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Where to move assets that are currently with an FA

Last post by hmwt « Fri Dec 06, 2024 11:20 am
Posted in Personal Investments

by hmwt » Fri Dec 06, 2024 11:20 am » in Personal Investments

0 Replies

30 Views

Last post by hmwt
Fri Dec 06, 2024 11:20 am
401k rollover while still employed

Last post by albatross349 « Fri Dec 06, 2024 11:15 am
Posted in Personal Investments

by albatross349 » Fri Dec 06, 2024 11:15 am » in Personal Investments

0 Replies

7 Views

Last post by albatross349
Fri Dec 06, 2024 11:15 am
PSA: 10% off Target Gift Card deal is back for 2024, this weekend only

Last post by InvisibleAerobar « Fri Dec 06, 2024 11:02 am
Posted in Personal Consumer Issues

by InvisibleAerobar » Fri Dec 06, 2024 11:02 am » in Personal Consumer Issues

0 Replies

74 Views

Last post by InvisibleAerobar
Fri Dec 06, 2024 11:02 am
[1/2] Basic portfolio review tool

Last post by tdgb « Fri Dec 06, 2024 5:43 am
Posted in Investing - Theory, News & General

by tdgb » Fri Dec 06, 2024 5:43 am » in Investing - Theory, News & General

0 Replies

128 Views

Last post by tdgb
Fri Dec 06, 2024 5:43 am
USAA preferred cash rewards VISA double cash back December 6

Last post by popoki « Thu Dec 05, 2024 5:59 pm
Posted in Personal Finance (Not Investing)

by popoki » Thu Dec 05, 2024 5:59 pm » in Personal Finance (Not Investing)

0 Replies

205 Views

Last post by popoki
Thu Dec 05, 2024 5:59 pm
WSJ Reporter doing story on DAF and QCD Charitable Donations

Last post by Mel Lindauer « Thu Dec 05, 2024 3:32 pm
Posted in Investing - Theory, News & General

by Mel Lindauer » Thu Dec 05, 2024 3:32 pm » in Investing - Theory, News & General

0 Replies

284 Views

Last post by Mel Lindauer
Thu Dec 05, 2024 3:32 pm
Bond ratings: apples to apples or apples to oranges?

Last post by Elric « Thu Dec 05, 2024 1:44 pm
Posted in Investing - Theory, News & General

by Elric » Thu Dec 05, 2024 1:44 pm » in Investing - Theory, News & General

0 Replies

134 Views

Last post by Elric
Thu Dec 05, 2024 1:44 pm
100% TIPS (standard, not short) option in 529s - which states remain?

Last post by Tramper Al « Thu Dec 05, 2024 7:00 am
Posted in Personal Investments

by Tramper Al » Thu Dec 05, 2024 7:00 am » in Personal Investments

0 Replies

97 Views

Last post by Tramper Al
Thu Dec 05, 2024 7:00 am
Roth employer profit sharing contribution

Last post by yankees60 « Wed Dec 04, 2024 6:36 pm
Posted in Personal Finance (Not Investing)

by yankees60 » Wed Dec 04, 2024 6:36 pm » in Personal Finance (Not Investing)

0 Replies

94 Views

Last post by yankees60
Wed Dec 04, 2024 6:36 pm
LTD Insurance Quotes (paging Brudude)

Last post by NullPtr « Wed Dec 04, 2024 3:31 pm
Posted in Personal Finance (Not Investing)

by NullPtr » Wed Dec 04, 2024 3:31 pm » in Personal Finance (Not Investing)

0 Replies

62 Views

Last post by NullPtr
Wed Dec 04, 2024 3:31 pm
PSA - UTMA Gain Harvesting

Last post by RetiredAL « Wed Dec 04, 2024 1:39 pm
Posted in Investing - Theory, News & General

by RetiredAL » Wed Dec 04, 2024 1:39 pm » in Investing - Theory, News & General

0 Replies

170 Views

Last post by RetiredAL
Wed Dec 04, 2024 1:39 pm
Mesa Homeowners charge card, no fee for mortgage payments?

Last post by ResearchMed « Wed Dec 04, 2024 5:56 am
Posted in Personal Finance (Not Investing)

by ResearchMed » Wed Dec 04, 2024 5:56 am » in Personal Finance (Not Investing)

0 Replies

134 Views

Last post by ResearchMed
Wed Dec 04, 2024 5:56 am
Charitable Deduction for Estate on 1041?

Last post by Eaglelion « Tue Dec 03, 2024 1:03 pm
Posted in Personal Finance (Not Investing)

by Eaglelion » Tue Dec 03, 2024 1:03 pm » in Personal Finance (Not Investing)

0 Replies

64 Views

Last post by Eaglelion
Tue Dec 03, 2024 1:03 pm
Summary of 401K/IRA taxation for US 'tax resident' living in the UK?

Last post by sgp « Tue Dec 03, 2024 12:12 am
Posted in Non-US Investing

by sgp » Tue Dec 03, 2024 12:12 am » in Non-US Investing

0 Replies

216 Views

Last post by sgp
Tue Dec 03, 2024 12:12 am
Converting medical practice to non profit

Last post by mchammertime « Sun Dec 01, 2024 8:09 pm
Posted in Personal Finance (Not Investing)

by mchammertime » Sun Dec 01, 2024 8:09 pm » in Personal Finance (Not Investing)

0 Replies

290 Views

Last post by mchammertime
Sun Dec 01, 2024 8:09 pm
US Nonresident Aliens - Vanguard freezing legacy accounts - Part 2

Last post by bluejeansman « Sun Dec 01, 2024 1:57 pm
Posted in Non-US Investing

by bluejeansman » Sun Dec 01, 2024 1:57 pm » in Non-US Investing

0 Replies

371 Views

Last post by bluejeansman
Sun Dec 01, 2024 1:57 pm
Emergency Contact Cell Phone

Last post by Paullmas « Sat Nov 30, 2024 1:10 pm
Posted in Personal Consumer Issues

by Paullmas » Sat Nov 30, 2024 1:10 pm » in Personal Consumer Issues

0 Replies

264 Views

Last post by Paullmas
Sat Nov 30, 2024 1:10 pm
Question on NJ L8 Tax Waiver Form and Transfer of Estate Assets

Last post by PlayingLife « Sat Nov 30, 2024 7:13 am
Posted in Personal Finance (Not Investing)

by PlayingLife » Sat Nov 30, 2024 7:13 am » in Personal Finance (Not Investing)

0 Replies

106 Views

Last post by PlayingLife
Sat Nov 30, 2024 7:13 am
Which HRB tax product for Solo 401K?

Last post by tenkuky « Thu Nov 28, 2024 8:59 am
Posted in Personal Finance (Not Investing)

by tenkuky » Thu Nov 28, 2024 8:59 am » in Personal Finance (Not Investing)

0 Replies

97 Views

Last post by tenkuky
Thu Nov 28, 2024 8:59 am
Swiss 1e pension account: US tax treatment

Last post by Scott_in_Zurich « Wed Nov 27, 2024 12:02 pm
Posted in Non-US Investing

by Scott_in_Zurich » Wed Nov 27, 2024 12:02 pm » in Non-US Investing

0 Replies

479 Views

Last post by Scott_in_Zurich
Wed Nov 27, 2024 12:02 pm
NEW Schwab Solo 401k Online Funding Option

Last post by BB81 « Wed Nov 27, 2024 8:30 am
Posted in Personal Investments

by BB81 » Wed Nov 27, 2024 8:30 am » in Personal Investments

0 Replies

151 Views

Last post by BB81
Wed Nov 27, 2024 8:30 am
Bahrain - Building a Lazy Portfolio

Last post by King of Heroes « Wed Nov 27, 2024 4:20 am
Posted in Non-US Investing

by King of Heroes » Wed Nov 27, 2024 4:20 am » in Non-US Investing

0 Replies

531 Views

Last post by King of Heroes
Wed Nov 27, 2024 4:20 am
Capital gains tax holiday ---- worth it to take a tax hit up front?

Last post by primer4081 « Tue Nov 26, 2024 11:58 am
Posted in Non-US Investing

by primer4081 » Tue Nov 26, 2024 11:58 am » in Non-US Investing

0 Replies

705 Views

Last post by primer4081
Tue Nov 26, 2024 11:58 am
Qualified Joint Venture with Spouse?

Last post by Invest_Wisely « Sat Nov 23, 2024 2:18 pm
Posted in Personal Finance (Not Investing)

by Invest_Wisely » Sat Nov 23, 2024 2:18 pm » in Personal Finance (Not Investing)

0 Replies

152 Views

Last post by Invest_Wisely
Sat Nov 23, 2024 2:18 pm
best choice for submitting tax form 8621 electronically?

Last post by Chuckles960 « Fri Nov 22, 2024 12:41 pm
Posted in Personal Finance (Not Investing)

by Chuckles960 » Fri Nov 22, 2024 12:41 pm » in Personal Finance (Not Investing)

0 Replies

164 Views

Last post by Chuckles960
Fri Nov 22, 2024 12:41 pm
Recent expansion of allowable services under HSA compatible plans

Last post by Artful Dodger « Wed Nov 20, 2024 11:05 am
Posted in Personal Consumer Issues

by Artful Dodger » Wed Nov 20, 2024 11:05 am » in Personal Consumer Issues

0 Replies

260 Views

Last post by Artful Dodger
Wed Nov 20, 2024 11:05 am
Saw this today: How Not to Invest by Barry Ritholtz - coming March 18th

Last post by Robin1234 « Tue Nov 19, 2024 4:43 pm
Posted in Investing - Theory, News & General

by Robin1234 » Tue Nov 19, 2024 4:43 pm » in Investing - Theory, News & General

0 Replies

566 Views

Last post by Robin1234
Tue Nov 19, 2024 4:43 pm
New Fidelity Debit Card > Issues. Cannot activate mobile wallet

Last post by b4nash « Tue Nov 19, 2024 1:59 pm
Posted in Personal Finance (Not Investing)

by b4nash » Tue Nov 19, 2024 1:59 pm » in Personal Finance (Not Investing)

0 Replies

259 Views

Last post by b4nash
Tue Nov 19, 2024 1:59 pm
Rollover question

Last post by breakfastinbed « Tue Nov 19, 2024 12:21 pm
Posted in Personal Investments

by breakfastinbed » Tue Nov 19, 2024 12:21 pm » in Personal Investments

0 Replies

211 Views

Last post by breakfastinbed
Tue Nov 19, 2024 12:21 pm
Need advice on CH + US social security

Last post by CardinalRed « Sun Nov 17, 2024 11:43 am
Posted in Non-US Investing

by CardinalRed » Sun Nov 17, 2024 11:43 am » in Non-US Investing

0 Replies

855 Views

Last post by CardinalRed
Sun Nov 17, 2024 11:43 am
Suspension of Federal LTC enrollments Extended to 2026

Last post by realcsc « Sun Nov 17, 2024 7:10 am
Posted in Personal Finance (Not Investing)

by realcsc » Sun Nov 17, 2024 7:10 am » in Personal Finance (Not Investing)

0 Replies

266 Views

Last post by realcsc
Sun Nov 17, 2024 7:10 am
Turbocharged tax loss harvesting via Long/short indexing? [bloomberg]

Last post by kxl19 « Sat Nov 16, 2024 8:03 pm
Posted in Investing - Theory, News & General

by kxl19 » Sat Nov 16, 2024 8:03 pm » in Investing - Theory, News & General

0 Replies

299 Views

Last post by kxl19
Sat Nov 16, 2024 8:03 pm
FYI: TRP Retirement Income Fund(s)

Last post by KEotSK66 « Sat Nov 16, 2024 7:08 pm
Posted in Personal Investments

by KEotSK66 » Sat Nov 16, 2024 7:08 pm » in Personal Investments

0 Replies

281 Views

Last post by KEotSK66
Sat Nov 16, 2024 7:08 pm
IBKR vs Charles Schwab?

Last post by southsunnyside28 « Sat Nov 16, 2024 4:29 pm
Posted in Spain

by southsunnyside28 » Sat Nov 16, 2024 4:29 pm » in Spain

0 Replies

580 Views

Last post by southsunnyside28
Sat Nov 16, 2024 4:29 pm
US Citizen investing in Spain - 401k Management

Last post by southsunnyside28 « Sat Nov 16, 2024 4:01 pm
Posted in Spain

by southsunnyside28 » Sat Nov 16, 2024 4:01 pm » in Spain

0 Replies

492 Views

Last post by southsunnyside28
Sat Nov 16, 2024 4:01 pm
Vanguard Small Business Online will be retiring December 2024

Last post by Ret2018 « Thu Nov 14, 2024 1:14 pm
Posted in Investing - Theory, News & General

by Ret2018 » Thu Nov 14, 2024 1:14 pm » in Investing - Theory, News & General

0 Replies

286 Views

Last post by Ret2018
Thu Nov 14, 2024 1:14 pm
CreditKarma - Merrill Edge connection issue

Last post by mk1039 « Tue Nov 12, 2024 11:00 pm
Posted in Personal Finance (Not Investing)

by mk1039 » Tue Nov 12, 2024 11:00 pm » in Personal Finance (Not Investing)

0 Replies

230 Views

Last post by mk1039
Tue Nov 12, 2024 11:00 pm
Review of plan to consolidate various non-Roth IRA accounts

Last post by yankees60 « Tue Nov 12, 2024 2:03 pm
Posted in Personal Finance (Not Investing)

by yankees60 » Tue Nov 12, 2024 2:03 pm » in Personal Finance (Not Investing)

0 Replies

183 Views

Last post by yankees60
Tue Nov 12, 2024 2:03 pm
FEHB Without Part B--Coinsurance Costs

Last post by tallguy3891 « Mon Nov 11, 2024 3:55 pm
Posted in Personal Finance (Not Investing)

by tallguy3891 » Mon Nov 11, 2024 3:55 pm » in Personal Finance (Not Investing)

0 Replies

216 Views

Last post by tallguy3891
Mon Nov 11, 2024 3:55 pm
FIRE plan updated for 45 year old Physician

Last post by alphamale12 « Mon Nov 11, 2024 6:08 am
Posted in Personal Investments

by alphamale12 » Mon Nov 11, 2024 6:08 am » in Personal Investments

0 Replies

756 Views

Last post by alphamale12
Mon Nov 11, 2024 6:08 am
Fair Market Value of stock on weekend valuation date

Last post by wikidid « Sat Nov 09, 2024 1:25 pm
Posted in Investing - Theory, News & General

by wikidid » Sat Nov 09, 2024 1:25 pm » in Investing - Theory, News & General

0 Replies

322 Views

Last post by wikidid
Sat Nov 09, 2024 1:25 pm
Accounting software for small 1099 side gig

Last post by OCDinvestor « Fri Nov 08, 2024 7:36 pm
Posted in Personal Consumer Issues

by OCDinvestor » Fri Nov 08, 2024 7:36 pm » in Personal Consumer Issues

0 Replies

246 Views

Last post by OCDinvestor
Fri Nov 08, 2024 7:36 pm
Jim Cramer’s take on actively managed mutual funds

Last post by BornInCA « Fri Nov 08, 2024 5:43 pm
Posted in Investing - Theory, News & General

by BornInCA » Fri Nov 08, 2024 5:43 pm » in Investing - Theory, News & General

0 Replies

524 Views

Last post by BornInCA
Fri Nov 08, 2024 5:43 pm
AARG vs Metlife legal plan

Last post by haranoth « Fri Nov 08, 2024 10:59 am
Posted in Personal Finance (Not Investing)

by haranoth » Fri Nov 08, 2024 10:59 am » in Personal Finance (Not Investing)

0 Replies

138 Views

Last post by haranoth
Fri Nov 08, 2024 10:59 am
Inheriting Equitable Equi-vest contracts

Last post by almostretired1965 « Fri Nov 08, 2024 9:21 am
Posted in Personal Finance (Not Investing)

by almostretired1965 » Fri Nov 08, 2024 9:21 am » in Personal Finance (Not Investing)

0 Replies

110 Views

Last post by almostretired1965
Fri Nov 08, 2024 9:21 am
Tax Implications of Real Estate Swap in a Foreign Country

Last post by Cantarana « Fri Nov 08, 2024 9:18 am
Posted in Personal Finance (Not Investing)

by Cantarana » Fri Nov 08, 2024 9:18 am » in Personal Finance (Not Investing)

0 Replies

122 Views

Last post by Cantarana
Fri Nov 08, 2024 9:18 am
Discretionary See Through Trust Taxation

Last post by hgm « Thu Nov 07, 2024 11:50 pm
Posted in Personal Finance (Not Investing)

by hgm » Thu Nov 07, 2024 11:50 pm » in Personal Finance (Not Investing)

0 Replies

116 Views

Last post by hgm
Thu Nov 07, 2024 11:50 pm
Bill Bengen Interview and new book

Last post by gavinsiu « Thu Nov 07, 2024 4:30 pm
Posted in Investing - Theory, News & General

by gavinsiu » Thu Nov 07, 2024 4:30 pm » in Investing - Theory, News & General

0 Replies

558 Views

Last post by gavinsiu
Thu Nov 07, 2024 4:30 pm
Morgan Stanley banking experiences

Last post by srt7 « Wed Nov 06, 2024 5:16 pm
Posted in Personal Finance (Not Investing)

by srt7 » Wed Nov 06, 2024 5:16 pm » in Personal Finance (Not Investing)

0 Replies

282 Views

Last post by srt7
Wed Nov 06, 2024 5:16 pm
Accountant/CPA recommendation - International money transfer into the US

Last post by Pitagoras « Wed Nov 06, 2024 7:36 am
Posted in Personal Finance (Not Investing)

by Pitagoras » Wed Nov 06, 2024 7:36 am » in Personal Finance (Not Investing)

0 Replies

146 Views

Last post by Pitagoras
Wed Nov 06, 2024 7:36 am

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