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Tax Question - Roth Conversion

Last post by MathWizard « Wed Mar 26, 2025 7:53 pm
Posted in Personal Investments
Replies: 9
by cyfairslam » Wed Mar 26, 2025 8:37 am » in Personal Investments

9 Replies

440 Views

Last post by MathWizard
Wed Mar 26, 2025 7:53 pm
Roth conversions versus Sourcing our spending from tax deferred accounts

Last post by livesoft « Wed Mar 26, 2025 7:53 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by Steve_Austin » Wed Mar 26, 2025 5:47 pm » in Personal Finance (Not Investing)

5 Replies

166 Views

Last post by livesoft
Wed Mar 26, 2025 7:53 pm
Ideal inflation for road bike tires.

Last post by Count de Monet « Wed Mar 26, 2025 7:51 pm
Posted in Personal Consumer Issues
Replies: 86
by protagonist » Sun Mar 23, 2025 10:08 am » in Personal Consumer Issues
1

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86 Replies

2730 Views

Last post by Count de Monet
Wed Mar 26, 2025 7:51 pm
NYT Article - Did Indexing change since 2008?

Last post by toddthebod « Wed Mar 26, 2025 7:51 pm
Posted in Investing - Theory, News & General
Replies: 74
by Mike747 » Mon Mar 24, 2025 4:32 pm » in Investing - Theory, News & General
1

2
74 Replies

4804 Views

Last post by toddthebod
Wed Mar 26, 2025 7:51 pm
Anyone know about Fidelity Wealth Services? Need advice

Last post by Dregob « Wed Mar 26, 2025 7:49 pm
Posted in Personal Investments
Replies: 3
by saver1 » Wed Mar 26, 2025 6:52 pm » in Personal Investments

3 Replies

180 Views

Last post by Dregob
Wed Mar 26, 2025 7:49 pm
How much house can we afford?

Last post by Watty « Wed Mar 26, 2025 7:43 pm
Posted in Personal Finance (Not Investing)
Replies: 13
by tryingtogetahead » Tue Mar 25, 2025 10:32 pm » in Personal Finance (Not Investing)

13 Replies

773 Views

Last post by Watty
Wed Mar 26, 2025 7:43 pm
Schwab Free Cash Setup

Last post by Leesbro63 « Wed Mar 26, 2025 7:41 pm
Posted in Personal Investments
Replies: 29
by Leesbro63 » Tue Mar 25, 2025 8:47 am » in Personal Investments

29 Replies

1702 Views

Last post by Leesbro63
Wed Mar 26, 2025 7:41 pm
Mutual funds/ETFs that allow proxy voting choices

Last post by LadyGeek « Wed Mar 26, 2025 7:41 pm
Posted in Investing - Theory, News & General
Replies: 23
by numberman » Sat Nov 16, 2024 11:43 pm » in Investing - Theory, News & General

23 Replies

1644 Views

Last post by LadyGeek
Wed Mar 26, 2025 7:41 pm
Purchasing MYGAs (multi year guaranteed annuities) - mega thread

Last post by TheNightsToCome « Wed Mar 26, 2025 7:40 pm
Posted in Investing - Theory, News & General
Replies: 3295
by Stinky » Thu Dec 31, 2020 6:46 am » in Investing - Theory, News & General
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3295 Replies

549592 Views

Last post by TheNightsToCome
Wed Mar 26, 2025 7:40 pm
Another "can I afford this house" post

Last post by snowday2022 « Wed Mar 26, 2025 7:39 pm
Posted in Personal Finance (Not Investing)
Replies: 18
by breakfastinbed » Tue Mar 25, 2025 8:24 pm » in Personal Finance (Not Investing)

18 Replies

1078 Views

Last post by snowday2022
Wed Mar 26, 2025 7:39 pm
CPI & medical inflation rate [Planning for retirement]

Last post by LadyGeek « Wed Mar 26, 2025 7:39 pm
Posted in Personal Finance (Not Investing)
Replies: 13
by Cincy_1988 » Wed Mar 26, 2025 3:08 pm » in Personal Finance (Not Investing)

13 Replies

420 Views

Last post by LadyGeek
Wed Mar 26, 2025 7:39 pm
Nominal Bonds vs TIPS

Last post by jdibber « Wed Mar 26, 2025 7:38 pm
Posted in Personal Investments
Replies: 56
by VT2025 » Sun Mar 23, 2025 2:29 pm » in Personal Investments
1

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56 Replies

2618 Views

Last post by jdibber
Wed Mar 26, 2025 7:38 pm
New Term insurance - Will weight loss via medicine cause problem?

Last post by arcticpineapplecorp. « Wed Mar 26, 2025 7:38 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by Carl53 » Wed Mar 26, 2025 5:37 pm » in Personal Finance (Not Investing)

3 Replies

195 Views

Last post by arcticpineapplecorp.
Wed Mar 26, 2025 7:38 pm
Our savings rate is reasonable. Why do I still feel guilty of our high spending?

Last post by sc9182 « Wed Mar 26, 2025 7:38 pm
Posted in Personal Finance (Not Investing)
Replies: 86
by TroyS » Mon Feb 03, 2025 3:13 pm » in Personal Finance (Not Investing)
1

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86 Replies

15909 Views

Last post by sc9182
Wed Mar 26, 2025 7:38 pm
Simplify by cashing out of HSA

Last post by hoops777 « Wed Mar 26, 2025 7:35 pm
Posted in Personal Finance (Not Investing)
Replies: 97
by hoops777 » Fri Mar 21, 2025 6:44 pm » in Personal Finance (Not Investing)
1

2
97 Replies

5406 Views

Last post by hoops777
Wed Mar 26, 2025 7:35 pm
Which internship should my daughter accept?

Last post by mercutio2 « Wed Mar 26, 2025 7:34 pm
Posted in Personal Consumer Issues
Replies: 27
by acegolfer » Wed Mar 26, 2025 5:19 am » in Personal Consumer Issues

27 Replies

1355 Views

Last post by mercutio2
Wed Mar 26, 2025 7:34 pm
Understanding foreign qualified dividends for 1116

Last post by grabiner « Wed Mar 26, 2025 7:34 pm
Posted in Investing - Theory, News & General
Replies: 14
by international001 » Thu Mar 10, 2022 8:27 am » in Investing - Theory, News & General

14 Replies

2087 Views

Last post by grabiner
Wed Mar 26, 2025 7:34 pm
Question about credit card interest

Last post by FreddieFIRE « Wed Mar 26, 2025 7:33 pm
Posted in Personal Finance (Not Investing)
Replies: 11
by FreddieFIRE » Wed Mar 26, 2025 3:56 pm » in Personal Finance (Not Investing)

11 Replies

365 Views

Last post by FreddieFIRE
Wed Mar 26, 2025 7:33 pm
Antivirus on Linux Machine?

Last post by LoveTheBogle « Wed Mar 26, 2025 7:33 pm
Posted in Personal Finance (Not Investing)
Replies: 22
by I_Am_Not_A_Doctor » Wed Mar 26, 2025 10:47 am » in Personal Finance (Not Investing)

22 Replies

743 Views

Last post by LoveTheBogle
Wed Mar 26, 2025 7:33 pm
Is Raymond James beating the SP500? That's what they are claiming.

Last post by JBTX « Wed Mar 26, 2025 7:33 pm
Posted in Investing - Theory, News & General
Replies: 64
by fvaldes » Wed Mar 13, 2024 7:38 am » in Investing - Theory, News & General
1

2
64 Replies

6383 Views

Last post by JBTX
Wed Mar 26, 2025 7:33 pm
does such a bond fund exist?

Last post by WalkingBackToHouston « Wed Mar 26, 2025 7:32 pm
Posted in Personal Investments
Replies: 40
by WalkingBackToHouston » Tue Mar 25, 2025 10:34 am » in Personal Investments

40 Replies

2127 Views

Last post by WalkingBackToHouston
Wed Mar 26, 2025 7:32 pm
Assisted Living / "Rent"

Last post by RetiredAL « Wed Mar 26, 2025 7:31 pm
Posted in Personal Finance (Not Investing)
Replies: 19
by Jbzeus » Wed Mar 26, 2025 2:17 pm » in Personal Finance (Not Investing)

19 Replies

973 Views

Last post by RetiredAL
Wed Mar 26, 2025 7:31 pm
Website for checking the stock charts on laptop

Last post by mercutio2 « Wed Mar 26, 2025 7:29 pm
Posted in Investing - Theory, News & General
Replies: 9
by seanbaby » Wed Mar 26, 2025 1:13 pm » in Investing - Theory, News & General

9 Replies

448 Views

Last post by mercutio2
Wed Mar 26, 2025 7:29 pm
Municipal Bond Questions including OID and Bond Premium

Last post by Praye « Wed Mar 26, 2025 7:26 pm
Posted in Personal Finance (Not Investing)
Replies: 17
by Praye » Sun Oct 20, 2024 10:20 am » in Personal Finance (Not Investing)

17 Replies

1730 Views

Last post by Praye
Wed Mar 26, 2025 7:26 pm
Google Authenticator app 6 digit code is still generating random numbers even though not online with broker. Normal?

Last post by mercutio2 « Wed Mar 26, 2025 7:20 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by thenow » Wed Mar 26, 2025 4:21 pm » in Personal Finance (Not Investing)

2 Replies

243 Views

Last post by mercutio2
Wed Mar 26, 2025 7:20 pm
Getting out of Schwab Intelligent Portfolio

Last post by terrabiped « Wed Mar 26, 2025 7:17 pm
Posted in Personal Investments
Replies: 39
by walkthetalk15 » Tue Apr 30, 2019 10:05 am » in Personal Investments

39 Replies

16177 Views

Last post by terrabiped
Wed Mar 26, 2025 7:17 pm
Roth IRA money withdrawl

Last post by delamer « Wed Mar 26, 2025 7:16 pm
Posted in Personal Investments
Replies: 15
by proudowner333 » Tue Mar 25, 2025 11:20 pm » in Personal Investments

15 Replies

817 Views

Last post by delamer
Wed Mar 26, 2025 7:16 pm
Excess Roth contributions, removals, and 1099-Rs

Last post by Epsilon Delta « Wed Mar 26, 2025 7:11 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by boggleheadun » Tue Mar 25, 2025 4:14 pm » in Personal Finance (Not Investing)

7 Replies

275 Views

Last post by Epsilon Delta
Wed Mar 26, 2025 7:11 pm
Problems with Vanguard App Authentiction

Last post by jayjayc « Wed Mar 26, 2025 7:11 pm
Posted in Personal Consumer Issues
Replies: 3
by Otnot » Wed Mar 26, 2025 6:12 pm » in Personal Consumer Issues

3 Replies

136 Views

Last post by jayjayc
Wed Mar 26, 2025 7:11 pm
Simple Toaster

Last post by malabargold « Wed Mar 26, 2025 7:09 pm
Posted in Personal Consumer Issues
Replies: 46
by LotsaGray » Mon Mar 24, 2025 5:58 pm » in Personal Consumer Issues

46 Replies

1873 Views

Last post by malabargold
Wed Mar 26, 2025 7:09 pm
When to start social security for a family of 62, 51 and 10 year old

Last post by MJS « Wed Mar 26, 2025 7:08 pm
Posted in Personal Finance (Not Investing)
Replies: 42
by Roly » Tue Aug 20, 2024 5:59 pm » in Personal Finance (Not Investing)

42 Replies

5404 Views

Last post by MJS
Wed Mar 26, 2025 7:08 pm
Euro "hedge" for cash reserves

Last post by bluegrey « Wed Mar 26, 2025 7:06 pm
Posted in Personal Finance (Not Investing)

by bluegrey » Wed Mar 26, 2025 7:06 pm » in Personal Finance (Not Investing)

0 Replies

36 Views

Last post by bluegrey
Wed Mar 26, 2025 7:06 pm
Fidelity Managed FidFolio

Last post by L3ve « Wed Mar 26, 2025 6:59 pm
Posted in Personal Investments

by L3ve » Wed Mar 26, 2025 6:59 pm » in Personal Investments

0 Replies

11 Views

Last post by L3ve
Wed Mar 26, 2025 6:59 pm
Vanguard Portfolio Tester

Last post by jdeluca « Wed Mar 26, 2025 6:57 pm
Posted in Investing - Theory, News & General
Replies: 1
by lcp69 » Wed Mar 26, 2025 5:20 pm » in Investing - Theory, News & General

1 Replies

101 Views

Last post by jdeluca
Wed Mar 26, 2025 6:57 pm
Where to Buy a PC

Last post by StevieG72 « Wed Mar 26, 2025 6:56 pm
Posted in Personal Consumer Issues
Replies: 80
by HighLonesome » Mon Mar 24, 2025 6:45 am » in Personal Consumer Issues
1

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80 Replies

3213 Views

Last post by StevieG72
Wed Mar 26, 2025 6:56 pm
Total Portfolio Allocation and Withdrawal (TPAW)

Last post by Circle the Wagons « Wed Mar 26, 2025 6:49 pm
Posted in Investing - Theory, News & General
Replies: 1504
by Ben Mathew » Mon Nov 30, 2020 8:39 pm » in Investing - Theory, News & General
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1504 Replies

506192 Views

Last post by Circle the Wagons
Wed Mar 26, 2025 6:49 pm
Impending Layoff - Go abroad to decompress or look for a job immediately.

Last post by Beensabu « Wed Mar 26, 2025 6:45 pm
Posted in Personal Finance (Not Investing)
Replies: 33
by Yunero » Wed Mar 26, 2025 11:50 am » in Personal Finance (Not Investing)

33 Replies

1825 Views

Last post by Beensabu
Wed Mar 26, 2025 6:45 pm
Cap on mortgage interest deduction - interesting example

Last post by WAROB « Wed Mar 26, 2025 6:44 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by JazzTime » Wed Mar 26, 2025 6:15 pm » in Personal Finance (Not Investing)

2 Replies

144 Views

Last post by WAROB
Wed Mar 26, 2025 6:44 pm
Did we make a housing mistake?

Last post by YHD « Wed Mar 26, 2025 6:37 pm
Posted in Personal Finance (Not Investing)
Replies: 21
by MrBoglehead123 » Tue Mar 25, 2025 7:52 pm » in Personal Finance (Not Investing)

21 Replies

2764 Views

Last post by YHD
Wed Mar 26, 2025 6:37 pm
Is it safe to buy food from ALDI ?

Last post by michaelingp « Wed Mar 26, 2025 6:37 pm
Posted in Personal Consumer Issues
Replies: 121
by teelainen » Wed Mar 19, 2025 11:33 pm » in Personal Consumer Issues
1

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121 Replies

9604 Views

Last post by michaelingp
Wed Mar 26, 2025 6:37 pm
[What TV Show Have You Recently Watched?]

Last post by Tom_T « Wed Mar 26, 2025 6:37 pm
Posted in Personal Consumer Issues
Replies: 7223
by dbCooperAir » Tue Jan 05, 2016 8:32 pm » in Personal Consumer Issues
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141

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145
7223 Replies

1100789 Views

Last post by Tom_T
Wed Mar 26, 2025 6:37 pm
What are you listening to now

Last post by eddot98 « Wed Mar 26, 2025 6:32 pm
Posted in Personal Consumer Issues
Replies: 8738
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
1

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171

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8738 Replies

1126015 Views

Last post by eddot98
Wed Mar 26, 2025 6:32 pm
55 closing in on retirement and could really use some guidance

Last post by bombcar « Wed Mar 26, 2025 6:28 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by axxegrinder01 » Tue Mar 25, 2025 9:22 am » in Personal Finance (Not Investing)

7 Replies

1632 Views

Last post by bombcar
Wed Mar 26, 2025 6:28 pm
Pros and Cons on the different level of Financial advisors

Last post by Northern Flicker « Wed Mar 26, 2025 6:27 pm
Posted in Personal Investments
Replies: 69
by gavinsiu » Sat Mar 22, 2025 8:58 am » in Personal Investments
1

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69 Replies

4868 Views

Last post by Northern Flicker
Wed Mar 26, 2025 6:27 pm
What is Your Rebalance Strategy?

Last post by tasteo « Wed Mar 26, 2025 6:19 pm
Posted in Personal Investments
Replies: 28
by Surf-Fisher » Tue Mar 25, 2025 7:28 am » in Personal Investments

28 Replies

1464 Views

Last post by tasteo
Wed Mar 26, 2025 6:19 pm
When are IRS transcripts updated?

Last post by calwatch « Wed Mar 26, 2025 6:17 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by Caduceus » Wed Mar 26, 2025 5:00 pm » in Personal Finance (Not Investing)

2 Replies

157 Views

Last post by calwatch
Wed Mar 26, 2025 6:17 pm
LibreOffice instead of Office365

Last post by iamlucky13 « Wed Mar 26, 2025 6:15 pm
Posted in Personal Consumer Issues
Replies: 74
by guppyguy » Thu Sep 19, 2024 11:08 am » in Personal Consumer Issues
1

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74 Replies

6270 Views

Last post by iamlucky13
Wed Mar 26, 2025 6:15 pm
Box 14 on W2

Last post by Katietsu « Wed Mar 26, 2025 6:13 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by HeadTail » Wed Mar 26, 2025 5:56 pm » in Personal Finance (Not Investing)

3 Replies

143 Views

Last post by Katietsu
Wed Mar 26, 2025 6:13 pm
When do annuities make sense?

Last post by GaryA505 « Wed Mar 26, 2025 6:11 pm
Posted in Personal Investments
Replies: 44
by Goofy » Fri Jan 31, 2025 11:09 am » in Personal Investments

44 Replies

8511 Views

Last post by GaryA505
Wed Mar 26, 2025 6:11 pm
Just Left H&R Block. Couldn't Contribute the Max Catch-up $8K for 2024

Last post by tibbitts « Wed Mar 26, 2025 6:08 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by littlefuse » Tue Mar 25, 2025 6:45 pm » in Personal Finance (Not Investing)

7 Replies

568 Views

Last post by tibbitts
Wed Mar 26, 2025 6:08 pm

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