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Account Beneficiaries with Minor Children and Trust

Last post by aristotelian « Mon Mar 17, 2025 10:58 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by HawkeyePharmD » Mon Mar 17, 2025 5:38 pm » in Personal Finance (Not Investing)

7 Replies

260 Views

Last post by aristotelian
Mon Mar 17, 2025 10:58 pm
On the fence of adding small cap value

Last post by gavinsiu « Mon Mar 17, 2025 10:54 pm
Posted in Personal Investments
Replies: 60
by PlymouthBogle » Mon Jun 05, 2023 10:10 am » in Personal Investments
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60 Replies

10950 Views

Last post by gavinsiu
Mon Mar 17, 2025 10:54 pm
How much Should I be contributing to 401k if I might have other large purchases to save for?

Last post by Wannaretireearly « Mon Mar 17, 2025 10:53 pm
Posted in Personal Investments
Replies: 1
by wealthsnowball » Mon Mar 17, 2025 10:26 pm » in Personal Investments

1 Replies

25 Views

Last post by Wannaretireearly
Mon Mar 17, 2025 10:53 pm
8 figures to invest. Talk me into or out of an advisor!

Last post by bigbossbilly « Mon Mar 17, 2025 10:52 pm
Posted in Personal Investments
Replies: 36
by bigbossbilly » Fri Mar 14, 2025 2:20 pm » in Personal Investments

36 Replies

3889 Views

Last post by bigbossbilly
Mon Mar 17, 2025 10:52 pm
Is TurboTax Miscalculating My SEHID in Multiple Ways?

Last post by FiveK « Mon Mar 17, 2025 10:52 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by GoldenBear17 » Sun Mar 16, 2025 10:33 pm » in Personal Finance (Not Investing)

14 Replies

515 Views

Last post by FiveK
Mon Mar 17, 2025 10:52 pm
Fundrise Offering a 14.25% Return

Last post by White Coat Investor « Mon Mar 17, 2025 10:51 pm
Posted in Personal Investments
Replies: 27
by ruanddu » Sun Mar 16, 2025 5:39 pm » in Personal Investments

27 Replies

2395 Views

Last post by White Coat Investor
Mon Mar 17, 2025 10:51 pm
Vanguard is creating a T-Bill ETF

Last post by watchnerd « Mon Mar 17, 2025 10:47 pm
Posted in Investing - Theory, News & General
Replies: 181
by capybara11 » Sun Dec 01, 2024 10:46 am » in Investing - Theory, News & General
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181 Replies

38580 Views

Last post by watchnerd
Mon Mar 17, 2025 10:47 pm
Disability Insurance Rate for an ER Doctor

Last post by White Coat Investor « Mon Mar 17, 2025 10:39 pm
Posted in Personal Consumer Issues
Replies: 4
by medicineman694 » Mon Mar 17, 2025 5:05 pm » in Personal Consumer Issues

4 Replies

257 Views

Last post by White Coat Investor
Mon Mar 17, 2025 10:39 pm
US Bank 4% Smartly Visa Credit Card

Last post by Mudpuppy « Mon Mar 17, 2025 10:39 pm
Posted in Personal Finance (Not Investing)
Replies: 2251
by Bosro » Thu Sep 05, 2024 3:35 pm » in Personal Finance (Not Investing)
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2251 Replies

338124 Views

Last post by Mudpuppy
Mon Mar 17, 2025 10:39 pm
Paying Tax On Roth Conversion

Last post by twh « Mon Mar 17, 2025 10:38 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by BFranklin » Fri Feb 28, 2025 4:00 pm » in Personal Finance (Not Investing)

10 Replies

1665 Views

Last post by twh
Mon Mar 17, 2025 10:38 pm
Supporting the Bogleheads Forum [501c3 status]

Last post by White Coat Investor « Mon Mar 17, 2025 10:36 pm
Posted in Forum Issues and Administration
Replies: 44
by WoodSpinner » Sat Mar 15, 2025 5:04 pm » in Forum Issues and Administration

44 Replies

2120 Views

Last post by White Coat Investor
Mon Mar 17, 2025 10:36 pm
Purchasing income annuities (SPIA, QLAC, etc.) - mega thread

Last post by birdbard « Mon Mar 17, 2025 10:36 pm
Posted in Investing - Theory, News & General
Replies: 49
by Stinky » Tue Feb 18, 2025 11:17 am » in Investing - Theory, News & General

49 Replies

5082 Views

Last post by birdbard
Mon Mar 17, 2025 10:36 pm
Why is my computer so slow?

Last post by twh « Mon Mar 17, 2025 10:34 pm
Posted in Personal Consumer Issues
Replies: 26
by black jack » Mon Mar 17, 2025 2:41 am » in Personal Consumer Issues

26 Replies

1169 Views

Last post by twh
Mon Mar 17, 2025 10:34 pm
VG MF Exchange message "The amount you entered exceeds this fund's balance"

Last post by RetireGood « Mon Mar 17, 2025 10:33 pm
Posted in Personal Investments
Replies: 10
by RetireGood » Sun Mar 16, 2025 4:29 pm » in Personal Investments

10 Replies

629 Views

Last post by RetireGood
Mon Mar 17, 2025 10:33 pm
Balance in IRA Account After Roth Conversion

Last post by HereToLearn « Mon Mar 17, 2025 10:28 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by HereToLearn » Sun Mar 16, 2025 10:27 pm » in Personal Finance (Not Investing)

8 Replies

515 Views

Last post by HereToLearn
Mon Mar 17, 2025 10:28 pm
Why Roth conversions always pay off—if you can hold on long enough [Update 2/2025]

Last post by bmstrong « Mon Mar 17, 2025 10:22 pm
Posted in Investing - Theory, News & General
Replies: 610
by McQ » Thu Sep 23, 2021 12:28 pm » in Investing - Theory, News & General
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610 Replies

131783 Views

Last post by bmstrong
Mon Mar 17, 2025 10:22 pm
Backdoor Roth - Tax Questions

Last post by toddthebod « Mon Mar 17, 2025 10:21 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by FIRE-bolt » Mon Mar 17, 2025 3:51 pm » in Personal Finance (Not Investing)

3 Replies

164 Views

Last post by toddthebod
Mon Mar 17, 2025 10:21 pm
Bogleheads - Cloudflare issues

Last post by cadzan « Mon Mar 17, 2025 10:18 pm
Posted in Forum Issues and Administration
Replies: 7
by fetch5482 » Mon Mar 17, 2025 12:53 am » in Forum Issues and Administration

7 Replies

600 Views

Last post by cadzan
Mon Mar 17, 2025 10:18 pm
Permanent Home address question for filling state tax

Last post by toddthebod « Mon Mar 17, 2025 10:13 pm
Posted in Personal Finance (Not Investing)
Replies: 25
by johnkgan » Thu Mar 13, 2025 5:58 pm » in Personal Finance (Not Investing)

25 Replies

1403 Views

Last post by toddthebod
Mon Mar 17, 2025 10:13 pm
IRS Form 5329: First Roth Withdrawal

Last post by corn18 « Mon Mar 17, 2025 10:11 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by corn18 » Mon Mar 17, 2025 6:24 pm » in Personal Finance (Not Investing)

10 Replies

340 Views

Last post by corn18
Mon Mar 17, 2025 10:11 pm
Questions about a Cash vs. Margin Account

Last post by MrJedi « Mon Mar 17, 2025 10:09 pm
Posted in Investing - Theory, News & General
Replies: 19
by jb9 » Fri Mar 14, 2025 10:08 pm » in Investing - Theory, News & General

19 Replies

910 Views

Last post by MrJedi
Mon Mar 17, 2025 10:09 pm
How to Find Optimal Traditional Contribution Amount When TurboTax Gives Wrong Numbers?

Last post by FiveK « Mon Mar 17, 2025 10:02 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by GoldenBear17 » Mon Mar 17, 2025 2:37 pm » in Personal Finance (Not Investing)

3 Replies

139 Views

Last post by FiveK
Mon Mar 17, 2025 10:02 pm
USPS () IRS () lost tracking receipt of certified mail receipt [Lost tax return]

Last post by enad « Mon Mar 17, 2025 10:01 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by OneWorld111 » Mon Mar 17, 2025 6:51 pm » in Personal Finance (Not Investing)

10 Replies

535 Views

Last post by enad
Mon Mar 17, 2025 10:01 pm
Received unrequested IRS refund, 2024 tax year

Last post by NightFall « Mon Mar 17, 2025 9:58 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by somewhatentertained » Mon Mar 17, 2025 6:31 pm » in Personal Finance (Not Investing)

7 Replies

485 Views

Last post by NightFall
Mon Mar 17, 2025 9:58 pm
1099K Ebay

Last post by rkhusky « Mon Mar 17, 2025 9:57 pm
Posted in Personal Finance (Not Investing)
Replies: 17
by Mesamaverick » Sun Mar 16, 2025 4:18 pm » in Personal Finance (Not Investing)

17 Replies

716 Views

Last post by rkhusky
Mon Mar 17, 2025 9:57 pm
retirement investment

Last post by jdibber « Mon Mar 17, 2025 9:57 pm
Posted in Personal Investments
Replies: 5
by billeo10 » Mon Mar 17, 2025 7:38 pm » in Personal Investments

5 Replies

355 Views

Last post by jdibber
Mon Mar 17, 2025 9:57 pm
Another ETF in Alternatives - Buffet is getting bigger, but tempting?

Last post by Mle12 « Mon Mar 17, 2025 9:56 pm
Posted in Investing - Theory, News & General
Replies: 7
by Mle12 » Mon Sep 16, 2024 10:18 pm » in Investing - Theory, News & General

7 Replies

2153 Views

Last post by Mle12
Mon Mar 17, 2025 9:56 pm
Tax Questions

Last post by FiveK « Mon Mar 17, 2025 9:55 pm
Posted in Personal Investments
Replies: 3
by BillyV001 » Mon Mar 17, 2025 9:01 pm » in Personal Investments

3 Replies

203 Views

Last post by FiveK
Mon Mar 17, 2025 9:55 pm
Asset Location "swapping" in retirement

Last post by glitchy « Mon Mar 17, 2025 9:54 pm
Posted in Investing - Theory, News & General
Replies: 11
by waywardguy » Mon Mar 17, 2025 7:46 am » in Investing - Theory, News & General

11 Replies

716 Views

Last post by glitchy
Mon Mar 17, 2025 9:54 pm
Life Insurance Transfer Disclosure with Difficult Family Relations

Last post by mchampse « Mon Mar 17, 2025 9:54 pm
Posted in Personal Finance (Not Investing)
Replies: 28
by xiosen » Mon Mar 17, 2025 5:51 pm » in Personal Finance (Not Investing)

28 Replies

775 Views

Last post by mchampse
Mon Mar 17, 2025 9:54 pm
[Various questions about filling out] California 540NR Schedule CA

Last post by nalor511 « Mon Mar 17, 2025 9:53 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by SHADI8331 » Mon Mar 17, 2025 12:07 am » in Personal Finance (Not Investing)

7 Replies

220 Views

Last post by nalor511
Mon Mar 17, 2025 9:53 pm
Are there any downside if I file by paper?

Last post by capran « Mon Mar 17, 2025 9:44 pm
Posted in Personal Finance (Not Investing)
Replies: 25
by gavinsiu » Mon Mar 17, 2025 5:06 pm » in Personal Finance (Not Investing)

25 Replies

1004 Views

Last post by capran
Mon Mar 17, 2025 9:44 pm
Premium for top university worth it?

Last post by Robertmoore « Mon Mar 17, 2025 9:39 pm
Posted in Personal Finance (Not Investing)
Replies: 75
by marco88 » Sun Mar 16, 2025 6:48 pm » in Personal Finance (Not Investing)
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75 Replies

3252 Views

Last post by Robertmoore
Mon Mar 17, 2025 9:39 pm
Modified versions of HFEA with ITT and Futures / Lifecycle Investing with Modern Portfolio Theory

Last post by comeinvest « Mon Mar 17, 2025 9:36 pm
Posted in Investing - Theory, News & General
Replies: 3476
by skierincolorado » Fri Sep 03, 2021 10:27 pm » in Investing - Theory, News & General
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3476 Replies

864878 Views

Last post by comeinvest
Mon Mar 17, 2025 9:36 pm
Anyone dealt with a Qualified Plan Loan Offset?

Last post by Alan S. « Mon Mar 17, 2025 9:35 pm
Posted in Personal Investments
Replies: 6
by FromAto401k » Mon Feb 27, 2023 2:03 pm » in Personal Investments

6 Replies

924 Views

Last post by Alan S.
Mon Mar 17, 2025 9:35 pm
The Final, Definitive Thread on Brokerage Transfer Bonuses

Last post by glitchy « Mon Mar 17, 2025 9:32 pm
Posted in Investing - Theory, News & General
Replies: 9950
by Earl Lemongrab » Fri Aug 05, 2016 8:07 pm » in Investing - Theory, News & General
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9950 Replies

1960717 Views

Last post by glitchy
Mon Mar 17, 2025 9:32 pm
Portfolio review, thanks!

Last post by argees « Mon Mar 17, 2025 9:24 pm
Posted in Personal Investments

by argees » Mon Mar 17, 2025 9:24 pm » in Personal Investments

0 Replies

123 Views

Last post by argees
Mon Mar 17, 2025 9:24 pm
Mr. Bogle's thoughts on TIPS?

Last post by dbr « Mon Mar 17, 2025 9:16 pm
Posted in Investing - Theory, News & General
Replies: 5
by timboktoo » Sun Mar 16, 2025 9:54 am » in Investing - Theory, News & General

5 Replies

1003 Views

Last post by dbr
Mon Mar 17, 2025 9:16 pm
BND and BNDX in my portfolio

Last post by dbr « Mon Mar 17, 2025 9:10 pm
Posted in Personal Investments
Replies: 43
by BoglesMyHero » Sat Mar 15, 2025 8:48 pm » in Personal Investments

43 Replies

1944 Views

Last post by dbr
Mon Mar 17, 2025 9:10 pm
What are you listening to now

Last post by bogles the mind « Mon Mar 17, 2025 9:03 pm
Posted in Personal Consumer Issues
Replies: 8644
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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8644 Replies

1112018 Views

Last post by bogles the mind
Mon Mar 17, 2025 9:03 pm
How to determine the cost basis for stocks with no records?

Last post by toddthebod « Mon Mar 17, 2025 9:03 pm
Posted in Personal Finance (Not Investing)
Replies: 53
by worthit » Mon Dec 11, 2023 4:05 pm » in Personal Finance (Not Investing)
1

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53 Replies

17353 Views

Last post by toddthebod
Mon Mar 17, 2025 9:03 pm
Clarification please on the Backdoor Roth wiki page

Last post by Alan S. « Mon Mar 17, 2025 9:00 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by rtt22 » Mon Mar 17, 2025 4:02 pm » in Personal Finance (Not Investing)

4 Replies

150 Views

Last post by Alan S.
Mon Mar 17, 2025 9:00 pm
What Movie Have You Recently Watched?

Last post by Nicolas « Mon Mar 17, 2025 8:49 pm
Posted in Personal Consumer Issues
Replies: 13221
by abuss368 » Sat Aug 30, 2014 3:35 pm » in Personal Consumer Issues
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13221 Replies

2653683 Views

Last post by Nicolas
Mon Mar 17, 2025 8:49 pm
SP500 corrections and bear market risk

Last post by rkhusky « Mon Mar 17, 2025 8:48 pm
Posted in Investing - Theory, News & General
Replies: 89
by prioritarian » Thu Mar 13, 2025 3:22 pm » in Investing - Theory, News & General
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89 Replies

9175 Views

Last post by rkhusky
Mon Mar 17, 2025 8:48 pm
Bogleheads Forum website running VERY slowly?

Last post by gunny « Mon Mar 17, 2025 8:47 pm
Posted in Forum Issues and Administration
Replies: 332
by Stinky » Thu Sep 05, 2024 7:25 am » in Forum Issues and Administration
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332 Replies

70240 Views

Last post by gunny
Mon Mar 17, 2025 8:47 pm
1099-R: VG miscoded Roth IRA distribution

Last post by Alan S. « Mon Mar 17, 2025 8:46 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by RacquetSports » Mon Mar 17, 2025 4:31 pm » in Personal Finance (Not Investing)

3 Replies

166 Views

Last post by Alan S.
Mon Mar 17, 2025 8:46 pm
FSA and HSA Issue

Last post by AG4224 « Mon Mar 17, 2025 8:42 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by AG4224 » Mon Mar 17, 2025 2:27 pm » in Personal Finance (Not Investing)

6 Replies

303 Views

Last post by AG4224
Mon Mar 17, 2025 8:42 pm
Does anyone prefer sedans or wagons over crossovers anymore?

Last post by iamlucky13 « Mon Mar 17, 2025 8:42 pm
Posted in Personal Consumer Issues
Replies: 119
by SeattleLaw » Fri Mar 14, 2025 8:14 pm » in Personal Consumer Issues
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119 Replies

5650 Views

Last post by iamlucky13
Mon Mar 17, 2025 8:42 pm
Felix sticks a fork in buckets, bond tents, and SORR in Favor of Variable Withdrawal Methods

Last post by Northern Flicker « Mon Mar 17, 2025 8:41 pm
Posted in Investing - Theory, News & General
Replies: 69
by dogagility » Sun Mar 16, 2025 5:55 pm » in Investing - Theory, News & General
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69 Replies

3525 Views

Last post by Northern Flicker
Mon Mar 17, 2025 8:41 pm
Presidential Bank - what’s the catch?

Last post by xmorphicx « Mon Mar 17, 2025 8:39 pm
Posted in Personal Finance (Not Investing)
Replies: 17
by manlymatt83 » Sun Mar 16, 2025 5:33 pm » in Personal Finance (Not Investing)

17 Replies

1520 Views

Last post by xmorphicx
Mon Mar 17, 2025 8:39 pm

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