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Tax benefits VMFXX vs VUSXX for CA residents

Last post by Artsdoctor « Fri Feb 14, 2025 6:21 pm
Posted in Personal Investments
Replies: 22
by carbonfiberhb8 » Wed Jan 08, 2025 3:08 pm » in Personal Investments

22 Replies

1648 Views

Last post by Artsdoctor
Fri Feb 14, 2025 6:21 pm
Tax Help: Date for acquisition for shares donated to a DAF

Last post by livesoft « Fri Feb 14, 2025 6:21 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by Travelbug22 » Fri Feb 14, 2025 9:38 am » in Personal Finance (Not Investing)

3 Replies

68 Views

Last post by livesoft
Fri Feb 14, 2025 6:21 pm
New home security - overkill?

Last post by quantAndHold « Fri Feb 14, 2025 6:19 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by retire57 » Fri Feb 14, 2025 4:37 pm » in Personal Finance (Not Investing)

6 Replies

344 Views

Last post by quantAndHold
Fri Feb 14, 2025 6:19 pm
“100% stocks for retirement? A new study says dump the 60/40 portfolio and target-date funds.“

Last post by munemaker « Fri Feb 14, 2025 6:19 pm
Posted in Investing - Theory, News & General
Replies: 157
by TrustTheMarket » Thu Feb 13, 2025 12:50 pm » in Investing - Theory, News & General
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157 Replies

8857 Views

Last post by munemaker
Fri Feb 14, 2025 6:19 pm
Inherited IRA

Last post by Affable at 50 « Fri Feb 14, 2025 6:18 pm
Posted in Personal Investments
Replies: 8
by Crj414 » Wed Feb 12, 2025 8:48 pm » in Personal Investments

8 Replies

1044 Views

Last post by Affable at 50
Fri Feb 14, 2025 6:18 pm
Elm Wealth ETF ELM now available

Last post by prioritarian « Fri Feb 14, 2025 6:17 pm
Posted in Investing - Theory, News & General
Replies: 10
by medchemguy » Fri Feb 14, 2025 9:41 am » in Investing - Theory, News & General

10 Replies

534 Views

Last post by prioritarian
Fri Feb 14, 2025 6:17 pm
How to determine the cost basis for stocks with no records?

Last post by rob « Fri Feb 14, 2025 6:10 pm
Posted in Personal Finance (Not Investing)
Replies: 41
by worthit » Mon Dec 11, 2023 4:05 pm » in Personal Finance (Not Investing)

41 Replies

12458 Views

Last post by rob
Fri Feb 14, 2025 6:10 pm
Yubikey only at Vanguard now possible.

Last post by theduke « Fri Feb 14, 2025 6:06 pm
Posted in Personal Consumer Issues
Replies: 759
by pragmatist » Thu May 27, 2021 6:38 am » in Personal Consumer Issues
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759 Replies

111020 Views

Last post by theduke
Fri Feb 14, 2025 6:06 pm
UIT's - Anything good about them?

Last post by Voulsia24 « Fri Feb 14, 2025 6:01 pm
Posted in Personal Investments
Replies: 2
by Voulsia24 » Wed Feb 12, 2025 3:28 pm » in Personal Investments

2 Replies

297 Views

Last post by Voulsia24
Fri Feb 14, 2025 6:01 pm
3 funds portfolio and "Buy, Hold, and Rebalance"

Last post by NatureBoy « Fri Feb 14, 2025 6:00 pm
Posted in Investing - Theory, News & General
Replies: 57
by KlangFool » Mon Feb 10, 2025 11:48 am » in Investing - Theory, News & General
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57 Replies

4409 Views

Last post by NatureBoy
Fri Feb 14, 2025 6:00 pm
Excess Roth Contribution, with profit. Taxes?

Last post by toddthebod « Fri Feb 14, 2025 5:59 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by Johnsson » Fri Feb 14, 2025 2:16 pm » in Personal Finance (Not Investing)

3 Replies

126 Views

Last post by toddthebod
Fri Feb 14, 2025 5:59 pm
WhatsApp - messaging platform

Last post by srt7 « Fri Feb 14, 2025 5:59 pm
Posted in Personal Consumer Issues
Replies: 11
by rjbraun » Fri Feb 14, 2025 1:23 pm » in Personal Consumer Issues

11 Replies

518 Views

Last post by srt7
Fri Feb 14, 2025 5:59 pm
Cost of dental visit

Last post by LadyGeek « Fri Feb 14, 2025 5:58 pm
Posted in Personal Consumer Issues
Replies: 59
by tc101 » Wed Mar 13, 2024 3:58 pm » in Personal Consumer Issues
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59 Replies

4940 Views

Last post by LadyGeek
Fri Feb 14, 2025 5:58 pm
ACAT fraud with a twist - Vanguard

Last post by Duckie « Fri Feb 14, 2025 5:55 pm
Posted in Personal Investments
Replies: 95
by ww340 » Mon Feb 03, 2025 7:13 pm » in Personal Investments
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95 Replies

11313 Views

Last post by Duckie
Fri Feb 14, 2025 5:55 pm
What Movie Have You Recently Watched?

Last post by srt7 « Fri Feb 14, 2025 5:53 pm
Posted in Personal Consumer Issues
Replies: 12913
by abuss368 » Sat Aug 30, 2014 3:35 pm » in Personal Consumer Issues
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12913 Replies

2458728 Views

Last post by srt7
Fri Feb 14, 2025 5:53 pm
WhiteCoatInvestor: At 0% LTCG, Taxable account acts almost exactly like a Roth IRA

Last post by vtMaps « Fri Feb 14, 2025 5:53 pm
Posted in Investing - Theory, News & General
Replies: 28
by GrilledSardines » Thu Feb 13, 2025 4:00 pm » in Investing - Theory, News & General

28 Replies

3434 Views

Last post by vtMaps
Fri Feb 14, 2025 5:53 pm
Nighttime Driving - Oncoming Headlights

Last post by syc « Fri Feb 14, 2025 5:53 pm
Posted in Personal Consumer Issues
Replies: 62
by jayjayc » Thu Feb 13, 2025 5:02 pm » in Personal Consumer Issues
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62 Replies

4118 Views

Last post by syc
Fri Feb 14, 2025 5:53 pm
Critical mass? Not saving another dollar (in theory)

Last post by Diluted Waters « Fri Feb 14, 2025 5:52 pm
Posted in Personal Finance (Not Investing)
Replies: 60
by TarHeel2002 » Fri Feb 14, 2025 10:19 am » in Personal Finance (Not Investing)
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60 Replies

3042 Views

Last post by Diluted Waters
Fri Feb 14, 2025 5:52 pm
Securing financial paperwork while traveling

Last post by syc « Fri Feb 14, 2025 5:48 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by faienxdcjebaaP » Fri Feb 14, 2025 1:40 pm » in Personal Finance (Not Investing)

7 Replies

311 Views

Last post by syc
Fri Feb 14, 2025 5:48 pm
Bogleheads Forum website running VERY slow?

Last post by LadyGeek « Fri Feb 14, 2025 5:37 pm
Posted in Forum Issues and Administration
Replies: 134
by Stinky » Thu Sep 05, 2024 7:25 am » in Forum Issues and Administration
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134 Replies

22504 Views

Last post by LadyGeek
Fri Feb 14, 2025 5:37 pm
What are you listening to now

Last post by enad « Fri Feb 14, 2025 5:35 pm
Posted in Personal Consumer Issues
Replies: 8185
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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8185 Replies

943281 Views

Last post by enad
Fri Feb 14, 2025 5:35 pm
Is it time to get out of TIAA Real Estate (QREARX)?

Last post by RustyShackleford « Fri Feb 14, 2025 5:31 pm
Posted in Personal Investments
Replies: 74
by matt90077 » Thu Aug 11, 2022 12:41 pm » in Personal Investments
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74 Replies

11169 Views

Last post by RustyShackleford
Fri Feb 14, 2025 5:31 pm
Is this is a correct way to look at paid off house

Last post by sport « Fri Feb 14, 2025 5:31 pm
Posted in Personal Finance (Not Investing)
Replies: 29
by Sho » Thu Feb 13, 2025 5:13 pm » in Personal Finance (Not Investing)

29 Replies

2488 Views

Last post by sport
Fri Feb 14, 2025 5:31 pm
Portfolio review request from a new investor

Last post by rach2025 « Fri Feb 14, 2025 5:29 pm
Posted in Personal Investments
Replies: 13
by rach2025 » Fri Feb 14, 2025 9:15 am » in Personal Investments

13 Replies

561 Views

Last post by rach2025
Fri Feb 14, 2025 5:29 pm
Need portfolio review and retirement advice please

Last post by sivpar « Fri Feb 14, 2025 5:26 pm
Posted in Personal Investments
Replies: 6
by sivpar » Thu Feb 13, 2025 5:32 pm » in Personal Investments

6 Replies

757 Views

Last post by sivpar
Fri Feb 14, 2025 5:26 pm
What to do with Passive Income Carryover from 2023

Last post by MarkNYC « Fri Feb 14, 2025 5:23 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by HoneyBee » Fri Feb 14, 2025 4:51 pm » in Personal Finance (Not Investing)

2 Replies

114 Views

Last post by MarkNYC
Fri Feb 14, 2025 5:23 pm
Are risk-based guardrails approach to retirement withdrawals even desirable?

Last post by tman9999 « Fri Feb 14, 2025 5:23 pm
Posted in Investing - Theory, News & General
Replies: 65
by silent cal » Sat Aug 26, 2023 7:51 pm » in Investing - Theory, News & General
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65 Replies

10840 Views

Last post by tman9999
Fri Feb 14, 2025 5:23 pm
First time managing my own money: More capital gains then thought...

Last post by HeelaMonster « Fri Feb 14, 2025 5:22 pm
Posted in Personal Investments
Replies: 34
by EasyC » Thu Feb 13, 2025 8:42 am » in Personal Investments

34 Replies

2589 Views

Last post by HeelaMonster
Fri Feb 14, 2025 5:22 pm
Is using an SSD external drive worth it for backups?

Last post by theac « Fri Feb 14, 2025 5:20 pm
Posted in Personal Consumer Issues
Replies: 57
by theac » Wed Feb 12, 2025 1:52 am » in Personal Consumer Issues
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57 Replies

3844 Views

Last post by theac
Fri Feb 14, 2025 5:20 pm
sanity check on a possible real estate investment

Last post by Roothy « Fri Feb 14, 2025 5:14 pm
Posted in Personal Investments
Replies: 40
by Roothy » Mon Jan 20, 2025 1:43 pm » in Personal Investments

40 Replies

3042 Views

Last post by Roothy
Fri Feb 14, 2025 5:14 pm
Portfolio health check-up for 32M and 36F

Last post by bonesly « Fri Feb 14, 2025 5:12 pm
Posted in Personal Investments
Replies: 19
by goblehead » Fri Jan 24, 2025 11:00 pm » in Personal Investments

19 Replies

3807 Views

Last post by bonesly
Fri Feb 14, 2025 5:12 pm
Fear, not risk, explains asset pricing

Last post by McQ « Fri Feb 14, 2025 5:04 pm
Posted in Investing - Theory, News & General
Replies: 6
by McQ » Thu Feb 13, 2025 10:20 pm » in Investing - Theory, News & General

6 Replies

845 Views

Last post by McQ
Fri Feb 14, 2025 5:04 pm
Life Insurance and Critical Insurance thru Work?

Last post by neurosphere « Fri Feb 14, 2025 5:04 pm
Posted in Personal Finance (Not Investing)
Replies: 17
by jumbo shrimp » Fri Feb 14, 2025 1:06 pm » in Personal Finance (Not Investing)

17 Replies

402 Views

Last post by neurosphere
Fri Feb 14, 2025 5:04 pm
Modifying/Redoing HVAC ducting

Last post by illumination « Fri Feb 14, 2025 5:02 pm
Posted in Personal Consumer Issues
Replies: 17
by rich126 » Wed Feb 12, 2025 10:36 am » in Personal Consumer Issues

17 Replies

1397 Views

Last post by illumination
Fri Feb 14, 2025 5:02 pm
What frugal thing did you do today?

Last post by MP173 « Fri Feb 14, 2025 5:00 pm
Posted in Personal Consumer Issues
Replies: 5360
by Nectarineman » Sun Dec 24, 2017 11:05 am » in Personal Consumer Issues
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5360 Replies

842933 Views

Last post by MP173
Fri Feb 14, 2025 5:00 pm
Portfolio newbie 'sortof' looking for advice/confidence

Last post by bonesly « Fri Feb 14, 2025 4:57 pm
Posted in Personal Investments
Replies: 6
by brookst20287 » Fri Feb 07, 2025 6:46 pm » in Personal Investments

6 Replies

915 Views

Last post by bonesly
Fri Feb 14, 2025 4:57 pm
IRMAA tier questions

Last post by HeelaMonster « Fri Feb 14, 2025 4:55 pm
Posted in Personal Investments
Replies: 7
by john0608 » Fri Feb 14, 2025 10:17 am » in Personal Investments

7 Replies

638 Views

Last post by HeelaMonster
Fri Feb 14, 2025 4:55 pm
Tax error last year (2023)

Last post by 2pedals « Fri Feb 14, 2025 4:46 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by Ca$h » Fri Feb 14, 2025 4:40 pm » in Personal Finance (Not Investing)

2 Replies

156 Views

Last post by 2pedals
Fri Feb 14, 2025 4:46 pm
Fed BCBS/Medicare ?

Last post by HeelaMonster « Fri Feb 14, 2025 4:45 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by Seqfish » Tue Feb 04, 2025 3:07 pm » in Personal Finance (Not Investing)

9 Replies

1434 Views

Last post by HeelaMonster
Fri Feb 14, 2025 4:45 pm
Robinhood 3% IRA Match

Last post by nalor511 « Fri Feb 14, 2025 4:44 pm
Posted in Investing - Theory, News & General
Replies: 2252
by BobbleyBob » Mon Aug 07, 2023 3:01 pm » in Investing - Theory, News & General
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2252 Replies

242321 Views

Last post by nalor511
Fri Feb 14, 2025 4:44 pm
Career Advice for middle-aged Fed

Last post by humblecoder « Fri Feb 14, 2025 4:41 pm
Posted in Personal Finance (Not Investing)
Replies: 41
by motorcyclesarecool » Fri Feb 07, 2025 4:54 am » in Personal Finance (Not Investing)

41 Replies

5194 Views

Last post by humblecoder
Fri Feb 14, 2025 4:41 pm
Microsoft Windows Defender Scam?

Last post by cheapedy « Fri Feb 14, 2025 4:40 pm
Posted in Personal Consumer Issues
Replies: 36
by hoops777 » Thu Feb 13, 2025 2:55 pm » in Personal Consumer Issues

36 Replies

1685 Views

Last post by cheapedy
Fri Feb 14, 2025 4:40 pm
Considering consulting, how to structure pay

Last post by stan1 « Fri Feb 14, 2025 4:39 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by corn18 » Fri Feb 14, 2025 2:56 pm » in Personal Finance (Not Investing)

7 Replies

349 Views

Last post by stan1
Fri Feb 14, 2025 4:39 pm
Funny Reason for Fidelity Tax Form Delay?

Last post by ATucker « Fri Feb 14, 2025 4:39 pm
Posted in Personal Finance (Not Investing)
Replies: 31
by AQ » Sat Feb 08, 2025 11:03 am » in Personal Finance (Not Investing)

31 Replies

4134 Views

Last post by ATucker
Fri Feb 14, 2025 4:39 pm
Investment diversification into Small Cap Funds????

Last post by atwnsw « Fri Feb 14, 2025 4:37 pm
Posted in Personal Investments

by atwnsw » Fri Feb 14, 2025 4:37 pm » in Personal Investments

0 Replies

81 Views

Last post by atwnsw
Fri Feb 14, 2025 4:37 pm
What's happening with Muni Money Market fund yields?

Last post by Electron « Fri Feb 14, 2025 4:35 pm
Posted in Investing - Theory, News & General
Replies: 159
by GreendaleCC » Sat Mar 21, 2020 1:53 pm » in Investing - Theory, News & General
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159 Replies

21186 Views

Last post by Electron
Fri Feb 14, 2025 4:35 pm
Actual 2024 retiree spending category percents?

Last post by mrsbetsy « Fri Feb 14, 2025 4:27 pm
Posted in Personal Consumer Issues
Replies: 35
by snackdog » Sun Jan 12, 2025 10:02 am » in Personal Consumer Issues

35 Replies

6562 Views

Last post by mrsbetsy
Fri Feb 14, 2025 4:27 pm
NYS - How to calculate tax exempt interest income on US Government Bonds ?

Last post by neurosphere « Fri Feb 14, 2025 4:26 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by URSnshn » Mon Feb 10, 2025 3:59 pm » in Personal Finance (Not Investing)

6 Replies

723 Views

Last post by neurosphere
Fri Feb 14, 2025 4:26 pm
WSJ reporter doing story on bad experiences resolving tax ID theft issues with Federal or State agencies

Last post by NotWhoYouThink « Fri Feb 14, 2025 4:23 pm
Posted in Investing - Theory, News & General
Replies: 1
by Mel Lindauer » Fri Feb 14, 2025 4:06 pm » in Investing - Theory, News & General

1 Replies

157 Views

Last post by NotWhoYouThink
Fri Feb 14, 2025 4:23 pm
Most efficient way to re-allocate taxable account

Last post by sailor18 « Fri Feb 14, 2025 4:21 pm
Posted in Personal Investments
Replies: 6
by scartonfront » Thu Feb 13, 2025 7:29 pm » in Personal Investments

6 Replies

955 Views

Last post by sailor18
Fri Feb 14, 2025 4:21 pm

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