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Total Portfolio Allocation and Withdrawal (TPAW)

Last post by bynomial « Tue Jan 21, 2025 6:32 am
Posted in Investing - Theory, News & General
Replies: 1310
by Ben Mathew » Mon Nov 30, 2020 8:39 pm » in Investing - Theory, News & General
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1310 Replies

333376 Views

Last post by bynomial
Tue Jan 21, 2025 6:32 am
?Feedback from my financial advisor?

Last post by livesoft « Tue Jan 21, 2025 6:31 am
Posted in Personal Investments
Replies: 2
by macinmoz » Mon Jan 20, 2025 11:20 pm » in Personal Investments

2 Replies

175 Views

Last post by livesoft
Tue Jan 21, 2025 6:31 am
Wife's New Trust Fund - Should I Protect My Assets Too?

Last post by inverter « Tue Jan 21, 2025 6:28 am
Posted in Personal Finance (Not Investing)
Replies: 56
by curiousgeorge15 » Sun Jan 19, 2025 11:22 am » in Personal Finance (Not Investing)
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56 Replies

6079 Views

Last post by inverter
Tue Jan 21, 2025 6:28 am
Help! I'm now a trustee and beneficiary of an irrevocable trust - what do I do next?

Last post by Chardo « Tue Jan 21, 2025 6:26 am
Posted in Personal Finance (Not Investing)
Replies: 9
by synapticgap5000 » Mon Jan 20, 2025 6:33 pm » in Personal Finance (Not Investing)

9 Replies

874 Views

Last post by Chardo
Tue Jan 21, 2025 6:26 am
[2023 Taxes] Vanguard U.S. government obligations income information

Last post by bondsr4me « Tue Jan 21, 2025 6:26 am
Posted in Investing - Theory, News & General
Replies: 14
by b4nash » Tue Jan 16, 2024 10:09 pm » in Investing - Theory, News & General

14 Replies

2183 Views

Last post by bondsr4me
Tue Jan 21, 2025 6:26 am
Bonds in 2022: are you scarred? (scaRRed, not scaRed)

Last post by jebmke « Tue Jan 21, 2025 6:25 am
Posted in Investing - Theory, News & General
Replies: 80
by gunny » Sun Jan 19, 2025 1:54 pm » in Investing - Theory, News & General
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80 Replies

4270 Views

Last post by jebmke
Tue Jan 21, 2025 6:25 am
Cash dividends vs Qualified dividends

Last post by livesoft « Tue Jan 21, 2025 6:24 am
Posted in Personal Investments
Replies: 3
by A440 » Tue Jan 21, 2025 6:18 am » in Personal Investments

3 Replies

130 Views

Last post by livesoft
Tue Jan 21, 2025 6:24 am
35 Year Olds - What asset allocation is best for the next 10 years?

Last post by dogagility « Tue Jan 21, 2025 6:24 am
Posted in Personal Investments
Replies: 6
by Kas3bla » Sun Jan 19, 2025 7:54 pm » in Personal Investments

6 Replies

1046 Views

Last post by dogagility
Tue Jan 21, 2025 6:24 am
help someone from CA travel from Baltimore to Savannah in May

Last post by VanGar+Goyle « Tue Jan 21, 2025 6:19 am
Posted in Personal Consumer Issues
Replies: 29
by lomarica01 » Sat Jan 18, 2025 10:12 am » in Personal Consumer Issues

29 Replies

1928 Views

Last post by VanGar+Goyle
Tue Jan 21, 2025 6:19 am
Delay some earnings to pursue my dream?

Last post by CloseEnough « Tue Jan 21, 2025 6:12 am
Posted in Personal Finance (Not Investing)
Replies: 18
by mermlund » Mon Jan 20, 2025 8:41 pm » in Personal Finance (Not Investing)

18 Replies

2056 Views

Last post by CloseEnough
Tue Jan 21, 2025 6:12 am
Setting up a 1099 or S-Corp business

Last post by AnEngineer « Tue Jan 21, 2025 6:08 am
Posted in Personal Finance (Not Investing)
Replies: 6
by Wannaretireearly » Sun Jan 19, 2025 10:20 am » in Personal Finance (Not Investing)

6 Replies

458 Views

Last post by AnEngineer
Tue Jan 21, 2025 6:08 am
Reimburse HSA and invest in brokerage for step-up basis inheritance?

Last post by dcabler « Tue Jan 21, 2025 6:08 am
Posted in Personal Finance (Not Investing)
Replies: 36
by Tom15452 » Fri Jan 17, 2025 12:25 pm » in Personal Finance (Not Investing)

36 Replies

2571 Views

Last post by dcabler
Tue Jan 21, 2025 6:08 am
Who are your must-read BH posters, and why

Last post by trickshot « Tue Jan 21, 2025 6:08 am
Posted in Investing - Theory, News & General
Replies: 94
by Rocinante Rider » Sun Jan 19, 2025 4:03 pm » in Investing - Theory, News & General
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94 Replies

6199 Views

Last post by trickshot
Tue Jan 21, 2025 6:08 am
Modeling School for Pre-teen in Washington State

Last post by hitchman « Tue Jan 21, 2025 6:07 am
Posted in Personal Consumer Issues
Replies: 17
by Cruise » Sun Jan 19, 2025 10:12 pm » in Personal Consumer Issues

17 Replies

1770 Views

Last post by hitchman
Tue Jan 21, 2025 6:07 am
Depositing checks to a trust account

Last post by snic « Tue Jan 21, 2025 6:07 am
Posted in Personal Finance (Not Investing)
Replies: 20
by snic » Sun Jan 19, 2025 6:17 pm » in Personal Finance (Not Investing)

20 Replies

1266 Views

Last post by snic
Tue Jan 21, 2025 6:07 am
Trying to get more return by taking more risk when stock market plunges

Last post by markjk « Tue Jan 21, 2025 6:05 am
Posted in Personal Investments
Replies: 14
by freshwater533 » Mon Jan 20, 2025 1:31 pm » in Personal Investments

14 Replies

1241 Views

Last post by markjk
Tue Jan 21, 2025 6:05 am
Stocks for the Long Run? Sometimes yes. Sometimes no.

Last post by Mr. Rumples « Tue Jan 21, 2025 6:03 am
Posted in Investing - Theory, News & General
Replies: 61
by McQ » Thu Nov 16, 2023 3:22 pm » in Investing - Theory, News & General
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61 Replies

21392 Views

Last post by Mr. Rumples
Tue Jan 21, 2025 6:03 am
Might need to replace car: are used Tesla's the value play right now?

Last post by z0r « Tue Jan 21, 2025 5:54 am
Posted in Personal Consumer Issues
Replies: 68
by MikeZ » Thu Feb 22, 2024 11:16 am » in Personal Consumer Issues
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68 Replies

11985 Views

Last post by z0r
Tue Jan 21, 2025 5:54 am
Does anyone use the Merton Share?

Last post by dcabler « Tue Jan 21, 2025 5:51 am
Posted in Personal Investments
Replies: 13
by DesertInvestor » Wed Dec 25, 2024 10:35 am » in Personal Investments

13 Replies

2165 Views

Last post by dcabler
Tue Jan 21, 2025 5:51 am
Gifting kids 2X19k plus 100k towards house purchase

Last post by cas « Tue Jan 21, 2025 5:45 am
Posted in Personal Finance (Not Investing)
Replies: 5
by Copernicus » Mon Jan 20, 2025 8:26 pm » in Personal Finance (Not Investing)

5 Replies

781 Views

Last post by cas
Tue Jan 21, 2025 5:45 am
Boosting UK Basic State Pension (catching up missing years)

Last post by seajay « Tue Jan 21, 2025 5:40 am
Posted in Non-US Investing
Replies: 32
by Valuethinker » Mon Apr 29, 2024 10:13 am » in Non-US Investing

32 Replies

7857 Views

Last post by seajay
Tue Jan 21, 2025 5:40 am
How do you utilize AI (artificial intelligence)?

Last post by hunoraut « Tue Jan 21, 2025 5:39 am
Posted in Personal Consumer Issues
Replies: 308
by tetractys » Mon Nov 13, 2023 11:14 pm » in Personal Consumer Issues
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308 Replies

35752 Views

Last post by hunoraut
Tue Jan 21, 2025 5:39 am
An Anecdotal Experience of Household Spending

Last post by oldcomputerguy « Tue Jan 21, 2025 5:31 am
Posted in Personal Finance (Not Investing)
Replies: 2
by EricGold » Mon Jan 20, 2025 8:08 pm » in Personal Finance (Not Investing)

2 Replies

666 Views

Last post by oldcomputerguy
Tue Jan 21, 2025 5:31 am
Ready to Go Solo: Transitioning from Buckingham to DIY Investing

Last post by dogagility « Tue Jan 21, 2025 5:29 am
Posted in Personal Investments
Replies: 7
by billted » Mon Jan 20, 2025 9:01 pm » in Personal Investments

7 Replies

508 Views

Last post by dogagility
Tue Jan 21, 2025 5:29 am
M1Platform

Last post by ClevrChico « Tue Jan 21, 2025 5:23 am
Posted in Investing - Theory, News & General
Replies: 15
by Kmakkiya » Mon Jan 20, 2025 12:03 pm » in Investing - Theory, News & General

15 Replies

964 Views

Last post by ClevrChico
Tue Jan 21, 2025 5:23 am
Car dealer prices, small vs. big towns

Last post by Vinny_in_NJ « Tue Jan 21, 2025 5:22 am
Posted in Personal Consumer Issues
Replies: 3
by psteinx » Tue Jan 21, 2025 1:45 am » in Personal Consumer Issues

3 Replies

550 Views

Last post by Vinny_in_NJ
Tue Jan 21, 2025 5:22 am
sanity check on a possible real estate investment

Last post by mchampse « Tue Jan 21, 2025 5:14 am
Posted in Personal Investments
Replies: 35
by Roothy » Mon Jan 20, 2025 1:43 pm » in Personal Investments

35 Replies

1790 Views

Last post by mchampse
Tue Jan 21, 2025 5:14 am
New 2025 Tesla Model Y

Last post by hunoraut « Tue Jan 21, 2025 5:08 am
Posted in Personal Consumer Issues
Replies: 29
by YeahBuddy » Sat Jan 11, 2025 4:24 am » in Personal Consumer Issues

29 Replies

3540 Views

Last post by hunoraut
Tue Jan 21, 2025 5:08 am
Personal Umbrella Premium up 150%

Last post by Swampy « Tue Jan 21, 2025 5:01 am
Posted in Personal Finance (Not Investing)
Replies: 6
by heallytim » Mon Jan 20, 2025 9:47 pm » in Personal Finance (Not Investing)

6 Replies

693 Views

Last post by Swampy
Tue Jan 21, 2025 5:01 am
Vendors for NAS hard drive

Last post by lthenderson « Tue Jan 21, 2025 4:52 am
Posted in Personal Consumer Issues
Replies: 9
by gavinsiu » Mon Jan 20, 2025 8:48 pm » in Personal Consumer Issues

9 Replies

574 Views

Last post by lthenderson
Tue Jan 21, 2025 4:52 am
[What TV Show Have You Recently Watched?]

Last post by jjunk « Tue Jan 21, 2025 4:52 am
Posted in Personal Consumer Issues
Replies: 6830
by dbCooperAir » Tue Jan 05, 2016 8:32 pm » in Personal Consumer Issues
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6830 Replies

873880 Views

Last post by jjunk
Tue Jan 21, 2025 4:52 am
Tax reporting on TIPS question. New Issue/Reopening at Auction vs. Secondary Market vs. Funds

Last post by nassau34 « Tue Jan 21, 2025 4:52 am
Posted in Personal Investments

by nassau34 » Tue Jan 21, 2025 4:52 am » in Personal Investments

0 Replies

93 Views

Last post by nassau34
Tue Jan 21, 2025 4:52 am
Mega Backdoor Roth 401k logistics with Empower

Last post by dalbright « Tue Jan 21, 2025 3:50 am
Posted in Personal Investments
Replies: 42
by username19215 » Wed Nov 22, 2023 6:49 pm » in Personal Investments

42 Replies

8548 Views

Last post by dalbright
Tue Jan 21, 2025 3:50 am
Closing down S Corp

Last post by doobiedoo « Tue Jan 21, 2025 3:40 am
Posted in Personal Finance (Not Investing)
Replies: 2
by Bunty » Mon Jan 20, 2025 9:00 pm » in Personal Finance (Not Investing)

2 Replies

364 Views

Last post by doobiedoo
Tue Jan 21, 2025 3:40 am
Struggling with limitied tax-advantaged space

Last post by BFRAME « Tue Jan 21, 2025 3:39 am
Posted in Personal Investments
Replies: 9
by BFRAME » Fri Jan 17, 2025 4:19 am » in Personal Investments

9 Replies

1262 Views

Last post by BFRAME
Tue Jan 21, 2025 3:39 am
HEPA Air Purifiers - how often to change filters

Last post by nalor511 « Tue Jan 21, 2025 2:47 am
Posted in Personal Consumer Issues
Replies: 14
by Caduceus » Sat Jan 11, 2025 9:14 pm » in Personal Consumer Issues

14 Replies

1269 Views

Last post by nalor511
Tue Jan 21, 2025 2:47 am
"Experts Forecast Stock and Bond Returns: 2025 Edition" - Christine Benz, Morningstar

Last post by Xexanoth « Tue Jan 21, 2025 2:40 am
Posted in Investing - Theory, News & General
Replies: 25
by Xexanoth » Sun Jan 19, 2025 2:00 pm » in Investing - Theory, News & General

25 Replies

3083 Views

Last post by Xexanoth
Tue Jan 21, 2025 2:40 am
Global Stock Bond portfolio with a “recession sensitive tilt”

Last post by Bogluigi « Tue Jan 21, 2025 2:37 am
Posted in Investing - Theory, News & General
Replies: 4
by TrustTheMarket » Mon Jan 20, 2025 11:40 am » in Investing - Theory, News & General

4 Replies

434 Views

Last post by Bogluigi
Tue Jan 21, 2025 2:37 am
Inherited spousal IRA and QCDs

Last post by celia « Tue Jan 21, 2025 2:13 am
Posted in Personal Investments
Replies: 5
by CedarWaxWing » Mon Jan 20, 2025 4:21 pm » in Personal Investments

5 Replies

440 Views

Last post by celia
Tue Jan 21, 2025 2:13 am
Switching to 100% stocks

Last post by rossington « Tue Jan 21, 2025 1:34 am
Posted in Personal Investments
Replies: 11
by geocache59 » Mon Jan 20, 2025 5:47 pm » in Personal Investments

11 Replies

1390 Views

Last post by rossington
Tue Jan 21, 2025 1:34 am
Fired Accountant. Saved $4000 doing taxes myself

Last post by enad « Tue Jan 21, 2025 1:25 am
Posted in Personal Finance (Not Investing)
Replies: 4
by optimize_daily » Sun Jan 19, 2025 10:09 pm » in Personal Finance (Not Investing)

4 Replies

1517 Views

Last post by enad
Tue Jan 21, 2025 1:25 am
Did I underestimate the power of pensions?

Last post by RL1013 « Tue Jan 21, 2025 1:18 am
Posted in Personal Finance (Not Investing)
Replies: 49
by RL1013 » Sat Jan 18, 2025 11:42 pm » in Personal Finance (Not Investing)

49 Replies

6483 Views

Last post by RL1013
Tue Jan 21, 2025 1:18 am
VGSH or rolling ladder of T-Bills?

Last post by rushrocker « Tue Jan 21, 2025 12:56 am
Posted in Investing - Theory, News & General
Replies: 49
by Richard1580 » Wed Jan 15, 2025 6:15 pm » in Investing - Theory, News & General

49 Replies

3983 Views

Last post by rushrocker
Tue Jan 21, 2025 12:56 am
Favorite financial tools?

Last post by ScubaHogg « Tue Jan 21, 2025 12:55 am
Posted in Personal Finance (Not Investing)
Replies: 24
by itnetpro » Fri Dec 27, 2024 4:00 pm » in Personal Finance (Not Investing)

24 Replies

2472 Views

Last post by ScubaHogg
Tue Jan 21, 2025 12:55 am
Are we done saving for college?

Last post by MoreTaxes « Tue Jan 21, 2025 12:21 am
Posted in Personal Investments
Replies: 153
by topofthebellcurve » Sun Jul 14, 2024 6:07 pm » in Personal Investments
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153 Replies

15845 Views

Last post by MoreTaxes
Tue Jan 21, 2025 12:21 am
Have any retirees here invested in TIAA traditional annuity? Any regrets?

Last post by 22twain « Tue Jan 21, 2025 12:12 am
Posted in Personal Investments
Replies: 21
by ultrastar » Mon Jan 20, 2025 2:14 pm » in Personal Investments

21 Replies

1281 Views

Last post by 22twain
Tue Jan 21, 2025 12:12 am
Bank of America/Merrill Edge - Preferred Rewards

Last post by MoreTaxes « Tue Jan 21, 2025 12:09 am
Posted in Personal Finance (Not Investing)
Replies: 8409
by navyitaly » Sun Nov 02, 2014 2:59 am » in Personal Finance (Not Investing)
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8409 Replies

1160047 Views

Last post by MoreTaxes
Tue Jan 21, 2025 12:09 am
Share your net worth progression

Last post by Atretes1 « Tue Jan 21, 2025 12:03 am
Posted in Personal Finance (Not Investing)
Replies: 4844
by techcrium » Tue May 13, 2014 10:14 am » in Personal Finance (Not Investing)
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4844 Replies

1290421 Views

Last post by Atretes1
Tue Jan 21, 2025 12:03 am
Portfolio Review for upcoming retirement and advice for simplification

Last post by Wannaretireearly « Mon Jan 20, 2025 11:57 pm
Posted in Personal Investments
Replies: 8
by SRM007 » Mon Jan 20, 2025 4:04 pm » in Personal Investments

8 Replies

798 Views

Last post by Wannaretireearly
Mon Jan 20, 2025 11:57 pm
TurboTax 2025 does not install on second computer

Last post by enad « Mon Jan 20, 2025 11:55 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by Copernicus » Mon Jan 20, 2025 10:38 pm » in Personal Finance (Not Investing)

2 Replies

355 Views

Last post by enad
Mon Jan 20, 2025 11:55 pm

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