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Irrevocable trust situs: Home state vs DAPT state

Last post by araomd « Sat Oct 12, 2024 7:24 pm
Posted in Personal Finance (Not Investing)

by araomd » Sat Oct 12, 2024 7:24 pm » in Personal Finance (Not Investing)

0 Replies

11 Views

Last post by araomd
Sat Oct 12, 2024 7:24 pm
Taking depreciation with rental income

Last post by Ccthealias « Sat Oct 12, 2024 6:34 pm
Posted in Personal Finance (Not Investing)

by Ccthealias » Sat Oct 12, 2024 6:34 pm » in Personal Finance (Not Investing)

0 Replies

52 Views

Last post by Ccthealias
Sat Oct 12, 2024 6:34 pm
Anyone use TaxAct here? "Server Error 404 - File or directory not found" when printing the return in TaxAct

Last post by bogle005 « Sat Oct 12, 2024 2:07 pm
Posted in Personal Finance (Not Investing)

by bogle005 » Sat Oct 12, 2024 2:07 pm » in Personal Finance (Not Investing)

0 Replies

58 Views

Last post by bogle005
Sat Oct 12, 2024 2:07 pm
Guidance to a trustee after your death

Last post by gavinsiu « Sat Oct 12, 2024 11:01 am
Posted in Personal Finance (Not Investing)

by gavinsiu » Sat Oct 12, 2024 11:01 am » in Personal Finance (Not Investing)

0 Replies

178 Views

Last post by gavinsiu
Sat Oct 12, 2024 11:01 am
Portfolio reallocation question: excess cash, bond, international stock

Last post by bhnew « Sat Oct 12, 2024 8:30 am
Posted in Personal Investments

by bhnew » Sat Oct 12, 2024 8:30 am » in Personal Investments

0 Replies

85 Views

Last post by bhnew
Sat Oct 12, 2024 8:30 am
Non-investment management trust management

Last post by tj-longterm « Sat Oct 12, 2024 5:03 am
Posted in Personal Finance (Not Investing)

by tj-longterm » Sat Oct 12, 2024 5:03 am » in Personal Finance (Not Investing)

0 Replies

98 Views

Last post by tj-longterm
Sat Oct 12, 2024 5:03 am
Recommend a Bond/Pref stock platform?

Last post by selfprep « Fri Oct 11, 2024 2:48 pm
Posted in Personal Investments

by selfprep » Fri Oct 11, 2024 2:48 pm » in Personal Investments

0 Replies

148 Views

Last post by selfprep
Fri Oct 11, 2024 2:48 pm
401k rollover/qdro mistake

Last post by Raindroplets « Thu Oct 10, 2024 9:36 pm
Posted in Personal Finance (Not Investing)

by Raindroplets » Thu Oct 10, 2024 9:36 pm » in Personal Finance (Not Investing)

0 Replies

78 Views

Last post by Raindroplets
Thu Oct 10, 2024 9:36 pm
Medicare Plan F-HD and G-HD deductible to increase to $2,870

Last post by ModifiedDuration « Thu Oct 10, 2024 8:11 am
Posted in Personal Finance (Not Investing)

by ModifiedDuration » Thu Oct 10, 2024 8:11 am » in Personal Finance (Not Investing)

0 Replies

208 Views

Last post by ModifiedDuration
Thu Oct 10, 2024 8:11 am
Using the Foreign Tax Credit living in Germany

Last post by Tejfyy « Thu Oct 10, 2024 6:45 am
Posted in Personal Finance (Not Investing)

by Tejfyy » Thu Oct 10, 2024 6:45 am » in Personal Finance (Not Investing)

0 Replies

95 Views

Last post by Tejfyy
Thu Oct 10, 2024 6:45 am
Is an Irrevocable Qtip Trust necessary for me and my husband?

Last post by skohl « Wed Oct 09, 2024 4:16 pm
Posted in Personal Finance (Not Investing)

by skohl » Wed Oct 09, 2024 4:16 pm » in Personal Finance (Not Investing)

0 Replies

124 Views

Last post by skohl
Wed Oct 09, 2024 4:16 pm
Making retroactive contributions under Secure 2.0

Last post by ConfusedApe « Tue Oct 08, 2024 2:10 pm
Posted in Personal Investments

by ConfusedApe » Tue Oct 08, 2024 2:10 pm » in Personal Investments

0 Replies

199 Views

Last post by ConfusedApe
Tue Oct 08, 2024 2:10 pm
Protecting against brokerage IT hacks etc re liquidity

Last post by DebiT « Sun Oct 06, 2024 4:53 pm
Posted in Personal Finance (Not Investing)

by DebiT » Sun Oct 06, 2024 4:53 pm » in Personal Finance (Not Investing)

0 Replies

193 Views

Last post by DebiT
Sun Oct 06, 2024 4:53 pm
Strange OOMA issue

Last post by gavinsiu « Sun Oct 06, 2024 2:08 pm
Posted in Personal Consumer Issues

by gavinsiu » Sun Oct 06, 2024 2:08 pm » in Personal Consumer Issues

0 Replies

320 Views

Last post by gavinsiu
Sun Oct 06, 2024 2:08 pm
Buying vacation days

Last post by Akr1301 « Sun Oct 06, 2024 9:19 am
Posted in Personal Finance (Not Investing)

by Akr1301 » Sun Oct 06, 2024 9:19 am » in Personal Finance (Not Investing)

0 Replies

245 Views

Last post by Akr1301
Sun Oct 06, 2024 9:19 am
Retirement on the horizon (starting in about 3 years)

Last post by Nyc1967 « Sun Oct 06, 2024 5:14 am
Posted in Personal Investments

by Nyc1967 » Sun Oct 06, 2024 5:14 am » in Personal Investments

0 Replies

381 Views

Last post by Nyc1967
Sun Oct 06, 2024 5:14 am
K1 for an exchange fund

Last post by rks « Sat Oct 05, 2024 3:28 pm
Posted in Personal Investments

by rks » Sat Oct 05, 2024 3:28 pm » in Personal Investments

0 Replies

225 Views

Last post by rks
Sat Oct 05, 2024 3:28 pm
Fidelity to convert Fidelity Municipal mutual funds FMBIX and FMBAX to ETFs

Last post by sycamore « Sat Oct 05, 2024 11:12 am
Posted in Investing - Theory, News & General

by sycamore » Sat Oct 05, 2024 11:12 am » in Investing - Theory, News & General

0 Replies

277 Views

Last post by sycamore
Sat Oct 05, 2024 11:12 am
Does my LLC pay capital gains tax on Ireland domicied ETFs?

Last post by MFM « Sat Oct 05, 2024 2:44 am
Posted in Personal Investments

by MFM » Sat Oct 05, 2024 2:44 am » in Personal Investments

0 Replies

112 Views

Last post by MFM
Sat Oct 05, 2024 2:44 am
Pharmacy claim miscoding + HDHP

Last post by desolationjones « Fri Oct 04, 2024 3:35 pm
Posted in Personal Finance (Not Investing)

by desolationjones » Fri Oct 04, 2024 3:35 pm » in Personal Finance (Not Investing)

0 Replies

195 Views

Last post by desolationjones
Fri Oct 04, 2024 3:35 pm
Aussie Mentors

Last post by Daneonder321 « Fri Oct 04, 2024 5:23 am
Posted in Non-US Chapters

by Daneonder321 » Fri Oct 04, 2024 5:23 am » in Non-US Chapters

0 Replies

412 Views

Last post by Daneonder321
Fri Oct 04, 2024 5:23 am
Videos of Medicare in your state by the Retirement Nerds

Last post by Duzz78 « Thu Oct 03, 2024 10:21 pm
Posted in Personal Consumer Issues

by Duzz78 » Thu Oct 03, 2024 10:21 pm » in Personal Consumer Issues

0 Replies

311 Views

Last post by Duzz78
Thu Oct 03, 2024 10:21 pm
Selling ESPP Shares Transferred from ComputerShares at Fidelity

Last post by frugalor « Wed Oct 02, 2024 11:01 am
Posted in Investing - Theory, News & General

by frugalor » Wed Oct 02, 2024 11:01 am » in Investing - Theory, News & General

0 Replies

176 Views

Last post by frugalor
Wed Oct 02, 2024 11:01 am
Weekly, Monthly, Quarterly Leverage

Last post by sunnywindy « Tue Oct 01, 2024 4:27 pm
Posted in Investing - Theory, News & General

by sunnywindy » Tue Oct 01, 2024 4:27 pm » in Investing - Theory, News & General

0 Replies

281 Views

Last post by sunnywindy
Tue Oct 01, 2024 4:27 pm
Post-Conference Q&As via Zoom

Last post by tfb « Mon Sep 30, 2024 3:19 pm
Posted in US Chapters

by tfb » Mon Sep 30, 2024 3:19 pm » in US Chapters

0 Replies

620 Views

Last post by tfb
Mon Sep 30, 2024 3:19 pm
Niche question: NYSLRS, Part B reimbursement

Last post by Godot « Mon Sep 30, 2024 2:23 pm
Posted in Personal Finance (Not Investing)

by Godot » Mon Sep 30, 2024 2:23 pm » in Personal Finance (Not Investing)

0 Replies

164 Views

Last post by Godot
Mon Sep 30, 2024 2:23 pm
Portfolio analysis by Monte Carlo for a period of 40 years

Last post by y1980 « Mon Sep 30, 2024 6:13 am
Posted in Investing - Theory, News & General

by y1980 » Mon Sep 30, 2024 6:13 am » in Investing - Theory, News & General

0 Replies

370 Views

Last post by y1980
Mon Sep 30, 2024 6:13 am
bond exchange offer

Last post by selfdirected « Mon Sep 30, 2024 5:00 am
Posted in Personal Investments

by selfdirected » Mon Sep 30, 2024 5:00 am » in Personal Investments

0 Replies

216 Views

Last post by selfdirected
Mon Sep 30, 2024 5:00 am
Enrolled tax agent or CPA recommendation (Chicago preferable but not necessary)

Last post by adshah8085 « Sat Sep 28, 2024 9:21 pm
Posted in Personal Finance (Not Investing)

by adshah8085 » Sat Sep 28, 2024 9:21 pm » in Personal Finance (Not Investing)

0 Replies

227 Views

Last post by adshah8085
Sat Sep 28, 2024 9:21 pm
Information on historical consumer loan rates

Last post by slondr « Sat Sep 28, 2024 11:33 am
Posted in Investing - Theory, News & General

by slondr » Sat Sep 28, 2024 11:33 am » in Investing - Theory, News & General

0 Replies

287 Views

Last post by slondr
Sat Sep 28, 2024 11:33 am
[Belgium] EUR / EUR-hedged bond ETF with minimum TOB

Last post by riskless « Wed Sep 25, 2024 6:05 am
Posted in Non-US Investing

by riskless » Wed Sep 25, 2024 6:05 am » in Non-US Investing

0 Replies

1078 Views

Last post by riskless
Wed Sep 25, 2024 6:05 am
Evaluating financial decision to sell "investment" house

Last post by Ccthealias « Tue Sep 24, 2024 6:16 pm
Posted in Personal Finance (Not Investing)

by Ccthealias » Tue Sep 24, 2024 6:16 pm » in Personal Finance (Not Investing)

0 Replies

287 Views

Last post by Ccthealias
Tue Sep 24, 2024 6:16 pm
Do you know about Gree ptac (heat pump)?

Last post by PeninsulaPerson « Tue Sep 24, 2024 10:17 am
Posted in Personal Consumer Issues

by PeninsulaPerson » Tue Sep 24, 2024 10:17 am » in Personal Consumer Issues

0 Replies

207 Views

Last post by PeninsulaPerson
Tue Sep 24, 2024 10:17 am
EQUIFAX - No History (NH) - Wrong SS #

Last post by diy60 « Mon Sep 23, 2024 2:17 pm
Posted in Personal Finance (Not Investing)

by diy60 » Mon Sep 23, 2024 2:17 pm » in Personal Finance (Not Investing)

0 Replies

235 Views

Last post by diy60
Mon Sep 23, 2024 2:17 pm
A nice video explaining the vulnerability of SMS authentication

Last post by kevinf « Sat Sep 21, 2024 11:05 pm
Posted in Personal Consumer Issues

by kevinf » Sat Sep 21, 2024 11:05 pm » in Personal Consumer Issues

0 Replies

441 Views

Last post by kevinf
Sat Sep 21, 2024 11:05 pm
Refinancing from ARM to 30-year fixed at same rate

Last post by haranoth « Sat Sep 21, 2024 7:31 pm
Posted in Personal Finance (Not Investing)

by haranoth » Sat Sep 21, 2024 7:31 pm » in Personal Finance (Not Investing)

0 Replies

267 Views

Last post by haranoth
Sat Sep 21, 2024 7:31 pm
capital loss treatment in final distribution to supplemental needs trust

Last post by rts58 « Sat Sep 21, 2024 8:21 am
Posted in Personal Finance (Not Investing)

by rts58 » Sat Sep 21, 2024 8:21 am » in Personal Finance (Not Investing)

0 Replies

170 Views

Last post by rts58
Sat Sep 21, 2024 8:21 am
Chromebook voice dictation questions

Last post by tc101 « Fri Sep 20, 2024 5:03 pm
Posted in Personal Consumer Issues

by tc101 » Fri Sep 20, 2024 5:03 pm » in Personal Consumer Issues

0 Replies

207 Views

Last post by tc101
Fri Sep 20, 2024 5:03 pm
Advice needed for food options at Baha Mar, Nassau

Last post by retire14 « Fri Sep 20, 2024 1:52 pm
Posted in Personal Consumer Issues

by retire14 » Fri Sep 20, 2024 1:52 pm » in Personal Consumer Issues

0 Replies

245 Views

Last post by retire14
Fri Sep 20, 2024 1:52 pm
Compound Interest in 2400 BCE

Last post by thurber1609 « Thu Sep 19, 2024 9:23 am
Posted in Investing - Theory, News & General

by thurber1609 » Thu Sep 19, 2024 9:23 am » in Investing - Theory, News & General

0 Replies

470 Views

Last post by thurber1609
Thu Sep 19, 2024 9:23 am
Filing 3115 to change from cash to accrual accounting in order to shift income to current year

Last post by wineandplaya « Thu Sep 19, 2024 4:45 am
Posted in Personal Finance (Not Investing)

by wineandplaya » Thu Sep 19, 2024 4:45 am » in Personal Finance (Not Investing)

0 Replies

203 Views

Last post by wineandplaya
Thu Sep 19, 2024 4:45 am
Experience with Tesla Auto Insurance in CA

Last post by onyxlinkia « Mon Sep 16, 2024 1:05 pm
Posted in Personal Finance (Not Investing)

by onyxlinkia » Mon Sep 16, 2024 1:05 pm » in Personal Finance (Not Investing)

0 Replies

325 Views

Last post by onyxlinkia
Mon Sep 16, 2024 1:05 pm
SDIRA Checkbook LLC - Any recommendations?

Last post by grkmec « Sun Sep 15, 2024 4:52 pm
Posted in Personal Investments

by grkmec » Sun Sep 15, 2024 4:52 pm » in Personal Investments

0 Replies

276 Views

Last post by grkmec
Sun Sep 15, 2024 4:52 pm
Lump Sum Payout vs Pension-Good calculator (BAC offer)

Last post by 557880yvi « Sun Sep 15, 2024 9:04 am
Posted in Personal Investments

by 557880yvi » Sun Sep 15, 2024 9:04 am » in Personal Investments

0 Replies

301 Views

Last post by 557880yvi
Sun Sep 15, 2024 9:04 am
Elder Law Attorney in Maryland

Last post by jaMichael « Fri Sep 13, 2024 11:12 am
Posted in Personal Finance (Not Investing)

by jaMichael » Fri Sep 13, 2024 11:12 am » in Personal Finance (Not Investing)

0 Replies

234 Views

Last post by jaMichael
Fri Sep 13, 2024 11:12 am
NRA [Nonresident alien in the US] with G4 visa status: Does my investment setup have any flaws?

Last post by Akkarin « Wed Sep 11, 2024 1:41 pm
Posted in Non-US Investing

by Akkarin » Wed Sep 11, 2024 1:41 pm » in Non-US Investing

0 Replies

1413 Views

Last post by Akkarin
Wed Sep 11, 2024 1:41 pm
US Expat in Germany, Inherited US Investment Account Cost Basis

Last post by expatInDE « Tue Sep 10, 2024 5:11 am
Posted in Non-US Investing

by expatInDE » Tue Sep 10, 2024 5:11 am » in Non-US Investing

0 Replies

1566 Views

Last post by expatInDE
Tue Sep 10, 2024 5:11 am
Elder Care lawyer certified in WA and CA

Last post by Hiker1 « Tue Sep 10, 2024 12:14 am
Posted in Personal Consumer Issues

by Hiker1 » Tue Sep 10, 2024 12:14 am » in Personal Consumer Issues

0 Replies

252 Views

Last post by Hiker1
Tue Sep 10, 2024 12:14 am
Investing from Australia with a probably EU move coming up

Last post by Xanatos24 « Mon Sep 09, 2024 6:48 pm
Posted in Non-US Investing

by Xanatos24 » Mon Sep 09, 2024 6:48 pm » in Non-US Investing

0 Replies

1521 Views

Last post by Xanatos24
Mon Sep 09, 2024 6:48 pm
QVC Backorder Status

Last post by DTalos « Mon Sep 09, 2024 5:22 pm
Posted in Personal Consumer Issues

by DTalos » Mon Sep 09, 2024 5:22 pm » in Personal Consumer Issues

0 Replies

248 Views

Last post by DTalos
Mon Sep 09, 2024 5:22 pm

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