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How do you reconcile your investment account records?

Last post by MrJedi « Tue Mar 28, 2023 6:50 am
Posted in Investing - Theory, News & General
Replies: 42
by Rom » Sun Mar 26, 2023 4:27 pm » in Investing - Theory, News & General

42 Replies

2566 Views

Last post by MrJedi
Tue Mar 28, 2023 6:50 am
Rising Rate environment: HELOC or 2nd mortgage

Last post by TechieTechie « Tue Mar 28, 2023 6:49 am
Posted in Personal Finance (Not Investing)

by TechieTechie » Tue Mar 28, 2023 6:49 am » in Personal Finance (Not Investing)

0 Replies

15 Views

Last post by TechieTechie
Tue Mar 28, 2023 6:49 am
Millennials: do you prefer debit to credit? if so, why?

Last post by RobLyons « Tue Mar 28, 2023 6:49 am
Posted in Personal Finance (Not Investing)
Replies: 141
by NYCaviator » Sun Mar 26, 2023 8:59 pm » in Personal Finance (Not Investing)
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141 Replies

7765 Views

Last post by RobLyons
Tue Mar 28, 2023 6:49 am
First time doing taxes - realized I accidentally over-contributed 401k

Last post by Ostentatious « Tue Mar 28, 2023 6:49 am
Posted in Personal Finance (Not Investing)
Replies: 19
by blaire951 » Sat Mar 25, 2023 5:40 am » in Personal Finance (Not Investing)

19 Replies

1433 Views

Last post by Ostentatious
Tue Mar 28, 2023 6:49 am
New driver’s license number, on-line bank applications, and third-party verifiers

Last post by anon_investor « Tue Mar 28, 2023 6:49 am
Posted in Personal Finance (Not Investing)
Replies: 9
by chemocean » Mon Mar 27, 2023 7:58 pm » in Personal Finance (Not Investing)

9 Replies

733 Views

Last post by anon_investor
Tue Mar 28, 2023 6:49 am
College bound son for CS [Computer Science]

Last post by BeanieMaker « Tue Mar 28, 2023 6:48 am
Posted in Personal Consumer Issues
Replies: 151
by skibummer » Thu Mar 23, 2023 10:08 am » in Personal Consumer Issues
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151 Replies

8872 Views

Last post by BeanieMaker
Tue Mar 28, 2023 6:48 am
Binoculars that can take sharp image of what you see?

Last post by hunoraut « Tue Mar 28, 2023 6:47 am
Posted in Personal Consumer Issues
Replies: 41
by knightrider » Sun Mar 26, 2023 5:15 pm » in Personal Consumer Issues

41 Replies

2564 Views

Last post by hunoraut
Tue Mar 28, 2023 6:47 am
Funding Fidelity solo 401k in person rather than ACH

Last post by njay73 « Tue Mar 28, 2023 6:46 am
Posted in Personal Investments
Replies: 42
by eltron » Fri Apr 03, 2020 10:32 am » in Personal Investments

42 Replies

3455 Views

Last post by njay73
Tue Mar 28, 2023 6:46 am
Why not 100% PSLDX? [PIMCO StocksPLUS Long Duration Fund]

Last post by Stubbie « Tue Mar 28, 2023 6:45 am
Posted in Investing - Theory, News & General
Replies: 1847
by TeeDee » Wed Mar 04, 2020 9:15 pm » in Investing - Theory, News & General
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1847 Replies

301071 Views

Last post by Stubbie
Tue Mar 28, 2023 6:45 am
Verizon 55+ Plan

Last post by jfave33 « Tue Mar 28, 2023 6:43 am
Posted in Personal Finance (Not Investing)
Replies: 12
by retired-early » Mon Mar 27, 2023 5:31 pm » in Personal Finance (Not Investing)

12 Replies

1556 Views

Last post by jfave33
Tue Mar 28, 2023 6:43 am
TurboTax Backdoor Roth IRA Issue

Last post by retiredjg « Tue Mar 28, 2023 6:43 am
Posted in Personal Finance (Not Investing)
Replies: 7
by Naris » Mon Mar 27, 2023 7:57 pm » in Personal Finance (Not Investing)

7 Replies

537 Views

Last post by retiredjg
Tue Mar 28, 2023 6:43 am
IRS, Estimated taxes and Capital Gains

Last post by MrJedi « Tue Mar 28, 2023 6:41 am
Posted in Personal Finance (Not Investing)
Replies: 1
by goshenBogle » Tue Mar 28, 2023 6:34 am » in Personal Finance (Not Investing)

1 Replies

83 Views

Last post by MrJedi
Tue Mar 28, 2023 6:41 am
Do I have to get a hybrid?

Last post by stoptothink « Tue Mar 28, 2023 6:38 am
Posted in Personal Consumer Issues
Replies: 108
by augustwest73 » Fri Mar 24, 2023 12:39 pm » in Personal Consumer Issues
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108 Replies

7753 Views

Last post by stoptothink
Tue Mar 28, 2023 6:38 am
Portfolio Suggestions

Last post by southernlucky « Tue Mar 28, 2023 6:30 am
Posted in Personal Investments
Replies: 3
by LifeIsGood » Tue Mar 28, 2023 5:51 am » in Personal Investments

3 Replies

184 Views

Last post by southernlucky
Tue Mar 28, 2023 6:30 am
Best funds for my 403b

Last post by DIYtrixie « Tue Mar 28, 2023 6:30 am
Posted in Personal Investments
Replies: 6
by JRR9000 » Mon Mar 27, 2023 8:44 pm » in Personal Investments

6 Replies

415 Views

Last post by DIYtrixie
Tue Mar 28, 2023 6:30 am
What Book Are You Currently Reading? Part VI

Last post by wabbott « Tue Mar 28, 2023 6:26 am
Posted in Personal Consumer Issues
Replies: 6568
by Alex Frakt » Mon Sep 22, 2014 11:14 am » in Personal Consumer Issues
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6568 Replies

1504251 Views

Last post by wabbott
Tue Mar 28, 2023 6:26 am
VUSXX vs VMFXX questions

Last post by Anovice « Tue Mar 28, 2023 6:22 am
Posted in Personal Investments
Replies: 16
by hudson4351 » Mon Mar 27, 2023 10:57 am » in Personal Investments

16 Replies

1617 Views

Last post by Anovice
Tue Mar 28, 2023 6:22 am
Do I sell the business to PE or not?

Last post by bearwithbear « Tue Mar 28, 2023 6:21 am
Posted in Personal Investments
Replies: 27
by bws600 » Mon Mar 27, 2023 6:04 pm » in Personal Investments

27 Replies

2052 Views

Last post by bearwithbear
Tue Mar 28, 2023 6:21 am
Curious about bond direction cause and effects

Last post by jebmke « Tue Mar 28, 2023 6:05 am
Posted in Investing - Theory, News & General
Replies: 2
by gavinsiu » Mon Mar 27, 2023 11:20 pm » in Investing - Theory, News & General

2 Replies

379 Views

Last post by jebmke
Tue Mar 28, 2023 6:05 am
The One-Fund Portfolio as a default suggestion

Last post by bhjjk19 « Tue Mar 28, 2023 6:01 am
Posted in Investing - Theory, News & General
Replies: 640
by longinvest » Mon Aug 12, 2019 8:10 am » in Investing - Theory, News & General
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640 Replies

159240 Views

Last post by bhjjk19
Tue Mar 28, 2023 6:01 am
Fidelity- how to add additional pension assets to rollover IRA

Last post by dcabler « Tue Mar 28, 2023 6:01 am
Posted in Personal Investments
Replies: 3
by musicmom » Mon Mar 27, 2023 7:57 pm » in Personal Investments

3 Replies

272 Views

Last post by dcabler
Tue Mar 28, 2023 6:01 am
Long Term Care Insurance

Last post by MikeG62 « Tue Mar 28, 2023 5:57 am
Posted in Personal Finance (Not Investing)
Replies: 367
by martincmartin » Thu Jan 27, 2022 8:11 am » in Personal Finance (Not Investing)
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367 Replies

28562 Views

Last post by MikeG62
Tue Mar 28, 2023 5:57 am
Received Dividends After 401k Rollover

Last post by Harry Livermore « Tue Mar 28, 2023 5:49 am
Posted in Personal Finance (Not Investing)
Replies: 8
by monkeytypist » Sun Feb 17, 2019 1:40 pm » in Personal Finance (Not Investing)

8 Replies

1037 Views

Last post by Harry Livermore
Tue Mar 28, 2023 5:49 am
2 year Treasury Note net return question.

Last post by #Cruncher « Tue Mar 28, 2023 5:45 am
Posted in Personal Investments
Replies: 7
by Galen » Sat Mar 25, 2023 12:29 pm » in Personal Investments

7 Replies

810 Views

Last post by #Cruncher
Tue Mar 28, 2023 5:45 am
“Stop Playing”..What Does This Really Mean?

Last post by Goodman60 « Tue Mar 28, 2023 5:30 am
Posted in Investing - Theory, News & General
Replies: 51
by Leesbro63 » Mon Mar 27, 2023 10:35 am » in Investing - Theory, News & General
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51 Replies

3751 Views

Last post by Goodman60
Tue Mar 28, 2023 5:30 am
WSJ article on retiring with less than $1 million

Last post by Blue456 « Tue Mar 28, 2023 5:29 am
Posted in Investing - Theory, News & General
Replies: 205
by egri » Fri Mar 24, 2023 4:57 am » in Investing - Theory, News & General
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205 Replies

22297 Views

Last post by Blue456
Tue Mar 28, 2023 5:29 am
Bernstein on TIPS and T-bills

Last post by Blue456 « Tue Mar 28, 2023 5:25 am
Posted in Investing - Theory, News & General
Replies: 117
by quercus » Thu Mar 23, 2023 10:49 am » in Investing - Theory, News & General
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117 Replies

11942 Views

Last post by Blue456
Tue Mar 28, 2023 5:25 am
Holistic Allocation - stocks vs. bonds [Israel]

Last post by TLV_London « Tue Mar 28, 2023 5:18 am
Posted in Non-US Investing
Replies: 2
by TLV_London » Sat Mar 25, 2023 6:52 am » in Non-US Investing

2 Replies

354 Views

Last post by TLV_London
Tue Mar 28, 2023 5:18 am
Starting over at 39; lost 400K… seeking advice

Last post by UncleBen « Tue Mar 28, 2023 5:17 am
Posted in Personal Investments
Replies: 65
by Mikewilliams818 » Wed Oct 13, 2021 5:57 pm » in Personal Investments
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65 Replies

14975 Views

Last post by UncleBen
Tue Mar 28, 2023 5:17 am
Questions about MMFs, institutuonal bankrupcies and protecting cash balances - short term (6 to 12 months strategy)

Last post by Duckinson « Tue Mar 28, 2023 5:16 am
Posted in Non-US Investing
Replies: 12
by Duckinson » Mon Mar 27, 2023 12:38 am » in Non-US Investing

12 Replies

858 Views

Last post by Duckinson
Tue Mar 28, 2023 5:16 am
Best Funeral you ever attended?

Last post by Leesbro63 « Tue Mar 28, 2023 5:04 am
Posted in Personal Consumer Issues
Replies: 66
by Johny Fever » Mon Mar 06, 2023 2:23 pm » in Personal Consumer Issues
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66 Replies

6618 Views

Last post by Leesbro63
Tue Mar 28, 2023 5:04 am
Adult kid filing taxes for first time - 1099T doubt

Last post by marcopolo « Tue Mar 28, 2023 4:23 am
Posted in Personal Finance (Not Investing)
Replies: 8
by rm » Mon Mar 27, 2023 8:31 am » in Personal Finance (Not Investing)

8 Replies

767 Views

Last post by marcopolo
Tue Mar 28, 2023 4:23 am
Tankless hot water heater - should I spring for one?

Last post by lthenderson « Tue Mar 28, 2023 3:51 am
Posted in Personal Consumer Issues
Replies: 8
by miamivice » Mon Mar 27, 2023 8:49 pm » in Personal Consumer Issues

8 Replies

972 Views

Last post by lthenderson
Tue Mar 28, 2023 3:51 am
Covered calls to pay for car purchase?

Last post by squirrellyman « Tue Mar 28, 2023 3:41 am
Posted in Personal Investments
Replies: 20
by Paradise » Mon Mar 27, 2023 8:18 pm » in Personal Investments

20 Replies

1215 Views

Last post by squirrellyman
Tue Mar 28, 2023 3:41 am
[SOLVED] How does my employer figure the 401k match?

Last post by passive101 « Tue Mar 28, 2023 3:26 am
Posted in Personal Investments
Replies: 50
by passive101 » Sun Mar 26, 2023 12:09 am » in Personal Investments
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50 Replies

3184 Views

Last post by passive101
Tue Mar 28, 2023 3:26 am
Retiring next month, Do the numbers work?

Last post by runner540 « Tue Mar 28, 2023 3:20 am
Posted in Personal Finance (Not Investing)
Replies: 6
by mwusa1 » Mon Mar 27, 2023 12:30 pm » in Personal Finance (Not Investing)

6 Replies

1283 Views

Last post by runner540
Tue Mar 28, 2023 3:20 am
New Car Sanity Check - 50-90k

Last post by ralph124cf « Tue Mar 28, 2023 3:16 am
Posted in Personal Consumer Issues
Replies: 44
by ExtraLegRoom » Thu Mar 23, 2023 1:02 pm » in Personal Consumer Issues

44 Replies

4918 Views

Last post by ralph124cf
Tue Mar 28, 2023 3:16 am
Schedule B for form 1116

Last post by saseptim « Tue Mar 28, 2023 3:07 am
Posted in Personal Finance (Not Investing)
Replies: 5
by saseptim » Thu Mar 23, 2023 6:22 am » in Personal Finance (Not Investing)

5 Replies

582 Views

Last post by saseptim
Tue Mar 28, 2023 3:07 am
tax withholding when removing 2022 excess Roth IRA contributions in 2023

Last post by celia « Tue Mar 28, 2023 2:21 am
Posted in Personal Investments
Replies: 1
by tda » Tue Mar 28, 2023 12:15 am » in Personal Investments

1 Replies

151 Views

Last post by celia
Tue Mar 28, 2023 2:21 am
HCE/mega backdoor Roth risk?

Last post by JTravers « Tue Mar 28, 2023 2:17 am
Posted in Personal Investments
Replies: 26
by whodidntante » Tue Jan 23, 2018 6:35 pm » in Personal Investments

26 Replies

4916 Views

Last post by JTravers
Tue Mar 28, 2023 2:17 am
The Final, Definitive Thread on Brokerage Transfer Bonuses

Last post by placeholder « Tue Mar 28, 2023 2:10 am
Posted in Investing - Theory, News & General
Replies: 5057
by Earl Lemongrab » Fri Aug 05, 2016 8:07 pm » in Investing - Theory, News & General
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5057 Replies

756628 Views

Last post by placeholder
Tue Mar 28, 2023 2:10 am
Monthly or Yearly Withdrawals in Retirement

Last post by seajay « Tue Mar 28, 2023 2:01 am
Posted in Investing - Theory, News & General
Replies: 68
by Edify » Thu Apr 01, 2021 10:01 pm » in Investing - Theory, News & General
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68 Replies

8746 Views

Last post by seajay
Tue Mar 28, 2023 2:01 am
Graduate School Taxation

Last post by dak « Tue Mar 28, 2023 1:59 am
Posted in Personal Finance (Not Investing)
Replies: 8
by dak » Mon Mar 27, 2023 12:10 pm » in Personal Finance (Not Investing)

8 Replies

873 Views

Last post by dak
Tue Mar 28, 2023 1:59 am
Is a CD a CD anymore?

Last post by catnamedspot « Tue Mar 28, 2023 1:57 am
Posted in Investing - Theory, News & General
Replies: 47
by catnamedspot » Mon Mar 27, 2023 2:52 pm » in Investing - Theory, News & General

47 Replies

3333 Views

Last post by catnamedspot
Tue Mar 28, 2023 1:57 am
[Bank failure discussion mega-thread]

Last post by vaylie « Tue Mar 28, 2023 1:56 am
Posted in Investing - Theory, News & General
Replies: 2164
by curmudgeon » Thu Mar 09, 2023 11:40 pm » in Investing - Theory, News & General
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2164 Replies

145612 Views

Last post by vaylie
Tue Mar 28, 2023 1:56 am
income tax formula from total tax

Last post by boomer_techie « Tue Mar 28, 2023 1:34 am
Posted in Personal Finance (Not Investing)
Replies: 16
by muel87 » Sun Mar 26, 2023 7:09 am » in Personal Finance (Not Investing)

16 Replies

1312 Views

Last post by boomer_techie
Tue Mar 28, 2023 1:34 am
Getting mails/visits/call from NORC at Univ of Chicago.

Last post by mk1039 « Tue Mar 28, 2023 1:34 am
Posted in Personal Finance (Not Investing)

by mk1039 » Tue Mar 28, 2023 1:34 am » in Personal Finance (Not Investing)

0 Replies

182 Views

Last post by mk1039
Tue Mar 28, 2023 1:34 am
When to use Money Market Accounts?

Last post by gotoparks « Tue Mar 28, 2023 1:26 am
Posted in Personal Investments
Replies: 22
by erebusxc47 » Fri Mar 17, 2023 1:44 am » in Personal Investments

22 Replies

3783 Views

Last post by gotoparks
Tue Mar 28, 2023 1:26 am
"Asset Location Fundamentals (which investments to own in which accounts)"

Last post by FoundingFather « Tue Mar 28, 2023 1:24 am
Posted in Investing - Theory, News & General
Replies: 5
by Taylor Larimore » Mon Mar 27, 2023 2:43 pm » in Investing - Theory, News & General

5 Replies

582 Views

Last post by FoundingFather
Tue Mar 28, 2023 1:24 am
Sell sports car to pay off mortgage?

Last post by Fat Tails « Tue Mar 28, 2023 1:18 am
Posted in Personal Finance (Not Investing)
Replies: 39
by Sauceonside » Mon Mar 27, 2023 12:39 pm » in Personal Finance (Not Investing)

39 Replies

2472 Views

Last post by Fat Tails
Tue Mar 28, 2023 1:18 am

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