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Soon to Inherit large sum $ ... Tax Treatment?

Last post by 2022_FIRE « Fri Mar 21, 2025 2:35 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by cobra911 » Fri Mar 21, 2025 2:22 pm » in Personal Finance (Not Investing)

3 Replies

94 Views

Last post by 2022_FIRE
Fri Mar 21, 2025 2:35 pm
Drop Uninsured Motorist Coverage?

Last post by tj « Fri Mar 21, 2025 2:34 pm
Posted in Personal Finance (Not Investing)
Replies: 23
by winski58 » Fri Mar 21, 2025 5:08 am » in Personal Finance (Not Investing)

23 Replies

1115 Views

Last post by tj
Fri Mar 21, 2025 2:34 pm
Already retired and worried

Last post by Juice3 « Fri Mar 21, 2025 2:34 pm
Posted in Personal Investments
Replies: 10
by FromScratch » Fri Mar 21, 2025 11:44 am » in Personal Investments

10 Replies

558 Views

Last post by Juice3
Fri Mar 21, 2025 2:34 pm
Storing electric Bikes in a high rise - fire risk?

Last post by Epsilon Delta « Fri Mar 21, 2025 2:33 pm
Posted in Personal Consumer Issues
Replies: 40
by Parkinglotracer » Tue Nov 22, 2022 1:26 am » in Personal Consumer Issues

40 Replies

4123 Views

Last post by Epsilon Delta
Fri Mar 21, 2025 2:33 pm
Should my 18 year old with $0 income file taxes?

Last post by mortfree « Fri Mar 21, 2025 2:33 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by flyingcows » Fri Mar 21, 2025 7:35 am » in Personal Finance (Not Investing)

7 Replies

611 Views

Last post by mortfree
Fri Mar 21, 2025 2:33 pm
Will I ever be able to afford this alternative investment?

Last post by humblecoder « Fri Mar 21, 2025 2:29 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by austin757 » Fri Mar 21, 2025 2:11 pm » in Personal Finance (Not Investing)

3 Replies

113 Views

Last post by humblecoder
Fri Mar 21, 2025 2:29 pm
At what point do you get rid of your refrigerator?

Last post by adamthesmythe « Fri Mar 21, 2025 2:28 pm
Posted in Personal Consumer Issues
Replies: 15
by facundo » Fri Mar 21, 2025 12:23 pm » in Personal Consumer Issues

15 Replies

403 Views

Last post by adamthesmythe
Fri Mar 21, 2025 2:28 pm
Facing Device Addiction and Avoiding Doomscrolling

Last post by Caduceus « Fri Mar 21, 2025 2:26 pm
Posted in Personal Consumer Issues
Replies: 29
by CambridgeMARenter » Wed Mar 19, 2025 10:23 am » in Personal Consumer Issues

29 Replies

2338 Views

Last post by Caduceus
Fri Mar 21, 2025 2:26 pm
Safest Browser on M4 iMac

Last post by billthecat « Fri Mar 21, 2025 2:25 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by anonenigma » Fri Mar 21, 2025 12:13 pm » in Personal Finance (Not Investing)

5 Replies

194 Views

Last post by billthecat
Fri Mar 21, 2025 2:25 pm
CPA filling out Form 8606 correctly?

Last post by retiredjg « Fri Mar 21, 2025 2:23 pm
Posted in Personal Finance (Not Investing)
Replies: 12
by KFBR392 » Fri Mar 21, 2025 11:34 am » in Personal Finance (Not Investing)

12 Replies

343 Views

Last post by retiredjg
Fri Mar 21, 2025 2:23 pm
Music Lovers - what are your favorite keys?

Last post by protagonist « Fri Mar 21, 2025 2:23 pm
Posted in Personal Consumer Issues
Replies: 38
by LilyFleur » Thu Mar 20, 2025 12:11 pm » in Personal Consumer Issues

38 Replies

1237 Views

Last post by protagonist
Fri Mar 21, 2025 2:23 pm
US Bank 4% Smartly Visa Credit Card

Last post by Leesbro63 « Fri Mar 21, 2025 2:22 pm
Posted in Personal Finance (Not Investing)
Replies: 2280
by Bosro » Thu Sep 05, 2024 3:35 pm » in Personal Finance (Not Investing)
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2280 Replies

346632 Views

Last post by Leesbro63
Fri Mar 21, 2025 2:22 pm
Choosing between GPU

Last post by bombcar « Fri Mar 21, 2025 2:22 pm
Posted in Personal Consumer Issues
Replies: 2
by Caduceus » Fri Mar 21, 2025 2:08 pm » in Personal Consumer Issues

2 Replies

53 Views

Last post by bombcar
Fri Mar 21, 2025 2:22 pm
Equivalent to BRK.B

Last post by nisiprius « Fri Mar 21, 2025 2:19 pm
Posted in Investing - Theory, News & General
Replies: 69
by HighLonesome » Wed Mar 12, 2025 7:56 am » in Investing - Theory, News & General
1

2
69 Replies

4606 Views

Last post by nisiprius
Fri Mar 21, 2025 2:19 pm
Automatic vs manual bill payments and investments

Last post by DollaDollaBill « Fri Mar 21, 2025 2:18 pm
Posted in Personal Investments
Replies: 8
by mander75 » Fri Mar 21, 2025 1:44 pm » in Personal Investments

8 Replies

140 Views

Last post by DollaDollaBill
Fri Mar 21, 2025 2:18 pm
Help choosing Roth or TIRA considering MAGI prevents me from deducting TIRA contributions

Last post by Epsilon Delta « Fri Mar 21, 2025 2:17 pm
Posted in Personal Investments
Replies: 13
by Aguilar » Thu Mar 20, 2025 11:32 am » in Personal Investments

13 Replies

357 Views

Last post by Epsilon Delta
Fri Mar 21, 2025 2:17 pm
SOLVED: Decluttering -- what to do with old books?

Last post by Caduceus « Fri Mar 21, 2025 2:14 pm
Posted in Personal Consumer Issues
Replies: 61
by anoop » Thu Mar 20, 2025 2:17 am » in Personal Consumer Issues
1

2
61 Replies

3581 Views

Last post by Caduceus
Fri Mar 21, 2025 2:14 pm
New 2025 Tesla Model Y

Last post by TravelforFun « Fri Mar 21, 2025 2:08 pm
Posted in Personal Consumer Issues
Replies: 221
by YeahBuddy » Sat Jan 11, 2025 4:24 am » in Personal Consumer Issues
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221 Replies

88981 Views

Last post by TravelforFun
Fri Mar 21, 2025 2:08 pm
What if Berkshire Hathaway ...

Last post by alex_686 « Fri Mar 21, 2025 2:08 pm
Posted in Investing - Theory, News & General
Replies: 7
by Gaston » Fri Mar 21, 2025 1:38 pm » in Investing - Theory, News & General

7 Replies

271 Views

Last post by alex_686
Fri Mar 21, 2025 2:08 pm
Portfolio Review after Windfall

Last post by DocH « Fri Mar 21, 2025 2:06 pm
Posted in Personal Investments
Replies: 6
by 2ndgen » Tue Mar 18, 2025 3:04 pm » in Personal Investments

6 Replies

855 Views

Last post by DocH
Fri Mar 21, 2025 2:06 pm
Fixed Rate Three Year Annuity

Last post by RetiredAL « Fri Mar 21, 2025 2:05 pm
Posted in Personal Investments
Replies: 11
by Beckmann » Thu Mar 20, 2025 9:49 am » in Personal Investments

11 Replies

610 Views

Last post by RetiredAL
Fri Mar 21, 2025 2:05 pm
Premium for top university worth it?

Last post by rufflesinc « Fri Mar 21, 2025 2:01 pm
Posted in Personal Finance (Not Investing)
Replies: 135
by marco88 » Sun Mar 16, 2025 6:48 pm » in Personal Finance (Not Investing)
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135 Replies

6829 Views

Last post by rufflesinc
Fri Mar 21, 2025 2:01 pm
Can I keep my current simple portfolio as is for long term?

Last post by mhadden1 « Fri Mar 21, 2025 2:00 pm
Posted in Personal Investments
Replies: 14
by sk519 » Sat Mar 15, 2025 6:52 pm » in Personal Investments

14 Replies

1394 Views

Last post by mhadden1
Fri Mar 21, 2025 2:00 pm
Safe Withdrawal Rate if have Market Emergency Fund

Last post by GaryA505 « Fri Mar 21, 2025 1:57 pm
Posted in Personal Investments
Replies: 24
by cresive » Fri Mar 21, 2025 5:48 am » in Personal Investments

24 Replies

1011 Views

Last post by GaryA505
Fri Mar 21, 2025 1:57 pm
FEHB, TRICARE, & Medicare - Navigating Coverage

Last post by stan1 « Fri Mar 21, 2025 1:55 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by ZMonet » Fri Mar 21, 2025 1:48 pm » in Personal Finance (Not Investing)

1 Replies

43 Views

Last post by stan1
Fri Mar 21, 2025 1:55 pm
IRMAA and sale of rental property

Last post by bombcar « Fri Mar 21, 2025 1:54 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by Stoic9 » Fri Mar 21, 2025 1:30 pm » in Personal Finance (Not Investing)

1 Replies

71 Views

Last post by bombcar
Fri Mar 21, 2025 1:54 pm
SGOV or Similar ETF as a Settlement Account Alternative

Last post by theRoCK « Fri Mar 21, 2025 1:53 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by drzzzzz » Fri Mar 21, 2025 9:45 am » in Personal Finance (Not Investing)

8 Replies

323 Views

Last post by theRoCK
Fri Mar 21, 2025 1:53 pm
What AA rebalancing percentage do you use?

Last post by JakeyLee « Fri Mar 21, 2025 1:49 pm
Posted in Investing - Theory, News & General
Replies: 14
by goshenBogle » Wed Mar 12, 2025 6:15 am » in Investing - Theory, News & General

14 Replies

1326 Views

Last post by JakeyLee
Fri Mar 21, 2025 1:49 pm
What Movie Have You Recently Watched?

Last post by littlerfish « Fri Mar 21, 2025 1:48 pm
Posted in Personal Consumer Issues
Replies: 13257
by abuss368 » Sat Aug 30, 2014 3:35 pm » in Personal Consumer Issues
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13257 Replies

2664643 Views

Last post by littlerfish
Fri Mar 21, 2025 1:48 pm
Requirements to document distributions from irrevocable trusts

Last post by eukonomos « Fri Mar 21, 2025 1:48 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by eukonomos » Fri Mar 21, 2025 9:59 am » in Personal Finance (Not Investing)

2 Replies

140 Views

Last post by eukonomos
Fri Mar 21, 2025 1:48 pm
Saving for a House Down Payment using CDs and I Bonds

Last post by grok87 « Fri Mar 21, 2025 1:47 pm
Posted in Personal Investments
Replies: 8
by niner100 » Fri Mar 21, 2025 8:47 am » in Personal Investments

8 Replies

295 Views

Last post by grok87
Fri Mar 21, 2025 1:47 pm
Calculate how long till a pile of money is gone

Last post by delamer « Fri Mar 21, 2025 1:44 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by Dabeachi » Fri Mar 21, 2025 11:45 am » in Personal Finance (Not Investing)

7 Replies

496 Views

Last post by delamer
Fri Mar 21, 2025 1:44 pm
SGOV Nav in declining rate scenario

Last post by hoops777 « Fri Mar 21, 2025 1:39 pm
Posted in Investing - Theory, News & General
Replies: 21
by hoops777 » Thu Mar 20, 2025 6:29 pm » in Investing - Theory, News & General

21 Replies

1049 Views

Last post by hoops777
Fri Mar 21, 2025 1:39 pm
Please review my portfolio. Thanks!

Last post by bonesly « Fri Mar 21, 2025 1:35 pm
Posted in Personal Investments
Replies: 10
by DawgMD » Thu Mar 20, 2025 2:13 pm » in Personal Investments

10 Replies

920 Views

Last post by bonesly
Fri Mar 21, 2025 1:35 pm
BYD vs US/Euro Automakers

Last post by id0ntkn0wjack « Fri Mar 21, 2025 1:32 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by id0ntkn0wjack » Fri Mar 21, 2025 1:18 pm » in Personal Finance (Not Investing)

3 Replies

104 Views

Last post by id0ntkn0wjack
Fri Mar 21, 2025 1:32 pm
Authenticator app versus 2 factor authentication? Advise safety?

Last post by BetaTracker « Fri Mar 21, 2025 1:31 pm
Posted in Personal Consumer Issues
Replies: 13
by thenow » Fri Mar 21, 2025 10:45 am » in Personal Consumer Issues

13 Replies

456 Views

Last post by BetaTracker
Fri Mar 21, 2025 1:31 pm
any reason to keep Costco Citi CC no longer used?

Last post by Vinny_in_NJ « Fri Mar 21, 2025 1:30 pm
Posted in Personal Finance (Not Investing)
Replies: 11
by heartwood » Fri Mar 21, 2025 3:11 am » in Personal Finance (Not Investing)

11 Replies

855 Views

Last post by Vinny_in_NJ
Fri Mar 21, 2025 1:30 pm
Muni Fund Investments

Last post by Artsdoctor « Fri Mar 21, 2025 1:28 pm
Posted in Personal Investments
Replies: 3
by Gwingert » Fri Mar 21, 2025 12:00 pm » in Personal Investments

3 Replies

166 Views

Last post by Artsdoctor
Fri Mar 21, 2025 1:28 pm
Meta used copyrighted books by Bogle and others to train its AI

Last post by LadyGeek « Fri Mar 21, 2025 1:23 pm
Posted in Personal Consumer Issues
Replies: 19
by nisiprius » Fri Mar 21, 2025 9:47 am » in Personal Consumer Issues

19 Replies

1028 Views

Last post by LadyGeek
Fri Mar 21, 2025 1:23 pm
Best Way to Get $1 Million Check Into Brokerage

Last post by Janky « Fri Mar 21, 2025 1:21 pm
Posted in Personal Finance (Not Investing)
Replies: 59
by tony17112acst » Wed Mar 19, 2025 2:34 pm » in Personal Finance (Not Investing)
1

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59 Replies

4379 Views

Last post by Janky
Fri Mar 21, 2025 1:21 pm
Seeking Advice on Traditional IRA and Investment Strategy for My Father

Last post by mhadden1 « Fri Mar 21, 2025 1:21 pm
Posted in Personal Investments
Replies: 4
by proudowner333 » Wed Mar 19, 2025 10:51 am » in Personal Investments

4 Replies

222 Views

Last post by mhadden1
Fri Mar 21, 2025 1:21 pm
Fidelity restricts me despite DPOA

Last post by JBTX « Fri Mar 21, 2025 1:20 pm
Posted in Personal Investments
Replies: 26
by CosmoK » Thu Mar 13, 2025 3:23 pm » in Personal Investments

26 Replies

2623 Views

Last post by JBTX
Fri Mar 21, 2025 1:20 pm
Psychology of Investing as Net Worth Grows

Last post by EnjoyIt « Fri Mar 21, 2025 1:20 pm
Posted in Investing - Theory, News & General
Replies: 47
by bingo1980 » Wed Mar 19, 2025 2:59 pm » in Investing - Theory, News & General

47 Replies

4480 Views

Last post by EnjoyIt
Fri Mar 21, 2025 1:20 pm
Taxation of Treasury bills, notes and bonds

Last post by Artsdoctor « Fri Mar 21, 2025 1:20 pm
Posted in Investing - Theory, News & General
Replies: 1340
by Kevin M » Tue Nov 15, 2022 7:26 pm » in Investing - Theory, News & General
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23

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1340 Replies

263749 Views

Last post by Artsdoctor
Fri Mar 21, 2025 1:20 pm
Suggestions for tracking your investment allocation

Last post by enad « Fri Mar 21, 2025 1:17 pm
Posted in Personal Investments
Replies: 14
by TexasRads » Fri Mar 21, 2025 9:57 am » in Personal Investments

14 Replies

380 Views

Last post by enad
Fri Mar 21, 2025 1:17 pm
Need Feedback on Retirement Portfolio

Last post by mhadden1 « Fri Mar 21, 2025 1:13 pm
Posted in Personal Investments
Replies: 18
by InvestorGeoffrey » Thu Mar 20, 2025 9:47 am » in Personal Investments

18 Replies

744 Views

Last post by mhadden1
Fri Mar 21, 2025 1:13 pm
[Unwinding a complicated portfolio from our advisor]

Last post by casholaman « Fri Mar 21, 2025 1:12 pm
Posted in Personal Investments
Replies: 52
by Bogleway » Thu May 23, 2024 9:21 pm » in Personal Investments
1

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52 Replies

7725 Views

Last post by casholaman
Fri Mar 21, 2025 1:12 pm
When should DW file for SS spousal benefits?

Last post by enad « Fri Mar 21, 2025 1:10 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by Pretzel lover » Fri Mar 21, 2025 11:51 am » in Personal Finance (Not Investing)

3 Replies

146 Views

Last post by enad
Fri Mar 21, 2025 1:10 pm
What do Fidelity branch offices do anyway?

Last post by Epsilon Delta « Fri Mar 21, 2025 1:10 pm
Posted in Personal Investments
Replies: 51
by Tdubs » Sun Jun 25, 2023 6:26 am » in Personal Investments
1

2
51 Replies

7852 Views

Last post by Epsilon Delta
Fri Mar 21, 2025 1:10 pm
Question on MD education / Accelerated programs home and abroad

Last post by fasteddie911 « Fri Mar 21, 2025 1:06 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by blogpie » Mon Mar 17, 2025 1:14 pm » in Personal Finance (Not Investing)

7 Replies

551 Views

Last post by fasteddie911
Fri Mar 21, 2025 1:06 pm

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