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Should I name beneficiaries on accounts if I have a revocable trust?

Last post by toddthebod « Tue Sep 10, 2024 1:09 pm
Posted in Personal Finance (Not Investing)
Replies: 17
by protagonist » Mon Sep 09, 2024 10:25 am » in Personal Finance (Not Investing)

17 Replies

853 Views

Last post by toddthebod
Tue Sep 10, 2024 1:09 pm
What Movie Have You Recently Watched?

Last post by bongo « Tue Sep 10, 2024 1:06 pm
Posted in Personal Consumer Issues
Replies: 11862
by abuss368 » Sat Aug 30, 2014 3:35 pm » in Personal Consumer Issues
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11862 Replies

2259082 Views

Last post by bongo
Tue Sep 10, 2024 1:06 pm
Does naming beneficiaries keep assets out of probate?

Last post by Dottie57 « Tue Sep 10, 2024 1:04 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by Myopic squirrel » Tue Sep 10, 2024 12:18 pm » in Personal Finance (Not Investing)

5 Replies

255 Views

Last post by Dottie57
Tue Sep 10, 2024 1:04 pm
International ETF/Fund selection and placement to minimize tax implications in 37% bracket?

Last post by livesoft « Tue Sep 10, 2024 1:04 pm
Posted in Personal Investments
Replies: 7
by NYCaviator » Tue Sep 10, 2024 9:23 am » in Personal Investments

7 Replies

230 Views

Last post by livesoft
Tue Sep 10, 2024 1:04 pm
Yet another crawl space humidity question

Last post by edgeagg « Tue Sep 10, 2024 1:04 pm
Posted in Personal Consumer Issues

by edgeagg » Tue Sep 10, 2024 1:04 pm » in Personal Consumer Issues

0 Replies

20 Views

Last post by edgeagg
Tue Sep 10, 2024 1:04 pm
What's Your Credit Card Rewards Strategy?

Last post by JackoC « Tue Sep 10, 2024 1:04 pm
Posted in Personal Finance (Not Investing)
Replies: 7452
by guitarguy » Wed May 25, 2016 10:15 am » in Personal Finance (Not Investing)
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7452 Replies

1512128 Views

Last post by JackoC
Tue Sep 10, 2024 1:04 pm
Beneficial Owner Information reporting (BOI) - LLC and s corp owners

Last post by AnswerMan « Tue Sep 10, 2024 1:03 pm
Posted in Personal Finance (Not Investing)
Replies: 39
by SWYK » Fri Dec 22, 2023 12:41 am » in Personal Finance (Not Investing)

39 Replies

4955 Views

Last post by AnswerMan
Tue Sep 10, 2024 1:03 pm
Please help, not sure what I'm doing

Last post by bonesly « Tue Sep 10, 2024 1:03 pm
Posted in Personal Investments
Replies: 21
by retired_dmn » Mon Sep 09, 2024 11:24 am » in Personal Investments

21 Replies

2333 Views

Last post by bonesly
Tue Sep 10, 2024 1:03 pm
Minimizing taxes on private equity sale

Last post by Twink « Tue Sep 10, 2024 12:58 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by Twink » Mon Sep 09, 2024 4:10 pm » in Personal Finance (Not Investing)

4 Replies

287 Views

Last post by Twink
Tue Sep 10, 2024 12:58 pm
What are you listening to now

Last post by Nicolas « Tue Sep 10, 2024 12:56 pm
Posted in Personal Consumer Issues
Replies: 6697
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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6697 Replies

788855 Views

Last post by Nicolas
Tue Sep 10, 2024 12:56 pm
Bonus for transfer of 401k accounts to tIRA accounts

Last post by retired@50 « Tue Sep 10, 2024 12:56 pm
Posted in Personal Investments
Replies: 11
by micron » Mon Sep 09, 2024 4:11 pm » in Personal Investments

11 Replies

557 Views

Last post by retired@50
Tue Sep 10, 2024 12:56 pm
Laid off today, what should I be thinking about?

Last post by celia « Tue Sep 10, 2024 12:56 pm
Posted in Personal Finance (Not Investing)
Replies: 54
by jjunk » Mon Sep 09, 2024 2:42 pm » in Personal Finance (Not Investing)
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54 Replies

4519 Views

Last post by celia
Tue Sep 10, 2024 12:56 pm
Biking from Bolzano, Italy to Prague, Czech, Republic and back (third installment)

Last post by InvisibleAerobar « Tue Sep 10, 2024 12:56 pm
Posted in Personal Consumer Issues
Replies: 14
by Raybo » Wed Aug 28, 2024 10:48 pm » in Personal Consumer Issues

14 Replies

3814 Views

Last post by InvisibleAerobar
Tue Sep 10, 2024 12:56 pm
Retiring in 6 months (off TSLA options); Plan Review; 08/24 Update - NVDA All-In

Last post by jarjarM « Tue Sep 10, 2024 12:53 pm
Posted in Personal Investments
Replies: 698
by roguewarrior0 » Thu Feb 11, 2021 1:35 pm » in Personal Investments
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698 Replies

163729 Views

Last post by jarjarM
Tue Sep 10, 2024 12:53 pm
The Final, Definitive Thread on Brokerage Transfer Bonuses

Last post by need403bhelp « Tue Sep 10, 2024 12:49 pm
Posted in Investing - Theory, News & General
Replies: 8913
by Earl Lemongrab » Fri Aug 05, 2016 8:07 pm » in Investing - Theory, News & General
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8913 Replies

1663727 Views

Last post by need403bhelp
Tue Sep 10, 2024 12:49 pm
Retiree Portfolio Model

Last post by silent cal « Tue Sep 10, 2024 12:48 pm
Posted in Personal Finance (Not Investing)
Replies: 1897
by BigFoot48 » Thu May 31, 2012 7:13 pm » in Personal Finance (Not Investing)
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1897 Replies

597874 Views

Last post by silent cal
Tue Sep 10, 2024 12:48 pm
Going to a 100% Stock Asset Allocation Due to Nice Pension - Anyone else doing this?

Last post by Retirement Nerd « Tue Sep 10, 2024 12:43 pm
Posted in Personal Investments
Replies: 81
by MrCheapo » Sun Sep 08, 2024 1:01 pm » in Personal Investments
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81 Replies

5611 Views

Last post by Retirement Nerd
Tue Sep 10, 2024 12:43 pm
Capital One lawsuit re: online tracking and how much is true

Last post by roamingzebra « Tue Sep 10, 2024 12:42 pm
Posted in Personal Consumer Issues

by roamingzebra » Tue Sep 10, 2024 12:42 pm » in Personal Consumer Issues

0 Replies

88 Views

Last post by roamingzebra
Tue Sep 10, 2024 12:42 pm
Just for fun, what single stock do you think will see huge growth

Last post by TheDoctor91 « Tue Sep 10, 2024 12:41 pm
Posted in Investing - Theory, News & General
Replies: 206
by anthonypals » Sat Aug 26, 2023 5:09 pm » in Investing - Theory, News & General
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206 Replies

33731 Views

Last post by TheDoctor91
Tue Sep 10, 2024 12:41 pm
Is A Three Bucket Really A Two Bucket

Last post by breakfastinbed « Tue Sep 10, 2024 12:40 pm
Posted in Personal Investments
Replies: 17
by Front Toward Enemy » Mon Sep 09, 2024 10:04 am » in Personal Investments

17 Replies

1533 Views

Last post by breakfastinbed
Tue Sep 10, 2024 12:40 pm
New $500k portfolio

Last post by Div-Farmer « Tue Sep 10, 2024 12:39 pm
Posted in Personal Investments
Replies: 29
by kaktusUSA » Sat Sep 07, 2024 9:35 pm » in Personal Investments

29 Replies

2856 Views

Last post by Div-Farmer
Tue Sep 10, 2024 12:39 pm
Reco for an article: Japan's economic crash in the 1990s

Last post by jarjarM « Tue Sep 10, 2024 12:38 pm
Posted in Personal Investments
Replies: 1
by consinv » Tue Sep 10, 2024 12:27 pm » in Personal Investments

1 Replies

65 Views

Last post by jarjarM
Tue Sep 10, 2024 12:38 pm
Post-NAR Settlement Buyer Commission Megathread [National Association of Realtors]

Last post by 557880yvi « Tue Sep 10, 2024 12:36 pm
Posted in Personal Finance (Not Investing)
Replies: 232
by stan1 » Fri Aug 16, 2024 11:34 am » in Personal Finance (Not Investing)
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232 Replies

18404 Views

Last post by 557880yvi
Tue Sep 10, 2024 12:36 pm
Beginner investor

Last post by Sandtrap « Tue Sep 10, 2024 12:36 pm
Posted in Personal Investments
Replies: 5
by Brilee2818 » Tue Sep 10, 2024 12:00 pm » in Personal Investments

5 Replies

138 Views

Last post by Sandtrap
Tue Sep 10, 2024 12:36 pm
HEDGEFUNDIE's excellent adventure Part II: The next journey

Last post by JackoC « Tue Sep 10, 2024 12:35 pm
Posted in Investing - Theory, News & General
Replies: 14433
by HEDGEFUNDIE » Sun Aug 11, 2019 9:41 pm » in Investing - Theory, News & General
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14433 Replies

2112425 Views

Last post by JackoC
Tue Sep 10, 2024 12:35 pm
60/40 too risky for 73 year old

Last post by Tatala « Tue Sep 10, 2024 12:34 pm
Posted in Personal Investments
Replies: 34
by Tatala » Mon Sep 09, 2024 7:10 pm » in Personal Investments

34 Replies

3233 Views

Last post by Tatala
Tue Sep 10, 2024 12:34 pm
Latest Roth conversion paper

Last post by Buzzman « Tue Sep 10, 2024 12:32 pm
Posted in Investing - Theory, News & General
Replies: 110
by McQ » Wed Sep 04, 2024 10:59 pm » in Investing - Theory, News & General
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110 Replies

9913 Views

Last post by Buzzman
Tue Sep 10, 2024 12:32 pm
getting a gift over IRS limit

Last post by detroitbabu « Tue Sep 10, 2024 12:29 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by ann_l » Tue Sep 10, 2024 11:07 am » in Personal Finance (Not Investing)

9 Replies

483 Views

Last post by detroitbabu
Tue Sep 10, 2024 12:29 pm
my experience so far setting up Fidelity CMA

Last post by anon_investor « Tue Sep 10, 2024 12:27 pm
Posted in Personal Investments
Replies: 65
by syc » Tue May 07, 2024 6:15 pm » in Personal Investments
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65 Replies

10171 Views

Last post by anon_investor
Tue Sep 10, 2024 12:27 pm
x-ray interpretation service

Last post by clip651 « Tue Sep 10, 2024 12:27 pm
Posted in Personal Consumer Issues
Replies: 31
by popoki » Sat Sep 07, 2024 5:31 pm » in Personal Consumer Issues

31 Replies

2190 Views

Last post by clip651
Tue Sep 10, 2024 12:27 pm
marital trust - why is it the exemption amount ?

Last post by toddthebod « Tue Sep 10, 2024 12:26 pm
Posted in Personal Finance (Not Investing)
Replies: 52
by skeptical » Sat Sep 07, 2024 3:28 pm » in Personal Finance (Not Investing)
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52 Replies

2474 Views

Last post by toddthebod
Tue Sep 10, 2024 12:26 pm
whole life - cash out or still hold as investment

Last post by exodusNH « Tue Sep 10, 2024 12:25 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by ps56k » Tue Sep 10, 2024 11:20 am » in Personal Finance (Not Investing)

3 Replies

124 Views

Last post by exodusNH
Tue Sep 10, 2024 12:25 pm
529 When Invoiced in Year following Incurred Expense

Last post by toddthebod « Tue Sep 10, 2024 12:24 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by basicbrewing » Tue Sep 10, 2024 8:32 am » in Personal Finance (Not Investing)

7 Replies

372 Views

Last post by toddthebod
Tue Sep 10, 2024 12:24 pm
How to calculate Churning w/ VTSAX and a few other noob questions

Last post by suemarkp « Tue Sep 10, 2024 12:22 pm
Posted in Personal Investments
Replies: 57
by bobsmith » Tue Aug 27, 2024 2:56 pm » in Personal Investments
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57 Replies

3869 Views

Last post by suemarkp
Tue Sep 10, 2024 12:22 pm
When to refinance our mortgage; and how often?

Last post by rockstar « Tue Sep 10, 2024 12:21 pm
Posted in Personal Finance (Not Investing)
Replies: 16
by InvisibleAerobar » Fri Sep 06, 2024 4:00 pm » in Personal Finance (Not Investing)

16 Replies

1518 Views

Last post by rockstar
Tue Sep 10, 2024 12:21 pm
My bond portfolio is a "zoo with too many animals"!

Last post by Alex GR « Tue Sep 10, 2024 12:17 pm
Posted in Personal Investments
Replies: 15
by Alex GR » Mon Sep 09, 2024 1:14 pm » in Personal Investments

15 Replies

1047 Views

Last post by Alex GR
Tue Sep 10, 2024 12:17 pm
Upgrade to Windows 11 ?

Last post by Claudia Whitten « Tue Sep 10, 2024 12:17 pm
Posted in Personal Consumer Issues
Replies: 51
by Rajsx » Sat Jul 20, 2024 7:25 pm » in Personal Consumer Issues
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51 Replies

5874 Views

Last post by Claudia Whitten
Tue Sep 10, 2024 12:17 pm
Rebalancing and Tax Implications

Last post by RWB63 « Tue Sep 10, 2024 12:16 pm
Posted in Personal Investments
Replies: 8
by RWB63 » Tue Sep 10, 2024 10:43 am » in Personal Investments

8 Replies

225 Views

Last post by RWB63
Tue Sep 10, 2024 12:16 pm
Bonds funds vs rolling bond ladders: How much difference is there?

Last post by Doc « Tue Sep 10, 2024 12:16 pm
Posted in Investing - Theory, News & General
Replies: 95
by StillGoing » Mon Sep 02, 2024 1:44 am » in Investing - Theory, News & General
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95 Replies

12248 Views

Last post by Doc
Tue Sep 10, 2024 12:16 pm
Can I use AOTC for my daughter's nursing school?

Last post by toddthebod « Tue Sep 10, 2024 12:14 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by privateID » Tue Sep 10, 2024 9:45 am » in Personal Finance (Not Investing)

3 Replies

244 Views

Last post by toddthebod
Tue Sep 10, 2024 12:14 pm
Fidelity plan-to-plan rollover issue

Last post by afan « Tue Sep 10, 2024 12:10 pm
Posted in Personal Investments
Replies: 9
by phoroner » Mon Sep 09, 2024 10:43 pm » in Personal Investments

9 Replies

532 Views

Last post by afan
Tue Sep 10, 2024 12:10 pm
choosing a part D Medicare plan?

Last post by Northern Flicker « Tue Sep 10, 2024 12:08 pm
Posted in Personal Finance (Not Investing)
Replies: 30
by miket29 » Tue Apr 16, 2024 4:00 pm » in Personal Finance (Not Investing)

30 Replies

2729 Views

Last post by Northern Flicker
Tue Sep 10, 2024 12:08 pm
Vanguard Personal Advisor-new service?

Last post by Infomom2 « Tue Sep 10, 2024 12:04 pm
Posted in Personal Investments

by Infomom2 » Tue Sep 10, 2024 12:04 pm » in Personal Investments

0 Replies

94 Views

Last post by Infomom2
Tue Sep 10, 2024 12:04 pm
Early Retirement Withdrawal Strategy

Last post by filbert « Tue Sep 10, 2024 12:03 pm
Posted in Personal Investments
Replies: 30
by filbert » Sun Sep 01, 2024 9:30 pm » in Personal Investments

30 Replies

6660 Views

Last post by filbert
Tue Sep 10, 2024 12:03 pm
Probability distribution graph on Google sheets

Last post by JMACatfish « Tue Sep 10, 2024 12:02 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by J295 » Mon Sep 09, 2024 12:34 pm » in Personal Finance (Not Investing)

3 Replies

276 Views

Last post by JMACatfish
Tue Sep 10, 2024 12:02 pm
Money is no longer the problem…

Last post by an_asker « Tue Sep 10, 2024 11:59 am
Posted in Personal Consumer Issues
Replies: 103
by Wannaretireearly » Tue Aug 27, 2024 8:41 am » in Personal Consumer Issues
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103 Replies

18690 Views

Last post by an_asker
Tue Sep 10, 2024 11:59 am
Boglehead "stars" in latest Consumer Reports

Last post by ObliviousInvestor « Tue Sep 10, 2024 11:59 am
Posted in Investing - Theory, News & General
Replies: 10
by bad1bill » Mon Sep 09, 2024 8:48 am » in Investing - Theory, News & General

10 Replies

2462 Views

Last post by ObliviousInvestor
Tue Sep 10, 2024 11:59 am
The New 60/40

Last post by Northern Flicker « Tue Sep 10, 2024 11:59 am
Posted in Investing - Theory, News & General
Replies: 23
by betablocker » Mon Sep 09, 2024 5:46 pm » in Investing - Theory, News & General

23 Replies

1865 Views

Last post by Northern Flicker
Tue Sep 10, 2024 11:59 am
Asset allocation approaching retirement

Last post by gavinsiu « Tue Sep 10, 2024 11:57 am
Posted in Investing - Theory, News & General
Replies: 10
by Atticus713 » Mon Sep 09, 2024 8:55 pm » in Investing - Theory, News & General

10 Replies

811 Views

Last post by gavinsiu
Tue Sep 10, 2024 11:57 am
Worldwide version of NTSX on the way [RSSB new global return stacking ETF]

Last post by Chocolatebar « Tue Sep 10, 2024 11:54 am
Posted in Investing - Theory, News & General
Replies: 84
by Phyneas » Mon Feb 13, 2023 12:28 pm » in Investing - Theory, News & General
1

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84 Replies

17149 Views

Last post by Chocolatebar
Tue Sep 10, 2024 11:54 am

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