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Any trustees (or Donors) out there? Nuts and Bolts of Crummey Trust and words of wisdom

Last post by mbt863 « Tue Apr 20, 2021 5:06 pm
Posted in Personal Investments

by mbt863 » Tue Apr 20, 2021 5:06 pm » in Personal Investments

0 Replies

128 Views

Last post by mbt863
Tue Apr 20, 2021 5:06 pm
Mega Backdoor conversion : Personal Check from provider

Last post by cdstx « Tue Apr 20, 2021 3:30 pm
Posted in Personal Finance (Not Investing)

by cdstx » Tue Apr 20, 2021 3:30 pm » in Personal Finance (Not Investing)

0 Replies

43 Views

Last post by cdstx
Tue Apr 20, 2021 3:30 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

39 Views

Last post by BizarroJerry
Tue Apr 20, 2021 2:45 pm
Figuring the FTC,Form 1116

Last post by rick51 « Tue Apr 20, 2021 9:19 am
Posted in Personal Finance (Not Investing)

by rick51 » Tue Apr 20, 2021 9:19 am » in Personal Finance (Not Investing)

0 Replies

72 Views

Last post by rick51
Tue Apr 20, 2021 9:19 am
Seeking advice for investing in Singapore

Last post by sam4206 « Tue Apr 20, 2021 1:41 am
Posted in Non-US Investing

by sam4206 » Tue Apr 20, 2021 1:41 am » in Non-US Investing

0 Replies

89 Views

Last post by sam4206
Tue Apr 20, 2021 1:41 am
Investment for my son college

Last post by dippieffe « Tue Apr 20, 2021 12:40 am
Posted in Personal Investments

by dippieffe » Tue Apr 20, 2021 12:40 am » in Personal Investments

0 Replies

100 Views

Last post by dippieffe
Tue Apr 20, 2021 12:40 am
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

151 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

112 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

104 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

132 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

117 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

82 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

96 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

123 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

144 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

65 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

118 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

142 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

89 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

86 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

120 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

94 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

61 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

134 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

123 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

163 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

87 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

105 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

153 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

108 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

121 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

236 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

121 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

382 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

252 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

171 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

439 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

222 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

167 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

108 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

210 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

124 Views

Last post by SuperXmas
Wed Mar 31, 2021 2:16 pm
Paid services that delete your online data for you

Last post by Tejfyy « Wed Mar 31, 2021 11:45 am
Posted in Personal Consumer Issues

by Tejfyy » Wed Mar 31, 2021 11:45 am » in Personal Consumer Issues

0 Replies

246 Views

Last post by Tejfyy
Wed Mar 31, 2021 11:45 am
Tax Red Flags

Last post by chris319 « Tue Mar 30, 2021 11:26 pm
Posted in Investing - Theory, News & General

by chris319 » Tue Mar 30, 2021 11:26 pm » in Investing - Theory, News & General

0 Replies

471 Views

Last post by chris319
Tue Mar 30, 2021 11:26 pm
Married Filing Separately with different nationality/residence status

Last post by rjm_cali « Tue Mar 30, 2021 6:19 pm
Posted in Personal Finance (Not Investing)

by rjm_cali » Tue Mar 30, 2021 6:19 pm » in Personal Finance (Not Investing)

0 Replies

156 Views

Last post by rjm_cali
Tue Mar 30, 2021 6:19 pm
American Rescue Plan: Child and Dependent Care Credit with student spouse

Last post by wineandplaya « Tue Mar 30, 2021 5:47 pm
Posted in Personal Finance (Not Investing)

by wineandplaya » Tue Mar 30, 2021 5:47 pm » in Personal Finance (Not Investing)

0 Replies

144 Views

Last post by wineandplaya
Tue Mar 30, 2021 5:47 pm
Brokerage Account & FATCA reporting restrictions

Last post by TheITGuy « Tue Mar 30, 2021 4:26 pm
Posted in Personal Investments

by TheITGuy » Tue Mar 30, 2021 4:26 pm » in Personal Investments

0 Replies

170 Views

Last post by TheITGuy
Tue Mar 30, 2021 4:26 pm
2Y 10Y and 30Y treasury yield futures now available with <$2K notional value/contract (Small Exchange)

Last post by corp_sharecropper « Tue Mar 30, 2021 10:54 am
Posted in Investing - Theory, News & General

by corp_sharecropper » Tue Mar 30, 2021 10:54 am » in Investing - Theory, News & General

0 Replies

187 Views

Last post by corp_sharecropper
Tue Mar 30, 2021 10:54 am
Selling a property held in an LLC and tax id #

Last post by FOGU « Mon Mar 29, 2021 10:45 pm
Posted in Personal Finance (Not Investing)

by FOGU » Mon Mar 29, 2021 10:45 pm » in Personal Finance (Not Investing)

0 Replies

155 Views

Last post by FOGU
Mon Mar 29, 2021 10:45 pm
Form 8606 Explanatory Statement: Credit Karma Tax

Last post by tashnewbie « Mon Mar 29, 2021 12:06 pm
Posted in Personal Finance (Not Investing)

by tashnewbie » Mon Mar 29, 2021 12:06 pm » in Personal Finance (Not Investing)

0 Replies

159 Views

Last post by tashnewbie
Mon Mar 29, 2021 12:06 pm

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