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Portfolio Review Request

Last post by cojan447 « Sun Feb 09, 2025 5:37 am
Posted in Personal Investments

by cojan447 » Sun Feb 09, 2025 5:37 am » in Personal Investments

0 Replies

80 Views

Last post by cojan447
Sun Feb 09, 2025 5:37 am
Creditable Coverage Change For Part D For Seniors on HDHP Employer Health Plans

Last post by Leesbro63 « Sun Feb 09, 2025 5:20 am
Posted in Personal Finance (Not Investing)

by Leesbro63 » Sun Feb 09, 2025 5:20 am » in Personal Finance (Not Investing)

0 Replies

57 Views

Last post by Leesbro63
Sun Feb 09, 2025 5:20 am
401k, 457b vs rollover IRA

Last post by Apo « Sun Feb 09, 2025 1:45 am
Posted in Personal Investments

by Apo » Sun Feb 09, 2025 1:45 am » in Personal Investments

0 Replies

40 Views

Last post by Apo
Sun Feb 09, 2025 1:45 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

61 Views

Last post by Moneysaver4ever
Sat Feb 08, 2025 11:06 pm
Moving Roth IRA to different fund family

Last post by Bagladee « Sat Feb 08, 2025 10:05 pm
Posted in Personal Investments

by Bagladee » Sat Feb 08, 2025 10:05 pm » in Personal Investments

0 Replies

29 Views

Last post by Bagladee
Sat Feb 08, 2025 10:05 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

78 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

136 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

413 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

155 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

108 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

230 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

153 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

520 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

989 Views

Last post by Speps
Sun Feb 02, 2025 6:05 am
Social Security Annual Earnings Published

Last post by GuyInFL « Sat Feb 01, 2025 12:55 pm
Posted in Personal Finance (Not Investing)

by GuyInFL » Sat Feb 01, 2025 12:55 pm » in Personal Finance (Not Investing)

0 Replies

453 Views

Last post by GuyInFL
Sat Feb 01, 2025 12:55 pm
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

363 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

267 Views

Last post by TomBH
Sat Feb 01, 2025 9:41 am
Looking for a financial advisor in the Twin Cities (Minnesota)

Last post by jasonk35000 « Thu Jan 30, 2025 6:15 pm
Posted in Personal Investments

by jasonk35000 » Thu Jan 30, 2025 6:15 pm » in Personal Investments

0 Replies

402 Views

Last post by jasonk35000
Thu Jan 30, 2025 6:15 pm
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

603 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

708 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

755 Views

Last post by ClassOf2021
Wed Jan 29, 2025 6:36 am
Replacing VXUS with NTSMI (Home Country) – Seeking Opinions

Last post by Mr.Crowley « Mon Jan 27, 2025 7:50 pm
Posted in Non-US Investing

by Mr.Crowley » Mon Jan 27, 2025 7:50 pm » in Non-US Investing

0 Replies

2860 Views

Last post by Mr.Crowley
Mon Jan 27, 2025 7:50 pm
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

1133 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

861 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

2903 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

640 Views

Last post by JBTX
Sat Jan 25, 2025 3:48 am
Illinois AG proposed $20M settlement with Leader Automotive Group about add-ons, junk fees

Last post by DinkinFlicka « Fri Jan 24, 2025 7:24 pm
Posted in Personal Consumer Issues

by DinkinFlicka » Fri Jan 24, 2025 7:24 pm » in Personal Consumer Issues

0 Replies

694 Views

Last post by DinkinFlicka
Fri Jan 24, 2025 7:24 pm
Yubikey 5 with Yubico Authenticator App at Schwab?

Last post by Zanmar « Fri Jan 24, 2025 3:09 pm
Posted in Personal Finance (Not Investing)

by Zanmar » Fri Jan 24, 2025 3:09 pm » in Personal Finance (Not Investing)

0 Replies

695 Views

Last post by Zanmar
Fri Jan 24, 2025 3:09 pm
Mega Backdoor Roth?

Last post by HowToRoth « Thu Jan 23, 2025 7:16 pm
Posted in Personal Finance (Not Investing)

by HowToRoth » Thu Jan 23, 2025 7:16 pm » in Personal Finance (Not Investing)

0 Replies

860 Views

Last post by HowToRoth
Thu Jan 23, 2025 7:16 pm
Looking for original watercolor paintings in Germany, Spain, Portugal and Netherlands

Last post by egri « Wed Jan 22, 2025 11:20 pm
Posted in Personal Consumer Issues

by egri » Wed Jan 22, 2025 11:20 pm » in Personal Consumer Issues

0 Replies

1124 Views

Last post by egri
Wed Jan 22, 2025 11:20 pm
IRS 709 form question for 2024

Last post by petras52 « Wed Jan 22, 2025 11:50 am
Posted in Personal Finance (Not Investing)

by petras52 » Wed Jan 22, 2025 11:50 am » in Personal Finance (Not Investing)

0 Replies

682 Views

Last post by petras52
Wed Jan 22, 2025 11:50 am
Hampton Roads-Tidewater Chapter Virginia

Last post by Deleme « Tue Jan 21, 2025 7:39 pm
Posted in US Chapters

by Deleme » Tue Jan 21, 2025 7:39 pm » in US Chapters

0 Replies

1993 Views

Last post by Deleme
Tue Jan 21, 2025 7:39 pm
Best Airline or Credit Card Promo for opening biz checking account.....

Last post by atwnsw « Tue Jan 21, 2025 12:53 pm
Posted in Personal Consumer Issues

by atwnsw » Tue Jan 21, 2025 12:53 pm » in Personal Consumer Issues

0 Replies

679 Views

Last post by atwnsw
Tue Jan 21, 2025 12:53 pm
About rollover 401k

Last post by Mgj « Mon Jan 20, 2025 12:39 pm
Posted in Personal Investments

by Mgj » Mon Jan 20, 2025 12:39 pm » in Personal Investments

0 Replies

635 Views

Last post by Mgj
Mon Jan 20, 2025 12:39 pm
TIP: reduce time out-of-market during slow transfers

Last post by ER_LatePlanner « Mon Jan 20, 2025 6:44 am
Posted in Personal Finance (Not Investing)

by ER_LatePlanner » Mon Jan 20, 2025 6:44 am » in Personal Finance (Not Investing)

0 Replies

759 Views

Last post by ER_LatePlanner
Mon Jan 20, 2025 6:44 am
[Australia] Seeking advice - Investment strategy for new investor

Last post by J-Steve « Sun Jan 19, 2025 4:20 am
Posted in Non-US Investing

by J-Steve » Sun Jan 19, 2025 4:20 am » in Non-US Investing

0 Replies

4187 Views

Last post by J-Steve
Sun Jan 19, 2025 4:20 am
WSJ Reporter doing story about accelerating income to avoid larger tax later

Last post by Mel Lindauer « Fri Jan 17, 2025 4:52 pm
Posted in Investing - Theory, News & General

by Mel Lindauer » Fri Jan 17, 2025 4:52 pm » in Investing - Theory, News & General

0 Replies

1169 Views

Last post by Mel Lindauer
Fri Jan 17, 2025 4:52 pm
Can you use a Authenticator (TOTP) app with Vanguard?

Last post by cupcakeswsprinkles « Thu Jan 16, 2025 12:50 pm
Posted in Personal Consumer Issues

by cupcakeswsprinkles » Thu Jan 16, 2025 12:50 pm » in Personal Consumer Issues

0 Replies

940 Views

Last post by cupcakeswsprinkles
Thu Jan 16, 2025 12:50 pm
Wealthfront Direct Indexing now .09%

Last post by the_wiki « Wed Jan 15, 2025 5:29 pm
Posted in Investing - Theory, News & General

by the_wiki » Wed Jan 15, 2025 5:29 pm » in Investing - Theory, News & General

0 Replies

1163 Views

Last post by the_wiki
Wed Jan 15, 2025 5:29 pm
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

1045 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

2171 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

1674 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

3863 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

2143 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

1551 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

1580 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

1720 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

1668 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

1614 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

1944 Views

Last post by SnowyOwl
Wed Jan 08, 2025 11:17 pm

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