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Tax Efficient Strategy using Tax-deferred, Roth, and Taxable accounts

Last post by smartinvestor2020 « Thu Sep 21, 2023 8:33 pm
Posted in Personal Investments
Replies: 41
by smartinvestor2020 » Sat Aug 05, 2023 5:49 pm » in Personal Investments

41 Replies

3031 Views

Last post by smartinvestor2020
Thu Sep 21, 2023 8:33 pm
Open Links in New Tab/Window

Last post by ResearchMed « Thu Sep 21, 2023 8:33 pm
Posted in Forum Issues and Administration
Replies: 22
by southerndoc » Sat Dec 31, 2022 5:48 pm » in Forum Issues and Administration

22 Replies

2691 Views

Last post by ResearchMed
Thu Sep 21, 2023 8:33 pm
Costco - Executive Membership for big purchases

Last post by Marylander1 « Thu Sep 21, 2023 8:33 pm
Posted in Personal Consumer Issues
Replies: 9
by michaeljc70 » Thu Sep 21, 2023 5:55 pm » in Personal Consumer Issues

9 Replies

686 Views

Last post by Marylander1
Thu Sep 21, 2023 8:33 pm
selling individual stock

Last post by arcticpineapplecorp. « Thu Sep 21, 2023 8:33 pm
Posted in Personal Investments
Replies: 9
by Youngbuck21 » Thu Sep 21, 2023 1:45 pm » in Personal Investments

9 Replies

359 Views

Last post by arcticpineapplecorp.
Thu Sep 21, 2023 8:33 pm
First Time Snowboarding..Should I?

Last post by solarcub « Thu Sep 21, 2023 8:33 pm
Posted in Personal Consumer Issues
Replies: 7
by zeldak » Thu Sep 21, 2023 7:38 pm » in Personal Consumer Issues

7 Replies

253 Views

Last post by solarcub
Thu Sep 21, 2023 8:33 pm
What are you listening to now

Last post by BernardShakey « Thu Sep 21, 2023 8:33 pm
Posted in Personal Consumer Issues
Replies: 4723
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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4723 Replies

356853 Views

Last post by BernardShakey
Thu Sep 21, 2023 8:33 pm
Lazy workout routines: what to add to rowing?

Last post by Hoosier CPA « Thu Sep 21, 2023 8:32 pm
Posted in Personal Consumer Issues
Replies: 36
by LaniK1 » Thu Sep 21, 2023 8:15 am » in Personal Consumer Issues

36 Replies

1648 Views

Last post by Hoosier CPA
Thu Sep 21, 2023 8:32 pm
Relationship Between Federal Tax Rate & Qualified Dividend Rate

Last post by grabiner « Thu Sep 21, 2023 8:30 pm
Posted in Personal Investments
Replies: 7
by DelMar » Wed Sep 20, 2023 7:05 pm » in Personal Investments

7 Replies

722 Views

Last post by grabiner
Thu Sep 21, 2023 8:30 pm
What length of time to have Term Life Insurance?

Last post by Serendipity « Thu Sep 21, 2023 8:29 pm
Posted in Personal Finance (Not Investing)
Replies: 37
by saver1 » Wed Sep 20, 2023 10:03 am » in Personal Finance (Not Investing)

37 Replies

1941 Views

Last post by Serendipity
Thu Sep 21, 2023 8:29 pm
FIPDX divided this year anywhere close to last year’s?

Last post by arcticpineapplecorp. « Thu Sep 21, 2023 8:29 pm
Posted in Personal Investments
Replies: 23
by Galleygal » Thu Sep 07, 2023 12:20 pm » in Personal Investments

23 Replies

1194 Views

Last post by arcticpineapplecorp.
Thu Sep 21, 2023 8:29 pm
Shorting SQQQ by daily rebalancing

Last post by Kbg « Thu Sep 21, 2023 8:25 pm
Posted in Investing - Theory, News & General
Replies: 23
by erCamez » Wed Sep 20, 2023 5:22 pm » in Investing - Theory, News & General

23 Replies

1435 Views

Last post by Kbg
Thu Sep 21, 2023 8:25 pm
Advice on portfolio and general investing

Last post by Alvin « Thu Sep 21, 2023 8:24 pm
Posted in Personal Investments
Replies: 2
by Alvin » Thu Sep 21, 2023 8:06 pm » in Personal Investments

2 Replies

81 Views

Last post by Alvin
Thu Sep 21, 2023 8:24 pm
Now that long TIPS have surged past 2.25% I will…

Last post by Lyrrad « Thu Sep 21, 2023 8:22 pm
Posted in Investing - Theory, News & General
Replies: 1286
by McQ » Sun Sep 18, 2022 11:08 pm » in Investing - Theory, News & General
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1286 Replies

144019 Views

Last post by Lyrrad
Thu Sep 21, 2023 8:22 pm
Schwab 3-fund investing strategy Q (ETF vs Mutual Fund)

Last post by grabiner « Thu Sep 21, 2023 8:20 pm
Posted in Personal Investments
Replies: 9
by formfactor » Thu Sep 21, 2023 3:15 pm » in Personal Investments

9 Replies

504 Views

Last post by grabiner
Thu Sep 21, 2023 8:20 pm
What's Your Credit Card Rewards Strategy?

Last post by Lyrrad « Thu Sep 21, 2023 8:19 pm
Posted in Personal Finance (Not Investing)
Replies: 6801
by guitarguy » Wed May 25, 2016 10:15 am » in Personal Finance (Not Investing)
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6801 Replies

1277815 Views

Last post by Lyrrad
Thu Sep 21, 2023 8:19 pm
Let's play chess

Last post by cheesepep « Thu Sep 21, 2023 8:19 pm
Posted in Personal Consumer Issues
Replies: 982
by LadyGeek » Fri Jan 15, 2021 5:58 pm » in Personal Consumer Issues
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982 Replies

88940 Views

Last post by cheesepep
Thu Sep 21, 2023 8:19 pm
Emergency Fund

Last post by anon_investor « Thu Sep 21, 2023 8:18 pm
Posted in Personal Finance (Not Investing)
Replies: 17
by naturewalker420 » Mon Sep 04, 2023 7:43 am » in Personal Finance (Not Investing)

17 Replies

1438 Views

Last post by anon_investor
Thu Sep 21, 2023 8:18 pm
Traditional IRA [convert or start new Roth]

Last post by vnatale « Thu Sep 21, 2023 8:17 pm
Posted in Personal Investments
Replies: 34
by lauhenrom11 » Wed Sep 20, 2023 10:17 am » in Personal Investments

34 Replies

1412 Views

Last post by vnatale
Thu Sep 21, 2023 8:17 pm
Why Not a Bank CD Instead of a Bond Fund?

Last post by Drewski04 « Thu Sep 21, 2023 8:16 pm
Posted in Personal Investments
Replies: 44
by Drewski04 » Thu Sep 21, 2023 11:10 am » in Personal Investments

44 Replies

2097 Views

Last post by Drewski04
Thu Sep 21, 2023 8:16 pm
Share your net worth progression

Last post by DoubleR « Thu Sep 21, 2023 8:15 pm
Posted in Personal Finance (Not Investing)
Replies: 3789
by techcrium » Tue May 13, 2014 10:14 am » in Personal Finance (Not Investing)
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3789 Replies

904398 Views

Last post by DoubleR
Thu Sep 21, 2023 8:15 pm
Credit Card Debt at the Time of Death

Last post by money2churn « Thu Sep 21, 2023 8:11 pm
Posted in Personal Finance (Not Investing)
Replies: 24
by Carefreeap » Wed Sep 20, 2023 5:26 pm » in Personal Finance (Not Investing)

24 Replies

2622 Views

Last post by money2churn
Thu Sep 21, 2023 8:11 pm
Holding period for in-kind Roth IRA distribution?

Last post by secondcor521 « Thu Sep 21, 2023 8:08 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by secondcor521 » Thu Sep 21, 2023 5:38 pm » in Personal Finance (Not Investing)

4 Replies

224 Views

Last post by secondcor521
Thu Sep 21, 2023 8:08 pm
Value Investing Forums / Websites ?

Last post by GRP « Thu Sep 21, 2023 8:08 pm
Posted in Investing - Theory, News & General
Replies: 16
by Fat-Tailed Contagion » Wed Sep 20, 2023 6:35 pm » in Investing - Theory, News & General

16 Replies

1166 Views

Last post by GRP
Thu Sep 21, 2023 8:08 pm
Seeking Solo 401K Advice

Last post by vnatale « Thu Sep 21, 2023 8:08 pm
Posted in Personal Investments
Replies: 31
by WoodSprite » Wed Sep 20, 2023 5:51 pm » in Personal Investments

31 Replies

1256 Views

Last post by vnatale
Thu Sep 21, 2023 8:08 pm
HSA eligibility questions

Last post by rsantella « Thu Sep 21, 2023 8:02 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by rsantella » Wed Sep 20, 2023 10:45 am » in Personal Finance (Not Investing)

6 Replies

445 Views

Last post by rsantella
Thu Sep 21, 2023 8:02 pm
Aren't you an above-average investor?

Last post by Fallible « Thu Sep 21, 2023 8:02 pm
Posted in Investing - Theory, News & General
Replies: 71
by simpleisbest » Thu Sep 21, 2023 9:29 am » in Investing - Theory, News & General
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71 Replies

3001 Views

Last post by Fallible
Thu Sep 21, 2023 8:02 pm
Debit card fraud

Last post by anon_investor « Thu Sep 21, 2023 7:59 pm
Posted in Personal Finance (Not Investing)
Replies: 19
by Dead Man Walking » Wed Sep 20, 2023 8:33 pm » in Personal Finance (Not Investing)

19 Replies

1735 Views

Last post by anon_investor
Thu Sep 21, 2023 7:59 pm
Transfer of maturing IRA CD to Fidelity (pull)

Last post by MacktheKnife « Thu Sep 21, 2023 7:58 pm
Posted in Investing - Theory, News & General

by MacktheKnife » Thu Sep 21, 2023 7:58 pm » in Investing - Theory, News & General

0 Replies

46 Views

Last post by MacktheKnife
Thu Sep 21, 2023 7:58 pm
401k Investment Plan

Last post by FiveK « Thu Sep 21, 2023 7:58 pm
Posted in Personal Investments
Replies: 1
by agsoccer9 » Thu Sep 21, 2023 7:27 pm » in Personal Investments

1 Replies

82 Views

Last post by FiveK
Thu Sep 21, 2023 7:58 pm
IRS interest charge

Last post by talzara « Thu Sep 21, 2023 7:56 pm
Posted in Investing - Theory, News & General
Replies: 13
by EddyB » Thu Sep 21, 2023 3:24 am » in Investing - Theory, News & General

13 Replies

1277 Views

Last post by talzara
Thu Sep 21, 2023 7:56 pm
HR Block: Home office deduction not reported on Sched C?

Last post by billaster « Thu Sep 21, 2023 7:56 pm
Posted in Personal Finance (Not Investing)
Replies: 21
by Raspberry-503 » Wed Sep 20, 2023 4:57 pm » in Personal Finance (Not Investing)

21 Replies

909 Views

Last post by billaster
Thu Sep 21, 2023 7:56 pm
Annuity if you don’t need it.

Last post by Wwwdotcom « Thu Sep 21, 2023 7:50 pm
Posted in Personal Investments
Replies: 71
by Wricha » Wed Sep 13, 2023 6:23 pm » in Personal Investments
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71 Replies

5961 Views

Last post by Wwwdotcom
Thu Sep 21, 2023 7:50 pm
In-Service 401k Rollover from Principal Financial

Last post by nonstoprider « Thu Sep 21, 2023 7:48 pm
Posted in Personal Investments
Replies: 5
by nonstoprider » Wed Sep 20, 2023 8:35 pm » in Personal Investments

5 Replies

518 Views

Last post by nonstoprider
Thu Sep 21, 2023 7:48 pm
What Fraction of Retirement Assets in TIPS Ladder?

Last post by HeavyChevy « Thu Sep 21, 2023 7:45 pm
Posted in Investing - Theory, News & General
Replies: 65
by alife » Mon Sep 04, 2023 9:40 am » in Investing - Theory, News & General
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65 Replies

7450 Views

Last post by HeavyChevy
Thu Sep 21, 2023 7:45 pm
changing G plan to N supplement plan?

Last post by tj « Thu Sep 21, 2023 7:44 pm
Posted in Personal Finance (Not Investing)
Replies: 47
by rb5505 » Sun Sep 17, 2023 12:10 am » in Personal Finance (Not Investing)

47 Replies

3991 Views

Last post by tj
Thu Sep 21, 2023 7:44 pm
Dollar Cost Averaging and Tax Loss Harvesting

Last post by mander75 « Thu Sep 21, 2023 7:42 pm
Posted in Personal Investments
Replies: 2
by mander75 » Tue Sep 12, 2023 5:39 pm » in Personal Investments

2 Replies

336 Views

Last post by mander75
Thu Sep 21, 2023 7:42 pm
VTSAX and VBTLX

Last post by DS03 « Thu Sep 21, 2023 7:41 pm
Posted in Personal Investments
Replies: 5
by OutdoorED » Thu Sep 21, 2023 3:35 pm » in Personal Investments

5 Replies

464 Views

Last post by DS03
Thu Sep 21, 2023 7:41 pm
Kiawah Island in February?

Last post by guyfromct « Thu Sep 21, 2023 7:41 pm
Posted in Personal Consumer Issues
Replies: 8
by bikechuck » Wed Sep 20, 2023 10:40 am » in Personal Consumer Issues

8 Replies

1245 Views

Last post by guyfromct
Thu Sep 21, 2023 7:41 pm
Seeking New Home Construction Tips

Last post by Zipster « Thu Sep 21, 2023 7:40 pm
Posted in Personal Finance (Not Investing)
Replies: 21
by SchruteBucks » Thu Sep 21, 2023 10:28 am » in Personal Finance (Not Investing)

21 Replies

1081 Views

Last post by Zipster
Thu Sep 21, 2023 7:40 pm
Advice on portfolio, rollovers, and general investing

Last post by ruralavalon « Thu Sep 21, 2023 7:39 pm
Posted in Personal Investments
Replies: 8
by kirbybrik » Wed Sep 20, 2023 8:12 pm » in Personal Investments

8 Replies

774 Views

Last post by ruralavalon
Thu Sep 21, 2023 7:39 pm
401(k) vs mega backdoor Roth

Last post by SnowBog « Thu Sep 21, 2023 7:39 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by stilllurking » Thu Sep 21, 2023 6:00 pm » in Personal Finance (Not Investing)

8 Replies

327 Views

Last post by SnowBog
Thu Sep 21, 2023 7:39 pm
Ways to take advantage of unemployment

Last post by lakpr « Thu Sep 21, 2023 7:39 pm
Posted in Personal Investments
Replies: 1
by acejacksingh » Thu Sep 21, 2023 7:31 pm » in Personal Investments

1 Replies

155 Views

Last post by lakpr
Thu Sep 21, 2023 7:39 pm
Who has the LOWEST Stock Allocation??

Last post by Wanderingwheelz « Thu Sep 21, 2023 7:33 pm
Posted in Personal Investments
Replies: 19
by Charles Joseph » Thu Sep 21, 2023 3:38 pm » in Personal Investments

19 Replies

1151 Views

Last post by Wanderingwheelz
Thu Sep 21, 2023 7:33 pm
Experience with In-service Rollovers to a Roth IRA

Last post by abw « Thu Sep 21, 2023 7:31 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by abw » Thu Sep 21, 2023 1:17 pm » in Personal Finance (Not Investing)

7 Replies

337 Views

Last post by abw
Thu Sep 21, 2023 7:31 pm
Tesla savings vs used ICE cars

Last post by Wwwdotcom « Thu Sep 21, 2023 7:30 pm
Posted in Personal Consumer Issues
Replies: 62
by jplee3 » Sat Sep 16, 2023 1:00 pm » in Personal Consumer Issues
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62 Replies

4950 Views

Last post by Wwwdotcom
Thu Sep 21, 2023 7:30 pm
How to Maintain Asset Allocation?

Last post by southernlucky « Thu Sep 21, 2023 7:26 pm
Posted in Personal Investments
Replies: 2
by TellMeMore » Mon Sep 04, 2023 12:15 pm » in Personal Investments

2 Replies

559 Views

Last post by southernlucky
Thu Sep 21, 2023 7:26 pm
Porfolio review: 6.5M & scared to spend?

Last post by anagram « Thu Sep 21, 2023 7:26 pm
Posted in Personal Investments
Replies: 26
by tac55 » Sat Sep 16, 2023 11:49 am » in Personal Investments

26 Replies

7360 Views

Last post by anagram
Thu Sep 21, 2023 7:26 pm
Are stocks (or bonds) more risky at different times?

Last post by loukycpa « Thu Sep 21, 2023 7:22 pm
Posted in Investing - Theory, News & General
Replies: 19
by RationalWalk » Mon Sep 18, 2023 8:15 pm » in Investing - Theory, News & General

19 Replies

1768 Views

Last post by loukycpa
Thu Sep 21, 2023 7:22 pm
$500 for HOA documents

Last post by Dottie57 « Thu Sep 21, 2023 7:22 pm
Posted in Personal Consumer Issues
Replies: 37
by michaeljc70 » Wed Sep 20, 2023 6:45 pm » in Personal Consumer Issues

37 Replies

2720 Views

Last post by Dottie57
Thu Sep 21, 2023 7:22 pm
Bird watchers – what birds are you seeing?

Last post by Dottie57 « Thu Sep 21, 2023 7:18 pm
Posted in Personal Consumer Issues
Replies: 2640
by JAZZISCOOL » Sat Mar 28, 2020 4:30 pm » in Personal Consumer Issues
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2640 Replies

174794 Views

Last post by Dottie57
Thu Sep 21, 2023 7:18 pm

Search found 660 matches

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