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Recharacterization from Roth IRA to TIRA

Last post by Linanq3l « Sat Apr 10, 2021 10:25 pm
Posted in Personal Investments

by Linanq3l » Sat Apr 10, 2021 10:25 pm » in Personal Investments

0 Replies

24 Views

Last post by Linanq3l
Sat Apr 10, 2021 10:25 pm
Tax Question

Last post by peddler12 « Sat Apr 10, 2021 10:21 pm
Posted in Personal Finance (Not Investing)

by peddler12 » Sat Apr 10, 2021 10:21 pm » in Personal Finance (Not Investing)

0 Replies

65 Views

Last post by peddler12
Sat Apr 10, 2021 10:21 pm
Financial Check-Up - Job Flexibility?

Last post by LandOLakes « Sat Apr 10, 2021 10:07 pm
Posted in Personal Investments

by LandOLakes » Sat Apr 10, 2021 10:07 pm » in Personal Investments

0 Replies

71 Views

Last post by LandOLakes
Sat Apr 10, 2021 10:07 pm
Seeking advice - College selection - Premed

Last post by learn101 « Sat Apr 10, 2021 10:07 pm
Posted in Personal Finance (Not Investing)

by learn101 » Sat Apr 10, 2021 10:07 pm » in Personal Finance (Not Investing)

0 Replies

1 Views

Last post by learn101
Sat Apr 10, 2021 10:07 pm
No Salt Water Conditioners

Last post by hoops777 « Sat Apr 10, 2021 9:54 pm
Posted in Personal Consumer Issues

by hoops777 » Sat Apr 10, 2021 9:54 pm » in Personal Consumer Issues

0 Replies

81 Views

Last post by hoops777
Sat Apr 10, 2021 9:54 pm
Home Owner's Insurance Questions

Last post by catchinup « Sat Apr 10, 2021 8:41 pm
Posted in Personal Finance (Not Investing)

by catchinup » Sat Apr 10, 2021 8:41 pm » in Personal Finance (Not Investing)

0 Replies

108 Views

Last post by catchinup
Sat Apr 10, 2021 8:41 pm
Homeowner Insurance Claim

Last post by 4nickt « Sat Apr 10, 2021 7:59 pm
Posted in Personal Finance (Not Investing)

by 4nickt » Sat Apr 10, 2021 7:59 pm » in Personal Finance (Not Investing)

0 Replies

129 Views

Last post by 4nickt
Sat Apr 10, 2021 7:59 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

76 Views

Last post by jane1
Sat Apr 10, 2021 3:29 pm
Creating revocable trust just for buying I Bonds?

Last post by BrokerageZelda « Sat Apr 10, 2021 11:02 am
Posted in Personal Investments

by BrokerageZelda » Sat Apr 10, 2021 11:02 am » in Personal Investments

0 Replies

110 Views

Last post by BrokerageZelda
Sat Apr 10, 2021 11:02 am
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

38 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

124 Views

Last post by KlangFool
Fri Apr 09, 2021 6:16 pm
Investment / Withdrawal in taxable / tax-deferred (401K), tax-exempt (Roth IRA) accounts

Last post by ThisJustIn « Fri Apr 09, 2021 11:59 am
Posted in Personal Investments

by ThisJustIn » Fri Apr 09, 2021 11:59 am » in Personal Investments

0 Replies

122 Views

Last post by ThisJustIn
Fri Apr 09, 2021 11:59 am
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

112 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

154 Views

Last post by FinancialLearner
Thu Apr 08, 2021 11:40 am
The Fed raises the ON RRP per-counterparty limit from $30 billion to $80 billion.

Last post by traderlmd « Thu Apr 08, 2021 10:44 am
Posted in Investing - Theory, News & General

by traderlmd » Thu Apr 08, 2021 10:44 am » in Investing - Theory, News & General

0 Replies

210 Views

Last post by traderlmd
Thu Apr 08, 2021 10:44 am
German Bogleheads?

Last post by EmperorPenguin « Thu Apr 08, 2021 1:24 am
Posted in Non-US Chapters

by EmperorPenguin » Thu Apr 08, 2021 1:24 am » in Non-US Chapters

0 Replies

79 Views

Last post by EmperorPenguin
Thu Apr 08, 2021 1:24 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

80 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

102 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

151 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

102 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

113 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

228 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

116 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

278 Views

Last post by assyadh
Sun Apr 04, 2021 12:48 pm
After Action Review Funding My Revocable Living Trust

Last post by Bogle64Pilot « Sun Apr 04, 2021 9:50 am
Posted in Personal Finance (Not Investing)

by Bogle64Pilot » Sun Apr 04, 2021 9:50 am » in Personal Finance (Not Investing)

0 Replies

178 Views

Last post by Bogle64Pilot
Sun Apr 04, 2021 9:50 am
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

237 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

148 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

347 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

207 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

154 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

105 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

192 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

117 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

236 Views

Last post by Tejfyy
Wed Mar 31, 2021 11:45 am
Do simple 401k contributions reduce income for purposes of passive activity phase out?

Last post by MikeZ « Wed Mar 31, 2021 10:39 am
Posted in Personal Finance (Not Investing)

by MikeZ » Wed Mar 31, 2021 10:39 am » in Personal Finance (Not Investing)

0 Replies

94 Views

Last post by MikeZ
Wed Mar 31, 2021 10:39 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

458 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

141 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

137 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

163 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

168 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

141 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

148 Views

Last post by tashnewbie
Mon Mar 29, 2021 12:06 pm
Qualified Disaster Loss (Tax Form 4684) Question

Last post by liverpool « Mon Mar 29, 2021 11:40 am
Posted in Personal Finance (Not Investing)

by liverpool » Mon Mar 29, 2021 11:40 am » in Personal Finance (Not Investing)

0 Replies

103 Views

Last post by liverpool
Mon Mar 29, 2021 11:40 am
Chase Sapphire Preferred increased bonus AND AF waived in branch

Last post by Juno2222 « Sun Mar 28, 2021 3:26 pm
Posted in Personal Finance (Not Investing)

by Juno2222 » Sun Mar 28, 2021 3:26 pm » in Personal Finance (Not Investing)

0 Replies

344 Views

Last post by Juno2222
Sun Mar 28, 2021 3:26 pm
Questions on ESPP to DAF calculations

Last post by 29er « Sat Mar 27, 2021 11:35 am
Posted in Personal Finance (Not Investing)

by 29er » Sat Mar 27, 2021 11:35 am » in Personal Finance (Not Investing)

0 Replies

102 Views

Last post by 29er
Sat Mar 27, 2021 11:35 am
Leaves under FFCRA could trigger revised W-2

Last post by Alan S. « Thu Mar 25, 2021 2:21 pm
Posted in Personal Finance (Not Investing)

by Alan S. » Thu Mar 25, 2021 2:21 pm » in Personal Finance (Not Investing)

0 Replies

134 Views

Last post by Alan S.
Thu Mar 25, 2021 2:21 pm
Tax Question about 501(c)(7) Dissolution

Last post by Nessun Dorma « Wed Mar 24, 2021 7:51 pm
Posted in Personal Finance (Not Investing)

by Nessun Dorma » Wed Mar 24, 2021 7:51 pm » in Personal Finance (Not Investing)

0 Replies

110 Views

Last post by Nessun Dorma
Wed Mar 24, 2021 7:51 pm
Where can one see a detailed breakdown of GDP numbers?

Last post by Virus4762 « Wed Mar 24, 2021 2:21 pm
Posted in Investing - Theory, News & General

by Virus4762 » Wed Mar 24, 2021 2:21 pm » in Investing - Theory, News & General

0 Replies

122 Views

Last post by Virus4762
Wed Mar 24, 2021 2:21 pm
PSA Re: Silver ETFs [Warning: from a Reddit post]

Last post by Be Calm « Wed Mar 24, 2021 10:06 am
Posted in Investing - Theory, News & General

by Be Calm » Wed Mar 24, 2021 10:06 am » in Investing - Theory, News & General

0 Replies

207 Views

Last post by Be Calm
Wed Mar 24, 2021 10:06 am
Stock Replacement Strategy

Last post by Caduceus « Tue Mar 23, 2021 8:14 pm
Posted in Personal Investments

by Caduceus » Tue Mar 23, 2021 8:14 pm » in Personal Investments

0 Replies

247 Views

Last post by Caduceus
Tue Mar 23, 2021 8:14 pm

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