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[Unwinding a complicated portfolio from our advisor]

Last post by Stinky « Fri Mar 21, 2025 4:02 pm
Posted in Personal Investments
Replies: 53
by Bogleway » Thu May 23, 2024 9:21 pm » in Personal Investments
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53 Replies

7740 Views

Last post by Stinky
Fri Mar 21, 2025 4:02 pm
SGOV or Similar ETF as a Settlement Account Alternative

Last post by EnjoyIt « Fri Mar 21, 2025 4:02 pm
Posted in Personal Finance (Not Investing)
Replies: 13
by drzzzzz » Fri Mar 21, 2025 9:45 am » in Personal Finance (Not Investing)

13 Replies

444 Views

Last post by EnjoyIt
Fri Mar 21, 2025 4:02 pm
Fixed Pension Decision

Last post by Carl53 « Fri Mar 21, 2025 4:02 pm
Posted in Personal Finance (Not Investing)
Replies: 35
by RobertFIRERetire » Sun Mar 16, 2025 5:56 pm » in Personal Finance (Not Investing)

35 Replies

1840 Views

Last post by Carl53
Fri Mar 21, 2025 4:02 pm
What are you listening to now

Last post by yankees60 « Fri Mar 21, 2025 4:00 pm
Posted in Personal Consumer Issues
Replies: 8676
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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8676 Replies

1119820 Views

Last post by yankees60
Fri Mar 21, 2025 4:00 pm
Storing electric Bikes in a high rise - fire risk?

Last post by Parkinglotracer « Fri Mar 21, 2025 4:00 pm
Posted in Personal Consumer Issues
Replies: 42
by Parkinglotracer » Tue Nov 22, 2022 1:26 am » in Personal Consumer Issues

42 Replies

4217 Views

Last post by Parkinglotracer
Fri Mar 21, 2025 4:00 pm
Automatic vs manual bill payments and investments

Last post by Vinny_in_NJ « Fri Mar 21, 2025 4:00 pm
Posted in Personal Investments
Replies: 16
by mander75 » Fri Mar 21, 2025 1:44 pm » in Personal Investments

16 Replies

338 Views

Last post by Vinny_in_NJ
Fri Mar 21, 2025 4:00 pm
When should DW file for SS spousal benefits?

Last post by Carl53 « Fri Mar 21, 2025 3:56 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by Pretzel lover » Fri Mar 21, 2025 11:51 am » in Personal Finance (Not Investing)

5 Replies

219 Views

Last post by Carl53
Fri Mar 21, 2025 3:56 pm
Decluttering -- scanning stuff

Last post by Mrs.Daisy « Fri Mar 21, 2025 3:56 pm
Posted in Personal Consumer Issues
Replies: 44
by anoop » Thu Mar 20, 2025 3:07 am » in Personal Consumer Issues

44 Replies

2197 Views

Last post by Mrs.Daisy
Fri Mar 21, 2025 3:56 pm
Requirements to document distributions from irrevocable trusts

Last post by typical.investor « Fri Mar 21, 2025 3:54 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by eukonomos » Fri Mar 21, 2025 9:59 am » in Personal Finance (Not Investing)

4 Replies

205 Views

Last post by typical.investor
Fri Mar 21, 2025 3:54 pm
Search engines and AI

Last post by inforapound « Fri Mar 21, 2025 3:53 pm
Posted in Investing - Theory, News & General
Replies: 6
by retiredjg » Fri Mar 21, 2025 3:11 pm » in Investing - Theory, News & General

6 Replies

148 Views

Last post by inforapound
Fri Mar 21, 2025 3:53 pm
Will I ever be able to afford this classic toy?

Last post by WhyNotUs « Fri Mar 21, 2025 3:52 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by austin757 » Fri Mar 21, 2025 2:11 pm » in Personal Finance (Not Investing)

8 Replies

385 Views

Last post by WhyNotUs
Fri Mar 21, 2025 3:52 pm
LG OLED streaming issues

Last post by bloom2708 « Fri Mar 21, 2025 3:51 pm
Posted in Personal Consumer Issues
Replies: 3
by retiringtype » Fri Mar 21, 2025 3:25 pm » in Personal Consumer Issues

3 Replies

87 Views

Last post by bloom2708
Fri Mar 21, 2025 3:51 pm
Best Way to Get $1 Million Check Into Brokerage

Last post by PaunchyPirate « Fri Mar 21, 2025 3:51 pm
Posted in Personal Finance (Not Investing)
Replies: 60
by tony17112acst » Wed Mar 19, 2025 2:34 pm » in Personal Finance (Not Investing)
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60 Replies

4465 Views

Last post by PaunchyPirate
Fri Mar 21, 2025 3:51 pm
Bogleheads Forum website running VERY slowly?

Last post by yankees60 « Fri Mar 21, 2025 3:50 pm
Posted in Forum Issues and Administration
Replies: 372
by Stinky » Thu Sep 05, 2024 7:25 am » in Forum Issues and Administration
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372 Replies

74546 Views

Last post by yankees60
Fri Mar 21, 2025 3:50 pm
Walmart & Amazon

Last post by yankees60 « Fri Mar 21, 2025 3:48 pm
Posted in Personal Consumer Issues
Replies: 63
by yankees60 » Sun Nov 17, 2024 9:23 am » in Personal Consumer Issues
1

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63 Replies

9471 Views

Last post by yankees60
Fri Mar 21, 2025 3:48 pm
Should my 18 year old with $0 income file taxes?

Last post by popoki « Fri Mar 21, 2025 3:45 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by flyingcows » Fri Mar 21, 2025 7:35 am » in Personal Finance (Not Investing)

14 Replies

837 Views

Last post by popoki
Fri Mar 21, 2025 3:45 pm
[What TV Show Have You Recently Watched?]

Last post by ruralavalon « Fri Mar 21, 2025 3:45 pm
Posted in Personal Consumer Issues
Replies: 7197
by dbCooperAir » Tue Jan 05, 2016 8:32 pm » in Personal Consumer Issues
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7197 Replies

1092521 Views

Last post by ruralavalon
Fri Mar 21, 2025 3:45 pm
Roth Conv. during career break at age 35?

Last post by retiredjg « Fri Mar 21, 2025 3:44 pm
Posted in Personal Investments
Replies: 10
by microphones » Thu Mar 20, 2025 10:52 am » in Personal Investments

10 Replies

845 Views

Last post by retiredjg
Fri Mar 21, 2025 3:44 pm
The Cheapest & Best Tax Prep Software for 2025: A Comparison Review

Last post by gips « Fri Mar 21, 2025 3:43 pm
Posted in Personal Finance (Not Investing)
Replies: 64
by yankees60 » Thu Jan 30, 2025 8:14 am » in Personal Finance (Not Investing)
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64 Replies

27977 Views

Last post by gips
Fri Mar 21, 2025 3:43 pm
Saving for a House Down Payment using CDs and I Bonds

Last post by blortchplop « Fri Mar 21, 2025 3:43 pm
Posted in Personal Investments
Replies: 10
by niner100 » Fri Mar 21, 2025 8:47 am » in Personal Investments

10 Replies

370 Views

Last post by blortchplop
Fri Mar 21, 2025 3:43 pm
Practical Advice on Helping People Unwind Awful IUL Policies?

Last post by Chardo « Fri Mar 21, 2025 3:40 pm
Posted in Investing - Theory, News & General
Replies: 10
by YoungSisyphus » Wed Mar 19, 2025 9:30 pm » in Investing - Theory, News & General

10 Replies

788 Views

Last post by Chardo
Fri Mar 21, 2025 3:40 pm
Chord Specialty Dental Partners Hack

Last post by stilllurking « Fri Mar 21, 2025 3:39 pm
Posted in Personal Consumer Issues

by stilllurking » Fri Mar 21, 2025 3:39 pm » in Personal Consumer Issues

0 Replies

46 Views

Last post by stilllurking
Fri Mar 21, 2025 3:39 pm
What Movie Have You Recently Watched?

Last post by ruralavalon « Fri Mar 21, 2025 3:36 pm
Posted in Personal Consumer Issues
Replies: 13259
by abuss368 » Sat Aug 30, 2014 3:35 pm » in Personal Consumer Issues
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13259 Replies

2664865 Views

Last post by ruralavalon
Fri Mar 21, 2025 3:36 pm
What AA rebalancing percentage do you use?

Last post by fireDE « Fri Mar 21, 2025 3:32 pm
Posted in Investing - Theory, News & General
Replies: 17
by goshenBogle » Wed Mar 12, 2025 6:15 am » in Investing - Theory, News & General

17 Replies

1435 Views

Last post by fireDE
Fri Mar 21, 2025 3:32 pm
BYD vs US/Euro Automakers

Last post by Admiral « Fri Mar 21, 2025 3:30 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by id0ntkn0wjack » Fri Mar 21, 2025 1:18 pm » in Personal Finance (Not Investing)

5 Replies

200 Views

Last post by Admiral
Fri Mar 21, 2025 3:30 pm
Struggling to prioritize mortgage vs investing

Last post by Minderbinder « Fri Mar 21, 2025 3:29 pm
Posted in Personal Finance (Not Investing)
Replies: 28
by Hjarnkirurgen » Wed Mar 19, 2025 7:02 pm » in Personal Finance (Not Investing)

28 Replies

1666 Views

Last post by Minderbinder
Fri Mar 21, 2025 3:29 pm
Help choosing Roth or TIRA considering MAGI prevents me from deducting TIRA contributions

Last post by Aguilar « Fri Mar 21, 2025 3:26 pm
Posted in Personal Investments
Replies: 17
by Aguilar » Thu Mar 20, 2025 11:32 am » in Personal Investments

17 Replies

432 Views

Last post by Aguilar
Fri Mar 21, 2025 3:26 pm
What fun car should I get in the $150k - $200k range?

Last post by delbcavista « Fri Mar 21, 2025 3:26 pm
Posted in Personal Consumer Issues
Replies: 512
by ElBarto » Sat Jun 06, 2020 1:04 pm » in Personal Consumer Issues
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512 Replies

52610 Views

Last post by delbcavista
Fri Mar 21, 2025 3:26 pm
CPA filling out Form 8606 correctly?

Last post by MarkNYC « Fri Mar 21, 2025 3:25 pm
Posted in Personal Finance (Not Investing)
Replies: 18
by KFBR392 » Fri Mar 21, 2025 11:34 am » in Personal Finance (Not Investing)

18 Replies

507 Views

Last post by MarkNYC
Fri Mar 21, 2025 3:25 pm
At what point do you get rid of your refrigerator?

Last post by delbcavista « Fri Mar 21, 2025 3:24 pm
Posted in Personal Consumer Issues
Replies: 20
by facundo » Fri Mar 21, 2025 12:23 pm » in Personal Consumer Issues

20 Replies

614 Views

Last post by delbcavista
Fri Mar 21, 2025 3:24 pm
Already retired and worried

Last post by dad2000 « Fri Mar 21, 2025 3:23 pm
Posted in Personal Investments
Replies: 13
by FromScratch » Fri Mar 21, 2025 11:44 am » in Personal Investments

13 Replies

1029 Views

Last post by dad2000
Fri Mar 21, 2025 3:23 pm
Music Lovers - what are your favorite keys?

Last post by 3cat « Fri Mar 21, 2025 3:21 pm
Posted in Personal Consumer Issues
Replies: 43
by LilyFleur » Thu Mar 20, 2025 12:11 pm » in Personal Consumer Issues

43 Replies

1375 Views

Last post by 3cat
Fri Mar 21, 2025 3:21 pm
Muni Fund Investments

Last post by thenow « Fri Mar 21, 2025 3:17 pm
Posted in Personal Investments
Replies: 4
by Gwingert » Fri Mar 21, 2025 12:00 pm » in Personal Investments

4 Replies

214 Views

Last post by thenow
Fri Mar 21, 2025 3:17 pm
Drop Uninsured Motorist Coverage?

Last post by turtlebug « Fri Mar 21, 2025 3:17 pm
Posted in Personal Finance (Not Investing)
Replies: 25
by winski58 » Fri Mar 21, 2025 5:08 am » in Personal Finance (Not Investing)

25 Replies

1264 Views

Last post by turtlebug
Fri Mar 21, 2025 3:17 pm
Fidelity restricts me despite DPOA

Last post by snic « Fri Mar 21, 2025 3:15 pm
Posted in Personal Investments
Replies: 27
by CosmoK » Thu Mar 13, 2025 3:23 pm » in Personal Investments

27 Replies

2686 Views

Last post by snic
Fri Mar 21, 2025 3:15 pm
Paper Shredder issue

Last post by Onlineid3089 « Fri Mar 21, 2025 3:15 pm
Posted in Personal Consumer Issues
Replies: 28
by gavinsiu » Wed Mar 19, 2025 10:11 am » in Personal Consumer Issues

28 Replies

1493 Views

Last post by Onlineid3089
Fri Mar 21, 2025 3:15 pm
US Bank 4% Smartly Visa Credit Card

Last post by Lastrun « Fri Mar 21, 2025 3:14 pm
Posted in Personal Finance (Not Investing)
Replies: 2281
by Bosro » Thu Sep 05, 2024 3:35 pm » in Personal Finance (Not Investing)
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2281 Replies

346935 Views

Last post by Lastrun
Fri Mar 21, 2025 3:14 pm
Keeping Vanguard account as Non resident Alien

Last post by harvardbmw « Fri Mar 21, 2025 3:14 pm
Posted in Non-US Investing
Replies: 107
by saroop » Tue Dec 17, 2019 8:19 pm » in Non-US Investing
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107 Replies

35261 Views

Last post by harvardbmw
Fri Mar 21, 2025 3:14 pm
[Vanguard will prepare Solo 401(k) 5500-EZ Form for Ascensus clients]

Last post by morgen « Fri Mar 21, 2025 3:14 pm
Posted in Personal Finance (Not Investing)
Replies: 21
by keyfort » Mon Feb 24, 2025 12:36 pm » in Personal Finance (Not Investing)

21 Replies

1669 Views

Last post by morgen
Fri Mar 21, 2025 3:14 pm
Does anyone prefer sedans or wagons over crossovers anymore?

Last post by Charon « Fri Mar 21, 2025 3:11 pm
Posted in Personal Consumer Issues
Replies: 180
by SeattleLaw » Fri Mar 14, 2025 8:14 pm » in Personal Consumer Issues
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180 Replies

9102 Views

Last post by Charon
Fri Mar 21, 2025 3:11 pm
Please review my portfolio. Thanks!

Last post by DawgMD « Fri Mar 21, 2025 3:08 pm
Posted in Personal Investments
Replies: 11
by DawgMD » Thu Mar 20, 2025 2:13 pm » in Personal Investments

11 Replies

989 Views

Last post by DawgMD
Fri Mar 21, 2025 3:08 pm
Soon to Inherit large sum $ ... Tax Treatment?

Last post by increment « Fri Mar 21, 2025 3:06 pm
Posted in Personal Finance (Not Investing)
Replies: 13
by cobra911 » Fri Mar 21, 2025 2:22 pm » in Personal Finance (Not Investing)

13 Replies

434 Views

Last post by increment
Fri Mar 21, 2025 3:06 pm
Should 1099-Rs be filed by Jan 31st?

Last post by toddthebod « Fri Mar 21, 2025 3:06 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by worthit » Fri Mar 21, 2025 3:01 pm » in Personal Finance (Not Investing)

1 Replies

51 Views

Last post by toddthebod
Fri Mar 21, 2025 3:06 pm
Safest Browser on M4 iMac

Last post by euroswiss « Fri Mar 21, 2025 3:05 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by anonenigma » Fri Mar 21, 2025 12:13 pm » in Personal Finance (Not Investing)

7 Replies

353 Views

Last post by euroswiss
Fri Mar 21, 2025 3:05 pm
Choosing between GPU

Last post by Vinny_in_NJ « Fri Mar 21, 2025 3:04 pm
Posted in Personal Consumer Issues
Replies: 4
by Caduceus » Fri Mar 21, 2025 2:08 pm » in Personal Consumer Issues

4 Replies

145 Views

Last post by Vinny_in_NJ
Fri Mar 21, 2025 3:04 pm
Authenticator app versus 2 factor authentication? Advise safety?

Last post by CenTexan « Fri Mar 21, 2025 3:03 pm
Posted in Personal Consumer Issues
Replies: 14
by thenow » Fri Mar 21, 2025 10:45 am » in Personal Consumer Issues

14 Replies

522 Views

Last post by CenTexan
Fri Mar 21, 2025 3:03 pm
Anyone use LPL financial?

Last post by tibbitts « Fri Mar 21, 2025 2:58 pm
Posted in Personal Investments
Replies: 52
by Silas » Tue Mar 07, 2017 9:17 am » in Personal Investments
1

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52 Replies

22071 Views

Last post by tibbitts
Fri Mar 21, 2025 2:58 pm
Facing Device Addiction and Avoiding Doomscrolling

Last post by tab13 « Fri Mar 21, 2025 2:56 pm
Posted in Personal Consumer Issues
Replies: 31
by CambridgeMARenter » Wed Mar 19, 2025 10:23 am » in Personal Consumer Issues

31 Replies

2453 Views

Last post by tab13
Fri Mar 21, 2025 2:56 pm
What do Fidelity branch offices do anyway?

Last post by eastcoastinvestor « Fri Mar 21, 2025 2:54 pm
Posted in Personal Investments
Replies: 52
by Tdubs » Sun Jun 25, 2023 6:26 am » in Personal Investments
1

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52 Replies

7971 Views

Last post by eastcoastinvestor
Fri Mar 21, 2025 2:54 pm
IRMAA and sale of rental property

Last post by Artsdoctor « Fri Mar 21, 2025 2:50 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by Stoic9 » Fri Mar 21, 2025 1:30 pm » in Personal Finance (Not Investing)

2 Replies

129 Views

Last post by Artsdoctor
Fri Mar 21, 2025 2:50 pm

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