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2025 Tax Safe Harbor - Non-recurring Income

Last post by 2ndgen « Mon Feb 17, 2025 11:11 am
Posted in Personal Finance (Not Investing)

by 2ndgen » Mon Feb 17, 2025 11:11 am » in Personal Finance (Not Investing)

0 Replies

33 Views

Last post by 2ndgen
Mon Feb 17, 2025 11:11 am
Criteria for buying TIPS in Secondary Market

Last post by carolinaman « Mon Feb 17, 2025 10:29 am
Posted in Personal Investments

by carolinaman » Mon Feb 17, 2025 10:29 am » in Personal Investments

0 Replies

58 Views

Last post by carolinaman
Mon Feb 17, 2025 10:29 am
How to handle deceased mothers taxes and RMDs

Last post by punkinhead « Mon Feb 17, 2025 10:15 am
Posted in Personal Finance (Not Investing)

by punkinhead » Mon Feb 17, 2025 10:15 am » in Personal Finance (Not Investing)

0 Replies

73 Views

Last post by punkinhead
Mon Feb 17, 2025 10:15 am
TurboTax Issue 1099-S and 1031 Like-Kind Exchange

Last post by LFrugal « Mon Feb 17, 2025 10:05 am
Posted in Personal Finance (Not Investing)

by LFrugal » Mon Feb 17, 2025 10:05 am » in Personal Finance (Not Investing)

0 Replies

48 Views

Last post by LFrugal
Mon Feb 17, 2025 10:05 am
1 year into retirement - pls critique my plans!

Last post by Simpleplease « Mon Feb 17, 2025 1:53 am
Posted in Personal Investments

by Simpleplease » Mon Feb 17, 2025 1:53 am » in Personal Investments

0 Replies

328 Views

Last post by Simpleplease
Mon Feb 17, 2025 1:53 am
HR Block form 8880 bug

Last post by vtMaps « Sun Feb 16, 2025 2:24 pm
Posted in Personal Finance (Not Investing)

by vtMaps » Sun Feb 16, 2025 2:24 pm » in Personal Finance (Not Investing)

0 Replies

146 Views

Last post by vtMaps
Sun Feb 16, 2025 2:24 pm
Bookmarks / Subcriptions / Watched Topics?

Last post by yankees60 « Sun Feb 16, 2025 10:35 am
Posted in Forum Issues and Administration

by yankees60 » Sun Feb 16, 2025 10:35 am » in Forum Issues and Administration

0 Replies

117 Views

Last post by yankees60
Sun Feb 16, 2025 10:35 am
Understanding TIPS gain computation

Last post by WishingWell « Sat Feb 15, 2025 6:48 pm
Posted in Personal Investments

by WishingWell » Sat Feb 15, 2025 6:48 pm » in Personal Investments

0 Replies

250 Views

Last post by WishingWell
Sat Feb 15, 2025 6:48 pm
Tax Preparer for 2024 taxes

Last post by Rogue1 « Sat Feb 15, 2025 4:47 pm
Posted in Personal Finance (Not Investing)

by Rogue1 » Sat Feb 15, 2025 4:47 pm » in Personal Finance (Not Investing)

0 Replies

278 Views

Last post by Rogue1
Sat Feb 15, 2025 4:47 pm
Portfolio checking in after a few years

Last post by case_of_ennui « Sat Feb 15, 2025 3:22 pm
Posted in Personal Investments

by case_of_ennui » Sat Feb 15, 2025 3:22 pm » in Personal Investments

0 Replies

290 Views

Last post by case_of_ennui
Sat Feb 15, 2025 3:22 pm
Roth convert using Mortgage Refi?

Last post by retire57nh « Sat Feb 15, 2025 2:19 pm
Posted in Personal Investments

by retire57nh » Sat Feb 15, 2025 2:19 pm » in Personal Investments

0 Replies

199 Views

Last post by retire57nh
Sat Feb 15, 2025 2:19 pm
Several VPW Scenarios

Last post by skipper « Sat Feb 15, 2025 8:40 am
Posted in Investing - Theory, News & General

by skipper » Sat Feb 15, 2025 8:40 am » in Investing - Theory, News & General

0 Replies

261 Views

Last post by skipper
Sat Feb 15, 2025 8:40 am
USFR W/ weekly floating rate and rate environment

Last post by runr « Fri Feb 14, 2025 3:55 pm
Posted in Investing - Theory, News & General

by runr » Fri Feb 14, 2025 3:55 pm » in Investing - Theory, News & General

0 Replies

254 Views

Last post by runr
Fri Feb 14, 2025 3:55 pm
Any US expats with experience in Ireland non-domiciled tax situation?

Last post by unbiased « Fri Feb 14, 2025 3:35 pm
Posted in Non-US Investing

by unbiased » Fri Feb 14, 2025 3:35 pm » in Non-US Investing

0 Replies

285 Views

Last post by unbiased
Fri Feb 14, 2025 3:35 pm
MACU 18-month growth certificate @ 5.00%

Last post by geospatial « Fri Feb 14, 2025 11:52 am
Posted in Personal Investments

by geospatial » Fri Feb 14, 2025 11:52 am » in Personal Investments

0 Replies

234 Views

Last post by geospatial
Fri Feb 14, 2025 11:52 am
13% interest offered on SHYM by Fidelity Fully Paid Lending

Last post by boglemark3 « Fri Feb 14, 2025 11:06 am
Posted in Investing - Theory, News & General

by boglemark3 » Fri Feb 14, 2025 11:06 am » in Investing - Theory, News & General

0 Replies

274 Views

Last post by boglemark3
Fri Feb 14, 2025 11:06 am
Anyone use Robinhood Creadit Card?

Last post by runr « Fri Feb 14, 2025 10:47 am
Posted in Personal Consumer Issues

by runr » Fri Feb 14, 2025 10:47 am » in Personal Consumer Issues

0 Replies

147 Views

Last post by runr
Fri Feb 14, 2025 10:47 am
Foreign Tax Credit Carryover not exhausting

Last post by shahhere « Thu Feb 13, 2025 1:15 pm
Posted in Personal Finance (Not Investing)

by shahhere » Thu Feb 13, 2025 1:15 pm » in Personal Finance (Not Investing)

0 Replies

206 Views

Last post by shahhere
Thu Feb 13, 2025 1:15 pm
JFLI, JPMorgan Flexible Income ETF, Launched Today 2/13/2025

Last post by Cocoa Beach Bum « Thu Feb 13, 2025 1:08 pm
Posted in Investing - Theory, News & General

by Cocoa Beach Bum » Thu Feb 13, 2025 1:08 pm » in Investing - Theory, News & General

0 Replies

312 Views

Last post by Cocoa Beach Bum
Thu Feb 13, 2025 1:08 pm
Designating 2024 for 2025 529->Roth rollover?

Last post by Zipster « Wed Feb 12, 2025 4:40 pm
Posted in Investing - Theory, News & General

by Zipster » Wed Feb 12, 2025 4:40 pm » in Investing - Theory, News & General

0 Replies

207 Views

Last post by Zipster
Wed Feb 12, 2025 4:40 pm
Email notifications not working

Last post by bogleboy « Wed Feb 12, 2025 3:30 am
Posted in Forum Issues and Administration

by bogleboy » Wed Feb 12, 2025 3:30 am » in Forum Issues and Administration

0 Replies

447 Views

Last post by bogleboy
Wed Feb 12, 2025 3:30 am
Fido vs. IBKR for Selling Box Spreads for Lifecycle Investing Leverage

Last post by pancakesbymike « Tue Feb 11, 2025 11:58 am
Posted in Investing - Theory, News & General

by pancakesbymike » Tue Feb 11, 2025 11:58 am » in Investing - Theory, News & General

0 Replies

242 Views

Last post by pancakesbymike
Tue Feb 11, 2025 11:58 am
Is Anyone else missing 1099s from Siebert?

Last post by Dufus « Tue Feb 11, 2025 10:29 am
Posted in Personal Finance (Not Investing)

by Dufus » Tue Feb 11, 2025 10:29 am » in Personal Finance (Not Investing)

0 Replies

116 Views

Last post by Dufus
Tue Feb 11, 2025 10:29 am
Why do hedged equity mutual funds have small distributions?

Last post by GaryA505 « Tue Feb 11, 2025 9:40 am
Posted in Investing - Theory, News & General

by GaryA505 » Tue Feb 11, 2025 9:40 am » in Investing - Theory, News & General

0 Replies

189 Views

Last post by GaryA505
Tue Feb 11, 2025 9:40 am
Employer Being Acquired - Estimated Tax Payments on Cash from Stock Swap

Last post by harrad « Mon Feb 10, 2025 3:28 pm
Posted in Personal Finance (Not Investing)

by harrad » Mon Feb 10, 2025 3:28 pm » in Personal Finance (Not Investing)

0 Replies

160 Views

Last post by harrad
Mon Feb 10, 2025 3:28 pm
Input on Vanguard secondary market purchase of callable agency bonds?

Last post by Maisie « Mon Feb 10, 2025 2:12 pm
Posted in Personal Investments

by Maisie » Mon Feb 10, 2025 2:12 pm » in Personal Investments

0 Replies

215 Views

Last post by Maisie
Mon Feb 10, 2025 2:12 pm
Taxable spin-off (Lennar)

Last post by psteinx « Mon Feb 10, 2025 10:46 am
Posted in Personal Finance (Not Investing)

by psteinx » Mon Feb 10, 2025 10:46 am » in Personal Finance (Not Investing)

0 Replies

230 Views

Last post by psteinx
Mon Feb 10, 2025 10:46 am
Deferred compensation plan payout strategy

Last post by long-term-investor « Mon Feb 10, 2025 7:33 am
Posted in Personal Finance (Not Investing)

by long-term-investor » Mon Feb 10, 2025 7:33 am » in Personal Finance (Not Investing)

0 Replies

272 Views

Last post by long-term-investor
Mon Feb 10, 2025 7:33 am
2024 Tax Situation: Deceased father, Trust and Beneficiaries

Last post by khr51 « Sun Feb 09, 2025 10:50 pm
Posted in Personal Finance (Not Investing)

by khr51 » Sun Feb 09, 2025 10:50 pm » in Personal Finance (Not Investing)

0 Replies

290 Views

Last post by khr51
Sun Feb 09, 2025 10:50 pm
VG Portfolio Watch not including VG 401(K)

Last post by zeep « Sun Feb 09, 2025 11:10 am
Posted in Personal Investments

by zeep » Sun Feb 09, 2025 11:10 am » in Personal Investments

0 Replies

211 Views

Last post by zeep
Sun Feb 09, 2025 11:10 am
1099 contractor and travel expenses, questions

Last post by Billgee70 « Sun Feb 09, 2025 7:34 am
Posted in Personal Finance (Not Investing)

by Billgee70 » Sun Feb 09, 2025 7:34 am » in Personal Finance (Not Investing)

0 Replies

104 Views

Last post by Billgee70
Sun Feb 09, 2025 7:34 am
Interest and dividend income reporting to SC while working in NC

Last post by Moneysaver4ever « Sat Feb 08, 2025 11:06 pm
Posted in Personal Finance (Not Investing)

by Moneysaver4ever » Sat Feb 08, 2025 11:06 pm » in Personal Finance (Not Investing)

0 Replies

138 Views

Last post by Moneysaver4ever
Sat Feb 08, 2025 11:06 pm
RTP, NC Chapter Meeting 12:00 Noon Saturday March 8, 2025

Last post by Steve Thorpe « Sat Feb 08, 2025 4:04 pm
Posted in US Chapters

by Steve Thorpe » Sat Feb 08, 2025 4:04 pm » in US Chapters

0 Replies

395 Views

Last post by Steve Thorpe
Sat Feb 08, 2025 4:04 pm
Reduction and waiver of CO PERA 457 fees for 2025

Last post by inepteft « Fri Feb 07, 2025 5:27 pm
Posted in Personal Investments

by inepteft » Fri Feb 07, 2025 5:27 pm » in Personal Investments

0 Replies

349 Views

Last post by inepteft
Fri Feb 07, 2025 5:27 pm
Here’s My Trick for Persistent Youtube on an iPad

Last post by Bagels « Fri Feb 07, 2025 7:02 am
Posted in Personal Consumer Issues

by Bagels » Fri Feb 07, 2025 7:02 am » in Personal Consumer Issues

0 Replies

792 Views

Last post by Bagels
Fri Feb 07, 2025 7:02 am
How to report 529 Plan contributions in state return using H&R Block Deluxe

Last post by tdhosi « Thu Feb 06, 2025 2:42 pm
Posted in Personal Investments

by tdhosi » Thu Feb 06, 2025 2:42 pm » in Personal Investments

0 Replies

365 Views

Last post by tdhosi
Thu Feb 06, 2025 2:42 pm
Form 1041 Excess Deductions

Last post by Rjline20 « Thu Feb 06, 2025 1:38 pm
Posted in Personal Finance (Not Investing)

by Rjline20 » Thu Feb 06, 2025 1:38 pm » in Personal Finance (Not Investing)

0 Replies

282 Views

Last post by Rjline20
Thu Feb 06, 2025 1:38 pm
TN Chapter?

Last post by Daah « Tue Feb 04, 2025 10:51 am
Posted in US Chapters

by Daah » Tue Feb 04, 2025 10:51 am » in US Chapters

0 Replies

1358 Views

Last post by Daah
Tue Feb 04, 2025 10:51 am
Closing an S Corp that may have residual income

Last post by MAYAN1 « Mon Feb 03, 2025 11:40 am
Posted in Personal Finance (Not Investing)

by MAYAN1 » Mon Feb 03, 2025 11:40 am » in Personal Finance (Not Investing)

0 Replies

555 Views

Last post by MAYAN1
Mon Feb 03, 2025 11:40 am
Charles Schwab International 1042-S

Last post by ukusinvestor « Mon Feb 03, 2025 10:12 am
Posted in Non-US Investing

by ukusinvestor » Mon Feb 03, 2025 10:12 am » in Non-US Investing

0 Replies

2281 Views

Last post by ukusinvestor
Mon Feb 03, 2025 10:12 am
US stocks ETF: Ireland or Luxembourg for an Italian citizen?

Last post by Speps « Sun Feb 02, 2025 6:05 am
Posted in Non-US Investing

by Speps » Sun Feb 02, 2025 6:05 am » in Non-US Investing

0 Replies

3544 Views

Last post by Speps
Sun Feb 02, 2025 6:05 am
Pleasant surprise - 401(k) adding VTWAX

Last post by Everlast311 « Sat Feb 01, 2025 11:44 am
Posted in Personal Investments

by Everlast311 » Sat Feb 01, 2025 11:44 am » in Personal Investments

0 Replies

1116 Views

Last post by Everlast311
Sat Feb 01, 2025 11:44 am
Historical Morningstar Ratings for Stocks

Last post by TomBH « Sat Feb 01, 2025 9:41 am
Posted in Personal Investments

by TomBH » Sat Feb 01, 2025 9:41 am » in Personal Investments

0 Replies

984 Views

Last post by TomBH
Sat Feb 01, 2025 9:41 am
Massachusetts M-4 exemptions for spouses and dependents

Last post by almeida « Thu Jan 30, 2025 8:39 am
Posted in Personal Finance (Not Investing)

by almeida » Thu Jan 30, 2025 8:39 am » in Personal Finance (Not Investing)

0 Replies

1626 Views

Last post by almeida
Thu Jan 30, 2025 8:39 am
[Looking for financial] Account management software

Last post by Willy p « Wed Jan 29, 2025 7:47 am
Posted in Personal Finance (Not Investing)

by Willy p » Wed Jan 29, 2025 7:47 am » in Personal Finance (Not Investing)

0 Replies

1777 Views

Last post by Willy p
Wed Jan 29, 2025 7:47 am
Reporting 2024 401k Rollover…is this correct?

Last post by ClassOf2021 « Wed Jan 29, 2025 6:36 am
Posted in Personal Finance (Not Investing)

by ClassOf2021 » Wed Jan 29, 2025 6:36 am » in Personal Finance (Not Investing)

0 Replies

1765 Views

Last post by ClassOf2021
Wed Jan 29, 2025 6:36 am
Save the Date: Bogleheads Conference Oct. 17-19, 2025

Last post by Bogle Center « Mon Jan 27, 2025 3:23 pm
Posted in Investing - Theory, News & General

by Bogle Center » Mon Jan 27, 2025 3:23 pm » in Investing - Theory, News & General

0 Replies

2280 Views

Last post by Bogle Center
Mon Jan 27, 2025 3:23 pm
529 SuperFund in last year

Last post by Needsomehelp « Mon Jan 27, 2025 12:43 pm
Posted in Personal Finance (Not Investing)

by Needsomehelp » Mon Jan 27, 2025 12:43 pm » in Personal Finance (Not Investing)

0 Replies

1872 Views

Last post by Needsomehelp
Mon Jan 27, 2025 12:43 pm
ETF Portfolio Advice for Taiwanese Citizen living in Germany

Last post by helen880201 « Sat Jan 25, 2025 7:56 am
Posted in Non-US Investing

by helen880201 » Sat Jan 25, 2025 7:56 am » in Non-US Investing

0 Replies

6039 Views

Last post by helen880201
Sat Jan 25, 2025 7:56 am
DPOA FL question

Last post by JBTX « Sat Jan 25, 2025 3:48 am
Posted in Personal Finance (Not Investing)

by JBTX » Sat Jan 25, 2025 3:48 am » in Personal Finance (Not Investing)

0 Replies

1637 Views

Last post by JBTX
Sat Jan 25, 2025 3:48 am

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