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Depositing checks to a trust account

Last post by celia « Mon Jan 20, 2025 8:43 pm
Posted in Personal Finance (Not Investing)
Replies: 19
by snic » Sun Jan 19, 2025 6:17 pm » in Personal Finance (Not Investing)

19 Replies

1108 Views

Last post by celia
Mon Jan 20, 2025 8:43 pm
Newbie just starting out

Last post by Affiliate1099 « Mon Jan 20, 2025 8:42 pm
Posted in Personal Investments
Replies: 9
by Affiliate1099 » Mon Jan 20, 2025 1:50 pm » in Personal Investments

9 Replies

382 Views

Last post by Affiliate1099
Mon Jan 20, 2025 8:42 pm
Delay some earnings to pursue my dream?

Last post by mermlund « Mon Jan 20, 2025 8:41 pm
Posted in Personal Finance (Not Investing)

by mermlund » Mon Jan 20, 2025 8:41 pm » in Personal Finance (Not Investing)

0 Replies

8 Views

Last post by mermlund
Mon Jan 20, 2025 8:41 pm
Help! My late father bought me a variable universal life insurance policy when I was 8. I'm 45 now and it's still going.

Last post by Stinky « Mon Jan 20, 2025 8:41 pm
Posted in Personal Finance (Not Investing)
Replies: 44
by NeoNeo » Tue Nov 05, 2024 12:59 am » in Personal Finance (Not Investing)

44 Replies

5827 Views

Last post by Stinky
Mon Jan 20, 2025 8:41 pm
RMD Tax Withholding

Last post by capran « Mon Jan 20, 2025 8:40 pm
Posted in Personal Finance (Not Investing)
Replies: 128
by bucky6225 » Sun Jan 14, 2024 8:13 am » in Personal Finance (Not Investing)
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128 Replies

13930 Views

Last post by capran
Mon Jan 20, 2025 8:40 pm
Portfolio Review for Aging Parents

Last post by Sandi_k « Mon Jan 20, 2025 8:39 pm
Posted in Personal Investments
Replies: 3
by photohistorica » Mon Jan 20, 2025 1:10 pm » in Personal Investments

3 Replies

340 Views

Last post by Sandi_k
Mon Jan 20, 2025 8:39 pm
Wife's New Trust Fund - Should I Protect My Assets Too?

Last post by lereh « Mon Jan 20, 2025 8:39 pm
Posted in Personal Finance (Not Investing)
Replies: 55
by curiousgeorge15 » Sun Jan 19, 2025 11:22 am » in Personal Finance (Not Investing)
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55 Replies

5632 Views

Last post by lereh
Mon Jan 20, 2025 8:39 pm
What Part of "Stay the Course" is So Hard for People to Understand?

Last post by skipper « Mon Jan 20, 2025 8:39 pm
Posted in Investing - Theory, News & General
Replies: 201
by White Coat Investor » Sat Jan 18, 2025 11:34 pm » in Investing - Theory, News & General
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201 Replies

12312 Views

Last post by skipper
Mon Jan 20, 2025 8:39 pm
Acquaintance invested in a private placement [ROMTech] that I suspect is a scam. Can the money be retrieved?

Last post by snackdog « Mon Jan 20, 2025 8:38 pm
Posted in Personal Investments
Replies: 62
by scintillator » Sun Sep 10, 2023 7:01 am » in Personal Investments
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62 Replies

12565 Views

Last post by snackdog
Mon Jan 20, 2025 8:38 pm
Stocks for the Long Run? Sometimes yes. Sometimes no.

Last post by nisiprius « Mon Jan 20, 2025 8:37 pm
Posted in Investing - Theory, News & General
Replies: 58
by McQ » Thu Nov 16, 2023 3:22 pm » in Investing - Theory, News & General
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58 Replies

20737 Views

Last post by nisiprius
Mon Jan 20, 2025 8:37 pm
Why hold TIPS at all? Why not I Bonds instead?

Last post by LadyGeek « Mon Jan 20, 2025 8:35 pm
Posted in Investing - Theory, News & General
Replies: 90
by Helium » Mon Nov 11, 2024 12:37 pm » in Investing - Theory, News & General
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90 Replies

6772 Views

Last post by LadyGeek
Mon Jan 20, 2025 8:35 pm
Switching to 100% stocks

Last post by geocache59 « Mon Jan 20, 2025 8:35 pm
Posted in Personal Investments
Replies: 10
by geocache59 » Mon Jan 20, 2025 5:47 pm » in Personal Investments

10 Replies

844 Views

Last post by geocache59
Mon Jan 20, 2025 8:35 pm
2025 - Where do you bank and why?

Last post by GoodOmens « Mon Jan 20, 2025 8:34 pm
Posted in Personal Finance (Not Investing)
Replies: 199
by holeintheairmattress » Wed Jan 01, 2025 7:45 am » in Personal Finance (Not Investing)
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199 Replies

18033 Views

Last post by GoodOmens
Mon Jan 20, 2025 8:34 pm
Have any retirees here invested in TIAA traditional annuity? Any regrets?

Last post by SeekingSecurity « Mon Jan 20, 2025 8:34 pm
Posted in Personal Investments
Replies: 16
by ultrastar » Mon Jan 20, 2025 2:14 pm » in Personal Investments

16 Replies

828 Views

Last post by SeekingSecurity
Mon Jan 20, 2025 8:34 pm
How to transfer HSA without fees?

Last post by dcabler « Mon Jan 20, 2025 8:32 pm
Posted in Personal Investments
Replies: 33
by joneeboy3000 » Sun Jan 05, 2025 9:05 am » in Personal Investments

33 Replies

2367 Views

Last post by dcabler
Mon Jan 20, 2025 8:32 pm
"Experts Forecast Stock and Bond Returns: 2025 Edition" - Christine Benz, Morningstar

Last post by Stubbie « Mon Jan 20, 2025 8:31 pm
Posted in Investing - Theory, News & General
Replies: 24
by Xexanoth » Sun Jan 19, 2025 2:00 pm » in Investing - Theory, News & General

24 Replies

2669 Views

Last post by Stubbie
Mon Jan 20, 2025 8:31 pm
Conflicting Answers on Inherited IRA RMD's

Last post by kpo2024 « Mon Jan 20, 2025 8:29 pm
Posted in Personal Investments
Replies: 2
by kpo2024 » Mon Jan 20, 2025 6:24 pm » in Personal Investments

2 Replies

210 Views

Last post by kpo2024
Mon Jan 20, 2025 8:29 pm
An Anecdotal Experience of Household Spending

Last post by skipper « Mon Jan 20, 2025 8:28 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by EricGold » Mon Jan 20, 2025 8:08 pm » in Personal Finance (Not Investing)

1 Replies

208 Views

Last post by skipper
Mon Jan 20, 2025 8:28 pm
success rate of a portfolio based on MC simulation

Last post by itnetpro « Mon Jan 20, 2025 8:28 pm
Posted in Personal Investments
Replies: 5
by Cincy_1988 » Mon Jan 20, 2025 6:14 pm » in Personal Investments

5 Replies

303 Views

Last post by itnetpro
Mon Jan 20, 2025 8:28 pm
Shiller PE now near 39 - 2nd highest ever

Last post by watchnerd « Mon Jan 20, 2025 8:27 pm
Posted in Investing - Theory, News & General
Replies: 1126
by RationalWalk » Wed Oct 02, 2024 5:01 pm » in Investing - Theory, News & General
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1126 Replies

96730 Views

Last post by watchnerd
Mon Jan 20, 2025 8:27 pm
Money Market Funds vs T-Bill Funds

Last post by nalor511 « Mon Jan 20, 2025 8:27 pm
Posted in Personal Investments
Replies: 5
by Zakayla » Mon Jan 20, 2025 6:14 pm » in Personal Investments

5 Replies

545 Views

Last post by nalor511
Mon Jan 20, 2025 8:27 pm
Gifting kids 2X19k plus 100k towards house purchase

Last post by Copernicus « Mon Jan 20, 2025 8:26 pm
Posted in Personal Finance (Not Investing)

by Copernicus » Mon Jan 20, 2025 8:26 pm » in Personal Finance (Not Investing)

0 Replies

87 Views

Last post by Copernicus
Mon Jan 20, 2025 8:26 pm
Best way to advise about AUM hype?

Last post by 2pedals « Mon Jan 20, 2025 8:25 pm
Posted in Investing - Theory, News & General
Replies: 28
by rustwood » Sun Jan 19, 2025 2:13 pm » in Investing - Theory, News & General

28 Replies

2047 Views

Last post by 2pedals
Mon Jan 20, 2025 8:25 pm
Restaurant Apps? InKind?

Last post by techbud « Mon Jan 20, 2025 8:24 pm
Posted in Personal Consumer Issues
Replies: 4
by LaurenRose » Mon Jan 20, 2025 8:24 am » in Personal Consumer Issues

4 Replies

328 Views

Last post by techbud
Mon Jan 20, 2025 8:24 pm
Who sends K-1s from trusts?

Last post by asset_chaos « Mon Jan 20, 2025 8:18 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by MIZCHI » Mon Jan 20, 2025 3:42 pm » in Personal Finance (Not Investing)

7 Replies

549 Views

Last post by asset_chaos
Mon Jan 20, 2025 8:18 pm
sanity check on a possible real estate investment

Last post by itnetpro « Mon Jan 20, 2025 8:18 pm
Posted in Personal Investments
Replies: 31
by Roothy » Mon Jan 20, 2025 1:43 pm » in Personal Investments

31 Replies

1330 Views

Last post by itnetpro
Mon Jan 20, 2025 8:18 pm
Capital gains tax and mutual funds or ETFs

Last post by grabiner « Mon Jan 20, 2025 8:17 pm
Posted in Investing - Theory, News & General
Replies: 6
by Friend50 » Sat Jan 18, 2025 4:24 am » in Investing - Theory, News & General

6 Replies

667 Views

Last post by grabiner
Mon Jan 20, 2025 8:17 pm
Year in Hawaii: where to call home?

Last post by typical.investor « Mon Jan 20, 2025 8:13 pm
Posted in Personal Finance (Not Investing)
Replies: 21
by cfaboy » Sat Jan 18, 2025 12:59 pm » in Personal Finance (Not Investing)

21 Replies

2674 Views

Last post by typical.investor
Mon Jan 20, 2025 8:13 pm
Highly concentrated stock positions & seeking feedback (AAPL, GOOGL)

Last post by shess « Mon Jan 20, 2025 8:05 pm
Posted in Personal Investments
Replies: 98
by indexin99 » Mon Nov 20, 2023 11:58 am » in Personal Investments
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98 Replies

12544 Views

Last post by shess
Mon Jan 20, 2025 8:05 pm
Help! I'm now a trustee and beneficiary of an irrevocable trust - what do I do next?

Last post by HomeStretch « Mon Jan 20, 2025 8:04 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by synapticgap5000 » Mon Jan 20, 2025 6:33 pm » in Personal Finance (Not Investing)

7 Replies

490 Views

Last post by HomeStretch
Mon Jan 20, 2025 8:04 pm
Bond funds and looking for a hedge

Last post by grabiner « Mon Jan 20, 2025 8:01 pm
Posted in Personal Investments
Replies: 8
by bowerynation86 » Sun Jan 19, 2025 10:31 pm » in Personal Investments

8 Replies

782 Views

Last post by grabiner
Mon Jan 20, 2025 8:01 pm
dividends

Last post by rkhusky « Mon Jan 20, 2025 8:00 pm
Posted in Personal Investments
Replies: 8
by filbert » Mon Jan 20, 2025 2:55 pm » in Personal Investments

8 Replies

710 Views

Last post by rkhusky
Mon Jan 20, 2025 8:00 pm
Social Security earnings in death year

Last post by ssel « Mon Jan 20, 2025 7:57 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by throwaway1535 » Mon Jan 20, 2025 1:47 pm » in Personal Finance (Not Investing)

5 Replies

389 Views

Last post by ssel
Mon Jan 20, 2025 7:57 pm
Convince retirees stocks [Convince this retiree to invest in stocks]

Last post by drhoda « Mon Jan 20, 2025 7:48 pm
Posted in Personal Investments
Replies: 8
by newport » Mon Jan 20, 2025 9:11 am » in Personal Investments

8 Replies

726 Views

Last post by drhoda
Mon Jan 20, 2025 7:48 pm
Who are your must-read BH posters, and why

Last post by skipper « Mon Jan 20, 2025 7:46 pm
Posted in Investing - Theory, News & General
Replies: 81
by Rocinante Rider » Sun Jan 19, 2025 4:03 pm » in Investing - Theory, News & General
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81 Replies

4950 Views

Last post by skipper
Mon Jan 20, 2025 7:46 pm
[CD about to mature - What to invest in?]

Last post by June2023 « Mon Jan 20, 2025 7:46 pm
Posted in Personal Investments
Replies: 4
by June2023 » Mon Jan 20, 2025 1:35 pm » in Personal Investments

4 Replies

347 Views

Last post by June2023
Mon Jan 20, 2025 7:46 pm
Mega Backdoor Roth 401k logistics with Empower

Last post by ChiKid24 « Mon Jan 20, 2025 7:41 pm
Posted in Personal Investments
Replies: 41
by username19215 » Wed Nov 22, 2023 6:49 pm » in Personal Investments

41 Replies

8381 Views

Last post by ChiKid24
Mon Jan 20, 2025 7:41 pm
[What TV Show Have You Recently Watched?]

Last post by LadyGeek « Mon Jan 20, 2025 7:41 pm
Posted in Personal Consumer Issues
Replies: 6828
by dbCooperAir » Tue Jan 05, 2016 8:32 pm » in Personal Consumer Issues
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6828 Replies

873419 Views

Last post by LadyGeek
Mon Jan 20, 2025 7:41 pm
Master thread for Washington DC Area Bogleheads

Last post by grabiner « Mon Jan 20, 2025 7:38 pm
Posted in US Chapters
Replies: 256
by grabiner » Thu May 22, 2014 9:34 pm » in US Chapters
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256 Replies

171964 Views

Last post by grabiner
Mon Jan 20, 2025 7:38 pm
Share your net worth progression

Last post by ChiKid24 « Mon Jan 20, 2025 7:38 pm
Posted in Personal Finance (Not Investing)
Replies: 4842
by techcrium » Tue May 13, 2014 10:14 am » in Personal Finance (Not Investing)
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4842 Replies

1289556 Views

Last post by ChiKid24
Mon Jan 20, 2025 7:38 pm
How much home can afford with baby otw

Last post by Watty « Mon Jan 20, 2025 7:37 pm
Posted in Personal Finance (Not Investing)
Replies: 19
by Bhairston2018 » Mon Jan 20, 2025 6:41 am » in Personal Finance (Not Investing)

19 Replies

1273 Views

Last post by Watty
Mon Jan 20, 2025 7:37 pm
Actual Return of an investor's 60/40 portfolio

Last post by paper200 « Mon Jan 20, 2025 7:36 pm
Posted in Investing - Theory, News & General
Replies: 30
by KlangFool » Mon Jan 20, 2025 9:11 am » in Investing - Theory, News & General

30 Replies

2289 Views

Last post by paper200
Mon Jan 20, 2025 7:36 pm
What Movie Have You Recently Watched?

Last post by Sandi_k « Mon Jan 20, 2025 7:35 pm
Posted in Personal Consumer Issues
Replies: 12738
by abuss368 » Sat Aug 30, 2014 3:35 pm » in Personal Consumer Issues
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12738 Replies

2370479 Views

Last post by Sandi_k
Mon Jan 20, 2025 7:35 pm
Asset Allocation for 1% Withdrawal & Scratching an Itch

Last post by jdibber « Mon Jan 20, 2025 7:31 pm
Posted in Personal Investments
Replies: 12
by sponge » Mon Jan 20, 2025 2:19 pm » in Personal Investments

12 Replies

770 Views

Last post by jdibber
Mon Jan 20, 2025 7:31 pm
M1Platform

Last post by BackToSchoolDad « Mon Jan 20, 2025 7:31 pm
Posted in Investing - Theory, News & General
Replies: 12
by Kmakkiya » Mon Jan 20, 2025 12:03 pm » in Investing - Theory, News & General

12 Replies

619 Views

Last post by BackToSchoolDad
Mon Jan 20, 2025 7:31 pm
[2023 Taxes] Vanguard U.S. government obligations income information

Last post by jebmke « Mon Jan 20, 2025 7:30 pm
Posted in Investing - Theory, News & General
Replies: 12
by b4nash » Tue Jan 16, 2024 10:09 pm » in Investing - Theory, News & General

12 Replies

2006 Views

Last post by jebmke
Mon Jan 20, 2025 7:30 pm
[Advisors are pressured by Fidelity to put Clients in more expensive investments]

Last post by nedsaid « Mon Jan 20, 2025 7:25 pm
Posted in Investing - Theory, News & General
Replies: 138
by Dufus » Mon Dec 02, 2024 6:01 pm » in Investing - Theory, News & General
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138 Replies

7272 Views

Last post by nedsaid
Mon Jan 20, 2025 7:25 pm
Did I underestimate the power of pensions?

Last post by Sam_957 « Mon Jan 20, 2025 7:25 pm
Posted in Personal Finance (Not Investing)
Replies: 48
by RL1013 » Sat Jan 18, 2025 11:42 pm » in Personal Finance (Not Investing)

48 Replies

6108 Views

Last post by Sam_957
Mon Jan 20, 2025 7:25 pm
The Three-Fund Portfolio

Last post by Taylor Larimore « Mon Jan 20, 2025 7:22 pm
Posted in Investing - Theory, News & General
Replies: 3960
by Taylor Larimore » Sun Jan 01, 2012 5:02 pm » in Investing - Theory, News & General
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3960 Replies

2582242 Views

Last post by Taylor Larimore
Mon Jan 20, 2025 7:22 pm
Understanding California Trust Pros/Cons

Last post by MagnaTiles789 « Mon Jan 20, 2025 7:21 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by MagnaTiles789 » Sun Jan 05, 2025 9:29 pm » in Personal Finance (Not Investing)

5 Replies

361 Views

Last post by MagnaTiles789
Mon Jan 20, 2025 7:21 pm

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