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Should I name beneficiaries on accounts if I have a revocable trust?

Last post by protagonist « Tue Sep 10, 2024 1:48 pm
Posted in Personal Finance (Not Investing)
Replies: 18
by protagonist » Mon Sep 09, 2024 10:25 am » in Personal Finance (Not Investing)

18 Replies

931 Views

Last post by protagonist
Tue Sep 10, 2024 1:48 pm
Bank of America/Merrill Edge - Preferred Rewards

Last post by anon_investor « Tue Sep 10, 2024 1:48 pm
Posted in Personal Finance (Not Investing)
Replies: 7819
by navyitaly » Sun Nov 02, 2014 2:59 am » in Personal Finance (Not Investing)
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7819 Replies

1066765 Views

Last post by anon_investor
Tue Sep 10, 2024 1:48 pm
What Do You Think of These Investments?

Last post by Alex GR « Tue Sep 10, 2024 1:46 pm
Posted in Personal Investments
Replies: 38
by arca » Sun Sep 08, 2024 12:07 am » in Personal Investments

38 Replies

2483 Views

Last post by Alex GR
Tue Sep 10, 2024 1:46 pm
Vanguard Not Allowing Beneficiary

Last post by Wiggums « Tue Sep 10, 2024 1:46 pm
Posted in Personal Investments
Replies: 50
by roccodean » Tue Oct 11, 2022 8:18 am » in Personal Investments
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50 Replies

9231 Views

Last post by Wiggums
Tue Sep 10, 2024 1:46 pm
Yet another crawl space humidity question

Last post by rob « Tue Sep 10, 2024 1:44 pm
Posted in Personal Consumer Issues
Replies: 5
by edgeagg » Tue Sep 10, 2024 1:04 pm » in Personal Consumer Issues

5 Replies

141 Views

Last post by rob
Tue Sep 10, 2024 1:44 pm
How to calculate Churning w/ VTSAX and a few other noob questions

Last post by bobsmith « Tue Sep 10, 2024 1:43 pm
Posted in Personal Investments
Replies: 58
by bobsmith » Tue Aug 27, 2024 2:56 pm » in Personal Investments
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58 Replies

3894 Views

Last post by bobsmith
Tue Sep 10, 2024 1:43 pm
investing [Where to invest 300k fixed-income]

Last post by Lightning8976 « Tue Sep 10, 2024 1:40 pm
Posted in Personal Investments
Replies: 8
by Lightning8976 » Mon Sep 09, 2024 1:58 pm » in Personal Investments

8 Replies

557 Views

Last post by Lightning8976
Tue Sep 10, 2024 1:40 pm
New $500k portfolio

Last post by bonesly « Tue Sep 10, 2024 1:40 pm
Posted in Personal Investments
Replies: 30
by kaktusUSA » Sat Sep 07, 2024 9:35 pm » in Personal Investments

30 Replies

2925 Views

Last post by bonesly
Tue Sep 10, 2024 1:40 pm
The Final, Definitive Thread on Brokerage Transfer Bonuses

Last post by micron « Tue Sep 10, 2024 1:40 pm
Posted in Investing - Theory, News & General
Replies: 8914
by Earl Lemongrab » Fri Aug 05, 2016 8:07 pm » in Investing - Theory, News & General
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8914 Replies

1663786 Views

Last post by micron
Tue Sep 10, 2024 1:40 pm
Critique our post retirement plan in WA

Last post by earlywynnfan « Tue Sep 10, 2024 1:35 pm
Posted in Personal Consumer Issues
Replies: 8
by almostretired1965 » Tue Aug 27, 2024 12:04 am » in Personal Consumer Issues

8 Replies

1190 Views

Last post by earlywynnfan
Tue Sep 10, 2024 1:35 pm
Does naming beneficiaries keep assets out of probate?

Last post by wunwun1 « Tue Sep 10, 2024 1:35 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by Myopic squirrel » Tue Sep 10, 2024 12:18 pm » in Personal Finance (Not Investing)

7 Replies

457 Views

Last post by wunwun1
Tue Sep 10, 2024 1:35 pm
60/40 too risky for 73 year old

Last post by Alex GR « Tue Sep 10, 2024 1:34 pm
Posted in Personal Investments
Replies: 35
by Tatala » Mon Sep 09, 2024 7:10 pm » in Personal Investments

35 Replies

3341 Views

Last post by Alex GR
Tue Sep 10, 2024 1:34 pm
Retiring in 6 months (off TSLA options); Plan Review; 08/24 Update - NVDA All-In

Last post by cvoege « Tue Sep 10, 2024 1:34 pm
Posted in Personal Investments
Replies: 699
by roguewarrior0 » Thu Feb 11, 2021 1:35 pm » in Personal Investments
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699 Replies

163868 Views

Last post by cvoege
Tue Sep 10, 2024 1:34 pm
whole life - cash out or still hold as investment

Last post by Rex66 « Tue Sep 10, 2024 1:33 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by ps56k » Tue Sep 10, 2024 11:20 am » in Personal Finance (Not Investing)

4 Replies

157 Views

Last post by Rex66
Tue Sep 10, 2024 1:33 pm
Successor plan i401k...distribute non-employee contributions only?

Last post by neurosphere « Tue Sep 10, 2024 1:31 pm
Posted in Personal Finance (Not Investing)

by neurosphere » Tue Sep 10, 2024 1:31 pm » in Personal Finance (Not Investing)

0 Replies

29 Views

Last post by neurosphere
Tue Sep 10, 2024 1:31 pm
What Book Are You Currently Reading? Part VI

Last post by protagonist « Tue Sep 10, 2024 1:29 pm
Posted in Personal Consumer Issues
Replies: 8095
by Alex Frakt » Mon Sep 22, 2014 11:14 am » in Personal Consumer Issues
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8095 Replies

1839421 Views

Last post by protagonist
Tue Sep 10, 2024 1:29 pm
New "Bogleheads on Investing podcast" Christine Benz discusses taxes, SECURE 2.0 and safe withdrawal rates in retirement

Last post by muffins14 « Tue Sep 10, 2024 1:28 pm
Posted in Investing - Theory, News & General
Replies: 12
by Rick Ferri » Sun Jan 29, 2023 3:33 pm » in Investing - Theory, News & General

12 Replies

3260 Views

Last post by muffins14
Tue Sep 10, 2024 1:28 pm
Reco for an article: Japan's economic crash in the 1990s

Last post by consinv « Tue Sep 10, 2024 1:26 pm
Posted in Personal Investments
Replies: 3
by consinv » Tue Sep 10, 2024 12:27 pm » in Personal Investments

3 Replies

150 Views

Last post by consinv
Tue Sep 10, 2024 1:26 pm
The New 60/40

Last post by Northern Flicker « Tue Sep 10, 2024 1:24 pm
Posted in Investing - Theory, News & General
Replies: 24
by betablocker » Mon Sep 09, 2024 5:46 pm » in Investing - Theory, News & General

24 Replies

1956 Views

Last post by Northern Flicker
Tue Sep 10, 2024 1:24 pm
Latest Roth conversion paper

Last post by abc132 « Tue Sep 10, 2024 1:19 pm
Posted in Investing - Theory, News & General
Replies: 111
by McQ » Wed Sep 04, 2024 10:59 pm » in Investing - Theory, News & General
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111 Replies

9975 Views

Last post by abc132
Tue Sep 10, 2024 1:19 pm
Considering Schwab

Last post by jeffyscott « Tue Sep 10, 2024 1:18 pm
Posted in Investing - Theory, News & General
Replies: 207
by WhitePuma » Thu Apr 18, 2024 10:12 am » in Investing - Theory, News & General
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207 Replies

27625 Views

Last post by jeffyscott
Tue Sep 10, 2024 1:18 pm
marital trust - why is it the exemption amount ?

Last post by evancox10 « Tue Sep 10, 2024 1:17 pm
Posted in Personal Finance (Not Investing)
Replies: 53
by skeptical » Sat Sep 07, 2024 3:28 pm » in Personal Finance (Not Investing)
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53 Replies

2513 Views

Last post by evancox10
Tue Sep 10, 2024 1:17 pm
Hackers leak 2.7 billion data records with SS numbers that may affect every American. National Public Data

Last post by zero_coupon « Tue Sep 10, 2024 1:17 pm
Posted in Personal Finance (Not Investing)
Replies: 147
by jef » Mon Aug 12, 2024 2:28 pm » in Personal Finance (Not Investing)
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147 Replies

31048 Views

Last post by zero_coupon
Tue Sep 10, 2024 1:17 pm
choosing a part D Medicare plan?

Last post by cashmoney « Tue Sep 10, 2024 1:15 pm
Posted in Personal Finance (Not Investing)
Replies: 31
by miket29 » Tue Apr 16, 2024 4:00 pm » in Personal Finance (Not Investing)

31 Replies

2774 Views

Last post by cashmoney
Tue Sep 10, 2024 1:15 pm
What Movie Have You Recently Watched?

Last post by bongo « Tue Sep 10, 2024 1:06 pm
Posted in Personal Consumer Issues
Replies: 11862
by abuss368 » Sat Aug 30, 2014 3:35 pm » in Personal Consumer Issues
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11862 Replies

2259112 Views

Last post by bongo
Tue Sep 10, 2024 1:06 pm
International ETF/Fund selection and placement to minimize tax implications in 37% bracket?

Last post by livesoft « Tue Sep 10, 2024 1:04 pm
Posted in Personal Investments
Replies: 7
by NYCaviator » Tue Sep 10, 2024 9:23 am » in Personal Investments

7 Replies

276 Views

Last post by livesoft
Tue Sep 10, 2024 1:04 pm
What's Your Credit Card Rewards Strategy?

Last post by JackoC « Tue Sep 10, 2024 1:04 pm
Posted in Personal Finance (Not Investing)
Replies: 7452
by guitarguy » Wed May 25, 2016 10:15 am » in Personal Finance (Not Investing)
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7452 Replies

1512190 Views

Last post by JackoC
Tue Sep 10, 2024 1:04 pm
Beneficial Owner Information reporting (BOI) - LLC and s corp owners

Last post by AnswerMan « Tue Sep 10, 2024 1:03 pm
Posted in Personal Finance (Not Investing)
Replies: 39
by SWYK » Fri Dec 22, 2023 12:41 am » in Personal Finance (Not Investing)

39 Replies

4983 Views

Last post by AnswerMan
Tue Sep 10, 2024 1:03 pm
Please help, not sure what I'm doing

Last post by bonesly « Tue Sep 10, 2024 1:03 pm
Posted in Personal Investments
Replies: 21
by retired_dmn » Mon Sep 09, 2024 11:24 am » in Personal Investments

21 Replies

2399 Views

Last post by bonesly
Tue Sep 10, 2024 1:03 pm
Minimizing taxes on private equity sale

Last post by Twink « Tue Sep 10, 2024 12:58 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by Twink » Mon Sep 09, 2024 4:10 pm » in Personal Finance (Not Investing)

4 Replies

315 Views

Last post by Twink
Tue Sep 10, 2024 12:58 pm
What are you listening to now

Last post by Nicolas « Tue Sep 10, 2024 12:56 pm
Posted in Personal Consumer Issues
Replies: 6697
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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6697 Replies

788883 Views

Last post by Nicolas
Tue Sep 10, 2024 12:56 pm
Bonus for transfer of 401k accounts to tIRA accounts

Last post by retired@50 « Tue Sep 10, 2024 12:56 pm
Posted in Personal Investments
Replies: 11
by micron » Mon Sep 09, 2024 4:11 pm » in Personal Investments

11 Replies

579 Views

Last post by retired@50
Tue Sep 10, 2024 12:56 pm
Laid off today, what should I be thinking about?

Last post by celia « Tue Sep 10, 2024 12:56 pm
Posted in Personal Finance (Not Investing)
Replies: 54
by jjunk » Mon Sep 09, 2024 2:42 pm » in Personal Finance (Not Investing)
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54 Replies

4617 Views

Last post by celia
Tue Sep 10, 2024 12:56 pm
Biking from Bolzano, Italy to Prague, Czech, Republic and back (third installment)

Last post by InvisibleAerobar « Tue Sep 10, 2024 12:56 pm
Posted in Personal Consumer Issues
Replies: 14
by Raybo » Wed Aug 28, 2024 10:48 pm » in Personal Consumer Issues

14 Replies

3848 Views

Last post by InvisibleAerobar
Tue Sep 10, 2024 12:56 pm
Retiree Portfolio Model

Last post by silent cal « Tue Sep 10, 2024 12:48 pm
Posted in Personal Finance (Not Investing)
Replies: 1897
by BigFoot48 » Thu May 31, 2012 7:13 pm » in Personal Finance (Not Investing)
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1897 Replies

597936 Views

Last post by silent cal
Tue Sep 10, 2024 12:48 pm
Going to a 100% Stock Asset Allocation Due to Nice Pension - Anyone else doing this?

Last post by Retirement Nerd « Tue Sep 10, 2024 12:43 pm
Posted in Personal Investments
Replies: 81
by MrCheapo » Sun Sep 08, 2024 1:01 pm » in Personal Investments
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81 Replies

5659 Views

Last post by Retirement Nerd
Tue Sep 10, 2024 12:43 pm
Capital One lawsuit re: online tracking and how much is true

Last post by roamingzebra « Tue Sep 10, 2024 12:42 pm
Posted in Personal Consumer Issues

by roamingzebra » Tue Sep 10, 2024 12:42 pm » in Personal Consumer Issues

0 Replies

139 Views

Last post by roamingzebra
Tue Sep 10, 2024 12:42 pm
Just for fun, what single stock do you think will see huge growth

Last post by TheDoctor91 « Tue Sep 10, 2024 12:41 pm
Posted in Investing - Theory, News & General
Replies: 206
by anthonypals » Sat Aug 26, 2023 5:09 pm » in Investing - Theory, News & General
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206 Replies

33760 Views

Last post by TheDoctor91
Tue Sep 10, 2024 12:41 pm
Is A Three Bucket Really A Two Bucket

Last post by breakfastinbed « Tue Sep 10, 2024 12:40 pm
Posted in Personal Investments
Replies: 17
by Front Toward Enemy » Mon Sep 09, 2024 10:04 am » in Personal Investments

17 Replies

1573 Views

Last post by breakfastinbed
Tue Sep 10, 2024 12:40 pm
Post-NAR Settlement Buyer Commission Megathread [National Association of Realtors]

Last post by 557880yvi « Tue Sep 10, 2024 12:36 pm
Posted in Personal Finance (Not Investing)
Replies: 232
by stan1 » Fri Aug 16, 2024 11:34 am » in Personal Finance (Not Investing)
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232 Replies

18430 Views

Last post by 557880yvi
Tue Sep 10, 2024 12:36 pm
Beginner investor

Last post by Sandtrap « Tue Sep 10, 2024 12:36 pm
Posted in Personal Investments
Replies: 5
by Brilee2818 » Tue Sep 10, 2024 12:00 pm » in Personal Investments

5 Replies

162 Views

Last post by Sandtrap
Tue Sep 10, 2024 12:36 pm
HEDGEFUNDIE's excellent adventure Part II: The next journey

Last post by JackoC « Tue Sep 10, 2024 12:35 pm
Posted in Investing - Theory, News & General
Replies: 14433
by HEDGEFUNDIE » Sun Aug 11, 2019 9:41 pm » in Investing - Theory, News & General
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14433 Replies

2112459 Views

Last post by JackoC
Tue Sep 10, 2024 12:35 pm
getting a gift over IRS limit

Last post by detroitbabu « Tue Sep 10, 2024 12:29 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by ann_l » Tue Sep 10, 2024 11:07 am » in Personal Finance (Not Investing)

9 Replies

536 Views

Last post by detroitbabu
Tue Sep 10, 2024 12:29 pm
my experience so far setting up Fidelity CMA

Last post by anon_investor « Tue Sep 10, 2024 12:27 pm
Posted in Personal Investments
Replies: 65
by syc » Tue May 07, 2024 6:15 pm » in Personal Investments
1

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65 Replies

10191 Views

Last post by anon_investor
Tue Sep 10, 2024 12:27 pm
x-ray interpretation service

Last post by clip651 « Tue Sep 10, 2024 12:27 pm
Posted in Personal Consumer Issues
Replies: 31
by popoki » Sat Sep 07, 2024 5:31 pm » in Personal Consumer Issues

31 Replies

2205 Views

Last post by clip651
Tue Sep 10, 2024 12:27 pm
529 When Invoiced in Year following Incurred Expense

Last post by toddthebod « Tue Sep 10, 2024 12:24 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by basicbrewing » Tue Sep 10, 2024 8:32 am » in Personal Finance (Not Investing)

7 Replies

389 Views

Last post by toddthebod
Tue Sep 10, 2024 12:24 pm
When to refinance our mortgage; and how often?

Last post by rockstar « Tue Sep 10, 2024 12:21 pm
Posted in Personal Finance (Not Investing)
Replies: 16
by InvisibleAerobar » Fri Sep 06, 2024 4:00 pm » in Personal Finance (Not Investing)

16 Replies

1537 Views

Last post by rockstar
Tue Sep 10, 2024 12:21 pm
My bond portfolio is a "zoo with too many animals"!

Last post by Alex GR « Tue Sep 10, 2024 12:17 pm
Posted in Personal Investments
Replies: 15
by Alex GR » Mon Sep 09, 2024 1:14 pm » in Personal Investments

15 Replies

1065 Views

Last post by Alex GR
Tue Sep 10, 2024 12:17 pm
Upgrade to Windows 11 ?

Last post by Claudia Whitten « Tue Sep 10, 2024 12:17 pm
Posted in Personal Consumer Issues
Replies: 51
by Rajsx » Sat Jul 20, 2024 7:25 pm » in Personal Consumer Issues
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51 Replies

5894 Views

Last post by Claudia Whitten
Tue Sep 10, 2024 12:17 pm
Rebalancing and Tax Implications

Last post by RWB63 « Tue Sep 10, 2024 12:16 pm
Posted in Personal Investments
Replies: 8
by RWB63 » Tue Sep 10, 2024 10:43 am » in Personal Investments

8 Replies

235 Views

Last post by RWB63
Tue Sep 10, 2024 12:16 pm

Search found 667 matches

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