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Cost Basis step up question

Last post by billfromct « Tue Oct 03, 2023 7:00 am
Posted in Personal Finance (Not Investing)
Replies: 2
by Steady59 » Tue Oct 03, 2023 6:38 am » in Personal Finance (Not Investing)

2 Replies

74 Views

Last post by billfromct
Tue Oct 03, 2023 7:00 am
Were you nervous when you retired?

Last post by Claudia Whitten « Tue Oct 03, 2023 6:59 am
Posted in Investing - Theory, News & General
Replies: 102
by 4nursebee » Sat Sep 26, 2020 11:26 am » in Investing - Theory, News & General
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102 Replies

12084 Views

Last post by Claudia Whitten
Tue Oct 03, 2023 6:59 am
[Safe Withdrawal Rate] Are you 3% and why/why not?

Last post by exodusing « Tue Oct 03, 2023 6:54 am
Posted in Personal Investments
Replies: 199
by Heian » Wed Sep 27, 2023 9:04 pm » in Personal Investments
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199 Replies

17749 Views

Last post by exodusing
Tue Oct 03, 2023 6:54 am
Lum sum payment of pension plan

Last post by positive « Tue Oct 03, 2023 6:51 am
Posted in Personal Investments
Replies: 15
by positive » Mon Oct 02, 2023 9:28 pm » in Personal Investments

15 Replies

808 Views

Last post by positive
Tue Oct 03, 2023 6:51 am
Home Security Cameras - Worth it?

Last post by goldendad « Tue Oct 03, 2023 6:51 am
Posted in Personal Consumer Issues
Replies: 35
by ThankYouJack » Mon Oct 02, 2023 7:52 am » in Personal Consumer Issues

35 Replies

2065 Views

Last post by goldendad
Tue Oct 03, 2023 6:51 am
Swedroe (9/27/23 Morningstar): “It’s Too Soon to Say the Value Premium Is Dead”

Last post by muffins14 « Tue Oct 03, 2023 6:50 am
Posted in Investing - Theory, News & General
Replies: 68
by apex84 » Fri Sep 29, 2023 6:04 am » in Investing - Theory, News & General
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68 Replies

5783 Views

Last post by muffins14
Tue Oct 03, 2023 6:50 am
What frugal thing did you do today?

Last post by bhwabeck3533 « Tue Oct 03, 2023 6:49 am
Posted in Personal Consumer Issues
Replies: 3549
by Nectarineman » Sun Dec 24, 2017 11:05 am » in Personal Consumer Issues
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3549 Replies

421945 Views

Last post by bhwabeck3533
Tue Oct 03, 2023 6:49 am
Aren't bonds basically guaranteed to appreciate in the short/medium term?

Last post by rkhusky « Tue Oct 03, 2023 6:48 am
Posted in Investing - Theory, News & General
Replies: 3
by Seot » Tue Oct 03, 2023 3:29 am » in Investing - Theory, News & General

3 Replies

412 Views

Last post by rkhusky
Tue Oct 03, 2023 6:48 am
Dr. William Bernstein on Bonds

Last post by RobertTN « Tue Oct 03, 2023 6:45 am
Posted in Personal Investments
Replies: 100
by BigDGB » Tue Jun 28, 2022 7:29 pm » in Personal Investments
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100 Replies

18460 Views

Last post by RobertTN
Tue Oct 03, 2023 6:45 am
Move to City or stay in Suburb

Last post by muffins14 « Tue Oct 03, 2023 6:44 am
Posted in Personal Consumer Issues
Replies: 9
by NYGiantsFan » Mon Oct 02, 2023 4:38 pm » in Personal Consumer Issues

9 Replies

930 Views

Last post by muffins14
Tue Oct 03, 2023 6:44 am
Travel agent specializing in European river cruises.

Last post by tennisplyr « Tue Oct 03, 2023 6:43 am
Posted in Personal Consumer Issues
Replies: 3
by Myopic squirrel » Mon Oct 02, 2023 10:43 pm » in Personal Consumer Issues

3 Replies

348 Views

Last post by tennisplyr
Tue Oct 03, 2023 6:43 am
What Book Are You Currently Reading? Part VI

Last post by stoptothink « Tue Oct 03, 2023 6:38 am
Posted in Personal Consumer Issues
Replies: 7035
by Alex Frakt » Mon Sep 22, 2014 11:14 am » in Personal Consumer Issues
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7035 Replies

1560979 Views

Last post by stoptothink
Tue Oct 03, 2023 6:38 am
The unloved 20-year Treasury bond (now over 5%)

Last post by Call_Me_Op « Tue Oct 03, 2023 6:36 am
Posted in Investing - Theory, News & General
Replies: 28
by MnD » Thu Sep 14, 2023 9:14 am » in Investing - Theory, News & General

28 Replies

3930 Views

Last post by Call_Me_Op
Tue Oct 03, 2023 6:36 am
Municipal bonds

Last post by UpperNwGuy « Tue Oct 03, 2023 6:36 am
Posted in Personal Investments
Replies: 5
by Yvy » Mon Oct 02, 2023 9:23 am » in Personal Investments

5 Replies

603 Views

Last post by UpperNwGuy
Tue Oct 03, 2023 6:36 am
IRS Now Requiring ID.me again?

Last post by AAA « Tue Oct 03, 2023 6:30 am
Posted in Personal Finance (Not Investing)
Replies: 88
by Leesbro63 » Thu Jul 06, 2023 7:45 am » in Personal Finance (Not Investing)
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88 Replies

7810 Views

Last post by AAA
Tue Oct 03, 2023 6:30 am
W-8BEN

Last post by TedSwippet « Tue Oct 03, 2023 6:25 am
Posted in United Arab Emirates
Replies: 7
by merryweather » Tue Mar 21, 2023 9:40 am » in United Arab Emirates

7 Replies

2208 Views

Last post by TedSwippet
Tue Oct 03, 2023 6:25 am
Does a POA expire?

Last post by crefwatch « Tue Oct 03, 2023 6:21 am
Posted in Personal Finance (Not Investing)
Replies: 6
by Tracker968 » Mon Oct 02, 2023 5:38 pm » in Personal Finance (Not Investing)

6 Replies

551 Views

Last post by crefwatch
Tue Oct 03, 2023 6:21 am
Considering Tesla model y long range, what do I need to know?

Last post by bagle « Tue Oct 03, 2023 6:18 am
Posted in Personal Consumer Issues
Replies: 52
by tommy85 » Sun Oct 01, 2023 8:47 am » in Personal Consumer Issues
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52 Replies

3490 Views

Last post by bagle
Tue Oct 03, 2023 6:18 am
Does bumping severance into next year help with taxes?

Last post by London « Tue Oct 03, 2023 6:08 am
Posted in Personal Finance (Not Investing)
Replies: 12
by McCharley » Sun Oct 01, 2023 11:21 pm » in Personal Finance (Not Investing)

12 Replies

1343 Views

Last post by London
Tue Oct 03, 2023 6:08 am
BND exceeding my patience - need something different

Last post by coachd50 « Tue Oct 03, 2023 5:54 am
Posted in Personal Investments
Replies: 70
by daacrusher2001 » Mon Oct 02, 2023 2:47 pm » in Personal Investments
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70 Replies

4654 Views

Last post by coachd50
Tue Oct 03, 2023 5:54 am
Hybrid or non-hybrid vehicle?

Last post by Valuethinker « Tue Oct 03, 2023 5:52 am
Posted in Personal Consumer Issues
Replies: 21
by mymoneyresearch » Mon Oct 02, 2023 1:27 pm » in Personal Consumer Issues

21 Replies

1264 Views

Last post by Valuethinker
Tue Oct 03, 2023 5:52 am
Considering Employee Stock Purchase Plan

Last post by random_walker_77 « Tue Oct 03, 2023 5:49 am
Posted in Personal Investments
Replies: 8
by FunnelCakeBob » Mon Oct 02, 2023 9:39 pm » in Personal Investments

8 Replies

570 Views

Last post by random_walker_77
Tue Oct 03, 2023 5:49 am
HSA

Last post by AllMostThere « Tue Oct 03, 2023 5:41 am
Posted in Personal Investments
Replies: 9
by Yvy » Mon Oct 02, 2023 8:09 am » in Personal Investments

9 Replies

902 Views

Last post by AllMostThere
Tue Oct 03, 2023 5:41 am
Tesla savings vs used ICE cars

Last post by Valuethinker « Tue Oct 03, 2023 5:36 am
Posted in Personal Consumer Issues
Replies: 157
by jplee3 » Sat Sep 16, 2023 1:00 pm » in Personal Consumer Issues
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157 Replies

13190 Views

Last post by Valuethinker
Tue Oct 03, 2023 5:36 am
20 - 25 times annual income retirement planning

Last post by KlangFool « Tue Oct 03, 2023 5:35 am
Posted in Personal Investments
Replies: 16
by conservativeX2 » Mon Oct 02, 2023 10:17 am » in Personal Investments

16 Replies

1931 Views

Last post by KlangFool
Tue Oct 03, 2023 5:35 am
Fund choices for UK pension investment

Last post by Valuethinker « Tue Oct 03, 2023 5:28 am
Posted in Non-US Investing
Replies: 4
by marvis472 » Mon Oct 02, 2023 11:13 am » in Non-US Investing

4 Replies

299 Views

Last post by Valuethinker
Tue Oct 03, 2023 5:28 am
Modified versions of HFEA with ITT and Futures / Lifecycle Investing with Modern Portfolio Theory

Last post by comeinvest « Tue Oct 03, 2023 5:28 am
Posted in Investing - Theory, News & General
Replies: 2762
by skierincolorado » Fri Sep 03, 2021 10:27 pm » in Investing - Theory, News & General
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2762 Replies

301703 Views

Last post by comeinvest
Tue Oct 03, 2023 5:28 am
Please Help Me Understand What Happens When One Spouse Transitions to Medicare when Using the ACA

Last post by Conch55 « Tue Oct 03, 2023 5:22 am
Posted in Personal Finance (Not Investing)
Replies: 20
by Carefreeap » Mon Oct 02, 2023 12:25 pm » in Personal Finance (Not Investing)

20 Replies

1145 Views

Last post by Conch55
Tue Oct 03, 2023 5:22 am
Is it possible to estimate Dec 2023 TIPS fund dividend?

Last post by Retiredron « Tue Oct 03, 2023 5:21 am
Posted in Personal Investments
Replies: 2
by Retiredron » Mon Oct 02, 2023 7:51 am » in Personal Investments

2 Replies

417 Views

Last post by Retiredron
Tue Oct 03, 2023 5:21 am
Is this a direct or indirect rollover?

Last post by vtMaps « Tue Oct 03, 2023 5:11 am
Posted in Personal Finance (Not Investing)
Replies: 13
by vtMaps » Mon Oct 02, 2023 1:30 pm » in Personal Finance (Not Investing)

13 Replies

713 Views

Last post by vtMaps
Tue Oct 03, 2023 5:11 am
Who is using a personal finance app?

Last post by alexbogle « Tue Oct 03, 2023 5:05 am
Posted in Personal Finance (Not Investing)
Replies: 20
by moneygirl3 » Mon Oct 02, 2023 6:20 am » in Personal Finance (Not Investing)

20 Replies

1728 Views

Last post by alexbogle
Tue Oct 03, 2023 5:05 am
Searching for Lost Contributors

Last post by AllMostThere « Tue Oct 03, 2023 4:55 am
Posted in US Chapters
Replies: 495
by RovenSkyfall » Wed Apr 28, 2021 10:16 am » in US Chapters
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495 Replies

92516 Views

Last post by AllMostThere
Tue Oct 03, 2023 4:55 am
Why are Utilities Dropping So Fast?

Last post by Valuethinker « Tue Oct 03, 2023 4:53 am
Posted in Investing - Theory, News & General
Replies: 22
by Scooter57 » Fri Mar 20, 2020 2:12 pm » in Investing - Theory, News & General

22 Replies

3410 Views

Last post by Valuethinker
Tue Oct 03, 2023 4:53 am
Is it worth it to have small/mid cap index funds in Retirement portfolio?

Last post by dcabler « Tue Oct 03, 2023 4:46 am
Posted in Personal Investments
Replies: 14
by tig1 » Mon Oct 02, 2023 5:51 pm » in Personal Investments

14 Replies

1114 Views

Last post by dcabler
Tue Oct 03, 2023 4:46 am
Exchanging bond funds for Treasuries - part 2

Last post by OverseasBH « Tue Oct 03, 2023 4:21 am
Posted in Investing - Theory, News & General

by OverseasBH » Tue Oct 03, 2023 4:21 am » in Investing - Theory, News & General

0 Replies

200 Views

Last post by OverseasBH
Tue Oct 03, 2023 4:21 am
Induction cooktop for indian cooking

Last post by PottedPlant « Tue Oct 03, 2023 3:56 am
Posted in Personal Consumer Issues
Replies: 3
by Bunty » Mon Oct 02, 2023 10:58 pm » in Personal Consumer Issues

3 Replies

520 Views

Last post by PottedPlant
Tue Oct 03, 2023 3:56 am
Inheritance Tax Preparer

Last post by nalor511 « Tue Oct 03, 2023 3:23 am
Posted in Personal Finance (Not Investing)
Replies: 1
by SpideyIndexer » Tue Oct 03, 2023 1:47 am » in Personal Finance (Not Investing)

1 Replies

268 Views

Last post by nalor511
Tue Oct 03, 2023 3:23 am
Projecting the nominal return on your TIPS purchase

Last post by Derpalator « Tue Oct 03, 2023 3:19 am
Posted in Investing - Theory, News & General
Replies: 18
by McQ » Sat Sep 30, 2023 4:09 pm » in Investing - Theory, News & General

18 Replies

2135 Views

Last post by Derpalator
Tue Oct 03, 2023 3:19 am
Public vs private sector compensation comparison

Last post by Valuethinker « Tue Oct 03, 2023 3:13 am
Posted in Personal Finance (Not Investing)
Replies: 5
by Finot3 » Mon Oct 02, 2023 7:16 am » in Personal Finance (Not Investing)

5 Replies

861 Views

Last post by Valuethinker
Tue Oct 03, 2023 3:13 am
CRV 2018 Tires

Last post by gotoparks « Tue Oct 03, 2023 2:53 am
Posted in Personal Consumer Issues
Replies: 4
by retire1123 » Mon Oct 02, 2023 3:55 pm » in Personal Consumer Issues

4 Replies

499 Views

Last post by gotoparks
Tue Oct 03, 2023 2:53 am
Total Basis - Nondeductible Contributions to Traditional IRAs

Last post by trirod « Tue Oct 03, 2023 2:47 am
Posted in Personal Investments
Replies: 4
by Sasha » Mon Oct 02, 2023 9:22 pm » in Personal Investments

4 Replies

419 Views

Last post by trirod
Tue Oct 03, 2023 2:47 am
I decided to put about 24% of my equity holdings into top "tech" stocks

Last post by Parkinglotracer « Tue Oct 03, 2023 2:46 am
Posted in Personal Investments
Replies: 104
by livesoft » Fri Sep 01, 2023 8:15 pm » in Personal Investments
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104 Replies

10440 Views

Last post by Parkinglotracer
Tue Oct 03, 2023 2:46 am
Tax planning around ACA subsidies

Last post by trirod « Tue Oct 03, 2023 2:31 am
Posted in Personal Finance (Not Investing)
Replies: 26
by trirod » Sun Oct 01, 2023 5:31 am » in Personal Finance (Not Investing)

26 Replies

2116 Views

Last post by trirod
Tue Oct 03, 2023 2:31 am
With rising yields, owning a home looks less attractive

Last post by GuitarManFromMars « Tue Oct 03, 2023 2:31 am
Posted in Investing - Theory, News & General
Replies: 171
by tcrez » Thu Sep 28, 2023 11:43 am » in Investing - Theory, News & General
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171 Replies

11276 Views

Last post by GuitarManFromMars
Tue Oct 03, 2023 2:31 am
Question for Retired Members--life mistakes

Last post by WJAM576082 « Tue Oct 03, 2023 2:27 am
Posted in Personal Finance (Not Investing)
Replies: 72
by cresive » Wed Mar 01, 2017 8:20 am » in Personal Finance (Not Investing)
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72 Replies

13839 Views

Last post by WJAM576082
Tue Oct 03, 2023 2:27 am
Total portfolio allocation and withdrawal (TPAW)

Last post by Ben Mathew « Tue Oct 03, 2023 2:14 am
Posted in Investing - Theory, News & General
Replies: 403
by Ben Mathew » Mon Nov 30, 2020 8:39 pm » in Investing - Theory, News & General
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403 Replies

79235 Views

Last post by Ben Mathew
Tue Oct 03, 2023 2:14 am
Capital Gains when Selling Home: Seller Credits to Buyer

Last post by cparke « Tue Oct 03, 2023 2:13 am
Posted in Personal Finance (Not Investing)
Replies: 5
by boredmember87 » Thu Jan 28, 2021 3:34 pm » in Personal Finance (Not Investing)

5 Replies

656 Views

Last post by cparke
Tue Oct 03, 2023 2:13 am
Large Auto Insurance Increases Coming

Last post by the_wiki « Tue Oct 03, 2023 1:41 am
Posted in Personal Finance (Not Investing)
Replies: 137
by 3feetpete » Mon Feb 21, 2022 5:26 pm » in Personal Finance (Not Investing)
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137 Replies

21217 Views

Last post by the_wiki
Tue Oct 03, 2023 1:41 am
BND vs Money Market SCOXX Short-Term Experiment

Last post by prh88 « Tue Oct 03, 2023 1:37 am
Posted in Personal Investments

by prh88 » Tue Oct 03, 2023 1:37 am » in Personal Investments

0 Replies

207 Views

Last post by prh88
Tue Oct 03, 2023 1:37 am
Family Will Be Uninsured in 30 days, Advice Appreciated

Last post by Hebell « Tue Oct 03, 2023 1:04 am
Posted in Personal Finance (Not Investing)
Replies: 36
by tacobellcow » Mon Oct 02, 2023 2:14 pm » in Personal Finance (Not Investing)

36 Replies

2493 Views

Last post by Hebell
Tue Oct 03, 2023 1:04 am

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