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Large Roth conversions against conventional wisdom?

Last post by TomatoTomahto « Thu Feb 06, 2025 4:15 pm
Posted in Investing - Theory, News & General
Replies: 66
by techbud » Sat Feb 01, 2025 5:10 pm » in Investing - Theory, News & General
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66 Replies

5497 Views

Last post by TomatoTomahto
Thu Feb 06, 2025 4:15 pm
Roth IRA and 5-year rule (after 60)

Last post by GrilledSardines « Thu Feb 06, 2025 4:14 pm
Posted in Personal Investments

by GrilledSardines » Thu Feb 06, 2025 4:14 pm » in Personal Investments

0 Replies

19 Views

Last post by GrilledSardines
Thu Feb 06, 2025 4:14 pm
Reporting children's income

Last post by fulltilt « Thu Feb 06, 2025 4:11 pm
Posted in Personal Finance (Not Investing)
Replies: 33
by almeida » Sun Dec 17, 2023 2:48 pm » in Personal Finance (Not Investing)

33 Replies

3969 Views

Last post by fulltilt
Thu Feb 06, 2025 4:11 pm
Transamerica for Medigap aka Supplemental insurance

Last post by jabo96 « Thu Feb 06, 2025 4:10 pm
Posted in Personal Finance (Not Investing)

by jabo96 » Thu Feb 06, 2025 4:10 pm » in Personal Finance (Not Investing)

0 Replies

27 Views

Last post by jabo96
Thu Feb 06, 2025 4:10 pm
Term Life - still needed if retired or FIRE-ready?

Last post by Valuethinker « Thu Feb 06, 2025 4:09 pm
Posted in Personal Finance (Not Investing)
Replies: 15
by vrr106 » Thu Feb 06, 2025 12:54 pm » in Personal Finance (Not Investing)

15 Replies

555 Views

Last post by Valuethinker
Thu Feb 06, 2025 4:09 pm
Investing when you don't expect tomorrow to look like yesterday

Last post by cranberrycrash « Thu Feb 06, 2025 4:08 pm
Posted in Investing - Theory, News & General
Replies: 226
by CookieDough » Sun Feb 02, 2025 8:02 pm » in Investing - Theory, News & General
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226 Replies

18751 Views

Last post by cranberrycrash
Thu Feb 06, 2025 4:08 pm
[Resolved] Urgent-Help with Serious Work Issue- Resign or accept reassignment

Last post by testing321 « Thu Feb 06, 2025 4:07 pm
Posted in Personal Finance (Not Investing)
Replies: 126
by beachmom » Mon Feb 03, 2025 12:34 pm » in Personal Finance (Not Investing)
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126 Replies

12564 Views

Last post by testing321
Thu Feb 06, 2025 4:07 pm
Bank Requiring Original DPOA Documents

Last post by tibbitts « Thu Feb 06, 2025 4:07 pm
Posted in Personal Finance (Not Investing)
Replies: 29
by AllTheStocks » Thu Feb 06, 2025 10:57 am » in Personal Finance (Not Investing)

29 Replies

1050 Views

Last post by tibbitts
Thu Feb 06, 2025 4:07 pm
Land in Arizona-How to get rid of

Last post by johnny_mac « Thu Feb 06, 2025 4:05 pm
Posted in Personal Finance (Not Investing)
Replies: 32
by Trying to do right » Tue Feb 04, 2025 3:40 pm » in Personal Finance (Not Investing)

32 Replies

3641 Views

Last post by johnny_mac
Thu Feb 06, 2025 4:05 pm
709 form basic questions

Last post by typical.investor « Thu Feb 06, 2025 4:05 pm
Posted in Personal Finance (Not Investing)
Replies: 22
by SCretired12 » Mon Feb 03, 2025 11:36 am » in Personal Finance (Not Investing)

22 Replies

1238 Views

Last post by typical.investor
Thu Feb 06, 2025 4:05 pm
Check whether my understanding of claiming a child as dependent is correct

Last post by DIFAR31 « Thu Feb 06, 2025 4:04 pm
Posted in Personal Finance (Not Investing)
Replies: 33
by acegolfer » Sun Feb 02, 2025 4:00 pm » in Personal Finance (Not Investing)

33 Replies

1559 Views

Last post by DIFAR31
Thu Feb 06, 2025 4:04 pm
Did you celebrate when you finally hit $1m?

Last post by guitarguy « Thu Feb 06, 2025 4:04 pm
Posted in Personal Consumer Issues
Replies: 330
by TheBogleWay » Fri Jun 22, 2018 5:06 am » in Personal Consumer Issues
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330 Replies

49240 Views

Last post by guitarguy
Thu Feb 06, 2025 4:04 pm
FIREd US citizen moving to UK - preparing (part 2)

Last post by Valuethinker « Thu Feb 06, 2025 4:03 pm
Posted in Non-US Investing
Replies: 24
by ysette9 » Thu Jan 23, 2025 12:29 pm » in Non-US Investing

24 Replies

3771 Views

Last post by Valuethinker
Thu Feb 06, 2025 4:03 pm
Purchasing MYGAs (multi year guaranteed annuities) - mega thread

Last post by DustyDebris « Thu Feb 06, 2025 4:03 pm
Posted in Investing - Theory, News & General
Replies: 3148
by Stinky » Thu Dec 31, 2020 6:46 am » in Investing - Theory, News & General
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3148 Replies

451065 Views

Last post by DustyDebris
Thu Feb 06, 2025 4:03 pm
Utility Bills - How do ours compare? (2025 Edition)

Last post by Puyi « Thu Feb 06, 2025 4:02 pm
Posted in Personal Consumer Issues
Replies: 17
by jimmo » Thu Feb 06, 2025 9:02 am » in Personal Consumer Issues

17 Replies

982 Views

Last post by Puyi
Thu Feb 06, 2025 4:02 pm
Get Out of Bond Funds

Last post by Van « Thu Feb 06, 2025 4:01 pm
Posted in Personal Investments
Replies: 61
by shelterinplace » Tue Feb 04, 2025 2:09 pm » in Personal Investments
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61 Replies

7323 Views

Last post by Van
Thu Feb 06, 2025 4:01 pm
how to check my portfolio less

Last post by arcticpineapplecorp. « Thu Feb 06, 2025 4:01 pm
Posted in Personal Investments
Replies: 41
by jg12345 » Wed Feb 05, 2025 5:06 pm » in Personal Investments

41 Replies

2152 Views

Last post by arcticpineapplecorp.
Thu Feb 06, 2025 4:01 pm
Applying for Senior Living facilities for parents

Last post by Gopherever « Thu Feb 06, 2025 4:00 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by MNGopher » Thu Feb 06, 2025 3:56 pm » in Personal Finance (Not Investing)

1 Replies

82 Views

Last post by Gopherever
Thu Feb 06, 2025 4:00 pm
Fidelity Full View

Last post by NatureBoy « Thu Feb 06, 2025 3:58 pm
Posted in Personal Investments
Replies: 9
by cshell2 » Wed Feb 05, 2025 10:33 pm » in Personal Investments

9 Replies

1114 Views

Last post by NatureBoy
Thu Feb 06, 2025 3:58 pm
Notice that SS check debited for past due medical insurance premiums

Last post by Marq1 « Thu Feb 06, 2025 3:56 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by SuzBanyan » Thu Feb 06, 2025 3:43 pm » in Personal Finance (Not Investing)

1 Replies

129 Views

Last post by Marq1
Thu Feb 06, 2025 3:56 pm
Roth Conversions and Pro-Rata Rule

Last post by GrilledSardines « Thu Feb 06, 2025 3:56 pm
Posted in Personal Investments
Replies: 9
by GrilledSardines » Thu Feb 06, 2025 1:31 pm » in Personal Investments

9 Replies

331 Views

Last post by GrilledSardines
Thu Feb 06, 2025 3:56 pm
Why Turbotax does not show tax on after-tax 401k gain when converting to Roth 401k ?

Last post by Sunray24 « Thu Feb 06, 2025 3:56 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by Sunray24 » Thu Feb 06, 2025 2:03 pm » in Personal Finance (Not Investing)

3 Replies

148 Views

Last post by Sunray24
Thu Feb 06, 2025 3:56 pm
Advice on replacing interior doors without spending a small fortune?

Last post by Catalina25 « Thu Feb 06, 2025 3:53 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by panpsych » Thu Feb 06, 2025 1:27 pm » in Personal Finance (Not Investing)

10 Replies

574 Views

Last post by Catalina25
Thu Feb 06, 2025 3:53 pm
Best Way to Compare Pensions

Last post by RandomGuyOnInternet « Thu Feb 06, 2025 3:53 pm
Posted in Personal Investments
Replies: 10
by RandomGuyOnInternet » Wed Feb 05, 2025 11:09 pm » in Personal Investments

10 Replies

780 Views

Last post by RandomGuyOnInternet
Thu Feb 06, 2025 3:53 pm
ESG Criteria & weapons exclusion help. No response from Vanguard

Last post by Gato « Thu Feb 06, 2025 3:52 pm
Posted in Personal Investments
Replies: 14
by Gato » Wed Feb 05, 2025 12:59 pm » in Personal Investments

14 Replies

1070 Views

Last post by Gato
Thu Feb 06, 2025 3:52 pm
Hospital Engagement Strategies for the Consumer

Last post by JPM « Thu Feb 06, 2025 3:46 pm
Posted in Personal Consumer Issues
Replies: 28
by snackdog » Wed Feb 05, 2025 3:43 pm » in Personal Consumer Issues

28 Replies

2054 Views

Last post by JPM
Thu Feb 06, 2025 3:46 pm
Vanguard Non-Covered Shares and issue with AvgCost vs Spec ID

Last post by livesoft « Thu Feb 06, 2025 3:46 pm
Posted in Personal Investments
Replies: 13
by Hot Sauce » Mon Feb 03, 2025 1:07 pm » in Personal Investments

13 Replies

998 Views

Last post by livesoft
Thu Feb 06, 2025 3:46 pm
Best non-Tesla EV?

Last post by TomatoTomahto « Thu Feb 06, 2025 3:45 pm
Posted in Personal Consumer Issues
Replies: 130
by z91 » Mon Feb 03, 2025 2:15 pm » in Personal Consumer Issues
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130 Replies

9052 Views

Last post by TomatoTomahto
Thu Feb 06, 2025 3:45 pm
Understanding My Mother's Reverse Mortgage Situation

Last post by morsetaper2 « Thu Feb 06, 2025 3:42 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by morsetaper2 » Thu Feb 06, 2025 3:23 pm » in Personal Finance (Not Investing)

2 Replies

186 Views

Last post by morsetaper2
Thu Feb 06, 2025 3:42 pm
Peacock (streaming)

Last post by rjbraun « Thu Feb 06, 2025 3:42 pm
Posted in Personal Consumer Issues
Replies: 16
by rjbraun » Mon Feb 03, 2025 10:00 am » in Personal Consumer Issues

16 Replies

925 Views

Last post by rjbraun
Thu Feb 06, 2025 3:42 pm
Help: Seeking to Simplify Life

Last post by bikefish « Thu Feb 06, 2025 3:41 pm
Posted in Personal Finance (Not Investing)
Replies: 44
by Hot Sauce » Wed Feb 05, 2025 8:20 pm » in Personal Finance (Not Investing)

44 Replies

3063 Views

Last post by bikefish
Thu Feb 06, 2025 3:41 pm
Looking to quit corporate, how do we look?

Last post by ArcadeFire « Thu Feb 06, 2025 3:41 pm
Posted in Personal Investments
Replies: 24
by ArcadeFire » Wed Feb 05, 2025 4:28 pm » in Personal Investments

24 Replies

2543 Views

Last post by ArcadeFire
Thu Feb 06, 2025 3:41 pm
Newly retired seeking bond allocation advice

Last post by 40_trucker « Thu Feb 06, 2025 3:40 pm
Posted in Personal Investments
Replies: 3
by 40_trucker » Thu Feb 06, 2025 1:36 pm » in Personal Investments

3 Replies

241 Views

Last post by 40_trucker
Thu Feb 06, 2025 3:40 pm
Question About Upcoming Change In Job's Pay Model - Anything I Can Do?

Last post by KlangFool « Thu Feb 06, 2025 3:37 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by kmanjir » Thu Feb 06, 2025 10:33 am » in Personal Finance (Not Investing)

8 Replies

623 Views

Last post by KlangFool
Thu Feb 06, 2025 3:37 pm
Investment Property Sale and Tax Minimization

Last post by mander75 « Thu Feb 06, 2025 3:37 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by mander75 » Wed Feb 05, 2025 6:09 pm » in Personal Finance (Not Investing)

3 Replies

382 Views

Last post by mander75
Thu Feb 06, 2025 3:37 pm
Huge, at least to me, increase in taxable 2024 distributions

Last post by almostretired1965 « Thu Feb 06, 2025 3:36 pm
Posted in Personal Investments
Replies: 7
by a_posteriori » Thu Feb 06, 2025 2:41 pm » in Personal Investments

7 Replies

475 Views

Last post by almostretired1965
Thu Feb 06, 2025 3:36 pm
Insurance policy problem: what is the broker's duty to review the policies?

Last post by ChicagoBear7 « Thu Feb 06, 2025 3:35 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by MtnTravel » Thu Feb 06, 2025 1:51 pm » in Personal Finance (Not Investing)

5 Replies

304 Views

Last post by ChicagoBear7
Thu Feb 06, 2025 3:35 pm
Advice for buying a car in 2024

Last post by hudson « Thu Feb 06, 2025 3:35 pm
Posted in Personal Consumer Issues
Replies: 82
by ETK517 » Wed Feb 21, 2024 12:37 pm » in Personal Consumer Issues
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82 Replies

15882 Views

Last post by hudson
Thu Feb 06, 2025 3:35 pm
local Meineke only offers full synthetic

Last post by z91 « Thu Feb 06, 2025 3:33 pm
Posted in Personal Consumer Issues
Replies: 54
by Nyc10036 » Tue Feb 04, 2025 10:50 am » in Personal Consumer Issues
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54 Replies

3204 Views

Last post by z91
Thu Feb 06, 2025 3:33 pm
Vanguard Statements

Last post by Epsilon Delta « Thu Feb 06, 2025 3:32 pm
Posted in Personal Finance (Not Investing)

by Epsilon Delta » Thu Feb 06, 2025 3:32 pm » in Personal Finance (Not Investing)

0 Replies

93 Views

Last post by Epsilon Delta
Thu Feb 06, 2025 3:32 pm
Need for spousal consent to withdraw from 403b ERISA plan New: TIAA POA info

Last post by Katietsu « Thu Feb 06, 2025 3:29 pm
Posted in Personal Finance (Not Investing)
Replies: 11
by Katietsu » Tue Feb 04, 2025 9:23 pm » in Personal Finance (Not Investing)

11 Replies

1168 Views

Last post by Katietsu
Thu Feb 06, 2025 3:29 pm
Should I use CPA this time for my taxes vs TurboTax?

Last post by jdibber « Thu Feb 06, 2025 3:28 pm
Posted in Personal Finance (Not Investing)
Replies: 16
by LeoNYC » Wed Feb 05, 2025 4:12 pm » in Personal Finance (Not Investing)

16 Replies

1077 Views

Last post by jdibber
Thu Feb 06, 2025 3:28 pm
How to deal with a ~bogus lab bill (medical/physical)

Last post by z91 « Thu Feb 06, 2025 3:26 pm
Posted in Personal Consumer Issues
Replies: 2
by psteinx » Thu Feb 06, 2025 2:38 pm » in Personal Consumer Issues

2 Replies

262 Views

Last post by z91
Thu Feb 06, 2025 3:26 pm
Roth 401(k) option at work

Last post by queenofthemadhouse « Thu Feb 06, 2025 3:24 pm
Posted in Personal Investments
Replies: 59
by JoeyJoeJoe » Thu Jun 06, 2024 12:50 pm » in Personal Investments
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59 Replies

4797 Views

Last post by queenofthemadhouse
Thu Feb 06, 2025 3:24 pm
Surprised by IRS Tax Return processing speed for 2024 tax returns

Last post by madijack « Thu Feb 06, 2025 3:19 pm
Posted in Personal Finance (Not Investing)
Replies: 28
by Namashkar » Wed Feb 05, 2025 7:41 am » in Personal Finance (Not Investing)

28 Replies

3072 Views

Last post by madijack
Thu Feb 06, 2025 3:19 pm
How can I close my Solo 401(k)?

Last post by Saving$ « Thu Feb 06, 2025 3:17 pm
Posted in Personal Finance (Not Investing)
Replies: 92
by chaser » Thu Apr 18, 2024 4:06 pm » in Personal Finance (Not Investing)
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92 Replies

13885 Views

Last post by Saving$
Thu Feb 06, 2025 3:17 pm
pre-SECURE Act - successor beneficiary and 10-year rule

Last post by Fired2020 « Thu Feb 06, 2025 3:17 pm
Posted in Personal Investments
Replies: 1
by Hector » Thu Feb 06, 2025 2:10 pm » in Personal Investments

1 Replies

104 Views

Last post by Fired2020
Thu Feb 06, 2025 3:17 pm
What are you listening to now

Last post by bogles the mind « Thu Feb 06, 2025 3:13 pm
Posted in Personal Consumer Issues
Replies: 8068
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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8068 Replies

911706 Views

Last post by bogles the mind
Thu Feb 06, 2025 3:13 pm
Books that changed your life!!

Last post by StartedAt22 « Thu Feb 06, 2025 3:09 pm
Posted in Personal Consumer Issues
Replies: 225
by Aggieland » Wed Aug 18, 2021 8:24 pm » in Personal Consumer Issues
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225 Replies

38803 Views

Last post by StartedAt22
Thu Feb 06, 2025 3:09 pm
What video games are you currently playing?

Last post by StartedAt22 « Thu Feb 06, 2025 3:04 pm
Posted in Personal Consumer Issues
Replies: 675
by kenyan » Fri Mar 07, 2014 3:07 pm » in Personal Consumer Issues
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675 Replies

125948 Views

Last post by StartedAt22
Thu Feb 06, 2025 3:04 pm

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