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Advice on Asset Allocation when starting out Taxable Account (Other retirements maxed)

Last post by gofarhaveacigar « Thu Apr 22, 2021 7:37 pm
Posted in Personal Investments

by gofarhaveacigar » Thu Apr 22, 2021 7:37 pm » in Personal Investments

0 Replies

38 Views

Last post by gofarhaveacigar
Thu Apr 22, 2021 7:37 pm
Help with pension choice calculation

Last post by marcopolo « Thu Apr 22, 2021 7:31 pm
Posted in Personal Finance (Not Investing)

by marcopolo » Thu Apr 22, 2021 7:31 pm » in Personal Finance (Not Investing)

0 Replies

51 Views

Last post by marcopolo
Thu Apr 22, 2021 7:31 pm
Portfolio Review

Last post by anewboglehead « Thu Apr 22, 2021 6:03 pm
Posted in Personal Investments

by anewboglehead » Thu Apr 22, 2021 6:03 pm » in Personal Investments

0 Replies

79 Views

Last post by anewboglehead
Thu Apr 22, 2021 6:03 pm
How to deal with employer failure to remove mis-contributions?

Last post by nerdymarketer « Thu Apr 22, 2021 4:04 pm
Posted in Personal Investments

by nerdymarketer » Thu Apr 22, 2021 4:04 pm » in Personal Investments

0 Replies

90 Views

Last post by nerdymarketer
Thu Apr 22, 2021 4:04 pm
Does a Reverse Mortgage Affect Capital Gains Down the Line?

Last post by roamingzebra « Thu Apr 22, 2021 4:00 pm
Posted in Personal Finance (Not Investing)

by roamingzebra » Thu Apr 22, 2021 4:00 pm » in Personal Finance (Not Investing)

0 Replies

59 Views

Last post by roamingzebra
Thu Apr 22, 2021 4:00 pm
CareCredit (medical credit card)

Last post by samtex « Thu Apr 22, 2021 2:12 pm
Posted in Personal Finance (Not Investing)

by samtex » Thu Apr 22, 2021 2:12 pm » in Personal Finance (Not Investing)

0 Replies

66 Views

Last post by samtex
Thu Apr 22, 2021 2:12 pm
Tax help for S corp

Last post by castiron « Thu Apr 22, 2021 1:51 pm
Posted in Personal Finance (Not Investing)

by castiron » Thu Apr 22, 2021 1:51 pm » in Personal Finance (Not Investing)

0 Replies

77 Views

Last post by castiron
Thu Apr 22, 2021 1:51 pm
Maintaining both SEP IRA and Solo 401K and Pub. 560 Contradictions

Last post by bricksifter « Thu Apr 22, 2021 1:27 pm
Posted in Personal Finance (Not Investing)

by bricksifter » Thu Apr 22, 2021 1:27 pm » in Personal Finance (Not Investing)

0 Replies

39 Views

Last post by bricksifter
Thu Apr 22, 2021 1:27 pm
HSA Over Contribution

Last post by ChickenChops « Thu Apr 22, 2021 12:56 pm
Posted in Personal Finance (Not Investing)

by ChickenChops » Thu Apr 22, 2021 12:56 pm » in Personal Finance (Not Investing)

0 Replies

40 Views

Last post by ChickenChops
Thu Apr 22, 2021 12:56 pm
Sale of Rental Property & Entertaining 1031/DST/Other Options

Last post by takingcharge « Thu Apr 22, 2021 9:26 am
Posted in Personal Finance (Not Investing)

by takingcharge » Thu Apr 22, 2021 9:26 am » in Personal Finance (Not Investing)

0 Replies

73 Views

Last post by takingcharge
Thu Apr 22, 2021 9:26 am
Son moving to Pensacola, requesting advice on where

Last post by jpohio « Wed Apr 21, 2021 3:03 pm
Posted in Personal Finance (Not Investing)

by jpohio » Wed Apr 21, 2021 3:03 pm » in Personal Finance (Not Investing)

0 Replies

173 Views

Last post by jpohio
Wed Apr 21, 2021 3:03 pm
401K After-Tax (Mega Backdoor Roth IRA): Employer Failed IRS Non-Discrimination Testing

Last post by Starry Night « Wed Apr 21, 2021 1:54 pm
Posted in Personal Investments

by Starry Night » Wed Apr 21, 2021 1:54 pm » in Personal Investments

0 Replies

127 Views

Last post by Starry Night
Wed Apr 21, 2021 1:54 pm
Effective tax rate on a $180k/yr retirement income for a US expat couple in Spain: 21 %?

Last post by wineandplaya « Wed Apr 21, 2021 12:23 pm
Posted in Spain

by wineandplaya » Wed Apr 21, 2021 12:23 pm » in Spain

0 Replies

133 Views

Last post by wineandplaya
Wed Apr 21, 2021 12:23 pm
Rebalancing Help

Last post by BizarroJerry « Tue Apr 20, 2021 2:45 pm
Posted in Personal Investments

by BizarroJerry » Tue Apr 20, 2021 2:45 pm » in Personal Investments

0 Replies

96 Views

Last post by BizarroJerry
Tue Apr 20, 2021 2:45 pm
Looks like Microsoft now supports Yubico key

Last post by Blue456 « Sun Apr 18, 2021 11:10 am
Posted in Personal Consumer Issues

by Blue456 » Sun Apr 18, 2021 11:10 am » in Personal Consumer Issues

0 Replies

160 Views

Last post by Blue456
Sun Apr 18, 2021 11:10 am
Anyone have the Interactive Brokers debit card (MasterCard)?

Last post by corp_sharecropper « Sat Apr 17, 2021 3:39 pm
Posted in Personal Finance (Not Investing)

by corp_sharecropper » Sat Apr 17, 2021 3:39 pm » in Personal Finance (Not Investing)

0 Replies

121 Views

Last post by corp_sharecropper
Sat Apr 17, 2021 3:39 pm
Turbo Tax and foreign tax credit for states

Last post by international001 « Sat Apr 17, 2021 12:42 pm
Posted in Investing - Theory, News & General

by international001 » Sat Apr 17, 2021 12:42 pm » in Investing - Theory, News & General

0 Replies

111 Views

Last post by international001
Sat Apr 17, 2021 12:42 pm
Insurance Questions [Life and disability]

Last post by PurpleTiger « Sat Apr 17, 2021 10:52 am
Posted in Personal Finance (Not Investing)

by PurpleTiger » Sat Apr 17, 2021 10:52 am » in Personal Finance (Not Investing)

0 Replies

150 Views

Last post by PurpleTiger
Sat Apr 17, 2021 10:52 am
Investment help for new Roth 457 account - California State University employee

Last post by CaliHummingbird « Fri Apr 16, 2021 2:45 pm
Posted in Personal Investments

by CaliHummingbird » Fri Apr 16, 2021 2:45 pm » in Personal Investments

0 Replies

124 Views

Last post by CaliHummingbird
Fri Apr 16, 2021 2:45 pm
Dependent Care FSA Tax Form/Logistics Question

Last post by need403bhelp « Thu Apr 15, 2021 5:33 pm
Posted in Personal Finance (Not Investing)

by need403bhelp » Thu Apr 15, 2021 5:33 pm » in Personal Finance (Not Investing)

0 Replies

88 Views

Last post by need403bhelp
Thu Apr 15, 2021 5:33 pm
Any Bogleheads from former Yugoslavia?

Last post by MrCurious « Thu Apr 15, 2021 7:54 am
Posted in Non-US Chapters

by MrCurious » Thu Apr 15, 2021 7:54 am » in Non-US Chapters

0 Replies

104 Views

Last post by MrCurious
Thu Apr 15, 2021 7:54 am
Anyone else a retiree from the University of California - Need Help Navigating Health Retirement Benefits

Last post by MrCheapo « Wed Apr 14, 2021 8:09 am
Posted in Personal Finance (Not Investing)

by MrCheapo » Wed Apr 14, 2021 8:09 am » in Personal Finance (Not Investing)

0 Replies

133 Views

Last post by MrCheapo
Wed Apr 14, 2021 8:09 am
Good online leadership courses?

Last post by gogreen « Tue Apr 13, 2021 8:51 pm
Posted in Personal Finance (Not Investing)

by gogreen » Tue Apr 13, 2021 8:51 pm » in Personal Finance (Not Investing)

0 Replies

151 Views

Last post by gogreen
Tue Apr 13, 2021 8:51 pm
Form 1116 (employment) accrued foreign taxes

Last post by oslocal « Tue Apr 13, 2021 2:02 pm
Posted in Personal Finance (Not Investing)

by oslocal » Tue Apr 13, 2021 2:02 pm » in Personal Finance (Not Investing)

0 Replies

73 Views

Last post by oslocal
Tue Apr 13, 2021 2:02 pm
Paying estimated taxes for the first year as Single after divorce

Last post by boomergeneration « Tue Apr 13, 2021 11:34 am
Posted in Personal Finance (Not Investing)

by boomergeneration » Tue Apr 13, 2021 11:34 am » in Personal Finance (Not Investing)

0 Replies

127 Views

Last post by boomergeneration
Tue Apr 13, 2021 11:34 am
Set up model portfolio to track progress

Last post by HappyJack « Tue Apr 13, 2021 6:33 am
Posted in Personal Investments

by HappyJack » Tue Apr 13, 2021 6:33 am » in Personal Investments

0 Replies

150 Views

Last post by HappyJack
Tue Apr 13, 2021 6:33 am
new member, new portfolio (foreigner living in US)

Last post by Astones « Mon Apr 12, 2021 3:46 pm
Posted in Personal Investments

by Astones » Mon Apr 12, 2021 3:46 pm » in Personal Investments

0 Replies

97 Views

Last post by Astones
Mon Apr 12, 2021 3:46 pm
Have you done a credit carryback for foreign taxes?

Last post by House Blend « Mon Apr 12, 2021 2:43 pm
Posted in Personal Finance (Not Investing)

by House Blend » Mon Apr 12, 2021 2:43 pm » in Personal Finance (Not Investing)

0 Replies

94 Views

Last post by House Blend
Mon Apr 12, 2021 2:43 pm
Advisor Shares Question

Last post by jackb1117 « Sun Apr 11, 2021 9:59 pm
Posted in Personal Finance (Not Investing)

by jackb1117 » Sun Apr 11, 2021 9:59 pm » in Personal Finance (Not Investing)

0 Replies

128 Views

Last post by jackb1117
Sun Apr 11, 2021 9:59 pm
Capital loss carryforward for State Tax return in multiple state

Last post by jane1 « Sat Apr 10, 2021 3:29 pm
Posted in Personal Finance (Not Investing)

by jane1 » Sat Apr 10, 2021 3:29 pm » in Personal Finance (Not Investing)

0 Replies

100 Views

Last post by jane1
Sat Apr 10, 2021 3:29 pm
Check my Combination Split Superfunding and annual Contributions to child’s 529

Last post by Jvitale « Sat Apr 10, 2021 9:58 am
Posted in Personal Investments

by Jvitale » Sat Apr 10, 2021 9:58 am » in Personal Investments

0 Replies

67 Views

Last post by Jvitale
Sat Apr 10, 2021 9:58 am
PSA: H&R 4/8/2021 update -> Unemployment benefit exclusion

Last post by KlangFool « Fri Apr 09, 2021 6:16 pm
Posted in Personal Finance (Not Investing)

by KlangFool » Fri Apr 09, 2021 6:16 pm » in Personal Finance (Not Investing)

0 Replies

141 Views

Last post by KlangFool
Fri Apr 09, 2021 6:16 pm
Taxes 2019

Last post by HappyPeaceful « Thu Apr 08, 2021 12:24 pm
Posted in Personal Finance (Not Investing)

by HappyPeaceful » Thu Apr 08, 2021 12:24 pm » in Personal Finance (Not Investing)

0 Replies

131 Views

Last post by HappyPeaceful
Thu Apr 08, 2021 12:24 pm
GNMA cash flow

Last post by FinancialLearner « Thu Apr 08, 2021 11:40 am
Posted in Investing - Theory, News & General

by FinancialLearner » Thu Apr 08, 2021 11:40 am » in Investing - Theory, News & General

0 Replies

169 Views

Last post by FinancialLearner
Thu Apr 08, 2021 11:40 am
Solo401k Excess Deferral & 2020 Taxes

Last post by dbogleheadmd « Wed Apr 07, 2021 1:11 pm
Posted in Personal Investments

by dbogleheadmd » Wed Apr 07, 2021 1:11 pm » in Personal Investments

0 Replies

95 Views

Last post by dbogleheadmd
Wed Apr 07, 2021 1:11 pm
529 vs. Vanguard Retirement fund in Roth IRA

Last post by Thevillianinbrown « Wed Apr 07, 2021 12:34 pm
Posted in Personal Finance (Not Investing)

by Thevillianinbrown » Wed Apr 07, 2021 12:34 pm » in Personal Finance (Not Investing)

0 Replies

115 Views

Last post by Thevillianinbrown
Wed Apr 07, 2021 12:34 pm
Switching 401(k) providers (plan amendment)--do I have to transfer old assets?

Last post by BusterMcTaco « Tue Apr 06, 2021 5:11 pm
Posted in Personal Investments

by BusterMcTaco » Tue Apr 06, 2021 5:11 pm » in Personal Investments

0 Replies

164 Views

Last post by BusterMcTaco
Tue Apr 06, 2021 5:11 pm
Need advice on portfolio and deferred income account

Last post by Investforfi2021 « Tue Apr 06, 2021 4:21 pm
Posted in Personal Investments

by Investforfi2021 » Tue Apr 06, 2021 4:21 pm » in Personal Investments

0 Replies

114 Views

Last post by Investforfi2021
Tue Apr 06, 2021 4:21 pm
Mortgage Refi: Exhibit A Not Included with Deed

Last post by Barntime « Tue Apr 06, 2021 12:03 pm
Posted in Personal Finance (Not Investing)

by Barntime » Tue Apr 06, 2021 12:03 pm » in Personal Finance (Not Investing)

0 Replies

129 Views

Last post by Barntime
Tue Apr 06, 2021 12:03 pm
Buying Appliances from Greentoe?

Last post by Saving$ « Mon Apr 05, 2021 8:25 pm
Posted in Personal Consumer Issues

by Saving$ » Mon Apr 05, 2021 8:25 pm » in Personal Consumer Issues

0 Replies

244 Views

Last post by Saving$
Mon Apr 05, 2021 8:25 pm
Investing advice for a new parent

Last post by newparentNYC « Sun Apr 04, 2021 2:27 pm
Posted in Personal Investments

by newparentNYC » Sun Apr 04, 2021 2:27 pm » in Personal Investments

0 Replies

127 Views

Last post by newparentNYC
Sun Apr 04, 2021 2:27 pm
Withdraw from a pre-tax IRA in Bulgaria

Last post by assyadh « Sun Apr 04, 2021 12:48 pm
Posted in Non-US Investing

by assyadh » Sun Apr 04, 2021 12:48 pm » in Non-US Investing

0 Replies

395 Views

Last post by assyadh
Sun Apr 04, 2021 12:48 pm
Experience with worthy.com?

Last post by delamer « Fri Apr 02, 2021 7:39 pm
Posted in Personal Consumer Issues

by delamer » Fri Apr 02, 2021 7:39 pm » in Personal Consumer Issues

0 Replies

264 Views

Last post by delamer
Fri Apr 02, 2021 7:39 pm
HELOC Refinancing to Fixed Rate and Vanguard Index Strategy

Last post by 007Investor « Fri Apr 02, 2021 5:51 pm
Posted in Personal Finance (Not Investing)

by 007Investor » Fri Apr 02, 2021 5:51 pm » in Personal Finance (Not Investing)

0 Replies

185 Views

Last post by 007Investor
Fri Apr 02, 2021 5:51 pm
L1/L2 Dividend Withholding Tax on VWRD

Last post by galeno « Fri Apr 02, 2021 3:15 pm
Posted in Non-US Investing

by galeno » Fri Apr 02, 2021 3:15 pm » in Non-US Investing

0 Replies

448 Views

Last post by galeno
Fri Apr 02, 2021 3:15 pm
Barclays 6/24 rule

Last post by SlowMovingInvestor « Fri Apr 02, 2021 10:01 am
Posted in Personal Finance (Not Investing)

by SlowMovingInvestor » Fri Apr 02, 2021 10:01 am » in Personal Finance (Not Investing)

0 Replies

233 Views

Last post by SlowMovingInvestor
Fri Apr 02, 2021 10:01 am
Obtaining EIN for Condo Trust

Last post by sometalk « Fri Apr 02, 2021 7:04 am
Posted in Personal Finance (Not Investing)

by sometalk » Fri Apr 02, 2021 7:04 am » in Personal Finance (Not Investing)

0 Replies

175 Views

Last post by sometalk
Fri Apr 02, 2021 7:04 am
Combination FSA funding

Last post by vas « Thu Apr 01, 2021 12:05 pm
Posted in Personal Finance (Not Investing)

by vas » Thu Apr 01, 2021 12:05 pm » in Personal Finance (Not Investing)

0 Replies

119 Views

Last post by vas
Thu Apr 01, 2021 12:05 pm
Reading Ticker Tape

Last post by chris319 « Thu Apr 01, 2021 6:37 am
Posted in Investing - Theory, News & General

by chris319 » Thu Apr 01, 2021 6:37 am » in Investing - Theory, News & General

0 Replies

221 Views

Last post by chris319
Thu Apr 01, 2021 6:37 am
HELOC - NC

Last post by SuperXmas « Wed Mar 31, 2021 2:16 pm
Posted in Personal Finance (Not Investing)

by SuperXmas » Wed Mar 31, 2021 2:16 pm » in Personal Finance (Not Investing)

0 Replies

133 Views

Last post by SuperXmas
Wed Mar 31, 2021 2:16 pm

Search found more than 1000 matches

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