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Aftertax 401K rollover to Roth IRA

Last post by Zonian59 « Thu Apr 26, 2018 2:43 am
Posted in Personal Finance (Not Investing)

by Zonian59 » Thu Apr 26, 2018 2:43 am » in Personal Finance (Not Investing)

0 Replies

44 Views

Last post by Zonian59
Thu Apr 26, 2018 2:43 am
Need help with highly skewed+multiple Portfolio management

Last post by srsnerdshack « Thu Apr 26, 2018 12:52 am
Posted in Investing - Help with Personal Investments

by srsnerdshack » Thu Apr 26, 2018 12:52 am » in Investing - Help with Personal Investments

0 Replies

14 Views

Last post by srsnerdshack
Thu Apr 26, 2018 12:52 am
Medicare Denial- How to Proceed?

Last post by HankN50511 « Wed Apr 25, 2018 11:27 pm
Posted in Personal Consumer Issues

by HankN50511 » Wed Apr 25, 2018 11:27 pm » in Personal Consumer Issues

0 Replies

6 Views

Last post by HankN50511
Wed Apr 25, 2018 11:27 pm
Would you critique my portfolio please? Thanks!

Last post by FOGU « Wed Apr 25, 2018 11:07 pm
Posted in Investing - Help with Personal Investments

by FOGU » Wed Apr 25, 2018 11:07 pm » in Investing - Help with Personal Investments

0 Replies

5 Views

Last post by FOGU
Wed Apr 25, 2018 11:07 pm
Portfolio/Investment Question

Last post by Austin2011 « Wed Apr 25, 2018 10:53 pm
Posted in Investing - Help with Personal Investments

by Austin2011 » Wed Apr 25, 2018 10:53 pm » in Investing - Help with Personal Investments

0 Replies

4 Views

Last post by Austin2011
Wed Apr 25, 2018 10:53 pm
529 for K-12 private school strategy

Last post by mookie « Wed Apr 25, 2018 3:46 pm
Posted in Investing - Help with Personal Investments

by mookie » Wed Apr 25, 2018 3:46 pm » in Investing - Help with Personal Investments

0 Replies

115 Views

Last post by mookie
Wed Apr 25, 2018 3:46 pm
Adoption assistance from employer

Last post by TareNeko « Wed Apr 25, 2018 11:10 am
Posted in Personal Finance (Not Investing)

by TareNeko » Wed Apr 25, 2018 11:10 am » in Personal Finance (Not Investing)

0 Replies

82 Views

Last post by TareNeko
Wed Apr 25, 2018 11:10 am
Funding [size of mutual funds]

Last post by jadeemars « Tue Apr 24, 2018 8:18 am
Posted in Investing - Theory, News & General

by jadeemars » Tue Apr 24, 2018 8:18 am » in Investing - Theory, News & General

0 Replies

26 Views

Last post by jadeemars
Tue Apr 24, 2018 8:18 am
Billpay from corporate account?

Last post by Luckywon « Tue Apr 24, 2018 1:22 am
Posted in Personal Finance (Not Investing)

by Luckywon » Tue Apr 24, 2018 1:22 am » in Personal Finance (Not Investing)

0 Replies

116 Views

Last post by Luckywon
Tue Apr 24, 2018 1:22 am
Credit bureaus have different addresses!

Last post by sgilmarti89 « Mon Apr 23, 2018 11:45 pm
Posted in Personal Finance (Not Investing)

by sgilmarti89 » Mon Apr 23, 2018 11:45 pm » in Personal Finance (Not Investing)

0 Replies

126 Views

Last post by sgilmarti89
Mon Apr 23, 2018 11:45 pm
Asset Decumulation or Asset Preservation? What Guides Retirement Spending?

Last post by Enkidu « Mon Apr 23, 2018 1:47 pm
Posted in Investing - Theory, News & General

by Enkidu » Mon Apr 23, 2018 1:47 pm » in Investing - Theory, News & General

0 Replies

188 Views

Last post by Enkidu
Mon Apr 23, 2018 1:47 pm
Help with 401K and BDA IRA [Beneficiary Distribution Account IRA]

Last post by Petorius « Sun Apr 22, 2018 7:24 pm
Posted in Investing - Help with Personal Investments

by Petorius » Sun Apr 22, 2018 7:24 pm » in Investing - Help with Personal Investments

0 Replies

54 Views

Last post by Petorius
Sun Apr 22, 2018 7:24 pm
Slimline AC condenser

Last post by pjv « Sat Apr 21, 2018 4:47 pm
Posted in Personal Consumer Issues

by pjv » Sat Apr 21, 2018 4:47 pm » in Personal Consumer Issues

0 Replies

99 Views

Last post by pjv
Sat Apr 21, 2018 4:47 pm
Barclays US Savings iOS App.

Last post by ThePrince « Sat Apr 21, 2018 12:27 pm
Posted in Investing - Theory, News & General

by ThePrince » Sat Apr 21, 2018 12:27 pm » in Investing - Theory, News & General

0 Replies

97 Views

Last post by ThePrince
Sat Apr 21, 2018 12:27 pm
'Behavior Gap' or 'Inspection Paradox'?

Last post by JoMoney « Fri Apr 20, 2018 9:28 am
Posted in Investing - Theory, News & General

by JoMoney » Fri Apr 20, 2018 9:28 am » in Investing - Theory, News & General

0 Replies

250 Views

Last post by JoMoney
Fri Apr 20, 2018 9:28 am
Taxes and a new, small business

Last post by TresBelle65 « Fri Apr 20, 2018 2:13 am
Posted in Personal Finance (Not Investing)

by TresBelle65 » Fri Apr 20, 2018 2:13 am » in Personal Finance (Not Investing)

0 Replies

172 Views

Last post by TresBelle65
Fri Apr 20, 2018 2:13 am
Ubiquity 401k

Last post by blackbird123 « Thu Apr 19, 2018 4:57 pm
Posted in Personal Finance (Not Investing)

by blackbird123 » Thu Apr 19, 2018 4:57 pm » in Personal Finance (Not Investing)

0 Replies

186 Views

Last post by blackbird123
Thu Apr 19, 2018 4:57 pm
Morningstar's Favorites (US/Intl Equities and Bonds)

Last post by cfs « Thu Apr 19, 2018 2:25 pm
Posted in Investing - Theory, News & General

by cfs » Thu Apr 19, 2018 2:25 pm » in Investing - Theory, News & General

0 Replies

231 Views

Last post by cfs
Thu Apr 19, 2018 2:25 pm
[ETF.com] Vanguard Active [Factor] ETFs Slow To Grow

Last post by lack_ey « Thu Apr 19, 2018 10:13 am
Posted in Investing - Theory, News & General

by lack_ey » Thu Apr 19, 2018 10:13 am » in Investing - Theory, News & General

0 Replies

289 Views

Last post by lack_ey
Thu Apr 19, 2018 10:13 am
Parents' joint EF - PurePoint Financial vs Synchrony vs other

Last post by need403bhelp « Wed Apr 18, 2018 6:08 pm
Posted in Personal Finance (Not Investing)

by need403bhelp » Wed Apr 18, 2018 6:08 pm » in Personal Finance (Not Investing)

0 Replies

223 Views

Last post by need403bhelp
Wed Apr 18, 2018 6:08 pm
Purchasing New Home - Strategies in HCOL Area?

Last post by jasonrecite25 « Wed Apr 18, 2018 11:29 am
Posted in Personal Finance (Not Investing)

by jasonrecite25 » Wed Apr 18, 2018 11:29 am » in Personal Finance (Not Investing)

0 Replies

353 Views

Last post by jasonrecite25
Wed Apr 18, 2018 11:29 am
HSA in California : VTAPX or VIPIX

Last post by Lynx310650 « Tue Apr 17, 2018 7:04 pm
Posted in Investing - Help with Personal Investments

by Lynx310650 » Tue Apr 17, 2018 7:04 pm » in Investing - Help with Personal Investments

0 Replies

195 Views

Last post by Lynx310650
Tue Apr 17, 2018 7:04 pm
Health care subsidies

Last post by CABob « Tue Apr 17, 2018 2:42 pm
Posted in Investing - Theory, News & General

by CABob » Tue Apr 17, 2018 2:42 pm » in Investing - Theory, News & General

0 Replies

315 Views

Last post by CABob
Tue Apr 17, 2018 2:42 pm
TaxAct Bug with multiple state returns

Last post by panhead « Tue Apr 17, 2018 12:14 pm
Posted in Personal Finance (Not Investing)

by panhead » Tue Apr 17, 2018 12:14 pm » in Personal Finance (Not Investing)

0 Replies

172 Views

Last post by panhead
Tue Apr 17, 2018 12:14 pm
RTP, NC Chapter Meeting 11:00 AM Sat May 12, 2018

Last post by Steve Thorpe « Mon Apr 16, 2018 9:11 pm
Posted in Local Chapters and Bogleheads Community

by Steve Thorpe » Mon Apr 16, 2018 9:11 pm » in Local Chapters and Bogleheads Community

0 Replies

197 Views

Last post by Steve Thorpe
Mon Apr 16, 2018 9:11 pm
Amend 2016 Taxes or wait for NY State/City...

Last post by Johnsson « Mon Apr 16, 2018 5:59 pm
Posted in Personal Finance (Not Investing)

by Johnsson » Mon Apr 16, 2018 5:59 pm » in Personal Finance (Not Investing)

0 Replies

178 Views

Last post by Johnsson
Mon Apr 16, 2018 5:59 pm
529 rollover to family member of beneficiary - twelve month rule

Last post by yogesh « Sun Apr 15, 2018 9:35 pm
Posted in Investing - Help with Personal Investments

by yogesh » Sun Apr 15, 2018 9:35 pm » in Investing - Help with Personal Investments

0 Replies

193 Views

Last post by yogesh
Sun Apr 15, 2018 9:35 pm
Interstate Unemployment Claim Tax Question

Last post by jb9 « Sun Apr 15, 2018 9:32 pm
Posted in Personal Finance (Not Investing)

by jb9 » Sun Apr 15, 2018 9:32 pm » in Personal Finance (Not Investing)

0 Replies

166 Views

Last post by jb9
Sun Apr 15, 2018 9:32 pm
The New York State VDC program

Last post by jersey « Sun Apr 15, 2018 2:56 pm
Posted in Investing - Help with Personal Investments

by jersey » Sun Apr 15, 2018 2:56 pm » in Investing - Help with Personal Investments

0 Replies

166 Views

Last post by jersey
Sun Apr 15, 2018 2:56 pm
TurboTax Excess contribution to HSA (2016) and distribution

Last post by HelloImAMac « Sun Apr 15, 2018 11:24 am
Posted in Personal Finance (Not Investing)

by HelloImAMac » Sun Apr 15, 2018 11:24 am » in Personal Finance (Not Investing)

0 Replies

135 Views

Last post by HelloImAMac
Sun Apr 15, 2018 11:24 am
help with K-1 (1041) beneficiary Box 11 deductions A-E

Last post by F150HD « Sat Apr 14, 2018 1:57 pm
Posted in Personal Finance (Not Investing)

by F150HD » Sat Apr 14, 2018 1:57 pm » in Personal Finance (Not Investing)

0 Replies

146 Views

Last post by F150HD
Sat Apr 14, 2018 1:57 pm
HSA Excess Distributions (Tax Filing)

Last post by Comhaltas « Thu Apr 12, 2018 9:44 pm
Posted in Personal Finance (Not Investing)

by Comhaltas » Thu Apr 12, 2018 9:44 pm » in Personal Finance (Not Investing)

0 Replies

167 Views

Last post by Comhaltas
Thu Apr 12, 2018 9:44 pm
Is there a version of optoutscreen for DUNS #?

Last post by xkunalx « Thu Apr 12, 2018 2:37 pm
Posted in Personal Finance (Not Investing)

by xkunalx » Thu Apr 12, 2018 2:37 pm » in Personal Finance (Not Investing)

0 Replies

176 Views

Last post by xkunalx
Thu Apr 12, 2018 2:37 pm
Carsharing and Car Financing Agreements

Last post by rynlee « Wed Apr 11, 2018 8:20 am
Posted in Personal Finance (Not Investing)

by rynlee » Wed Apr 11, 2018 8:20 am » in Personal Finance (Not Investing)

0 Replies

180 Views

Last post by rynlee
Wed Apr 11, 2018 8:20 am
Which deduction comes first in tax year 2018?

Last post by KSM_Husker « Mon Apr 09, 2018 10:48 pm
Posted in Investing - Help with Personal Investments

by KSM_Husker » Mon Apr 09, 2018 10:48 pm » in Investing - Help with Personal Investments

0 Replies

283 Views

Last post by KSM_Husker
Mon Apr 09, 2018 10:48 pm
Need Help With 1099Q

Last post by ppar87 « Mon Apr 09, 2018 10:30 pm
Posted in Personal Finance (Not Investing)

by ppar87 » Mon Apr 09, 2018 10:30 pm » in Personal Finance (Not Investing)

0 Replies

102 Views

Last post by ppar87
Mon Apr 09, 2018 10:30 pm
Mega-backdoor roth ira conversion after maxing out $54k limit

Last post by international001 « Mon Apr 09, 2018 12:49 pm
Posted in Personal Finance (Not Investing)

by international001 » Mon Apr 09, 2018 12:49 pm » in Personal Finance (Not Investing)

0 Replies

214 Views

Last post by international001
Mon Apr 09, 2018 12:49 pm
Has anyone taken a Road Scholar trip to Africa?

Last post by cadreamer2015 « Sun Apr 08, 2018 5:43 pm
Posted in Personal Consumer Issues

by cadreamer2015 » Sun Apr 08, 2018 5:43 pm » in Personal Consumer Issues

0 Replies

289 Views

Last post by cadreamer2015
Sun Apr 08, 2018 5:43 pm
Mandatory distributions?

Last post by Justice44 « Sun Apr 08, 2018 10:07 am
Posted in Personal Finance (Not Investing)

by Justice44 » Sun Apr 08, 2018 10:07 am » in Personal Finance (Not Investing)

0 Replies

193 Views

Last post by Justice44
Sun Apr 08, 2018 10:07 am
Excess SEP-IRA contribution/Haven't filed taxes yet...never mind, I figured it out!

Last post by Noalani « Sat Apr 07, 2018 8:47 pm
Posted in Personal Finance (Not Investing)

by Noalani » Sat Apr 07, 2018 8:47 pm » in Personal Finance (Not Investing)

0 Replies

135 Views

Last post by Noalani
Sat Apr 07, 2018 8:47 pm
Investment Interest Deduction for Buy-in?

Last post by RootCanalDr « Sat Apr 07, 2018 10:15 am
Posted in Personal Finance (Not Investing)

by RootCanalDr » Sat Apr 07, 2018 10:15 am » in Personal Finance (Not Investing)

0 Replies

123 Views

Last post by RootCanalDr
Sat Apr 07, 2018 10:15 am
Amended return forgotten direct rollover with no tax liability change

Last post by terran « Thu Apr 05, 2018 10:22 pm
Posted in Personal Finance (Not Investing)

by terran » Thu Apr 05, 2018 10:22 pm » in Personal Finance (Not Investing)

0 Replies

188 Views

Last post by terran
Thu Apr 05, 2018 10:22 pm
Moved post - Household employee > Surepayroll vs Homepay (care.com)

Last post by standard7 « Thu Apr 05, 2018 1:22 pm
Posted in Investing - Help with Personal Investments

by standard7 » Thu Apr 05, 2018 1:22 pm » in Investing - Help with Personal Investments

0 Replies

186 Views

Last post by standard7
Thu Apr 05, 2018 1:22 pm
Can I use 529 plan money to pay for CME course?

Last post by haserm « Wed Apr 04, 2018 12:42 pm
Posted in Personal Finance (Not Investing)

by haserm » Wed Apr 04, 2018 12:42 pm » in Personal Finance (Not Investing)

0 Replies

232 Views

Last post by haserm
Wed Apr 04, 2018 12:42 pm
These are My Suggestions for Improvements to Vanguards (brokerage) Website

Last post by PGR « Wed Apr 04, 2018 8:42 am
Posted in Personal Finance (Not Investing)

by PGR » Wed Apr 04, 2018 8:42 am » in Personal Finance (Not Investing)

0 Replies

230 Views

Last post by PGR
Wed Apr 04, 2018 8:42 am
Prescient Decisions & Gut Reactions

Last post by digarei « Wed Apr 04, 2018 6:02 am
Posted in Local Chapters and Bogleheads Community

by digarei » Wed Apr 04, 2018 6:02 am » in Local Chapters and Bogleheads Community

0 Replies

633 Views

Last post by digarei
Wed Apr 04, 2018 6:02 am
Supplemental Tax Information Statement - Mortgage bonds

Last post by jimmy « Mon Apr 02, 2018 8:21 pm
Posted in Personal Finance (Not Investing)

by jimmy » Mon Apr 02, 2018 8:21 pm » in Personal Finance (Not Investing)

0 Replies

166 Views

Last post by jimmy
Mon Apr 02, 2018 8:21 pm
Question: Tax approach for return of Roth 401K excess contribution - 2017

Last post by mstein1717 « Mon Apr 02, 2018 2:46 pm
Posted in Investing - Help with Personal Investments

by mstein1717 » Mon Apr 02, 2018 2:46 pm » in Investing - Help with Personal Investments

0 Replies

156 Views

Last post by mstein1717
Mon Apr 02, 2018 2:46 pm
Hong Kong Investing

Last post by Curny « Mon Apr 02, 2018 6:18 am
Posted in Investing - Help with Personal Investments

by Curny » Mon Apr 02, 2018 6:18 am » in Investing - Help with Personal Investments

0 Replies

132 Views

Last post by Curny
Mon Apr 02, 2018 6:18 am
Margin Interest Deduction

Last post by JustAsking « Sun Apr 01, 2018 4:05 pm
Posted in Personal Finance (Not Investing)

by JustAsking » Sun Apr 01, 2018 4:05 pm » in Personal Finance (Not Investing)

0 Replies

218 Views

Last post by JustAsking
Sun Apr 01, 2018 4:05 pm

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