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Mega Backdoor Roth from acquired company

Last post by oxomug « Tue Mar 28, 2023 2:08 pm
Posted in Personal Investments

by oxomug » Tue Mar 28, 2023 2:08 pm » in Personal Investments

0 Replies

22 Views

Last post by oxomug
Tue Mar 28, 2023 2:08 pm
Basis?

Last post by Chardo « Tue Mar 28, 2023 1:34 pm
Posted in Personal Finance (Not Investing)

by Chardo » Tue Mar 28, 2023 1:34 pm » in Personal Finance (Not Investing)

0 Replies

66 Views

Last post by Chardo
Tue Mar 28, 2023 1:34 pm
RTP, NC Chapter Meeting 9:30 AM Sat April 22, 2023

Last post by Steve Thorpe « Tue Mar 28, 2023 1:12 pm
Posted in US Chapters

by Steve Thorpe » Tue Mar 28, 2023 1:12 pm » in US Chapters

0 Replies

52 Views

Last post by Steve Thorpe
Tue Mar 28, 2023 1:12 pm
NYS refund applied to estimated wrong amount shown

Last post by dan916 « Tue Mar 28, 2023 11:32 am
Posted in Personal Finance (Not Investing)

by dan916 » Tue Mar 28, 2023 11:32 am » in Personal Finance (Not Investing)

0 Replies

59 Views

Last post by dan916
Tue Mar 28, 2023 11:32 am
Mobile Providers and Notifications

Last post by rich126 « Tue Mar 28, 2023 10:43 am
Posted in Personal Consumer Issues

by rich126 » Tue Mar 28, 2023 10:43 am » in Personal Consumer Issues

0 Replies

79 Views

Last post by rich126
Tue Mar 28, 2023 10:43 am
Fixed income portfolio allocation

Last post by a_significant_order « Tue Mar 28, 2023 9:51 am
Posted in Non-US Investing

by a_significant_order » Tue Mar 28, 2023 9:51 am » in Non-US Investing

0 Replies

81 Views

Last post by a_significant_order
Tue Mar 28, 2023 9:51 am
Heads up - M1 issuing corrected 1099 also

Last post by BuddyJet « Mon Mar 27, 2023 6:30 pm
Posted in Personal Finance (Not Investing)

by BuddyJet » Mon Mar 27, 2023 6:30 pm » in Personal Finance (Not Investing)

0 Replies

164 Views

Last post by BuddyJet
Mon Mar 27, 2023 6:30 pm
457 acct - stable value options/core bond index

Last post by gnostic19 « Mon Mar 27, 2023 4:27 pm
Posted in Personal Investments

by gnostic19 » Mon Mar 27, 2023 4:27 pm » in Personal Investments

0 Replies

126 Views

Last post by gnostic19
Mon Mar 27, 2023 4:27 pm
Vanguard Cash Deposit and FDIC

Last post by winterhascome « Mon Mar 27, 2023 2:36 pm
Posted in Personal Investments

by winterhascome » Mon Mar 27, 2023 2:36 pm » in Personal Investments

0 Replies

262 Views

Last post by winterhascome
Mon Mar 27, 2023 2:36 pm
TurboTax: Cosigning refinance, CONUS->OCONUS PCS and RITA

Last post by kajukenbo « Mon Mar 27, 2023 2:02 pm
Posted in Personal Finance (Not Investing)

by kajukenbo » Mon Mar 27, 2023 2:02 pm » in Personal Finance (Not Investing)

0 Replies

80 Views

Last post by kajukenbo
Mon Mar 27, 2023 2:02 pm
On the road, but not sure where to exit...

Last post by Shenfan11 « Mon Mar 27, 2023 1:39 pm
Posted in Personal Investments

by Shenfan11 » Mon Mar 27, 2023 1:39 pm » in Personal Investments

0 Replies

422 Views

Last post by Shenfan11
Mon Mar 27, 2023 1:39 pm
Rehypothecation and risks.

Last post by jackal « Mon Mar 27, 2023 10:04 am
Posted in Investing - Theory, News & General

by jackal » Mon Mar 27, 2023 10:04 am » in Investing - Theory, News & General

0 Replies

206 Views

Last post by jackal
Mon Mar 27, 2023 10:04 am
Form 709 taxcalculator not letting me edit line 7

Last post by johnkgan « Mon Mar 27, 2023 12:30 am
Posted in Personal Finance (Not Investing)

by johnkgan » Mon Mar 27, 2023 12:30 am » in Personal Finance (Not Investing)

0 Replies

146 Views

Last post by johnkgan
Mon Mar 27, 2023 12:30 am
Married filing separately in MA on state return - do I only report my own income?

Last post by protagonist « Sat Mar 25, 2023 12:18 pm
Posted in Personal Finance (Not Investing)

by protagonist » Sat Mar 25, 2023 12:18 pm » in Personal Finance (Not Investing)

0 Replies

115 Views

Last post by protagonist
Sat Mar 25, 2023 12:18 pm
Precise details about revocable trust requirements for FDIC insurance coverage

Last post by rhz « Fri Mar 24, 2023 1:40 pm
Posted in Personal Finance (Not Investing)

by rhz » Fri Mar 24, 2023 1:40 pm » in Personal Finance (Not Investing)

0 Replies

136 Views

Last post by rhz
Fri Mar 24, 2023 1:40 pm
Pennsylvania Joint Acct Estate/Fidelity Question

Last post by TBillT « Fri Mar 24, 2023 11:56 am
Posted in Personal Finance (Not Investing)

by TBillT » Fri Mar 24, 2023 11:56 am » in Personal Finance (Not Investing)

0 Replies

115 Views

Last post by TBillT
Fri Mar 24, 2023 11:56 am
two small fixed accounts qualified $ - need advice

Last post by AlaskaTeach « Fri Mar 24, 2023 1:11 am
Posted in Personal Investments

by AlaskaTeach » Fri Mar 24, 2023 1:11 am » in Personal Investments

0 Replies

149 Views

Last post by AlaskaTeach
Fri Mar 24, 2023 1:11 am
Vulnerability from using PIN entry on password managers

Last post by gavinsiu « Thu Mar 23, 2023 4:11 pm
Posted in Personal Consumer Issues

by gavinsiu » Thu Mar 23, 2023 4:11 pm » in Personal Consumer Issues

0 Replies

169 Views

Last post by gavinsiu
Thu Mar 23, 2023 4:11 pm
Do Rolling Returns increase the number of 10 and 20 Year Returns after adjusting for Autocorrelation?

Last post by Anon9001 « Thu Mar 23, 2023 2:43 pm
Posted in Non-US Investing

by Anon9001 » Thu Mar 23, 2023 2:43 pm » in Non-US Investing

0 Replies

234 Views

Last post by Anon9001
Thu Mar 23, 2023 2:43 pm
Anyone else see that the Vanguard FI/Treasuries Trading down?

Last post by noco123 « Thu Mar 23, 2023 1:15 pm
Posted in Personal Investments

by noco123 » Thu Mar 23, 2023 1:15 pm » in Personal Investments

0 Replies

163 Views

Last post by noco123
Thu Mar 23, 2023 1:15 pm
Corrected 1099-B omitting sales that didn't need correction

Last post by MobileChicane « Wed Mar 22, 2023 9:42 pm
Posted in Personal Finance (Not Investing)

by MobileChicane » Wed Mar 22, 2023 9:42 pm » in Personal Finance (Not Investing)

0 Replies

119 Views

Last post by MobileChicane
Wed Mar 22, 2023 9:42 pm
USCCB’s Socially Responsible Investment Guidelines

Last post by Horton « Wed Mar 22, 2023 2:56 pm
Posted in Investing - Theory, News & General

by Horton » Wed Mar 22, 2023 2:56 pm » in Investing - Theory, News & General

0 Replies

146 Views

Last post by Horton
Wed Mar 22, 2023 2:56 pm
ThinkAdvisor article on IRS guidance for 2023 IRA RMDs- SECURE ACT 2.0

Last post by Navillus1968 « Wed Mar 22, 2023 1:07 pm
Posted in Personal Investments

by Navillus1968 » Wed Mar 22, 2023 1:07 pm » in Personal Investments

0 Replies

171 Views

Last post by Navillus1968
Wed Mar 22, 2023 1:07 pm
California residents 2022 tax deadline for Solo 401k contributions

Last post by tobyfries « Wed Mar 22, 2023 11:23 am
Posted in Personal Finance (Not Investing)

by tobyfries » Wed Mar 22, 2023 11:23 am » in Personal Finance (Not Investing)

0 Replies

116 Views

Last post by tobyfries
Wed Mar 22, 2023 11:23 am
INVEST for Amex by Vanguard & "Personal Advisor"

Last post by DONZI « Wed Mar 22, 2023 4:59 am
Posted in Personal Investments

by DONZI » Wed Mar 22, 2023 4:59 am » in Personal Investments

0 Replies

304 Views

Last post by DONZI
Wed Mar 22, 2023 4:59 am
Nice Article For Windows 10 File History Back Up Users

Last post by ubermax « Tue Mar 21, 2023 10:37 am
Posted in Personal Consumer Issues

by ubermax » Tue Mar 21, 2023 10:37 am » in Personal Consumer Issues

0 Replies

150 Views

Last post by ubermax
Tue Mar 21, 2023 10:37 am
Is Peloton defaulting on Second Amended and Restated Credit Agreement?

Last post by minorityreportc « Mon Mar 20, 2023 7:22 pm
Posted in Investing - Theory, News & General

by minorityreportc » Mon Mar 20, 2023 7:22 pm » in Investing - Theory, News & General

0 Replies

257 Views

Last post by minorityreportc
Mon Mar 20, 2023 7:22 pm
Preferred Mutual Funds and ETFs

Last post by AMG79 « Mon Mar 20, 2023 7:36 am
Posted in Investing - Theory, News & General

by AMG79 » Mon Mar 20, 2023 7:36 am » in Investing - Theory, News & General

0 Replies

222 Views

Last post by AMG79
Mon Mar 20, 2023 7:36 am
Pennsylvania non-resident tax withheld / taxact.com

Last post by adr314159 « Sun Mar 19, 2023 2:49 pm
Posted in Personal Finance (Not Investing)

by adr314159 » Sun Mar 19, 2023 2:49 pm » in Personal Finance (Not Investing)

0 Replies

89 Views

Last post by adr314159
Sun Mar 19, 2023 2:49 pm
Question about being dual tax resident US/UK

Last post by JHart « Sat Mar 18, 2023 9:35 am
Posted in Personal Finance (Not Investing)

by JHart » Sat Mar 18, 2023 9:35 am » in Personal Finance (Not Investing)

0 Replies

100 Views

Last post by JHart
Sat Mar 18, 2023 9:35 am
HSA Brokerage for Ex-American in Canada

Last post by mrken « Fri Mar 17, 2023 9:02 pm
Posted in Non-US Investing

by mrken » Fri Mar 17, 2023 9:02 pm » in Non-US Investing

0 Replies

396 Views

Last post by mrken
Fri Mar 17, 2023 9:02 pm
Taxable LLC Distribution

Last post by LakeNormanRob « Fri Mar 17, 2023 2:59 pm
Posted in Personal Finance (Not Investing)

by LakeNormanRob » Fri Mar 17, 2023 2:59 pm » in Personal Finance (Not Investing)

0 Replies

100 Views

Last post by LakeNormanRob
Fri Mar 17, 2023 2:59 pm
Writing Qualified Covered Call for Tax Arbitrage

Last post by Nanicolle « Fri Mar 17, 2023 1:32 am
Posted in Personal Investments

by Nanicolle » Fri Mar 17, 2023 1:32 am » in Personal Investments

0 Replies

104 Views

Last post by Nanicolle
Fri Mar 17, 2023 1:32 am
TurboTax making me review all option sales

Last post by chinchin « Thu Mar 16, 2023 11:58 pm
Posted in Personal Finance (Not Investing)

by chinchin » Thu Mar 16, 2023 11:58 pm » in Personal Finance (Not Investing)

0 Replies

185 Views

Last post by chinchin
Thu Mar 16, 2023 11:58 pm
New FEHB Options for Annuitants Coming?

Last post by tallguy3891 « Thu Mar 16, 2023 2:45 pm
Posted in Personal Finance (Not Investing)

by tallguy3891 » Thu Mar 16, 2023 2:45 pm » in Personal Finance (Not Investing)

0 Replies

194 Views

Last post by tallguy3891
Thu Mar 16, 2023 2:45 pm
Help Needed to Understand Corporate Bonds

Last post by BellaBear « Thu Mar 16, 2023 9:40 am
Posted in Personal Investments

by BellaBear » Thu Mar 16, 2023 9:40 am » in Personal Investments

0 Replies

176 Views

Last post by BellaBear
Thu Mar 16, 2023 9:40 am
CDBG Grant in Cal [Community Development Block Grant]

Last post by Hern410 « Thu Mar 16, 2023 1:59 am
Posted in Personal Finance (Not Investing)

by Hern410 » Thu Mar 16, 2023 1:59 am » in Personal Finance (Not Investing)

0 Replies

65 Views

Last post by Hern410
Thu Mar 16, 2023 1:59 am
"How to Choose Funds for Your IRA"

Last post by Taylor Larimore « Wed Mar 15, 2023 1:59 pm
Posted in Investing - Theory, News & General

by Taylor Larimore » Wed Mar 15, 2023 1:59 pm » in Investing - Theory, News & General

0 Replies

302 Views

Last post by Taylor Larimore
Wed Mar 15, 2023 1:59 pm
529 (or Ed IRA) to 529 rollover? I got some questions

Last post by privateID « Wed Mar 15, 2023 10:06 am
Posted in Personal Investments

by privateID » Wed Mar 15, 2023 10:06 am » in Personal Investments

0 Replies

120 Views

Last post by privateID
Wed Mar 15, 2023 10:06 am
Worth it to employ spouse to enable SEP contributions?

Last post by Freeadvice « Wed Mar 15, 2023 9:17 am
Posted in Investing - Theory, News & General

by Freeadvice » Wed Mar 15, 2023 9:17 am » in Investing - Theory, News & General

0 Replies

170 Views

Last post by Freeadvice
Wed Mar 15, 2023 9:17 am
NJ Shared Responsibility Payments

Last post by mggray17 « Wed Mar 15, 2023 9:06 am
Posted in Personal Finance (Not Investing)

by mggray17 » Wed Mar 15, 2023 9:06 am » in Personal Finance (Not Investing)

0 Replies

137 Views

Last post by mggray17
Wed Mar 15, 2023 9:06 am
The “4% rule” with annuities (and/or bond ladders)

Last post by StillGoing « Wed Mar 15, 2023 6:31 am
Posted in Investing - Theory, News & General

by StillGoing » Wed Mar 15, 2023 6:31 am » in Investing - Theory, News & General

0 Replies

288 Views

Last post by StillGoing
Wed Mar 15, 2023 6:31 am
Vanguard reit yield and adjusted yield

Last post by grok87 « Wed Mar 15, 2023 5:54 am
Posted in Investing - Theory, News & General

by grok87 » Wed Mar 15, 2023 5:54 am » in Investing - Theory, News & General

0 Replies

247 Views

Last post by grok87
Wed Mar 15, 2023 5:54 am
AirTag sound questions

Last post by FB01 « Tue Mar 14, 2023 12:47 pm
Posted in Personal Consumer Issues

by FB01 » Tue Mar 14, 2023 12:47 pm » in Personal Consumer Issues

0 Replies

182 Views

Last post by FB01
Tue Mar 14, 2023 12:47 pm
Over-contribution to Roth IRA in 2021 and Filing a 5329

Last post by Lana2016 « Mon Mar 13, 2023 8:43 pm
Posted in Personal Finance (Not Investing)

by Lana2016 » Mon Mar 13, 2023 8:43 pm » in Personal Finance (Not Investing)

0 Replies

125 Views

Last post by Lana2016
Mon Mar 13, 2023 8:43 pm
Gold ETF (IAU) cost basis adjustment for expenses

Last post by DataDriver « Mon Mar 13, 2023 2:00 pm
Posted in Investing - Theory, News & General

by DataDriver » Mon Mar 13, 2023 2:00 pm » in Investing - Theory, News & General

0 Replies

145 Views

Last post by DataDriver
Mon Mar 13, 2023 2:00 pm
Definitive Thread on Brokerage Retention Bonuses

Last post by Kookaburra « Sun Mar 12, 2023 8:50 pm
Posted in Personal Finance (Not Investing)

by Kookaburra » Sun Mar 12, 2023 8:50 pm » in Personal Finance (Not Investing)

0 Replies

244 Views

Last post by Kookaburra
Sun Mar 12, 2023 8:50 pm
FDIC Online Calculator to Determine Insurance Limits on Your Account

Last post by Northern Flicker « Sun Mar 12, 2023 8:05 pm
Posted in Personal Investments

by Northern Flicker » Sun Mar 12, 2023 8:05 pm » in Personal Investments

0 Replies

291 Views

Last post by Northern Flicker
Sun Mar 12, 2023 8:05 pm
Valuing Russia shares for IRA roll-over

Last post by Cantrip « Sat Mar 11, 2023 4:10 am
Posted in Personal Investments

by Cantrip » Sat Mar 11, 2023 4:10 am » in Personal Investments

0 Replies

239 Views

Last post by Cantrip
Sat Mar 11, 2023 4:10 am
Tequila Tours in MX?

Last post by MrWasabi65 « Fri Mar 10, 2023 11:33 pm
Posted in Personal Consumer Issues

by MrWasabi65 » Fri Mar 10, 2023 11:33 pm » in Personal Consumer Issues

0 Replies

212 Views

Last post by MrWasabi65
Fri Mar 10, 2023 11:33 pm

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