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Big picture Roth planning

Last post by White Coat Investor « Thu Jan 16, 2025 1:15 pm
Posted in Personal Finance (Not Investing)
Replies: 12
by mopman78 » Wed Jan 15, 2025 2:23 pm » in Personal Finance (Not Investing)

12 Replies

816 Views

Last post by White Coat Investor
Thu Jan 16, 2025 1:15 pm
Pairing Balanced Funds

Last post by itnetpro « Thu Jan 16, 2025 1:14 pm
Posted in Personal Investments
Replies: 15
by Nadir » Wed Jan 08, 2025 1:12 pm » in Personal Investments

15 Replies

964 Views

Last post by itnetpro
Thu Jan 16, 2025 1:14 pm
Why or why not 100% equities for an accumulator?

Last post by GT99 « Thu Jan 16, 2025 1:14 pm
Posted in Investing - Theory, News & General
Replies: 53
by NoMoreNoise » Wed Jan 15, 2025 8:01 pm » in Investing - Theory, News & General
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53 Replies

2865 Views

Last post by GT99
Thu Jan 16, 2025 1:14 pm
Paying AARP/UHC Medicare Supplement Premiums

Last post by Tib « Thu Jan 16, 2025 1:13 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by Leesbro63 » Thu Jan 16, 2025 8:12 am » in Personal Finance (Not Investing)

5 Replies

318 Views

Last post by Tib
Thu Jan 16, 2025 1:13 pm
RMD: transfer in kind cost basis with spec ID weirdness

Last post by rkhusky « Thu Jan 16, 2025 1:11 pm
Posted in Personal Investments
Replies: 24
by ee_guy » Sun Mar 26, 2023 10:16 am » in Personal Investments

24 Replies

1292 Views

Last post by rkhusky
Thu Jan 16, 2025 1:11 pm
Title Displayed in Linked Threads

Last post by jayjayc « Thu Jan 16, 2025 1:08 pm
Posted in Forum Issues and Administration

by jayjayc » Thu Jan 16, 2025 1:08 pm » in Forum Issues and Administration

0 Replies

27 Views

Last post by jayjayc
Thu Jan 16, 2025 1:08 pm
Quality Tools

Last post by tibbitts « Thu Jan 16, 2025 1:08 pm
Posted in Personal Consumer Issues
Replies: 42
by rich126 » Mon Jan 13, 2025 6:25 pm » in Personal Consumer Issues

42 Replies

2445 Views

Last post by tibbitts
Thu Jan 16, 2025 1:08 pm
Primer on Paying Taxes With a Credit Card

Last post by czaj « Thu Jan 16, 2025 1:07 pm
Posted in Personal Finance (Not Investing)
Replies: 1070
by whodidntante » Sun Mar 24, 2019 4:50 pm » in Personal Finance (Not Investing)
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1070 Replies

205383 Views

Last post by czaj
Thu Jan 16, 2025 1:07 pm
Achieving Targte allocation - tIRA vs Roth

Last post by retired@50 « Thu Jan 16, 2025 1:06 pm
Posted in Investing - Theory, News & General
Replies: 1
by trueson1 » Thu Jan 16, 2025 11:57 am » in Investing - Theory, News & General

1 Replies

89 Views

Last post by retired@50
Thu Jan 16, 2025 1:06 pm
Radon testing and mitigation

Last post by GT99 « Thu Jan 16, 2025 1:06 pm
Posted in Personal Consumer Issues
Replies: 39
by Triple digit golfer » Mon Dec 18, 2023 5:05 pm » in Personal Consumer Issues

39 Replies

4260 Views

Last post by GT99
Thu Jan 16, 2025 1:06 pm
Roth IRA to tradition IRA or NonDeductible IRA

Last post by McNair « Thu Jan 16, 2025 1:06 pm
Posted in Personal Investments

by McNair » Thu Jan 16, 2025 1:06 pm » in Personal Investments

0 Replies

27 Views

Last post by McNair
Thu Jan 16, 2025 1:06 pm
2024 Capital loss carryover - Lost 2023 return

Last post by turnturnturn « Thu Jan 16, 2025 1:06 pm
Posted in Personal Finance (Not Investing)

by turnturnturn » Thu Jan 16, 2025 1:06 pm » in Personal Finance (Not Investing)

0 Replies

28 Views

Last post by turnturnturn
Thu Jan 16, 2025 1:06 pm
QCD acknowledgment letter

Last post by Faith20879 « Thu Jan 16, 2025 1:04 pm
Posted in Personal Finance (Not Investing)
Replies: 51
by mbres60 » Thu Nov 16, 2023 10:46 am » in Personal Finance (Not Investing)
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51 Replies

7239 Views

Last post by Faith20879
Thu Jan 16, 2025 1:04 pm
Is it safe to connect my Samsung TV to my Wi-Fi ?

Last post by valleyrock « Thu Jan 16, 2025 1:04 pm
Posted in Personal Consumer Issues
Replies: 8
by teelainen » Thu Jan 16, 2025 12:32 pm » in Personal Consumer Issues

8 Replies

252 Views

Last post by valleyrock
Thu Jan 16, 2025 1:04 pm
Phone Charging

Last post by zie « Thu Jan 16, 2025 1:03 pm
Posted in Personal Consumer Issues
Replies: 24
by sport » Wed Jan 15, 2025 11:31 am » in Personal Consumer Issues

24 Replies

1665 Views

Last post by zie
Thu Jan 16, 2025 1:03 pm
Addicted to high returns - please help me (convince me) derisk!

Last post by White Coat Investor « Thu Jan 16, 2025 1:03 pm
Posted in Personal Finance (Not Investing)
Replies: 34
by Vulcan0 » Wed Jan 15, 2025 11:57 pm » in Personal Finance (Not Investing)

34 Replies

2292 Views

Last post by White Coat Investor
Thu Jan 16, 2025 1:03 pm
Help Reducing Spending

Last post by KlangFool « Thu Jan 16, 2025 1:02 pm
Posted in Personal Finance (Not Investing)
Replies: 45
by Atgard » Wed Jan 15, 2025 9:05 pm » in Personal Finance (Not Investing)

45 Replies

2431 Views

Last post by KlangFool
Thu Jan 16, 2025 1:02 pm
Changing financial advisor at Fidelity (or in general)

Last post by PatrickA5 « Thu Jan 16, 2025 1:01 pm
Posted in Personal Investments
Replies: 15
by gunny » Wed Jan 15, 2025 10:08 pm » in Personal Investments

15 Replies

1000 Views

Last post by PatrickA5
Thu Jan 16, 2025 1:01 pm
Per Vanguard: Flip 60/40 portfolio to 40/60

Last post by rkhusky « Thu Jan 16, 2025 1:01 pm
Posted in Investing - Theory, News & General
Replies: 31
by Frank2012 » Mon Jan 13, 2025 9:37 am » in Investing - Theory, News & General

31 Replies

4387 Views

Last post by rkhusky
Thu Jan 16, 2025 1:01 pm
One bank to rule them all

Last post by mchampse « Thu Jan 16, 2025 1:00 pm
Posted in Personal Finance (Not Investing)
Replies: 17
by mchampse » Wed Jan 15, 2025 12:22 am » in Personal Finance (Not Investing)

17 Replies

2314 Views

Last post by mchampse
Thu Jan 16, 2025 1:00 pm
House w/ mortgage VS paid off house that burn down

Last post by ondarvr « Thu Jan 16, 2025 1:00 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by A-Commoner » Wed Jan 15, 2025 9:16 pm » in Personal Finance (Not Investing)

9 Replies

1452 Views

Last post by ondarvr
Thu Jan 16, 2025 1:00 pm
WisdomTree 90/60 US Efficient Core Fund [NTSX] (formerly US Balanced Fund)

Last post by RosieQ « Thu Jan 16, 2025 1:00 pm
Posted in Investing - Theory, News & General
Replies: 912
by kevinf » Wed Jan 29, 2020 9:56 pm » in Investing - Theory, News & General
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912 Replies

180834 Views

Last post by RosieQ
Thu Jan 16, 2025 1:00 pm
Roth conversion - SP500 or small cap

Last post by Fresh Air « Thu Jan 16, 2025 12:59 pm
Posted in Personal Investments
Replies: 9
by easyroc » Thu Jan 16, 2025 2:49 am » in Personal Investments

9 Replies

551 Views

Last post by Fresh Air
Thu Jan 16, 2025 12:59 pm
Investment Advice for my 75 y/o Mother

Last post by mchampse « Thu Jan 16, 2025 12:56 pm
Posted in Personal Investments
Replies: 7
by Gringacho » Wed Jan 15, 2025 4:21 pm » in Personal Investments

7 Replies

712 Views

Last post by mchampse
Thu Jan 16, 2025 12:56 pm
1099s as executor for deceased parents

Last post by almostretired1965 « Thu Jan 16, 2025 12:56 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by almostretired1965 » Thu Jan 16, 2025 10:56 am » in Personal Finance (Not Investing)

3 Replies

223 Views

Last post by almostretired1965
Thu Jan 16, 2025 12:56 pm
Portfolio review request - Finally above water!

Last post by PottedPlant « Thu Jan 16, 2025 12:55 pm
Posted in Personal Investments
Replies: 1
by SilverLining » Thu Jan 16, 2025 12:18 pm » in Personal Investments

1 Replies

129 Views

Last post by PottedPlant
Thu Jan 16, 2025 12:55 pm
Total Portfolio Allocation and Withdrawal (TPAW)

Last post by ConstantChrysalis « Thu Jan 16, 2025 12:55 pm
Posted in Investing - Theory, News & General
Replies: 1259
by Ben Mathew » Mon Nov 30, 2020 8:39 pm » in Investing - Theory, News & General
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1259 Replies

325826 Views

Last post by ConstantChrysalis
Thu Jan 16, 2025 12:55 pm
Handling the end of an independent contract

Last post by tenkuky « Thu Jan 16, 2025 12:55 pm
Posted in Personal Finance (Not Investing)
Replies: 32
by tenkuky » Fri Dec 27, 2024 10:14 am » in Personal Finance (Not Investing)

32 Replies

1655 Views

Last post by tenkuky
Thu Jan 16, 2025 12:55 pm
Alphaville LLC Issues New Research Report on Greenland

Last post by dcabler « Thu Jan 16, 2025 12:54 pm
Posted in Investing - Theory, News & General
Replies: 3
by DepressedJetsFan » Thu Jan 16, 2025 12:21 pm » in Investing - Theory, News & General

3 Replies

170 Views

Last post by dcabler
Thu Jan 16, 2025 12:54 pm
Tax Prep woes, please advise

Last post by neurosphere « Thu Jan 16, 2025 12:52 pm
Posted in Personal Finance (Not Investing)
Replies: 44
by huzen » Wed Jan 15, 2025 12:39 pm » in Personal Finance (Not Investing)

44 Replies

3007 Views

Last post by neurosphere
Thu Jan 16, 2025 12:52 pm
Taxes and Exchanging 401k Investments During Retirement

Last post by WeakOldGuy « Thu Jan 16, 2025 12:50 pm
Posted in Personal Investments
Replies: 2
by Kibby » Thu Jan 16, 2025 8:17 am » in Personal Investments

2 Replies

148 Views

Last post by WeakOldGuy
Thu Jan 16, 2025 12:50 pm
Can you use a Authenticator (TOTP) app with Vanguard?

Last post by cupcakeswsprinkles « Thu Jan 16, 2025 12:50 pm
Posted in Personal Consumer Issues

by cupcakeswsprinkles » Thu Jan 16, 2025 12:50 pm » in Personal Consumer Issues

0 Replies

48 Views

Last post by cupcakeswsprinkles
Thu Jan 16, 2025 12:50 pm
Capital One is at it again

Last post by runr « Thu Jan 16, 2025 12:47 pm
Posted in Personal Finance (Not Investing)
Replies: 403
by JD2775 » Wed Jun 17, 2020 10:21 pm » in Personal Finance (Not Investing)
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403 Replies

109198 Views

Last post by runr
Thu Jan 16, 2025 12:47 pm
Dividend Yield Effect on Monte Carlo Sim?

Last post by bonesly « Thu Jan 16, 2025 12:46 pm
Posted in Personal Investments
Replies: 4
by Chicagoprof » Wed Jan 15, 2025 1:22 pm » in Personal Investments

4 Replies

344 Views

Last post by bonesly
Thu Jan 16, 2025 12:46 pm
Why again do we rebalance?

Last post by KlangFool « Thu Jan 16, 2025 12:44 pm
Posted in Investing - Theory, News & General
Replies: 65
by MoneyIsTime » Wed Jan 15, 2025 2:20 pm » in Investing - Theory, News & General
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65 Replies

3579 Views

Last post by KlangFool
Thu Jan 16, 2025 12:44 pm
International (Non-US) versus US Equities (The "Arguments")

Last post by watchnerd « Thu Jan 16, 2025 12:43 pm
Posted in Investing - Theory, News & General
Replies: 8520
by CraigTester » Sun Jul 23, 2023 3:43 pm » in Investing - Theory, News & General
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8520 Replies

1814415 Views

Last post by watchnerd
Thu Jan 16, 2025 12:43 pm
US Bank 4% Smartly Visa Credit Card

Last post by Leesbro63 « Thu Jan 16, 2025 12:38 pm
Posted in Personal Finance (Not Investing)
Replies: 1688
by Bosro » Thu Sep 05, 2024 3:35 pm » in Personal Finance (Not Investing)
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1688 Replies

141946 Views

Last post by Leesbro63
Thu Jan 16, 2025 12:38 pm
Best Friend wants to leave car at our place wo insurance

Last post by McNair « Thu Jan 16, 2025 12:35 pm
Posted in Personal Consumer Issues
Replies: 43
by McNair » Sun Sep 15, 2024 3:40 pm » in Personal Consumer Issues

43 Replies

3186 Views

Last post by McNair
Thu Jan 16, 2025 12:35 pm
IRS PIN for the taxation year 2024 [Available Again 1/6/2025]

Last post by Deontic « Thu Jan 16, 2025 12:35 pm
Posted in Personal Finance (Not Investing)
Replies: 45
by student » Mon Jan 06, 2025 6:48 am » in Personal Finance (Not Investing)

45 Replies

2537 Views

Last post by Deontic
Thu Jan 16, 2025 12:35 pm
Rollover Questions - What would you do?

Last post by OpenMinded1 « Thu Jan 16, 2025 12:24 pm
Posted in Personal Consumer Issues
Replies: 4
by OpenMinded1 » Thu Jan 16, 2025 10:11 am » in Personal Consumer Issues

4 Replies

240 Views

Last post by OpenMinded1
Thu Jan 16, 2025 12:24 pm
Buy 10-year TIPS at auction?

Last post by watchnerd « Thu Jan 16, 2025 12:21 pm
Posted in Personal Investments
Replies: 19
by jefmafnl » Thu Jan 16, 2025 3:37 am » in Personal Investments

19 Replies

1164 Views

Last post by watchnerd
Thu Jan 16, 2025 12:21 pm
Modified versions of HFEA with ITT and Futures / Lifecycle Investing with Modern Portfolio Theory

Last post by gamthe « Thu Jan 16, 2025 12:20 pm
Posted in Investing - Theory, News & General
Replies: 3376
by skierincolorado » Fri Sep 03, 2021 10:27 pm » in Investing - Theory, News & General
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3376 Replies

780664 Views

Last post by gamthe
Thu Jan 16, 2025 12:20 pm
IRA transfer from CU (traditional) to Vanguard (rollover) and medallion

Last post by piton « Thu Jan 16, 2025 12:17 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by piton » Wed Jan 01, 2025 4:04 pm » in Personal Finance (Not Investing)

7 Replies

516 Views

Last post by piton
Thu Jan 16, 2025 12:17 pm
Becoming Florida Resident

Last post by PoppyA « Thu Jan 16, 2025 12:14 pm
Posted in Personal Consumer Issues
Replies: 49
by Mr. Potter » Thu Jan 16, 2025 5:50 am » in Personal Consumer Issues

49 Replies

1765 Views

Last post by PoppyA
Thu Jan 16, 2025 12:14 pm
Skiers - plan of action for first time skier

Last post by ETK517 « Thu Jan 16, 2025 12:13 pm
Posted in Personal Consumer Issues
Replies: 32
by YeahBuddy » Thu Jan 16, 2025 6:38 am » in Personal Consumer Issues

32 Replies

1055 Views

Last post by ETK517
Thu Jan 16, 2025 12:13 pm
Interactive Brokers / Globally Domiciled Funds suitable for U.K. expat

Last post by VoiceOfTheSoul « Thu Jan 16, 2025 12:13 pm
Posted in Non-US Investing
Replies: 18
by VoiceOfTheSoul » Fri Oct 25, 2024 1:24 pm » in Non-US Investing

18 Replies

2197 Views

Last post by VoiceOfTheSoul
Thu Jan 16, 2025 12:13 pm
Anyone hold floating rate notes?

Last post by anoop « Thu Jan 16, 2025 12:13 pm
Posted in Investing - Theory, News & General
Replies: 11
by blortchplop » Sun Sep 15, 2024 3:43 pm » in Investing - Theory, News & General

11 Replies

1101 Views

Last post by anoop
Thu Jan 16, 2025 12:13 pm
Thoughts on the site's new look? [In memory of Jack Bogle]

Last post by bogles the mind « Thu Jan 16, 2025 12:09 pm
Posted in Forum Issues and Administration
Replies: 4
by id0ntkn0wjack » Thu Jan 16, 2025 10:45 am » in Forum Issues and Administration

4 Replies

428 Views

Last post by bogles the mind
Thu Jan 16, 2025 12:09 pm
Excess Funds in Retirement - What to do?

Last post by WeakOldGuy « Thu Jan 16, 2025 12:09 pm
Posted in Personal Investments
Replies: 13
by NHBILLS5 » Wed Jan 15, 2025 2:35 pm » in Personal Investments

13 Replies

1710 Views

Last post by WeakOldGuy
Thu Jan 16, 2025 12:09 pm
Shiller PE now near 39 - 2nd highest ever

Last post by watchnerd « Thu Jan 16, 2025 12:08 pm
Posted in Investing - Theory, News & General
Replies: 1070
by RationalWalk » Wed Oct 02, 2024 5:01 pm » in Investing - Theory, News & General
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1070 Replies

89061 Views

Last post by watchnerd
Thu Jan 16, 2025 12:08 pm

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