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Should I take this Rights Exercise Offer? (JFR)

Last post by jmk « Thu Feb 13, 2025 7:43 pm
Posted in Personal Investments

by jmk » Thu Feb 13, 2025 7:43 pm » in Personal Investments

0 Replies

138 Views

Last post by jmk
Thu Feb 13, 2025 7:43 pm
IRA Fidelity Core Bond Strategy Exiting?

Last post by netjay « Thu Feb 13, 2025 5:03 pm
Posted in Personal Investments

by netjay » Thu Feb 13, 2025 5:03 pm » in Personal Investments

0 Replies

116 Views

Last post by netjay
Thu Feb 13, 2025 5:03 pm
Qualified Disaster Recover Distribution and withholding

Last post by jtk « Thu Feb 13, 2025 4:01 pm
Posted in Personal Finance (Not Investing)

by jtk » Thu Feb 13, 2025 4:01 pm » in Personal Finance (Not Investing)

0 Replies

79 Views

Last post by jtk
Thu Feb 13, 2025 4:01 pm
Business Structure and Asset Protection for Rental Properties

Last post by RentalInvestor « Thu Feb 13, 2025 2:03 pm
Posted in Personal Finance (Not Investing)

by RentalInvestor » Thu Feb 13, 2025 2:03 pm » in Personal Finance (Not Investing)

0 Replies

39 Views

Last post by RentalInvestor
Thu Feb 13, 2025 2:03 pm
Foreign Tax Credit Carryover not exhausting

Last post by shahhere « Thu Feb 13, 2025 1:15 pm
Posted in Personal Finance (Not Investing)

by shahhere » Thu Feb 13, 2025 1:15 pm » in Personal Finance (Not Investing)

0 Replies

164 Views

Last post by shahhere
Thu Feb 13, 2025 1:15 pm
JFLI, JPMorgan Flexible Income ETF, Launched Today 2/13/2025

Last post by Cocoa Beach Bum « Thu Feb 13, 2025 1:08 pm
Posted in Investing - Theory, News & General

by Cocoa Beach Bum » Thu Feb 13, 2025 1:08 pm » in Investing - Theory, News & General

0 Replies

186 Views

Last post by Cocoa Beach Bum
Thu Feb 13, 2025 1:08 pm
Kiddie tax: Cap gains or tax rate method?

Last post by tenkuky « Thu Feb 13, 2025 10:29 am
Posted in Personal Finance (Not Investing)

by tenkuky » Thu Feb 13, 2025 10:29 am » in Personal Finance (Not Investing)

0 Replies

94 Views

Last post by tenkuky
Thu Feb 13, 2025 10:29 am
Designating 2024 for 2025 529->Roth rollover?

Last post by Zipster « Wed Feb 12, 2025 4:40 pm
Posted in Investing - Theory, News & General

by Zipster » Wed Feb 12, 2025 4:40 pm » in Investing - Theory, News & General

0 Replies

176 Views

Last post by Zipster
Wed Feb 12, 2025 4:40 pm
TIPS purchases - today's prices

Last post by retirewithjoy « Wed Feb 12, 2025 1:54 pm
Posted in Personal Consumer Issues

by retirewithjoy » Wed Feb 12, 2025 1:54 pm » in Personal Consumer Issues

0 Replies

263 Views

Last post by retirewithjoy
Wed Feb 12, 2025 1:54 pm
Form not available on FreeTaxUSA, dont want to start over

Last post by muel87 « Wed Feb 12, 2025 12:19 pm
Posted in Personal Finance (Not Investing)

by muel87 » Wed Feb 12, 2025 12:19 pm » in Personal Finance (Not Investing)

0 Replies

270 Views

Last post by muel87
Wed Feb 12, 2025 12:19 pm
Email notifications not working

Last post by bogleboy « Wed Feb 12, 2025 3:30 am
Posted in Forum Issues and Administration

by bogleboy » Wed Feb 12, 2025 3:30 am » in Forum Issues and Administration

0 Replies

270 Views

Last post by bogleboy
Wed Feb 12, 2025 3:30 am
Fido vs. IBKR for Selling Box Spreads for Lifecycle Investing Leverage

Last post by pancakesbymike « Tue Feb 11, 2025 11:58 am
Posted in Investing - Theory, News & General

by pancakesbymike » Tue Feb 11, 2025 11:58 am » in Investing - Theory, News & General

0 Replies

197 Views

Last post by pancakesbymike
Tue Feb 11, 2025 11:58 am
Is Anyone else missing 1099s from Siebert?

Last post by Dufus « Tue Feb 11, 2025 10:29 am
Posted in Personal Finance (Not Investing)

by Dufus » Tue Feb 11, 2025 10:29 am » in Personal Finance (Not Investing)

0 Replies

101 Views

Last post by Dufus
Tue Feb 11, 2025 10:29 am
Why do hedged equity mutual funds have small distributions?

Last post by GaryA505 « Tue Feb 11, 2025 9:40 am
Posted in Investing - Theory, News & General

by GaryA505 » Tue Feb 11, 2025 9:40 am » in Investing - Theory, News & General

0 Replies

153 Views

Last post by GaryA505
Tue Feb 11, 2025 9:40 am
Employer Being Acquired - Estimated Tax Payments on Cash from Stock Swap

Last post by harrad « Mon Feb 10, 2025 3:28 pm
Posted in Personal Finance (Not Investing)

by harrad » Mon Feb 10, 2025 3:28 pm » in Personal Finance (Not Investing)

0 Replies

148 Views

Last post by harrad
Mon Feb 10, 2025 3:28 pm
Input on Vanguard secondary market purchase of callable agency bonds?

Last post by Maisie « Mon Feb 10, 2025 2:12 pm
Posted in Personal Investments

by Maisie » Mon Feb 10, 2025 2:12 pm » in Personal Investments

0 Replies

184 Views

Last post by Maisie
Mon Feb 10, 2025 2:12 pm
Taxable spin-off (Lennar)

Last post by psteinx « Mon Feb 10, 2025 10:46 am
Posted in Personal Finance (Not Investing)

by psteinx » Mon Feb 10, 2025 10:46 am » in Personal Finance (Not Investing)

0 Replies

167 Views

Last post by psteinx
Mon Feb 10, 2025 10:46 am
Deferred compensation plan payout strategy

Last post by long-term-investor « Mon Feb 10, 2025 7:33 am
Posted in Personal Finance (Not Investing)

by long-term-investor » Mon Feb 10, 2025 7:33 am » in Personal Finance (Not Investing)

0 Replies

211 Views

Last post by long-term-investor
Mon Feb 10, 2025 7:33 am
2024 Tax Situation: Deceased father, Trust and Beneficiaries

Last post by khr51 « Sun Feb 09, 2025 10:50 pm
Posted in Personal Finance (Not Investing)

by khr51 » Sun Feb 09, 2025 10:50 pm » in Personal Finance (Not Investing)

0 Replies

263 Views

Last post by khr51
Sun Feb 09, 2025 10:50 pm
VG Portfolio Watch not including VG 401(K)

Last post by zeep « Sun Feb 09, 2025 11:10 am
Posted in Personal Investments

by zeep » Sun Feb 09, 2025 11:10 am » in Personal Investments

0 Replies

132 Views

Last post by zeep
Sun Feb 09, 2025 11:10 am
1099 contractor and travel expenses, questions

Last post by Billgee70 « Sun Feb 09, 2025 7:34 am
Posted in Personal Finance (Not Investing)

by Billgee70 » Sun Feb 09, 2025 7:34 am » in Personal Finance (Not Investing)

0 Replies

85 Views

Last post by Billgee70
Sun Feb 09, 2025 7:34 am
Interest and dividend income reporting to SC while working in NC

Last post by Moneysaver4ever « Sat Feb 08, 2025 11:06 pm
Posted in Personal Finance (Not Investing)

by Moneysaver4ever » Sat Feb 08, 2025 11:06 pm » in Personal Finance (Not Investing)

0 Replies

124 Views

Last post by Moneysaver4ever
Sat Feb 08, 2025 11:06 pm
RTP, NC Chapter Meeting 12:00 Noon Saturday March 8, 2025

Last post by Steve Thorpe « Sat Feb 08, 2025 4:04 pm
Posted in US Chapters

by Steve Thorpe » Sat Feb 08, 2025 4:04 pm » in US Chapters

0 Replies

214 Views

Last post by Steve Thorpe
Sat Feb 08, 2025 4:04 pm
Reduction and waiver of CO PERA 457 fees for 2025

Last post by inepteft « Fri Feb 07, 2025 5:27 pm
Posted in Personal Investments

by inepteft » Fri Feb 07, 2025 5:27 pm » in Personal Investments

0 Replies

231 Views

Last post by inepteft
Fri Feb 07, 2025 5:27 pm
Here’s My Trick for Persistent Youtube on an iPad

Last post by Bagels « Fri Feb 07, 2025 7:02 am
Posted in Personal Consumer Issues

by Bagels » Fri Feb 07, 2025 7:02 am » in Personal Consumer Issues

0 Replies

594 Views

Last post by Bagels
Fri Feb 07, 2025 7:02 am
How to report 529 Plan contributions in state return using H&R Block Deluxe

Last post by tdhosi « Thu Feb 06, 2025 2:42 pm
Posted in Personal Investments

by tdhosi » Thu Feb 06, 2025 2:42 pm » in Personal Investments

0 Replies

232 Views

Last post by tdhosi
Thu Feb 06, 2025 2:42 pm
Form 1041 Excess Deductions

Last post by Rjline20 « Thu Feb 06, 2025 1:38 pm
Posted in Personal Finance (Not Investing)

by Rjline20 » Thu Feb 06, 2025 1:38 pm » in Personal Finance (Not Investing)

0 Replies

180 Views

Last post by Rjline20
Thu Feb 06, 2025 1:38 pm
TN Chapter?

Last post by Daah « Tue Feb 04, 2025 10:51 am
Posted in US Chapters

by Daah » Tue Feb 04, 2025 10:51 am » in US Chapters

0 Replies

742 Views

Last post by Daah
Tue Feb 04, 2025 10:51 am
Closing an S Corp that may have residual income

Last post by MAYAN1 « Mon Feb 03, 2025 11:40 am
Posted in Personal Finance (Not Investing)

by MAYAN1 » Mon Feb 03, 2025 11:40 am » in Personal Finance (Not Investing)

0 Replies

307 Views

Last post by MAYAN1
Mon Feb 03, 2025 11:40 am
Charles Schwab International 1042-S

Last post by ukusinvestor « Mon Feb 03, 2025 10:12 am
Posted in Non-US Investing

by ukusinvestor » Mon Feb 03, 2025 10:12 am » in Non-US Investing

0 Replies

1304 Views

Last post by ukusinvestor
Mon Feb 03, 2025 10:12 am
US stocks ETF: Ireland or Luxembourg for an Italian citizen?

Last post by Speps « Sun Feb 02, 2025 6:05 am
Posted in Non-US Investing

by Speps » Sun Feb 02, 2025 6:05 am » in Non-US Investing

0 Replies

2173 Views

Last post by Speps
Sun Feb 02, 2025 6:05 am
Pleasant surprise - 401(k) adding VTWAX

Last post by Everlast311 « Sat Feb 01, 2025 11:44 am
Posted in Personal Investments

by Everlast311 » Sat Feb 01, 2025 11:44 am » in Personal Investments

0 Replies

679 Views

Last post by Everlast311
Sat Feb 01, 2025 11:44 am
Historical Morningstar Ratings for Stocks

Last post by TomBH « Sat Feb 01, 2025 9:41 am
Posted in Personal Investments

by TomBH » Sat Feb 01, 2025 9:41 am » in Personal Investments

0 Replies

536 Views

Last post by TomBH
Sat Feb 01, 2025 9:41 am
Looking for a financial advisor in the Twin Cities (Minnesota)

Last post by jasonk35000 « Thu Jan 30, 2025 6:15 pm
Posted in Personal Investments

by jasonk35000 » Thu Jan 30, 2025 6:15 pm » in Personal Investments

0 Replies

763 Views

Last post by jasonk35000
Thu Jan 30, 2025 6:15 pm
Massachusetts M-4 exemptions for spouses and dependents

Last post by almeida « Thu Jan 30, 2025 8:39 am
Posted in Personal Finance (Not Investing)

by almeida » Thu Jan 30, 2025 8:39 am » in Personal Finance (Not Investing)

0 Replies

1040 Views

Last post by almeida
Thu Jan 30, 2025 8:39 am
[Looking for financial] Account management software

Last post by Willy p « Wed Jan 29, 2025 7:47 am
Posted in Personal Finance (Not Investing)

by Willy p » Wed Jan 29, 2025 7:47 am » in Personal Finance (Not Investing)

0 Replies

1129 Views

Last post by Willy p
Wed Jan 29, 2025 7:47 am
Reporting 2024 401k Rollover…is this correct?

Last post by ClassOf2021 « Wed Jan 29, 2025 6:36 am
Posted in Personal Finance (Not Investing)

by ClassOf2021 » Wed Jan 29, 2025 6:36 am » in Personal Finance (Not Investing)

0 Replies

1165 Views

Last post by ClassOf2021
Wed Jan 29, 2025 6:36 am
Save the Date: Bogleheads Conference Oct. 17-19, 2025

Last post by Bogle Center « Mon Jan 27, 2025 3:23 pm
Posted in Investing - Theory, News & General

by Bogle Center » Mon Jan 27, 2025 3:23 pm » in Investing - Theory, News & General

0 Replies

1593 Views

Last post by Bogle Center
Mon Jan 27, 2025 3:23 pm
529 SuperFund in last year

Last post by Needsomehelp « Mon Jan 27, 2025 12:43 pm
Posted in Personal Finance (Not Investing)

by Needsomehelp » Mon Jan 27, 2025 12:43 pm » in Personal Finance (Not Investing)

0 Replies

1266 Views

Last post by Needsomehelp
Mon Jan 27, 2025 12:43 pm
ETF Portfolio Advice for Taiwanese Citizen living in Germany

Last post by helen880201 « Sat Jan 25, 2025 7:56 am
Posted in Non-US Investing

by helen880201 » Sat Jan 25, 2025 7:56 am » in Non-US Investing

0 Replies

4381 Views

Last post by helen880201
Sat Jan 25, 2025 7:56 am
DPOA FL question

Last post by JBTX « Sat Jan 25, 2025 3:48 am
Posted in Personal Finance (Not Investing)

by JBTX » Sat Jan 25, 2025 3:48 am » in Personal Finance (Not Investing)

0 Replies

1037 Views

Last post by JBTX
Sat Jan 25, 2025 3:48 am
Illinois AG proposed $20M settlement with Leader Automotive Group about add-ons, junk fees

Last post by DinkinFlicka « Fri Jan 24, 2025 7:24 pm
Posted in Personal Consumer Issues

by DinkinFlicka » Fri Jan 24, 2025 7:24 pm » in Personal Consumer Issues

0 Replies

1079 Views

Last post by DinkinFlicka
Fri Jan 24, 2025 7:24 pm
Yubikey 5 with Yubico Authenticator App at Schwab?

Last post by Zanmar « Fri Jan 24, 2025 3:09 pm
Posted in Personal Finance (Not Investing)

by Zanmar » Fri Jan 24, 2025 3:09 pm » in Personal Finance (Not Investing)

0 Replies

1050 Views

Last post by Zanmar
Fri Jan 24, 2025 3:09 pm
Mega Backdoor Roth?

Last post by HowToRoth « Thu Jan 23, 2025 7:16 pm
Posted in Personal Finance (Not Investing)

by HowToRoth » Thu Jan 23, 2025 7:16 pm » in Personal Finance (Not Investing)

0 Replies

1213 Views

Last post by HowToRoth
Thu Jan 23, 2025 7:16 pm
Looking for original watercolor paintings in Germany, Spain, Portugal and Netherlands

Last post by egri « Wed Jan 22, 2025 11:20 pm
Posted in Personal Consumer Issues

by egri » Wed Jan 22, 2025 11:20 pm » in Personal Consumer Issues

0 Replies

1505 Views

Last post by egri
Wed Jan 22, 2025 11:20 pm
IRS 709 form question for 2024

Last post by petras52 « Wed Jan 22, 2025 11:50 am
Posted in Personal Finance (Not Investing)

by petras52 » Wed Jan 22, 2025 11:50 am » in Personal Finance (Not Investing)

0 Replies

1057 Views

Last post by petras52
Wed Jan 22, 2025 11:50 am
Hampton Roads-Tidewater Chapter Virginia

Last post by Deleme « Tue Jan 21, 2025 7:39 pm
Posted in US Chapters

by Deleme » Tue Jan 21, 2025 7:39 pm » in US Chapters

0 Replies

2987 Views

Last post by Deleme
Tue Jan 21, 2025 7:39 pm
Best Airline or Credit Card Promo for opening biz checking account.....

Last post by atwnsw « Tue Jan 21, 2025 12:53 pm
Posted in Personal Consumer Issues

by atwnsw » Tue Jan 21, 2025 12:53 pm » in Personal Consumer Issues

0 Replies

1084 Views

Last post by atwnsw
Tue Jan 21, 2025 12:53 pm
About rollover 401k

Last post by Mgj « Mon Jan 20, 2025 12:39 pm
Posted in Personal Investments

by Mgj » Mon Jan 20, 2025 12:39 pm » in Personal Investments

0 Replies

988 Views

Last post by Mgj
Mon Jan 20, 2025 12:39 pm
TIP: reduce time out-of-market during slow transfers

Last post by ER_LatePlanner « Mon Jan 20, 2025 6:44 am
Posted in Personal Finance (Not Investing)

by ER_LatePlanner » Mon Jan 20, 2025 6:44 am » in Personal Finance (Not Investing)

0 Replies

1120 Views

Last post by ER_LatePlanner
Mon Jan 20, 2025 6:44 am

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