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Tax responsibility for a trust

Last post by Lee_WSP « Sun Jun 04, 2023 4:54 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by metalworking » Sun Jun 04, 2023 3:31 pm » in Personal Finance (Not Investing)

4 Replies

197 Views

Last post by Lee_WSP
Sun Jun 04, 2023 4:54 pm
Do fund-of-funds TLH internally?

Last post by grabiner « Sun Jun 04, 2023 4:54 pm
Posted in Personal Investments
Replies: 31
by CarefullyCarele$$ » Sat Jun 03, 2023 4:14 pm » in Personal Investments

31 Replies

1121 Views

Last post by grabiner
Sun Jun 04, 2023 4:54 pm
Planning for parent's retirement health coverage

Last post by HomeStretch « Sun Jun 04, 2023 4:53 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by johnaltabc » Sun Jun 04, 2023 12:41 pm » in Personal Finance (Not Investing)

14 Replies

505 Views

Last post by HomeStretch
Sun Jun 04, 2023 4:53 pm
How many Retirees 65 y/o PLUS are going into Retirement with 70% - 80% PLUS in STOCKS??

Last post by Tdubs « Sun Jun 04, 2023 4:52 pm
Posted in Personal Investments
Replies: 12
by mholdi1540 » Sun Jun 04, 2023 12:52 pm » in Personal Investments

12 Replies

872 Views

Last post by Tdubs
Sun Jun 04, 2023 4:52 pm
Small business LLC in Texas for access to PPOs in early retirement

Last post by ktdintex « Sun Jun 04, 2023 4:50 pm
Posted in Personal Finance (Not Investing)
Replies: 19
by inception » Sun Jun 04, 2023 9:22 am » in Personal Finance (Not Investing)

19 Replies

666 Views

Last post by ktdintex
Sun Jun 04, 2023 4:50 pm
Why hold bonds in retirement account when I can just hold MUNI's in brokerage?

Last post by grabiner « Sun Jun 04, 2023 4:49 pm
Posted in Personal Investments
Replies: 11
by andysnp » Fri Jun 02, 2023 3:16 pm » in Personal Investments

11 Replies

1061 Views

Last post by grabiner
Sun Jun 04, 2023 4:49 pm
How much down payment?

Last post by iamspartacus « Sun Jun 04, 2023 4:47 pm
Posted in Personal Finance (Not Investing)
Replies: 16
by iamspartacus » Wed May 31, 2023 10:14 pm » in Personal Finance (Not Investing)

16 Replies

1421 Views

Last post by iamspartacus
Sun Jun 04, 2023 4:47 pm
Is the S&P 500 still diversified?

Last post by km91 « Sun Jun 04, 2023 4:47 pm
Posted in Investing - Theory, News & General
Replies: 70
by stocknoob4111 » Sat Jun 03, 2023 7:24 pm » in Investing - Theory, News & General
1

2
70 Replies

3491 Views

Last post by km91
Sun Jun 04, 2023 4:47 pm
Portfolio allocation, or: what did I do wrong

Last post by TedSwippet « Sun Jun 04, 2023 4:46 pm
Posted in Non-US Investing
Replies: 1
by bloodymeli » Sun Jun 04, 2023 4:22 pm » in Non-US Investing

1 Replies

79 Views

Last post by TedSwippet
Sun Jun 04, 2023 4:46 pm
Can you give examples where tax bracket will be higher in retirement then in 40's age?

Last post by Wwwdotcom « Sun Jun 04, 2023 4:45 pm
Posted in Personal Investments
Replies: 10
by andysnp » Sun Jun 04, 2023 1:49 pm » in Personal Investments

10 Replies

813 Views

Last post by Wwwdotcom
Sun Jun 04, 2023 4:45 pm
Help With Projecting Growth of Social Security Benefit at Age 70

Last post by David Jay « Sun Jun 04, 2023 4:45 pm
Posted in Personal Finance (Not Investing)
Replies: 20
by careerdata » Sun Jun 04, 2023 12:35 pm » in Personal Finance (Not Investing)

20 Replies

721 Views

Last post by David Jay
Sun Jun 04, 2023 4:45 pm
What to do with an old (but great) kitchen

Last post by Kenkat « Sun Jun 04, 2023 4:43 pm
Posted in Personal Consumer Issues
Replies: 8
by Deighve » Sun Jun 04, 2023 4:15 pm » in Personal Consumer Issues

8 Replies

259 Views

Last post by Kenkat
Sun Jun 04, 2023 4:43 pm
Manager leaving - How to convince boss' boss and others that I am the right replacement

Last post by saagar_is_cool « Sun Jun 04, 2023 4:40 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by saagar_is_cool » Sun Jun 04, 2023 2:54 pm » in Personal Finance (Not Investing)

10 Replies

408 Views

Last post by saagar_is_cool
Sun Jun 04, 2023 4:40 pm
Bank of America/Merrill Edge - Preferred Rewards

Last post by radiowave « Sun Jun 04, 2023 4:39 pm
Posted in Personal Finance (Not Investing)
Replies: 5272
by navyitaly » Sun Nov 02, 2014 2:59 am » in Personal Finance (Not Investing)
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5272 Replies

594654 Views

Last post by radiowave
Sun Jun 04, 2023 4:39 pm
Don't Store Significant Amounts of Cash in Payment App Accounts

Last post by furwut « Sun Jun 04, 2023 4:38 pm
Posted in Personal Finance (Not Investing)
Replies: 25
by Northern Flicker » Sat Jun 03, 2023 6:51 pm » in Personal Finance (Not Investing)

25 Replies

2446 Views

Last post by furwut
Sun Jun 04, 2023 4:38 pm
Is there a retirement savings "crunch time"- and are we in it??

Last post by Pinotage « Sun Jun 04, 2023 4:35 pm
Posted in Personal Investments
Replies: 36
by Pinotage » Sat Jun 06, 2020 6:39 am » in Personal Investments

36 Replies

5332 Views

Last post by Pinotage
Sun Jun 04, 2023 4:35 pm
Can you pay a Vanguard IRA account fee with Vanguard taxable account funds?

Last post by Makefile « Sun Jun 04, 2023 4:33 pm
Posted in Personal Investments
Replies: 2
by water2357 » Sat Jun 03, 2023 9:28 pm » in Personal Investments

2 Replies

257 Views

Last post by Makefile
Sun Jun 04, 2023 4:33 pm
Beginner please help!

Last post by lakpr « Sun Jun 04, 2023 4:32 pm
Posted in Personal Investments
Replies: 10
by Chris333 » Sun Jun 04, 2023 1:45 am » in Personal Investments

10 Replies

638 Views

Last post by lakpr
Sun Jun 04, 2023 4:32 pm
Is it true that first 10% of reaching a goal is the hardest?

Last post by jeremy12 « Sun Jun 04, 2023 4:32 pm
Posted in Personal Finance (Not Investing)
Replies: 19
by investor_power » Sat Jun 03, 2023 5:18 pm » in Personal Finance (Not Investing)

19 Replies

1682 Views

Last post by jeremy12
Sun Jun 04, 2023 4:32 pm
Do I really need supplemental disability insurance?

Last post by fabdog « Sun Jun 04, 2023 4:31 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by NashTransplant » Sun Jun 04, 2023 1:19 pm » in Personal Finance (Not Investing)

4 Replies

212 Views

Last post by fabdog
Sun Jun 04, 2023 4:31 pm
Career Change - Architecture or Construction Management

Last post by will86 « Sun Jun 04, 2023 4:28 pm
Posted in Personal Finance (Not Investing)
Replies: 11
by allones » Sun Jun 04, 2023 11:38 am » in Personal Finance (Not Investing)

11 Replies

515 Views

Last post by will86
Sun Jun 04, 2023 4:28 pm
SPIAs - how come they haven't changed?

Last post by ScubaHogg « Sun Jun 04, 2023 4:28 pm
Posted in Investing - Theory, News & General
Replies: 97
by HomerJ » Tue May 30, 2023 10:43 am » in Investing - Theory, News & General
1

2
97 Replies

6028 Views

Last post by ScubaHogg
Sun Jun 04, 2023 4:28 pm
AQR warning: time to rotate to International?

Last post by JoMoney « Sun Jun 04, 2023 4:28 pm
Posted in Investing - Theory, News & General
Replies: 18
by steve321 » Sun Jun 04, 2023 8:37 am » in Investing - Theory, News & General

18 Replies

1277 Views

Last post by JoMoney
Sun Jun 04, 2023 4:28 pm
Independent Financial Advisor or Brokerage House Wealth Management

Last post by retiredjg « Sun Jun 04, 2023 4:27 pm
Posted in Personal Investments
Replies: 23
by Kiko » Tue May 30, 2023 9:31 am » in Personal Investments

23 Replies

1601 Views

Last post by retiredjg
Sun Jun 04, 2023 4:27 pm
POD Beneficiary signature rejected after passing

Last post by nonnie « Sun Jun 04, 2023 4:26 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by Mike14 » Sun Jun 04, 2023 2:51 pm » in Personal Finance (Not Investing)

9 Replies

483 Views

Last post by nonnie
Sun Jun 04, 2023 4:26 pm
What do you do on holidays/ time off?

Last post by dukeblue219 « Sun Jun 04, 2023 4:26 pm
Posted in Personal Finance (Not Investing)
Replies: 70
by alex123711 » Tue May 30, 2023 9:09 am » in Personal Finance (Not Investing)
1

2
70 Replies

4775 Views

Last post by dukeblue219
Sun Jun 04, 2023 4:26 pm
Advice on Large Cap Value/Growth Funds

Last post by grabiner « Sun Jun 04, 2023 4:25 pm
Posted in Personal Investments
Replies: 11
by RetireGood » Sat Jun 03, 2023 1:04 am » in Personal Investments

11 Replies

1038 Views

Last post by grabiner
Sun Jun 04, 2023 4:25 pm
VTSAX tracking error?

Last post by km91 « Sun Jun 04, 2023 4:21 pm
Posted in Investing - Theory, News & General
Replies: 2
by nyejos11 » Sun Jun 04, 2023 4:09 pm » in Investing - Theory, News & General

2 Replies

141 Views

Last post by km91
Sun Jun 04, 2023 4:21 pm
Banking: Chase, Wells Fargo, or BoA?

Last post by BolderBoy « Sun Jun 04, 2023 4:18 pm
Posted in Personal Finance (Not Investing)
Replies: 47
by SeattleLaw » Thu Jun 01, 2023 2:31 pm » in Personal Finance (Not Investing)

47 Replies

3075 Views

Last post by BolderBoy
Sun Jun 04, 2023 4:18 pm
Brokerage Account - Rebalancing

Last post by livesoft « Sun Jun 04, 2023 4:16 pm
Posted in Personal Investments
Replies: 2
by sundartrajan » Sun Jun 04, 2023 11:32 am » in Personal Investments

2 Replies

142 Views

Last post by livesoft
Sun Jun 04, 2023 4:16 pm
Cliff Asness on bonds and stock telling a different story

Last post by alluringreality « Sun Jun 04, 2023 4:12 pm
Posted in Investing - Theory, News & General
Replies: 79
by steve321 » Fri Jun 02, 2023 9:33 am » in Investing - Theory, News & General
1

2
79 Replies

5187 Views

Last post by alluringreality
Sun Jun 04, 2023 4:12 pm
Which Merrill Edge money market fund to use?

Last post by careerdata « Sun Jun 04, 2023 4:04 pm
Posted in Personal Investments
Replies: 26
by Laundry_Service » Thu Jan 16, 2020 7:22 am » in Personal Investments

26 Replies

8552 Views

Last post by careerdata
Sun Jun 04, 2023 4:04 pm
So what are you cooking

Last post by LadyGeek « Sun Jun 04, 2023 4:02 pm
Posted in Personal Consumer Issues
Replies: 863
by Skeeter1 » Sat Mar 21, 2020 2:23 pm » in Personal Consumer Issues
1

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14

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18
863 Replies

84604 Views

Last post by LadyGeek
Sun Jun 04, 2023 4:02 pm
Mortgage vs 10 year bond (spread)

Last post by martincmartin « Sun Jun 04, 2023 4:01 pm
Posted in Investing - Theory, News & General
Replies: 7
by grouponde2000 » Sat Jun 03, 2023 10:38 pm » in Investing - Theory, News & General

7 Replies

627 Views

Last post by martincmartin
Sun Jun 04, 2023 4:01 pm
Too much business with one bank?

Last post by Jimbo Moneybags « Sun Jun 04, 2023 3:59 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by MtnTravel » Sat Jun 03, 2023 6:20 pm » in Personal Finance (Not Investing)

10 Replies

944 Views

Last post by Jimbo Moneybags
Sun Jun 04, 2023 3:59 pm
Financial Review for FI in 5-10 years

Last post by stan1 « Sun Jun 04, 2023 3:56 pm
Posted in Personal Investments
Replies: 9
by Jsdi7873hd » Sun Jun 04, 2023 10:00 am » in Personal Investments

9 Replies

631 Views

Last post by stan1
Sun Jun 04, 2023 3:56 pm
Where to invest all my savings for retirement?

Last post by Beensabu « Sun Jun 04, 2023 3:55 pm
Posted in Personal Investments
Replies: 6
by iginv » Sun Jun 04, 2023 2:18 pm » in Personal Investments

6 Replies

410 Views

Last post by Beensabu
Sun Jun 04, 2023 3:55 pm
Ford EVs (and other EVs?) switching to Tesla chargers

Last post by FoolStreet « Sun Jun 04, 2023 3:54 pm
Posted in Personal Consumer Issues
Replies: 31
by harikaried » Thu May 25, 2023 6:04 pm » in Personal Consumer Issues

31 Replies

4365 Views

Last post by FoolStreet
Sun Jun 04, 2023 3:54 pm
Munich in July

Last post by stan1 « Sun Jun 04, 2023 3:54 pm
Posted in Personal Consumer Issues
Replies: 8
by WHB3 » Sun Jun 04, 2023 2:43 pm » in Personal Consumer Issues

8 Replies

284 Views

Last post by stan1
Sun Jun 04, 2023 3:54 pm
Adjustment exception question about IRS form 1116, Foreign Tax credit

Last post by grabiner « Sun Jun 04, 2023 3:54 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by spottedtiles » Sun Jun 04, 2023 8:58 am » in Personal Finance (Not Investing)

1 Replies

128 Views

Last post by grabiner
Sun Jun 04, 2023 3:54 pm
Stockholm hotels

Last post by joetro29 « Sun Jun 04, 2023 3:52 pm
Posted in Personal Consumer Issues
Replies: 6
by joetro29 » Sun Jun 04, 2023 12:40 pm » in Personal Consumer Issues

6 Replies

279 Views

Last post by joetro29
Sun Jun 04, 2023 3:52 pm
Medicare supplement, insurance company covered individuals

Last post by preach « Sun Jun 04, 2023 3:52 pm
Posted in Personal Consumer Issues
Replies: 18
by preach » Sat Jun 03, 2023 2:42 pm » in Personal Consumer Issues

18 Replies

1030 Views

Last post by preach
Sun Jun 04, 2023 3:52 pm
Best use of Chase points?

Last post by theplayer11 « Sun Jun 04, 2023 3:52 pm
Posted in Personal Finance (Not Investing)
Replies: 47
by newyorker » Fri Jun 02, 2023 11:31 pm » in Personal Finance (Not Investing)

47 Replies

3643 Views

Last post by theplayer11
Sun Jun 04, 2023 3:52 pm
Navigating the kiddie tax

Last post by jeremy12 « Sun Jun 04, 2023 3:50 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by hand » Wed May 31, 2023 3:30 am » in Personal Finance (Not Investing)

14 Replies

1332 Views

Last post by jeremy12
Sun Jun 04, 2023 3:50 pm
After maxing 401K, save the rest in taxable or after-tax Roth?

Last post by luckybamboo « Sun Jun 04, 2023 3:46 pm
Posted in Personal Investments
Replies: 10
by luckybamboo » Thu Jun 01, 2023 11:07 pm » in Personal Investments

10 Replies

1326 Views

Last post by luckybamboo
Sun Jun 04, 2023 3:46 pm
Bond ETF: How to identify low tax witholding

Last post by DoctorE « Sun Jun 04, 2023 3:46 pm
Posted in Non-US Investing
Replies: 6
by bloodymeli » Fri Jun 02, 2023 3:51 pm » in Non-US Investing

6 Replies

472 Views

Last post by DoctorE
Sun Jun 04, 2023 3:46 pm
Investing only in VTSAX to reach F.I.R.E... too risky?

Last post by muffins14 « Sun Jun 04, 2023 3:45 pm
Posted in Personal Investments
Replies: 79
by Tropical » Fri Jun 02, 2023 12:51 pm » in Personal Investments
1

2
79 Replies

6625 Views

Last post by muffins14
Sun Jun 04, 2023 3:45 pm
Losses with Total Bond market index fund, suggestions on next steps

Last post by KingRiggs « Sun Jun 04, 2023 3:45 pm
Posted in Personal Investments
Replies: 30
by trybogle » Sun Jun 04, 2023 12:32 pm » in Personal Investments

30 Replies

1304 Views

Last post by KingRiggs
Sun Jun 04, 2023 3:45 pm
IOS Real Time Translator App Recommendations: French-> English or Spanish

Last post by oxothuk « Sun Jun 04, 2023 3:42 pm
Posted in Personal Consumer Issues
Replies: 4
by BillyV001 » Sat Jun 03, 2023 9:19 pm » in Personal Consumer Issues

4 Replies

311 Views

Last post by oxothuk
Sun Jun 04, 2023 3:42 pm
Replacement for Car Destroyed by Hail

Last post by ClevrChico « Sun Jun 04, 2023 3:41 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by FriedOkra » Sun Jun 04, 2023 1:49 pm » in Personal Finance (Not Investing)

14 Replies

588 Views

Last post by ClevrChico
Sun Jun 04, 2023 3:41 pm

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