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Fidelity pitching moving everything under management

Last post by jmac312 « Fri Dec 06, 2024 10:29 am
Posted in Personal Investments
Replies: 18
by jmac312 » Thu Dec 05, 2024 12:13 pm » in Personal Investments

18 Replies

1517 Views

Last post by jmac312
Fri Dec 06, 2024 10:29 am
Medigap 2025

Last post by beyou « Fri Dec 06, 2024 10:26 am
Posted in Personal Finance (Not Investing)
Replies: 44
by Tom_T » Tue Oct 15, 2024 5:00 am » in Personal Finance (Not Investing)

44 Replies

3447 Views

Last post by beyou
Fri Dec 06, 2024 10:26 am
Teacher 10 year check up ( NYS)

Last post by lakpr « Fri Dec 06, 2024 10:26 am
Posted in Personal Investments
Replies: 63
by BashDash » Tue Oct 08, 2024 1:54 pm » in Personal Investments
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63 Replies

4191 Views

Last post by lakpr
Fri Dec 06, 2024 10:26 am
100% VOO or VTI?

Last post by Hot Sauce « Fri Dec 06, 2024 10:26 am
Posted in Personal Investments
Replies: 13
by Colind1030 » Thu Dec 05, 2024 7:58 pm » in Personal Investments

13 Replies

1085 Views

Last post by Hot Sauce
Fri Dec 06, 2024 10:26 am
Everybody Loves FRED - by keeping it real, unless it's nominal

Last post by user9532 « Fri Dec 06, 2024 10:24 am
Posted in Investing - Theory, News & General
Replies: 1
by bobcat2 » Fri Dec 06, 2024 10:00 am » in Investing - Theory, News & General

1 Replies

111 Views

Last post by user9532
Fri Dec 06, 2024 10:24 am
RMD taxes not withheld properly for MIL

Last post by corn18 « Fri Dec 06, 2024 10:24 am
Posted in Personal Finance (Not Investing)
Replies: 23
by corn18 » Mon Nov 25, 2024 9:01 am » in Personal Finance (Not Investing)

23 Replies

904 Views

Last post by corn18
Fri Dec 06, 2024 10:24 am
QCD's at 70 ½ before RMD's begin

Last post by Rd123123 « Fri Dec 06, 2024 10:23 am
Posted in Personal Finance (Not Investing)
Replies: 26
by ZIP2C » Tue Nov 05, 2024 11:21 am » in Personal Finance (Not Investing)

26 Replies

1414 Views

Last post by Rd123123
Fri Dec 06, 2024 10:23 am
US Bank 4% Smartly Visa Credit Card

Last post by bople « Fri Dec 06, 2024 10:23 am
Posted in Personal Finance (Not Investing)
Replies: 1007
by Bosro » Thu Sep 05, 2024 3:35 pm » in Personal Finance (Not Investing)
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1007 Replies

88215 Views

Last post by bople
Fri Dec 06, 2024 10:23 am
Do you keep hard copies of your account statements?

Last post by jebmke « Fri Dec 06, 2024 10:23 am
Posted in Personal Finance (Not Investing)
Replies: 63
by elliott1234 » Thu Dec 05, 2024 8:46 am » in Personal Finance (Not Investing)
1

2
63 Replies

2683 Views

Last post by jebmke
Fri Dec 06, 2024 10:23 am
How does it work when one spouse needs full-time memory care?

Last post by HomerJ « Fri Dec 06, 2024 10:23 am
Posted in Personal Finance (Not Investing)
Replies: 20
by HomerJ » Wed Dec 04, 2024 2:39 pm » in Personal Finance (Not Investing)

20 Replies

2115 Views

Last post by HomerJ
Fri Dec 06, 2024 10:23 am
How Do Brokerages Price Municipal Bond Holdings?

Last post by beyou « Fri Dec 06, 2024 10:22 am
Posted in Personal Investments
Replies: 4
by jameskay » Thu Dec 05, 2024 11:58 am » in Personal Investments

4 Replies

178 Views

Last post by beyou
Fri Dec 06, 2024 10:22 am
Redirecting dividends to individual stocks

Last post by Hyperchicken « Fri Dec 06, 2024 10:21 am
Posted in Personal Investments
Replies: 5
by bugleheadd » Fri Dec 06, 2024 10:09 am » in Personal Investments

5 Replies

107 Views

Last post by Hyperchicken
Fri Dec 06, 2024 10:21 am
What Book Are You Currently Reading? Part VI

Last post by TBillT « Fri Dec 06, 2024 10:19 am
Posted in Personal Consumer Issues
Replies: 8384
by Alex Frakt » Mon Sep 22, 2014 11:14 am » in Personal Consumer Issues
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8384 Replies

1884631 Views

Last post by TBillT
Fri Dec 06, 2024 10:19 am
has anyone used the indirect rollover @Vanguard

Last post by capran « Fri Dec 06, 2024 10:19 am
Posted in Personal Finance (Not Investing)
Replies: 75
by capran » Wed Nov 27, 2024 11:25 am » in Personal Finance (Not Investing)
1

2
75 Replies

3399 Views

Last post by capran
Fri Dec 06, 2024 10:19 am
Roth conversion in up market?

Last post by tonyclifton « Fri Dec 06, 2024 10:18 am
Posted in Personal Investments
Replies: 14
by papiper » Fri Dec 06, 2024 7:21 am » in Personal Investments

14 Replies

546 Views

Last post by tonyclifton
Fri Dec 06, 2024 10:18 am
Different SWR for Taxable vs IRA, Bengen

Last post by Leesbro63 « Fri Dec 06, 2024 10:18 am
Posted in Investing - Theory, News & General
Replies: 6
by Leesbro63 » Fri Dec 06, 2024 8:33 am » in Investing - Theory, News & General

6 Replies

179 Views

Last post by Leesbro63
Fri Dec 06, 2024 10:18 am
Shiller PE now near 37 - 3rd highest ever

Last post by Circle the Wagons « Fri Dec 06, 2024 10:17 am
Posted in Investing - Theory, News & General
Replies: 447
by RationalWalk » Wed Oct 02, 2024 5:01 pm » in Investing - Theory, News & General
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447 Replies

41484 Views

Last post by Circle the Wagons
Fri Dec 06, 2024 10:17 am
From what source should I pull $100k?

Last post by Rob Bertram « Fri Dec 06, 2024 10:17 am
Posted in Personal Finance (Not Investing)
Replies: 13
by daheld » Fri Dec 06, 2024 9:17 am » in Personal Finance (Not Investing)

13 Replies

362 Views

Last post by Rob Bertram
Fri Dec 06, 2024 10:17 am
Selling Advice

Last post by livesoft « Fri Dec 06, 2024 10:17 am
Posted in Personal Investments
Replies: 4
by dickeyriverbed » Fri Dec 06, 2024 9:35 am » in Personal Investments

4 Replies

140 Views

Last post by livesoft
Fri Dec 06, 2024 10:17 am
Emailed Vanguard Proxy Vote Request Legitimate?

Last post by Kenkat « Fri Dec 06, 2024 10:16 am
Posted in Personal Consumer Issues
Replies: 14
by NDHawkFan » Wed Dec 04, 2024 1:18 pm » in Personal Consumer Issues

14 Replies

1049 Views

Last post by Kenkat
Fri Dec 06, 2024 10:16 am
Can we retire and travel?

Last post by MathWizard « Fri Dec 06, 2024 10:16 am
Posted in Personal Investments
Replies: 18
by TimeMan » Thu Dec 05, 2024 8:35 pm » in Personal Investments

18 Replies

1745 Views

Last post by MathWizard
Fri Dec 06, 2024 10:16 am
Might be getting fired, what do do between now and then, and after?

Last post by hammockhiker « Fri Dec 06, 2024 10:15 am
Posted in Personal Finance (Not Investing)
Replies: 21
by GetItRight » Fri Dec 06, 2024 12:31 am » in Personal Finance (Not Investing)

21 Replies

1570 Views

Last post by hammockhiker
Fri Dec 06, 2024 10:15 am
Wells Fargo Preferred L (WFC.PR.L) - Too Good To Be True?

Last post by rockstar « Fri Dec 06, 2024 10:15 am
Posted in Personal Investments
Replies: 18
by JazzTime » Thu Dec 05, 2024 1:15 pm » in Personal Investments

18 Replies

942 Views

Last post by rockstar
Fri Dec 06, 2024 10:15 am
Market Timing…Has Cost Investors Dearly [WSJ]

Last post by JazzTime « Fri Dec 06, 2024 10:15 am
Posted in Investing - Theory, News & General
Replies: 3
by quadog » Thu Dec 05, 2024 2:06 pm » in Investing - Theory, News & General

3 Replies

632 Views

Last post by JazzTime
Fri Dec 06, 2024 10:15 am
Roth conversion or not

Last post by steadyosmosis « Fri Dec 06, 2024 10:14 am
Posted in Personal Investments
Replies: 2
by drspine » Fri Dec 06, 2024 9:42 am » in Personal Investments

2 Replies

108 Views

Last post by steadyosmosis
Fri Dec 06, 2024 10:14 am
Which method of withdraw rate is gear toward maximizing withdraw

Last post by nisiprius « Fri Dec 06, 2024 10:13 am
Posted in Personal Finance (Not Investing)
Replies: 4
by gavinsiu » Thu Dec 05, 2024 10:32 pm » in Personal Finance (Not Investing)

4 Replies

262 Views

Last post by nisiprius
Fri Dec 06, 2024 10:13 am
How would inflation impact Treasury nominals and TIPS?

Last post by rockstar « Fri Dec 06, 2024 10:12 am
Posted in Investing - Theory, News & General
Replies: 12
by tcrez » Thu Dec 05, 2024 6:24 pm » in Investing - Theory, News & General

12 Replies

529 Views

Last post by rockstar
Fri Dec 06, 2024 10:12 am
Solo 40(k) with catch up limits

Last post by MP123 « Fri Dec 06, 2024 10:12 am
Posted in Personal Investments
Replies: 3
by MN Finance » Thu Dec 05, 2024 3:35 pm » in Personal Investments

3 Replies

242 Views

Last post by MP123
Fri Dec 06, 2024 10:12 am
Allocation of Cash Strategy

Last post by lakpr « Fri Dec 06, 2024 10:11 am
Posted in Personal Investments
Replies: 25
by socialforums2019 » Thu Dec 05, 2024 7:42 am » in Personal Investments

25 Replies

1220 Views

Last post by lakpr
Fri Dec 06, 2024 10:11 am
Medicare Part D $2000 Cap Help

Last post by MtnBiker « Fri Dec 06, 2024 10:09 am
Posted in Personal Finance (Not Investing)
Replies: 4
by LadyDay18 » Thu Dec 05, 2024 8:36 pm » in Personal Finance (Not Investing)

4 Replies

395 Views

Last post by MtnBiker
Fri Dec 06, 2024 10:09 am
Extended warranty on new car - worth it?

Last post by Onlineid3089 « Fri Dec 06, 2024 10:09 am
Posted in Personal Finance (Not Investing)
Replies: 26
by JeanM » Thu Dec 05, 2024 9:11 pm » in Personal Finance (Not Investing)

26 Replies

907 Views

Last post by Onlineid3089
Fri Dec 06, 2024 10:09 am
Help with Pro Rata Mistake in 2022

Last post by Alan S. « Fri Dec 06, 2024 10:09 am
Posted in Personal Finance (Not Investing)
Replies: 3
by cmm852 » Thu Dec 05, 2024 12:45 pm » in Personal Finance (Not Investing)

3 Replies

267 Views

Last post by Alan S.
Fri Dec 06, 2024 10:09 am
Is there a preferred time of day, or day for trading?

Last post by steadyosmosis « Fri Dec 06, 2024 10:07 am
Posted in Investing - Theory, News & General
Replies: 10
by Solidman » Fri Dec 06, 2024 9:10 am » in Investing - Theory, News & General

10 Replies

284 Views

Last post by steadyosmosis
Fri Dec 06, 2024 10:07 am
Anyone retired early?

Last post by Wash.Invest « Fri Dec 06, 2024 10:06 am
Posted in Personal Finance (Not Investing)
Replies: 72
by alex123711 » Wed Dec 04, 2024 6:34 am » in Personal Finance (Not Investing)
1

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72 Replies

6051 Views

Last post by Wash.Invest
Fri Dec 06, 2024 10:06 am
Schwab Transfer of Assests Charitable Gift

Last post by Rd123123 « Fri Dec 06, 2024 10:05 am
Posted in Personal Finance (Not Investing)
Replies: 4
by A440 » Sun Sep 22, 2024 6:16 am » in Personal Finance (Not Investing)

4 Replies

365 Views

Last post by Rd123123
Fri Dec 06, 2024 10:05 am
Does anyone else hold REIT VGSLX in their Roth IRA?

Last post by Yvy « Fri Dec 06, 2024 10:03 am
Posted in Personal Investments
Replies: 5
by henry001 » Thu Dec 05, 2024 11:36 am » in Personal Investments

5 Replies

280 Views

Last post by Yvy
Fri Dec 06, 2024 10:03 am
What are you listening to now

Last post by Doom&Gloom « Fri Dec 06, 2024 10:02 am
Posted in Personal Consumer Issues
Replies: 7565
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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7565 Replies

844110 Views

Last post by Doom&Gloom
Fri Dec 06, 2024 10:02 am
60-days dividend rule (December Purchase)

Last post by grabiner « Fri Dec 06, 2024 9:55 am
Posted in Investing - Theory, News & General
Replies: 8
by S_Track » Fri Mar 01, 2024 6:52 pm » in Investing - Theory, News & General

8 Replies

1405 Views

Last post by grabiner
Fri Dec 06, 2024 9:55 am
Modified versions of HFEA with ITT and Futures / Lifecycle Investing with Modern Portfolio Theory

Last post by klaus14 « Fri Dec 06, 2024 9:55 am
Posted in Investing - Theory, News & General
Replies: 3277
by skierincolorado » Fri Sep 03, 2021 10:27 pm » in Investing - Theory, News & General
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3277 Replies

766469 Views

Last post by klaus14
Fri Dec 06, 2024 9:55 am
30y Bond instead of bond mutual fund

Last post by dbr « Fri Dec 06, 2024 9:54 am
Posted in Personal Investments
Replies: 40
by gg13 » Wed Nov 27, 2024 8:58 am » in Personal Investments

40 Replies

2233 Views

Last post by dbr
Fri Dec 06, 2024 9:54 am
Charitable Remainder Trusts

Last post by RationalWalk « Fri Dec 06, 2024 9:54 am
Posted in Personal Finance (Not Investing)

by RationalWalk » Fri Dec 06, 2024 9:54 am » in Personal Finance (Not Investing)

0 Replies

32 Views

Last post by RationalWalk
Fri Dec 06, 2024 9:54 am
Balanced fund?

Last post by zincTwo « Fri Dec 06, 2024 9:50 am
Posted in Personal Investments
Replies: 18
by Napa Car Guy » Fri Dec 29, 2023 1:19 pm » in Personal Investments

18 Replies

3637 Views

Last post by zincTwo
Fri Dec 06, 2024 9:50 am
Deciding btwn battery-operated vs gas-fed dual stage snowblower

Last post by smitcat « Fri Dec 06, 2024 9:49 am
Posted in Personal Consumer Issues
Replies: 33
by InvisibleAerobar » Wed Dec 04, 2024 11:54 am » in Personal Consumer Issues

33 Replies

1117 Views

Last post by smitcat
Fri Dec 06, 2024 9:49 am
Do Catastrophic LTCi policies exist

Last post by stan1 « Fri Dec 06, 2024 9:47 am
Posted in Personal Finance (Not Investing)
Replies: 28
by ichee_marone » Thu Dec 05, 2024 2:50 pm » in Personal Finance (Not Investing)

28 Replies

977 Views

Last post by stan1
Fri Dec 06, 2024 9:47 am
[Attempt to reduce IRMAA with Form SSA-44 refused - What can I do?]

Last post by SuzBanyan « Fri Dec 06, 2024 9:46 am
Posted in Personal Finance (Not Investing)
Replies: 8
by DonInLA » Thu Dec 05, 2024 5:18 pm » in Personal Finance (Not Investing)

8 Replies

490 Views

Last post by SuzBanyan
Fri Dec 06, 2024 9:46 am
How do you ACTUALLY gift appreciated shares to your children

Last post by BD w/ Kung-Fu Grip « Fri Dec 06, 2024 9:44 am
Posted in Personal Finance (Not Investing)
Replies: 51
by flyingaway » Thu Dec 01, 2022 1:37 pm » in Personal Finance (Not Investing)
1

2
51 Replies

5532 Views

Last post by BD w/ Kung-Fu Grip
Fri Dec 06, 2024 9:44 am
Is it worth paying insurance on shipping?

Last post by IowaFarmBoy « Fri Dec 06, 2024 9:43 am
Posted in Personal Finance (Not Investing)
Replies: 3
by north2016 » Fri Dec 06, 2024 7:01 am » in Personal Finance (Not Investing)

3 Replies

188 Views

Last post by IowaFarmBoy
Fri Dec 06, 2024 9:43 am
TIPS ladder when have “enough”

Last post by Hayden « Fri Dec 06, 2024 9:43 am
Posted in Personal Investments
Replies: 38
by Hayden » Sun Dec 01, 2024 1:43 pm » in Personal Investments

38 Replies

3935 Views

Last post by Hayden
Fri Dec 06, 2024 9:43 am
Roth IRA 2025

Last post by retired@50 « Fri Dec 06, 2024 9:43 am
Posted in Personal Investments
Replies: 4
by tommywallin » Fri Dec 06, 2024 8:59 am » in Personal Investments

4 Replies

194 Views

Last post by retired@50
Fri Dec 06, 2024 9:43 am
Did My Fidelity Rep Fire Me?

Last post by MrBobcat « Fri Dec 06, 2024 9:42 am
Posted in Personal Investments
Replies: 29
by AllMostThere » Thu Dec 05, 2024 4:37 am » in Personal Investments

29 Replies

3152 Views

Last post by MrBobcat
Fri Dec 06, 2024 9:42 am

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