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Investment Planning

Last post by Alex Frakt « Wed Oct 03, 2007 4:50 pm
Replies: 1
by Laura » Sat Sep 22, 2007 7:51 pm

1 Replies

619431 Views

Last post by Alex Frakt
Wed Oct 03, 2007 4:50 pm
Asking Portfolio Questions

Last post by Laura « Sat Sep 22, 2007 7:53 pm

by Laura » Sat Sep 22, 2007 7:53 pm

0 Replies

576490 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
How much to allocate towards retirement at 25 years old

Last post by invest4 « Thu Mar 30, 2023 11:12 pm
Replies: 42
by muitu » Tue Mar 28, 2023 2:40 pm

42 Replies

3203 Views

Last post by invest4
Thu Mar 30, 2023 11:12 pm
Why not always take debt if it’s sub 4% / SWR discussion

Last post by TheTimeLord « Thu Mar 30, 2023 10:49 pm
Replies: 49
by LFKB » Wed Mar 29, 2023 7:50 pm

49 Replies

3449 Views

Last post by TheTimeLord
Thu Mar 30, 2023 10:49 pm
Best state to open an ABLE account in?

Last post by IthacaisGorges « Thu Mar 30, 2023 10:44 pm
Replies: 3
by bigh2023 » Thu Mar 30, 2023 7:02 pm

3 Replies

213 Views

Last post by IthacaisGorges
Thu Mar 30, 2023 10:44 pm
I could use some help determining if I should start Roth conversions

Last post by tibbitts « Thu Mar 30, 2023 10:28 pm
Replies: 29
by daacrusher2001 » Mon Mar 20, 2023 7:54 pm

29 Replies

2981 Views

Last post by tibbitts
Thu Mar 30, 2023 10:28 pm
In lieu of Roth conversions...what about spending some of my IRA?

Last post by tibbitts « Thu Mar 30, 2023 10:20 pm
Replies: 2
by daacrusher2001 » Thu Mar 30, 2023 9:24 pm

2 Replies

306 Views

Last post by tibbitts
Thu Mar 30, 2023 10:20 pm
Backdoor Roth dynamics: after tax dollars, the pro-rata rule, and employer plan

Last post by placeholder « Thu Mar 30, 2023 10:07 pm
Replies: 5
by godatadog » Wed Mar 29, 2023 4:52 pm

5 Replies

476 Views

Last post by placeholder
Thu Mar 30, 2023 10:07 pm
Cannot Rollover just Roth 401(k) to Roth IRA?

Last post by placeholder « Thu Mar 30, 2023 10:02 pm
Replies: 6
by mrken » Thu Mar 30, 2023 2:22 am

6 Replies

690 Views

Last post by placeholder
Thu Mar 30, 2023 10:02 pm
Rebalancing to less risk question

Last post by placeholder « Thu Mar 30, 2023 9:58 pm
Replies: 3
by Stillwater1971 » Thu Mar 30, 2023 1:53 pm

3 Replies

295 Views

Last post by placeholder
Thu Mar 30, 2023 9:58 pm
UGMA accounts

Last post by Lee_WSP « Thu Mar 30, 2023 9:49 pm
Replies: 5
by DCA2021 » Thu Mar 30, 2023 2:30 pm

5 Replies

402 Views

Last post by Lee_WSP
Thu Mar 30, 2023 9:49 pm
Merrill Edge Cost Basis Method

Last post by placeholder « Thu Mar 30, 2023 9:15 pm
Replies: 4
by stilllurking » Thu Mar 30, 2023 5:20 pm

4 Replies

335 Views

Last post by placeholder
Thu Mar 30, 2023 9:15 pm
At what loan percentage should I pay off real estate?

Last post by RedDog « Thu Mar 30, 2023 8:57 pm
Replies: 13
by grandnexus » Wed Mar 29, 2023 11:13 pm

13 Replies

1309 Views

Last post by RedDog
Thu Mar 30, 2023 8:57 pm
Understanding Yield on Bond ETFs

Last post by Beensabu « Thu Mar 30, 2023 8:42 pm
Replies: 4
by oakbluffs » Thu Mar 30, 2023 4:48 pm

4 Replies

365 Views

Last post by Beensabu
Thu Mar 30, 2023 8:42 pm
401k advice for 28 yr old

Last post by gotoparks « Thu Mar 30, 2023 8:29 pm
Replies: 5
by maggi26 » Thu Mar 30, 2023 4:07 pm

5 Replies

470 Views

Last post by gotoparks
Thu Mar 30, 2023 8:29 pm
Gifting Brokerage Account

Last post by 6d1v7x3 « Thu Mar 30, 2023 8:03 pm
Replies: 29
by 6d1v7x3 » Thu Mar 16, 2023 8:14 pm

29 Replies

2059 Views

Last post by 6d1v7x3
Thu Mar 30, 2023 8:03 pm
experience with JP Morgan Self-Directed Investing?

Last post by techbud « Thu Mar 30, 2023 8:01 pm
Replies: 70
by Nyc10036 » Wed Jul 20, 2022 8:47 am
1

2
70 Replies

7806 Views

Last post by techbud
Thu Mar 30, 2023 8:01 pm
Vanguard Cash Deposit and FDIC

Last post by barelybarefoot « Thu Mar 30, 2023 7:51 pm
Replies: 4
by winterhascome » Mon Mar 27, 2023 2:36 pm

4 Replies

1053 Views

Last post by barelybarefoot
Thu Mar 30, 2023 7:51 pm
26 week tbills or 52 week?

Last post by Doc7 « Thu Mar 30, 2023 7:42 pm
Replies: 10
by Klute » Thu Mar 30, 2023 12:26 pm

10 Replies

1369 Views

Last post by Doc7
Thu Mar 30, 2023 7:42 pm
Help me determine how to deploy intermediate-term assets

Last post by 41fan « Thu Mar 30, 2023 7:22 pm
Replies: 2
by 41fan » Thu Mar 30, 2023 3:04 pm

2 Replies

272 Views

Last post by 41fan
Thu Mar 30, 2023 7:22 pm
Convert 401k to IRA

Last post by finagle « Thu Mar 30, 2023 7:07 pm
Replies: 36
by Retirednurse » Sat Mar 25, 2023 4:20 pm

36 Replies

2973 Views

Last post by finagle
Thu Mar 30, 2023 7:07 pm
Vanguard doesn’t let you buy fractional shares of ETFs?

Last post by placeholder « Thu Mar 30, 2023 6:31 pm
Replies: 31
by passive101 » Fri Jan 27, 2023 10:42 am

31 Replies

2185 Views

Last post by placeholder
Thu Mar 30, 2023 6:31 pm
Cost basis question

Last post by placeholder « Thu Mar 30, 2023 6:26 pm
Replies: 34
by Basel Hodge » Sun Mar 26, 2023 12:02 pm

34 Replies

2536 Views

Last post by placeholder
Thu Mar 30, 2023 6:26 pm
401k Rollover Issue

Last post by mmmmbrisket « Thu Mar 30, 2023 6:24 pm
Replies: 2
by mmmmbrisket » Tue Mar 28, 2023 10:18 pm

2 Replies

358 Views

Last post by mmmmbrisket
Thu Mar 30, 2023 6:24 pm
Equivalent Ticker Symbol I can Buy that on TDameritrade to VUSXX?

Last post by LotsaGray « Thu Mar 30, 2023 5:48 pm
Replies: 8
by sjl333 » Mon Mar 06, 2023 10:06 am

8 Replies

771 Views

Last post by LotsaGray
Thu Mar 30, 2023 5:48 pm
Missed 2022 RMD

Last post by Alan S. « Thu Mar 30, 2023 5:36 pm
Replies: 4
by fmhealth » Mon Mar 27, 2023 8:54 pm

4 Replies

864 Views

Last post by Alan S.
Thu Mar 30, 2023 5:36 pm
50/50 VDIGX (Dividend Income), VWELX (Wellington) in IRA?

Last post by tibbitts « Thu Mar 30, 2023 5:32 pm
Replies: 18
by gregger » Wed Mar 29, 2023 2:08 pm

18 Replies

1406 Views

Last post by tibbitts
Thu Mar 30, 2023 5:32 pm
Question about my international fund options

Last post by spencer99 « Thu Mar 30, 2023 5:20 pm
Replies: 2
by spencer99 » Thu Mar 30, 2023 5:12 pm

2 Replies

152 Views

Last post by spencer99
Thu Mar 30, 2023 5:20 pm
Portfolio after reading here.

Last post by KellyInBaconville « Thu Mar 30, 2023 5:16 pm
Replies: 34
by KellyInBaconville » Tue Mar 21, 2023 5:40 am

34 Replies

2407 Views

Last post by KellyInBaconville
Thu Mar 30, 2023 5:16 pm
How to handle taxes on Taxable Investment Account

Last post by jebmke « Thu Mar 30, 2023 4:40 pm
Replies: 4
by sprocketnose » Thu Mar 30, 2023 11:14 am

4 Replies

501 Views

Last post by jebmke
Thu Mar 30, 2023 4:40 pm
Close direct indexing SMA now or wait

Last post by stockartie « Thu Mar 30, 2023 3:52 pm
Replies: 5
by stockartie » Thu Mar 30, 2023 4:23 am

5 Replies

342 Views

Last post by stockartie
Thu Mar 30, 2023 3:52 pm
Roth 457b vs brokerage

Last post by empiricist « Thu Mar 30, 2023 3:21 pm
Replies: 4
by Enginerd90 » Thu Mar 30, 2023 11:09 am

4 Replies

354 Views

Last post by empiricist
Thu Mar 30, 2023 3:21 pm
Moving On From UBS; Advice Needed On Retirement Accounts

Last post by Stinky « Thu Mar 30, 2023 3:03 pm
Replies: 16
by Rosie59 » Sat Mar 25, 2023 4:09 pm

16 Replies

1283 Views

Last post by Stinky
Thu Mar 30, 2023 3:03 pm
Roth Conversion in Retirement

Last post by tibbitts « Thu Mar 30, 2023 2:56 pm
Replies: 77
by brak » Fri Oct 22, 2021 9:40 am
1

2
77 Replies

8735 Views

Last post by tibbitts
Thu Mar 30, 2023 2:56 pm
RMDs for ex-wife in inherited account.

Last post by Matahari « Thu Mar 30, 2023 2:22 pm
Replies: 21
by ruralavalon » Tue Mar 28, 2023 1:52 pm

21 Replies

1928 Views

Last post by Matahari
Thu Mar 30, 2023 2:22 pm
Multiple Rollover IRA accounts

Last post by Alan S. « Thu Mar 30, 2023 2:15 pm
Replies: 1
by JoeBlow1957 » Wed Mar 29, 2023 7:33 pm

1 Replies

230 Views

Last post by Alan S.
Thu Mar 30, 2023 2:15 pm
Advice on major rearrangement of portfolio

Last post by gregk « Thu Mar 30, 2023 2:07 pm
Replies: 2
by gregk » Fri Mar 24, 2023 1:08 pm

2 Replies

572 Views

Last post by gregk
Thu Mar 30, 2023 2:07 pm
All Weather Portfolio

Last post by HanSolo « Thu Mar 30, 2023 1:34 pm
Replies: 3
by captmorgan50 » Wed Mar 29, 2023 8:59 pm

3 Replies

964 Views

Last post by HanSolo
Thu Mar 30, 2023 1:34 pm
Edward Jones Closed Account vs Schwab 3 Fund Account Performance

Last post by estrellamts « Thu Mar 30, 2023 1:29 pm
Replies: 14
by estrellamts » Wed Mar 29, 2023 3:37 pm

14 Replies

1906 Views

Last post by estrellamts
Thu Mar 30, 2023 1:29 pm
Annuitization Conundrum – are we cheating ourselves?

Last post by capjak « Thu Mar 30, 2023 12:52 pm
Replies: 11
by bikechuck » Wed Mar 29, 2023 2:31 pm

11 Replies

1694 Views

Last post by capjak
Thu Mar 30, 2023 12:52 pm
Vanguard 7-day hold T-Bill Interest?

Last post by Midpack « Thu Mar 30, 2023 12:37 pm
Replies: 7
by Midpack » Sat Mar 25, 2023 9:18 am

7 Replies

1095 Views

Last post by Midpack
Thu Mar 30, 2023 12:37 pm
Bond

Last post by mudd « Thu Mar 30, 2023 12:16 pm
Replies: 15
by mudd » Wed Mar 29, 2023 8:34 pm

15 Replies

1232 Views

Last post by mudd
Thu Mar 30, 2023 12:16 pm
How do you send money from a Business account to a Solo 401K account ( EFT is not allowed directly )?

Last post by njay73 « Thu Mar 30, 2023 12:15 pm
Replies: 8
by njay73 » Thu Mar 30, 2023 6:16 am

8 Replies

489 Views

Last post by njay73
Thu Mar 30, 2023 12:15 pm
How much do you keep in true cash vs cash equivalents?

Last post by the_wiki « Thu Mar 30, 2023 12:11 pm
Replies: 57
by aboose » Wed Mar 29, 2023 6:14 pm
1

2
57 Replies

3852 Views

Last post by the_wiki
Thu Mar 30, 2023 12:11 pm
a CD Noob with a few questions

Last post by Chip Munk « Thu Mar 30, 2023 11:08 am
Replies: 5
by b1rd » Tue Mar 21, 2023 4:02 pm

5 Replies

813 Views

Last post by Chip Munk
Thu Mar 30, 2023 11:08 am
Delay in Receiving VXUS Dividends [J.P. Morgan Account, Chase Account]

Last post by rv26 « Thu Mar 30, 2023 10:44 am
Replies: 15
by rv26 » Wed Mar 29, 2023 10:41 am

15 Replies

930 Views

Last post by rv26
Thu Mar 30, 2023 10:44 am
How do BH adjust the retirement expenses estimates over time?

Last post by TheTimeLord « Thu Mar 30, 2023 10:05 am
Replies: 15
by TheTimeLord » Wed Mar 29, 2023 8:01 am

15 Replies

1174 Views

Last post by TheTimeLord
Thu Mar 30, 2023 10:05 am
Transfer inherited IRA to Roth IRA and be done with it?

Last post by retired@50 « Thu Mar 30, 2023 9:45 am
Replies: 18
by baconavocado » Tue Mar 28, 2023 10:59 pm

18 Replies

1735 Views

Last post by retired@50
Thu Mar 30, 2023 9:45 am
Divestment Strategy for Mom in Long-Term Care Facility

Last post by HipCoyote « Thu Mar 30, 2023 9:38 am
Replies: 16
by Sandwich » Tue Mar 28, 2023 10:50 pm

16 Replies

1796 Views

Last post by HipCoyote
Thu Mar 30, 2023 9:38 am
[SOLVED] How does my employer figure the 401k match?

Last post by Pops1860 « Thu Mar 30, 2023 8:45 am
Replies: 64
by passive101 » Sun Mar 26, 2023 12:09 am
1

2
64 Replies

5072 Views

Last post by Pops1860
Thu Mar 30, 2023 8:45 am

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