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Which has better tax treatment: Box spreads or margin loan?

Last post by muffins14 « Mon Jun 27, 2022 3:12 am
Posted in Personal Investments
Replies: 1
by nerdinvestor » Mon Jun 27, 2022 2:18 am » in Personal Investments

1 Replies

106 Views

Last post by muffins14
Mon Jun 27, 2022 3:12 am
Modified versions of HFEA with ITT and Futures / Lifecycle Investing with Modern Portfolio Theory

Last post by mmKay « Mon Jun 27, 2022 3:03 am
Posted in Investing - Theory, News & General
Replies: 1698
by skierincolorado » Fri Sep 03, 2021 10:27 pm » in Investing - Theory, News & General
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1698 Replies

153636 Views

Last post by mmKay
Mon Jun 27, 2022 3:03 am
What Movie Have You Recently Watched?

Last post by jginseattle « Mon Jun 27, 2022 2:30 am
Posted in Personal Consumer Issues
Replies: 8308
by abuss368 » Sat Aug 30, 2014 3:35 pm » in Personal Consumer Issues
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8308 Replies

1639380 Views

Last post by jginseattle
Mon Jun 27, 2022 2:30 am
why aren't bonds in your retirement portfolios factoring in duration?

Last post by bridge2benefits « Mon Jun 27, 2022 2:16 am
Posted in Investing - Theory, News & General
Replies: 11
by tcrez » Thu Jun 23, 2022 12:09 pm » in Investing - Theory, News & General

11 Replies

1324 Views

Last post by bridge2benefits
Mon Jun 27, 2022 2:16 am
favorite investing books??

Last post by market timer « Mon Jun 27, 2022 2:15 am
Posted in Investing - Theory, News & General
Replies: 36
by albireo13 » Fri Jan 22, 2021 10:54 am » in Investing - Theory, News & General

36 Replies

3251 Views

Last post by market timer
Mon Jun 27, 2022 2:15 am
LASER "fund" (universal life insurance strategy). Opinions?

Last post by culz « Mon Jun 27, 2022 2:11 am
Posted in Investing - Theory, News & General
Replies: 21
by Wannaretireearly » Mon Feb 22, 2021 12:16 am » in Investing - Theory, News & General

21 Replies

6894 Views

Last post by culz
Mon Jun 27, 2022 2:11 am
Filing form 5500-EZ - Loan counted?

Last post by sgilmarti89 « Mon Jun 27, 2022 2:06 am
Posted in Personal Investments
Replies: 4
by sgilmarti89 » Sun Jun 26, 2022 10:12 pm » in Personal Investments

4 Replies

275 Views

Last post by sgilmarti89
Mon Jun 27, 2022 2:06 am
Buy kitchen appliances now (Q3 2022) or wait?

Last post by supalong52 « Mon Jun 27, 2022 1:23 am
Posted in Personal Consumer Issues
Replies: 1
by justsomeguy2018 » Mon Jun 27, 2022 1:17 am » in Personal Consumer Issues

1 Replies

140 Views

Last post by supalong52
Mon Jun 27, 2022 1:23 am
shocked at the price of buying checks!

Last post by SR II « Mon Jun 27, 2022 1:21 am
Posted in Personal Consumer Issues
Replies: 73
by ekid » Sat Jun 18, 2022 10:55 am » in Personal Consumer Issues
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73 Replies

6846 Views

Last post by SR II
Mon Jun 27, 2022 1:21 am
Down payment by stock and capital loss harvesting

Last post by re500 « Mon Jun 27, 2022 1:20 am
Posted in Personal Finance (Not Investing)
Replies: 3
by re500 » Mon Jun 27, 2022 12:48 am » in Personal Finance (Not Investing)

3 Replies

201 Views

Last post by re500
Mon Jun 27, 2022 1:20 am
Variable Percentage Withdrawal (VPW)

Last post by nigel_ht « Mon Jun 27, 2022 1:19 am
Posted in Investing - Theory, News & General
Replies: 1617
by longinvest » Thu Jul 25, 2013 11:12 pm » in Investing - Theory, News & General
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1617 Replies

456310 Views

Last post by nigel_ht
Mon Jun 27, 2022 1:19 am
Pacific Northwest College Tours - what to do when not touring?

Last post by Tirebiter « Mon Jun 27, 2022 1:08 am
Posted in Personal Consumer Issues

by Tirebiter » Mon Jun 27, 2022 1:08 am » in Personal Consumer Issues

0 Replies

109 Views

Last post by Tirebiter
Mon Jun 27, 2022 1:08 am
Help cutting the cord (landline)

Last post by Zonian59 « Mon Jun 27, 2022 1:00 am
Posted in Personal Consumer Issues
Replies: 25
by 4nursebee » Tue Jun 14, 2022 7:05 pm » in Personal Consumer Issues

25 Replies

2536 Views

Last post by Zonian59
Mon Jun 27, 2022 1:00 am
About to close on house - did not notice several dead trees need that will need removal. Any thing i can do?

Last post by burgrat « Mon Jun 27, 2022 12:58 am
Posted in Personal Finance (Not Investing)
Replies: 44
by burgrat » Sun Jun 26, 2022 4:31 pm » in Personal Finance (Not Investing)

44 Replies

2943 Views

Last post by burgrat
Mon Jun 27, 2022 12:58 am
Solo Seniors: what are you doing to plan for the possibility of dementia/alzheimer's?

Last post by Zonian59 « Mon Jun 27, 2022 12:47 am
Posted in Personal Finance (Not Investing)
Replies: 47
by Fremdon Ferndock » Tue Jun 21, 2022 8:37 am » in Personal Finance (Not Investing)

47 Replies

5566 Views

Last post by Zonian59
Mon Jun 27, 2022 12:47 am
SPIA (Single Premium Immediate Annuities) vs SWR (Safe Withdrawal Rates) with no motive for legacy

Last post by Ben Mathew « Mon Jun 27, 2022 12:45 am
Posted in Personal Finance (Not Investing)
Replies: 25
by YererMeda » Sun Jun 26, 2022 11:07 am » in Personal Finance (Not Investing)

25 Replies

1659 Views

Last post by Ben Mathew
Mon Jun 27, 2022 12:45 am
Can I afford to buy a house in the Bay Area ?

Last post by vfinx « Mon Jun 27, 2022 12:43 am
Posted in Personal Finance (Not Investing)
Replies: 16
by allopathy » Sun Jun 26, 2022 12:29 am » in Personal Finance (Not Investing)

16 Replies

2223 Views

Last post by vfinx
Mon Jun 27, 2022 12:43 am
How to value your home for net worth reporting

Last post by Sandi_k « Mon Jun 27, 2022 12:07 am
Posted in Personal Finance (Not Investing)
Replies: 46
by Cara » Thu Jun 23, 2022 1:55 pm » in Personal Finance (Not Investing)

46 Replies

2909 Views

Last post by Sandi_k
Mon Jun 27, 2022 12:07 am
Share your Net Worth Regression

Last post by Beensabu « Mon Jun 27, 2022 12:03 am
Posted in Personal Finance (Not Investing)
Replies: 222
by Little_Carmine » Fri May 06, 2022 10:49 am » in Personal Finance (Not Investing)
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222 Replies

30532 Views

Last post by Beensabu
Mon Jun 27, 2022 12:03 am
Move to California?

Last post by BogleFan510 « Mon Jun 27, 2022 12:02 am
Posted in Personal Finance (Not Investing)
Replies: 47
by Bigt3142 » Sun Jun 26, 2022 9:38 am » in Personal Finance (Not Investing)

47 Replies

4152 Views

Last post by BogleFan510
Mon Jun 27, 2022 12:02 am
Switch 403B plan with TIAA to another provider?

Last post by anonenigma « Sun Jun 26, 2022 11:59 pm
Posted in Personal Investments
Replies: 1
by LitebulbOn » Sun Jun 26, 2022 9:45 pm » in Personal Investments

1 Replies

121 Views

Last post by anonenigma
Sun Jun 26, 2022 11:59 pm
Can I Retire ?

Last post by Wannaretireearly « Sun Jun 26, 2022 11:45 pm
Posted in Personal Finance (Not Investing)
Replies: 112
by sunrisered » Mon Jun 20, 2022 6:05 pm » in Personal Finance (Not Investing)
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112 Replies

9535 Views

Last post by Wannaretireearly
Sun Jun 26, 2022 11:45 pm
Lifecycle Investing - Leveraging when young

Last post by skierincolorado « Sun Jun 26, 2022 11:44 pm
Posted in Investing - Theory, News & General
Replies: 1446
by Steve Reading » Fri Mar 01, 2019 12:11 am » in Investing - Theory, News & General
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1446 Replies

244208 Views

Last post by skierincolorado
Sun Jun 26, 2022 11:44 pm
Federal Retirees and Medicare vis a vis FEHB?

Last post by tj « Sun Jun 26, 2022 11:44 pm
Posted in Personal Finance (Not Investing)
Replies: 19
by MrWasabi65 » Thu Jun 23, 2022 8:13 am » in Personal Finance (Not Investing)

19 Replies

1186 Views

Last post by tj
Sun Jun 26, 2022 11:44 pm
Can you recommend a good financial account program for Mac?

Last post by Sandi_k « Sun Jun 26, 2022 11:31 pm
Posted in Personal Consumer Issues
Replies: 34
by Fremdon Ferndock » Sat Jun 25, 2022 9:08 am » in Personal Consumer Issues

34 Replies

2246 Views

Last post by Sandi_k
Sun Jun 26, 2022 11:31 pm
What foods have you given up this year?

Last post by toomanysidehustles « Sun Jun 26, 2022 11:05 pm
Posted in Personal Consumer Issues
Replies: 38
by tvubpwcisla » Sun Jun 26, 2022 1:32 pm » in Personal Consumer Issues

38 Replies

2625 Views

Last post by toomanysidehustles
Sun Jun 26, 2022 11:05 pm
Moving shares from Computershare to Vanguard

Last post by Zonian59 « Sun Jun 26, 2022 11:04 pm
Posted in Personal Investments
Replies: 16
by Laundry_Service » Sun Jun 26, 2022 9:01 am » in Personal Investments

16 Replies

1121 Views

Last post by Zonian59
Sun Jun 26, 2022 11:04 pm
Investing Amid Low Expected Returns by Antti Ilmanen

Last post by Chadnudj « Sun Jun 26, 2022 10:50 pm
Posted in Investing - Theory, News & General
Replies: 16
by Booogle » Sun Jun 26, 2022 5:16 am » in Investing - Theory, News & General

16 Replies

1659 Views

Last post by Chadnudj
Sun Jun 26, 2022 10:50 pm
Do bond funds ever recover from losses? - part 2

Last post by IDpilot « Sun Jun 26, 2022 10:49 pm
Posted in Investing - Theory, News & General
Replies: 39
by restingonmylaurels » Sun Jun 26, 2022 1:24 am » in Investing - Theory, News & General

39 Replies

3002 Views

Last post by IDpilot
Sun Jun 26, 2022 10:49 pm
Should I use TLH for Roth conversion?

Last post by FiveK « Sun Jun 26, 2022 10:36 pm
Posted in Personal Investments
Replies: 6
by Raspberry-503 » Sun Jun 26, 2022 8:39 pm » in Personal Investments

6 Replies

429 Views

Last post by FiveK
Sun Jun 26, 2022 10:36 pm
At what amount would you bequeath IN TRUST instead of OUTRIGHT?

Last post by Luckywon « Sun Jun 26, 2022 10:35 pm
Posted in Personal Finance (Not Investing)
Replies: 18
by nyc212 » Sun Jun 26, 2022 1:20 pm » in Personal Finance (Not Investing)

18 Replies

1284 Views

Last post by Luckywon
Sun Jun 26, 2022 10:35 pm
Total portfolio allocation and withdrawal (TPAW)

Last post by Ben Mathew « Sun Jun 26, 2022 10:16 pm
Posted in Investing - Theory, News & General
Replies: 206
by Ben Mathew » Mon Nov 30, 2020 9:39 pm » in Investing - Theory, News & General
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206 Replies

36036 Views

Last post by Ben Mathew
Sun Jun 26, 2022 10:16 pm
Buying plane tickets right now...tips?

Last post by grabiner « Sun Jun 26, 2022 10:12 pm
Posted in Personal Consumer Issues
Replies: 29
by 28fe6 » Sat Jun 25, 2022 1:12 am » in Personal Consumer Issues

29 Replies

3115 Views

Last post by grabiner
Sun Jun 26, 2022 10:12 pm
What Book Are You Currently Reading? Part VI

Last post by Fallible « Sun Jun 26, 2022 10:06 pm
Posted in Personal Consumer Issues
Replies: 6003
by Alex Frakt » Mon Sep 22, 2014 11:14 am » in Personal Consumer Issues
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6003 Replies

1437540 Views

Last post by Fallible
Sun Jun 26, 2022 10:06 pm
Tell me about the CRV Hybrid

Last post by nura « Sun Jun 26, 2022 10:04 pm
Posted in Personal Consumer Issues
Replies: 26
by Fremdon Ferndock » Fri Jun 24, 2022 7:17 pm » in Personal Consumer Issues

26 Replies

2678 Views

Last post by nura
Sun Jun 26, 2022 10:04 pm
Anyone have any luck with new TSP login?

Last post by Poor Rod « Sun Jun 26, 2022 10:00 pm
Posted in Personal Finance (Not Investing)
Replies: 229
by gopackers » Wed Jun 01, 2022 9:48 am » in Personal Finance (Not Investing)
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229 Replies

16484 Views

Last post by Poor Rod
Sun Jun 26, 2022 10:00 pm
How high would interest rates have to go before you'd switch your (retirement) AA?

Last post by JackoC « Sun Jun 26, 2022 9:59 pm
Posted in Investing - Theory, News & General
Replies: 27
by Phyneas » Sat Jun 25, 2022 10:15 pm » in Investing - Theory, News & General

27 Replies

2640 Views

Last post by JackoC
Sun Jun 26, 2022 9:59 pm
Where to keep cash reserves / operating acct presently?

Last post by dbr « Sun Jun 26, 2022 9:58 pm
Posted in Personal Investments
Replies: 9
by hoptastic_voyage » Thu Jun 23, 2022 2:29 pm » in Personal Investments

9 Replies

1146 Views

Last post by dbr
Sun Jun 26, 2022 9:58 pm
Evaluating Two Job Offers

Last post by michaelscott « Sun Jun 26, 2022 9:53 pm
Posted in Personal Finance (Not Investing)
Replies: 21
by michaelscott » Sat Jun 25, 2022 9:41 pm » in Personal Finance (Not Investing)

21 Replies

1707 Views

Last post by michaelscott
Sun Jun 26, 2022 9:53 pm
Can I splurge on a Tesla model Y?

Last post by hoops777 « Sun Jun 26, 2022 9:49 pm
Posted in Personal Finance (Not Investing)
Replies: 55
by scx123 » Sat Jun 25, 2022 6:38 pm » in Personal Finance (Not Investing)
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55 Replies

4416 Views

Last post by hoops777
Sun Jun 26, 2022 9:49 pm
What are your experiences with Banks

Last post by whodidntante « Sun Jun 26, 2022 9:41 pm
Posted in Personal Consumer Issues
Replies: 37
by gavinsiu » Sat Jun 25, 2022 11:29 am » in Personal Consumer Issues

37 Replies

2249 Views

Last post by whodidntante
Sun Jun 26, 2022 9:41 pm
Fixed income: Brokerage CDs, bonds, or stable value fund?

Last post by FoundingFather « Sun Jun 26, 2022 9:38 pm
Posted in Investing - Theory, News & General
Replies: 11
by mtmingus » Sun Jun 26, 2022 10:51 am » in Investing - Theory, News & General

11 Replies

946 Views

Last post by FoundingFather
Sun Jun 26, 2022 9:38 pm
New England Trip need advice

Last post by JBTX « Sun Jun 26, 2022 9:23 pm
Posted in Personal Consumer Issues
Replies: 45
by JBTX » Sat Jun 25, 2022 2:57 pm » in Personal Consumer Issues

45 Replies

2263 Views

Last post by JBTX
Sun Jun 26, 2022 9:23 pm
Bridgewater shorting European Stocks and saying stocks and bonds have terrible prospects

Last post by pascalwager « Sun Jun 26, 2022 9:22 pm
Posted in Investing - Theory, News & General
Replies: 65
by steve321 » Sat Jun 18, 2022 3:24 am » in Investing - Theory, News & General
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65 Replies

6795 Views

Last post by pascalwager
Sun Jun 26, 2022 9:22 pm
Paying for Dad's Roth Conversion

Last post by Dottie57 « Sun Jun 26, 2022 9:20 pm
Posted in Personal Finance (Not Investing)
Replies: 48
by Ophiuchus » Thu Jun 23, 2022 12:34 pm » in Personal Finance (Not Investing)

48 Replies

3079 Views

Last post by Dottie57
Sun Jun 26, 2022 9:20 pm
How did you feel after giving notice to retire?

Last post by Dottie57 « Sun Jun 26, 2022 9:15 pm
Posted in Personal Consumer Issues
Replies: 65
by fsrph » Sat May 16, 2020 12:41 pm » in Personal Consumer Issues
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65 Replies

6526 Views

Last post by Dottie57
Sun Jun 26, 2022 9:15 pm
Close old credit cards

Last post by anon_investor « Sun Jun 26, 2022 9:15 pm
Posted in Personal Finance (Not Investing)
Replies: 30
by investor231i » Thu Jun 23, 2022 4:46 pm » in Personal Finance (Not Investing)

30 Replies

2960 Views

Last post by anon_investor
Sun Jun 26, 2022 9:15 pm
Upper Peninsula in October?

Last post by segfault « Sun Jun 26, 2022 9:14 pm
Posted in Personal Consumer Issues
Replies: 33
by marti038 » Tue Jun 21, 2022 10:34 am » in Personal Consumer Issues

33 Replies

3103 Views

Last post by segfault
Sun Jun 26, 2022 9:14 pm
Deciding the order of accounts to pull from in retirement

Last post by FiveK « Sun Jun 26, 2022 9:14 pm
Posted in Personal Investments
Replies: 17
by Marmot » Sat Jun 25, 2022 8:36 pm » in Personal Investments

17 Replies

2300 Views

Last post by FiveK
Sun Jun 26, 2022 9:14 pm
Changing full time work hours- any concerns?

Last post by FoundingFather « Sun Jun 26, 2022 9:12 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by nydoc » Sun Jun 26, 2022 4:37 pm » in Personal Finance (Not Investing)

3 Replies

565 Views

Last post by FoundingFather
Sun Jun 26, 2022 9:12 pm

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