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Non-qualified Annuity.

Last post by BarbBrooklyn « Sun Jan 29, 2023 2:54 pm
Posted in Personal Finance (Not Investing)

by BarbBrooklyn » Sun Jan 29, 2023 2:54 pm » in Personal Finance (Not Investing)

0 Replies

10 Views

Last post by BarbBrooklyn
Sun Jan 29, 2023 2:54 pm
Roll over 401k to 401k [ADP to Fidelity]

Last post by vivekian123 « Sun Jan 29, 2023 2:05 pm
Posted in Personal Investments

by vivekian123 » Sun Jan 29, 2023 2:05 pm » in Personal Investments

0 Replies

56 Views

Last post by vivekian123
Sun Jan 29, 2023 2:05 pm
Tax amendment

Last post by doon « Sun Jan 29, 2023 11:07 am
Posted in Personal Finance (Not Investing)

by doon » Sun Jan 29, 2023 11:07 am » in Personal Finance (Not Investing)

0 Replies

81 Views

Last post by doon
Sun Jan 29, 2023 11:07 am
PBS Film: When I'm 65 is now on YouTube

Last post by Harmanic « Sun Jan 29, 2023 10:48 am
Posted in Investing - Theory, News & General

by Harmanic » Sun Jan 29, 2023 10:48 am » in Investing - Theory, News & General

0 Replies

320 Views

Last post by Harmanic
Sun Jan 29, 2023 10:48 am
Is my wash sale short-term or long-term?

Last post by Kudu « Sun Jan 29, 2023 10:18 am
Posted in Personal Finance (Not Investing)

by Kudu » Sun Jan 29, 2023 10:18 am » in Personal Finance (Not Investing)

0 Replies

65 Views

Last post by Kudu
Sun Jan 29, 2023 10:18 am
Fixing a flawed money flow: how to transfer 1099-k (credit card) income from one business to another?

Last post by foolio97 « Sun Jan 29, 2023 10:12 am
Posted in Personal Finance (Not Investing)

by foolio97 » Sun Jan 29, 2023 10:12 am » in Personal Finance (Not Investing)

0 Replies

64 Views

Last post by foolio97
Sun Jan 29, 2023 10:12 am
VA Loan Mortgage Interest Deductibility Cap - Does $750k Limit Apply?

Last post by abracadabra11 « Sat Jan 28, 2023 8:29 am
Posted in Personal Finance (Not Investing)

by abracadabra11 » Sat Jan 28, 2023 8:29 am » in Personal Finance (Not Investing)

0 Replies

112 Views

Last post by abracadabra11
Sat Jan 28, 2023 8:29 am
Estate Dual Personal Representatives

Last post by rich126 « Sat Jan 28, 2023 8:29 am
Posted in Personal Finance (Not Investing)

by rich126 » Sat Jan 28, 2023 8:29 am » in Personal Finance (Not Investing)

0 Replies

173 Views

Last post by rich126
Sat Jan 28, 2023 8:29 am
Impossible for New hire to be HCE in first year?

Last post by OnLevel « Fri Jan 27, 2023 6:28 pm
Posted in Personal Finance (Not Investing)

by OnLevel » Fri Jan 27, 2023 6:28 pm » in Personal Finance (Not Investing)

0 Replies

335 Views

Last post by OnLevel
Fri Jan 27, 2023 6:28 pm
AB Bond fund distribution

Last post by b1gl5 « Fri Jan 27, 2023 3:06 pm
Posted in Personal Investments

by b1gl5 » Fri Jan 27, 2023 3:06 pm » in Personal Investments

0 Replies

88 Views

Last post by b1gl5
Fri Jan 27, 2023 3:06 pm
When to send a 1099

Last post by J0721 « Fri Jan 27, 2023 2:23 pm
Posted in Personal Finance (Not Investing)

by J0721 » Fri Jan 27, 2023 2:23 pm » in Personal Finance (Not Investing)

0 Replies

127 Views

Last post by J0721
Fri Jan 27, 2023 2:23 pm
Mega Backdoor Roth - Uncertainty Around 6-Month Suspension

Last post by DarkHelmetII « Fri Jan 27, 2023 12:27 pm
Posted in Personal Investments

by DarkHelmetII » Fri Jan 27, 2023 12:27 pm » in Personal Investments

0 Replies

155 Views

Last post by DarkHelmetII
Fri Jan 27, 2023 12:27 pm
Trust Capital Gains Question.

Last post by RiseAgain « Fri Jan 27, 2023 4:03 am
Posted in Personal Investments

by RiseAgain » Fri Jan 27, 2023 4:03 am » in Personal Investments

0 Replies

146 Views

Last post by RiseAgain
Fri Jan 27, 2023 4:03 am
Portfolio Visualizer - Comapre Two Funds After Tax Impact

Last post by Phaedrus « Thu Jan 26, 2023 8:38 pm
Posted in Investing - Theory, News & General

by Phaedrus » Thu Jan 26, 2023 8:38 pm » in Investing - Theory, News & General

0 Replies

210 Views

Last post by Phaedrus
Thu Jan 26, 2023 8:38 pm
Disability insurance - amount, private policy, riders

Last post by SeattleLaw « Thu Jan 26, 2023 9:03 am
Posted in Personal Finance (Not Investing)

by SeattleLaw » Thu Jan 26, 2023 9:03 am » in Personal Finance (Not Investing)

0 Replies

102 Views

Last post by SeattleLaw
Thu Jan 26, 2023 9:03 am
Changing google voice text tone on iphone?

Last post by Fremdon Ferndock « Thu Jan 26, 2023 12:17 am
Posted in Personal Consumer Issues

by Fremdon Ferndock » Thu Jan 26, 2023 12:17 am » in Personal Consumer Issues

0 Replies

121 Views

Last post by Fremdon Ferndock
Thu Jan 26, 2023 12:17 am
USD/USD hedging?

Last post by notoriousMG « Wed Jan 25, 2023 10:21 pm
Posted in Personal Investments

by notoriousMG » Wed Jan 25, 2023 10:21 pm » in Personal Investments

0 Replies

154 Views

Last post by notoriousMG
Wed Jan 25, 2023 10:21 pm
LLC taxed as ann S CORP - Shares, Capital Stock questionn

Last post by Pooja2366 « Wed Jan 25, 2023 12:34 pm
Posted in Personal Investments

by Pooja2366 » Wed Jan 25, 2023 12:34 pm » in Personal Investments

0 Replies

106 Views

Last post by Pooja2366
Wed Jan 25, 2023 12:34 pm
How to see current automatic investment at Vanguard?

Last post by passive101 « Tue Jan 24, 2023 4:58 pm
Posted in Personal Investments

by passive101 » Tue Jan 24, 2023 4:58 pm » in Personal Investments

0 Replies

137 Views

Last post by passive101
Tue Jan 24, 2023 4:58 pm
Home Insurance Recoverable Depreciation

Last post by ND Fan 1 « Tue Jan 24, 2023 7:41 am
Posted in Personal Consumer Issues

by ND Fan 1 » Tue Jan 24, 2023 7:41 am » in Personal Consumer Issues

0 Replies

157 Views

Last post by ND Fan 1
Tue Jan 24, 2023 7:41 am
Retiree, Inc. Income Strategy service

Last post by spammagnet « Mon Jan 23, 2023 11:36 pm
Posted in Personal Investments

by spammagnet » Mon Jan 23, 2023 11:36 pm » in Personal Investments

0 Replies

283 Views

Last post by spammagnet
Mon Jan 23, 2023 11:36 pm
Infographics on MSFT,AMZ,Alphabet,Apple - Income Statements

Last post by OneWorld111 « Mon Jan 23, 2023 9:50 pm
Posted in Personal Finance (Not Investing)

by OneWorld111 » Mon Jan 23, 2023 9:50 pm » in Personal Finance (Not Investing)

0 Replies

255 Views

Last post by OneWorld111
Mon Jan 23, 2023 9:50 pm
Paying BofA credit card from Fidelity brokerage account via auto-liquidation

Last post by cwenger « Mon Jan 23, 2023 8:20 pm
Posted in Personal Investments

by cwenger » Mon Jan 23, 2023 8:20 pm » in Personal Investments

0 Replies

221 Views

Last post by cwenger
Mon Jan 23, 2023 8:20 pm
401k over-contribution fixed - W2 issue

Last post by NS_Bane « Mon Jan 23, 2023 7:30 pm
Posted in Personal Finance (Not Investing)

by NS_Bane » Mon Jan 23, 2023 7:30 pm » in Personal Finance (Not Investing)

0 Replies

95 Views

Last post by NS_Bane
Mon Jan 23, 2023 7:30 pm
Not Receiving Security Code on Overseas Number from Vanguard

Last post by Ken. « Mon Jan 23, 2023 3:39 am
Posted in Personal Investments

by Ken. » Mon Jan 23, 2023 3:39 am » in Personal Investments

0 Replies

185 Views

Last post by Ken.
Mon Jan 23, 2023 3:39 am
Putting as much through the solo401k Mega Backdoor IRA as is possible

Last post by muel87 « Sun Jan 22, 2023 3:34 pm
Posted in Investing - Theory, News & General

by muel87 » Sun Jan 22, 2023 3:34 pm » in Investing - Theory, News & General

0 Replies

177 Views

Last post by muel87
Sun Jan 22, 2023 3:34 pm
Simulating Annual Real Bond Returns

Last post by Anon9001 « Sat Jan 21, 2023 12:52 pm
Posted in Non-US Investing

by Anon9001 » Sat Jan 21, 2023 12:52 pm » in Non-US Investing

0 Replies

400 Views

Last post by Anon9001
Sat Jan 21, 2023 12:52 pm
Prioritizing Investment Accounts with S Corp

Last post by outofstep « Fri Jan 20, 2023 3:51 pm
Posted in Personal Finance (Not Investing)

by outofstep » Fri Jan 20, 2023 3:51 pm » in Personal Finance (Not Investing)

0 Replies

104 Views

Last post by outofstep
Fri Jan 20, 2023 3:51 pm
Will the funds be available?

Last post by forwhatiknow « Fri Jan 20, 2023 2:55 pm
Posted in Personal Investments

by forwhatiknow » Fri Jan 20, 2023 2:55 pm » in Personal Investments

0 Replies

209 Views

Last post by forwhatiknow
Fri Jan 20, 2023 2:55 pm
Why does Purchasing Power Parity hold true for Long Time Horizon Returns but only for Developing Countries?

Last post by Anon9001 « Fri Jan 20, 2023 1:40 pm
Posted in Non-US Investing

by Anon9001 » Fri Jan 20, 2023 1:40 pm » in Non-US Investing

0 Replies

405 Views

Last post by Anon9001
Fri Jan 20, 2023 1:40 pm
37 million T-Mobile customers were hacked

Last post by runner26 « Fri Jan 20, 2023 9:38 am
Posted in Personal Consumer Issues

by runner26 » Fri Jan 20, 2023 9:38 am » in Personal Consumer Issues

0 Replies

350 Views

Last post by runner26
Fri Jan 20, 2023 9:38 am
Excess 529 money - options

Last post by psteinx « Thu Jan 19, 2023 5:13 pm
Posted in Personal Investments

by psteinx » Thu Jan 19, 2023 5:13 pm » in Personal Investments

0 Replies

240 Views

Last post by psteinx
Thu Jan 19, 2023 5:13 pm
Question about NTSX bond returns

Last post by foundrycondition « Thu Jan 19, 2023 3:30 pm
Posted in Investing - Theory, News & General

by foundrycondition » Thu Jan 19, 2023 3:30 pm » in Investing - Theory, News & General

0 Replies

241 Views

Last post by foundrycondition
Thu Jan 19, 2023 3:30 pm
Check on emergency fund amount/cash in retirement

Last post by alextrainer « Thu Jan 19, 2023 1:48 pm
Posted in Personal Finance (Not Investing)

by alextrainer » Thu Jan 19, 2023 1:48 pm » in Personal Finance (Not Investing)

0 Replies

269 Views

Last post by alextrainer
Thu Jan 19, 2023 1:48 pm
Process for title transfer for a TIC

Last post by fi_no_retire « Wed Jan 18, 2023 12:26 pm
Posted in Personal Finance (Not Investing)

by fi_no_retire » Wed Jan 18, 2023 12:26 pm » in Personal Finance (Not Investing)

0 Replies

84 Views

Last post by fi_no_retire
Wed Jan 18, 2023 12:26 pm
Tax Question: Casualty losses across prior/multiple years

Last post by fortunefavored « Wed Jan 18, 2023 9:09 am
Posted in Personal Finance (Not Investing)

by fortunefavored » Wed Jan 18, 2023 9:09 am » in Personal Finance (Not Investing)

0 Replies

101 Views

Last post by fortunefavored
Wed Jan 18, 2023 9:09 am
Solo 401K pre-tax contributions, NJ tax treatment

Last post by nyckingo23 « Tue Jan 17, 2023 5:24 pm
Posted in Personal Investments

by nyckingo23 » Tue Jan 17, 2023 5:24 pm » in Personal Investments

0 Replies

104 Views

Last post by nyckingo23
Tue Jan 17, 2023 5:24 pm
LLC contract review

Last post by KMB « Tue Jan 17, 2023 12:31 pm
Posted in Personal Finance (Not Investing)

by KMB » Tue Jan 17, 2023 12:31 pm » in Personal Finance (Not Investing)

0 Replies

132 Views

Last post by KMB
Tue Jan 17, 2023 12:31 pm
AFRICA- based investors - please assemble

Last post by Shinebright « Mon Jan 16, 2023 8:23 am
Posted in Non-US Investing

by Shinebright » Mon Jan 16, 2023 8:23 am » in Non-US Investing

0 Replies

535 Views

Last post by Shinebright
Mon Jan 16, 2023 8:23 am
Distribution of Price Increases Over (Recent) Time

Last post by JohnDoh « Sat Jan 14, 2023 3:15 pm
Posted in Investing - Theory, News & General

by JohnDoh » Sat Jan 14, 2023 3:15 pm » in Investing - Theory, News & General

0 Replies

166 Views

Last post by JohnDoh
Sat Jan 14, 2023 3:15 pm
Inactive Vanguard Brokerage Account with a Negative Balance

Last post by Carno « Sat Jan 14, 2023 2:47 am
Posted in Personal Finance (Not Investing)

by Carno » Sat Jan 14, 2023 2:47 am » in Personal Finance (Not Investing)

0 Replies

207 Views

Last post by Carno
Sat Jan 14, 2023 2:47 am
Windfall From Trust

Last post by MOInvestor « Sat Jan 14, 2023 12:36 am
Posted in Personal Finance (Not Investing)

by MOInvestor » Sat Jan 14, 2023 12:36 am » in Personal Finance (Not Investing)

0 Replies

401 Views

Last post by MOInvestor
Sat Jan 14, 2023 12:36 am
Shopping for a best home loan?

Last post by jstage « Fri Jan 13, 2023 8:04 pm
Posted in Personal Finance (Not Investing)

by jstage » Fri Jan 13, 2023 8:04 pm » in Personal Finance (Not Investing)

0 Replies

169 Views

Last post by jstage
Fri Jan 13, 2023 8:04 pm
IRA transfer from Andrews FCU to Fidelity: super easy

Last post by Kevin M « Fri Jan 13, 2023 5:10 pm
Posted in Investing - Theory, News & General

by Kevin M » Fri Jan 13, 2023 5:10 pm » in Investing - Theory, News & General

0 Replies

177 Views

Last post by Kevin M
Fri Jan 13, 2023 5:10 pm
MegaBackdoor Roth with Company Stock

Last post by urkelfan « Fri Jan 13, 2023 10:24 am
Posted in Personal Finance (Not Investing)

by urkelfan » Fri Jan 13, 2023 10:24 am » in Personal Finance (Not Investing)

0 Replies

94 Views

Last post by urkelfan
Fri Jan 13, 2023 10:24 am
S-Corp in spouse's name: Bad idea?

Last post by Dassie « Fri Jan 13, 2023 7:39 am
Posted in Personal Investments

by Dassie » Fri Jan 13, 2023 7:39 am » in Personal Investments

0 Replies

182 Views

Last post by Dassie
Fri Jan 13, 2023 7:39 am
[Minimizing taxes on] sale of my company

Last post by hockey1 « Thu Jan 12, 2023 12:25 pm
Posted in Personal Finance (Not Investing)

by hockey1 » Thu Jan 12, 2023 12:25 pm » in Personal Finance (Not Investing)

0 Replies

74 Views

Last post by hockey1
Thu Jan 12, 2023 12:25 pm
Optum HSA to Fidelity transfer time

Last post by ny10036 « Thu Jan 12, 2023 10:46 am
Posted in Personal Investments

by ny10036 » Thu Jan 12, 2023 10:46 am » in Personal Investments

0 Replies

214 Views

Last post by ny10036
Thu Jan 12, 2023 10:46 am
CNET financial articles

Last post by squirrel1963 « Wed Jan 11, 2023 9:22 pm
Posted in Investing - Theory, News & General

by squirrel1963 » Wed Jan 11, 2023 9:22 pm » in Investing - Theory, News & General

0 Replies

372 Views

Last post by squirrel1963
Wed Jan 11, 2023 9:22 pm
Can one set Individual Treasuries to Spec ID at Vanguard? RESOLVED

Last post by hudson « Wed Jan 11, 2023 3:06 pm
Posted in Personal Investments

by hudson » Wed Jan 11, 2023 3:06 pm » in Personal Investments

0 Replies

135 Views

Last post by hudson
Wed Jan 11, 2023 3:06 pm

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