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Roth conversion Dec 31 possible?

Last post by ee_guy « Sat Dec 14, 2024 3:45 pm
Posted in Investing - Theory, News & General

by ee_guy » Sat Dec 14, 2024 3:45 pm » in Investing - Theory, News & General

0 Replies

31 Views

Last post by ee_guy
Sat Dec 14, 2024 3:45 pm
Converting target date retirement fund to VTSAX

Last post by Bogle826 « Sat Dec 14, 2024 3:40 pm
Posted in Personal Investments

by Bogle826 » Sat Dec 14, 2024 3:40 pm » in Personal Investments

0 Replies

43 Views

Last post by Bogle826
Sat Dec 14, 2024 3:40 pm
JCP&L smart meter pros and cons ?

Last post by Nyc10036 « Sat Dec 14, 2024 2:59 pm
Posted in Personal Consumer Issues

by Nyc10036 » Sat Dec 14, 2024 2:59 pm » in Personal Consumer Issues

0 Replies

40 Views

Last post by Nyc10036
Sat Dec 14, 2024 2:59 pm
Baby Bonding Leave (California) and 403b contributions

Last post by Cranberry44 « Sat Dec 14, 2024 2:45 pm
Posted in Personal Finance (Not Investing)

by Cranberry44 » Sat Dec 14, 2024 2:45 pm » in Personal Finance (Not Investing)

0 Replies

52 Views

Last post by Cranberry44
Sat Dec 14, 2024 2:45 pm
Distressed Debt Fund

Last post by Buster65 « Sat Dec 14, 2024 2:00 pm
Posted in Personal Investments

by Buster65 » Sat Dec 14, 2024 2:00 pm » in Personal Investments

0 Replies

77 Views

Last post by Buster65
Sat Dec 14, 2024 2:00 pm
Portfolio Questions - early retirement with SEPP/Roth

Last post by PepperyOldster « Sat Dec 14, 2024 1:48 pm
Posted in Personal Investments

by PepperyOldster » Sat Dec 14, 2024 1:48 pm » in Personal Investments

0 Replies

41 Views

Last post by PepperyOldster
Sat Dec 14, 2024 1:48 pm
Vanguard Lawsuit Settlement Question

Last post by busdriver « Sat Dec 14, 2024 1:40 pm
Posted in Personal Finance (Not Investing)

by busdriver » Sat Dec 14, 2024 1:40 pm » in Personal Finance (Not Investing)

0 Replies

95 Views

Last post by busdriver
Sat Dec 14, 2024 1:40 pm
Rebalancing time - Improve Bond Asset class

Last post by realclemsongrad « Sat Dec 14, 2024 1:19 pm
Posted in Investing - Theory, News & General

by realclemsongrad » Sat Dec 14, 2024 1:19 pm » in Investing - Theory, News & General

0 Replies

86 Views

Last post by realclemsongrad
Sat Dec 14, 2024 1:19 pm
Non-AUM Advisors Using Covisum Tax Clarity or Similar

Last post by mondegreen « Sat Dec 14, 2024 10:37 am
Posted in Investing - Theory, News & General

by mondegreen » Sat Dec 14, 2024 10:37 am » in Investing - Theory, News & General

0 Replies

62 Views

Last post by mondegreen
Sat Dec 14, 2024 10:37 am
Financial Aid PSA: contribute to trad 401k for FAFSA, roth 401k for CSS

Last post by Admiral Fun « Sat Dec 14, 2024 10:11 am
Posted in Investing - Theory, News & General

by Admiral Fun » Sat Dec 14, 2024 10:11 am » in Investing - Theory, News & General

0 Replies

62 Views

Last post by Admiral Fun
Sat Dec 14, 2024 10:11 am
Vanguard Target Date Class Action Settlement

Last post by jaMichael « Sat Dec 14, 2024 9:18 am
Posted in Personal Finance (Not Investing)

by jaMichael » Sat Dec 14, 2024 9:18 am » in Personal Finance (Not Investing)

0 Replies

186 Views

Last post by jaMichael
Sat Dec 14, 2024 9:18 am
Did I just stumble on a mega backdoor Roth option?

Last post by Big Jim24 « Fri Dec 13, 2024 9:16 pm
Posted in Investing - Theory, News & General

by Big Jim24 » Fri Dec 13, 2024 9:16 pm » in Investing - Theory, News & General

0 Replies

369 Views

Last post by Big Jim24
Fri Dec 13, 2024 9:16 pm
UVL [Keep a Universal Variable Life policy?]

Last post by Francis Parker « Fri Dec 13, 2024 8:01 am
Posted in Personal Investments

by Francis Parker » Fri Dec 13, 2024 8:01 am » in Personal Investments

0 Replies

92 Views

Last post by Francis Parker
Fri Dec 13, 2024 8:01 am
Can you gift property to a testmentary trust?

Last post by tfalk « Thu Dec 12, 2024 4:34 pm
Posted in Personal Finance (Not Investing)

by tfalk » Thu Dec 12, 2024 4:34 pm » in Personal Finance (Not Investing)

0 Replies

92 Views

Last post by tfalk
Thu Dec 12, 2024 4:34 pm
Looking for CA CPA

Last post by Tech « Thu Dec 12, 2024 10:27 am
Posted in Personal Finance (Not Investing)

by Tech » Thu Dec 12, 2024 10:27 am » in Personal Finance (Not Investing)

0 Replies

115 Views

Last post by Tech
Thu Dec 12, 2024 10:27 am
Long box spreads

Last post by johnanglemen « Wed Dec 11, 2024 12:44 pm
Posted in Personal Investments

by johnanglemen » Wed Dec 11, 2024 12:44 pm » in Personal Investments

0 Replies

142 Views

Last post by johnanglemen
Wed Dec 11, 2024 12:44 pm
HRA and the New 2K Cap on Prescriptions

Last post by vested1 « Wed Dec 11, 2024 10:43 am
Posted in Personal Finance (Not Investing)

by vested1 » Wed Dec 11, 2024 10:43 am » in Personal Finance (Not Investing)

0 Replies

87 Views

Last post by vested1
Wed Dec 11, 2024 10:43 am
[Singapore] SRS - withdrawal/taxation for UK expat

Last post by saverinvestor8897 « Wed Dec 11, 2024 12:17 am
Posted in Non-US Investing

by saverinvestor8897 » Wed Dec 11, 2024 12:17 am » in Non-US Investing

0 Replies

236 Views

Last post by saverinvestor8897
Wed Dec 11, 2024 12:17 am
Financing ADU build costs

Last post by LakesandRivers « Tue Dec 10, 2024 3:51 pm
Posted in Personal Finance (Not Investing)

by LakesandRivers » Tue Dec 10, 2024 3:51 pm » in Personal Finance (Not Investing)

0 Replies

144 Views

Last post by LakesandRivers
Tue Dec 10, 2024 3:51 pm
UK platforms allowing transfer of GIAs from EU

Last post by Lauretta « Sun Dec 08, 2024 6:36 am
Posted in Non-US Investing

by Lauretta » Sun Dec 08, 2024 6:36 am » in Non-US Investing

0 Replies

353 Views

Last post by Lauretta
Sun Dec 08, 2024 6:36 am
[1/2] Basic portfolio review tool

Last post by tdgb « Fri Dec 06, 2024 5:43 am
Posted in Investing - Theory, News & General

by tdgb » Fri Dec 06, 2024 5:43 am » in Investing - Theory, News & General

0 Replies

423 Views

Last post by tdgb
Fri Dec 06, 2024 5:43 am
USAA preferred cash rewards VISA double cash back December 6

Last post by popoki « Thu Dec 05, 2024 5:59 pm
Posted in Personal Finance (Not Investing)

by popoki » Thu Dec 05, 2024 5:59 pm » in Personal Finance (Not Investing)

0 Replies

291 Views

Last post by popoki
Thu Dec 05, 2024 5:59 pm
WSJ Reporter doing story on DAF and QCD Charitable Donations

Last post by Mel Lindauer « Thu Dec 05, 2024 3:32 pm
Posted in Investing - Theory, News & General

by Mel Lindauer » Thu Dec 05, 2024 3:32 pm » in Investing - Theory, News & General

0 Replies

383 Views

Last post by Mel Lindauer
Thu Dec 05, 2024 3:32 pm
Roth employer profit sharing contribution

Last post by yankees60 « Wed Dec 04, 2024 6:36 pm
Posted in Personal Finance (Not Investing)

by yankees60 » Wed Dec 04, 2024 6:36 pm » in Personal Finance (Not Investing)

0 Replies

107 Views

Last post by yankees60
Wed Dec 04, 2024 6:36 pm
LTD Insurance Quotes (paging Brudude)

Last post by NullPtr « Wed Dec 04, 2024 3:31 pm
Posted in Personal Finance (Not Investing)

by NullPtr » Wed Dec 04, 2024 3:31 pm » in Personal Finance (Not Investing)

0 Replies

73 Views

Last post by NullPtr
Wed Dec 04, 2024 3:31 pm
PSA - UTMA Gain Harvesting

Last post by RetiredAL « Wed Dec 04, 2024 1:39 pm
Posted in Investing - Theory, News & General

by RetiredAL » Wed Dec 04, 2024 1:39 pm » in Investing - Theory, News & General

0 Replies

199 Views

Last post by RetiredAL
Wed Dec 04, 2024 1:39 pm
Mesa Homeowners charge card, no fee for mortgage payments?

Last post by ResearchMed « Wed Dec 04, 2024 5:56 am
Posted in Personal Finance (Not Investing)

by ResearchMed » Wed Dec 04, 2024 5:56 am » in Personal Finance (Not Investing)

0 Replies

152 Views

Last post by ResearchMed
Wed Dec 04, 2024 5:56 am
Charitable Deduction for Estate on 1041?

Last post by Eaglelion « Tue Dec 03, 2024 1:03 pm
Posted in Personal Finance (Not Investing)

by Eaglelion » Tue Dec 03, 2024 1:03 pm » in Personal Finance (Not Investing)

0 Replies

69 Views

Last post by Eaglelion
Tue Dec 03, 2024 1:03 pm
Summary of 401K/IRA taxation for US 'tax resident' living in the UK?

Last post by sgp « Tue Dec 03, 2024 12:12 am
Posted in Non-US Investing

by sgp » Tue Dec 03, 2024 12:12 am » in Non-US Investing

0 Replies

554 Views

Last post by sgp
Tue Dec 03, 2024 12:12 am
Converting medical practice to non profit

Last post by mchammertime « Sun Dec 01, 2024 8:09 pm
Posted in Personal Finance (Not Investing)

by mchammertime » Sun Dec 01, 2024 8:09 pm » in Personal Finance (Not Investing)

0 Replies

294 Views

Last post by mchammertime
Sun Dec 01, 2024 8:09 pm
US Nonresident Aliens - Vanguard freezing legacy accounts - Part 2

Last post by bluejeansman « Sun Dec 01, 2024 1:57 pm
Posted in Non-US Investing

by bluejeansman » Sun Dec 01, 2024 1:57 pm » in Non-US Investing

0 Replies

715 Views

Last post by bluejeansman
Sun Dec 01, 2024 1:57 pm
Emergency Contact Cell Phone

Last post by Paullmas « Sat Nov 30, 2024 1:10 pm
Posted in Personal Consumer Issues

by Paullmas » Sat Nov 30, 2024 1:10 pm » in Personal Consumer Issues

0 Replies

272 Views

Last post by Paullmas
Sat Nov 30, 2024 1:10 pm
Question on NJ L8 Tax Waiver Form and Transfer of Estate Assets

Last post by PlayingLife « Sat Nov 30, 2024 7:13 am
Posted in Personal Finance (Not Investing)

by PlayingLife » Sat Nov 30, 2024 7:13 am » in Personal Finance (Not Investing)

0 Replies

114 Views

Last post by PlayingLife
Sat Nov 30, 2024 7:13 am
Which HRB tax product for Solo 401K?

Last post by tenkuky « Thu Nov 28, 2024 8:59 am
Posted in Personal Finance (Not Investing)

by tenkuky » Thu Nov 28, 2024 8:59 am » in Personal Finance (Not Investing)

0 Replies

100 Views

Last post by tenkuky
Thu Nov 28, 2024 8:59 am
Swiss 1e pension account: US tax treatment

Last post by Scott_in_Zurich « Wed Nov 27, 2024 12:02 pm
Posted in Non-US Investing

by Scott_in_Zurich » Wed Nov 27, 2024 12:02 pm » in Non-US Investing

0 Replies

815 Views

Last post by Scott_in_Zurich
Wed Nov 27, 2024 12:02 pm
NEW Schwab Solo 401k Online Funding Option

Last post by BB81 « Wed Nov 27, 2024 8:30 am
Posted in Personal Investments

by BB81 » Wed Nov 27, 2024 8:30 am » in Personal Investments

0 Replies

157 Views

Last post by BB81
Wed Nov 27, 2024 8:30 am
Capital gains tax holiday ---- worth it to take a tax hit up front?

Last post by primer4081 « Tue Nov 26, 2024 11:58 am
Posted in Non-US Investing

by primer4081 » Tue Nov 26, 2024 11:58 am » in Non-US Investing

0 Replies

988 Views

Last post by primer4081
Tue Nov 26, 2024 11:58 am
best choice for submitting tax form 8621 electronically?

Last post by Chuckles960 « Fri Nov 22, 2024 12:41 pm
Posted in Personal Finance (Not Investing)

by Chuckles960 » Fri Nov 22, 2024 12:41 pm » in Personal Finance (Not Investing)

0 Replies

181 Views

Last post by Chuckles960
Fri Nov 22, 2024 12:41 pm
Recent expansion of allowable services under HSA compatible plans

Last post by Artful Dodger « Wed Nov 20, 2024 11:05 am
Posted in Personal Consumer Issues

by Artful Dodger » Wed Nov 20, 2024 11:05 am » in Personal Consumer Issues

0 Replies

267 Views

Last post by Artful Dodger
Wed Nov 20, 2024 11:05 am
Saw this today: How Not to Invest by Barry Ritholtz - coming March 18th

Last post by Robin1234 « Tue Nov 19, 2024 4:43 pm
Posted in Investing - Theory, News & General

by Robin1234 » Tue Nov 19, 2024 4:43 pm » in Investing - Theory, News & General

0 Replies

576 Views

Last post by Robin1234
Tue Nov 19, 2024 4:43 pm
New Fidelity Debit Card > Issues. Cannot activate mobile wallet

Last post by b4nash « Tue Nov 19, 2024 1:59 pm
Posted in Personal Finance (Not Investing)

by b4nash » Tue Nov 19, 2024 1:59 pm » in Personal Finance (Not Investing)

0 Replies

265 Views

Last post by b4nash
Tue Nov 19, 2024 1:59 pm
Rollover question

Last post by breakfastinbed « Tue Nov 19, 2024 12:21 pm
Posted in Personal Investments

by breakfastinbed » Tue Nov 19, 2024 12:21 pm » in Personal Investments

0 Replies

218 Views

Last post by breakfastinbed
Tue Nov 19, 2024 12:21 pm
Need advice on CH + US social security

Last post by CardinalRed « Sun Nov 17, 2024 11:43 am
Posted in Non-US Investing

by CardinalRed » Sun Nov 17, 2024 11:43 am » in Non-US Investing

0 Replies

859 Views

Last post by CardinalRed
Sun Nov 17, 2024 11:43 am
Suspension of Federal LTC enrollments Extended to 2026

Last post by realcsc « Sun Nov 17, 2024 7:10 am
Posted in Personal Finance (Not Investing)

by realcsc » Sun Nov 17, 2024 7:10 am » in Personal Finance (Not Investing)

0 Replies

267 Views

Last post by realcsc
Sun Nov 17, 2024 7:10 am
Turbocharged tax loss harvesting via Long/short indexing? [bloomberg]

Last post by kxl19 « Sat Nov 16, 2024 8:03 pm
Posted in Investing - Theory, News & General

by kxl19 » Sat Nov 16, 2024 8:03 pm » in Investing - Theory, News & General

0 Replies

306 Views

Last post by kxl19
Sat Nov 16, 2024 8:03 pm
FYI: TRP Retirement Income Fund(s)

Last post by KEotSK66 « Sat Nov 16, 2024 7:08 pm
Posted in Personal Investments

by KEotSK66 » Sat Nov 16, 2024 7:08 pm » in Personal Investments

0 Replies

285 Views

Last post by KEotSK66
Sat Nov 16, 2024 7:08 pm
IBKR vs Charles Schwab?

Last post by southsunnyside28 « Sat Nov 16, 2024 4:29 pm
Posted in Spain

by southsunnyside28 » Sat Nov 16, 2024 4:29 pm » in Spain

0 Replies

715 Views

Last post by southsunnyside28
Sat Nov 16, 2024 4:29 pm
US Citizen investing in Spain - 401k Management

Last post by southsunnyside28 « Sat Nov 16, 2024 4:01 pm
Posted in Spain

by southsunnyside28 » Sat Nov 16, 2024 4:01 pm » in Spain

0 Replies

620 Views

Last post by southsunnyside28
Sat Nov 16, 2024 4:01 pm
Vanguard Small Business Online will be retiring December 2024

Last post by Ret2018 « Thu Nov 14, 2024 1:14 pm
Posted in Investing - Theory, News & General

by Ret2018 » Thu Nov 14, 2024 1:14 pm » in Investing - Theory, News & General

0 Replies

292 Views

Last post by Ret2018
Thu Nov 14, 2024 1:14 pm
Review of plan to consolidate various non-Roth IRA accounts

Last post by yankees60 « Tue Nov 12, 2024 2:03 pm
Posted in Personal Finance (Not Investing)

by yankees60 » Tue Nov 12, 2024 2:03 pm » in Personal Finance (Not Investing)

0 Replies

185 Views

Last post by yankees60
Tue Nov 12, 2024 2:03 pm

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