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Using 529 instead of yearly Backdoor Roth

Last post by toddthebod « Wed Jun 07, 2023 11:43 am
Posted in Personal Investments
Replies: 2
by arnik83 » Wed Jun 07, 2023 10:59 am » in Personal Investments

2 Replies

91 Views

Last post by toddthebod
Wed Jun 07, 2023 11:43 am
my understanding is that tilting to small caps adds diversification and tilting to value reduces diversification?

Last post by km91 « Wed Jun 07, 2023 11:43 am
Posted in Investing - Theory, News & General
Replies: 11
by linate » Wed Jun 07, 2023 9:54 am » in Investing - Theory, News & General

11 Replies

359 Views

Last post by km91
Wed Jun 07, 2023 11:43 am
Is a heat pump the right choice for us?

Last post by zie « Wed Jun 07, 2023 11:42 am
Posted in Personal Consumer Issues
Replies: 62
by Fire2020 » Sun May 28, 2023 1:18 pm » in Personal Consumer Issues
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62 Replies

4936 Views

Last post by zie
Wed Jun 07, 2023 11:42 am
Will I be disappointed with counterdepth refrigerator?

Last post by MJS « Wed Jun 07, 2023 11:42 am
Posted in Personal Consumer Issues
Replies: 25
by choral54 » Tue Jun 06, 2023 10:16 pm » in Personal Consumer Issues

25 Replies

1709 Views

Last post by MJS
Wed Jun 07, 2023 11:42 am
Need help on TIAA and Cref

Last post by ResearchMed « Wed Jun 07, 2023 11:42 am
Posted in Personal Finance (Not Investing)
Replies: 10
by Bennie » Tue Jun 06, 2023 10:55 pm » in Personal Finance (Not Investing)

10 Replies

774 Views

Last post by ResearchMed
Wed Jun 07, 2023 11:42 am
Calculation for Funded Ratio

Last post by exodusing « Wed Jun 07, 2023 11:42 am
Posted in Personal Finance (Not Investing)
Replies: 5
by CharlieEvans » Wed Jun 07, 2023 7:08 am » in Personal Finance (Not Investing)

5 Replies

226 Views

Last post by exodusing
Wed Jun 07, 2023 11:42 am
Possible gas leaks? (Update and new questions)

Last post by hicabob « Wed Jun 07, 2023 11:41 am
Posted in Personal Consumer Issues
Replies: 51
by student » Fri Jun 02, 2023 1:54 pm » in Personal Consumer Issues
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51 Replies

2668 Views

Last post by hicabob
Wed Jun 07, 2023 11:41 am
Removing wallpaper strip under paint?

Last post by psteinx « Wed Jun 07, 2023 11:41 am
Posted in Personal Consumer Issues
Replies: 6
by psteinx » Wed Jun 07, 2023 10:55 am » in Personal Consumer Issues

6 Replies

115 Views

Last post by psteinx
Wed Jun 07, 2023 11:41 am
House or wait forever

Last post by texascrane « Wed Jun 07, 2023 11:39 am
Posted in Personal Finance (Not Investing)
Replies: 2
by phi007 » Wed Jun 07, 2023 9:53 am » in Personal Finance (Not Investing)

2 Replies

119 Views

Last post by texascrane
Wed Jun 07, 2023 11:39 am
CP14 (notice of unpaid taxes) but I'm in a disaster area with October due date

Last post by toddthebod « Wed Jun 07, 2023 11:37 am
Posted in Personal Finance (Not Investing)
Replies: 20
by ssel » Mon Jun 05, 2023 9:58 pm » in Personal Finance (Not Investing)

20 Replies

1740 Views

Last post by toddthebod
Wed Jun 07, 2023 11:37 am
New fee for Vanguard mutual accounts [June 2023 update]

Last post by HueyLD « Wed Jun 07, 2023 11:37 am
Posted in Investing - Theory, News & General
Replies: 1529
by Iorek » Mon Aug 08, 2022 11:25 am » in Investing - Theory, News & General
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1529 Replies

127988 Views

Last post by HueyLD
Wed Jun 07, 2023 11:37 am
3.5% Equity Risk Premium

Last post by Ricola « Wed Jun 07, 2023 11:37 am
Posted in Investing - Theory, News & General
Replies: 102
by watchnerd » Fri Mar 31, 2023 4:22 pm » in Investing - Theory, News & General
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102 Replies

6919 Views

Last post by Ricola
Wed Jun 07, 2023 11:37 am
Can I afford this home?

Last post by worthit « Wed Jun 07, 2023 11:37 am
Posted in Personal Investments
Replies: 2
by jayk238 » Wed Jun 07, 2023 11:25 am » in Personal Investments

2 Replies

73 Views

Last post by worthit
Wed Jun 07, 2023 11:37 am
Air quality issues

Last post by student « Wed Jun 07, 2023 11:37 am
Posted in Personal Consumer Issues
Replies: 15
by student » Wed Jun 07, 2023 8:22 am » in Personal Consumer Issues

15 Replies

723 Views

Last post by student
Wed Jun 07, 2023 11:37 am
Should I appeal property tax?

Last post by NashTransplant « Wed Jun 07, 2023 11:37 am
Posted in Personal Finance (Not Investing)
Replies: 21
by skierincolorado » Tue Jun 06, 2023 2:44 pm » in Personal Finance (Not Investing)

21 Replies

1711 Views

Last post by NashTransplant
Wed Jun 07, 2023 11:37 am
Heirs should or shouldn't pay off mortgage before selling house

Last post by pshonore « Wed Jun 07, 2023 11:36 am
Posted in Personal Finance (Not Investing)
Replies: 15
by stuper1 » Tue Jun 06, 2023 7:46 pm » in Personal Finance (Not Investing)

15 Replies

1177 Views

Last post by pshonore
Wed Jun 07, 2023 11:36 am
IBKR blocked in Colombia

Last post by galeno « Wed Jun 07, 2023 11:35 am
Posted in Non-US Investing
Replies: 4
by SharpNine » Tue May 16, 2023 12:02 pm » in Non-US Investing

4 Replies

1195 Views

Last post by galeno
Wed Jun 07, 2023 11:35 am
ETF equivalent to money market funds like SPAXX\VRMXX?

Last post by ronin561 « Wed Jun 07, 2023 11:33 am
Posted in Personal Investments
Replies: 14
by ronin561 » Wed Jun 07, 2023 4:06 am » in Personal Investments

14 Replies

698 Views

Last post by ronin561
Wed Jun 07, 2023 11:33 am
Before Bogle: How much could the ordinary investor have got?

Last post by nedsaid « Wed Jun 07, 2023 11:33 am
Posted in Investing - Theory, News & General
Replies: 37
by McQ » Mon Jun 05, 2023 10:50 pm » in Investing - Theory, News & General

37 Replies

3005 Views

Last post by nedsaid
Wed Jun 07, 2023 11:33 am
Lazy portfolio choices

Last post by dcr1984 « Wed Jun 07, 2023 11:33 am
Posted in Personal Investments
Replies: 6
by dcr1984 » Wed Jun 07, 2023 9:51 am » in Personal Investments

6 Replies

317 Views

Last post by dcr1984
Wed Jun 07, 2023 11:33 am
Any Bogle-esque books geared toward teens?

Last post by martincmartin « Wed Jun 07, 2023 11:32 am
Posted in Investing - Theory, News & General
Replies: 3
by Luke Duke » Wed Jun 07, 2023 10:11 am » in Investing - Theory, News & General

3 Replies

135 Views

Last post by martincmartin
Wed Jun 07, 2023 11:32 am
BogleGPT

Last post by Logan Roy « Wed Jun 07, 2023 11:31 am
Posted in Investing - Theory, News & General
Replies: 19
by Sleepless » Mon Jun 05, 2023 10:58 pm » in Investing - Theory, News & General

19 Replies

1984 Views

Last post by Logan Roy
Wed Jun 07, 2023 11:31 am
RMD and QCD on Vanguard web site

Last post by ehh « Wed Jun 07, 2023 11:31 am
Posted in Personal Investments
Replies: 20
by tc101 » Fri May 19, 2023 10:05 am » in Personal Investments

20 Replies

1370 Views

Last post by ehh
Wed Jun 07, 2023 11:31 am
Baby on the way... Ideas for financial planning?

Last post by NashTransplant « Wed Jun 07, 2023 11:28 am
Posted in Personal Investments
Replies: 15
by vanuber » Wed Jun 07, 2023 8:53 am » in Personal Investments

15 Replies

553 Views

Last post by NashTransplant
Wed Jun 07, 2023 11:28 am
Last Week Tonight on timeshares

Last post by gtrplayer « Wed Jun 07, 2023 11:28 am
Posted in Personal Consumer Issues
Replies: 117
by themesrob » Tue Mar 21, 2023 9:27 am » in Personal Consumer Issues
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117 Replies

13042 Views

Last post by gtrplayer
Wed Jun 07, 2023 11:28 am
Can I afford this home?

Last post by jayk238 « Wed Jun 07, 2023 11:25 am
Posted in Personal Investments

by jayk238 » Wed Jun 07, 2023 11:25 am » in Personal Investments

0 Replies

48 Views

Last post by jayk238
Wed Jun 07, 2023 11:25 am
Fidelity Freedom Index fund

Last post by CedarWaxWing « Wed Jun 07, 2023 11:25 am
Posted in Personal Investments
Replies: 19
by johnkgan » Sat Jun 03, 2023 7:21 pm » in Personal Investments

19 Replies

1549 Views

Last post by CedarWaxWing
Wed Jun 07, 2023 11:25 am
Portfolio review - first time on this forum

Last post by tucsongirl « Wed Jun 07, 2023 11:24 am
Posted in Personal Investments
Replies: 16
by JAusten » Thu May 11, 2023 11:51 am » in Personal Investments

16 Replies

2422 Views

Last post by tucsongirl
Wed Jun 07, 2023 11:24 am
"Should couples combine finances or keep personal accounts?"

Last post by Marseille07 « Wed Jun 07, 2023 11:23 am
Posted in Personal Finance (Not Investing)
Replies: 176
by Taylor Larimore » Mon May 29, 2023 7:19 pm » in Personal Finance (Not Investing)
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176 Replies

15662 Views

Last post by Marseille07
Wed Jun 07, 2023 11:23 am
Does it matter when I perform Roth conversion relative to dividend distribution payments from index funds?

Last post by Macaroni2314 « Wed Jun 07, 2023 11:22 am
Posted in Personal Finance (Not Investing)
Replies: 2
by Macaroni2314 » Wed Jun 07, 2023 11:05 am » in Personal Finance (Not Investing)

2 Replies

82 Views

Last post by Macaroni2314
Wed Jun 07, 2023 11:22 am
Be careful of AI investing hype

Last post by Logan Roy « Wed Jun 07, 2023 11:22 am
Posted in Investing - Theory, News & General
Replies: 158
by nisiprius » Mon Jun 05, 2023 8:05 am » in Investing - Theory, News & General
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158 Replies

7254 Views

Last post by Logan Roy
Wed Jun 07, 2023 11:22 am
UPDATE: High-level early retirement plan - What do y'all think?

Last post by vrr106 « Wed Jun 07, 2023 11:19 am
Posted in Personal Investments
Replies: 10
by Grifin » Mon Jun 05, 2023 7:38 pm » in Personal Investments

10 Replies

1922 Views

Last post by vrr106
Wed Jun 07, 2023 11:19 am
Was moving from a no income tax state to an income tax state really that bad?

Last post by muffins14 « Wed Jun 07, 2023 11:18 am
Posted in Personal Finance (Not Investing)
Replies: 222
by MikeZ » Thu Dec 15, 2022 12:22 pm » in Personal Finance (Not Investing)
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222 Replies

20776 Views

Last post by muffins14
Wed Jun 07, 2023 11:18 am
Where to invest all my savings for retirement?

Last post by ruralavalon « Wed Jun 07, 2023 11:12 am
Posted in Personal Investments
Replies: 43
by iginv » Sun Jun 04, 2023 2:18 pm » in Personal Investments

43 Replies

8610 Views

Last post by ruralavalon
Wed Jun 07, 2023 11:12 am
VUSXX taxable for state and local now

Last post by Kevin M « Wed Jun 07, 2023 11:10 am
Posted in Personal Investments
Replies: 202
by mktwizard » Fri Mar 10, 2023 6:54 pm » in Personal Investments
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202 Replies

24931 Views

Last post by Kevin M
Wed Jun 07, 2023 11:10 am
Bogleheads and ChatGPT

Last post by Boglenaut « Wed Jun 07, 2023 11:09 am
Posted in Forum Issues and Administration
Replies: 324
by HockeyFan99 » Thu Dec 22, 2022 5:51 am » in Forum Issues and Administration
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324 Replies

30574 Views

Last post by Boglenaut
Wed Jun 07, 2023 11:09 am
Car Hail Insurance Claim - Skipping the Repairs?

Last post by AlaskaTeach « Wed Jun 07, 2023 11:08 am
Posted in Personal Finance (Not Investing)
Replies: 3
by teelainen » Tue Jun 06, 2023 9:46 pm » in Personal Finance (Not Investing)

3 Replies

358 Views

Last post by AlaskaTeach
Wed Jun 07, 2023 11:08 am
Is it time to buy the dip in regional banks?

Last post by Caduceus « Wed Jun 07, 2023 11:07 am
Posted in Personal Investments
Replies: 70
by PapaB » Thu May 11, 2023 1:15 pm » in Personal Investments
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70 Replies

7427 Views

Last post by Caduceus
Wed Jun 07, 2023 11:07 am
Learning to Spend More and Save Less

Last post by ThankYouJack « Wed Jun 07, 2023 11:06 am
Posted in Personal Finance (Not Investing)
Replies: 23
by TheMurphy » Mon Jun 05, 2023 9:26 am » in Personal Finance (Not Investing)

23 Replies

1671 Views

Last post by ThankYouJack
Wed Jun 07, 2023 11:06 am
Honda Odyssey or Lexus NX or others?

Last post by Texanbybirth « Wed Jun 07, 2023 11:06 am
Posted in Personal Consumer Issues
Replies: 18
by joelly » Tue Jun 06, 2023 3:52 pm » in Personal Consumer Issues

18 Replies

1099 Views

Last post by Texanbybirth
Wed Jun 07, 2023 11:06 am
Lost Interest in Dream Car?

Last post by rockstar « Wed Jun 07, 2023 11:03 am
Posted in Personal Consumer Issues
Replies: 56
by snackdog » Tue Jun 06, 2023 7:47 am » in Personal Consumer Issues
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56 Replies

3393 Views

Last post by rockstar
Wed Jun 07, 2023 11:03 am
Best cities with lots of outdoor/hiking activities and good year round weather

Last post by quantAndHold « Wed Jun 07, 2023 11:02 am
Posted in Personal Consumer Issues
Replies: 243
by fitawrari » Tue May 16, 2023 10:34 am » in Personal Consumer Issues
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243 Replies

20522 Views

Last post by quantAndHold
Wed Jun 07, 2023 11:02 am
Trading account and 401k account

Last post by ruralavalon « Wed Jun 07, 2023 11:00 am
Posted in Personal Investments
Replies: 3
by Nitinchhabra0506 » Mon Jun 05, 2023 12:39 am » in Personal Investments

3 Replies

381 Views

Last post by ruralavalon
Wed Jun 07, 2023 11:00 am
At what age did you reach your first $1 Million

Last post by drew1976 « Wed Jun 07, 2023 10:57 am
Posted in Personal Finance (Not Investing)
Replies: 218
by SmoothieJ » Sun Feb 05, 2023 3:41 pm » in Personal Finance (Not Investing)
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218 Replies

29650 Views

Last post by drew1976
Wed Jun 07, 2023 10:57 am
What taxes do capital gains from primary residence affect?

Last post by MP123 « Wed Jun 07, 2023 10:55 am
Posted in Personal Finance (Not Investing)
Replies: 6
by Stuckinmn » Tue Jun 06, 2023 9:21 pm » in Personal Finance (Not Investing)

6 Replies

583 Views

Last post by MP123
Wed Jun 07, 2023 10:55 am
Portfolio after reading here.

Last post by KellyInBaconville « Wed Jun 07, 2023 10:49 am
Posted in Personal Investments
Replies: 48
by KellyInBaconville » Tue Mar 21, 2023 5:40 am » in Personal Investments

48 Replies

4554 Views

Last post by KellyInBaconville
Wed Jun 07, 2023 10:49 am
from owning home to renting

Last post by protagonist « Wed Jun 07, 2023 10:48 am
Posted in Personal Finance (Not Investing)
Replies: 11
by RevFran » Mon Jun 05, 2023 9:59 pm » in Personal Finance (Not Investing)

11 Replies

1468 Views

Last post by protagonist
Wed Jun 07, 2023 10:48 am
Benefits/Drawbacks of Tax Loss Harvesting Long- vs Short-Term Losses?

Last post by km91 « Wed Jun 07, 2023 10:47 am
Posted in Investing - Theory, News & General
Replies: 15
by JayDee37 » Tue Jun 06, 2023 1:43 pm » in Investing - Theory, News & General

15 Replies

890 Views

Last post by km91
Wed Jun 07, 2023 10:47 am
In-Laws financial advisor charges 1.0% on AUM. Say something?

Last post by NYCaviator « Wed Jun 07, 2023 10:44 am
Posted in Personal Investments
Replies: 113
by Glockenspiel » Tue Jun 06, 2023 9:01 am » in Personal Investments
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113 Replies

6110 Views

Last post by NYCaviator
Wed Jun 07, 2023 10:44 am
Mega backdoor Roth servicer for small business 401k?

Last post by ScaledWheel « Wed Jun 07, 2023 10:41 am
Posted in Personal Finance (Not Investing)
Replies: 4
by ScaledWheel » Wed Jun 07, 2023 8:26 am » in Personal Finance (Not Investing)

4 Replies

175 Views

Last post by ScaledWheel
Wed Jun 07, 2023 10:41 am

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