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What brokerages allow TurboTax to import tax statements from a UTMA account?

Last post by Finridge « Wed Oct 04, 2023 1:31 am
Posted in Personal Finance (Not Investing)

by Finridge » Wed Oct 04, 2023 1:31 am » in Personal Finance (Not Investing)

0 Replies

143 Views

Last post by Finridge
Wed Oct 04, 2023 1:31 am
Conflicting entry and exit charge information for Vanguard bond ETF

Last post by palesco « Wed Oct 04, 2023 1:26 am
Posted in Non-US Investing

by palesco » Wed Oct 04, 2023 1:26 am » in Non-US Investing

0 Replies

169 Views

Last post by palesco
Wed Oct 04, 2023 1:26 am
Multiple Employers and 401k Limits and Overcontributions

Last post by TR2047 « Wed Oct 04, 2023 12:04 am
Posted in Personal Investments

by TR2047 » Wed Oct 04, 2023 12:04 am » in Personal Investments

0 Replies

152 Views

Last post by TR2047
Wed Oct 04, 2023 12:04 am
Portfolio Review Request

Last post by Pennyante15 « Tue Oct 03, 2023 10:43 pm
Posted in Personal Investments

by Pennyante15 » Tue Oct 03, 2023 10:43 pm » in Personal Investments

0 Replies

122 Views

Last post by Pennyante15
Tue Oct 03, 2023 10:43 pm
Submit Your Q's for Investing Experts Panel at Bogleheads Conference

Last post by ObliviousInvestor « Tue Oct 03, 2023 9:47 pm
Posted in Investing - Theory, News & General

by ObliviousInvestor » Tue Oct 03, 2023 9:47 pm » in Investing - Theory, News & General

0 Replies

119 Views

Last post by ObliviousInvestor
Tue Oct 03, 2023 9:47 pm
Discount Drugs cards / plans

Last post by CWRadio « Tue Oct 03, 2023 6:41 pm
Posted in Personal Finance (Not Investing)

by CWRadio » Tue Oct 03, 2023 6:41 pm » in Personal Finance (Not Investing)

0 Replies

165 Views

Last post by CWRadio
Tue Oct 03, 2023 6:41 pm
HSA tax loss harvesting TIPS in California

Last post by mikep « Tue Oct 03, 2023 12:31 pm
Posted in Investing - Theory, News & General

by mikep » Tue Oct 03, 2023 12:31 pm » in Investing - Theory, News & General

0 Replies

161 Views

Last post by mikep
Tue Oct 03, 2023 12:31 pm
submit ?s for Wes Crill [Bogleheads® Live]

Last post by Jon Luskin « Tue Oct 03, 2023 11:39 am
Posted in Investing - Theory, News & General

by Jon Luskin » Tue Oct 03, 2023 11:39 am » in Investing - Theory, News & General

0 Replies

150 Views

Last post by Jon Luskin
Tue Oct 03, 2023 11:39 am
Exchanging bond funds for Treasuries - part 2

Last post by OverseasBH « Tue Oct 03, 2023 4:21 am
Posted in Investing - Theory, News & General

by OverseasBH » Tue Oct 03, 2023 4:21 am » in Investing - Theory, News & General

0 Replies

422 Views

Last post by OverseasBH
Tue Oct 03, 2023 4:21 am
Any site offering complete daily municipal bond trade activities?

Last post by Carno « Mon Oct 02, 2023 9:02 pm
Posted in Personal Finance (Not Investing)

by Carno » Mon Oct 02, 2023 9:02 pm » in Personal Finance (Not Investing)

0 Replies

142 Views

Last post by Carno
Mon Oct 02, 2023 9:02 pm
Epoxy vs Ployurea waterproofing

Last post by schachtw « Mon Oct 02, 2023 4:01 pm
Posted in Personal Consumer Issues

by schachtw » Mon Oct 02, 2023 4:01 pm » in Personal Consumer Issues

0 Replies

257 Views

Last post by schachtw
Mon Oct 02, 2023 4:01 pm
Three Things Investment People Hate to Admit Posted - Ben Carlson

Last post by Rowan Oak « Sat Sep 30, 2023 9:11 pm
Posted in Investing - Theory, News & General

by Rowan Oak » Sat Sep 30, 2023 9:11 pm » in Investing - Theory, News & General

0 Replies

890 Views

Last post by Rowan Oak
Sat Sep 30, 2023 9:11 pm
M* X-Ray via Etrade Not Working

Last post by Jeffrey1954 « Sat Sep 30, 2023 3:15 pm
Posted in Personal Investments

by Jeffrey1954 » Sat Sep 30, 2023 3:15 pm » in Personal Investments

0 Replies

231 Views

Last post by Jeffrey1954
Sat Sep 30, 2023 3:15 pm
Advisor in Dallas for DW post my death

Last post by txgolfer_19 « Fri Sep 29, 2023 9:24 pm
Posted in Personal Finance (Not Investing)

by txgolfer_19 » Fri Sep 29, 2023 9:24 pm » in Personal Finance (Not Investing)

0 Replies

283 Views

Last post by txgolfer_19
Fri Sep 29, 2023 9:24 pm
Carvana's free Limited Warranty

Last post by SingleLine « Thu Sep 28, 2023 2:42 pm
Posted in Personal Consumer Issues

by SingleLine » Thu Sep 28, 2023 2:42 pm » in Personal Consumer Issues

0 Replies

256 Views

Last post by SingleLine
Thu Sep 28, 2023 2:42 pm
link for seeing %s of MM treasury/fed obligations by month

Last post by rule of law guy « Thu Sep 28, 2023 11:09 am
Posted in Personal Finance (Not Investing)

by rule of law guy » Thu Sep 28, 2023 11:09 am » in Personal Finance (Not Investing)

0 Replies

171 Views

Last post by rule of law guy
Thu Sep 28, 2023 11:09 am
Transfer Transfer Credit Card Balance to save on HELOC interest

Last post by LeRoy1727 « Wed Sep 27, 2023 8:23 pm
Posted in Personal Finance (Not Investing)

by LeRoy1727 » Wed Sep 27, 2023 8:23 pm » in Personal Finance (Not Investing)

0 Replies

208 Views

Last post by LeRoy1727
Wed Sep 27, 2023 8:23 pm
Peer Street update

Last post by fabdog « Wed Sep 27, 2023 8:11 am
Posted in Personal Investments

by fabdog » Wed Sep 27, 2023 8:11 am » in Personal Investments

0 Replies

267 Views

Last post by fabdog
Wed Sep 27, 2023 8:11 am
Any ERTC filers? (Employee retention tax credit)

Last post by StevieG72 « Tue Sep 26, 2023 3:32 pm
Posted in Personal Finance (Not Investing)

by StevieG72 » Tue Sep 26, 2023 3:32 pm » in Personal Finance (Not Investing)

0 Replies

300 Views

Last post by StevieG72
Tue Sep 26, 2023 3:32 pm
PG/Costco Promotion

Last post by ee_guy « Tue Sep 26, 2023 1:25 pm
Posted in Investing - Theory, News & General

by ee_guy » Tue Sep 26, 2023 1:25 pm » in Investing - Theory, News & General

0 Replies

577 Views

Last post by ee_guy
Tue Sep 26, 2023 1:25 pm
OOMA Telo Air2 with HD3 Handsets

Last post by stargazerlily03 « Mon Sep 25, 2023 2:56 pm
Posted in Personal Consumer Issues

by stargazerlily03 » Mon Sep 25, 2023 2:56 pm » in Personal Consumer Issues

0 Replies

296 Views

Last post by stargazerlily03
Mon Sep 25, 2023 2:56 pm
Experiences with Harry Sit's Financial Advisor List?

Last post by Bennie « Mon Sep 25, 2023 2:47 pm
Posted in Personal Finance (Not Investing)

by Bennie » Mon Sep 25, 2023 2:47 pm » in Personal Finance (Not Investing)

0 Replies

316 Views

Last post by Bennie
Mon Sep 25, 2023 2:47 pm
"Correct" way of simplifying account post-ACATS transfer

Last post by larrycukes « Mon Sep 25, 2023 10:50 am
Posted in Personal Investments

by larrycukes » Mon Sep 25, 2023 10:50 am » in Personal Investments

0 Replies

211 Views

Last post by larrycukes
Mon Sep 25, 2023 10:50 am
FINRA Securities Helpline for Seniors

Last post by EagertoLearnMore « Mon Sep 25, 2023 8:26 am
Posted in Personal Consumer Issues

by EagertoLearnMore » Mon Sep 25, 2023 8:26 am » in Personal Consumer Issues

0 Replies

258 Views

Last post by EagertoLearnMore
Mon Sep 25, 2023 8:26 am
Partial Sale Of MLP Stock

Last post by OwenMeany@1 « Fri Sep 22, 2023 1:54 pm
Posted in Personal Investments

by OwenMeany@1 » Fri Sep 22, 2023 1:54 pm » in Personal Investments

0 Replies

242 Views

Last post by OwenMeany@1
Fri Sep 22, 2023 1:54 pm
Experience with working with justanswer.com?

Last post by investing engineer « Mon Sep 18, 2023 1:53 am
Posted in Personal Finance (Not Investing)

by investing engineer » Mon Sep 18, 2023 1:53 am » in Personal Finance (Not Investing)

0 Replies

441 Views

Last post by investing engineer
Mon Sep 18, 2023 1:53 am
How to know about upcoming GSE auctions?

Last post by mikebh « Sat Sep 16, 2023 9:43 pm
Posted in Personal Investments

by mikebh » Sat Sep 16, 2023 9:43 pm » in Personal Investments

0 Replies

183 Views

Last post by mikebh
Sat Sep 16, 2023 9:43 pm
California S-corp return, schedule M-2

Last post by comeinvest « Sat Sep 16, 2023 6:44 pm
Posted in Personal Finance (Not Investing)

by comeinvest » Sat Sep 16, 2023 6:44 pm » in Personal Finance (Not Investing)

0 Replies

232 Views

Last post by comeinvest
Sat Sep 16, 2023 6:44 pm
Condo Basis? Capital loss?

Last post by LotsaGray « Thu Sep 14, 2023 1:34 pm
Posted in Personal Finance (Not Investing)

by LotsaGray » Thu Sep 14, 2023 1:34 pm » in Personal Finance (Not Investing)

0 Replies

278 Views

Last post by LotsaGray
Thu Sep 14, 2023 1:34 pm
Syndicate Settlement

Last post by JMMYM « Thu Sep 14, 2023 1:11 pm
Posted in Personal Consumer Issues

by JMMYM » Thu Sep 14, 2023 1:11 pm » in Personal Consumer Issues

0 Replies

294 Views

Last post by JMMYM
Thu Sep 14, 2023 1:11 pm
WSJ reporter doing story on Millennial auto-enroll in 401k

Last post by Mel Lindauer « Wed Sep 13, 2023 7:46 pm
Posted in Investing - Theory, News & General

by Mel Lindauer » Wed Sep 13, 2023 7:46 pm » in Investing - Theory, News & General

0 Replies

576 Views

Last post by Mel Lindauer
Wed Sep 13, 2023 7:46 pm
Does Vanguard still notify you if Form 5500ez is required?

Last post by bookgirl « Wed Sep 13, 2023 11:24 am
Posted in Personal Investments

by bookgirl » Wed Sep 13, 2023 11:24 am » in Personal Investments

0 Replies

269 Views

Last post by bookgirl
Wed Sep 13, 2023 11:24 am
FHLB 6.20% 09/18/2030 Aaa/AA+ Callable:Yes [Federal Home Loan Bank bond - spread?]

Last post by pjmurray41 « Tue Sep 12, 2023 6:00 pm
Posted in Personal Investments

by pjmurray41 » Tue Sep 12, 2023 6:00 pm » in Personal Investments

0 Replies

257 Views

Last post by pjmurray41
Tue Sep 12, 2023 6:00 pm
A check rather than ACH transfer from brokerage account

Last post by dh « Tue Sep 12, 2023 12:27 pm
Posted in Personal Investments

by dh » Tue Sep 12, 2023 12:27 pm » in Personal Investments

0 Replies

301 Views

Last post by dh
Tue Sep 12, 2023 12:27 pm
Federal Retirees/GEHA Dental/Is this typical?

Last post by LaurenRose « Mon Sep 11, 2023 2:04 pm
Posted in Personal Finance (Not Investing)

by LaurenRose » Mon Sep 11, 2023 2:04 pm » in Personal Finance (Not Investing)

0 Replies

275 Views

Last post by LaurenRose
Mon Sep 11, 2023 2:04 pm
US funds not witholding taxes in Spain

Last post by international001 « Mon Sep 11, 2023 12:41 pm
Posted in Non-US Investing

by international001 » Mon Sep 11, 2023 12:41 pm » in Non-US Investing

0 Replies

1782 Views

Last post by international001
Mon Sep 11, 2023 12:41 pm
9/11 Remembrance

Last post by Parkinglotracer « Sun Sep 10, 2023 10:25 pm
Posted in US Chapters

by Parkinglotracer » Sun Sep 10, 2023 10:25 pm » in US Chapters

0 Replies

1195 Views

Last post by Parkinglotracer
Sun Sep 10, 2023 10:25 pm
Is my calculation correct?

Last post by KnowNth « Sun Sep 10, 2023 2:29 am
Posted in Personal Investments

by KnowNth » Sun Sep 10, 2023 2:29 am » in Personal Investments

0 Replies

483 Views

Last post by KnowNth
Sun Sep 10, 2023 2:29 am
Ohio property tax appeal company?

Last post by urban « Sat Sep 09, 2023 11:25 pm
Posted in Personal Finance (Not Investing)

by urban » Sat Sep 09, 2023 11:25 pm » in Personal Finance (Not Investing)

0 Replies

376 Views

Last post by urban
Sat Sep 09, 2023 11:25 pm
BH's Get Nice Mention on Economist Podcast

Last post by Bill Bernstein « Fri Sep 08, 2023 1:07 pm
Posted in Personal Investments

by Bill Bernstein » Fri Sep 08, 2023 1:07 pm » in Personal Investments

0 Replies

455 Views

Last post by Bill Bernstein
Fri Sep 08, 2023 1:07 pm
TSP Withdraw - Docusign down

Last post by SeaDog « Fri Sep 08, 2023 9:43 am
Posted in Personal Finance (Not Investing)

by SeaDog » Fri Sep 08, 2023 9:43 am » in Personal Finance (Not Investing)

0 Replies

301 Views

Last post by SeaDog
Fri Sep 08, 2023 9:43 am
Equity Asset Class Returns

Last post by Gaston « Thu Sep 07, 2023 1:23 pm
Posted in Investing - Theory, News & General

by Gaston » Thu Sep 07, 2023 1:23 pm » in Investing - Theory, News & General

0 Replies

308 Views

Last post by Gaston
Thu Sep 07, 2023 1:23 pm
Legal Plan Coverage - What Excluded?

Last post by akz « Thu Sep 07, 2023 11:25 am
Posted in Personal Finance (Not Investing)

by akz » Thu Sep 07, 2023 11:25 am » in Personal Finance (Not Investing)

0 Replies

169 Views

Last post by akz
Thu Sep 07, 2023 11:25 am
Global Atlantic cybersecurity incident

Last post by AlwaysLearningMore « Thu Sep 07, 2023 10:03 am
Posted in Personal Investments

by AlwaysLearningMore » Thu Sep 07, 2023 10:03 am » in Personal Investments

0 Replies

350 Views

Last post by AlwaysLearningMore
Thu Sep 07, 2023 10:03 am
Should I include share of partnership LLC value in net worth calculation for umbrella insurance?

Last post by westtx28 « Wed Sep 06, 2023 5:15 pm
Posted in Personal Finance (Not Investing)

by westtx28 » Wed Sep 06, 2023 5:15 pm » in Personal Finance (Not Investing)

0 Replies

278 Views

Last post by westtx28
Wed Sep 06, 2023 5:15 pm
Open limit order about to expire- and execute!

Last post by ekid « Tue Sep 05, 2023 3:29 pm
Posted in Personal Investments

by ekid » Tue Sep 05, 2023 3:29 pm » in Personal Investments

0 Replies

384 Views

Last post by ekid
Tue Sep 05, 2023 3:29 pm
Maxifi Labor Day Sale 20 Percent Off

Last post by Hebell « Mon Sep 04, 2023 2:06 pm
Posted in Personal Investments

by Hebell » Mon Sep 04, 2023 2:06 pm » in Personal Investments

0 Replies

395 Views

Last post by Hebell
Mon Sep 04, 2023 2:06 pm
Hedge Fund Short Stock Impact to Retail Investor

Last post by DTalos « Sat Sep 02, 2023 4:52 pm
Posted in Investing - Theory, News & General

by DTalos » Sat Sep 02, 2023 4:52 pm » in Investing - Theory, News & General

0 Replies

387 Views

Last post by DTalos
Sat Sep 02, 2023 4:52 pm
Box spreads

Last post by jdadj « Sat Sep 02, 2023 2:49 am
Posted in Personal Investments

by jdadj » Sat Sep 02, 2023 2:49 am » in Personal Investments

0 Replies

380 Views

Last post by jdadj
Sat Sep 02, 2023 2:49 am
Vacation Rental Lesson Learned

Last post by tadamsmar « Thu Aug 31, 2023 9:53 am
Posted in Personal Consumer Issues

by tadamsmar » Thu Aug 31, 2023 9:53 am » in Personal Consumer Issues

0 Replies

659 Views

Last post by tadamsmar
Thu Aug 31, 2023 9:53 am

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