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10 year portfolio review and traditional versus Roth 401k advice

Last post by apc12 « Tue Feb 07, 2023 8:24 pm
Posted in Personal Investments

by apc12 » Tue Feb 07, 2023 8:24 pm » in Personal Investments

0 Replies

141 Views

Last post by apc12
Tue Feb 07, 2023 8:24 pm
[How do I correct my Form 1116 Foreign Tax Credit tax returns?]

Last post by SuffFI « Tue Feb 07, 2023 6:37 pm
Posted in Personal Finance (Not Investing)

by SuffFI » Tue Feb 07, 2023 6:37 pm » in Personal Finance (Not Investing)

0 Replies

76 Views

Last post by SuffFI
Tue Feb 07, 2023 6:37 pm
Vanguard's effective expenses are lower than Vanguard's published rates

Last post by tower « Tue Feb 07, 2023 9:14 am
Posted in Investing - Theory, News & General

by tower » Tue Feb 07, 2023 9:14 am » in Investing - Theory, News & General

0 Replies

253 Views

Last post by tower
Tue Feb 07, 2023 9:14 am
Do Singaporeans have to pay Singapore tax on dividends received from US-domiciled ETFs?

Last post by hkung « Tue Feb 07, 2023 7:50 am
Posted in Non-US Investing

by hkung » Tue Feb 07, 2023 7:50 am » in Non-US Investing

0 Replies

119 Views

Last post by hkung
Tue Feb 07, 2023 7:50 am
HomeStory

Last post by SpongeMonkey « Tue Feb 07, 2023 2:38 am
Posted in Personal Finance (Not Investing)

by SpongeMonkey » Tue Feb 07, 2023 2:38 am » in Personal Finance (Not Investing)

0 Replies

119 Views

Last post by SpongeMonkey
Tue Feb 07, 2023 2:38 am
Vanguard SEP IRA Question

Last post by fortyfour « Mon Feb 06, 2023 7:30 pm
Posted in Personal Investments

by fortyfour » Mon Feb 06, 2023 7:30 pm » in Personal Investments

0 Replies

71 Views

Last post by fortyfour
Mon Feb 06, 2023 7:30 pm
Fidelity Core Real Estate Fund

Last post by QBoy « Mon Feb 06, 2023 12:07 pm
Posted in Investing - Theory, News & General

by QBoy » Mon Feb 06, 2023 12:07 pm » in Investing - Theory, News & General

0 Replies

424 Views

Last post by QBoy
Mon Feb 06, 2023 12:07 pm
Washington Medical Leave and IRS

Last post by KRW « Mon Feb 06, 2023 10:24 am
Posted in Personal Finance (Not Investing)

by KRW » Mon Feb 06, 2023 10:24 am » in Personal Finance (Not Investing)

0 Replies

97 Views

Last post by KRW
Mon Feb 06, 2023 10:24 am
LTCi - short & fat vs long & thin

Last post by rustwood « Mon Feb 06, 2023 7:35 am
Posted in Personal Finance (Not Investing)

by rustwood » Mon Feb 06, 2023 7:35 am » in Personal Finance (Not Investing)

0 Replies

158 Views

Last post by rustwood
Mon Feb 06, 2023 7:35 am
Asset Allocation change help

Last post by JayRod « Mon Feb 06, 2023 7:15 am
Posted in Personal Investments

by JayRod » Mon Feb 06, 2023 7:15 am » in Personal Investments

0 Replies

177 Views

Last post by JayRod
Mon Feb 06, 2023 7:15 am
Help with Incorrect E*Trade Form 1099-Rs

Last post by HomeStretch « Sun Feb 05, 2023 10:11 pm
Posted in Personal Finance (Not Investing)

by HomeStretch » Sun Feb 05, 2023 10:11 pm » in Personal Finance (Not Investing)

0 Replies

137 Views

Last post by HomeStretch
Sun Feb 05, 2023 10:11 pm
landlord vs homeowner for Inflation Reduction Act clean energy benefits

Last post by SUP « Sun Feb 05, 2023 6:27 pm
Posted in Personal Finance (Not Investing)

by SUP » Sun Feb 05, 2023 6:27 pm » in Personal Finance (Not Investing)

0 Replies

192 Views

Last post by SUP
Sun Feb 05, 2023 6:27 pm
FYI -- Nice shoutout to Bh in Kiplinger's PFM

Last post by GettingComfortable « Sun Feb 05, 2023 8:35 am
Posted in Personal Finance (Not Investing)

by GettingComfortable » Sun Feb 05, 2023 8:35 am » in Personal Finance (Not Investing)

0 Replies

235 Views

Last post by GettingComfortable
Sun Feb 05, 2023 8:35 am
457 holdings

Last post by lakefront « Sat Feb 04, 2023 2:07 pm
Posted in Personal Investments

by lakefront » Sat Feb 04, 2023 2:07 pm » in Personal Investments

0 Replies

198 Views

Last post by lakefront
Sat Feb 04, 2023 2:07 pm
Anyone have OhmConnect?

Last post by papermario « Sat Feb 04, 2023 1:39 pm
Posted in Personal Consumer Issues

by papermario » Sat Feb 04, 2023 1:39 pm » in Personal Consumer Issues

0 Replies

190 Views

Last post by papermario
Sat Feb 04, 2023 1:39 pm
My identity cannot be verified by TurboTax-Intuit for Fidelity 1099s

Last post by cjonblanchard « Fri Feb 03, 2023 10:35 pm
Posted in Personal Finance (Not Investing)

by cjonblanchard » Fri Feb 03, 2023 10:35 pm » in Personal Finance (Not Investing)

0 Replies

246 Views

Last post by cjonblanchard
Fri Feb 03, 2023 10:35 pm
Advice regarding investments, self employment, properties, etc

Last post by WillowsProtector « Fri Feb 03, 2023 11:34 am
Posted in Personal Finance (Not Investing)

by WillowsProtector » Fri Feb 03, 2023 11:34 am » in Personal Finance (Not Investing)

0 Replies

70 Views

Last post by WillowsProtector
Fri Feb 03, 2023 11:34 am
How long do change of ownership processes take at VG?

Last post by Indianrock « Fri Feb 03, 2023 7:25 am
Posted in Personal Investments

by Indianrock » Fri Feb 03, 2023 7:25 am » in Personal Investments

0 Replies

138 Views

Last post by Indianrock
Fri Feb 03, 2023 7:25 am
QOLSYS Alarm System / Alarm.com

Last post by NYCaviator « Thu Feb 02, 2023 7:27 pm
Posted in Personal Consumer Issues

by NYCaviator » Thu Feb 02, 2023 7:27 pm » in Personal Consumer Issues

0 Replies

90 Views

Last post by NYCaviator
Thu Feb 02, 2023 7:27 pm
Anyone has experience using eSIM from eSim.me?

Last post by indexfundfan « Thu Feb 02, 2023 7:11 pm
Posted in Personal Consumer Issues

by indexfundfan » Thu Feb 02, 2023 7:11 pm » in Personal Consumer Issues

0 Replies

181 Views

Last post by indexfundfan
Thu Feb 02, 2023 7:11 pm
Amazon Seller Marketplace SAFE-T claim?

Last post by jplee3 « Thu Feb 02, 2023 10:02 am
Posted in Personal Consumer Issues

by jplee3 » Thu Feb 02, 2023 10:02 am » in Personal Consumer Issues

0 Replies

169 Views

Last post by jplee3
Thu Feb 02, 2023 10:02 am
Michigan Detroit City Tax Question

Last post by Pow3rTow3r « Wed Feb 01, 2023 5:44 pm
Posted in Personal Investments

by Pow3rTow3r » Wed Feb 01, 2023 5:44 pm » in Personal Investments

0 Replies

175 Views

Last post by Pow3rTow3r
Wed Feb 01, 2023 5:44 pm
Bonds: IBTA / VAGU?

Last post by TSRA « Wed Feb 01, 2023 2:03 pm
Posted in Non-US Investing

by TSRA » Wed Feb 01, 2023 2:03 pm » in Non-US Investing

0 Replies

318 Views

Last post by TSRA
Wed Feb 01, 2023 2:03 pm
Transfer "In Kind" from SEP IRA to Self Employed 401k

Last post by psriniva « Wed Feb 01, 2023 9:23 am
Posted in Personal Investments

by psriniva » Wed Feb 01, 2023 9:23 am » in Personal Investments

0 Replies

93 Views

Last post by psriniva
Wed Feb 01, 2023 9:23 am
Oregon partial year capital loss carryover

Last post by ryman554 « Tue Jan 31, 2023 8:26 pm
Posted in Personal Finance (Not Investing)

by ryman554 » Tue Jan 31, 2023 8:26 pm » in Personal Finance (Not Investing)

0 Replies

98 Views

Last post by ryman554
Tue Jan 31, 2023 8:26 pm
Holding Community Property in a Common Law State

Last post by vl15 « Tue Jan 31, 2023 5:30 pm
Posted in Personal Finance (Not Investing)

by vl15 » Tue Jan 31, 2023 5:30 pm » in Personal Finance (Not Investing)

0 Replies

137 Views

Last post by vl15
Tue Jan 31, 2023 5:30 pm
Pralana Gold update

Last post by Tom_T « Mon Jan 30, 2023 12:20 pm
Posted in Personal Finance (Not Investing)

by Tom_T » Mon Jan 30, 2023 12:20 pm » in Personal Finance (Not Investing)

0 Replies

227 Views

Last post by Tom_T
Mon Jan 30, 2023 12:20 pm
Odd issue with Facebook Security

Last post by LaurenRose « Mon Jan 30, 2023 5:55 am
Posted in Personal Consumer Issues

by LaurenRose » Mon Jan 30, 2023 5:55 am » in Personal Consumer Issues

0 Replies

296 Views

Last post by LaurenRose
Mon Jan 30, 2023 5:55 am
IRS interest rates increased for Form 2210 in 2022

Last post by FrankLUSMC « Mon Jan 30, 2023 5:18 am
Posted in Personal Finance (Not Investing)

by FrankLUSMC » Mon Jan 30, 2023 5:18 am » in Personal Finance (Not Investing)

0 Replies

184 Views

Last post by FrankLUSMC
Mon Jan 30, 2023 5:18 am
Mortgage Rates

Last post by mini1 « Sun Jan 29, 2023 5:38 pm
Posted in Personal Finance (Not Investing)

by mini1 » Sun Jan 29, 2023 5:38 pm » in Personal Finance (Not Investing)

0 Replies

342 Views

Last post by mini1
Sun Jan 29, 2023 5:38 pm
Portfolio advice - any pre-retirement suggestions from a tax perspective?

Last post by Exillon « Sun Jan 29, 2023 3:00 pm
Posted in Personal Investments

by Exillon » Sun Jan 29, 2023 3:00 pm » in Personal Investments

0 Replies

148 Views

Last post by Exillon
Sun Jan 29, 2023 3:00 pm
PBS Film: When I'm 65 is now on YouTube

Last post by Harmanic « Sun Jan 29, 2023 9:48 am
Posted in Investing - Theory, News & General

by Harmanic » Sun Jan 29, 2023 9:48 am » in Investing - Theory, News & General

0 Replies

682 Views

Last post by Harmanic
Sun Jan 29, 2023 9:48 am
VA Loan Mortgage Interest Deductibility Cap - Does $750k Limit Apply?

Last post by abracadabra11 « Sat Jan 28, 2023 7:29 am
Posted in Personal Finance (Not Investing)

by abracadabra11 » Sat Jan 28, 2023 7:29 am » in Personal Finance (Not Investing)

0 Replies

125 Views

Last post by abracadabra11
Sat Jan 28, 2023 7:29 am
Estate Dual Personal Representatives

Last post by rich126 « Sat Jan 28, 2023 7:29 am
Posted in Personal Finance (Not Investing)

by rich126 » Sat Jan 28, 2023 7:29 am » in Personal Finance (Not Investing)

0 Replies

188 Views

Last post by rich126
Sat Jan 28, 2023 7:29 am
Mega Backdoor Roth - Uncertainty Around 6-Month Suspension

Last post by DarkHelmetII « Fri Jan 27, 2023 11:27 am
Posted in Personal Investments

by DarkHelmetII » Fri Jan 27, 2023 11:27 am » in Personal Investments

0 Replies

168 Views

Last post by DarkHelmetII
Fri Jan 27, 2023 11:27 am
Trust Capital Gains Question.

Last post by RiseAgain « Fri Jan 27, 2023 3:03 am
Posted in Personal Investments

by RiseAgain » Fri Jan 27, 2023 3:03 am » in Personal Investments

0 Replies

157 Views

Last post by RiseAgain
Fri Jan 27, 2023 3:03 am
Portfolio Visualizer - Comapre Two Funds After Tax Impact

Last post by Phaedrus « Thu Jan 26, 2023 7:38 pm
Posted in Investing - Theory, News & General

by Phaedrus » Thu Jan 26, 2023 7:38 pm » in Investing - Theory, News & General

0 Replies

218 Views

Last post by Phaedrus
Thu Jan 26, 2023 7:38 pm
Disability insurance - amount, private policy, riders

Last post by SeattleLaw « Thu Jan 26, 2023 8:03 am
Posted in Personal Finance (Not Investing)

by SeattleLaw » Thu Jan 26, 2023 8:03 am » in Personal Finance (Not Investing)

0 Replies

122 Views

Last post by SeattleLaw
Thu Jan 26, 2023 8:03 am
USD/USD hedging?

Last post by notoriousMG « Wed Jan 25, 2023 9:21 pm
Posted in Personal Investments

by notoriousMG » Wed Jan 25, 2023 9:21 pm » in Personal Investments

0 Replies

160 Views

Last post by notoriousMG
Wed Jan 25, 2023 9:21 pm
LLC taxed as ann S CORP - Shares, Capital Stock questionn

Last post by Pooja2366 « Wed Jan 25, 2023 11:34 am
Posted in Personal Investments

by Pooja2366 » Wed Jan 25, 2023 11:34 am » in Personal Investments

0 Replies

111 Views

Last post by Pooja2366
Wed Jan 25, 2023 11:34 am
How to see current automatic investment at Vanguard?

Last post by passive101 « Tue Jan 24, 2023 3:58 pm
Posted in Personal Investments

by passive101 » Tue Jan 24, 2023 3:58 pm » in Personal Investments

0 Replies

145 Views

Last post by passive101
Tue Jan 24, 2023 3:58 pm
Home Insurance Recoverable Depreciation

Last post by ND Fan 1 « Tue Jan 24, 2023 6:41 am
Posted in Personal Consumer Issues

by ND Fan 1 » Tue Jan 24, 2023 6:41 am » in Personal Consumer Issues

0 Replies

164 Views

Last post by ND Fan 1
Tue Jan 24, 2023 6:41 am
Retiree, Inc. Income Strategy service

Last post by spammagnet « Mon Jan 23, 2023 10:36 pm
Posted in Personal Investments

by spammagnet » Mon Jan 23, 2023 10:36 pm » in Personal Investments

0 Replies

291 Views

Last post by spammagnet
Mon Jan 23, 2023 10:36 pm
Infographics on MSFT,AMZ,Alphabet,Apple - Income Statements

Last post by OneWorld111 « Mon Jan 23, 2023 8:50 pm
Posted in Personal Finance (Not Investing)

by OneWorld111 » Mon Jan 23, 2023 8:50 pm » in Personal Finance (Not Investing)

0 Replies

260 Views

Last post by OneWorld111
Mon Jan 23, 2023 8:50 pm
Paying BofA credit card from Fidelity brokerage account via auto-liquidation

Last post by cwenger « Mon Jan 23, 2023 7:20 pm
Posted in Personal Investments

by cwenger » Mon Jan 23, 2023 7:20 pm » in Personal Investments

0 Replies

231 Views

Last post by cwenger
Mon Jan 23, 2023 7:20 pm
401k over-contribution fixed - W2 issue

Last post by NS_Bane « Mon Jan 23, 2023 6:30 pm
Posted in Personal Finance (Not Investing)

by NS_Bane » Mon Jan 23, 2023 6:30 pm » in Personal Finance (Not Investing)

0 Replies

98 Views

Last post by NS_Bane
Mon Jan 23, 2023 6:30 pm
Not Receiving Security Code on Overseas Number from Vanguard

Last post by Ken. « Mon Jan 23, 2023 2:39 am
Posted in Personal Investments

by Ken. » Mon Jan 23, 2023 2:39 am » in Personal Investments

0 Replies

189 Views

Last post by Ken.
Mon Jan 23, 2023 2:39 am
Putting as much through the solo401k Mega Backdoor IRA as is possible

Last post by muel87 « Sun Jan 22, 2023 2:34 pm
Posted in Investing - Theory, News & General

by muel87 » Sun Jan 22, 2023 2:34 pm » in Investing - Theory, News & General

0 Replies

184 Views

Last post by muel87
Sun Jan 22, 2023 2:34 pm
Simulating Annual Real Bond Returns

Last post by Anon9001 « Sat Jan 21, 2023 11:52 am
Posted in Non-US Investing

by Anon9001 » Sat Jan 21, 2023 11:52 am » in Non-US Investing

0 Replies

675 Views

Last post by Anon9001
Sat Jan 21, 2023 11:52 am
Prioritizing Investment Accounts with S Corp

Last post by outofstep « Fri Jan 20, 2023 2:51 pm
Posted in Personal Finance (Not Investing)

by outofstep » Fri Jan 20, 2023 2:51 pm » in Personal Finance (Not Investing)

0 Replies

104 Views

Last post by outofstep
Fri Jan 20, 2023 2:51 pm

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