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In-Service 401k Rollover from Principal Financial

Last post by alexbogle « Thu Sep 21, 2023 5:04 am
Posted in Personal Investments
Replies: 2
by nonstoprider » Wed Sep 20, 2023 8:35 pm » in Personal Investments

2 Replies

190 Views

Last post by alexbogle
Thu Sep 21, 2023 5:04 am
Has Edward Jones changed its practices?

Last post by Parkinglotracer « Thu Sep 21, 2023 4:54 am
Posted in Investing - Theory, News & General
Replies: 11
by GerryL » Wed Sep 20, 2023 9:08 pm » in Investing - Theory, News & General

11 Replies

1107 Views

Last post by Parkinglotracer
Thu Sep 21, 2023 4:54 am
How are you self-insuring for long-term care?

Last post by invest4 « Thu Sep 21, 2023 4:51 am
Posted in Investing - Theory, News & General
Replies: 26
by RationalWalk » Wed Sep 20, 2023 5:07 pm » in Investing - Theory, News & General

26 Replies

2090 Views

Last post by invest4
Thu Sep 21, 2023 4:51 am
Can cash contribution be made to HSA after Medicare enrollment for eligiblity prior to enrollment ?

Last post by CloseEnough « Thu Sep 21, 2023 4:51 am
Posted in Personal Finance (Not Investing)
Replies: 2
by CloseEnough » Tue Sep 19, 2023 7:20 pm » in Personal Finance (Not Investing)

2 Replies

335 Views

Last post by CloseEnough
Thu Sep 21, 2023 4:51 am
Deflation protection with TIPS

Last post by tonyclifton « Thu Sep 21, 2023 4:51 am
Posted in Investing - Theory, News & General
Replies: 9
by strongboy2005 » Wed Sep 20, 2023 5:50 pm » in Investing - Theory, News & General

9 Replies

942 Views

Last post by tonyclifton
Thu Sep 21, 2023 4:51 am
Fall Color Trip to Colorado

Last post by Dave5280 « Thu Sep 21, 2023 4:45 am
Posted in Personal Consumer Issues
Replies: 11
by chuckwalla » Tue Sep 19, 2023 3:05 pm » in Personal Consumer Issues

11 Replies

1216 Views

Last post by Dave5280
Thu Sep 21, 2023 4:45 am
South Carolina Vacation

Last post by neilpilot « Thu Sep 21, 2023 4:35 am
Posted in Personal Consumer Issues
Replies: 8
by MP173 » Wed Sep 20, 2023 7:35 pm » in Personal Consumer Issues

8 Replies

556 Views

Last post by neilpilot
Thu Sep 21, 2023 4:35 am
$6k annual grocery limit on AMEX blue cash card

Last post by rossington « Thu Sep 21, 2023 4:28 am
Posted in Personal Finance (Not Investing)
Replies: 6
by grogu » Thu Sep 21, 2023 12:31 am » in Personal Finance (Not Investing)

6 Replies

522 Views

Last post by rossington
Thu Sep 21, 2023 4:28 am
Safe Withdrawal Rates: Does it matter if the bond component is short, intermediate, or long?

Last post by StillGoing « Thu Sep 21, 2023 4:18 am
Posted in Investing - Theory, News & General
Replies: 31
by StillGoing » Sat Sep 16, 2023 1:58 am » in Investing - Theory, News & General

31 Replies

3700 Views

Last post by StillGoing
Thu Sep 21, 2023 4:18 am
CDs callable v. non-callable

Last post by JDave « Thu Sep 21, 2023 4:16 am
Posted in Personal Investments
Replies: 15
by Homer » Wed Sep 20, 2023 3:13 pm » in Personal Investments

15 Replies

988 Views

Last post by JDave
Thu Sep 21, 2023 4:16 am
"BogleDocs" Chapter for Physicians & Healthcare Professionals - Please Respond if Interested!

Last post by BabaWawa « Thu Sep 21, 2023 4:02 am
Posted in US Chapters
Replies: 44
by thebogledoc » Tue Sep 19, 2023 10:06 pm » in US Chapters

44 Replies

2315 Views

Last post by BabaWawa
Thu Sep 21, 2023 4:02 am
Pension denied with Northrop Grumman

Last post by starfury « Thu Sep 21, 2023 3:54 am
Posted in Personal Finance (Not Investing)
Replies: 23
by Frankfurter123 » Tue Sep 19, 2023 2:38 pm » in Personal Finance (Not Investing)

23 Replies

5216 Views

Last post by starfury
Thu Sep 21, 2023 3:54 am
Low cost cellular phone service plans

Last post by gotoparks « Thu Sep 21, 2023 3:38 am
Posted in Personal Consumer Issues

by gotoparks » Thu Sep 21, 2023 3:38 am » in Personal Consumer Issues

0 Replies

123 Views

Last post by gotoparks
Thu Sep 21, 2023 3:38 am
International (Non-US) versus US Equities (The "Arguments")

Last post by unwitting_gulag « Thu Sep 21, 2023 3:24 am
Posted in Investing - Theory, News & General
Replies: 2958
by CraigTester » Sun Jul 23, 2023 3:43 pm » in Investing - Theory, News & General
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2958 Replies

130265 Views

Last post by unwitting_gulag
Thu Sep 21, 2023 3:24 am
IRS interest charge

Last post by EddyB « Thu Sep 21, 2023 3:24 am
Posted in Investing - Theory, News & General

by EddyB » Thu Sep 21, 2023 3:24 am » in Investing - Theory, News & General

0 Replies

132 Views

Last post by EddyB
Thu Sep 21, 2023 3:24 am
Tips on staying the course

Last post by HipCoyote « Thu Sep 21, 2023 3:13 am
Posted in Personal Investments
Replies: 22
by LazyDaze » Wed Sep 20, 2023 6:12 pm » in Personal Investments

22 Replies

1221 Views

Last post by HipCoyote
Thu Sep 21, 2023 3:13 am
Portfolio review and windfall advice - United Kingdom

Last post by Valuethinker « Thu Sep 21, 2023 3:09 am
Posted in Non-US Investing
Replies: 7
by Otter1997 » Tue Sep 19, 2023 2:01 pm » in Non-US Investing

7 Replies

898 Views

Last post by Valuethinker
Thu Sep 21, 2023 3:09 am
Porfolio review: 6.5M & scared to spend?

Last post by EddyB « Thu Sep 21, 2023 3:05 am
Posted in Personal Investments
Replies: 25
by tac55 » Sat Sep 16, 2023 11:49 am » in Personal Investments

25 Replies

6859 Views

Last post by EddyB
Thu Sep 21, 2023 3:05 am
Modified versions of HFEA with ITT and Futures / Lifecycle Investing with Modern Portfolio Theory

Last post by comeinvest « Thu Sep 21, 2023 3:01 am
Posted in Investing - Theory, News & General
Replies: 2744
by skierincolorado » Fri Sep 03, 2021 10:27 pm » in Investing - Theory, News & General
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2744 Replies

296915 Views

Last post by comeinvest
Thu Sep 21, 2023 3:01 am
IRS Form 1116 (foreign income tax paid)

Last post by typical.investor « Thu Sep 21, 2023 2:17 am
Posted in Personal Finance (Not Investing)
Replies: 2
by redeem_ct » Thu Sep 21, 2023 1:33 am » in Personal Finance (Not Investing)

2 Replies

226 Views

Last post by typical.investor
Thu Sep 21, 2023 2:17 am
Alternative BND in taxable account ?

Last post by the_wiki « Thu Sep 21, 2023 1:54 am
Posted in Personal Investments
Replies: 1
by chupapa » Wed Sep 20, 2023 11:18 pm » in Personal Investments

1 Replies

312 Views

Last post by the_wiki
Thu Sep 21, 2023 1:54 am
Everything to Fidelity

Last post by typical.investor « Thu Sep 21, 2023 1:45 am
Posted in Personal Investments
Replies: 104
by Charles Joseph » Mon Sep 11, 2023 6:21 pm » in Personal Investments
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104 Replies

9699 Views

Last post by typical.investor
Thu Sep 21, 2023 1:45 am
Tell me again, why dividends are not useful ?

Last post by muffins14 « Thu Sep 21, 2023 1:35 am
Posted in Investing - Theory, News & General
Replies: 1148
by sjar » Tue Jun 13, 2023 7:51 pm » in Investing - Theory, News & General
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1148 Replies

70805 Views

Last post by muffins14
Thu Sep 21, 2023 1:35 am
EPSS Ordinary Income (not on W2) - where to report on Tax return

Last post by ssel « Thu Sep 21, 2023 1:31 am
Posted in Personal Finance (Not Investing)
Replies: 11
by fred2017 » Fri Sep 15, 2023 2:30 pm » in Personal Finance (Not Investing)

11 Replies

1267 Views

Last post by ssel
Thu Sep 21, 2023 1:31 am
I Bonds Mega Thread (I Bond Heads Rejoice!)

Last post by fujiters « Thu Sep 21, 2023 1:30 am
Posted in Investing - Theory, News & General
Replies: 5641
by tomsense76 » Tue Apr 13, 2021 10:39 pm » in Investing - Theory, News & General
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5641 Replies

702704 Views

Last post by fujiters
Thu Sep 21, 2023 1:30 am
Problems with a Vanguard 529 account. They closed it.

Last post by typical.investor « Thu Sep 21, 2023 1:15 am
Posted in Personal Finance (Not Investing)
Replies: 23
by bobequus » Wed Sep 20, 2023 3:23 pm » in Personal Finance (Not Investing)

23 Replies

1415 Views

Last post by typical.investor
Thu Sep 21, 2023 1:15 am
Advice on portfolio, rollovers, and general investing

Last post by kirbybrik « Thu Sep 21, 2023 1:11 am
Posted in Personal Investments
Replies: 2
by kirbybrik » Wed Sep 20, 2023 8:12 pm » in Personal Investments

2 Replies

317 Views

Last post by kirbybrik
Thu Sep 21, 2023 1:11 am
Anyone using SOFI for their banking?

Last post by vaylie « Thu Sep 21, 2023 1:10 am
Posted in Personal Finance (Not Investing)
Replies: 10
by BV3273 » Wed Sep 20, 2023 7:03 am » in Personal Finance (Not Investing)

10 Replies

845 Views

Last post by vaylie
Thu Sep 21, 2023 1:10 am
South Florida Local Chapter

Last post by Miriam2 « Thu Sep 21, 2023 1:10 am
Posted in US Chapters
Replies: 602
by niteowls » Thu Dec 09, 2010 10:38 am » in US Chapters
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602 Replies

170499 Views

Last post by Miriam2
Thu Sep 21, 2023 1:10 am
Roll Call for the Retirement Class of 2023!

Last post by Miriam2 « Thu Sep 21, 2023 1:03 am
Posted in US Chapters
Replies: 243
by Miriam2 » Thu May 26, 2022 7:34 pm » in US Chapters
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243 Replies

38246 Views

Last post by Miriam2
Thu Sep 21, 2023 1:03 am
How much would it cost me to transfer out of Betterment? How?

Last post by passive101 « Thu Sep 21, 2023 1:00 am
Posted in Personal Investments
Replies: 3
by passive101 » Wed Sep 20, 2023 11:47 pm » in Personal Investments

3 Replies

334 Views

Last post by passive101
Thu Sep 21, 2023 1:00 am
Debit card fraud

Last post by blimp « Thu Sep 21, 2023 12:57 am
Posted in Personal Finance (Not Investing)
Replies: 3
by Dead Man Walking » Wed Sep 20, 2023 8:33 pm » in Personal Finance (Not Investing)

3 Replies

539 Views

Last post by blimp
Thu Sep 21, 2023 12:57 am
Deduction for medical expenses

Last post by shess « Thu Sep 21, 2023 12:48 am
Posted in Personal Finance (Not Investing)
Replies: 24
by savingsmom » Wed Sep 20, 2023 8:13 am » in Personal Finance (Not Investing)

24 Replies

1564 Views

Last post by shess
Thu Sep 21, 2023 12:48 am
PG&E Senior Discount Programs in CA

Last post by nonnie « Thu Sep 21, 2023 12:37 am
Posted in Personal Consumer Issues
Replies: 6
by gavinsiu » Mon Aug 14, 2023 8:44 pm » in Personal Consumer Issues

6 Replies

1188 Views

Last post by nonnie
Thu Sep 21, 2023 12:37 am
Premium for 2 million umbrella policy

Last post by littlebird « Thu Sep 21, 2023 12:37 am
Posted in Personal Finance (Not Investing)
Replies: 94
by A440 » Mon Jul 31, 2023 4:00 pm » in Personal Finance (Not Investing)
1

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94 Replies

11723 Views

Last post by littlebird
Thu Sep 21, 2023 12:37 am
moving Roth IRA from Vanguard to Fidelity

Last post by telemark « Thu Sep 21, 2023 12:28 am
Posted in Personal Investments
Replies: 9
by inspector00 » Wed Sep 20, 2023 7:47 pm » in Personal Investments

9 Replies

678 Views

Last post by telemark
Thu Sep 21, 2023 12:28 am
iPhone user thinking of switching to Android... Samsung or Pixel?

Last post by FIRWYW « Thu Sep 21, 2023 12:27 am
Posted in Personal Consumer Issues
Replies: 67
by MtnTravel » Fri Sep 15, 2023 7:57 am » in Personal Consumer Issues
1

2
67 Replies

4889 Views

Last post by FIRWYW
Thu Sep 21, 2023 12:27 am
Lump Sum vs Pension for University of California - Why is the answer so obvious?

Last post by Sandi_k « Thu Sep 21, 2023 12:23 am
Posted in Personal Investments
Replies: 55
by MrCheapo » Sat Aug 12, 2023 1:11 pm » in Personal Investments
1

2
55 Replies

6618 Views

Last post by Sandi_k
Thu Sep 21, 2023 12:23 am
VPW - Help in understanding Table

Last post by rob « Thu Sep 21, 2023 12:17 am
Posted in Personal Finance (Not Investing)

by rob » Thu Sep 21, 2023 12:17 am » in Personal Finance (Not Investing)

0 Replies

133 Views

Last post by rob
Thu Sep 21, 2023 12:17 am
Recent ER Reductions

Last post by White Coat Investor « Thu Sep 21, 2023 12:12 am
Posted in Investing - Theory, News & General
Replies: 18
by Cocoa Beach Bum » Mon Sep 18, 2023 6:35 pm » in Investing - Theory, News & General

18 Replies

2404 Views

Last post by White Coat Investor
Thu Sep 21, 2023 12:12 am
Can an heir assume a reverse mortgage?

Last post by mhalley « Thu Sep 21, 2023 12:02 am
Posted in Personal Finance (Not Investing)
Replies: 1
by RetiredCSProf » Wed Sep 20, 2023 11:56 pm » in Personal Finance (Not Investing)

1 Replies

268 Views

Last post by mhalley
Thu Sep 21, 2023 12:02 am
Taxation of Treasury bills, notes and bonds

Last post by Jaylat « Wed Sep 20, 2023 11:57 pm
Posted in Investing - Theory, News & General
Replies: 555
by Kevin M » Tue Nov 15, 2022 7:26 pm » in Investing - Theory, News & General
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555 Replies

72638 Views

Last post by Jaylat
Wed Sep 20, 2023 11:57 pm
STRIPS vs. TIPS vs. Treasuries

Last post by protagonist « Wed Sep 20, 2023 11:53 pm
Posted in Personal Investments
Replies: 18
by DesertInvestor » Fri Jul 29, 2022 6:56 pm » in Personal Investments

18 Replies

2516 Views

Last post by protagonist
Wed Sep 20, 2023 11:53 pm
Rebalancing after large TIPS ladder purchase?

Last post by markgardner « Wed Sep 20, 2023 11:51 pm
Posted in Personal Investments
Replies: 8
by alife » Mon Sep 18, 2023 6:21 pm » in Personal Investments

8 Replies

995 Views

Last post by markgardner
Wed Sep 20, 2023 11:51 pm
How to minimize penalties and taxes??

Last post by Throwaway90 « Wed Sep 20, 2023 11:50 pm
Posted in Personal Investments

by Throwaway90 » Wed Sep 20, 2023 11:50 pm » in Personal Investments

0 Replies

56 Views

Last post by Throwaway90
Wed Sep 20, 2023 11:50 pm
Credit Card Debt at the Time of Death

Last post by nonnie « Wed Sep 20, 2023 11:46 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by Carefreeap » Wed Sep 20, 2023 5:26 pm » in Personal Finance (Not Investing)

10 Replies

1173 Views

Last post by nonnie
Wed Sep 20, 2023 11:46 pm
401k help for a new investor

Last post by cjcerny « Wed Sep 20, 2023 11:44 pm
Posted in Personal Investments
Replies: 8
by PendentUpbeat » Wed Sep 20, 2023 7:14 pm » in Personal Investments

8 Replies

447 Views

Last post by cjcerny
Wed Sep 20, 2023 11:44 pm
Basic Social Security Question

Last post by gregable « Wed Sep 20, 2023 11:39 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by Call_Me_Op » Mon Sep 18, 2023 7:02 am » in Personal Finance (Not Investing)

14 Replies

2600 Views

Last post by gregable
Wed Sep 20, 2023 11:39 pm
Have to Go to Probate to Get Access to POD Acct? Issues with USAA

Last post by Luckywon « Wed Sep 20, 2023 11:33 pm
Posted in Personal Finance (Not Investing)
Replies: 33
by Carefreeap » Mon Sep 18, 2023 10:02 am » in Personal Finance (Not Investing)

33 Replies

2847 Views

Last post by Luckywon
Wed Sep 20, 2023 11:33 pm
Vanguard - locked out

Last post by typical.investor « Wed Sep 20, 2023 11:29 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by JBTX » Wed Sep 20, 2023 7:39 pm » in Personal Finance (Not Investing)

8 Replies

952 Views

Last post by typical.investor
Wed Sep 20, 2023 11:29 pm

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