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Correcting excess Roth IRA and 401k contributions

Last post by theJet2014 « Wed Oct 17, 2018 8:22 pm
Posted in Investing - Help with Personal Investments

by theJet2014 » Wed Oct 17, 2018 8:22 pm » in Investing - Help with Personal Investments

0 Replies

32 Views

Last post by theJet2014
Wed Oct 17, 2018 8:22 pm
Federal Blue Cross Basic or Standard for Knee Surgery

Last post by Chubby-Panda « Wed Oct 17, 2018 8:01 pm
Posted in Personal Finance (Not Investing)

by Chubby-Panda » Wed Oct 17, 2018 8:01 pm » in Personal Finance (Not Investing)

0 Replies

40 Views

Last post by Chubby-Panda
Wed Oct 17, 2018 8:01 pm
Budget for post-65 health/dental/vision/hearing

Last post by NoHeat « Wed Oct 17, 2018 7:56 pm
Posted in Personal Finance (Not Investing)

by NoHeat » Wed Oct 17, 2018 7:56 pm » in Personal Finance (Not Investing)

0 Replies

74 Views

Last post by NoHeat
Wed Oct 17, 2018 7:56 pm
Rollover help - Roth 401(k) w/ employer contributions

Last post by DollarsInMyRamen « Wed Oct 17, 2018 7:29 pm
Posted in Investing - Help with Personal Investments

by DollarsInMyRamen » Wed Oct 17, 2018 7:29 pm » in Investing - Help with Personal Investments

0 Replies

57 Views

Last post by DollarsInMyRamen
Wed Oct 17, 2018 7:29 pm
Kids inherited $8,000 each - 529 or regular brokerage?

Last post by ParlayBogle « Wed Oct 17, 2018 7:28 pm
Posted in Personal Finance (Not Investing)

by ParlayBogle » Wed Oct 17, 2018 7:28 pm » in Personal Finance (Not Investing)

0 Replies

107 Views

Last post by ParlayBogle
Wed Oct 17, 2018 7:28 pm
Local review of Truecar

Last post by dm200 « Wed Oct 17, 2018 2:59 pm
Posted in Personal Finance (Not Investing)

by dm200 » Wed Oct 17, 2018 2:59 pm » in Personal Finance (Not Investing)

0 Replies

180 Views

Last post by dm200
Wed Oct 17, 2018 2:59 pm
Larry Swedroe: Trend Following & Managed Futures

Last post by Random Walker « Wed Oct 17, 2018 9:10 am
Posted in Investing - Theory, News & General

by Random Walker » Wed Oct 17, 2018 9:10 am » in Investing - Theory, News & General

0 Replies

114 Views

Last post by Random Walker
Wed Oct 17, 2018 9:10 am
portfolio, plan and early retirement

Last post by SSM1 « Tue Oct 16, 2018 9:49 pm
Posted in Investing - Help with Personal Investments

by SSM1 » Tue Oct 16, 2018 9:49 pm » in Investing - Help with Personal Investments

0 Replies

212 Views

Last post by SSM1
Tue Oct 16, 2018 9:49 pm
projected 2018 dividends and CGs vs 2017

Last post by SpideyIndexer « Tue Oct 16, 2018 8:59 pm
Posted in Investing - Help with Personal Investments

by SpideyIndexer » Tue Oct 16, 2018 8:59 pm » in Investing - Help with Personal Investments

0 Replies

145 Views

Last post by SpideyIndexer
Tue Oct 16, 2018 8:59 pm
How long for Social Security to issue new card for name change?

Last post by Rainmaker41 « Tue Oct 16, 2018 8:35 pm
Posted in Personal Consumer Issues

by Rainmaker41 » Tue Oct 16, 2018 8:35 pm » in Personal Consumer Issues

0 Replies

109 Views

Last post by Rainmaker41
Tue Oct 16, 2018 8:35 pm
Will Uber card pay for Amazon Prime Student membership?

Last post by Ndop « Tue Oct 16, 2018 12:00 pm
Posted in Personal Consumer Issues

by Ndop » Tue Oct 16, 2018 12:00 pm » in Personal Consumer Issues

0 Replies

147 Views

Last post by Ndop
Tue Oct 16, 2018 12:00 pm
Gift Tax form f709 Schedule B for prior 529 contributions

Last post by RKS2000 « Tue Oct 16, 2018 12:03 am
Posted in Personal Finance (Not Investing)

by RKS2000 » Tue Oct 16, 2018 12:03 am » in Personal Finance (Not Investing)

0 Replies

109 Views

Last post by RKS2000
Tue Oct 16, 2018 12:03 am
Help with gift tax form 709

Last post by sj1961 « Mon Oct 15, 2018 3:26 pm
Posted in Personal Finance (Not Investing)

by sj1961 » Mon Oct 15, 2018 3:26 pm » in Personal Finance (Not Investing)

0 Replies

93 Views

Last post by sj1961
Mon Oct 15, 2018 3:26 pm
PSA: Colorado 529, Employers can contribute to employee and get a 20% tax credit

Last post by ChinchillaWhiplash « Mon Oct 15, 2018 1:58 pm
Posted in Investing - Theory, News & General

by ChinchillaWhiplash » Mon Oct 15, 2018 1:58 pm » in Investing - Theory, News & General

0 Replies

125 Views

Last post by ChinchillaWhiplash
Mon Oct 15, 2018 1:58 pm
Vanguard and Equities

Last post by newstreetnj « Sun Oct 14, 2018 6:26 pm
Posted in Investing - Help with Personal Investments

by newstreetnj » Sun Oct 14, 2018 6:26 pm » in Investing - Help with Personal Investments

0 Replies

236 Views

Last post by newstreetnj
Sun Oct 14, 2018 6:26 pm
MLP K-1 Tax Reporting

Last post by rwbil « Sun Oct 14, 2018 1:48 pm
Posted in Personal Finance (Not Investing)

by rwbil » Sun Oct 14, 2018 1:48 pm » in Personal Finance (Not Investing)

0 Replies

79 Views

Last post by rwbil
Sun Oct 14, 2018 1:48 pm
Heloc vs. mortgage

Last post by Heagy80 « Sun Oct 14, 2018 10:25 am
Posted in Personal Finance (Not Investing)

by Heagy80 » Sun Oct 14, 2018 10:25 am » in Personal Finance (Not Investing)

0 Replies

118 Views

Last post by Heagy80
Sun Oct 14, 2018 10:25 am
[Nuveen bonds in CA - thoughts?]

Last post by andy2012 « Sun Oct 14, 2018 8:59 am
Posted in Investing - Help with Personal Investments

by andy2012 » Sun Oct 14, 2018 8:59 am » in Investing - Help with Personal Investments

0 Replies

20 Views

Last post by andy2012
Sun Oct 14, 2018 8:59 am
Anyone Used Medigap from Health Net?

Last post by BetaTracker « Sat Oct 13, 2018 8:40 pm
Posted in Personal Finance (Not Investing)

by BetaTracker » Sat Oct 13, 2018 8:40 pm » in Personal Finance (Not Investing)

0 Replies

108 Views

Last post by BetaTracker
Sat Oct 13, 2018 8:40 pm
ios12 incoming call number scroll - disable scroll?

Last post by BoxOfUpticks « Sat Oct 13, 2018 5:28 pm
Posted in Personal Consumer Issues

by BoxOfUpticks » Sat Oct 13, 2018 5:28 pm » in Personal Consumer Issues

0 Replies

166 Views

Last post by BoxOfUpticks
Sat Oct 13, 2018 5:28 pm
Has anyone opt-out/declined employer-paid disability insurance?

Last post by tjhar « Fri Oct 12, 2018 6:15 pm
Posted in Personal Finance (Not Investing)

by tjhar » Fri Oct 12, 2018 6:15 pm » in Personal Finance (Not Investing)

0 Replies

197 Views

Last post by tjhar
Fri Oct 12, 2018 6:15 pm
FPX Services - strange debit email

Last post by htdrag11 « Fri Oct 12, 2018 8:34 am
Posted in Personal Finance (Not Investing)

by htdrag11 » Fri Oct 12, 2018 8:34 am » in Personal Finance (Not Investing)

0 Replies

108 Views

Last post by htdrag11
Fri Oct 12, 2018 8:34 am
Charting and performance software

Last post by FBN2014 « Fri Oct 12, 2018 4:12 am
Posted in Investing - Help with Personal Investments

by FBN2014 » Fri Oct 12, 2018 4:12 am » in Investing - Help with Personal Investments

0 Replies

127 Views

Last post by FBN2014
Fri Oct 12, 2018 4:12 am
DELETE

Last post by Calygos « Thu Oct 11, 2018 3:52 pm
Posted in Investing - Theory, News & General

by Calygos » Thu Oct 11, 2018 3:52 pm » in Investing - Theory, News & General

0 Replies

181 Views

Last post by Calygos
Thu Oct 11, 2018 3:52 pm
Allan Roth: Creating Alpha Through Beta Funds

Last post by Random Walker « Thu Oct 11, 2018 9:09 am
Posted in Investing - Theory, News & General

by Random Walker » Thu Oct 11, 2018 9:09 am » in Investing - Theory, News & General

0 Replies

142 Views

Last post by Random Walker
Thu Oct 11, 2018 9:09 am
Historical Fund P/E Data

Last post by mgm80 « Wed Oct 10, 2018 4:46 pm
Posted in Investing - Theory, News & General

by mgm80 » Wed Oct 10, 2018 4:46 pm » in Investing - Theory, News & General

0 Replies

34 Views

Last post by mgm80
Wed Oct 10, 2018 4:46 pm
Worried about a “narrow” stock market? Read on.

Last post by vineviz « Tue Oct 09, 2018 6:51 pm
Posted in Investing - Theory, News & General

by vineviz » Tue Oct 09, 2018 6:51 pm » in Investing - Theory, News & General

0 Replies

371 Views

Last post by vineviz
Tue Oct 09, 2018 6:51 pm
Whither Excess Roth Contributions? (taxable account vs non-deductible tIRA)

Last post by Todd8D « Tue Oct 09, 2018 3:47 pm
Posted in Personal Finance (Not Investing)

by Todd8D » Tue Oct 09, 2018 3:47 pm » in Personal Finance (Not Investing)

0 Replies

88 Views

Last post by Todd8D
Tue Oct 09, 2018 3:47 pm
Barrons reporting about the Fund Industry in trouble

Last post by beth65 « Tue Oct 09, 2018 9:13 am
Posted in Investing - Theory, News & General

by beth65 » Tue Oct 09, 2018 9:13 am » in Investing - Theory, News & General

0 Replies

318 Views

Last post by beth65
Tue Oct 09, 2018 9:13 am
Personal Capital- criteria of Average vs Poor market

Last post by skor99 « Mon Oct 08, 2018 5:58 pm
Posted in Personal Finance (Not Investing)

by skor99 » Mon Oct 08, 2018 5:58 pm » in Personal Finance (Not Investing)

0 Replies

207 Views

Last post by skor99
Mon Oct 08, 2018 5:58 pm
Whole life: question on specific underlying assumptions

Last post by SeattleBogleHead95 « Mon Oct 08, 2018 4:04 pm
Posted in Personal Finance (Not Investing)

by SeattleBogleHead95 » Mon Oct 08, 2018 4:04 pm » in Personal Finance (Not Investing)

0 Replies

92 Views

Last post by SeattleBogleHead95
Mon Oct 08, 2018 4:04 pm
Jack Bogle's Bogleheads Keep Investing Simple. You Should Too. WSJ

Last post by Lobster « Mon Oct 08, 2018 11:04 am
Posted in Investing - Theory, News & General

by Lobster » Mon Oct 08, 2018 11:04 am » in Investing - Theory, News & General

0 Replies

250 Views

Last post by Lobster
Mon Oct 08, 2018 11:04 am
I really need help

Last post by MaxxB « Sun Oct 07, 2018 8:15 pm
Posted in Investing - Help with Personal Investments

by MaxxB » Sun Oct 07, 2018 8:15 pm » in Investing - Help with Personal Investments

0 Replies

218 Views

Last post by MaxxB
Sun Oct 07, 2018 8:15 pm
529 Qs - parents as beneficiaries?

Last post by ephu437 « Sun Oct 07, 2018 8:10 pm
Posted in Investing - Help with Personal Investments

by ephu437 » Sun Oct 07, 2018 8:10 pm » in Investing - Help with Personal Investments

0 Replies

182 Views

Last post by ephu437
Sun Oct 07, 2018 8:10 pm
S Corp Owner with FIRE goal: How to stay in the 12% MFJ tax bracket?

Last post by Mako52 « Sun Oct 07, 2018 7:13 pm
Posted in Personal Finance (Not Investing)

by Mako52 » Sun Oct 07, 2018 7:13 pm » in Personal Finance (Not Investing)

0 Replies

186 Views

Last post by Mako52
Sun Oct 07, 2018 7:13 pm
Medicare Premium Billing and EZ Pay Experiences

Last post by SpideyIndexer « Sun Oct 07, 2018 4:55 pm
Posted in Personal Finance (Not Investing)

by SpideyIndexer » Sun Oct 07, 2018 4:55 pm » in Personal Finance (Not Investing)

0 Replies

163 Views

Last post by SpideyIndexer
Sun Oct 07, 2018 4:55 pm
Annuity disbursment question

Last post by edsel59 « Sun Oct 07, 2018 11:31 am
Posted in Investing - Help with Personal Investments

by edsel59 » Sun Oct 07, 2018 11:31 am » in Investing - Help with Personal Investments

0 Replies

105 Views

Last post by edsel59
Sun Oct 07, 2018 11:31 am
Virtual Assistants

Last post by bagelhead « Sat Oct 06, 2018 2:39 pm
Posted in Personal Consumer Issues

by bagelhead » Sat Oct 06, 2018 2:39 pm » in Personal Consumer Issues

0 Replies

191 Views

Last post by bagelhead
Sat Oct 06, 2018 2:39 pm
Fidelity and Schwab

Last post by SlowMovingInvestor « Sat Oct 06, 2018 2:33 pm
Posted in Investing - Theory, News & General

by SlowMovingInvestor » Sat Oct 06, 2018 2:33 pm » in Investing - Theory, News & General

0 Replies

306 Views

Last post by SlowMovingInvestor
Sat Oct 06, 2018 2:33 pm
Individual Vanguard investments in France

Last post by Leroielu « Sat Oct 06, 2018 11:26 am
Posted in Investing - Help with Personal Investments

by Leroielu » Sat Oct 06, 2018 11:26 am » in Investing - Help with Personal Investments

0 Replies

93 Views

Last post by Leroielu
Sat Oct 06, 2018 11:26 am
Moving account from Merrill to Vanguard

Last post by dbrbluv « Fri Oct 05, 2018 5:10 pm
Posted in Investing - Help with Personal Investments

by dbrbluv » Fri Oct 05, 2018 5:10 pm » in Investing - Help with Personal Investments

0 Replies

120 Views

Last post by dbrbluv
Fri Oct 05, 2018 5:10 pm
Vanguard and Fidelity newsletters

Last post by FBN2014 « Fri Oct 05, 2018 10:47 am
Posted in Investing - Theory, News & General

by FBN2014 » Fri Oct 05, 2018 10:47 am » in Investing - Theory, News & General

0 Replies

231 Views

Last post by FBN2014
Fri Oct 05, 2018 10:47 am
Settlement day (Columbus day)

Last post by indexfundfan « Thu Oct 04, 2018 12:53 pm
Posted in Investing - Help with Personal Investments

by indexfundfan » Thu Oct 04, 2018 12:53 pm » in Investing - Help with Personal Investments

0 Replies

227 Views

Last post by indexfundfan
Thu Oct 04, 2018 12:53 pm
Do I have a rollover Roth IRA? (Is there such a thing?)

Last post by eukonomos « Thu Oct 04, 2018 9:28 am
Posted in Investing - Help with Personal Investments

by eukonomos » Thu Oct 04, 2018 9:28 am » in Investing - Help with Personal Investments

0 Replies

130 Views

Last post by eukonomos
Thu Oct 04, 2018 9:28 am
Estimating amount needed for Graduate Student loans

Last post by scsiguru « Wed Oct 03, 2018 5:51 pm
Posted in Personal Finance (Not Investing)

by scsiguru » Wed Oct 03, 2018 5:51 pm » in Personal Finance (Not Investing)

0 Replies

136 Views

Last post by scsiguru
Wed Oct 03, 2018 5:51 pm
TSP Webcast at SEC Conference 10/2/2018

Last post by TimeRunner « Wed Oct 03, 2018 1:38 pm
Posted in Investing - Theory, News & General

by TimeRunner » Wed Oct 03, 2018 1:38 pm » in Investing - Theory, News & General

0 Replies

139 Views

Last post by TimeRunner
Wed Oct 03, 2018 1:38 pm
WSJ today (preaching to the converted here).

Last post by rgs92 « Mon Oct 01, 2018 6:40 pm
Posted in Investing - Theory, News & General

by rgs92 » Mon Oct 01, 2018 6:40 pm » in Investing - Theory, News & General

0 Replies

674 Views

Last post by rgs92
Mon Oct 01, 2018 6:40 pm
Incremental returns for treasuries

Last post by edgeagg « Mon Oct 01, 2018 5:37 pm
Posted in Investing - Theory, News & General

by edgeagg » Mon Oct 01, 2018 5:37 pm » in Investing - Theory, News & General

0 Replies

197 Views

Last post by edgeagg
Mon Oct 01, 2018 5:37 pm
Honolulu Chapter, Anyone?

Last post by HIinvestor « Mon Oct 01, 2018 4:01 am
Posted in Local Chapters and Bogleheads Community

by HIinvestor » Mon Oct 01, 2018 4:01 am » in Local Chapters and Bogleheads Community

0 Replies

148 Views

Last post by HIinvestor
Mon Oct 01, 2018 4:01 am
Nice FIRE Net Worth Blog 2005-2015

Last post by btr « Sat Sep 29, 2018 6:46 pm
Posted in Investing - Theory, News & General

by btr » Sat Sep 29, 2018 6:46 pm » in Investing - Theory, News & General

0 Replies

688 Views

Last post by btr
Sat Sep 29, 2018 6:46 pm

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