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401K Portfolio Review - 2025

Last post by CC268 « Mon Jan 13, 2025 10:58 am
Posted in Personal Investments

by CC268 » Mon Jan 13, 2025 10:58 am » in Personal Investments

0 Replies

59 Views

Last post by CC268
Mon Jan 13, 2025 10:58 am
Nanalyze Portfolio (for nontaxable)

Last post by wije « Mon Jan 13, 2025 12:31 am
Posted in Investing - Theory, News & General

by wije » Mon Jan 13, 2025 12:31 am » in Investing - Theory, News & General

0 Replies

144 Views

Last post by wije
Mon Jan 13, 2025 12:31 am
Regions bank sign up bonus, anyone do this recently?

Last post by hoofaman « Sun Jan 12, 2025 6:37 pm
Posted in Personal Finance (Not Investing)

by hoofaman » Sun Jan 12, 2025 6:37 pm » in Personal Finance (Not Investing)

0 Replies

206 Views

Last post by hoofaman
Sun Jan 12, 2025 6:37 pm
Seeking referral for a fee-only advisor with experience with long-term care (Alzheimer's)

Last post by TomWambsgans « Sun Jan 12, 2025 5:18 pm
Posted in Personal Finance (Not Investing)

by TomWambsgans » Sun Jan 12, 2025 5:18 pm » in Personal Finance (Not Investing)

0 Replies

159 Views

Last post by TomWambsgans
Sun Jan 12, 2025 5:18 pm
New Jersey Chapter

Last post by wojo_ate_ur_cat « Sun Jan 12, 2025 4:36 pm
Posted in US Chapters

by wojo_ate_ur_cat » Sun Jan 12, 2025 4:36 pm » in US Chapters

0 Replies

126 Views

Last post by wojo_ate_ur_cat
Sun Jan 12, 2025 4:36 pm
Traveler's Checks (or Cheques)

Last post by Mad Hatter « Sun Jan 12, 2025 3:23 pm
Posted in Personal Consumer Issues

by Mad Hatter » Sun Jan 12, 2025 3:23 pm » in Personal Consumer Issues

0 Replies

213 Views

Last post by Mad Hatter
Sun Jan 12, 2025 3:23 pm
60 day IRA rollover & RMDs

Last post by Fernweh « Sun Jan 12, 2025 1:27 pm
Posted in Personal Investments

by Fernweh » Sun Jan 12, 2025 1:27 pm » in Personal Investments

0 Replies

121 Views

Last post by Fernweh
Sun Jan 12, 2025 1:27 pm
Attn: Xero users..limiting access to previous owner

Last post by Carguy85 « Sun Jan 12, 2025 9:54 am
Posted in Personal Finance (Not Investing)

by Carguy85 » Sun Jan 12, 2025 9:54 am » in Personal Finance (Not Investing)

0 Replies

171 Views

Last post by Carguy85
Sun Jan 12, 2025 9:54 am
Customized dynamic 5% withdraw rule, what about you?

Last post by itnetpro « Fri Jan 10, 2025 3:53 pm
Posted in Personal Investments

by itnetpro » Fri Jan 10, 2025 3:53 pm » in Personal Investments

0 Replies

250 Views

Last post by itnetpro
Fri Jan 10, 2025 3:53 pm
NUA LSD with lingering dividend [Net Unrealized Appreciation Lump-Sum Distribution]

Last post by Midwest75132 « Thu Jan 09, 2025 4:01 pm
Posted in Personal Investments

by Midwest75132 » Thu Jan 09, 2025 4:01 pm » in Personal Investments

0 Replies

152 Views

Last post by Midwest75132
Thu Jan 09, 2025 4:01 pm
Bond Ladder for LTC Fund

Last post by jaMichael « Thu Jan 09, 2025 11:05 am
Posted in Personal Investments

by jaMichael » Thu Jan 09, 2025 11:05 am » in Personal Investments

0 Replies

126 Views

Last post by jaMichael
Thu Jan 09, 2025 11:05 am
Yet another retirement planner

Last post by SnowyOwl « Wed Jan 08, 2025 11:17 pm
Posted in Investing - Theory, News & General

by SnowyOwl » Wed Jan 08, 2025 11:17 pm » in Investing - Theory, News & General

0 Replies

372 Views

Last post by SnowyOwl
Wed Jan 08, 2025 11:17 pm
Morningstar Investor X-Ray All Portfolios combined?

Last post by Sunrise « Wed Jan 08, 2025 7:40 pm
Posted in Investing - Theory, News & General

by Sunrise » Wed Jan 08, 2025 7:40 pm » in Investing - Theory, News & General

0 Replies

195 Views

Last post by Sunrise
Wed Jan 08, 2025 7:40 pm
US Citizen planning on Retiring in early 40s in the UK - Seeking Advice

Last post by CLee « Wed Jan 08, 2025 2:15 pm
Posted in Non-US Investing

by CLee » Wed Jan 08, 2025 2:15 pm » in Non-US Investing

0 Replies

300 Views

Last post by CLee
Wed Jan 08, 2025 2:15 pm
April Van In France - Nice to Jura?

Last post by eri « Wed Jan 08, 2025 12:27 pm
Posted in Personal Consumer Issues

by eri » Wed Jan 08, 2025 12:27 pm » in Personal Consumer Issues

0 Replies

174 Views

Last post by eri
Wed Jan 08, 2025 12:27 pm
401k/403b/457b loans and reduced tax burden

Last post by prioritarian « Wed Jan 08, 2025 11:47 am
Posted in Investing - Theory, News & General

by prioritarian » Wed Jan 08, 2025 11:47 am » in Investing - Theory, News & General

0 Replies

128 Views

Last post by prioritarian
Wed Jan 08, 2025 11:47 am
Vanguard Portal

Last post by TTR « Tue Jan 07, 2025 7:10 pm
Posted in Personal Investments

by TTR » Tue Jan 07, 2025 7:10 pm » in Personal Investments

0 Replies

226 Views

Last post by TTR
Tue Jan 07, 2025 7:10 pm
Preparing a SFH for rental

Last post by thermo86 « Tue Jan 07, 2025 6:42 am
Posted in Personal Investments

by thermo86 » Tue Jan 07, 2025 6:42 am » in Personal Investments

0 Replies

213 Views

Last post by thermo86
Tue Jan 07, 2025 6:42 am
Backtester?

Last post by itnetpro « Mon Jan 06, 2025 12:45 pm
Posted in Personal Investments

by itnetpro » Mon Jan 06, 2025 12:45 pm » in Personal Investments

0 Replies

102 Views

Last post by itnetpro
Mon Jan 06, 2025 12:45 pm
FERS Supplement Income Test limit exceeded at 61 years old

Last post by TunaBob « Mon Jan 06, 2025 10:56 am
Posted in Personal Finance (Not Investing)

by TunaBob » Mon Jan 06, 2025 10:56 am » in Personal Finance (Not Investing)

0 Replies

147 Views

Last post by TunaBob
Mon Jan 06, 2025 10:56 am
Is there a Website that calculates TEY for all bonds Realtime?

Last post by LISD « Sun Jan 05, 2025 10:19 pm
Posted in Personal Investments

by LISD » Sun Jan 05, 2025 10:19 pm » in Personal Investments

0 Replies

156 Views

Last post by LISD
Sun Jan 05, 2025 10:19 pm
Investing for Indian parents - Concerned about PFIC rules

Last post by grh8842 « Sun Jan 05, 2025 4:00 pm
Posted in Non-US Investing

by grh8842 » Sun Jan 05, 2025 4:00 pm » in Non-US Investing

0 Replies

394 Views

Last post by grh8842
Sun Jan 05, 2025 4:00 pm
Is there a way to freeze business credit?

Last post by realclemsongrad « Sun Jan 05, 2025 11:08 am
Posted in Personal Consumer Issues

by realclemsongrad » Sun Jan 05, 2025 11:08 am » in Personal Consumer Issues

0 Replies

131 Views

Last post by realclemsongrad
Sun Jan 05, 2025 11:08 am
Personal Loan Interest Reporting Requirement

Last post by Carolina Shagger « Sat Jan 04, 2025 1:01 pm
Posted in Personal Finance (Not Investing)

by Carolina Shagger » Sat Jan 04, 2025 1:01 pm » in Personal Finance (Not Investing)

0 Replies

110 Views

Last post by Carolina Shagger
Sat Jan 04, 2025 1:01 pm
hicapitalize.com will transfer ascensus 401k to vanguard ira?

Last post by Mrbogleheads « Sat Jan 04, 2025 5:31 am
Posted in Investing - Theory, News & General

by Mrbogleheads » Sat Jan 04, 2025 5:31 am » in Investing - Theory, News & General

0 Replies

139 Views

Last post by Mrbogleheads
Sat Jan 04, 2025 5:31 am
Retirement Calculators and asset mix

Last post by Joe3zz « Fri Jan 03, 2025 6:09 pm
Posted in Personal Investments

by Joe3zz » Fri Jan 03, 2025 6:09 pm » in Personal Investments

0 Replies

222 Views

Last post by Joe3zz
Fri Jan 03, 2025 6:09 pm
2025 changes in electric vehicle federal tax credit eligibility

Last post by MnD « Fri Jan 03, 2025 10:58 am
Posted in Personal Consumer Issues

by MnD » Fri Jan 03, 2025 10:58 am » in Personal Consumer Issues

0 Replies

269 Views

Last post by MnD
Fri Jan 03, 2025 10:58 am
Regulatory Agency for Non-ERISA 403(b) Plan

Last post by tv qvoqve « Wed Jan 01, 2025 4:31 pm
Posted in Personal Finance (Not Investing)

by tv qvoqve » Wed Jan 01, 2025 4:31 pm » in Personal Finance (Not Investing)

0 Replies

76 Views

Last post by tv qvoqve
Wed Jan 01, 2025 4:31 pm
TSM (VTI) vs TWSM (VT)

Last post by galeno « Wed Jan 01, 2025 3:57 pm
Posted in Investing - Theory, News & General

by galeno » Wed Jan 01, 2025 3:57 pm » in Investing - Theory, News & General

0 Replies

207 Views

Last post by galeno
Wed Jan 01, 2025 3:57 pm
Need Chicagoland Chapter in 2025

Last post by MrsT-intheburb « Tue Dec 31, 2024 3:27 pm
Posted in US Chapters

by MrsT-intheburb » Tue Dec 31, 2024 3:27 pm » in US Chapters

0 Replies

231 Views

Last post by MrsT-intheburb
Tue Dec 31, 2024 3:27 pm
TEFRA withholding

Last post by delluria « Tue Dec 31, 2024 12:24 pm
Posted in Spain

by delluria » Tue Dec 31, 2024 12:24 pm » in Spain

0 Replies

217 Views

Last post by delluria
Tue Dec 31, 2024 12:24 pm
RMD plus Interest

Last post by ATucker « Tue Dec 31, 2024 11:56 am
Posted in Investing - Theory, News & General

by ATucker » Tue Dec 31, 2024 11:56 am » in Investing - Theory, News & General

0 Replies

250 Views

Last post by ATucker
Tue Dec 31, 2024 11:56 am
Looking for Insurance Agent Recommendations in Bellevue/Kirkland/Woodinville

Last post by trudeo « Tue Dec 31, 2024 7:06 am
Posted in Personal Consumer Issues

by trudeo » Tue Dec 31, 2024 7:06 am » in Personal Consumer Issues

0 Replies

138 Views

Last post by trudeo
Tue Dec 31, 2024 7:06 am
Preferred broker for UCITS funds?

Last post by smartspider1106 « Tue Dec 31, 2024 12:15 am
Posted in United Arab Emirates

by smartspider1106 » Tue Dec 31, 2024 12:15 am » in United Arab Emirates

0 Replies

289 Views

Last post by smartspider1106
Tue Dec 31, 2024 12:15 am
Rocket Tax

Last post by CletusCaddy « Mon Dec 30, 2024 1:25 pm
Posted in Personal Finance (Not Investing)

by CletusCaddy » Mon Dec 30, 2024 1:25 pm » in Personal Finance (Not Investing)

0 Replies

280 Views

Last post by CletusCaddy
Mon Dec 30, 2024 1:25 pm
Best platforms to access equity research

Last post by Alphawise « Mon Dec 30, 2024 12:30 pm
Posted in Personal Investments

by Alphawise » Mon Dec 30, 2024 12:30 pm » in Personal Investments

0 Replies

121 Views

Last post by Alphawise
Mon Dec 30, 2024 12:30 pm
Liquidating trust distribution

Last post by BFR « Sun Dec 29, 2024 12:12 pm
Posted in Personal Finance (Not Investing)

by BFR » Sun Dec 29, 2024 12:12 pm » in Personal Finance (Not Investing)

0 Replies

198 Views

Last post by BFR
Sun Dec 29, 2024 12:12 pm
Has anyone used "The Complete Retirement Planner (TCRP)"?

Last post by Cincy_1988 « Sat Dec 28, 2024 2:40 pm
Posted in Personal Finance (Not Investing)

by Cincy_1988 » Sat Dec 28, 2024 2:40 pm » in Personal Finance (Not Investing)

0 Replies

329 Views

Last post by Cincy_1988
Sat Dec 28, 2024 2:40 pm
How to title second home

Last post by scarabrad « Sat Dec 28, 2024 12:21 pm
Posted in Personal Finance (Not Investing)

by scarabrad » Sat Dec 28, 2024 12:21 pm » in Personal Finance (Not Investing)

0 Replies

282 Views

Last post by scarabrad
Sat Dec 28, 2024 12:21 pm
effect of inflation rates vs real rate of return

Last post by Cincy_1988 « Wed Dec 25, 2024 12:36 pm
Posted in Personal Investments

by Cincy_1988 » Wed Dec 25, 2024 12:36 pm » in Personal Investments

0 Replies

272 Views

Last post by Cincy_1988
Wed Dec 25, 2024 12:36 pm
Email Notifications

Last post by dcop « Tue Dec 24, 2024 10:30 am
Posted in Forum Issues and Administration

by dcop » Tue Dec 24, 2024 10:30 am » in Forum Issues and Administration

0 Replies

493 Views

Last post by dcop
Tue Dec 24, 2024 10:30 am
How Should I Hedge My Portfolio for a Potential Move Abroad?

Last post by rimika « Mon Dec 23, 2024 1:05 am
Posted in Personal Investments

by rimika » Mon Dec 23, 2024 1:05 am » in Personal Investments

0 Replies

280 Views

Last post by rimika
Mon Dec 23, 2024 1:05 am
IRS sends 2021 recovery payments if missed

Last post by dual « Sun Dec 22, 2024 2:32 pm
Posted in Personal Finance (Not Investing)

by dual » Sun Dec 22, 2024 2:32 pm » in Personal Finance (Not Investing)

0 Replies

346 Views

Last post by dual
Sun Dec 22, 2024 2:32 pm
Abandoned property (mutual fund) tax treatment?

Last post by hollerg « Sat Dec 21, 2024 1:35 am
Posted in Personal Finance (Not Investing)

by hollerg » Sat Dec 21, 2024 1:35 am » in Personal Finance (Not Investing)

0 Replies

257 Views

Last post by hollerg
Sat Dec 21, 2024 1:35 am
Brokerage serving Puerto Rico Residents

Last post by leonazul25 « Fri Dec 20, 2024 2:01 pm
Posted in Non-US Investing

by leonazul25 » Fri Dec 20, 2024 2:01 pm » in Non-US Investing

0 Replies

783 Views

Last post by leonazul25
Fri Dec 20, 2024 2:01 pm
Lump sum Roth Conversion/UK resident

Last post by Fallenidol « Thu Dec 19, 2024 6:35 am
Posted in Non-US Investing

by Fallenidol » Thu Dec 19, 2024 6:35 am » in Non-US Investing

0 Replies

770 Views

Last post by Fallenidol
Thu Dec 19, 2024 6:35 am
Problems with Ascensus NJ 529 account

Last post by SleeplessinNJ « Tue Dec 17, 2024 8:46 pm
Posted in Personal Investments

by SleeplessinNJ » Tue Dec 17, 2024 8:46 pm » in Personal Investments

0 Replies

276 Views

Last post by SleeplessinNJ
Tue Dec 17, 2024 8:46 pm
Caveat Emptor: Schwab Stock Themes

Last post by quadog « Tue Dec 17, 2024 12:43 pm
Posted in Investing - Theory, News & General

by quadog » Tue Dec 17, 2024 12:43 pm » in Investing - Theory, News & General

0 Replies

386 Views

Last post by quadog
Tue Dec 17, 2024 12:43 pm
Vanguard Withdrawal vs Transfer cash websites

Last post by drew_eol « Tue Dec 17, 2024 10:59 am
Posted in Personal Investments

by drew_eol » Tue Dec 17, 2024 10:59 am » in Personal Investments

0 Replies

234 Views

Last post by drew_eol
Tue Dec 17, 2024 10:59 am
IRA Financial

Last post by greenplanet « Mon Dec 16, 2024 12:15 pm
Posted in Personal Investments

by greenplanet » Mon Dec 16, 2024 12:15 pm » in Personal Investments

0 Replies

221 Views

Last post by greenplanet
Mon Dec 16, 2024 12:15 pm

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