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help-- missed individual 401K plan restatement

Last post by heymary « Fri Sep 29, 2023 4:05 pm
Posted in Personal Investments

by heymary » Fri Sep 29, 2023 4:05 pm » in Personal Investments

0 Replies

1 Views

Last post by heymary
Fri Sep 29, 2023 4:05 pm
Are you 3% and why/why not?

Last post by Wanderingwheelz « Fri Sep 29, 2023 4:04 pm
Posted in Personal Investments
Replies: 134
by Heian » Wed Sep 27, 2023 9:04 pm » in Personal Investments
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134 Replies

11397 Views

Last post by Wanderingwheelz
Fri Sep 29, 2023 4:04 pm
Swedroe (9/27/23 Morningstar): “It’s Too Soon to Say the Value Premium Is Dead”

Last post by scout1 « Fri Sep 29, 2023 4:04 pm
Posted in Investing - Theory, News & General
Replies: 25
by apex84 » Fri Sep 29, 2023 6:04 am » in Investing - Theory, News & General

25 Replies

1334 Views

Last post by scout1
Fri Sep 29, 2023 4:04 pm
Dental Insurance

Last post by tj « Fri Sep 29, 2023 4:03 pm
Posted in Personal Consumer Issues
Replies: 14
by tines » Thu Sep 28, 2023 6:50 pm » in Personal Consumer Issues

14 Replies

1191 Views

Last post by tj
Fri Sep 29, 2023 4:03 pm
Is owning a condo worth the risk?

Last post by investor997 « Fri Sep 29, 2023 4:01 pm
Posted in Personal Finance (Not Investing)
Replies: 12
by investor997 » Fri Sep 29, 2023 2:23 pm » in Personal Finance (Not Investing)

12 Replies

636 Views

Last post by investor997
Fri Sep 29, 2023 4:01 pm
TIAA Trad vs bonds in 2023

Last post by livesoft « Fri Sep 29, 2023 4:01 pm
Posted in Investing - Theory, News & General
Replies: 2
by Admiral Fun » Fri Sep 29, 2023 3:36 pm » in Investing - Theory, News & General

2 Replies

56 Views

Last post by livesoft
Fri Sep 29, 2023 4:01 pm
Can I afford a Private Golf Membership?

Last post by Cruise « Fri Sep 29, 2023 4:01 pm
Posted in Personal Consumer Issues
Replies: 61
by Nick1988 » Thu Sep 28, 2023 1:57 pm » in Personal Consumer Issues
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61 Replies

4176 Views

Last post by Cruise
Fri Sep 29, 2023 4:01 pm
Dividend Fund Provides More Income Than Bond Fund

Last post by burritoLover « Fri Sep 29, 2023 4:00 pm
Posted in Personal Investments
Replies: 3
by JazzTime » Fri Sep 29, 2023 1:26 pm » in Personal Investments

3 Replies

313 Views

Last post by burritoLover
Fri Sep 29, 2023 4:00 pm
I Bonds Mega Thread (I Bond Heads Rejoice!)

Last post by alluringreality « Fri Sep 29, 2023 3:56 pm
Posted in Investing - Theory, News & General
Replies: 5682
by tomsense76 » Tue Apr 13, 2021 10:39 pm » in Investing - Theory, News & General
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5682 Replies

710746 Views

Last post by alluringreality
Fri Sep 29, 2023 3:56 pm
The Final, Definitive Thread on Brokerage Transfer Bonuses

Last post by tj « Fri Sep 29, 2023 3:55 pm
Posted in Investing - Theory, News & General
Replies: 6389
by Earl Lemongrab » Fri Aug 05, 2016 8:07 pm » in Investing - Theory, News & General
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6389 Replies

899990 Views

Last post by tj
Fri Sep 29, 2023 3:55 pm
Low cost cellular phone service plans

Last post by slbnoob « Fri Sep 29, 2023 3:52 pm
Posted in Personal Consumer Issues
Replies: 44
by gotoparks » Thu Sep 21, 2023 3:38 am » in Personal Consumer Issues

44 Replies

4106 Views

Last post by slbnoob
Fri Sep 29, 2023 3:52 pm
One Week In Calgary and Banff

Last post by Markus003 « Fri Sep 29, 2023 3:51 pm
Posted in Personal Consumer Issues
Replies: 27
by FreddieG » Thu Sep 28, 2023 8:20 am » in Personal Consumer Issues

27 Replies

1886 Views

Last post by Markus003
Fri Sep 29, 2023 3:51 pm
VTI vs BRK [Berkshire Hathaway]

Last post by WhiteMaxima « Fri Sep 29, 2023 3:50 pm
Posted in Investing - Theory, News & General
Replies: 124
by Leesbro63 » Thu Jan 16, 2020 1:34 pm » in Investing - Theory, News & General
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124 Replies

12984 Views

Last post by WhiteMaxima
Fri Sep 29, 2023 3:50 pm
Are interest and dividends pro rated to the day you sell?

Last post by livesoft « Fri Sep 29, 2023 3:48 pm
Posted in Personal Investments
Replies: 11
by upintheair6 » Thu Sep 28, 2023 11:55 pm » in Personal Investments

11 Replies

905 Views

Last post by livesoft
Fri Sep 29, 2023 3:48 pm
How to implement value averaging? (4 pillars book)

Last post by hiddenpower « Fri Sep 29, 2023 3:46 pm
Posted in Investing - Theory, News & General
Replies: 5
by hiddenpower » Fri Sep 29, 2023 10:01 am » in Investing - Theory, News & General

5 Replies

303 Views

Last post by hiddenpower
Fri Sep 29, 2023 3:46 pm
Active WFH wardrobe

Last post by ETK517 « Fri Sep 29, 2023 3:45 pm
Posted in Personal Consumer Issues
Replies: 44
by SpaceGriffin » Fri Sep 29, 2023 8:08 am » in Personal Consumer Issues

44 Replies

1795 Views

Last post by ETK517
Fri Sep 29, 2023 3:45 pm
Medicare Part D Choices for 2024 available

Last post by jebmke « Fri Sep 29, 2023 3:43 pm
Posted in Personal Consumer Issues
Replies: 11
by EagertoLearnMore » Fri Sep 29, 2023 11:37 am » in Personal Consumer Issues

11 Replies

626 Views

Last post by jebmke
Fri Sep 29, 2023 3:43 pm
Now that long TIPS have surged past 2.25% I will…

Last post by protagonist « Fri Sep 29, 2023 3:43 pm
Posted in Investing - Theory, News & General
Replies: 1383
by McQ » Sun Sep 18, 2022 11:08 pm » in Investing - Theory, News & General
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1383 Replies

159481 Views

Last post by protagonist
Fri Sep 29, 2023 3:43 pm
Stuck in an indexed universal life policy - should I pay an advisor?

Last post by Stinky « Fri Sep 29, 2023 3:42 pm
Posted in Personal Investments
Replies: 8
by Burned99 » Fri Sep 29, 2023 8:14 am » in Personal Investments

8 Replies

395 Views

Last post by Stinky
Fri Sep 29, 2023 3:42 pm
Can You Bequeath Property Which You Don't Yet Own In Your Will?

Last post by bsteiner « Fri Sep 29, 2023 3:41 pm
Posted in Personal Finance (Not Investing)
Replies: 22
by keyfort » Thu Sep 28, 2023 11:04 am » in Personal Finance (Not Investing)

22 Replies

1960 Views

Last post by bsteiner
Fri Sep 29, 2023 3:41 pm
Wash Sale Question

Last post by Lee_WSP « Fri Sep 29, 2023 3:40 pm
Posted in Personal Investments
Replies: 5
by KnowNth » Fri Sep 29, 2023 12:39 pm » in Personal Investments

5 Replies

216 Views

Last post by Lee_WSP
Fri Sep 29, 2023 3:40 pm
Buy or lease a new car?

Last post by cmr79 « Fri Sep 29, 2023 3:40 pm
Posted in Personal Finance (Not Investing)
Replies: 90
by mymoneyresearch » Tue Sep 26, 2023 8:45 am » in Personal Finance (Not Investing)
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90 Replies

6157 Views

Last post by cmr79
Fri Sep 29, 2023 3:40 pm
Long Term Care Insurance - When to purchase?

Last post by bsteiner « Fri Sep 29, 2023 3:39 pm
Posted in Personal Finance (Not Investing)
Replies: 18
by bmelikia » Thu Sep 28, 2023 11:16 am » in Personal Finance (Not Investing)

18 Replies

1165 Views

Last post by bsteiner
Fri Sep 29, 2023 3:39 pm
International (Non-US) versus US Equities (The "Arguments")

Last post by SteadyOne « Fri Sep 29, 2023 3:35 pm
Posted in Investing - Theory, News & General
Replies: 3087
by CraigTester » Sun Jul 23, 2023 3:43 pm » in Investing - Theory, News & General
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3087 Replies

140438 Views

Last post by SteadyOne
Fri Sep 29, 2023 3:35 pm
How Estimate SS Benefit When Retire Early?

Last post by OnTrack2020 « Fri Sep 29, 2023 3:34 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by Incognito2u » Thu Sep 28, 2023 6:00 pm » in Personal Finance (Not Investing)

5 Replies

747 Views

Last post by OnTrack2020
Fri Sep 29, 2023 3:34 pm
Now or Later into 4 Fund Combo?

Last post by FiveK « Fri Sep 29, 2023 3:32 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by EliaK » Fri Sep 29, 2023 2:37 pm » in Personal Finance (Not Investing)

3 Replies

129 Views

Last post by FiveK
Fri Sep 29, 2023 3:32 pm
What (real) rate of return do you expect from stocks/bonds?

Last post by alex_686 « Fri Sep 29, 2023 3:32 pm
Posted in Investing - Theory, News & General
Replies: 16
by TipsQuestions » Fri Sep 29, 2023 2:00 pm » in Investing - Theory, News & General

16 Replies

554 Views

Last post by alex_686
Fri Sep 29, 2023 3:32 pm
Paying tax on accumulating ETF’s

Last post by assyadh « Fri Sep 29, 2023 3:31 pm
Posted in Non-US Investing
Replies: 7
by CqpedVulture » Wed Sep 20, 2023 6:17 pm » in Non-US Investing

7 Replies

1411 Views

Last post by assyadh
Fri Sep 29, 2023 3:31 pm
Community charity best digital method to collect funds

Last post by mc126 « Fri Sep 29, 2023 3:31 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by JLJL » Wed Sep 20, 2023 8:54 am » in Personal Finance (Not Investing)

8 Replies

689 Views

Last post by mc126
Fri Sep 29, 2023 3:31 pm
My Elderly Parents Can't Resist Answering the Phone

Last post by cchrissyy « Fri Sep 29, 2023 3:27 pm
Posted in Personal Consumer Issues
Replies: 117
by PescadorPete » Sun Sep 24, 2023 5:03 pm » in Personal Consumer Issues
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117 Replies

20317 Views

Last post by cchrissyy
Fri Sep 29, 2023 3:27 pm
Best websites to shop for Caribbean vacation

Last post by stan1 « Fri Sep 29, 2023 3:24 pm
Posted in Personal Consumer Issues
Replies: 4
by retire14 » Fri Sep 29, 2023 1:57 pm » in Personal Consumer Issues

4 Replies

248 Views

Last post by stan1
Fri Sep 29, 2023 3:24 pm
Questions Before I Invest in T-Bills

Last post by dbr « Fri Sep 29, 2023 3:23 pm
Posted in Personal Investments
Replies: 100
by arca » Mon Sep 25, 2023 1:28 am » in Personal Investments
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100 Replies

5374 Views

Last post by dbr
Fri Sep 29, 2023 3:23 pm
National Coffee Day question

Last post by Sagenick48 « Fri Sep 29, 2023 3:18 pm
Posted in Personal Consumer Issues
Replies: 4
by tennisplyr » Fri Sep 29, 2023 6:58 am » in Personal Consumer Issues

4 Replies

588 Views

Last post by Sagenick48
Fri Sep 29, 2023 3:18 pm
Add 10-20% 3X ETF to portfolio?

Last post by er999 « Fri Sep 29, 2023 3:18 pm
Posted in Personal Investments
Replies: 27
by wongshen » Thu Sep 28, 2023 3:19 pm » in Personal Investments

27 Replies

1764 Views

Last post by er999
Fri Sep 29, 2023 3:18 pm
WisdomTree 90/60 US Efficient Core Fund [NTSX] (formerly US Balanced Fund)

Last post by Admiral Fun « Fri Sep 29, 2023 3:15 pm
Posted in Investing - Theory, News & General
Replies: 853
by kevinf » Wed Jan 29, 2020 9:56 pm » in Investing - Theory, News & General
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853 Replies

144999 Views

Last post by Admiral Fun
Fri Sep 29, 2023 3:15 pm
Anyone consolidate at Chase / JP Morgan? Experiences? (Checking/Business/IRA/Credit Card)

Last post by MtnTravel « Fri Sep 29, 2023 3:15 pm
Posted in Personal Finance (Not Investing)
Replies: 16
by MtnTravel » Thu Sep 28, 2023 7:23 am » in Personal Finance (Not Investing)

16 Replies

1051 Views

Last post by MtnTravel
Fri Sep 29, 2023 3:15 pm
Taxation of Treasury bills, notes and bonds

Last post by kalarama « Fri Sep 29, 2023 3:15 pm
Posted in Investing - Theory, News & General
Replies: 573
by Kevin M » Tue Nov 15, 2022 7:26 pm » in Investing - Theory, News & General
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573 Replies

74772 Views

Last post by kalarama
Fri Sep 29, 2023 3:15 pm
How are you self-insuring for long-term care?

Last post by smitcat « Fri Sep 29, 2023 3:15 pm
Posted in Personal Finance (Not Investing)
Replies: 138
by RationalWalk » Wed Sep 20, 2023 5:07 pm » in Personal Finance (Not Investing)
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138 Replies

13869 Views

Last post by smitcat
Fri Sep 29, 2023 3:15 pm
Short term Asset Allocation Advice

Last post by retired@50 « Fri Sep 29, 2023 3:15 pm
Posted in Personal Investments
Replies: 1
by davemanjam » Fri Sep 29, 2023 1:24 pm » in Personal Investments

1 Replies

138 Views

Last post by retired@50
Fri Sep 29, 2023 3:15 pm
help-- missed individual 401K plan restatement

Last post by heymary « Fri Sep 29, 2023 3:12 pm
Posted in Personal Investments

by heymary » Fri Sep 29, 2023 3:12 pm » in Personal Investments

0 Replies

76 Views

Last post by heymary
Fri Sep 29, 2023 3:12 pm
Overseas expat: what mailing address to use and will it trigger state tax questions?

Last post by nalor511 « Fri Sep 29, 2023 3:11 pm
Posted in Non-US Investing
Replies: 2
by Milwaukeebucks93 » Fri Sep 29, 2023 1:37 pm » in Non-US Investing

2 Replies

212 Views

Last post by nalor511
Fri Sep 29, 2023 3:11 pm
Divorce and house capital gains

Last post by Starbase « Fri Sep 29, 2023 3:11 pm
Posted in Personal Finance (Not Investing)

by Starbase » Fri Sep 29, 2023 3:11 pm » in Personal Finance (Not Investing)

0 Replies

128 Views

Last post by Starbase
Fri Sep 29, 2023 3:11 pm
When should one move to a lower cost of living area in retirement?

Last post by smitcat « Fri Sep 29, 2023 3:11 pm
Posted in Personal Finance (Not Investing)
Replies: 64
by frose2 » Mon Sep 25, 2023 3:12 pm » in Personal Finance (Not Investing)
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64 Replies

6096 Views

Last post by smitcat
Fri Sep 29, 2023 3:11 pm
BofA App Glitch: Can't pay CCs from external bank

Last post by Admiral Fun « Fri Sep 29, 2023 3:10 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by Admiral Fun » Wed Sep 27, 2023 4:29 pm » in Personal Finance (Not Investing)

8 Replies

855 Views

Last post by Admiral Fun
Fri Sep 29, 2023 3:10 pm
Global equity market cap question

Last post by SimpleGift « Fri Sep 29, 2023 3:09 pm
Posted in Investing - Theory, News & General
Replies: 2
by NickL » Fri Sep 29, 2023 11:42 am » in Investing - Theory, News & General

2 Replies

194 Views

Last post by SimpleGift
Fri Sep 29, 2023 3:09 pm
DCA rate

Last post by sailaway « Fri Sep 29, 2023 3:09 pm
Posted in Personal Investments
Replies: 2
by Miguelito » Fri Sep 29, 2023 2:58 pm » in Personal Investments

2 Replies

84 Views

Last post by sailaway
Fri Sep 29, 2023 3:09 pm
Long real recovery periods for stocks

Last post by abc132 « Fri Sep 29, 2023 3:06 pm
Posted in Investing - Theory, News & General
Replies: 158
by txaggie » Sun Sep 24, 2023 12:19 am » in Investing - Theory, News & General
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158 Replies

11690 Views

Last post by abc132
Fri Sep 29, 2023 3:06 pm
iShares Defined-Maturity Treasury Inflation-Protected Securities (TIPS) ETFs. Any Phantom Income Issues?

Last post by johnsmithsf « Fri Sep 29, 2023 3:06 pm
Posted in Personal Investments
Replies: 6
by johnsmithsf » Fri Sep 29, 2023 3:05 am » in Personal Investments

6 Replies

550 Views

Last post by johnsmithsf
Fri Sep 29, 2023 3:06 pm
Advice to invest 400,000 dollars

Last post by cjcerny « Fri Sep 29, 2023 3:02 pm
Posted in Personal Investments
Replies: 13
by Diego_Quant » Thu Sep 28, 2023 11:22 am » in Personal Investments

13 Replies

1913 Views

Last post by cjcerny
Fri Sep 29, 2023 3:02 pm
Rent or Own Math

Last post by funxional « Fri Sep 29, 2023 3:02 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by eri » Fri Sep 29, 2023 1:35 pm » in Personal Finance (Not Investing)

5 Replies

323 Views

Last post by funxional
Fri Sep 29, 2023 3:02 pm

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