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Take money out of 401k and pay tax now and put it into a Roth ?

Last post by goldfinger22 « Thu Aug 18, 2022 12:28 pm
Posted in Personal Investments
Replies: 7
by goldfinger22 » Thu Aug 18, 2022 11:47 am » in Personal Investments

7 Replies

231 Views

Last post by goldfinger22
Thu Aug 18, 2022 12:28 pm
Converting a stock bought in Traditional brokerage IRA to a Roth Brokerage IRA

Last post by basskleff « Thu Aug 18, 2022 12:27 pm
Posted in Personal Investments
Replies: 5
by basskleff » Thu Aug 18, 2022 11:57 am » in Personal Investments

5 Replies

119 Views

Last post by basskleff
Thu Aug 18, 2022 12:27 pm
New fee for Vanguard mutual accounts

Last post by rkhusky « Thu Aug 18, 2022 12:26 pm
Posted in Investing - Theory, News & General
Replies: 561
by Iorek » Mon Aug 08, 2022 11:25 am » in Investing - Theory, News & General
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561 Replies

38748 Views

Last post by rkhusky
Thu Aug 18, 2022 12:26 pm
Short Term Savings for Borrowed $100k?

Last post by Taxholiday « Thu Aug 18, 2022 12:24 pm
Posted in Personal Investments
Replies: 12
by Taxholiday » Thu Aug 18, 2022 8:41 am » in Personal Investments

12 Replies

556 Views

Last post by Taxholiday
Thu Aug 18, 2022 12:24 pm
New Toyota Highlander or one year old Lexus SUV?

Last post by Watty « Thu Aug 18, 2022 12:24 pm
Posted in Personal Consumer Issues
Replies: 9
by SteadyOne » Thu Aug 18, 2022 11:06 am » in Personal Consumer Issues

9 Replies

439 Views

Last post by Watty
Thu Aug 18, 2022 12:24 pm
Wade Pfau's Retirement (2.2% SWR, Annuities)

Last post by abc132 « Thu Aug 18, 2022 12:23 pm
Posted in Personal Finance (Not Investing)
Replies: 219
by Kaione » Mon Aug 15, 2022 10:03 am » in Personal Finance (Not Investing)
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219 Replies

12864 Views

Last post by abc132
Thu Aug 18, 2022 12:23 pm
Total Bond vs Fed Money Market fund

Last post by livesoft « Thu Aug 18, 2022 12:23 pm
Posted in Investing - Theory, News & General
Replies: 4
by bertilak » Thu Aug 18, 2022 12:03 pm » in Investing - Theory, News & General

4 Replies

184 Views

Last post by livesoft
Thu Aug 18, 2022 12:23 pm
Can’t decide between 401K types (Roth vs Trad) for Tech Worker

Last post by Wannaretireearly « Thu Aug 18, 2022 12:22 pm
Posted in Personal Investments
Replies: 74
by blaire951 » Sun Aug 14, 2022 10:04 pm » in Personal Investments
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74 Replies

4500 Views

Last post by Wannaretireearly
Thu Aug 18, 2022 12:22 pm
Single fund/investment for young person

Last post by Jack FFR1846 « Thu Aug 18, 2022 12:21 pm
Posted in Personal Investments
Replies: 3
by the_wiki » Thu Aug 18, 2022 11:57 am » in Personal Investments

3 Replies

114 Views

Last post by Jack FFR1846
Thu Aug 18, 2022 12:21 pm
Notifying living trust beneficiaries of future bequest?

Last post by TenOC « Thu Aug 18, 2022 12:20 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by formerlybroke » Wed Aug 17, 2022 12:52 pm » in Personal Finance (Not Investing)

10 Replies

637 Views

Last post by TenOC
Thu Aug 18, 2022 12:20 pm
selling mutual fund, buying etf and wash sale rules

Last post by David Jay « Thu Aug 18, 2022 12:20 pm
Posted in Personal Investments
Replies: 8
by grace2020 » Wed Aug 17, 2022 4:27 pm » in Personal Investments

8 Replies

479 Views

Last post by David Jay
Thu Aug 18, 2022 12:20 pm
American Retiring to Australia? Any Experiences

Last post by Globetrttr « Thu Aug 18, 2022 12:19 pm
Posted in Personal Consumer Issues
Replies: 13
by PhoebeCoco » Mon Aug 15, 2022 10:12 am » in Personal Consumer Issues

13 Replies

1287 Views

Last post by Globetrttr
Thu Aug 18, 2022 12:19 pm
6 Day Southern California Family Trip - Updated

Last post by DoubleComma « Thu Aug 18, 2022 12:18 pm
Posted in Personal Consumer Issues
Replies: 23
by SuperSaver » Mon Aug 08, 2022 12:54 pm » in Personal Consumer Issues

23 Replies

1887 Views

Last post by DoubleComma
Thu Aug 18, 2022 12:18 pm
personal rent vs buy debate - SF bay area

Last post by slicendice « Thu Aug 18, 2022 12:15 pm
Posted in Personal Finance (Not Investing)
Replies: 43
by tcrez » Mon Aug 15, 2022 1:45 pm » in Personal Finance (Not Investing)

43 Replies

3783 Views

Last post by slicendice
Thu Aug 18, 2022 12:15 pm
Order of repairs (demo/excavation/regrading and heatpump install)

Last post by jplee3 « Thu Aug 18, 2022 12:14 pm
Posted in Personal Consumer Issues
Replies: 16
by jplee3 » Wed Aug 17, 2022 5:20 pm » in Personal Consumer Issues

16 Replies

776 Views

Last post by jplee3
Thu Aug 18, 2022 12:14 pm
All World stocks index in EUR

Last post by lexluthor22 « Thu Aug 18, 2022 12:14 pm
Posted in Non-US Investing

by lexluthor22 » Thu Aug 18, 2022 12:14 pm » in Non-US Investing

0 Replies

30 Views

Last post by lexluthor22
Thu Aug 18, 2022 12:14 pm
PPO vs HSA when PPO is free

Last post by MrTom « Thu Aug 18, 2022 12:11 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by 3CheersforLkyJack » Thu Aug 18, 2022 11:30 am » in Personal Finance (Not Investing)

1 Replies

121 Views

Last post by MrTom
Thu Aug 18, 2022 12:11 pm
Help! 25 Maxed out credit cards.....

Last post by AnnetteLouisan « Thu Aug 18, 2022 12:10 pm
Posted in Personal Finance (Not Investing)
Replies: 127
by fmzip » Sun Aug 14, 2022 9:48 pm » in Personal Finance (Not Investing)
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127 Replies

11932 Views

Last post by AnnetteLouisan
Thu Aug 18, 2022 12:10 pm
What's in Rick Ferri's portfolio?

Last post by Rick Ferri « Thu Aug 18, 2022 12:10 pm
Posted in Investing - Theory, News & General

by Rick Ferri » Thu Aug 18, 2022 12:10 pm » in Investing - Theory, News & General

0 Replies

95 Views

Last post by Rick Ferri
Thu Aug 18, 2022 12:10 pm
Long Distance (across the US) driving trip?

Last post by Globetrttr « Thu Aug 18, 2022 12:10 pm
Posted in Personal Consumer Issues
Replies: 19
by MrWasabi65 » Thu Aug 18, 2022 6:13 am » in Personal Consumer Issues

19 Replies

939 Views

Last post by Globetrttr
Thu Aug 18, 2022 12:10 pm
Lumpy expenses and withdrawing from portfolio

Last post by KlangFool « Thu Aug 18, 2022 12:09 pm
Posted in Investing - Theory, News & General
Replies: 42
by loukycpa » Mon Aug 15, 2022 10:16 am » in Investing - Theory, News & General

42 Replies

2643 Views

Last post by KlangFool
Thu Aug 18, 2022 12:09 pm
Confused about Roth rollovers and applications

Last post by relativeratio « Thu Aug 18, 2022 12:07 pm
Posted in Personal Investments
Replies: 2
by relativeratio » Thu Aug 18, 2022 4:42 am » in Personal Investments

2 Replies

239 Views

Last post by relativeratio
Thu Aug 18, 2022 12:07 pm
Home Purchase - Catastrophic Weather Events

Last post by 123 « Thu Aug 18, 2022 12:06 pm
Posted in Personal Consumer Issues
Replies: 38
by MrWasabi65 » Mon Aug 15, 2022 9:19 pm » in Personal Consumer Issues

38 Replies

2474 Views

Last post by 123
Thu Aug 18, 2022 12:06 pm
Help with understanding expected SS benefits

Last post by gowest « Thu Aug 18, 2022 12:06 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by gowest » Thu Aug 18, 2022 10:14 am » in Personal Finance (Not Investing)

4 Replies

310 Views

Last post by gowest
Thu Aug 18, 2022 12:06 pm
Auto drip coffeemaker optimized for 10-20 fl oz (300-600 ml)?

Last post by homebuyer6426 « Thu Aug 18, 2022 12:05 pm
Posted in Personal Consumer Issues
Replies: 27
by nisiprius » Wed Aug 17, 2022 10:08 am » in Personal Consumer Issues

27 Replies

1487 Views

Last post by homebuyer6426
Thu Aug 18, 2022 12:05 pm
Can VBIAX be converted to VTI?

Last post by ruralavalon « Thu Aug 18, 2022 12:04 pm
Posted in Personal Investments
Replies: 7
by Swimmer » Thu Aug 18, 2022 11:02 am » in Personal Investments

7 Replies

245 Views

Last post by ruralavalon
Thu Aug 18, 2022 12:04 pm
Why do we market weight USA equity but not global equity?

Last post by Mother Biggles « Thu Aug 18, 2022 12:04 pm
Posted in Investing - Theory, News & General
Replies: 64
by Trance » Tue Aug 16, 2022 11:39 am » in Investing - Theory, News & General
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64 Replies

3738 Views

Last post by Mother Biggles
Thu Aug 18, 2022 12:04 pm
Should homeowner periodically partially drain tank water heater?

Last post by Pdxnative « Thu Aug 18, 2022 12:04 pm
Posted in Personal Consumer Issues
Replies: 16
by Ykcor » Thu Aug 18, 2022 6:59 am » in Personal Consumer Issues

16 Replies

1091 Views

Last post by Pdxnative
Thu Aug 18, 2022 12:04 pm
Can I retire in June 2023?

Last post by WhiteMaxima « Thu Aug 18, 2022 12:02 pm
Posted in Personal Investments
Replies: 12
by Hat » Thu Aug 18, 2022 9:36 am » in Personal Investments

12 Replies

960 Views

Last post by WhiteMaxima
Thu Aug 18, 2022 12:02 pm
IBDQ defined maturity bond etf

Last post by hoops777 « Thu Aug 18, 2022 12:01 pm
Posted in Investing - Theory, News & General

by hoops777 » Thu Aug 18, 2022 12:01 pm » in Investing - Theory, News & General

0 Replies

30 Views

Last post by hoops777
Thu Aug 18, 2022 12:01 pm
Why would anyone buy an income annuity?

Last post by calwatch « Thu Aug 18, 2022 12:00 pm
Posted in Personal Investments
Replies: 53
by MrCheapo » Wed Aug 17, 2022 6:28 pm » in Personal Investments
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53 Replies

3420 Views

Last post by calwatch
Thu Aug 18, 2022 12:00 pm
Do you use a password manager?

Last post by gas_balloon « Thu Aug 18, 2022 12:00 pm
Posted in Personal Finance (Not Investing)
Replies: 255
by meadowrue » Tue Jul 19, 2022 2:10 pm » in Personal Finance (Not Investing)
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255 Replies

16596 Views

Last post by gas_balloon
Thu Aug 18, 2022 12:00 pm
Gold holders--do you diversify across storage locations/counterparties?

Last post by slicendice « Thu Aug 18, 2022 11:56 am
Posted in Investing - Theory, News & General
Replies: 14
by Morik » Tue Aug 16, 2022 10:57 am » in Investing - Theory, News & General

14 Replies

1095 Views

Last post by slicendice
Thu Aug 18, 2022 11:56 am
Have never filed the form 8606 with the IRS

Last post by cowdogman « Thu Aug 18, 2022 11:55 am
Posted in Personal Finance (Not Investing)
Replies: 51
by KCjoe » Sun Aug 14, 2022 2:58 pm » in Personal Finance (Not Investing)
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51 Replies

4560 Views

Last post by cowdogman
Thu Aug 18, 2022 11:55 am
16 Year Bear Market '66-'82

Last post by chassis « Thu Aug 18, 2022 11:50 am
Posted in Investing - Theory, News & General
Replies: 80
by FellsGuy » Wed Aug 17, 2022 12:19 pm » in Investing - Theory, News & General
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80 Replies

4643 Views

Last post by chassis
Thu Aug 18, 2022 11:50 am
Should I move $10K from VBTLX/VAIPX to I-Bonds?

Last post by MikeG62 « Thu Aug 18, 2022 11:50 am
Posted in Personal Finance (Not Investing)
Replies: 2
by corner559 » Thu Aug 18, 2022 12:02 am » in Personal Finance (Not Investing)

2 Replies

380 Views

Last post by MikeG62
Thu Aug 18, 2022 11:50 am
Transfer ETF's in-kind from Vanguard to Schwab?

Last post by Random Poster « Thu Aug 18, 2022 11:48 am
Posted in Personal Investments
Replies: 27
by JAZZISCOOL » Fri Oct 18, 2019 1:15 pm » in Personal Investments

27 Replies

2663 Views

Last post by Random Poster
Thu Aug 18, 2022 11:48 am
Why not 100% PSLDX?

Last post by superjames1992 « Thu Aug 18, 2022 11:48 am
Posted in Investing - Theory, News & General
Replies: 1517
by TeeDee » Wed Mar 04, 2020 10:15 pm » in Investing - Theory, News & General
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1517 Replies

240420 Views

Last post by superjames1992
Thu Aug 18, 2022 11:48 am
Defining an investment strategy (asset allocation) for a young person

Last post by LadyGeek « Thu Aug 18, 2022 11:46 am
Posted in Non-US Investing
Replies: 1
by vilaor » Thu Aug 18, 2022 11:38 am » in Non-US Investing

1 Replies

59 Views

Last post by LadyGeek
Thu Aug 18, 2022 11:46 am
Consequence for SWR estimates of _not_ having USD as home currency.

Last post by Stork « Thu Aug 18, 2022 11:44 am
Posted in Non-US Investing
Replies: 2
by Stork » Thu Aug 18, 2022 10:05 am » in Non-US Investing

2 Replies

126 Views

Last post by Stork
Thu Aug 18, 2022 11:44 am
Air Conditioning Filter mystery

Last post by T4fun « Thu Aug 18, 2022 11:43 am
Posted in Personal Consumer Issues
Replies: 9
by Capricorn212 » Wed Aug 17, 2022 2:58 pm » in Personal Consumer Issues

9 Replies

924 Views

Last post by T4fun
Thu Aug 18, 2022 11:43 am
Bank of America/Merrill Edge - Preferred Rewards

Last post by Lastrun « Thu Aug 18, 2022 11:43 am
Posted in Personal Finance (Not Investing)
Replies: 3609
by navyitaly » Sun Nov 02, 2014 3:59 am » in Personal Finance (Not Investing)
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3609 Replies

427948 Views

Last post by Lastrun
Thu Aug 18, 2022 11:43 am
Second car purchase, need advice

Last post by vxdx « Thu Aug 18, 2022 11:41 am
Posted in Personal Consumer Issues
Replies: 7
by vishalugle » Thu Aug 18, 2022 8:43 am » in Personal Consumer Issues

7 Replies

328 Views

Last post by vxdx
Thu Aug 18, 2022 11:41 am
How can I do a solo 401k?

Last post by LadyGeek « Thu Aug 18, 2022 11:39 am
Posted in Personal Investments
Replies: 10
by halivingston » Thu Aug 11, 2022 12:49 am » in Personal Investments

10 Replies

999 Views

Last post by LadyGeek
Thu Aug 18, 2022 11:39 am
[Stocks On Sale!]

Last post by Tamalak « Thu Aug 18, 2022 11:39 am
Posted in Investing - Theory, News & General
Replies: 53
by slippinsurlies » Tue Aug 16, 2022 9:39 pm » in Investing - Theory, News & General
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53 Replies

4340 Views

Last post by Tamalak
Thu Aug 18, 2022 11:39 am
robo-advisor (Betterment) tax loss harvesting vs. manual

Last post by passive101 « Thu Aug 18, 2022 11:38 am
Posted in Personal Investments
Replies: 10
by mookie » Sat May 21, 2022 10:32 am » in Personal Investments

10 Replies

765 Views

Last post by passive101
Thu Aug 18, 2022 11:38 am
Climate Bill and Solar Tax Credits and Tax Liability

Last post by jpelder « Thu Aug 18, 2022 11:37 am
Posted in Personal Finance (Not Investing)
Replies: 2
by Saving$ » Wed Aug 17, 2022 2:46 pm » in Personal Finance (Not Investing)

2 Replies

219 Views

Last post by jpelder
Thu Aug 18, 2022 11:37 am
Which factors underperform?

Last post by exodusNH « Thu Aug 18, 2022 11:33 am
Posted in Investing - Theory, News & General
Replies: 4
by Gaston » Thu Aug 18, 2022 11:09 am » in Investing - Theory, News & General

4 Replies

155 Views

Last post by exodusNH
Thu Aug 18, 2022 11:33 am
Whole Life Insurance for kids as savings vehicle

Last post by beernutz « Thu Aug 18, 2022 11:33 am
Posted in Personal Finance (Not Investing)
Replies: 21
by nycapple » Wed Aug 17, 2022 8:48 am » in Personal Finance (Not Investing)

21 Replies

1355 Views

Last post by beernutz
Thu Aug 18, 2022 11:33 am
20 Years for SP500 to Recover

Last post by seajay « Thu Aug 18, 2022 11:32 am
Posted in Investing - Theory, News & General
Replies: 261
by CraigTester » Tue Aug 09, 2022 1:55 pm » in Investing - Theory, News & General
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261 Replies

25044 Views

Last post by seajay
Thu Aug 18, 2022 11:32 am

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