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Question re Roth Conversion (not back door)

Last post by bikechuck « Wed Jan 15, 2025 10:04 am
Posted in Personal Finance (Not Investing)

by bikechuck » Wed Jan 15, 2025 10:04 am » in Personal Finance (Not Investing)

0 Replies

15 Views

Last post by bikechuck
Wed Jan 15, 2025 10:04 am
Solo 401k for after tax contributions

Last post by cerequio « Wed Jan 15, 2025 10:01 am
Posted in Personal Investments

by cerequio » Wed Jan 15, 2025 10:01 am » in Personal Investments

0 Replies

13 Views

Last post by cerequio
Wed Jan 15, 2025 10:01 am
Suggestions for tax loss harvesting

Last post by vencat « Wed Jan 15, 2025 9:51 am
Posted in Personal Investments

by vencat » Wed Jan 15, 2025 9:51 am » in Personal Investments

0 Replies

52 Views

Last post by vencat
Wed Jan 15, 2025 9:51 am
Vanguard - No More SpecID for Limit Orders

Last post by Mrs.Daisy « Wed Jan 15, 2025 9:30 am
Posted in Personal Investments

by Mrs.Daisy » Wed Jan 15, 2025 9:30 am » in Personal Investments

0 Replies

83 Views

Last post by Mrs.Daisy
Wed Jan 15, 2025 9:30 am
Survivor’s Benefit, FRA & Sole Proprietor

Last post by SuzBanyan « Wed Jan 15, 2025 9:17 am
Posted in Personal Finance (Not Investing)

by SuzBanyan » Wed Jan 15, 2025 9:17 am » in Personal Finance (Not Investing)

0 Replies

50 Views

Last post by SuzBanyan
Wed Jan 15, 2025 9:17 am
Simplifying a current retirement portfolio

Last post by LoopMan1 « Wed Jan 15, 2025 6:08 am
Posted in Personal Investments

by LoopMan1 » Wed Jan 15, 2025 6:08 am » in Personal Investments

0 Replies

171 Views

Last post by LoopMan1
Wed Jan 15, 2025 6:08 am
ACATS Transfer from TastyTrade to Fidelity

Last post by throw123112 « Tue Jan 14, 2025 9:30 pm
Posted in Investing - Theory, News & General

by throw123112 » Tue Jan 14, 2025 9:30 pm » in Investing - Theory, News & General

0 Replies

179 Views

Last post by throw123112
Tue Jan 14, 2025 9:30 pm
Nanalyze Portfolio (for nontaxable)

Last post by wije « Mon Jan 13, 2025 12:31 am
Posted in Investing - Theory, News & General

by wije » Mon Jan 13, 2025 12:31 am » in Investing - Theory, News & General

0 Replies

229 Views

Last post by wije
Mon Jan 13, 2025 12:31 am
Regions bank sign up bonus, anyone do this recently?

Last post by hoofaman « Sun Jan 12, 2025 6:37 pm
Posted in Personal Finance (Not Investing)

by hoofaman » Sun Jan 12, 2025 6:37 pm » in Personal Finance (Not Investing)

0 Replies

251 Views

Last post by hoofaman
Sun Jan 12, 2025 6:37 pm
New Jersey Chapter

Last post by wojo_ate_ur_cat « Sun Jan 12, 2025 4:36 pm
Posted in US Chapters

by wojo_ate_ur_cat » Sun Jan 12, 2025 4:36 pm » in US Chapters

0 Replies

182 Views

Last post by wojo_ate_ur_cat
Sun Jan 12, 2025 4:36 pm
Traveler's Checks (or Cheques)

Last post by Mad Hatter « Sun Jan 12, 2025 3:23 pm
Posted in Personal Consumer Issues

by Mad Hatter » Sun Jan 12, 2025 3:23 pm » in Personal Consumer Issues

0 Replies

295 Views

Last post by Mad Hatter
Sun Jan 12, 2025 3:23 pm
60 day IRA rollover & RMDs

Last post by Fernweh « Sun Jan 12, 2025 1:27 pm
Posted in Personal Investments

by Fernweh » Sun Jan 12, 2025 1:27 pm » in Personal Investments

0 Replies

145 Views

Last post by Fernweh
Sun Jan 12, 2025 1:27 pm
Attn: Xero users..limiting access to previous owner

Last post by Carguy85 « Sun Jan 12, 2025 9:54 am
Posted in Personal Finance (Not Investing)

by Carguy85 » Sun Jan 12, 2025 9:54 am » in Personal Finance (Not Investing)

0 Replies

206 Views

Last post by Carguy85
Sun Jan 12, 2025 9:54 am
Customized dynamic 5% withdraw rule, what about you?

Last post by itnetpro « Fri Jan 10, 2025 3:53 pm
Posted in Personal Investments

by itnetpro » Fri Jan 10, 2025 3:53 pm » in Personal Investments

0 Replies

279 Views

Last post by itnetpro
Fri Jan 10, 2025 3:53 pm
NUA LSD with lingering dividend [Net Unrealized Appreciation Lump-Sum Distribution]

Last post by Midwest75132 « Thu Jan 09, 2025 4:01 pm
Posted in Personal Investments

by Midwest75132 » Thu Jan 09, 2025 4:01 pm » in Personal Investments

0 Replies

184 Views

Last post by Midwest75132
Thu Jan 09, 2025 4:01 pm
Bond Ladder for LTC Fund

Last post by jaMichael « Thu Jan 09, 2025 11:05 am
Posted in Personal Investments

by jaMichael » Thu Jan 09, 2025 11:05 am » in Personal Investments

0 Replies

159 Views

Last post by jaMichael
Thu Jan 09, 2025 11:05 am
Yet another retirement planner

Last post by SnowyOwl « Wed Jan 08, 2025 11:17 pm
Posted in Investing - Theory, News & General

by SnowyOwl » Wed Jan 08, 2025 11:17 pm » in Investing - Theory, News & General

0 Replies

426 Views

Last post by SnowyOwl
Wed Jan 08, 2025 11:17 pm
Morningstar Investor X-Ray All Portfolios combined?

Last post by Sunrise « Wed Jan 08, 2025 7:40 pm
Posted in Investing - Theory, News & General

by Sunrise » Wed Jan 08, 2025 7:40 pm » in Investing - Theory, News & General

0 Replies

241 Views

Last post by Sunrise
Wed Jan 08, 2025 7:40 pm
US Citizen planning on Retiring in early 40s in the UK - Seeking Advice

Last post by CLee « Wed Jan 08, 2025 2:15 pm
Posted in Non-US Investing

by CLee » Wed Jan 08, 2025 2:15 pm » in Non-US Investing

0 Replies

444 Views

Last post by CLee
Wed Jan 08, 2025 2:15 pm
April Van In France - Nice to Jura?

Last post by eri « Wed Jan 08, 2025 12:27 pm
Posted in Personal Consumer Issues

by eri » Wed Jan 08, 2025 12:27 pm » in Personal Consumer Issues

0 Replies

213 Views

Last post by eri
Wed Jan 08, 2025 12:27 pm
401k/403b/457b loans and reduced tax burden

Last post by prioritarian « Wed Jan 08, 2025 11:47 am
Posted in Investing - Theory, News & General

by prioritarian » Wed Jan 08, 2025 11:47 am » in Investing - Theory, News & General

0 Replies

177 Views

Last post by prioritarian
Wed Jan 08, 2025 11:47 am
Vanguard Portal

Last post by TTR « Tue Jan 07, 2025 7:10 pm
Posted in Personal Investments

by TTR » Tue Jan 07, 2025 7:10 pm » in Personal Investments

0 Replies

267 Views

Last post by TTR
Tue Jan 07, 2025 7:10 pm
Backtester?

Last post by itnetpro « Mon Jan 06, 2025 12:45 pm
Posted in Personal Investments

by itnetpro » Mon Jan 06, 2025 12:45 pm » in Personal Investments

0 Replies

162 Views

Last post by itnetpro
Mon Jan 06, 2025 12:45 pm
FERS Supplement Income Test limit exceeded at 61 years old

Last post by TunaBob « Mon Jan 06, 2025 10:56 am
Posted in Personal Finance (Not Investing)

by TunaBob » Mon Jan 06, 2025 10:56 am » in Personal Finance (Not Investing)

0 Replies

209 Views

Last post by TunaBob
Mon Jan 06, 2025 10:56 am
Is there a Website that calculates TEY for all bonds Realtime?

Last post by LISD « Sun Jan 05, 2025 10:19 pm
Posted in Personal Investments

by LISD » Sun Jan 05, 2025 10:19 pm » in Personal Investments

0 Replies

223 Views

Last post by LISD
Sun Jan 05, 2025 10:19 pm
Investing for Indian parents - Concerned about PFIC rules

Last post by grh8842 « Sun Jan 05, 2025 4:00 pm
Posted in Non-US Investing

by grh8842 » Sun Jan 05, 2025 4:00 pm » in Non-US Investing

0 Replies

562 Views

Last post by grh8842
Sun Jan 05, 2025 4:00 pm
Is there a way to freeze business credit?

Last post by realclemsongrad « Sun Jan 05, 2025 11:08 am
Posted in Personal Consumer Issues

by realclemsongrad » Sun Jan 05, 2025 11:08 am » in Personal Consumer Issues

0 Replies

200 Views

Last post by realclemsongrad
Sun Jan 05, 2025 11:08 am
Personal Loan Interest Reporting Requirement

Last post by Carolina Shagger « Sat Jan 04, 2025 1:01 pm
Posted in Personal Finance (Not Investing)

by Carolina Shagger » Sat Jan 04, 2025 1:01 pm » in Personal Finance (Not Investing)

0 Replies

174 Views

Last post by Carolina Shagger
Sat Jan 04, 2025 1:01 pm
hicapitalize.com will transfer ascensus 401k to vanguard ira?

Last post by Mrbogleheads « Sat Jan 04, 2025 5:31 am
Posted in Investing - Theory, News & General

by Mrbogleheads » Sat Jan 04, 2025 5:31 am » in Investing - Theory, News & General

0 Replies

214 Views

Last post by Mrbogleheads
Sat Jan 04, 2025 5:31 am
Retirement Calculators and asset mix

Last post by Joe3zz « Fri Jan 03, 2025 6:09 pm
Posted in Personal Investments

by Joe3zz » Fri Jan 03, 2025 6:09 pm » in Personal Investments

0 Replies

294 Views

Last post by Joe3zz
Fri Jan 03, 2025 6:09 pm
2025 changes in electric vehicle federal tax credit eligibility

Last post by MnD « Fri Jan 03, 2025 10:58 am
Posted in Personal Consumer Issues

by MnD » Fri Jan 03, 2025 10:58 am » in Personal Consumer Issues

0 Replies

345 Views

Last post by MnD
Fri Jan 03, 2025 10:58 am
Regulatory Agency for Non-ERISA 403(b) Plan

Last post by tv qvoqve « Wed Jan 01, 2025 4:31 pm
Posted in Personal Finance (Not Investing)

by tv qvoqve » Wed Jan 01, 2025 4:31 pm » in Personal Finance (Not Investing)

0 Replies

154 Views

Last post by tv qvoqve
Wed Jan 01, 2025 4:31 pm
TSM (VTI) vs TWSM (VT)

Last post by galeno « Wed Jan 01, 2025 3:57 pm
Posted in Investing - Theory, News & General

by galeno » Wed Jan 01, 2025 3:57 pm » in Investing - Theory, News & General

0 Replies

293 Views

Last post by galeno
Wed Jan 01, 2025 3:57 pm
Need Chicagoland Chapter in 2025

Last post by MrsT-intheburb « Tue Dec 31, 2024 3:27 pm
Posted in US Chapters

by MrsT-intheburb » Tue Dec 31, 2024 3:27 pm » in US Chapters

0 Replies

359 Views

Last post by MrsT-intheburb
Tue Dec 31, 2024 3:27 pm
TEFRA withholding

Last post by delluria « Tue Dec 31, 2024 12:24 pm
Posted in Spain

by delluria » Tue Dec 31, 2024 12:24 pm » in Spain

0 Replies

368 Views

Last post by delluria
Tue Dec 31, 2024 12:24 pm
RMD plus Interest

Last post by ATucker « Tue Dec 31, 2024 11:56 am
Posted in Investing - Theory, News & General

by ATucker » Tue Dec 31, 2024 11:56 am » in Investing - Theory, News & General

0 Replies

341 Views

Last post by ATucker
Tue Dec 31, 2024 11:56 am
Preferred broker for UCITS funds?

Last post by smartspider1106 « Tue Dec 31, 2024 12:15 am
Posted in United Arab Emirates

by smartspider1106 » Tue Dec 31, 2024 12:15 am » in United Arab Emirates

0 Replies

435 Views

Last post by smartspider1106
Tue Dec 31, 2024 12:15 am
Rocket Tax

Last post by CletusCaddy « Mon Dec 30, 2024 1:25 pm
Posted in Personal Finance (Not Investing)

by CletusCaddy » Mon Dec 30, 2024 1:25 pm » in Personal Finance (Not Investing)

0 Replies

365 Views

Last post by CletusCaddy
Mon Dec 30, 2024 1:25 pm
Best platforms to access equity research

Last post by Alphawise « Mon Dec 30, 2024 12:30 pm
Posted in Personal Investments

by Alphawise » Mon Dec 30, 2024 12:30 pm » in Personal Investments

0 Replies

207 Views

Last post by Alphawise
Mon Dec 30, 2024 12:30 pm
Liquidating trust distribution

Last post by BFR « Sun Dec 29, 2024 12:12 pm
Posted in Personal Finance (Not Investing)

by BFR » Sun Dec 29, 2024 12:12 pm » in Personal Finance (Not Investing)

0 Replies

283 Views

Last post by BFR
Sun Dec 29, 2024 12:12 pm
Has anyone used "The Complete Retirement Planner (TCRP)"?

Last post by Cincy_1988 « Sat Dec 28, 2024 2:40 pm
Posted in Personal Finance (Not Investing)

by Cincy_1988 » Sat Dec 28, 2024 2:40 pm » in Personal Finance (Not Investing)

0 Replies

443 Views

Last post by Cincy_1988
Sat Dec 28, 2024 2:40 pm
How to title second home

Last post by scarabrad « Sat Dec 28, 2024 12:21 pm
Posted in Personal Finance (Not Investing)

by scarabrad » Sat Dec 28, 2024 12:21 pm » in Personal Finance (Not Investing)

0 Replies

376 Views

Last post by scarabrad
Sat Dec 28, 2024 12:21 pm
effect of inflation rates vs real rate of return

Last post by Cincy_1988 « Wed Dec 25, 2024 12:36 pm
Posted in Personal Investments

by Cincy_1988 » Wed Dec 25, 2024 12:36 pm » in Personal Investments

0 Replies

393 Views

Last post by Cincy_1988
Wed Dec 25, 2024 12:36 pm
Email Notifications

Last post by dcop « Tue Dec 24, 2024 10:30 am
Posted in Forum Issues and Administration

by dcop » Tue Dec 24, 2024 10:30 am » in Forum Issues and Administration

0 Replies

652 Views

Last post by dcop
Tue Dec 24, 2024 10:30 am
How Should I Hedge My Portfolio for a Potential Move Abroad?

Last post by rimika « Mon Dec 23, 2024 1:05 am
Posted in Personal Investments

by rimika » Mon Dec 23, 2024 1:05 am » in Personal Investments

0 Replies

400 Views

Last post by rimika
Mon Dec 23, 2024 1:05 am
IRS sends 2021 recovery payments if missed

Last post by dual « Sun Dec 22, 2024 2:32 pm
Posted in Personal Finance (Not Investing)

by dual » Sun Dec 22, 2024 2:32 pm » in Personal Finance (Not Investing)

0 Replies

471 Views

Last post by dual
Sun Dec 22, 2024 2:32 pm
Abandoned property (mutual fund) tax treatment?

Last post by hollerg « Sat Dec 21, 2024 1:35 am
Posted in Personal Finance (Not Investing)

by hollerg » Sat Dec 21, 2024 1:35 am » in Personal Finance (Not Investing)

0 Replies

365 Views

Last post by hollerg
Sat Dec 21, 2024 1:35 am
Brokerage serving Puerto Rico Residents

Last post by leonazul25 « Fri Dec 20, 2024 2:01 pm
Posted in Non-US Investing

by leonazul25 » Fri Dec 20, 2024 2:01 pm » in Non-US Investing

0 Replies

893 Views

Last post by leonazul25
Fri Dec 20, 2024 2:01 pm
Lump sum Roth Conversion/UK resident

Last post by Fallenidol « Thu Dec 19, 2024 6:35 am
Posted in Non-US Investing

by Fallenidol » Thu Dec 19, 2024 6:35 am » in Non-US Investing

0 Replies

885 Views

Last post by Fallenidol
Thu Dec 19, 2024 6:35 am
Problems with Ascensus NJ 529 account

Last post by SleeplessinNJ « Tue Dec 17, 2024 8:46 pm
Posted in Personal Investments

by SleeplessinNJ » Tue Dec 17, 2024 8:46 pm » in Personal Investments

0 Replies

371 Views

Last post by SleeplessinNJ
Tue Dec 17, 2024 8:46 pm

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