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Bonus for transfer of 401k accounts to tIRA accounts

Last post by jebmke « Mon Sep 09, 2024 4:44 pm
Posted in Personal Investments
Replies: 3
by micron » Mon Sep 09, 2024 4:11 pm » in Personal Investments

3 Replies

80 Views

Last post by jebmke
Mon Sep 09, 2024 4:44 pm
marital trust - why is it the exemption amount ?

Last post by toddthebod « Mon Sep 09, 2024 4:42 pm
Posted in Personal Finance (Not Investing)
Replies: 36
by skeptical » Sat Sep 07, 2024 3:28 pm » in Personal Finance (Not Investing)

36 Replies

1813 Views

Last post by toddthebod
Mon Sep 09, 2024 4:42 pm
Good Experience with Medicare Advantage covering emergency care outside the USA

Last post by CuriousGeorgeTx « Mon Sep 09, 2024 4:42 pm
Posted in Personal Finance (Not Investing)

by CuriousGeorgeTx » Mon Sep 09, 2024 4:42 pm » in Personal Finance (Not Investing)

0 Replies

18 Views

Last post by CuriousGeorgeTx
Mon Sep 09, 2024 4:42 pm
Sabbatical question

Last post by Watty « Mon Sep 09, 2024 4:42 pm
Posted in Personal Finance (Not Investing)
Replies: 17
by Streptococcus » Sun Sep 08, 2024 9:10 pm » in Personal Finance (Not Investing)

17 Replies

1266 Views

Last post by Watty
Mon Sep 09, 2024 4:42 pm
Cliff Asness's latest thoughts

Last post by theorist « Mon Sep 09, 2024 4:42 pm
Posted in Investing - Theory, News & General
Replies: 4
by garlandwhizzer » Mon Sep 09, 2024 3:19 pm » in Investing - Theory, News & General

4 Replies

232 Views

Last post by theorist
Mon Sep 09, 2024 4:42 pm
Does Schwab have a security device

Last post by simas « Mon Sep 09, 2024 4:42 pm
Posted in Personal Finance (Not Investing)
Replies: 20
by ccw » Thu Apr 25, 2024 12:39 am » in Personal Finance (Not Investing)

20 Replies

2394 Views

Last post by simas
Mon Sep 09, 2024 4:42 pm
M/20s/MCOL Budget Critique

Last post by simas « Mon Sep 09, 2024 4:38 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by or1on » Sun Sep 08, 2024 2:39 pm » in Personal Finance (Not Investing)

10 Replies

736 Views

Last post by simas
Mon Sep 09, 2024 4:38 pm
Vanguard: "Unavailable shares" warning? [7-day hold on new deposits via EBT or check]

Last post by chaser « Mon Sep 09, 2024 4:37 pm
Posted in Personal Investments
Replies: 63
by mmcmonster » Sat Mar 23, 2024 5:56 am » in Personal Investments
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63 Replies

7851 Views

Last post by chaser
Mon Sep 09, 2024 4:37 pm
So what are you cooking

Last post by GreatLaker « Mon Sep 09, 2024 4:37 pm
Posted in Personal Consumer Issues
Replies: 1098
by Skeeter1 » Sat Mar 21, 2020 2:23 pm » in Personal Consumer Issues
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1098 Replies

142203 Views

Last post by GreatLaker
Mon Sep 09, 2024 4:37 pm
Help me understand ways to reduce or defer tax on ordinary dividends and interest for a high-income family

Last post by life_force_prana « Mon Sep 09, 2024 4:37 pm
Posted in Personal Finance (Not Investing)
Replies: 47
by john.richard2 » Mon Sep 02, 2024 3:24 pm » in Personal Finance (Not Investing)

47 Replies

5620 Views

Last post by life_force_prana
Mon Sep 09, 2024 4:37 pm
New $500k portfolio

Last post by retiredjg « Mon Sep 09, 2024 4:35 pm
Posted in Personal Investments
Replies: 16
by kaktusUSA » Sat Sep 07, 2024 9:35 pm » in Personal Investments

16 Replies

1980 Views

Last post by retiredjg
Mon Sep 09, 2024 4:35 pm
Going to a 100% Stock Asset Allocation Due to Nice Pension - Anyone else doing this?

Last post by makeitcount « Mon Sep 09, 2024 4:34 pm
Posted in Personal Investments
Replies: 73
by MrCheapo » Sun Sep 08, 2024 1:01 pm » in Personal Investments
1

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73 Replies

4822 Views

Last post by makeitcount
Mon Sep 09, 2024 4:34 pm
Where to stash $300K from Sale of Primary Home?

Last post by White Coat Investor « Mon Sep 09, 2024 4:33 pm
Posted in Personal Investments
Replies: 11
by BigJoeAllen » Sun Sep 08, 2024 9:32 am » in Personal Investments

11 Replies

907 Views

Last post by White Coat Investor
Mon Sep 09, 2024 4:33 pm
How do I justify buying an expensive tool?

Last post by Luke Duke « Mon Sep 09, 2024 4:32 pm
Posted in Personal Consumer Issues
Replies: 89
by TiredLawyer » Fri Sep 06, 2024 9:15 am » in Personal Consumer Issues
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89 Replies

4596 Views

Last post by Luke Duke
Mon Sep 09, 2024 4:32 pm
HEDGEFUNDIE's excellent adventure Part II: The next journey

Last post by JackoC « Mon Sep 09, 2024 4:31 pm
Posted in Investing - Theory, News & General
Replies: 14427
by HEDGEFUNDIE » Sun Aug 11, 2019 9:41 pm » in Investing - Theory, News & General
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14427 Replies

2111571 Views

Last post by JackoC
Mon Sep 09, 2024 4:31 pm
Gmail or Own Domain Name for Personal Emails?

Last post by Snowflake « Mon Sep 09, 2024 4:30 pm
Posted in Personal Consumer Issues
Replies: 19
by orlandoman » Mon Sep 09, 2024 12:35 pm » in Personal Consumer Issues

19 Replies

733 Views

Last post by Snowflake
Mon Sep 09, 2024 4:30 pm
Money is no longer the problem…

Last post by White Coat Investor « Mon Sep 09, 2024 4:29 pm
Posted in Personal Consumer Issues
Replies: 89
by Wannaretireearly » Tue Aug 27, 2024 8:41 am » in Personal Consumer Issues
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89 Replies

17081 Views

Last post by White Coat Investor
Mon Sep 09, 2024 4:29 pm
Laid off today, what should I be thinking about?

Last post by corp_sharecropper « Mon Sep 09, 2024 4:29 pm
Posted in Personal Finance (Not Investing)
Replies: 20
by jjunk » Mon Sep 09, 2024 2:42 pm » in Personal Finance (Not Investing)

20 Replies

1005 Views

Last post by corp_sharecropper
Mon Sep 09, 2024 4:29 pm
Financial Advisor suggests Roth IRA conversion or annuities

Last post by Rex66 « Mon Sep 09, 2024 4:28 pm
Posted in Personal Investments
Replies: 15
by Retiredsvnt2019 » Mon Sep 09, 2024 2:28 am » in Personal Investments

15 Replies

901 Views

Last post by Rex66
Mon Sep 09, 2024 4:28 pm
Roth conversions causing me to bump up against IRMMA

Last post by CAsage « Mon Sep 09, 2024 4:28 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by decades88 » Mon Sep 09, 2024 2:09 pm » in Personal Finance (Not Investing)

9 Replies

504 Views

Last post by CAsage
Mon Sep 09, 2024 4:28 pm
Safe For Kids LVP Floor Cleaner?

Last post by RickBoglehead « Mon Sep 09, 2024 4:27 pm
Posted in Personal Consumer Issues
Replies: 15
by BHawks87 » Sun Sep 08, 2024 1:47 pm » in Personal Consumer Issues

15 Replies

620 Views

Last post by RickBoglehead
Mon Sep 09, 2024 4:27 pm
Retiring in 6 months (off TSLA options); Plan Review; 08/24 Update - NVDA All-In

Last post by rockstar « Mon Sep 09, 2024 4:27 pm
Posted in Personal Investments
Replies: 686
by roguewarrior0 » Thu Feb 11, 2021 1:35 pm » in Personal Investments
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686 Replies

161227 Views

Last post by rockstar
Mon Sep 09, 2024 4:27 pm
Does a Solo 401(k) increase audit risk?

Last post by avalpert1 « Mon Sep 09, 2024 4:24 pm
Posted in Investing - Theory, News & General
Replies: 2
by c17d6dcb » Mon Sep 09, 2024 3:12 pm » in Investing - Theory, News & General

2 Replies

91 Views

Last post by avalpert1
Mon Sep 09, 2024 4:24 pm
Minimizing taxes on private equity sale

Last post by toddthebod « Mon Sep 09, 2024 4:22 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by Twink » Mon Sep 09, 2024 4:10 pm » in Personal Finance (Not Investing)

2 Replies

72 Views

Last post by toddthebod
Mon Sep 09, 2024 4:22 pm
When to refinance our mortgage; and how often?

Last post by InvisibleAerobar « Mon Sep 09, 2024 4:14 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by InvisibleAerobar » Fri Sep 06, 2024 4:00 pm » in Personal Finance (Not Investing)

8 Replies

1089 Views

Last post by InvisibleAerobar
Mon Sep 09, 2024 4:14 pm
Ocean City MD condo rental -VACASA?

Last post by surfinagin « Mon Sep 09, 2024 4:12 pm
Posted in Personal Consumer Issues
Replies: 17
by surfinagin » Sat Sep 07, 2024 2:21 pm » in Personal Consumer Issues

17 Replies

1256 Views

Last post by surfinagin
Mon Sep 09, 2024 4:12 pm
Retiree Portfolio Model

Last post by Hot Sauce « Mon Sep 09, 2024 4:09 pm
Posted in Personal Finance (Not Investing)
Replies: 1895
by BigFoot48 » Thu May 31, 2012 7:13 pm » in Personal Finance (Not Investing)
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1895 Replies

597405 Views

Last post by Hot Sauce
Mon Sep 09, 2024 4:09 pm
US-based accounts for resident in Italy?

Last post by EddyB « Mon Sep 09, 2024 4:09 pm
Posted in Non-US Investing
Replies: 6
by mjk63 » Wed Aug 21, 2024 8:22 pm » in Non-US Investing

6 Replies

4444 Views

Last post by EddyB
Mon Sep 09, 2024 4:09 pm
Can someone make sense of this Tbill transaction?

Last post by bd7 « Mon Sep 09, 2024 4:09 pm
Posted in Personal Investments
Replies: 7
by givingup » Mon Sep 09, 2024 8:33 am » in Personal Investments

7 Replies

562 Views

Last post by bd7
Mon Sep 09, 2024 4:09 pm
When to use a travel agent?

Last post by Random Musings « Mon Sep 09, 2024 4:05 pm
Posted in Personal Consumer Issues
Replies: 10
by retire14 » Mon Sep 09, 2024 7:23 am » in Personal Consumer Issues

10 Replies

810 Views

Last post by Random Musings
Mon Sep 09, 2024 4:05 pm
Help interpreting Whole Life policy statement

Last post by dothechex « Mon Sep 09, 2024 4:01 pm
Posted in Personal Investments
Replies: 8
by dothechex » Sun Sep 08, 2024 3:30 pm » in Personal Investments

8 Replies

589 Views

Last post by dothechex
Mon Sep 09, 2024 4:01 pm
VUSXX Alternatives

Last post by indexfundfan « Mon Sep 09, 2024 3:55 pm
Posted in Personal Investments
Replies: 9
by app » Tue Jan 09, 2024 8:31 am » in Personal Investments

9 Replies

2515 Views

Last post by indexfundfan
Mon Sep 09, 2024 3:55 pm
Questions re: buying a home built in 1969

Last post by Harmanic « Mon Sep 09, 2024 3:55 pm
Posted in Personal Consumer Issues
Replies: 18
by nuclear » Sat Sep 07, 2024 2:19 am » in Personal Consumer Issues

18 Replies

1811 Views

Last post by Harmanic
Mon Sep 09, 2024 3:55 pm
Please help, not sure what I'm doing

Last post by ruralavalon « Mon Sep 09, 2024 3:53 pm
Posted in Personal Investments
Replies: 4
by retired_dmn » Mon Sep 09, 2024 11:24 am » in Personal Investments

4 Replies

541 Views

Last post by ruralavalon
Mon Sep 09, 2024 3:53 pm
I am getting ready to buy a NY Life SPIA Annuity. Need some help/clarification.

Last post by Stinky « Mon Sep 09, 2024 3:51 pm
Posted in Personal Investments
Replies: 5
by jackie123 » Mon Sep 09, 2024 1:09 pm » in Personal Investments

5 Replies

401 Views

Last post by Stinky
Mon Sep 09, 2024 3:51 pm
What to invest so that no additional investment income is made by distributions

Last post by unwitting_gulag « Mon Sep 09, 2024 3:51 pm
Posted in Investing - Theory, News & General
Replies: 28
by frugalor » Sat Sep 07, 2024 12:19 pm » in Investing - Theory, News & General

28 Replies

1702 Views

Last post by unwitting_gulag
Mon Sep 09, 2024 3:51 pm
Activily managed Admiral shares at Fidelity

Last post by dkturner « Mon Sep 09, 2024 3:49 pm
Posted in Investing - Theory, News & General
Replies: 12
by dkturner » Sun Sep 08, 2024 6:49 am » in Investing - Theory, News & General

12 Replies

852 Views

Last post by dkturner
Mon Sep 09, 2024 3:49 pm
Are NTSX & NTSI the Best "Lazy" Choices for ITT Bonds in Taxable

Last post by Northern Flicker « Mon Sep 09, 2024 3:49 pm
Posted in Investing - Theory, News & General
Replies: 71
by Chocolatebar » Mon Sep 02, 2024 8:38 am » in Investing - Theory, News & General
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71 Replies

4677 Views

Last post by Northern Flicker
Mon Sep 09, 2024 3:49 pm
How to calculate Churning w/ VTSAX and a few other noob questions

Last post by FactualFran « Mon Sep 09, 2024 3:48 pm
Posted in Personal Investments
Replies: 50
by bobsmith » Tue Aug 27, 2024 2:56 pm » in Personal Investments
1

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50 Replies

3375 Views

Last post by FactualFran
Mon Sep 09, 2024 3:48 pm
US Bank 4% Smartly Visa Credit Card

Last post by Lastrun « Mon Sep 09, 2024 3:48 pm
Posted in Personal Finance (Not Investing)
Replies: 35
by Bosro » Thu Sep 05, 2024 3:35 pm » in Personal Finance (Not Investing)

35 Replies

3580 Views

Last post by Lastrun
Mon Sep 09, 2024 3:48 pm
Would a $1MM inheritance change your retirement plans?

Last post by Harmanic « Mon Sep 09, 2024 3:44 pm
Posted in Personal Finance (Not Investing)
Replies: 120
by Wanderingwheelz » Mon Nov 02, 2020 4:15 pm » in Personal Finance (Not Investing)
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120 Replies

13083 Views

Last post by Harmanic
Mon Sep 09, 2024 3:44 pm
I Bonds Mega Thread (I Bond Heads Rejoice!)

Last post by LuvBogle « Mon Sep 09, 2024 3:43 pm
Posted in Investing - Theory, News & General
Replies: 7074
by tomsense76 » Tue Apr 13, 2021 10:39 pm » in Investing - Theory, News & General
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7074 Replies

1683024 Views

Last post by LuvBogle
Mon Sep 09, 2024 3:43 pm
Boglehead "stars" in latest Consumer Reports

Last post by CRC_Volunteer « Mon Sep 09, 2024 3:41 pm
Posted in Investing - Theory, News & General
Replies: 5
by bad1bill » Mon Sep 09, 2024 8:48 am » in Investing - Theory, News & General

5 Replies

1030 Views

Last post by CRC_Volunteer
Mon Sep 09, 2024 3:41 pm
college decision: UIUC or UF for ECE?

Last post by Harmanic « Mon Sep 09, 2024 3:39 pm
Posted in Personal Consumer Issues
Replies: 351
by acegolfer » Mon Jan 29, 2024 8:01 pm » in Personal Consumer Issues
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351 Replies

58060 Views

Last post by Harmanic
Mon Sep 09, 2024 3:39 pm
What Movie Have You Recently Watched?

Last post by ruralavalon « Mon Sep 09, 2024 3:37 pm
Posted in Personal Consumer Issues
Replies: 11854
by abuss368 » Sat Aug 30, 2014 3:35 pm » in Personal Consumer Issues
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11854 Replies

2258255 Views

Last post by ruralavalon
Mon Sep 09, 2024 3:37 pm
Mortgage Payment Strategy

Last post by KlangFool « Mon Sep 09, 2024 3:35 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by midwest_bound » Mon Sep 09, 2024 1:57 pm » in Personal Finance (Not Investing)

2 Replies

257 Views

Last post by KlangFool
Mon Sep 09, 2024 3:35 pm
Understanding bonds - example

Last post by prioritarian « Mon Sep 09, 2024 3:33 pm
Posted in Personal Investments
Replies: 2
by h2cycle » Mon Sep 09, 2024 1:11 pm » in Personal Investments

2 Replies

195 Views

Last post by prioritarian
Mon Sep 09, 2024 3:33 pm
What's Your Credit Card Rewards Strategy?

Last post by Count of Notre Dame « Mon Sep 09, 2024 3:30 pm
Posted in Personal Finance (Not Investing)
Replies: 7441
by guitarguy » Wed May 25, 2016 10:15 am » in Personal Finance (Not Investing)
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7441 Replies

1510957 Views

Last post by Count of Notre Dame
Mon Sep 09, 2024 3:30 pm
Trading Treasuries (nominal and TIPS)

Last post by Artsdoctor « Mon Sep 09, 2024 3:28 pm
Posted in Investing - Theory, News & General
Replies: 4556
by Kevin M » Tue May 24, 2022 7:50 pm » in Investing - Theory, News & General
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4556 Replies

540766 Views

Last post by Artsdoctor
Mon Sep 09, 2024 3:28 pm
Help with Finger Lakes itinerary Summer 2025

Last post by BoatyMcB « Mon Sep 09, 2024 3:26 pm
Posted in Personal Consumer Issues
Replies: 17
by BashDash » Mon Aug 26, 2024 1:37 pm » in Personal Consumer Issues

17 Replies

1959 Views

Last post by BoatyMcB
Mon Sep 09, 2024 3:26 pm

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