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Fidelity Traditional IRA “Mutual Fund Only Acct” rolling over to “Brokerage Type” Traditional IRA.

Last post by Mjl714 « Fri Mar 21, 2025 8:22 pm
Posted in Personal Finance (Not Investing)

by Mjl714 » Fri Mar 21, 2025 8:22 pm » in Personal Finance (Not Investing)

0 Replies

127 Views

Last post by Mjl714
Fri Mar 21, 2025 8:22 pm
Sell Treasury 5 year note at loss for TLH

Last post by go2 « Fri Mar 21, 2025 6:43 pm
Posted in Personal Investments

by go2 » Fri Mar 21, 2025 6:43 pm » in Personal Investments

0 Replies

131 Views

Last post by go2
Fri Mar 21, 2025 6:43 pm
Chord Specialty Dental Partners Hack

Last post by stilllurking « Fri Mar 21, 2025 3:39 pm
Posted in Personal Consumer Issues

by stilllurking » Fri Mar 21, 2025 3:39 pm » in Personal Consumer Issues

0 Replies

214 Views

Last post by stilllurking
Fri Mar 21, 2025 3:39 pm
Donating TBILL to DAF beneficial or not?

Last post by retire4lyfe « Thu Mar 20, 2025 8:17 pm
Posted in Personal Finance (Not Investing)

by retire4lyfe » Thu Mar 20, 2025 8:17 pm » in Personal Finance (Not Investing)

0 Replies

156 Views

Last post by retire4lyfe
Thu Mar 20, 2025 8:17 pm
Business checking and savings account for medical practice

Last post by robiu977 « Thu Mar 20, 2025 1:32 pm
Posted in Personal Finance (Not Investing)

by robiu977 » Thu Mar 20, 2025 1:32 pm » in Personal Finance (Not Investing)

0 Replies

84 Views

Last post by robiu977
Thu Mar 20, 2025 1:32 pm
Calculated taxes on ESPP when price fell from grant to exercise date

Last post by dotseattle « Wed Mar 19, 2025 5:35 pm
Posted in Personal Investments

by dotseattle » Wed Mar 19, 2025 5:35 pm » in Personal Investments

0 Replies

65 Views

Last post by dotseattle
Wed Mar 19, 2025 5:35 pm
Flat Fee Adviser For US and International Asset Management

Last post by BACKSEAT2 « Wed Mar 19, 2025 2:09 pm
Posted in Personal Finance (Not Investing)

by BACKSEAT2 » Wed Mar 19, 2025 2:09 pm » in Personal Finance (Not Investing)

0 Replies

61 Views

Last post by BACKSEAT2
Wed Mar 19, 2025 2:09 pm
Currency Transaction Reports for > $200 soon required

Last post by typical.investor « Wed Mar 19, 2025 3:08 am
Posted in Personal Finance (Not Investing)

by typical.investor » Wed Mar 19, 2025 3:08 am » in Personal Finance (Not Investing)

0 Replies

488 Views

Last post by typical.investor
Wed Mar 19, 2025 3:08 am
Help with filing 2024 PA state tax return

Last post by berniejoe « Tue Mar 18, 2025 8:47 pm
Posted in Personal Finance (Not Investing)

by berniejoe » Tue Mar 18, 2025 8:47 pm » in Personal Finance (Not Investing)

0 Replies

33 Views

Last post by berniejoe
Tue Mar 18, 2025 8:47 pm
2024 Turbo Tax and ADP Box 18 error

Last post by z3r0c00l « Tue Mar 18, 2025 6:26 am
Posted in Personal Finance (Not Investing)

by z3r0c00l » Tue Mar 18, 2025 6:26 am » in Personal Finance (Not Investing)

0 Replies

126 Views

Last post by z3r0c00l
Tue Mar 18, 2025 6:26 am
Password Managers and Windows user accounts

Last post by Praye « Mon Mar 17, 2025 1:46 pm
Posted in Personal Finance (Not Investing)

by Praye » Mon Mar 17, 2025 1:46 pm » in Personal Finance (Not Investing)

0 Replies

157 Views

Last post by Praye
Mon Mar 17, 2025 1:46 pm
Advice sought on dealing with Ascensus

Last post by mostly_patient « Fri Mar 14, 2025 9:37 am
Posted in Investing - Theory, News & General

by mostly_patient » Fri Mar 14, 2025 9:37 am » in Investing - Theory, News & General

0 Replies

310 Views

Last post by mostly_patient
Fri Mar 14, 2025 9:37 am
How to spread treasuries across taxable / tax advantaged accounts

Last post by endyii « Fri Mar 14, 2025 5:01 am
Posted in Personal Investments

by endyii » Fri Mar 14, 2025 5:01 am » in Personal Investments

0 Replies

257 Views

Last post by endyii
Fri Mar 14, 2025 5:01 am
Foreign earnings taxation

Last post by RickBoglehead « Thu Mar 13, 2025 6:44 pm
Posted in Personal Finance (Not Investing)

by RickBoglehead » Thu Mar 13, 2025 6:44 pm » in Personal Finance (Not Investing)

0 Replies

193 Views

Last post by RickBoglehead
Thu Mar 13, 2025 6:44 pm
PFIC Chain of Ownership Rules

Last post by pfic_victim94 « Wed Mar 12, 2025 2:26 pm
Posted in Non-US Investing

by pfic_victim94 » Wed Mar 12, 2025 2:26 pm » in Non-US Investing

0 Replies

218 Views

Last post by pfic_victim94
Wed Mar 12, 2025 2:26 pm
Any US residents have a Fidelity Canada non registered investment account?

Last post by sbh8 « Tue Mar 11, 2025 5:07 pm
Posted in Personal Finance (Not Investing)

by sbh8 » Tue Mar 11, 2025 5:07 pm » in Personal Finance (Not Investing)

0 Replies

135 Views

Last post by sbh8
Tue Mar 11, 2025 5:07 pm
Alpha Architect 351 Exchange - Tax free diversification?

Last post by tj-longterm « Tue Mar 11, 2025 11:43 am
Posted in Investing - Theory, News & General

by tj-longterm » Tue Mar 11, 2025 11:43 am » in Investing - Theory, News & General

0 Replies

269 Views

Last post by tj-longterm
Tue Mar 11, 2025 11:43 am
Refresh/update sources on structured notes?

Last post by overthought « Tue Mar 11, 2025 10:11 am
Posted in Investing - Theory, News & General

by overthought » Tue Mar 11, 2025 10:11 am » in Investing - Theory, News & General

0 Replies

177 Views

Last post by overthought
Tue Mar 11, 2025 10:11 am
Alternative to Wise interest account (Finland)

Last post by pull_down « Sun Mar 09, 2025 4:25 am
Posted in Non-US Investing

by pull_down » Sun Mar 09, 2025 4:25 am » in Non-US Investing

0 Replies

583 Views

Last post by pull_down
Sun Mar 09, 2025 4:25 am
(UCITS) LifeStrategy V80A's Holdings

Last post by J P « Sat Mar 08, 2025 2:05 pm
Posted in Non-US Investing

by J P » Sat Mar 08, 2025 2:05 pm » in Non-US Investing

0 Replies

599 Views

Last post by J P
Sat Mar 08, 2025 2:05 pm
NJ/NY/Fed Taxes - mailing address vs living

Last post by realclemsongrad « Sat Mar 08, 2025 10:15 am
Posted in Personal Consumer Issues

by realclemsongrad » Sat Mar 08, 2025 10:15 am » in Personal Consumer Issues

0 Replies

322 Views

Last post by realclemsongrad
Sat Mar 08, 2025 10:15 am
Best practices for moving from Ascensus to Schwab

Last post by newkidontheblock « Fri Mar 07, 2025 5:53 pm
Posted in Personal Finance (Not Investing)

by newkidontheblock » Fri Mar 07, 2025 5:53 pm » in Personal Finance (Not Investing)

0 Replies

227 Views

Last post by newkidontheblock
Fri Mar 07, 2025 5:53 pm
PSA: Using Google Fi Cell Phone Service on a Celebrity Cruise

Last post by munemaker « Thu Mar 06, 2025 3:36 pm
Posted in Personal Consumer Issues

by munemaker » Thu Mar 06, 2025 3:36 pm » in Personal Consumer Issues

0 Replies

426 Views

Last post by munemaker
Thu Mar 06, 2025 3:36 pm
HR Block Tax Question- Excluding dividends from Government securities (like Treasury only MM Fund) on State Taxes (LA)

Last post by coachd50 « Mon Mar 03, 2025 8:25 pm
Posted in Personal Finance (Not Investing)

by coachd50 » Mon Mar 03, 2025 8:25 pm » in Personal Finance (Not Investing)

0 Replies

546 Views

Last post by coachd50
Mon Mar 03, 2025 8:25 pm
Canadian NR4 Document Tax Question for US Taxes

Last post by Khaos526 « Mon Mar 03, 2025 2:57 pm
Posted in Personal Finance (Not Investing)

by Khaos526 » Mon Mar 03, 2025 2:57 pm » in Personal Finance (Not Investing)

0 Replies

461 Views

Last post by Khaos526
Mon Mar 03, 2025 2:57 pm
Vanguard and New Jersey Qualified Investment Funds

Last post by JackoC « Sun Mar 02, 2025 9:57 pm
Posted in Personal Finance (Not Investing)

by JackoC » Sun Mar 02, 2025 9:57 pm » in Personal Finance (Not Investing)

0 Replies

494 Views

Last post by JackoC
Sun Mar 02, 2025 9:57 pm
Handling a $130K IRA Rollover & Robinhood Match Timing

Last post by fintech_and_chill « Sat Mar 01, 2025 1:28 pm
Posted in Personal Investments

by fintech_and_chill » Sat Mar 01, 2025 1:28 pm » in Personal Investments

0 Replies

856 Views

Last post by fintech_and_chill
Sat Mar 01, 2025 1:28 pm
Address for converting [Vanguard] "legacy accounts"

Last post by jefmafnl « Sat Mar 01, 2025 3:49 am
Posted in Non-US Investing

by jefmafnl » Sat Mar 01, 2025 3:49 am » in Non-US Investing

0 Replies

2801 Views

Last post by jefmafnl
Sat Mar 01, 2025 3:49 am
Recharacterization rIRA to tRIA; reporting in TAX ACT

Last post by cygnify « Thu Feb 27, 2025 4:29 pm
Posted in Personal Finance (Not Investing)

by cygnify » Thu Feb 27, 2025 4:29 pm » in Personal Finance (Not Investing)

0 Replies

1241 Views

Last post by cygnify
Thu Feb 27, 2025 4:29 pm
W-2 income vs. 1099 for mortgage

Last post by zrzhu111 « Wed Feb 26, 2025 10:40 am
Posted in Personal Finance (Not Investing)

by zrzhu111 » Wed Feb 26, 2025 10:40 am » in Personal Finance (Not Investing)

0 Replies

1602 Views

Last post by zrzhu111
Wed Feb 26, 2025 10:40 am
See Finance 2 problems synchronising

Last post by nicholasreeves « Wed Feb 26, 2025 6:46 am
Posted in Personal Finance (Not Investing)

by nicholasreeves » Wed Feb 26, 2025 6:46 am » in Personal Finance (Not Investing)

0 Replies

1566 Views

Last post by nicholasreeves
Wed Feb 26, 2025 6:46 am
IRS Form 7217

Last post by Retired1809 « Tue Feb 25, 2025 2:00 pm
Posted in Personal Finance (Not Investing)

by Retired1809 » Tue Feb 25, 2025 2:00 pm » in Personal Finance (Not Investing)

0 Replies

1854 Views

Last post by Retired1809
Tue Feb 25, 2025 2:00 pm
Research Affiliates sensible CAPE adjustment

Last post by matjen « Tue Feb 25, 2025 8:54 am
Posted in Investing - Theory, News & General

by matjen » Tue Feb 25, 2025 8:54 am » in Investing - Theory, News & General

0 Replies

2283 Views

Last post by matjen
Tue Feb 25, 2025 8:54 am
Individual Health Coverage Program (IHC) for New Jersey

Last post by pwill112 « Sat Feb 22, 2025 10:14 pm
Posted in Personal Finance (Not Investing)

by pwill112 » Sat Feb 22, 2025 10:14 pm » in Personal Finance (Not Investing)

0 Replies

2312 Views

Last post by pwill112
Sat Feb 22, 2025 10:14 pm
New House Mortgage or no mortgage? - Semi retired

Last post by rvawaywego « Sat Feb 22, 2025 11:04 am
Posted in Personal Finance (Not Investing)

by rvawaywego » Sat Feb 22, 2025 11:04 am » in Personal Finance (Not Investing)

0 Replies

2272 Views

Last post by rvawaywego
Sat Feb 22, 2025 11:04 am
Opinon on Vise AI Investment Portfolio Management Platform

Last post by kazcaid « Fri Feb 21, 2025 11:34 pm
Posted in Personal Investments

by kazcaid » Fri Feb 21, 2025 11:34 pm » in Personal Investments

0 Replies

2424 Views

Last post by kazcaid
Fri Feb 21, 2025 11:34 pm
Vanguard Beneficiaries On Nonretirement Accounts (Brokerage) / Transfer on Death Plan Kit?

Last post by bmstrong « Fri Feb 21, 2025 10:12 am
Posted in Personal Finance (Not Investing)

by bmstrong » Fri Feb 21, 2025 10:12 am » in Personal Finance (Not Investing)

0 Replies

2498 Views

Last post by bmstrong
Fri Feb 21, 2025 10:12 am
Solo 401K Loan

Last post by thedayisbrave « Thu Feb 20, 2025 3:06 pm
Posted in Personal Finance (Not Investing)

by thedayisbrave » Thu Feb 20, 2025 3:06 pm » in Personal Finance (Not Investing)

0 Replies

2429 Views

Last post by thedayisbrave
Thu Feb 20, 2025 3:06 pm
Taxes on Assumption of Private Mortgage

Last post by pennym « Wed Feb 19, 2025 12:08 pm
Posted in Personal Investments

by pennym » Wed Feb 19, 2025 12:08 pm » in Personal Investments

0 Replies

2324 Views

Last post by pennym
Wed Feb 19, 2025 12:08 pm
HSA excess contribution withdrawal

Last post by bynomial « Wed Feb 19, 2025 10:00 am
Posted in Personal Finance (Not Investing)

by bynomial » Wed Feb 19, 2025 10:00 am » in Personal Finance (Not Investing)

0 Replies

2247 Views

Last post by bynomial
Wed Feb 19, 2025 10:00 am
For a live-in caregiver, what lodging expenses are deductible?

Last post by colltrast « Mon Feb 17, 2025 4:25 pm
Posted in Personal Finance (Not Investing)

by colltrast » Mon Feb 17, 2025 4:25 pm » in Personal Finance (Not Investing)

0 Replies

2439 Views

Last post by colltrast
Mon Feb 17, 2025 4:25 pm
TurboTax Issue 1099-S and 1031 Like-Kind Exchange

Last post by LFrugal « Mon Feb 17, 2025 10:05 am
Posted in Personal Finance (Not Investing)

by LFrugal » Mon Feb 17, 2025 10:05 am » in Personal Finance (Not Investing)

0 Replies

2294 Views

Last post by LFrugal
Mon Feb 17, 2025 10:05 am
Bookmarks / Subcriptions / Watched Topics?

Last post by yankees60 « Sun Feb 16, 2025 10:35 am
Posted in Forum Issues and Administration

by yankees60 » Sun Feb 16, 2025 10:35 am » in Forum Issues and Administration

0 Replies

5151 Views

Last post by yankees60
Sun Feb 16, 2025 10:35 am
Understanding TIPS gain computation

Last post by WishingWell « Sat Feb 15, 2025 6:48 pm
Posted in Personal Investments

by WishingWell » Sat Feb 15, 2025 6:48 pm » in Personal Investments

0 Replies

2610 Views

Last post by WishingWell
Sat Feb 15, 2025 6:48 pm
Tax Preparer for 2024 taxes

Last post by Rogue1 « Sat Feb 15, 2025 4:47 pm
Posted in Personal Finance (Not Investing)

by Rogue1 » Sat Feb 15, 2025 4:47 pm » in Personal Finance (Not Investing)

0 Replies

2530 Views

Last post by Rogue1
Sat Feb 15, 2025 4:47 pm
Several VPW Scenarios

Last post by skipper « Sat Feb 15, 2025 8:40 am
Posted in Investing - Theory, News & General

by skipper » Sat Feb 15, 2025 8:40 am » in Investing - Theory, News & General

0 Replies

3236 Views

Last post by skipper
Sat Feb 15, 2025 8:40 am
USFR W/ weekly floating rate and rate environment

Last post by runr « Fri Feb 14, 2025 3:55 pm
Posted in Investing - Theory, News & General

by runr » Fri Feb 14, 2025 3:55 pm » in Investing - Theory, News & General

0 Replies

3190 Views

Last post by runr
Fri Feb 14, 2025 3:55 pm
Any US expats with experience in Ireland non-domiciled tax situation?

Last post by unbiased « Fri Feb 14, 2025 3:35 pm
Posted in Non-US Investing

by unbiased » Fri Feb 14, 2025 3:35 pm » in Non-US Investing

0 Replies

8122 Views

Last post by unbiased
Fri Feb 14, 2025 3:35 pm
13% interest offered on SHYM by Fidelity Fully Paid Lending

Last post by boglemark3 « Fri Feb 14, 2025 11:06 am
Posted in Investing - Theory, News & General

by boglemark3 » Fri Feb 14, 2025 11:06 am » in Investing - Theory, News & General

0 Replies

2960 Views

Last post by boglemark3
Fri Feb 14, 2025 11:06 am
Anyone use Robinhood Creadit Card?

Last post by runr « Fri Feb 14, 2025 10:47 am
Posted in Personal Consumer Issues

by runr » Fri Feb 14, 2025 10:47 am » in Personal Consumer Issues

0 Replies

3064 Views

Last post by runr
Fri Feb 14, 2025 10:47 am

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