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Questions on Inheritance through Family Trust

Last post by celia « Tue Mar 25, 2025 4:44 pm
Posted in Personal Finance (Not Investing)
Replies: 24
by stuper1 » Sun Mar 23, 2025 6:51 pm » in Personal Finance (Not Investing)

24 Replies

1852 Views

Last post by celia
Tue Mar 25, 2025 4:44 pm
Modified versions of HFEA with ITT and Futures / Lifecycle Investing with Modern Portfolio Theory

Last post by unemployed_pysicist « Tue Mar 25, 2025 4:43 pm
Posted in Investing - Theory, News & General
Replies: 3492
by skierincolorado » Fri Sep 03, 2021 10:27 pm » in Investing - Theory, News & General
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3492 Replies

871890 Views

Last post by unemployed_pysicist
Tue Mar 25, 2025 4:43 pm
Live Oak Bank - anyone have experience?

Last post by tomd37 « Tue Mar 25, 2025 4:43 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by frazzlefeet » Tue Oct 10, 2017 1:56 pm » in Personal Finance (Not Investing)

14 Replies

2692 Views

Last post by tomd37
Tue Mar 25, 2025 4:43 pm
Does it makes financial sense to stay renter forever?

Last post by exodusNH « Tue Mar 25, 2025 4:42 pm
Posted in Personal Finance (Not Investing)
Replies: 18
by BogleMelon » Tue Mar 25, 2025 12:44 pm » in Personal Finance (Not Investing)

18 Replies

795 Views

Last post by exodusNH
Tue Mar 25, 2025 4:42 pm
I-Bonds as Only Fixed Income

Last post by blortchplop « Tue Mar 25, 2025 4:40 pm
Posted in Personal Investments
Replies: 60
by Mrs.Daisy » Mon Mar 24, 2025 12:33 pm » in Personal Investments
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60 Replies

2652 Views

Last post by blortchplop
Tue Mar 25, 2025 4:40 pm
What Movie Have You Recently Watched?

Last post by rockstar « Tue Mar 25, 2025 4:40 pm
Posted in Personal Consumer Issues
Replies: 13283
by abuss368 » Sat Aug 30, 2014 3:35 pm » in Personal Consumer Issues
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13283 Replies

2681493 Views

Last post by rockstar
Tue Mar 25, 2025 4:40 pm
Shopping CDs vs staying in one spot

Last post by manlymatt83 « Tue Mar 25, 2025 4:38 pm
Posted in Personal Investments
Replies: 29
by WalkingBackToHouston » Mon Mar 24, 2025 11:34 am » in Personal Investments

29 Replies

1440 Views

Last post by manlymatt83
Tue Mar 25, 2025 4:38 pm
Any Experience with Vanguard Trustee Service?

Last post by afan « Tue Mar 25, 2025 4:38 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by BigJohn » Fri Mar 21, 2025 5:42 pm » in Personal Finance (Not Investing)

2 Replies

292 Views

Last post by afan
Tue Mar 25, 2025 4:38 pm
NYT Article - Did Indexing change since 2008?

Last post by Gaston « Tue Mar 25, 2025 4:37 pm
Posted in Investing - Theory, News & General
Replies: 51
by Mike747 » Mon Mar 24, 2025 4:32 pm » in Investing - Theory, News & General
1

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51 Replies

3068 Views

Last post by Gaston
Tue Mar 25, 2025 4:37 pm
[On-going Scams - Post them here]

Last post by RetiredAL « Tue Mar 25, 2025 4:37 pm
Posted in Personal Consumer Issues
Replies: 1777
by ketanco » Thu Mar 28, 2019 12:51 pm » in Personal Consumer Issues
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1777 Replies

315336 Views

Last post by RetiredAL
Tue Mar 25, 2025 4:37 pm
US Bank 4% Smartly Visa Credit Card

Last post by EricGold « Tue Mar 25, 2025 4:36 pm
Posted in Personal Finance (Not Investing)
Replies: 2330
by Bosro » Thu Sep 05, 2024 3:35 pm » in Personal Finance (Not Investing)
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2330 Replies

352755 Views

Last post by EricGold
Tue Mar 25, 2025 4:36 pm
Vanguard's Required Transition to "New" Hybrid [Personal Advisory] Platform

Last post by exodusNH « Tue Mar 25, 2025 4:35 pm
Posted in Personal Investments
Replies: 47
by sparkling » Thu Apr 04, 2024 2:52 pm » in Personal Investments

47 Replies

6474 Views

Last post by exodusNH
Tue Mar 25, 2025 4:35 pm
Cletus got audited randomly? (Tax Loss Harvesting)

Last post by rkhusky « Tue Mar 25, 2025 4:35 pm
Posted in Personal Finance (Not Investing)
Replies: 65
by Cletus Davenport » Fri Mar 21, 2025 8:07 pm » in Personal Finance (Not Investing)
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65 Replies

4930 Views

Last post by rkhusky
Tue Mar 25, 2025 4:35 pm
Portfolio Assistance After Inheritance

Last post by Cocoa Beach Bum « Tue Mar 25, 2025 4:34 pm
Posted in Personal Investments
Replies: 2
by Alt_Oberst » Tue Mar 25, 2025 3:25 pm » in Personal Investments

2 Replies

106 Views

Last post by Cocoa Beach Bum
Tue Mar 25, 2025 4:34 pm
What is Vanguard’s raison d'être these days?

Last post by rkhusky « Tue Mar 25, 2025 4:33 pm
Posted in Investing - Theory, News & General
Replies: 60
by SteadyHandBrooklyn » Mon Mar 24, 2025 12:18 pm » in Investing - Theory, News & General
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60 Replies

4191 Views

Last post by rkhusky
Tue Mar 25, 2025 4:33 pm
Where to find the fed source income information for a particular ETF?

Last post by 123 « Tue Mar 25, 2025 4:33 pm
Posted in Personal Investments
Replies: 1
by jiamajia » Tue Mar 25, 2025 4:15 pm » in Personal Investments

1 Replies

38 Views

Last post by 123
Tue Mar 25, 2025 4:33 pm
Credit Card Fraud:Cause/Effect or coincidence

Last post by veggivet « Tue Mar 25, 2025 4:31 pm
Posted in Personal Consumer Issues
Replies: 11
by veggivet » Wed Feb 19, 2025 6:13 am » in Personal Consumer Issues

11 Replies

1581 Views

Last post by veggivet
Tue Mar 25, 2025 4:31 pm
Australian Superannuation - resident in UK

Last post by Maple2 « Tue Mar 25, 2025 4:31 pm
Posted in Non-US Investing

by Maple2 » Tue Mar 25, 2025 4:31 pm » in Non-US Investing

0 Replies

10 Views

Last post by Maple2
Tue Mar 25, 2025 4:31 pm
What are you listening to now

Last post by Nicolas « Tue Mar 25, 2025 4:31 pm
Posted in Personal Consumer Issues
Replies: 8723
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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8723 Replies

1124623 Views

Last post by Nicolas
Tue Mar 25, 2025 4:31 pm
Help me understand what's wrong with my roth conversion math

Last post by ParlayBogle « Tue Mar 25, 2025 4:30 pm
Posted in Investing - Theory, News & General
Replies: 6
by ParlayBogle » Tue Mar 25, 2025 2:58 pm » in Investing - Theory, News & General

6 Replies

225 Views

Last post by ParlayBogle
Tue Mar 25, 2025 4:30 pm
How much lower?

Last post by JBTX « Tue Mar 25, 2025 4:26 pm
Posted in Personal Investments
Replies: 52
by facundo » Sat Mar 22, 2025 6:22 pm » in Personal Investments
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52 Replies

5490 Views

Last post by JBTX
Tue Mar 25, 2025 4:26 pm
Pros, Cons of BoA/Merrill Preferred Deposit?

Last post by sycamore « Tue Mar 25, 2025 4:26 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by persona4826 » Sun Mar 23, 2025 11:39 am » in Personal Finance (Not Investing)

8 Replies

585 Views

Last post by sycamore
Tue Mar 25, 2025 4:26 pm
Is Wellington and Wellesley combo still good?

Last post by terrabiped « Tue Mar 25, 2025 4:24 pm
Posted in Personal Investments
Replies: 24
by LXEX55 » Mon Mar 24, 2025 5:24 pm » in Personal Investments

24 Replies

2075 Views

Last post by terrabiped
Tue Mar 25, 2025 4:24 pm
23 and me going bankrupt. Delete Data?

Last post by yankees60 « Tue Mar 25, 2025 4:22 pm
Posted in Personal Consumer Issues
Replies: 28
by 2ball » Mon Mar 24, 2025 6:21 pm » in Personal Consumer Issues

28 Replies

2468 Views

Last post by yankees60
Tue Mar 25, 2025 4:22 pm
Excess Roth contributions, removals, and 1099-Rs

Last post by boggleheadun « Tue Mar 25, 2025 4:14 pm
Posted in Personal Finance (Not Investing)

by boggleheadun » Tue Mar 25, 2025 4:14 pm » in Personal Finance (Not Investing)

0 Replies

20 Views

Last post by boggleheadun
Tue Mar 25, 2025 4:14 pm
Fidelity CMA (Cash Management Account) - How to maximize after-tax return?

Last post by bbrock « Tue Mar 25, 2025 4:13 pm
Posted in Personal Investments
Replies: 25
by ElBarto » Fri Mar 21, 2025 7:00 pm » in Personal Investments

25 Replies

2290 Views

Last post by bbrock
Tue Mar 25, 2025 4:13 pm
under contract - house with low yield well

Last post by 123 « Tue Mar 25, 2025 4:12 pm
Posted in Personal Consumer Issues
Replies: 4
by bob991 » Tue Mar 25, 2025 3:16 pm » in Personal Consumer Issues

4 Replies

198 Views

Last post by 123
Tue Mar 25, 2025 4:12 pm
does such a bond fund exist?

Last post by alex_686 « Tue Mar 25, 2025 4:12 pm
Posted in Personal Investments
Replies: 14
by WalkingBackToHouston » Tue Mar 25, 2025 10:34 am » in Personal Investments

14 Replies

703 Views

Last post by alex_686
Tue Mar 25, 2025 4:12 pm
Do you Max for 401k then go for mega backdoor or both concurrently?

Last post by sailaway « Tue Mar 25, 2025 4:12 pm
Posted in Personal Investments
Replies: 17
by MikeZ » Sun May 17, 2020 10:04 pm » in Personal Investments

17 Replies

1841 Views

Last post by sailaway
Tue Mar 25, 2025 4:12 pm
Cederburg: optimal portfolio consists of 33% domestic stocks and 67% international stocks

Last post by dogagility « Tue Mar 25, 2025 4:11 pm
Posted in Investing - Theory, News & General
Replies: 70
by mrnice404 » Sat Mar 22, 2025 7:06 am » in Investing - Theory, News & General
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70 Replies

4940 Views

Last post by dogagility
Tue Mar 25, 2025 4:11 pm
Bird watchers – what birds are you seeing?

Last post by GG1273 « Tue Mar 25, 2025 4:05 pm
Posted in Personal Consumer Issues
Replies: 3234
by JAZZISCOOL » Sat Mar 28, 2020 4:30 pm » in Personal Consumer Issues
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3234 Replies

330114 Views

Last post by GG1273
Tue Mar 25, 2025 4:05 pm
I need help/Can I "retire"?

Last post by dogagility « Tue Mar 25, 2025 4:03 pm
Posted in Personal Investments
Replies: 3
by T.keller » Tue Mar 25, 2025 2:37 pm » in Personal Investments

3 Replies

288 Views

Last post by dogagility
Tue Mar 25, 2025 4:03 pm
Managing IRMAA with lots of interest and dividend income

Last post by Walkure « Tue Mar 25, 2025 4:01 pm
Posted in Personal Investments
Replies: 93
by fsrph » Tue Feb 25, 2025 9:36 am » in Personal Investments
1

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93 Replies

13820 Views

Last post by Walkure
Tue Mar 25, 2025 4:01 pm
Form 2210 After Filing

Last post by go140point6 « Tue Mar 25, 2025 4:01 pm
Posted in Personal Finance (Not Investing)

by go140point6 » Tue Mar 25, 2025 4:01 pm » in Personal Finance (Not Investing)

0 Replies

32 Views

Last post by go140point6
Tue Mar 25, 2025 4:01 pm
The Final, Definitive Thread on Brokerage Transfer Bonuses

Last post by nalor511 « Tue Mar 25, 2025 4:00 pm
Posted in Investing - Theory, News & General
Replies: 10061
by Earl Lemongrab » Fri Aug 05, 2016 8:07 pm » in Investing - Theory, News & General
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10061 Replies

1983219 Views

Last post by nalor511
Tue Mar 25, 2025 4:00 pm
45yo 18M portfolio, best way to grow?

Last post by John Johnson « Tue Mar 25, 2025 3:58 pm
Posted in Personal Investments
Replies: 54
by svll » Wed Jul 05, 2017 1:07 pm » in Personal Investments
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54 Replies

10651 Views

Last post by John Johnson
Tue Mar 25, 2025 3:58 pm
When do annuities make sense?

Last post by exodusNH « Tue Mar 25, 2025 3:56 pm
Posted in Personal Investments
Replies: 36
by Goofy » Fri Jan 31, 2025 11:09 am » in Personal Investments

36 Replies

7697 Views

Last post by exodusNH
Tue Mar 25, 2025 3:56 pm
Selling money market fund: does day of the month matter?

Last post by exodusNH « Tue Mar 25, 2025 3:48 pm
Posted in Personal Investments
Replies: 11
by jastevenson » Thu Mar 16, 2023 10:09 am » in Personal Investments

11 Replies

9532 Views

Last post by exodusNH
Tue Mar 25, 2025 3:48 pm
55 closing in on retirement and could really use some guidance

Last post by Harmanic « Tue Mar 25, 2025 3:45 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by axxegrinder01 » Tue Mar 25, 2025 9:22 am » in Personal Finance (Not Investing)

3 Replies

607 Views

Last post by Harmanic
Tue Mar 25, 2025 3:45 pm
What would you pay for a [moderately sized] OLED TV?

Last post by Admiral « Tue Mar 25, 2025 3:44 pm
Posted in Personal Consumer Issues
Replies: 31
by Admiral » Mon Mar 10, 2025 11:45 am » in Personal Consumer Issues

31 Replies

2896 Views

Last post by Admiral
Tue Mar 25, 2025 3:44 pm
What is Your Rebalance Strategy?

Last post by gavinsiu « Tue Mar 25, 2025 3:41 pm
Posted in Personal Investments
Replies: 19
by Surf-Fisher » Tue Mar 25, 2025 7:28 am » in Personal Investments

19 Replies

769 Views

Last post by gavinsiu
Tue Mar 25, 2025 3:41 pm
Applying for SS/MediCare - Health Insurance Question

Last post by peke9898 « Tue Mar 25, 2025 3:40 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by peke9898 » Tue Mar 25, 2025 12:07 pm » in Personal Finance (Not Investing)

4 Replies

216 Views

Last post by peke9898
Tue Mar 25, 2025 3:40 pm
Back Door Roth and IRA Conversion Questions

Last post by Epsilon Delta « Tue Mar 25, 2025 3:36 pm
Posted in Personal Investments
Replies: 10
by tonsofthorns » Mon Mar 24, 2025 4:37 pm » in Personal Investments

10 Replies

409 Views

Last post by Epsilon Delta
Tue Mar 25, 2025 3:36 pm
Where to Buy a PC

Last post by GoldStar « Tue Mar 25, 2025 3:34 pm
Posted in Personal Consumer Issues
Replies: 76
by HighLonesome » Mon Mar 24, 2025 6:45 am » in Personal Consumer Issues
1

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76 Replies

2755 Views

Last post by GoldStar
Tue Mar 25, 2025 3:34 pm
Book Recommendation on Investing in Taxable Accounts

Last post by Cocoa Beach Bum « Tue Mar 25, 2025 3:34 pm
Posted in Personal Investments
Replies: 16
by wsweger » Tue Aug 10, 2010 9:18 pm » in Personal Investments

16 Replies

1966 Views

Last post by Cocoa Beach Bum
Tue Mar 25, 2025 3:34 pm
Authenticator app versus 2 factor authentication? Advise safety?

Last post by gavinsiu « Tue Mar 25, 2025 3:32 pm
Posted in Personal Consumer Issues
Replies: 58
by thenow » Fri Mar 21, 2025 10:45 am » in Personal Consumer Issues
1

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58 Replies

2886 Views

Last post by gavinsiu
Tue Mar 25, 2025 3:32 pm
convert iBonds from paper --- how long is too long?

Last post by TBillT « Tue Mar 25, 2025 3:22 pm
Posted in Investing - Theory, News & General
Replies: 74
by TomP10 » Wed Jun 28, 2023 7:09 am » in Investing - Theory, News & General
1

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74 Replies

12014 Views

Last post by TBillT
Tue Mar 25, 2025 3:22 pm
Rolling over TSP to IRA—mechanics

Last post by delamer « Tue Mar 25, 2025 3:20 pm
Posted in Personal Finance (Not Investing)
Replies: 15
by dual » Tue Jan 28, 2025 3:16 pm » in Personal Finance (Not Investing)

15 Replies

2331 Views

Last post by delamer
Tue Mar 25, 2025 3:20 pm
Schwab Free Cash Setup

Last post by TheEternalVortex « Tue Mar 25, 2025 3:18 pm
Posted in Personal Investments
Replies: 16
by Leesbro63 » Tue Mar 25, 2025 8:47 am » in Personal Investments

16 Replies

756 Views

Last post by TheEternalVortex
Tue Mar 25, 2025 3:18 pm
Portfolio Review Check In - 9 Years later

Last post by longinvest « Tue Mar 25, 2025 3:16 pm
Posted in Personal Investments
Replies: 2
by FootballFan5548 » Mon Mar 24, 2025 3:11 pm » in Personal Investments

2 Replies

468 Views

Last post by longinvest
Tue Mar 25, 2025 3:16 pm

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