021 11:01 am » in Investing - Theory, News & General

8 Replies

1337 Views

Last post by grabiner
Wed Nov 29, 2023 7:11 pm
What does Schwab do better than Fidelity?

Last post by RetiredAL « Wed Nov 29, 2023 7:10 pm
Posted in Personal Finance (Not Investing)
Replies: 233
by FromAto401k » Sat Mar 25, 2023 10:05 am » in Personal Finance (Not Investing)
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233 Replies

31072 Views

Last post by RetiredAL
Wed Nov 29, 2023 7:10 pm
Please poke holes in our early retirement plan

Last post by NewParentFI « Wed Nov 29, 2023 7:07 pm
Posted in Personal Finance (Not Investing)
Replies: 25
by NewParentFI » Tue Nov 28, 2023 7:32 pm » in Personal Finance (Not Investing)

25 Replies

3218 Views

Last post by NewParentFI
Wed Nov 29, 2023 7:07 pm
Trading Treasuries (nominal and TIPS)

Last post by RyeBourbon « Wed Nov 29, 2023 7:06 pm
Posted in Investing - Theory, News & General
Replies: 3631
by Kevin M » Tue May 24, 2022 7:50 pm » in Investing - Theory, News & General
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3631 Replies

367731 Views

Last post by RyeBourbon
Wed Nov 29, 2023 7:06 pm
Requesting strategies in paying off loans....

Last post by Dottie57 « Wed Nov 29, 2023 7:05 pm
Posted in Personal Consumer Issues
Replies: 3
by Chesterfield » Wed Nov 29, 2023 1:18 pm » in Personal Consumer Issues

3 Replies

217 Views

Last post by Dottie57
Wed Nov 29, 2023 7:05 pm
Advice on investment for financial independence

Last post by Parkinglotracer « Wed Nov 29, 2023 7:04 pm
Posted in Non-US Investing
Replies: 1
by Roland Finch » Wed Nov 29, 2023 1:01 pm » in Non-US Investing

1 Replies

163 Views

Last post by Parkinglotracer
Wed Nov 29, 2023 7:04 pm
Vent over an oven range

Last post by MoreTaxes « Wed Nov 29, 2023 7:01 pm
Posted in Personal Consumer Issues
Replies: 23
by Finot3 » Wed Nov 29, 2023 1:06 pm » in Personal Consumer Issues

23 Replies

1092 Views

Last post by MoreTaxes
Wed Nov 29, 2023 7:01 pm
[Using PayPal to pay bills and earn 5% on credit cards]

Last post by TheRoundHeadedKid « Wed Nov 29, 2023 6:58 pm
Posted in Personal Finance (Not Investing)
Replies: 542
by jeffyscott » Mon Dec 13, 2021 7:06 am » in Personal Finance (Not Investing)
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542 Replies

71755 Views

Last post by TheRoundHeadedKid
Wed Nov 29, 2023 6:58 pm
Are there any downside to Vanguard Life Strategy funds

Last post by afr « Wed Nov 29, 2023 6:57 pm
Posted in Personal Investments
Replies: 70
by gavinsiu » Tue Nov 28, 2023 8:40 am » in Personal Investments
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70 Replies

4356 Views

Last post by afr
Wed Nov 29, 2023 6:57 pm
Fidelity 401k to Fidelity IRA Rollover

Last post by Dottie57 « Wed Nov 29, 2023 6:55 pm
Posted in Personal Investments
Replies: 18
by GG1273 » Mon Nov 27, 2023 9:49 am » in Personal Investments

18 Replies

1561 Views

Last post by Dottie57
Wed Nov 29, 2023 6:55 pm
Vanguard 2023 Year-end Capital Gains Distribution Estimates

Last post by sycamore « Wed Nov 29, 2023 6:50 pm
Posted in Investing - Theory, News & General
Replies: 31
by RickBoglehead » Tue Nov 14, 2023 10:56 am » in Investing - Theory, News & General

31 Replies

3826 Views

Last post by sycamore
Wed Nov 29, 2023 6:50 pm
Wash Sale Substantially Identical

Last post by alex_686 « Wed Nov 29, 2023 6:48 pm
Posted in Personal Investments
Replies: 18
by chr » Mon Nov 27, 2023 9:32 pm » in Personal Investments

18 Replies

1338 Views

Last post by alex_686
Wed Nov 29, 2023 6:48 pm
Student Loan Repayment

Last post by phobophobe « Wed Nov 29, 2023 6:44 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by phobophobe » Tue Nov 28, 2023 1:22 pm » in Personal Finance (Not Investing)

9 Replies

798 Views

Last post by phobophobe
Wed Nov 29, 2023 6:44 pm
Primer on Paying Taxes With a Credit Card

Last post by spammagnet « Wed Nov 29, 2023 6:43 pm
Posted in Personal Finance (Not Investing)
Replies: 702
by whodidntante » Sun Mar 24, 2019 4:50 pm » in Personal Finance (Not Investing)
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702 Replies

127731 Views

Last post by spammagnet
Wed Nov 29, 2023 6:43 pm
Discount for advertising = advertising expense?

Last post by Lee_WSP « Wed Nov 29, 2023 6:39 pm
Posted in Personal Investments
Replies: 2
by Raspberry-503 » Wed Nov 29, 2023 6:20 pm » in Personal Investments

2 Replies

122 Views

Last post by Lee_WSP
Wed Nov 29, 2023 6:39 pm
Penn Mutual “Accumulation Builder Choice Indexed Universal Life” policy

Last post by Stinky « Wed Nov 29, 2023 6:37 pm
Posted in Personal Finance (Not Investing)
Replies: 21
by popoki » Tue Nov 28, 2023 1:43 pm » in Personal Finance (Not Investing)

21 Replies

1288 Views

Last post by Stinky
Wed Nov 29, 2023 6:37 pm
Changing all Brokerage account numbers

Last post by Squirrel208 « Wed Nov 29, 2023 6:36 pm
Posted in Investing - Theory, News & General
Replies: 8
by dfin » Wed Nov 29, 2023 9:59 am » in Investing - Theory, News & General

8 Replies

671 Views

Last post by Squirrel208
Wed Nov 29, 2023 6:36 pm
No business class United flights with Sapphire Reserve points?

Last post by motiv8ed « Wed Nov 29, 2023 6:29 pm
Posted in Personal Consumer Issues
Replies: 10
by Tony-S » Sun Nov 26, 2023 10:24 am » in Personal Consumer Issues

10 Replies

1709 Views

Last post by motiv8ed
Wed Nov 29, 2023 6:29 pm
Portfolio Review 36yr old

Last post by Duckie « Wed Nov 29, 2023 6:27 pm
Posted in Personal Investments
Replies: 8
by Steve506 » Wed Nov 29, 2023 4:37 pm » in Personal Investments

8 Replies

526 Views

Last post by Duckie
Wed Nov 29, 2023 6:27 pm
Is it best to wait to rollover until your funds are all in the green?

Last post by delamer « Wed Nov 29, 2023 6:25 pm
Posted in Personal Investments
Replies: 6
by BizarroJerry » Wed Nov 29, 2023 6:14 pm » in Personal Investments

6 Replies

220 Views

Last post by delamer
Wed Nov 29, 2023 6:25 pm
Manual Dividend Reinvestments - VTI and VOO - Question

Last post by toddthebod « Wed Nov 29, 2023 6:25 pm
Posted in Personal Investments
Replies: 6
by mander75 » Wed Nov 29, 2023 5:03 pm » in Personal Investments

6 Replies

292 Views

Last post by toddthebod
Wed Nov 29, 2023 6:25 pm

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