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Roth SEP IRA vs Solo 401k and the QBI Deduction

Last post by ThankYouJack « Sun Sep 08, 2024 7:56 am
Posted in Personal Finance (Not Investing)

by ThankYouJack » Sun Sep 08, 2024 7:56 am » in Personal Finance (Not Investing)

0 Replies

51 Views

Last post by ThankYouJack
Sun Sep 08, 2024 7:56 am
Transitioning from Mint to Monarch Money-Recurring Payments Problem

Last post by JaneyLH « Sat Sep 07, 2024 2:26 pm
Posted in Personal Finance (Not Investing)

by JaneyLH » Sat Sep 07, 2024 2:26 pm » in Personal Finance (Not Investing)

0 Replies

105 Views

Last post by JaneyLH
Sat Sep 07, 2024 2:26 pm
Early Retirement and Time Value of Money

Last post by Raspberry-503 « Fri Sep 06, 2024 7:30 pm
Posted in Investing - Theory, News & General

by Raspberry-503 » Fri Sep 06, 2024 7:30 pm » in Investing - Theory, News & General

0 Replies

590 Views

Last post by Raspberry-503
Fri Sep 06, 2024 7:30 pm
Is ISO shares same day exercise/sell ordinary income or short-term-capital-gain for Massachusetts state tax purpose?

Last post by dkg2707 « Fri Sep 06, 2024 10:23 am
Posted in Personal Finance (Not Investing)

by dkg2707 » Fri Sep 06, 2024 10:23 am » in Personal Finance (Not Investing)

0 Replies

108 Views

Last post by dkg2707
Fri Sep 06, 2024 10:23 am
Consolidating banking relationships w/Bank of America or Chase? (And being less of an optimizer)

Last post by LAMTA « Fri Sep 06, 2024 6:54 am
Posted in Personal Finance (Not Investing)

by LAMTA » Fri Sep 06, 2024 6:54 am » in Personal Finance (Not Investing)

0 Replies

149 Views

Last post by LAMTA
Fri Sep 06, 2024 6:54 am
Here are Medicare Part D WellCare Value Script Premiums for 2025

Last post by ModifiedDuration « Fri Sep 06, 2024 5:17 am
Posted in Personal Finance (Not Investing)

by ModifiedDuration » Fri Sep 06, 2024 5:17 am » in Personal Finance (Not Investing)

0 Replies

421 Views

Last post by ModifiedDuration
Fri Sep 06, 2024 5:17 am
Suggestions for individual, independent auto/home insurance agents in MN

Last post by index2max « Tue Sep 03, 2024 11:22 am
Posted in Personal Finance (Not Investing)

by index2max » Tue Sep 03, 2024 11:22 am » in Personal Finance (Not Investing)

0 Replies

878 Views

Last post by index2max
Tue Sep 03, 2024 11:22 am
Tax optimization and moving funds around

Last post by rmedialimited « Tue Sep 03, 2024 9:24 am
Posted in Non-US Investing

by rmedialimited » Tue Sep 03, 2024 9:24 am » in Non-US Investing

0 Replies

1640 Views

Last post by rmedialimited
Tue Sep 03, 2024 9:24 am
Gmail 2fa versus recovery confusion

Last post by cabfranc « Sun Sep 01, 2024 8:16 pm
Posted in Personal Finance (Not Investing)

by cabfranc » Sun Sep 01, 2024 8:16 pm » in Personal Finance (Not Investing)

0 Replies

1552 Views

Last post by cabfranc
Sun Sep 01, 2024 8:16 pm
estate tax return and excess deductions

Last post by SpideyIndexer « Sat Aug 31, 2024 10:51 pm
Posted in Personal Finance (Not Investing)

by SpideyIndexer » Sat Aug 31, 2024 10:51 pm » in Personal Finance (Not Investing)

0 Replies

1668 Views

Last post by SpideyIndexer
Sat Aug 31, 2024 10:51 pm
Transfers fees to Interactive Brokers [BAHRAIN]

Last post by boglehooligan « Thu Aug 29, 2024 9:21 pm
Posted in Non-US Investing

by boglehooligan » Thu Aug 29, 2024 9:21 pm » in Non-US Investing

0 Replies

4281 Views

Last post by boglehooligan
Thu Aug 29, 2024 9:21 pm
IBond transfer after conversion

Last post by ljez « Thu Aug 29, 2024 1:35 pm
Posted in Personal Investments

by ljez » Thu Aug 29, 2024 1:35 pm » in Personal Investments

0 Replies

1603 Views

Last post by ljez
Thu Aug 29, 2024 1:35 pm
Change Account Type at M1

Last post by caklim00 « Wed Aug 28, 2024 3:17 pm
Posted in Personal Finance (Not Investing)

by caklim00 » Wed Aug 28, 2024 3:17 pm » in Personal Finance (Not Investing)

0 Replies

1601 Views

Last post by caklim00
Wed Aug 28, 2024 3:17 pm
Medicare Supplements & the Illinois Birtday Rule

Last post by hogfanboy « Tue Aug 27, 2024 7:24 pm
Posted in Personal Finance (Not Investing)

by hogfanboy » Tue Aug 27, 2024 7:24 pm » in Personal Finance (Not Investing)

0 Replies

1578 Views

Last post by hogfanboy
Tue Aug 27, 2024 7:24 pm
WSJ Reporter doing story on 401k auto-enroll issues

Last post by Mel Lindauer « Tue Aug 27, 2024 4:09 pm
Posted in Investing - Theory, News & General

by Mel Lindauer » Tue Aug 27, 2024 4:09 pm » in Investing - Theory, News & General

0 Replies

1745 Views

Last post by Mel Lindauer
Tue Aug 27, 2024 4:09 pm
Forms 3520, 8938 for inheritance

Last post by Iamlearning « Mon Aug 26, 2024 2:25 pm
Posted in Personal Finance (Not Investing)

by Iamlearning » Mon Aug 26, 2024 2:25 pm » in Personal Finance (Not Investing)

0 Replies

1455 Views

Last post by Iamlearning
Mon Aug 26, 2024 2:25 pm
CAUTION: Vanguard mobile app bug

Last post by my2p « Sat Aug 24, 2024 11:00 am
Posted in Personal Investments

by my2p » Sat Aug 24, 2024 11:00 am » in Personal Investments

0 Replies

1811 Views

Last post by my2p
Sat Aug 24, 2024 11:00 am
hedge position in commodities, tax rabbit hole

Last post by coyote2 « Thu Aug 22, 2024 5:58 pm
Posted in Personal Investments

by coyote2 » Thu Aug 22, 2024 5:58 pm » in Personal Investments

0 Replies

1670 Views

Last post by coyote2
Thu Aug 22, 2024 5:58 pm
Funded Ratio: Automating Wade Pfau's Exhibits

Last post by bhwabeck3533 « Thu Aug 22, 2024 1:41 pm
Posted in Personal Finance (Not Investing)

by bhwabeck3533 » Thu Aug 22, 2024 1:41 pm » in Personal Finance (Not Investing)

0 Replies

1635 Views

Last post by bhwabeck3533
Thu Aug 22, 2024 1:41 pm
Grandparent 529 boost

Last post by happysteward « Thu Aug 22, 2024 6:18 am
Posted in Personal Investments

by happysteward » Thu Aug 22, 2024 6:18 am » in Personal Investments

0 Replies

1772 Views

Last post by happysteward
Thu Aug 22, 2024 6:18 am
ETF brokers when living in Spain

Last post by TortugaConstante « Thu Aug 22, 2024 1:42 am
Posted in Spain

by TortugaConstante » Thu Aug 22, 2024 1:42 am » in Spain

0 Replies

3579 Views

Last post by TortugaConstante
Thu Aug 22, 2024 1:42 am
Refinancing a heloc

Last post by Starbase « Wed Aug 21, 2024 7:57 pm
Posted in Personal Finance (Not Investing)

by Starbase » Wed Aug 21, 2024 7:57 pm » in Personal Finance (Not Investing)

0 Replies

1742 Views

Last post by Starbase
Wed Aug 21, 2024 7:57 pm
Interior designer recs in central FL?

Last post by diabelli « Tue Aug 20, 2024 2:03 pm
Posted in Personal Consumer Issues

by diabelli » Tue Aug 20, 2024 2:03 pm » in Personal Consumer Issues

0 Replies

1652 Views

Last post by diabelli
Tue Aug 20, 2024 2:03 pm
co-ownership vacation home finance & budget tracking

Last post by Sunsetscotch « Mon Aug 19, 2024 6:35 pm
Posted in Personal Finance (Not Investing)

by Sunsetscotch » Mon Aug 19, 2024 6:35 pm » in Personal Finance (Not Investing)

0 Replies

1719 Views

Last post by Sunsetscotch
Mon Aug 19, 2024 6:35 pm
Any Cadillac XT6 drivers of 2022 or later models?

Last post by happydays « Mon Aug 19, 2024 3:11 pm
Posted in Personal Consumer Issues

by happydays » Mon Aug 19, 2024 3:11 pm » in Personal Consumer Issues

0 Replies

1687 Views

Last post by happydays
Mon Aug 19, 2024 3:11 pm
international birding guides & safe practices

Last post by Samatha « Sat Aug 17, 2024 11:22 pm
Posted in Personal Consumer Issues

by Samatha » Sat Aug 17, 2024 11:22 pm » in Personal Consumer Issues

0 Replies

1796 Views

Last post by Samatha
Sat Aug 17, 2024 11:22 pm
Saving for a down payment

Last post by moWra7hA1asw2bitesP1 « Sat Aug 17, 2024 2:28 pm
Posted in Personal Investments

by moWra7hA1asw2bitesP1 » Sat Aug 17, 2024 2:28 pm » in Personal Investments

0 Replies

1710 Views

Last post by moWra7hA1asw2bitesP1
Sat Aug 17, 2024 2:28 pm
question on Investing for income with house proceed

Last post by Ddouble « Sat Aug 17, 2024 9:51 am
Posted in Personal Investments

by Ddouble » Sat Aug 17, 2024 9:51 am » in Personal Investments

0 Replies

1683 Views

Last post by Ddouble
Sat Aug 17, 2024 9:51 am
forum for parents living with adult children

Last post by brandy « Sat Aug 17, 2024 6:51 am
Posted in Personal Consumer Issues

by brandy » Sat Aug 17, 2024 6:51 am » in Personal Consumer Issues

0 Replies

1992 Views

Last post by brandy
Sat Aug 17, 2024 6:51 am
Loan strategy

Last post by plansimmer « Sat Aug 17, 2024 6:47 am
Posted in Personal Investments

by plansimmer » Sat Aug 17, 2024 6:47 am » in Personal Investments

0 Replies

1755 Views

Last post by plansimmer
Sat Aug 17, 2024 6:47 am
Income from acting in the UK : US citizen

Last post by viewer0 « Fri Aug 16, 2024 6:31 pm
Posted in Personal Finance (Not Investing)

by viewer0 » Fri Aug 16, 2024 6:31 pm » in Personal Finance (Not Investing)

0 Replies

1817 Views

Last post by viewer0
Fri Aug 16, 2024 6:31 pm
How to designate credit shelter trust as contingent beneficiary

Last post by wanttoplan « Thu Aug 15, 2024 7:35 pm
Posted in Personal Finance (Not Investing)

by wanttoplan » Thu Aug 15, 2024 7:35 pm » in Personal Finance (Not Investing)

0 Replies

1662 Views

Last post by wanttoplan
Thu Aug 15, 2024 7:35 pm
Taxes, social security, and dividend funds

Last post by vtMaps « Wed Aug 14, 2024 1:17 pm
Posted in Personal Finance (Not Investing)

by vtMaps » Wed Aug 14, 2024 1:17 pm » in Personal Finance (Not Investing)

0 Replies

1853 Views

Last post by vtMaps
Wed Aug 14, 2024 1:17 pm
Divorce Help - How Calculate Post-Tax Equivalent of Pre-Tax Money Spent on Health Care Premiums

Last post by Messner8000 « Wed Aug 14, 2024 10:59 am
Posted in Personal Finance (Not Investing)

by Messner8000 » Wed Aug 14, 2024 10:59 am » in Personal Finance (Not Investing)

0 Replies

1830 Views

Last post by Messner8000
Wed Aug 14, 2024 10:59 am
Is Private Pension System (BES) of Turkey a good deal?

Last post by ethem « Wed Aug 14, 2024 8:55 am
Posted in Non-US Investing

by ethem » Wed Aug 14, 2024 8:55 am » in Non-US Investing

0 Replies

5097 Views

Last post by ethem
Wed Aug 14, 2024 8:55 am
Transition from Apple itune to Apple Device

Last post by gavinsiu « Wed Aug 14, 2024 8:43 am
Posted in Personal Consumer Issues

by gavinsiu » Wed Aug 14, 2024 8:43 am » in Personal Consumer Issues

0 Replies

1805 Views

Last post by gavinsiu
Wed Aug 14, 2024 8:43 am
Short Term Business Loan Mechanism

Last post by sw5318 « Tue Aug 13, 2024 7:15 pm
Posted in Personal Finance (Not Investing)

by sw5318 » Tue Aug 13, 2024 7:15 pm » in Personal Finance (Not Investing)

0 Replies

1777 Views

Last post by sw5318
Tue Aug 13, 2024 7:15 pm
Reporter doing story: Changing advisors or brokerage houses

Last post by LadyGeek « Tue Aug 13, 2024 3:46 pm
Posted in Investing - Theory, News & General

by LadyGeek » Tue Aug 13, 2024 3:46 pm » in Investing - Theory, News & General

0 Replies

2045 Views

Last post by LadyGeek
Tue Aug 13, 2024 3:46 pm
UK nationals: SIPP - is it worth it?

Last post by NOTonA380 « Tue Aug 13, 2024 12:39 pm
Posted in United Arab Emirates

by NOTonA380 » Tue Aug 13, 2024 12:39 pm » in United Arab Emirates

0 Replies

4112 Views

Last post by NOTonA380
Tue Aug 13, 2024 12:39 pm
Roommate for Minneapolis?

Last post by beaverclea « Mon Aug 12, 2024 12:55 pm
Posted in Investing - Theory, News & General

by beaverclea » Mon Aug 12, 2024 12:55 pm » in Investing - Theory, News & General

0 Replies

2275 Views

Last post by beaverclea
Mon Aug 12, 2024 12:55 pm
Compensation of physician owner of friendly PC

Last post by tenkuky « Sat Aug 10, 2024 5:46 am
Posted in Personal Finance (Not Investing)

by tenkuky » Sat Aug 10, 2024 5:46 am » in Personal Finance (Not Investing)

0 Replies

2163 Views

Last post by tenkuky
Sat Aug 10, 2024 5:46 am
Shokz Openrun Pro vs OpenFit Air

Last post by KBR « Thu Aug 08, 2024 11:09 pm
Posted in Personal Consumer Issues

by KBR » Thu Aug 08, 2024 11:09 pm » in Personal Consumer Issues

0 Replies

2031 Views

Last post by KBR
Thu Aug 08, 2024 11:09 pm
T Bills as Margin Interest & Call Hedge?

Last post by Fire_55 « Wed Aug 07, 2024 2:26 pm
Posted in Personal Investments

by Fire_55 » Wed Aug 07, 2024 2:26 pm » in Personal Investments

0 Replies

1924 Views

Last post by Fire_55
Wed Aug 07, 2024 2:26 pm
How to do more than one 529 rollover in a 12 month period?

Last post by tommy85 « Tue Aug 06, 2024 9:09 pm
Posted in Investing - Theory, News & General

by tommy85 » Tue Aug 06, 2024 9:09 pm » in Investing - Theory, News & General

0 Replies

2094 Views

Last post by tommy85
Tue Aug 06, 2024 9:09 pm
Applied for Loan Consolidation, PSLF and SAVE

Last post by aum « Tue Aug 06, 2024 1:44 pm
Posted in Personal Finance (Not Investing)

by aum » Tue Aug 06, 2024 1:44 pm » in Personal Finance (Not Investing)

0 Replies

1818 Views

Last post by aum
Tue Aug 06, 2024 1:44 pm
Fiduciary, Fee-Only Advisor in The Netherlands

Last post by SLWR « Tue Aug 06, 2024 1:41 am
Posted in Non-US Investing

by SLWR » Tue Aug 06, 2024 1:41 am » in Non-US Investing

0 Replies

2777 Views

Last post by SLWR
Tue Aug 06, 2024 1:41 am
USFR share price

Last post by Soobs « Mon Aug 05, 2024 10:14 am
Posted in Personal Investments

by Soobs » Mon Aug 05, 2024 10:14 am » in Personal Investments

0 Replies

1964 Views

Last post by Soobs
Mon Aug 05, 2024 10:14 am
True link debit card for dementia patients w caregiver control

Last post by Hebell « Fri Aug 02, 2024 3:39 pm
Posted in Personal Consumer Issues

by Hebell » Fri Aug 02, 2024 3:39 pm » in Personal Consumer Issues

0 Replies

1976 Views

Last post by Hebell
Fri Aug 02, 2024 3:39 pm
Good Idea? DEUTSCHE BK AG NOTE 6%

Last post by TBillT « Fri Aug 02, 2024 11:05 am
Posted in Personal Investments

by TBillT » Fri Aug 02, 2024 11:05 am » in Personal Investments

0 Replies

1726 Views

Last post by TBillT
Fri Aug 02, 2024 11:05 am
Monte Carlo Simulation - the other options

Last post by gavinsiu « Thu Aug 01, 2024 8:04 pm
Posted in Investing - Theory, News & General

by gavinsiu » Thu Aug 01, 2024 8:04 pm » in Investing - Theory, News & General

0 Replies

1664 Views

Last post by gavinsiu
Thu Aug 01, 2024 8:04 pm

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