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Holding annuities in a trust

Last post by Stinky « Thu Oct 03, 2024 6:07 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by irasymn10 » Thu Oct 03, 2024 3:55 pm » in Personal Finance (Not Investing)

3 Replies

98 Views

Last post by Stinky
Thu Oct 03, 2024 6:07 pm
Out of market during rollover - how to compensate?

Last post by GoldenBear17 « Thu Oct 03, 2024 6:07 pm
Posted in Personal Investments
Replies: 41
by BRode » Thu Feb 02, 2023 5:35 am » in Personal Investments

41 Replies

3151 Views

Last post by GoldenBear17
Thu Oct 03, 2024 6:07 pm
The Final, Definitive Thread on Brokerage Transfer Bonuses

Last post by calwatch « Thu Oct 03, 2024 6:06 pm
Posted in Investing - Theory, News & General
Replies: 9025
by Earl Lemongrab » Fri Aug 05, 2016 8:07 pm » in Investing - Theory, News & General
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9025 Replies

1680045 Views

Last post by calwatch
Thu Oct 03, 2024 6:06 pm
Accuracy of "Total Estimated Annual Income"

Last post by iee « Thu Oct 03, 2024 6:05 pm
Posted in Personal Investments
Replies: 12
by LFremont » Mon Jul 17, 2023 12:27 pm » in Personal Investments

12 Replies

1738 Views

Last post by iee
Thu Oct 03, 2024 6:05 pm
Downtown Josh Brown is my guest on the "Bogleheads on Investing" podcast

Last post by dogagility « Thu Oct 03, 2024 6:03 pm
Posted in Investing - Theory, News & General
Replies: 19
by Rick Ferri » Wed Oct 02, 2024 8:16 am » in Investing - Theory, News & General

19 Replies

1707 Views

Last post by dogagility
Thu Oct 03, 2024 6:03 pm
Sell fund with high capital distributions in taxable account

Last post by finance-mess « Thu Oct 03, 2024 6:02 pm
Posted in Personal Investments

by finance-mess » Thu Oct 03, 2024 6:02 pm » in Personal Investments

0 Replies

13 Views

Last post by finance-mess
Thu Oct 03, 2024 6:02 pm
What is the BEST thing you spent money on?

Last post by stuper1 « Thu Oct 03, 2024 6:02 pm
Posted in Personal Consumer Issues
Replies: 508
by Shalom Aleichem » Wed Mar 17, 2021 6:30 pm » in Personal Consumer Issues
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508 Replies

75022 Views

Last post by stuper1
Thu Oct 03, 2024 6:02 pm
Just invested at all time market high

Last post by White Coat Investor « Thu Oct 03, 2024 6:02 pm
Posted in Personal Investments
Replies: 41
by Pete12 » Tue Oct 01, 2024 3:28 pm » in Personal Investments

41 Replies

4498 Views

Last post by White Coat Investor
Thu Oct 03, 2024 6:02 pm
S&P 500 overvalued??

Last post by dogagility « Thu Oct 03, 2024 5:55 pm
Posted in Personal Investments
Replies: 14
by steadygrowth4ever » Thu Oct 03, 2024 4:31 pm » in Personal Investments

14 Replies

537 Views

Last post by dogagility
Thu Oct 03, 2024 5:55 pm
Since math seems to check out, convince me to use leverage

Last post by WhyNotUs « Thu Oct 03, 2024 5:55 pm
Posted in Personal Consumer Issues
Replies: 77
by Goof » Sun Sep 29, 2024 10:05 am » in Personal Consumer Issues
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77 Replies

4546 Views

Last post by WhyNotUs
Thu Oct 03, 2024 5:55 pm
Retirement Drawdown Strategy & Bond Placement

Last post by brocker « Thu Oct 03, 2024 5:53 pm
Posted in Personal Investments

by brocker » Thu Oct 03, 2024 5:53 pm » in Personal Investments

0 Replies

26 Views

Last post by brocker
Thu Oct 03, 2024 5:53 pm
Is there a sort of easy way to decide when TIPS rates are worth backing the truck up on?

Last post by kaesler « Thu Oct 03, 2024 5:52 pm
Posted in Investing - Theory, News & General
Replies: 119
by HenryPorter » Tue Aug 15, 2023 6:44 pm » in Investing - Theory, News & General
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119 Replies

12771 Views

Last post by kaesler
Thu Oct 03, 2024 5:52 pm
real estate values in Asheville

Last post by JfonLA « Thu Oct 03, 2024 5:49 pm
Posted in Personal Finance (Not Investing)
Replies: 19
by RevFran » Thu Oct 03, 2024 1:09 pm » in Personal Finance (Not Investing)

19 Replies

1506 Views

Last post by JfonLA
Thu Oct 03, 2024 5:49 pm
ACA/health insurance in general

Last post by mkc « Thu Oct 03, 2024 5:48 pm
Posted in Personal Consumer Issues
Replies: 3
by IWANTTORETIRENOW » Thu Oct 03, 2024 11:41 am » in Personal Consumer Issues

3 Replies

318 Views

Last post by mkc
Thu Oct 03, 2024 5:48 pm
Using up large accumulated capital loss with treasury ETFs

Last post by 02nz « Thu Oct 03, 2024 5:48 pm
Posted in Personal Investments
Replies: 86
by 02nz » Sat Aug 12, 2023 10:42 am » in Personal Investments
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86 Replies

13683 Views

Last post by 02nz
Thu Oct 03, 2024 5:48 pm
Refinance Mega Thread

Last post by newparentNYC « Thu Oct 03, 2024 5:47 pm
Posted in Personal Finance (Not Investing)
Replies: 12956
by AZAttorney11 » Sun Sep 01, 2019 8:05 pm » in Personal Finance (Not Investing)
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12956 Replies

1358988 Views

Last post by newparentNYC
Thu Oct 03, 2024 5:47 pm
RMDs-sell Tbills in IRA or transfer in kind to brokerage acct

Last post by N.Y.Cab « Thu Oct 03, 2024 5:44 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by HarborGal » Thu Oct 03, 2024 1:43 pm » in Personal Finance (Not Investing)

3 Replies

125 Views

Last post by N.Y.Cab
Thu Oct 03, 2024 5:44 pm
Help with RMD Advice for my Dad Please

Last post by trueblueky « Thu Oct 03, 2024 5:44 pm
Posted in Personal Investments
Replies: 27
by VVenti7401 » Wed Oct 02, 2024 9:23 pm » in Personal Investments

27 Replies

1437 Views

Last post by trueblueky
Thu Oct 03, 2024 5:44 pm
Do Dividends track inflation?

Last post by FactualFran « Thu Oct 03, 2024 5:39 pm
Posted in Investing - Theory, News & General
Replies: 48
by SweetFire » Sun Sep 29, 2024 5:57 pm » in Investing - Theory, News & General

48 Replies

3604 Views

Last post by FactualFran
Thu Oct 03, 2024 5:39 pm
Vanguard Site Reliability Outlook?

Last post by nisiprius « Thu Oct 03, 2024 5:39 pm
Posted in Personal Investments
Replies: 2
by Indeterminate » Thu Oct 03, 2024 3:42 pm » in Personal Investments

2 Replies

152 Views

Last post by nisiprius
Thu Oct 03, 2024 5:39 pm
How Does Health Insurance Work for Elderly Immigrant Parent (California)

Last post by BogleMelon « Thu Oct 03, 2024 5:38 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by keyfort » Thu Oct 03, 2024 1:03 pm » in Personal Finance (Not Investing)

6 Replies

443 Views

Last post by BogleMelon
Thu Oct 03, 2024 5:38 pm
Roth accumulation - when to deploy most effectively, ACA subsidy???

Last post by HomeStretch « Thu Oct 03, 2024 5:36 pm
Posted in Personal Finance (Not Investing)
Replies: 26
by mtwhmemn » Thu Feb 29, 2024 7:32 am » in Personal Finance (Not Investing)

26 Replies

1864 Views

Last post by HomeStretch
Thu Oct 03, 2024 5:36 pm
What Movie Have You Recently Watched?

Last post by AlohaBill « Thu Oct 03, 2024 5:35 pm
Posted in Personal Consumer Issues
Replies: 11985
by abuss368 » Sat Aug 30, 2014 3:35 pm » in Personal Consumer Issues
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11985 Replies

2273023 Views

Last post by AlohaBill
Thu Oct 03, 2024 5:35 pm
Bill Bernstein and Corp Bonds: Is there an ideal amount?

Last post by retired@50 « Thu Oct 03, 2024 5:33 pm
Posted in Personal Investments
Replies: 39
by DesertInvestor » Thu Jul 13, 2023 12:36 pm » in Personal Investments

39 Replies

4435 Views

Last post by retired@50
Thu Oct 03, 2024 5:33 pm
Retirement Planning: DIY or Professional Services

Last post by steadyosmosis « Thu Oct 03, 2024 5:33 pm
Posted in Personal Investments
Replies: 20
by tim0476 » Thu Oct 03, 2024 11:02 am » in Personal Investments

20 Replies

723 Views

Last post by steadyosmosis
Thu Oct 03, 2024 5:33 pm
What role has generosity played in your wealth building?

Last post by yankees60 « Thu Oct 03, 2024 5:32 pm
Posted in Personal Finance (Not Investing)
Replies: 167
by Cruiser » Fri Jul 21, 2023 8:57 am » in Personal Finance (Not Investing)
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167 Replies

15842 Views

Last post by yankees60
Thu Oct 03, 2024 5:32 pm
Concentration Risk in the S&P500

Last post by arcticpineapplecorp. « Thu Oct 03, 2024 5:28 pm
Posted in Investing - Theory, News & General
Replies: 60
by Northern Flicker » Mon Sep 30, 2024 12:34 pm » in Investing - Theory, News & General
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60 Replies

4407 Views

Last post by arcticpineapplecorp.
Thu Oct 03, 2024 5:28 pm
Is it possible to have a MMF sweep account at Schwab, ever?

Last post by CuriousGeorgeTx « Thu Oct 03, 2024 5:26 pm
Posted in Personal Investments
Replies: 33
by NYCaviator » Thu Nov 16, 2023 9:29 pm » in Personal Investments

33 Replies

5237 Views

Last post by CuriousGeorgeTx
Thu Oct 03, 2024 5:26 pm
Does Mega backdoor roth makes sense for H1b holder in the US?

Last post by Badinvestor « Thu Oct 03, 2024 5:25 pm
Posted in Personal Investments
Replies: 12
by anuaps » Wed Oct 02, 2024 10:49 pm » in Personal Investments

12 Replies

570 Views

Last post by Badinvestor
Thu Oct 03, 2024 5:25 pm
Justifying Tesla Purchase

Last post by toomanysidehustles « Thu Oct 03, 2024 5:24 pm
Posted in Personal Consumer Issues
Replies: 90
by CLKGTR » Sat Sep 28, 2024 1:49 pm » in Personal Consumer Issues
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90 Replies

5334 Views

Last post by toomanysidehustles
Thu Oct 03, 2024 5:24 pm
Bond fund allocation: Pre-tax 401K or CA Muni MF

Last post by Hacksawdave « Thu Oct 03, 2024 5:24 pm
Posted in Personal Investments
Replies: 1
by majiaknight » Thu Oct 03, 2024 2:45 pm » in Personal Investments

1 Replies

77 Views

Last post by Hacksawdave
Thu Oct 03, 2024 5:24 pm
[Split from "Fidelity as a one stop shop" thread - locked or restricted Fidelity account issues]

Last post by SpaethCo « Thu Oct 03, 2024 5:21 pm
Posted in Personal Finance (Not Investing)
Replies: 549
by ez_mode » Sun Sep 15, 2024 4:49 pm » in Personal Finance (Not Investing)
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549 Replies

29077 Views

Last post by SpaethCo
Thu Oct 03, 2024 5:21 pm
Apparently Vanguard Now Allows Mutual Funds inside Brokerage Account to Reinvest into other Funds

Last post by jebmke « Thu Oct 03, 2024 5:16 pm
Posted in Personal Investments
Replies: 22
by bobsmith » Wed Sep 25, 2024 8:48 am » in Personal Investments

22 Replies

1937 Views

Last post by jebmke
Thu Oct 03, 2024 5:16 pm
Personal Investment Returns Spreadsheet (PIRS)

Last post by Subhart Gunjoo « Thu Oct 03, 2024 5:10 pm
Posted in Investing - Theory, News & General
Replies: 85
by scoothome » Sun Jan 21, 2024 6:42 pm » in Investing - Theory, News & General
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85 Replies

15951 Views

Last post by Subhart Gunjoo
Thu Oct 03, 2024 5:10 pm
Roth IRA what to invest in and how

Last post by celia « Thu Oct 03, 2024 5:06 pm
Posted in Investing - Theory, News & General
Replies: 111
by blwegrzyn » Sun Jun 30, 2024 10:12 pm » in Investing - Theory, News & General
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111 Replies

14147 Views

Last post by celia
Thu Oct 03, 2024 5:06 pm
Bank of America/Merrill Edge - Preferred Rewards

Last post by SpaethCo « Thu Oct 03, 2024 5:00 pm
Posted in Personal Finance (Not Investing)
Replies: 7943
by navyitaly » Sun Nov 02, 2014 2:59 am » in Personal Finance (Not Investing)
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7943 Replies

1082826 Views

Last post by SpaethCo
Thu Oct 03, 2024 5:00 pm
Anyone Else Too Lazy to Increase 401k Above Match?

Last post by Wannaretireearly « Thu Oct 03, 2024 5:00 pm
Posted in Personal Investments
Replies: 41
by smalliebigs » Wed Oct 02, 2024 8:50 am » in Personal Investments

41 Replies

3328 Views

Last post by Wannaretireearly
Thu Oct 03, 2024 5:00 pm
HSA Bank eliminating investment options

Last post by phiguy89 « Thu Oct 03, 2024 4:57 pm
Posted in Investing - Theory, News & General
Replies: 556
by nps » Mon Jul 22, 2024 4:21 pm » in Investing - Theory, News & General
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556 Replies

81426 Views

Last post by phiguy89
Thu Oct 03, 2024 4:57 pm
Price Effects [of current news items] on Commodities

Last post by Hacksawdave « Thu Oct 03, 2024 4:57 pm
Posted in Investing - Theory, News & General
Replies: 13
by Calvin Kalevra » Thu Oct 03, 2024 1:37 pm » in Investing - Theory, News & General

13 Replies

295 Views

Last post by Hacksawdave
Thu Oct 03, 2024 4:57 pm
Frustration Going On Medicare

Last post by CrossOverGuy « Thu Oct 03, 2024 4:53 pm
Posted in Personal Consumer Issues
Replies: 82
by Leesbro63 » Wed Oct 02, 2024 8:05 am » in Personal Consumer Issues
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82 Replies

4151 Views

Last post by CrossOverGuy
Thu Oct 03, 2024 4:53 pm
What's worth paying more for?

Last post by yankees60 « Thu Oct 03, 2024 4:51 pm
Posted in Personal Consumer Issues
Replies: 282
by jco » Sun Mar 29, 2020 3:24 pm » in Personal Consumer Issues
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282 Replies

35356 Views

Last post by yankees60
Thu Oct 03, 2024 4:51 pm
Fidelity solo 401k paperwork question: "New Plan" versus "Amend Exisiting"

Last post by learningcc « Thu Oct 03, 2024 4:44 pm
Posted in Personal Investments
Replies: 9
by bookgirl » Tue Oct 01, 2024 2:21 pm » in Personal Investments

9 Replies

381 Views

Last post by learningcc
Thu Oct 03, 2024 4:44 pm
Information on trust versus will

Last post by bsteiner « Thu Oct 03, 2024 4:42 pm
Posted in Personal Finance (Not Investing)
Replies: 22
by jojay » Thu Oct 03, 2024 10:00 am » in Personal Finance (Not Investing)

22 Replies

712 Views

Last post by bsteiner
Thu Oct 03, 2024 4:42 pm
First time ETF investor in France - but are there taxes on purchases?

Last post by Oceanl « Thu Oct 03, 2024 4:41 pm
Posted in Non-US Investing
Replies: 6
by geebee » Wed Oct 02, 2024 4:13 am » in Non-US Investing

6 Replies

393 Views

Last post by Oceanl
Thu Oct 03, 2024 4:41 pm
Prepping Kit for a Disaster

Last post by Scubadude « Thu Oct 03, 2024 4:38 pm
Posted in Personal Consumer Issues
Replies: 55
by ThankYouJack » Tue Oct 01, 2024 12:09 pm » in Personal Consumer Issues
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55 Replies

3355 Views

Last post by Scubadude
Thu Oct 03, 2024 4:38 pm
Cobra to Obamacare?

Last post by Jack FFR1846 « Thu Oct 03, 2024 4:27 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by Lou SL » Thu Oct 03, 2024 11:54 am » in Personal Finance (Not Investing)

4 Replies

317 Views

Last post by Jack FFR1846
Thu Oct 03, 2024 4:27 pm
Fidelity Contrafund

Last post by tarantula13 « Thu Oct 03, 2024 4:18 pm
Posted in Personal Investments
Replies: 19
by LitProf2020 » Thu Oct 03, 2024 9:52 am » in Personal Investments

19 Replies

1166 Views

Last post by tarantula13
Thu Oct 03, 2024 4:18 pm
tax liability in Europe when moving to US under a J1 visa

Last post by jg12345 « Thu Oct 03, 2024 4:16 pm
Posted in Non-US Investing
Replies: 11
by roller_coaster » Wed Oct 02, 2024 7:41 am » in Non-US Investing

11 Replies

545 Views

Last post by jg12345
Thu Oct 03, 2024 4:16 pm
What does "won the game stop playing" mean in practice?

Last post by investuntilimrich « Thu Oct 03, 2024 4:07 pm
Posted in Personal Investments
Replies: 263
by MathWizard » Sun Apr 18, 2021 9:28 am » in Personal Investments
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263 Replies

42855 Views

Last post by investuntilimrich
Thu Oct 03, 2024 4:07 pm
Considering MaxiFi and New Retirement calculators...

Last post by Circle the Wagons « Thu Oct 03, 2024 4:06 pm
Posted in Personal Finance (Not Investing)
Replies: 21
by BigJoeAllen » Tue Dec 12, 2023 12:37 pm » in Personal Finance (Not Investing)

21 Replies

3327 Views

Last post by Circle the Wagons
Thu Oct 03, 2024 4:06 pm

Search found 685 matches

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