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Finding financial and tax advisors for relatives

Last post by runner9 « Mon Dec 04, 2023 3:47 pm
Posted in Personal Finance (Not Investing)

by runner9 » Mon Dec 04, 2023 3:47 pm » in Personal Finance (Not Investing)

0 Replies

51 Views

Last post by runner9
Mon Dec 04, 2023 3:47 pm
selling a TIPS bond for a tax loss?

Last post by seugene « Mon Dec 04, 2023 1:18 pm
Posted in Personal Investments

by seugene » Mon Dec 04, 2023 1:18 pm » in Personal Investments

0 Replies

82 Views

Last post by seugene
Mon Dec 04, 2023 1:18 pm
Anyone else having sync issues with Empower?

Last post by Raspberry-503 « Mon Dec 04, 2023 12:27 pm
Posted in Personal Finance (Not Investing)

by Raspberry-503 » Mon Dec 04, 2023 12:27 pm » in Personal Finance (Not Investing)

0 Replies

92 Views

Last post by Raspberry-503
Mon Dec 04, 2023 12:27 pm
Foreign Spouse Holding Equities

Last post by jchurnit7 « Mon Dec 04, 2023 4:08 am
Posted in Investing - Theory, News & General

by jchurnit7 » Mon Dec 04, 2023 4:08 am » in Investing - Theory, News & General

0 Replies

185 Views

Last post by jchurnit7
Mon Dec 04, 2023 4:08 am
Minnesota Bogleheads Winter Meeting: Jan 27, 2024

Last post by Peter Foley « Sun Dec 03, 2023 11:37 am
Posted in US Chapters

by Peter Foley » Sun Dec 03, 2023 11:37 am » in US Chapters

0 Replies

164 Views

Last post by Peter Foley
Sun Dec 03, 2023 11:37 am
Relatively new medigap provider (Elips/Lumico)

Last post by mhalley « Fri Dec 01, 2023 6:42 pm
Posted in Personal Finance (Not Investing)

by mhalley » Fri Dec 01, 2023 6:42 pm » in Personal Finance (Not Investing)

0 Replies

166 Views

Last post by mhalley
Fri Dec 01, 2023 6:42 pm
Distribution of capital gain from trust

Last post by rts58 « Fri Dec 01, 2023 12:13 pm
Posted in Personal Finance (Not Investing)

by rts58 » Fri Dec 01, 2023 12:13 pm » in Personal Finance (Not Investing)

0 Replies

156 Views

Last post by rts58
Fri Dec 01, 2023 12:13 pm
Liability Matching in Taxable account

Last post by marginal « Fri Dec 01, 2023 6:14 am
Posted in Personal Investments

by marginal » Fri Dec 01, 2023 6:14 am » in Personal Investments

0 Replies

179 Views

Last post by marginal
Fri Dec 01, 2023 6:14 am
Depreciation, closing costs and taxes - rental property

Last post by mander75 « Wed Nov 29, 2023 11:01 pm
Posted in Personal Finance (Not Investing)

by mander75 » Wed Nov 29, 2023 11:01 pm » in Personal Finance (Not Investing)

0 Replies

266 Views

Last post by mander75
Wed Nov 29, 2023 11:01 pm
Form 8854 - Present value of defined benefit pensions, asset categories

Last post by EnjoyTheJourney « Wed Nov 29, 2023 1:18 pm
Posted in Personal Finance (Not Investing)

by EnjoyTheJourney » Wed Nov 29, 2023 1:18 pm » in Personal Finance (Not Investing)

0 Replies

175 Views

Last post by EnjoyTheJourney
Wed Nov 29, 2023 1:18 pm
Upcoming Changes to your EFAST2 Login (Form 5500, etc.)

Last post by pizzy « Wed Nov 29, 2023 10:04 am
Posted in Personal Finance (Not Investing)

by pizzy » Wed Nov 29, 2023 10:04 am » in Personal Finance (Not Investing)

0 Replies

147 Views

Last post by pizzy
Wed Nov 29, 2023 10:04 am
Problem linking Fidelity / eMoney to NetTeller

Last post by KoreanBard « Mon Nov 27, 2023 2:04 pm
Posted in Personal Finance (Not Investing)

by KoreanBard » Mon Nov 27, 2023 2:04 pm » in Personal Finance (Not Investing)

0 Replies

186 Views

Last post by KoreanBard
Mon Nov 27, 2023 2:04 pm
CyberMonday Citi ThankYou (DoubleCash) gift card sale today

Last post by MrBeaver « Mon Nov 27, 2023 9:33 am
Posted in Personal Finance (Not Investing)

by MrBeaver » Mon Nov 27, 2023 9:33 am » in Personal Finance (Not Investing)

0 Replies

378 Views

Last post by MrBeaver
Mon Nov 27, 2023 9:33 am
FAFSA and EE Bonds

Last post by jbk « Sun Nov 26, 2023 5:43 pm
Posted in Personal Finance (Not Investing)

by jbk » Sun Nov 26, 2023 5:43 pm » in Personal Finance (Not Investing)

0 Replies

264 Views

Last post by jbk
Sun Nov 26, 2023 5:43 pm
Looking for old solo 401k TDA basic plan documents

Last post by Imagine382 « Fri Nov 24, 2023 3:54 pm
Posted in Personal Investments

by Imagine382 » Fri Nov 24, 2023 3:54 pm » in Personal Investments

0 Replies

302 Views

Last post by Imagine382
Fri Nov 24, 2023 3:54 pm
[Any experiences with] Seattle Bank

Last post by pfb3326 « Wed Nov 22, 2023 12:58 pm
Posted in Personal Finance (Not Investing)

by pfb3326 » Wed Nov 22, 2023 12:58 pm » in Personal Finance (Not Investing)

0 Replies

257 Views

Last post by pfb3326
Wed Nov 22, 2023 12:58 pm
withdrawing up to the kiddie tax threshold

Last post by waterlife « Wed Nov 22, 2023 12:56 pm
Posted in Personal Finance (Not Investing)

by waterlife » Wed Nov 22, 2023 12:56 pm » in Personal Finance (Not Investing)

0 Replies

271 Views

Last post by waterlife
Wed Nov 22, 2023 12:56 pm
IBKR tax withholding for Italy residents

Last post by magicsysrq « Wed Nov 22, 2023 7:20 am
Posted in Non-US Investing

by magicsysrq » Wed Nov 22, 2023 7:20 am » in Non-US Investing

0 Replies

962 Views

Last post by magicsysrq
Wed Nov 22, 2023 7:20 am
Experience with either Ratio Clothing or Proper Cloth made to measure shirts?

Last post by NYCaviator « Fri Nov 17, 2023 5:31 pm
Posted in Personal Consumer Issues

by NYCaviator » Fri Nov 17, 2023 5:31 pm » in Personal Consumer Issues

0 Replies

281 Views

Last post by NYCaviator
Fri Nov 17, 2023 5:31 pm
Home remodel architecture AI tools / programs for amateurs?

Last post by financial.freedom « Thu Nov 16, 2023 4:39 pm
Posted in Personal Consumer Issues

by financial.freedom » Thu Nov 16, 2023 4:39 pm » in Personal Consumer Issues

0 Replies

353 Views

Last post by financial.freedom
Thu Nov 16, 2023 4:39 pm
RESOLVED: Question on First Dell Refurbished Laptop Purchase

Last post by WoostaGal « Thu Nov 16, 2023 8:51 am
Posted in Personal Consumer Issues

by WoostaGal » Thu Nov 16, 2023 8:51 am » in Personal Consumer Issues

0 Replies

360 Views

Last post by WoostaGal
Thu Nov 16, 2023 8:51 am
Pros and Cons of Long Term Care Annuities

Last post by bikechuck « Wed Nov 15, 2023 1:21 pm
Posted in Investing - Theory, News & General

by bikechuck » Wed Nov 15, 2023 1:21 pm » in Investing - Theory, News & General

0 Replies

394 Views

Last post by bikechuck
Wed Nov 15, 2023 1:21 pm
Financial Math - Equations and more

Last post by GarryInPlano « Wed Nov 15, 2023 8:20 am
Posted in Personal Finance (Not Investing)

by GarryInPlano » Wed Nov 15, 2023 8:20 am » in Personal Finance (Not Investing)

0 Replies

481 Views

Last post by GarryInPlano
Wed Nov 15, 2023 8:20 am
Cash out ibonds to fund 529?

Last post by jeremyl « Mon Nov 13, 2023 9:24 pm
Posted in Personal Investments

by jeremyl » Mon Nov 13, 2023 9:24 pm » in Personal Investments

0 Replies

449 Views

Last post by jeremyl
Mon Nov 13, 2023 9:24 pm
facebook reels

Last post by tunafish « Sat Nov 11, 2023 5:41 am
Posted in Personal Consumer Issues

by tunafish » Sat Nov 11, 2023 5:41 am » in Personal Consumer Issues

0 Replies

449 Views

Last post by tunafish
Sat Nov 11, 2023 5:41 am
Reporter doing story on Financial Influencers in Social Media

Last post by LadyGeek « Fri Nov 10, 2023 12:52 pm
Posted in Investing - Theory, News & General

by LadyGeek » Fri Nov 10, 2023 12:52 pm » in Investing - Theory, News & General

0 Replies

434 Views

Last post by LadyGeek
Fri Nov 10, 2023 12:52 pm
Adding Sam's Club World Elite Mastercard to Fidelity Full View

Last post by docG « Thu Nov 09, 2023 1:27 pm
Posted in Personal Finance (Not Investing)

by docG » Thu Nov 09, 2023 1:27 pm » in Personal Finance (Not Investing)

0 Replies

326 Views

Last post by docG
Thu Nov 09, 2023 1:27 pm
How to determine gains on sale of rental property?

Last post by unclescrooge « Thu Nov 09, 2023 11:46 am
Posted in Personal Finance (Not Investing)

by unclescrooge » Thu Nov 09, 2023 11:46 am » in Personal Finance (Not Investing)

0 Replies

295 Views

Last post by unclescrooge
Thu Nov 09, 2023 11:46 am
SIMPLE IRA and SECURE 2.0 rules

Last post by MrMars « Thu Nov 09, 2023 10:46 am
Posted in Investing - Theory, News & General

by MrMars » Thu Nov 09, 2023 10:46 am » in Investing - Theory, News & General

0 Replies

371 Views

Last post by MrMars
Thu Nov 09, 2023 10:46 am
Regence UMP Medical Insurance Questions

Last post by ruanddu « Thu Nov 09, 2023 10:22 am
Posted in Personal Consumer Issues

by ruanddu » Thu Nov 09, 2023 10:22 am » in Personal Consumer Issues

0 Replies

290 Views

Last post by ruanddu
Thu Nov 09, 2023 10:22 am
Anyone have or tried to get Elective Resident visa from Italy?

Last post by Raybo « Thu Nov 09, 2023 9:04 am
Posted in Personal Consumer Issues

by Raybo » Thu Nov 09, 2023 9:04 am » in Personal Consumer Issues

0 Replies

366 Views

Last post by Raybo
Thu Nov 09, 2023 9:04 am
When to create 'Cash / Bond' bucket in IRA

Last post by danvilletim « Wed Nov 08, 2023 11:16 am
Posted in Personal Investments

by danvilletim » Wed Nov 08, 2023 11:16 am » in Personal Investments

0 Replies

429 Views

Last post by danvilletim
Wed Nov 08, 2023 11:16 am
WEP and USA Tax Question. [Dual UK / US citizen - tax treaty impact on UK pension?]

Last post by Goldenkey1959 « Sat Nov 04, 2023 8:10 pm
Posted in Personal Finance (Not Investing)

by Goldenkey1959 » Sat Nov 04, 2023 8:10 pm » in Personal Finance (Not Investing)

0 Replies

278 Views

Last post by Goldenkey1959
Sat Nov 04, 2023 8:10 pm
Stock Market vs. GDP Share, by Country (1900-2022)

Last post by watchnerd « Thu Nov 02, 2023 3:15 pm
Posted in Investing - Theory, News & General

by watchnerd » Thu Nov 02, 2023 3:15 pm » in Investing - Theory, News & General

0 Replies

494 Views

Last post by watchnerd
Thu Nov 02, 2023 3:15 pm
Value Index valuations

Last post by BF3000 « Sun Oct 29, 2023 8:19 pm
Posted in Investing - Theory, News & General

by BF3000 » Sun Oct 29, 2023 8:19 pm » in Investing - Theory, News & General

0 Replies

501 Views

Last post by BF3000
Sun Oct 29, 2023 8:19 pm
Rently

Last post by brandy « Fri Oct 27, 2023 11:48 am
Posted in Personal Consumer Issues

by brandy » Fri Oct 27, 2023 11:48 am » in Personal Consumer Issues

0 Replies

577 Views

Last post by brandy
Fri Oct 27, 2023 11:48 am
Honda Key Fob - does programming per these instructions work?

Last post by DarkHelmetII « Wed Oct 25, 2023 3:30 pm
Posted in Personal Consumer Issues

by DarkHelmetII » Wed Oct 25, 2023 3:30 pm » in Personal Consumer Issues

0 Replies

350 Views

Last post by DarkHelmetII
Wed Oct 25, 2023 3:30 pm
In what cases can a realized capital loss in a trust be distributed upon dissolution?

Last post by secondcor521 « Wed Oct 25, 2023 12:14 pm
Posted in Personal Finance (Not Investing)

by secondcor521 » Wed Oct 25, 2023 12:14 pm » in Personal Finance (Not Investing)

0 Replies

360 Views

Last post by secondcor521
Wed Oct 25, 2023 12:14 pm
Clark Howard mentions the Bogleheads on his YouTube show

Last post by BeachPerson « Wed Oct 25, 2023 12:12 pm
Posted in Investing - Theory, News & General

by BeachPerson » Wed Oct 25, 2023 12:12 pm » in Investing - Theory, News & General

0 Replies

668 Views

Last post by BeachPerson
Wed Oct 25, 2023 12:12 pm
Vanguard Cost Basis Page - Data Freshness?

Last post by redcliff « Wed Oct 25, 2023 11:54 am
Posted in Investing - Theory, News & General

by redcliff » Wed Oct 25, 2023 11:54 am » in Investing - Theory, News & General

0 Replies

411 Views

Last post by redcliff
Wed Oct 25, 2023 11:54 am
VAIPX in lieu of Short/Intermediate rungs of TIPS ladder?

Last post by zeep « Wed Oct 25, 2023 10:51 am
Posted in Personal Investments

by zeep » Wed Oct 25, 2023 10:51 am » in Personal Investments

0 Replies

420 Views

Last post by zeep
Wed Oct 25, 2023 10:51 am
scranton pa, a new boglehead chapter?

Last post by narayana « Tue Oct 24, 2023 11:56 am
Posted in US Chapters

by narayana » Tue Oct 24, 2023 11:56 am » in US Chapters

0 Replies

2252 Views

Last post by narayana
Tue Oct 24, 2023 11:56 am
Bogle on Real Estate Investing

Last post by narayana « Tue Oct 24, 2023 11:51 am
Posted in Personal Finance (Not Investing)

by narayana » Tue Oct 24, 2023 11:51 am » in Personal Finance (Not Investing)

0 Replies

448 Views

Last post by narayana
Tue Oct 24, 2023 11:51 am
401k investment

Last post by Rickito « Mon Oct 23, 2023 9:28 pm
Posted in Personal Investments

by Rickito » Mon Oct 23, 2023 9:28 pm » in Personal Investments

0 Replies

483 Views

Last post by Rickito
Mon Oct 23, 2023 9:28 pm
Pressure washer port looks deformed

Last post by the1show « Thu Oct 19, 2023 4:54 pm
Posted in Personal Consumer Issues

by the1show » Thu Oct 19, 2023 4:54 pm » in Personal Consumer Issues

0 Replies

292 Views

Last post by the1show
Thu Oct 19, 2023 4:54 pm
Creative Planning NOW requiring signed contract

Last post by sodalime « Tue Oct 17, 2023 8:07 pm
Posted in Personal Investments

by sodalime » Tue Oct 17, 2023 8:07 pm » in Personal Investments

0 Replies

633 Views

Last post by sodalime
Tue Oct 17, 2023 8:07 pm
Fidelity Record keeping and Manager

Last post by cat5 « Tue Oct 17, 2023 10:38 am
Posted in Personal Investments

by cat5 » Tue Oct 17, 2023 10:38 am » in Personal Investments

0 Replies

360 Views

Last post by cat5
Tue Oct 17, 2023 10:38 am
Bogle Center donation receipts (conference)

Last post by ObliviousInvestor « Mon Oct 16, 2023 12:55 pm
Posted in Investing - Theory, News & General

by ObliviousInvestor » Mon Oct 16, 2023 12:55 pm » in Investing - Theory, News & General

0 Replies

477 Views

Last post by ObliviousInvestor
Mon Oct 16, 2023 12:55 pm
Has Anyone Tried Costco's $29 Telehealth Service from Sesame?

Last post by GeMoney « Sun Oct 15, 2023 10:37 am
Posted in Personal Consumer Issues

by GeMoney » Sun Oct 15, 2023 10:37 am » in Personal Consumer Issues

0 Replies

554 Views

Last post by GeMoney
Sun Oct 15, 2023 10:37 am
State tax withholding following PCS

Last post by jaxxmjd « Fri Oct 13, 2023 2:01 pm
Posted in Personal Finance (Not Investing)

by jaxxmjd » Fri Oct 13, 2023 2:01 pm » in Personal Finance (Not Investing)

0 Replies

335 Views

Last post by jaxxmjd
Fri Oct 13, 2023 2:01 pm

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