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Vanguards new "Plan for taxes in retirement tool" anyone use it yet?

Last post by FXDXontherun « Sat Sep 30, 2023 10:29 am
Posted in Investing - Theory, News & General

by FXDXontherun » Sat Sep 30, 2023 10:29 am » in Investing - Theory, News & General

0 Replies

53 Views

Last post by FXDXontherun
Sat Sep 30, 2023 10:29 am
Sweep Fund at JP Morgan Self Directed?

Last post by MtnTravel « Sat Sep 30, 2023 8:05 am
Posted in Personal Finance (Not Investing)

by MtnTravel » Sat Sep 30, 2023 8:05 am » in Personal Finance (Not Investing)

0 Replies

86 Views

Last post by MtnTravel
Sat Sep 30, 2023 8:05 am
Metal Roof Options South Florida

Last post by mjb49 « Sat Sep 30, 2023 7:36 am
Posted in Personal Finance (Not Investing)

by mjb49 » Sat Sep 30, 2023 7:36 am » in Personal Finance (Not Investing)

0 Replies

119 Views

Last post by mjb49
Sat Sep 30, 2023 7:36 am
Advisors in Dallas area

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

173 Views

Last post by txgolfer_19
Fri Sep 29, 2023 9:24 pm
TYD Historical Annual Return Data

Last post by Chocolatebar « Fri Sep 29, 2023 7:24 am
Posted in Investing - Theory, News & General

by Chocolatebar » Fri Sep 29, 2023 7:24 am » in Investing - Theory, News & General

0 Replies

222 Views

Last post by Chocolatebar
Fri Sep 29, 2023 7:24 am
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

208 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

126 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

166 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

221 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

212 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

532 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

256 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

271 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

173 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

214 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

197 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

395 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

139 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

190 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

244 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

254 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

535 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

231 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

216 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

263 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

241 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

1454 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

962 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

444 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

336 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

414 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

262 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

270 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

128 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

305 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

240 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

337 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

356 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

347 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

343 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

618 Views

Last post by tadamsmar
Thu Aug 31, 2023 9:53 am
Use the Hazlewood Act to Take Penalty Free 529 Withdrawals

Last post by edandmarcie « Wed Aug 30, 2023 8:06 pm
Posted in Personal Investments

by edandmarcie » Wed Aug 30, 2023 8:06 pm » in Personal Investments

0 Replies

415 Views

Last post by edandmarcie
Wed Aug 30, 2023 8:06 pm
ISO Denver based investment advisor

Last post by sshort21 « Tue Aug 29, 2023 10:52 am
Posted in Personal Investments

by sshort21 » Tue Aug 29, 2023 10:52 am » in Personal Investments

0 Replies

230 Views

Last post by sshort21
Tue Aug 29, 2023 10:52 am
Fidelity non-Core MMF settlement is same day, but cash isn't due till next day?

Last post by ma21n2 « Sun Aug 27, 2023 12:54 pm
Posted in Personal Investments

by ma21n2 » Sun Aug 27, 2023 12:54 pm » in Personal Investments

0 Replies

201 Views

Last post by ma21n2
Sun Aug 27, 2023 12:54 pm
Valuing Put Option on EE Bonds

Last post by Buffetologist « Sat Aug 26, 2023 3:47 pm
Posted in Personal Investments

by Buffetologist » Sat Aug 26, 2023 3:47 pm » in Personal Investments

0 Replies

297 Views

Last post by Buffetologist
Sat Aug 26, 2023 3:47 pm
proxy verifier for employment

Last post by windpig « Thu Aug 24, 2023 7:21 pm
Posted in Personal Finance (Not Investing)

by windpig » Thu Aug 24, 2023 7:21 pm » in Personal Finance (Not Investing)

0 Replies

214 Views

Last post by windpig
Thu Aug 24, 2023 7:21 pm
Orange Holiday Zen SIM Card Question

Last post by jb9 « Thu Aug 24, 2023 12:48 pm
Posted in Personal Consumer Issues

by jb9 » Thu Aug 24, 2023 12:48 pm » in Personal Consumer Issues

0 Replies

208 Views

Last post by jb9
Thu Aug 24, 2023 12:48 pm
NYT Mortgage Calculator - 2019 / 2020 Tax Code Changes Reflected?

Last post by DarkHelmetII « Wed Aug 23, 2023 2:58 pm
Posted in Personal Finance (Not Investing)

by DarkHelmetII » Wed Aug 23, 2023 2:58 pm » in Personal Finance (Not Investing)

0 Replies

206 Views

Last post by DarkHelmetII
Wed Aug 23, 2023 2:58 pm
Forecast for IRS MPV Segment Rates - Pension Calc?

Last post by Jmretired « Tue Aug 22, 2023 3:12 pm
Posted in Personal Finance (Not Investing)

by Jmretired » Tue Aug 22, 2023 3:12 pm » in Personal Finance (Not Investing)

0 Replies

191 Views

Last post by Jmretired
Tue Aug 22, 2023 3:12 pm
Logistics of annual annuity payments from Grantor Retained Annuity Funds

Last post by ofj « Tue Aug 22, 2023 2:12 pm
Posted in Personal Finance (Not Investing)

by ofj » Tue Aug 22, 2023 2:12 pm » in Personal Finance (Not Investing)

0 Replies

180 Views

Last post by ofj
Tue Aug 22, 2023 2:12 pm

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