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I received a 1099 for my deceased husband

Last post by LadyGeek « Fri Feb 03, 2023 9:14 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by Andilovehim » Thu Feb 02, 2023 8:43 pm » in Personal Finance (Not Investing)

9 Replies

1332 Views

Last post by LadyGeek
Fri Feb 03, 2023 9:14 pm
State distribution on 1099-R

Last post by Gryphon « Fri Feb 03, 2023 9:14 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by ketanco » Fri Feb 03, 2023 11:15 am » in Personal Finance (Not Investing)

9 Replies

383 Views

Last post by Gryphon
Fri Feb 03, 2023 9:14 pm
What watch do you wear on a daily basis, or are you wearing today?

Last post by SevenBridgesRoad « Fri Feb 03, 2023 9:12 pm
Posted in Personal Consumer Issues
Replies: 236
by tvubpwcisla » Sat Feb 05, 2022 1:58 pm » in Personal Consumer Issues
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236 Replies

15446 Views

Last post by SevenBridgesRoad
Fri Feb 03, 2023 9:12 pm
When did you start getting excited and more confident about your investments?

Last post by retire2022 « Fri Feb 03, 2023 9:12 pm
Posted in Investing - Theory, News & General
Replies: 50
by Runner3891 » Thu Feb 02, 2023 11:48 pm » in Investing - Theory, News & General
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50 Replies

3009 Views

Last post by retire2022
Fri Feb 03, 2023 9:12 pm
Portfolio swings when working compared to retired

Last post by Normchad « Fri Feb 03, 2023 9:11 pm
Posted in Investing - Theory, News & General
Replies: 19
by HomerJ » Fri Feb 03, 2023 3:23 pm » in Investing - Theory, News & General

19 Replies

943 Views

Last post by Normchad
Fri Feb 03, 2023 9:11 pm
Does Fidelity's auto-liquidation of non-core money market funds ever fail?

Last post by Charles Joseph « Fri Feb 03, 2023 9:11 pm
Posted in Personal Investments
Replies: 14
by cwenger » Thu Jan 19, 2023 11:58 pm » in Personal Investments

14 Replies

1382 Views

Last post by Charles Joseph
Fri Feb 03, 2023 9:11 pm
Fly or Drive from NJ to NC?

Last post by bhluckyusaguy « Fri Feb 03, 2023 9:08 pm
Posted in Personal Consumer Issues
Replies: 76
by BogleMelon » Thu Feb 02, 2023 3:35 pm » in Personal Consumer Issues
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76 Replies

3198 Views

Last post by bhluckyusaguy
Fri Feb 03, 2023 9:08 pm
Non Qualified Annuity Withdrawal - Taxes?

Last post by Stinky « Fri Feb 03, 2023 9:08 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by jeffreys » Fri Feb 03, 2023 7:55 pm » in Personal Finance (Not Investing)

8 Replies

249 Views

Last post by Stinky
Fri Feb 03, 2023 9:08 pm
State tax on Vanguard Federal Money Market Fund interest

Last post by anon_investor « Fri Feb 03, 2023 9:07 pm
Posted in Investing - Theory, News & General
Replies: 7
by HenrySouthernCal » Fri Feb 03, 2023 8:07 pm » in Investing - Theory, News & General

7 Replies

356 Views

Last post by anon_investor
Fri Feb 03, 2023 9:07 pm
1Password experience and question

Last post by Luckywon « Fri Feb 03, 2023 9:07 pm
Posted in Personal Consumer Issues
Replies: 18
by Luckywon » Thu Feb 02, 2023 12:59 pm » in Personal Consumer Issues

18 Replies

1253 Views

Last post by Luckywon
Fri Feb 03, 2023 9:07 pm
Wash sales when selling whole position

Last post by Jsdi7873hd « Fri Feb 03, 2023 9:06 pm
Posted in Personal Investments

by Jsdi7873hd » Fri Feb 03, 2023 9:06 pm » in Personal Investments

0 Replies

41 Views

Last post by Jsdi7873hd
Fri Feb 03, 2023 9:06 pm
Cold Climate Heat Pump (cold snap)

Last post by aerofreaky11 « Fri Feb 03, 2023 9:05 pm
Posted in Personal Consumer Issues

by aerofreaky11 » Fri Feb 03, 2023 9:05 pm » in Personal Consumer Issues

0 Replies

48 Views

Last post by aerofreaky11
Fri Feb 03, 2023 9:05 pm
Black Swan Risks of Box Trades

Last post by tj-longterm « Fri Feb 03, 2023 9:05 pm
Posted in Investing - Theory, News & General
Replies: 68
by jackal » Wed Feb 01, 2023 5:04 pm » in Investing - Theory, News & General
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68 Replies

3301 Views

Last post by tj-longterm
Fri Feb 03, 2023 9:05 pm
Recent rollover into 401k + Backdoor Roth Contribution

Last post by mhalley « Fri Feb 03, 2023 9:05 pm
Posted in Personal Investments
Replies: 1
by Radiata » Fri Feb 03, 2023 8:59 pm » in Personal Investments

1 Replies

52 Views

Last post by mhalley
Fri Feb 03, 2023 9:05 pm
Buying under construction property/ Construction loan

Last post by retire2022 « Fri Feb 03, 2023 9:04 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by ps2me11 » Wed Jan 04, 2023 9:22 pm » in Personal Finance (Not Investing)

6 Replies

563 Views

Last post by retire2022
Fri Feb 03, 2023 9:04 pm
Books/ideas to teach 5 year old about money

Last post by Triple digit golfer « Fri Feb 03, 2023 9:02 pm
Posted in Personal Finance (Not Investing)

by Triple digit golfer » Fri Feb 03, 2023 9:02 pm » in Personal Finance (Not Investing)

0 Replies

45 Views

Last post by Triple digit golfer
Fri Feb 03, 2023 9:02 pm
Are secondary treasury bills limited to qty 1000 at ME?

Last post by should have « Fri Feb 03, 2023 9:01 pm
Posted in Personal Investments
Replies: 5
by CrisisAverted » Fri Feb 03, 2023 3:22 pm » in Personal Investments

5 Replies

348 Views

Last post by should have
Fri Feb 03, 2023 9:01 pm
The Final, Definitive Thread on Brokerage Transfer Bonuses

Last post by placeholder « Fri Feb 03, 2023 9:00 pm
Posted in Investing - Theory, News & General
Replies: 4841
by Earl Lemongrab » Fri Aug 05, 2016 8:07 pm » in Investing - Theory, News & General
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4841 Replies

729591 Views

Last post by placeholder
Fri Feb 03, 2023 9:00 pm
Lump Sum Mortgage Pay Off: Should I?

Last post by lakpr « Fri Feb 03, 2023 8:59 pm
Posted in Personal Finance (Not Investing)
Replies: 37
by WhatsIRR » Thu Feb 02, 2023 12:07 am » in Personal Finance (Not Investing)

37 Replies

2443 Views

Last post by lakpr
Fri Feb 03, 2023 8:59 pm
Inkjet Printer Black Ink Only?

Last post by galawdawg « Fri Feb 03, 2023 8:56 pm
Posted in Personal Consumer Issues
Replies: 14
by DTalos » Thu Feb 02, 2023 6:48 pm » in Personal Consumer Issues

14 Replies

861 Views

Last post by galawdawg
Fri Feb 03, 2023 8:56 pm
CD discussion thread

Last post by bigfry « Fri Feb 03, 2023 8:54 pm
Posted in Personal Finance (Not Investing)
Replies: 1197
by indexfundfan » Mon Oct 07, 2019 6:13 pm » in Personal Finance (Not Investing)
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1197 Replies

172654 Views

Last post by bigfry
Fri Feb 03, 2023 8:54 pm
Purchased Airline Ticket - Messed Up - Did not list passengers last name

Last post by exodusing « Fri Feb 03, 2023 8:51 pm
Posted in Personal Consumer Issues
Replies: 36
by Gardener » Thu Feb 02, 2023 1:19 pm » in Personal Consumer Issues

36 Replies

2432 Views

Last post by exodusing
Fri Feb 03, 2023 8:51 pm
Should I convert?

Last post by Exchme « Fri Feb 03, 2023 8:50 pm
Posted in Investing - Theory, News & General
Replies: 10
by Whitecap » Fri Feb 03, 2023 4:17 pm » in Investing - Theory, News & General

10 Replies

731 Views

Last post by Exchme
Fri Feb 03, 2023 8:50 pm
The Limits of Diversification: A Tutorial

Last post by nisiprius « Fri Feb 03, 2023 8:49 pm
Posted in Investing - Theory, News & General
Replies: 28
by McQ » Thu Feb 02, 2023 11:37 pm » in Investing - Theory, News & General

28 Replies

2259 Views

Last post by nisiprius
Fri Feb 03, 2023 8:49 pm
What are you listening to now

Last post by Nicolas « Fri Feb 03, 2023 8:47 pm
Posted in Personal Consumer Issues
Replies: 3612
by Artful Dodger » Fri Jan 10, 2020 10:45 pm » in Personal Consumer Issues
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3612 Replies

274207 Views

Last post by Nicolas
Fri Feb 03, 2023 8:47 pm
Age and probability of needing long term care?

Last post by Lee_WSP « Fri Feb 03, 2023 8:46 pm
Posted in Personal Finance (Not Investing)
Replies: 121
by Fremdon Ferndock » Fri Jan 20, 2023 10:05 am » in Personal Finance (Not Investing)
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121 Replies

8867 Views

Last post by Lee_WSP
Fri Feb 03, 2023 8:46 pm
improving Portfolio Review workflow

Last post by Exchme « Fri Feb 03, 2023 8:42 pm
Posted in Personal Investments
Replies: 3
by Rob Relyea » Wed Feb 01, 2023 7:35 pm » in Personal Investments

3 Replies

371 Views

Last post by Exchme
Fri Feb 03, 2023 8:42 pm
What kind of business entity?

Last post by Lee_WSP « Fri Feb 03, 2023 8:41 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by bioscienceguy » Fri Feb 03, 2023 10:45 am » in Personal Finance (Not Investing)

4 Replies

263 Views

Last post by Lee_WSP
Fri Feb 03, 2023 8:41 pm
VXUS [Why invest in Vanguard Total International Stock?]

Last post by Triple digit golfer « Fri Feb 03, 2023 8:38 pm
Posted in Investing - Theory, News & General
Replies: 74
by Griswold » Fri Feb 18, 2022 7:37 am » in Investing - Theory, News & General
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74 Replies

7729 Views

Last post by Triple digit golfer
Fri Feb 03, 2023 8:38 pm
Roth IRA & 403b Advice

Last post by krow36 « Fri Feb 03, 2023 8:37 pm
Posted in Personal Investments
Replies: 6
by ddr10 » Fri Feb 03, 2023 4:49 pm » in Personal Investments

6 Replies

338 Views

Last post by krow36
Fri Feb 03, 2023 8:37 pm
Fidelity as a one stop shop

Last post by anon_investor « Fri Feb 03, 2023 8:34 pm
Posted in Personal Finance (Not Investing)
Replies: 3613
by BogleMelon » Sat Dec 15, 2018 9:33 pm » in Personal Finance (Not Investing)
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3613 Replies

515892 Views

Last post by anon_investor
Fri Feb 03, 2023 8:34 pm
401k questions

Last post by lakpr « Fri Feb 03, 2023 8:32 pm
Posted in Personal Investments
Replies: 26
by blake22 » Thu Feb 02, 2023 12:52 pm » in Personal Investments

26 Replies

1384 Views

Last post by lakpr
Fri Feb 03, 2023 8:32 pm
Anything else (to do at Merrill Edge?)

Last post by anon_investor « Fri Feb 03, 2023 8:29 pm
Posted in Personal Finance (Not Investing)
Replies: 16
by MattB » Fri Feb 03, 2023 2:38 pm » in Personal Finance (Not Investing)

16 Replies

854 Views

Last post by anon_investor
Fri Feb 03, 2023 8:29 pm
Short/Quick Spousal Soc. Security Question

Last post by Katietsu « Fri Feb 03, 2023 8:28 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by cobra911 » Fri Feb 03, 2023 8:01 pm » in Personal Finance (Not Investing)

2 Replies

193 Views

Last post by Katietsu
Fri Feb 03, 2023 8:28 pm
A Frustration w/ Ally Bank, Trust Account, and Paperless Statements

Last post by wymby « Fri Feb 03, 2023 8:27 pm
Posted in Personal Finance (Not Investing)
Replies: 40
by Horsefly » Tue Sep 18, 2018 5:24 pm » in Personal Finance (Not Investing)

40 Replies

7004 Views

Last post by wymby
Fri Feb 03, 2023 8:27 pm
Change in NYC Retiree Health Care Benefits.

Last post by retire2022 « Fri Feb 03, 2023 8:25 pm
Posted in Personal Finance (Not Investing)
Replies: 53
by BarbBrooklyn » Mon Aug 02, 2021 10:38 am » in Personal Finance (Not Investing)
1

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53 Replies

6580 Views

Last post by retire2022
Fri Feb 03, 2023 8:25 pm
Vanguard CD ladder, non-callable “penalty”

Last post by Hector « Fri Feb 03, 2023 8:25 pm
Posted in Personal Investments
Replies: 2
by fairbanks » Fri Feb 03, 2023 5:12 pm » in Personal Investments

2 Replies

245 Views

Last post by Hector
Fri Feb 03, 2023 8:25 pm
Solo 401k contribution calculation

Last post by Caliscotsman « Fri Feb 03, 2023 8:24 pm
Posted in Personal Investments
Replies: 2
by dp301w » Fri Feb 03, 2023 7:06 pm » in Personal Investments

2 Replies

155 Views

Last post by Caliscotsman
Fri Feb 03, 2023 8:24 pm
Kia Theft Issues

Last post by JakeyLee « Fri Feb 03, 2023 8:23 pm
Posted in Personal Consumer Issues
Replies: 40
by tonysk » Thu Dec 29, 2022 6:18 pm » in Personal Consumer Issues

40 Replies

3805 Views

Last post by JakeyLee
Fri Feb 03, 2023 8:23 pm
Curious H&R Block warning

Last post by galawdawg « Fri Feb 03, 2023 8:19 pm
Posted in Personal Finance (Not Investing)
Replies: 13
by AAA » Thu Feb 02, 2023 8:24 pm » in Personal Finance (Not Investing)

13 Replies

1679 Views

Last post by galawdawg
Fri Feb 03, 2023 8:19 pm
2022/2023 Kia Carnival or Toyata Sienna

Last post by gnujoe2001 « Fri Feb 03, 2023 8:15 pm
Posted in Personal Consumer Issues
Replies: 4
by young danny » Fri Feb 03, 2023 6:05 pm » in Personal Consumer Issues

4 Replies

310 Views

Last post by gnujoe2001
Fri Feb 03, 2023 8:15 pm
Second year - Part II of Form 8606 help/guidance

Last post by inv021 « Fri Feb 03, 2023 8:09 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by inv021 » Thu Feb 02, 2023 7:42 pm » in Personal Finance (Not Investing)

9 Replies

717 Views

Last post by inv021
Fri Feb 03, 2023 8:09 pm
First timer - London in June?

Last post by coolasadog « Fri Feb 03, 2023 8:08 pm
Posted in Personal Consumer Issues
Replies: 32
by 2Scoops » Thu Feb 02, 2023 6:08 pm » in Personal Consumer Issues

32 Replies

1599 Views

Last post by coolasadog
Fri Feb 03, 2023 8:08 pm
Where should I move to from Vanguard?

Last post by sambb « Fri Feb 03, 2023 7:59 pm
Posted in Personal Investments
Replies: 75
by DonQuijote » Mon Jan 23, 2023 12:35 pm » in Personal Investments
1

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75 Replies

7384 Views

Last post by sambb
Fri Feb 03, 2023 7:59 pm
3-Fund Tax Efficient Portfolio - Beginner

Last post by WorstOne « Fri Feb 03, 2023 7:57 pm
Posted in Personal Investments
Replies: 10
by WorstOne » Thu Feb 02, 2023 10:25 pm » in Personal Investments

10 Replies

886 Views

Last post by WorstOne
Fri Feb 03, 2023 7:57 pm
Newark to Athens, Greece in early May $1500 for nonstop economy flight?

Last post by snackdog « Fri Feb 03, 2023 7:56 pm
Posted in Personal Consumer Issues
Replies: 4
by eddot98 » Fri Feb 03, 2023 6:19 pm » in Personal Consumer Issues

4 Replies

437 Views

Last post by snackdog
Fri Feb 03, 2023 7:56 pm
Shipping a new Car (2023 RAV4 Hybrid)

Last post by B4Xt3r « Fri Feb 03, 2023 7:54 pm
Posted in Personal Consumer Issues
Replies: 20
by an00j » Wed Feb 01, 2023 3:34 pm » in Personal Consumer Issues

20 Replies

1547 Views

Last post by B4Xt3r
Fri Feb 03, 2023 7:54 pm
Portfolio Check Up - 2 Years Married Couple

Last post by vangaal « Fri Feb 03, 2023 7:49 pm
Posted in Personal Investments
Replies: 11
by vangaal » Sun Jan 29, 2023 4:30 pm » in Personal Investments

11 Replies

1581 Views

Last post by vangaal
Fri Feb 03, 2023 7:49 pm
Vanguard vs Schwab

Last post by hudson « Fri Feb 03, 2023 7:49 pm
Posted in Personal Investments
Replies: 51
by jbogler » Wed Feb 01, 2023 8:29 pm » in Personal Investments
1

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51 Replies

3681 Views

Last post by hudson
Fri Feb 03, 2023 7:49 pm
James Bond and Watches

Last post by nisiprius « Fri Feb 03, 2023 7:45 pm
Posted in Personal Consumer Issues
Replies: 12
by rockstar » Fri Feb 03, 2023 5:04 pm » in Personal Consumer Issues

12 Replies

720 Views

Last post by nisiprius
Fri Feb 03, 2023 7:45 pm

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