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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

619312 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

576407 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
Dividends on Company stock in 401K

Last post by LotsaGray « Wed Mar 29, 2023 5:35 pm
Replies: 17
by seanbaby » Sat Mar 25, 2023 5:52 pm

17 Replies

1197 Views

Last post by LotsaGray
Wed Mar 29, 2023 5:35 pm
50/50 VDIGX (Dividend Income), VWELX (Wellington) in IRA?

Last post by invest2bfree « Wed Mar 29, 2023 5:27 pm
Replies: 7
by gregger » Wed Mar 29, 2023 2:08 pm

7 Replies

386 Views

Last post by invest2bfree
Wed Mar 29, 2023 5:27 pm
Convert 401k to IRA

Last post by LotsaGray « Wed Mar 29, 2023 5:21 pm
Replies: 35
by Retirednurse » Sat Mar 25, 2023 4:20 pm

35 Replies

2680 Views

Last post by LotsaGray
Wed Mar 29, 2023 5:21 pm
Vanguard Cash Deposit and FDIC

Last post by David Jay « Wed Mar 29, 2023 5:08 pm
Replies: 1
by winterhascome » Mon Mar 27, 2023 2:36 pm

1 Replies

322 Views

Last post by David Jay
Wed Mar 29, 2023 5:08 pm
Schwab value advantage money market-SNAXX

Last post by sycamore « Wed Mar 29, 2023 5:07 pm
Replies: 1
by Reynainvestor » Wed Mar 29, 2023 10:07 am

1 Replies

180 Views

Last post by sycamore
Wed Mar 29, 2023 5:07 pm
Fidelity Full View Asset Allocation?

Last post by hkcj « Wed Mar 29, 2023 5:05 pm
Replies: 26
by nolaquen » Mon Jun 01, 2020 10:34 am

26 Replies

4229 Views

Last post by hkcj
Wed Mar 29, 2023 5:05 pm
Purchasing MYGAs (multi year guaranteed annuities) - mega thread

Last post by Stinky « Wed Mar 29, 2023 5:00 pm
Replies: 1488
by Stinky » Thu Dec 31, 2020 6:46 am
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1488 Replies

160259 Views

Last post by Stinky
Wed Mar 29, 2023 5:00 pm
Edward Jones Closed Account vs Schwab 3 Fund Account Performance

Last post by Mr.BB « Wed Mar 29, 2023 4:58 pm
Replies: 5
by estrellamts » Wed Mar 29, 2023 3:37 pm

5 Replies

392 Views

Last post by Mr.BB
Wed Mar 29, 2023 4:58 pm
Annuitization Conundrum – are we cheating ourselves?

Last post by bikechuck « Wed Mar 29, 2023 4:57 pm
Replies: 4
by bikechuck » Wed Mar 29, 2023 2:31 pm

4 Replies

437 Views

Last post by bikechuck
Wed Mar 29, 2023 4:57 pm
Portfolio as non-US resident

Last post by pm1110 « Wed Mar 29, 2023 4:51 pm

by pm1110 » Wed Mar 29, 2023 4:51 pm

0 Replies

4 Views

Last post by pm1110
Wed Mar 29, 2023 4:51 pm
Correcting an overfunded ROTH for 2022

Last post by Duckie « Wed Mar 29, 2023 4:39 pm
Replies: 8
by mzvarner » Sun Mar 26, 2023 1:45 pm

8 Replies

607 Views

Last post by Duckie
Wed Mar 29, 2023 4:39 pm
Detailed HOW TO link Vanguard and Fidelity Accounts

Last post by androiddd « Wed Mar 29, 2023 4:25 pm
Replies: 3
by androiddd » Wed Mar 29, 2023 3:25 pm

3 Replies

256 Views

Last post by androiddd
Wed Mar 29, 2023 4:25 pm
Time to switch from Tbills to CD?

Last post by mapleosb « Wed Mar 29, 2023 4:20 pm
Replies: 23
by AQ » Tue Mar 28, 2023 3:31 pm

23 Replies

2466 Views

Last post by mapleosb
Wed Mar 29, 2023 4:20 pm
529 “Dilemma”

Last post by HereToLearn « Wed Mar 29, 2023 4:04 pm
Replies: 54
by AmyandHernia » Sat Feb 26, 2022 12:04 pm
1

2
54 Replies

5467 Views

Last post by HereToLearn
Wed Mar 29, 2023 4:04 pm
Roth Conversion in Retirement

Last post by smitcat « Wed Mar 29, 2023 4:01 pm
Replies: 43
by brak » Fri Oct 22, 2021 9:40 am

43 Replies

6533 Views

Last post by smitcat
Wed Mar 29, 2023 4:01 pm
RMDs for ex-wife in inherited account.

Last post by ruralavalon « Wed Mar 29, 2023 3:49 pm
Replies: 17
by ruralavalon » Tue Mar 28, 2023 1:52 pm

17 Replies

1203 Views

Last post by ruralavalon
Wed Mar 29, 2023 3:49 pm
[Non-governmental 457 contributions protected in case of provider bankruptcy?]

Last post by Rainmaker41 « Wed Mar 29, 2023 3:45 pm
Replies: 4
by spth » Tue Mar 28, 2023 11:18 pm

4 Replies

389 Views

Last post by Rainmaker41
Wed Mar 29, 2023 3:45 pm
Delay in Receiving VXUS Dividends [J.P. Morgan Account, Chase Account]

Last post by Absolutely! « Wed Mar 29, 2023 3:36 pm
Replies: 13
by rv26 » Wed Mar 29, 2023 10:41 am

13 Replies

596 Views

Last post by Absolutely!
Wed Mar 29, 2023 3:36 pm
Sector Weightings differ from the Market

Last post by TOM1964 « Wed Mar 29, 2023 3:24 pm
Replies: 63
by RadAudit » Thu Mar 16, 2023 8:16 am
1

2
63 Replies

3553 Views

Last post by TOM1964
Wed Mar 29, 2023 3:24 pm
Deciding on a "set and forget" Fidelity fund. FNILX vs FXAIX

Last post by RetirementClass2021 « Wed Mar 29, 2023 3:11 pm
Replies: 11
by theclumsymagician » Mon Mar 01, 2021 9:36 am

11 Replies

3946 Views

Last post by RetirementClass2021
Wed Mar 29, 2023 3:11 pm
TIAA fixed period variable annuity as bridge to Social Security

Last post by CloseEnough « Wed Mar 29, 2023 3:08 pm
Replies: 18
by theroad23 » Sun Mar 26, 2023 10:55 am

18 Replies

1623 Views

Last post by CloseEnough
Wed Mar 29, 2023 3:08 pm
Best funds for my 403b

Last post by CyclingDuo « Wed Mar 29, 2023 3:06 pm
Replies: 20
by JRR9000 » Mon Mar 27, 2023 8:44 pm

20 Replies

1428 Views

Last post by CyclingDuo
Wed Mar 29, 2023 3:06 pm
Portfolio Suggestions

Last post by Doctor Rhythm « Wed Mar 29, 2023 3:06 pm
Replies: 9
by LifeIsGood » Tue Mar 28, 2023 5:51 am

9 Replies

900 Views

Last post by Doctor Rhythm
Wed Mar 29, 2023 3:06 pm
TIPS for a near future real-dollar expense

Last post by Doc7 « Wed Mar 29, 2023 2:58 pm
Replies: 10
by Doc7 » Wed Mar 29, 2023 7:45 am

10 Replies

598 Views

Last post by Doc7
Wed Mar 29, 2023 2:58 pm
European ETF funds

Last post by vrr106 « Wed Mar 29, 2023 2:34 pm
Replies: 5
by Nestegg_User » Tue Mar 28, 2023 2:49 pm

5 Replies

476 Views

Last post by vrr106
Wed Mar 29, 2023 2:34 pm
Transfer inherited IRA to Roth IRA and be done with it?

Last post by Navillus1968 « Wed Mar 29, 2023 2:31 pm
Replies: 13
by baconavocado » Tue Mar 28, 2023 10:59 pm

13 Replies

1046 Views

Last post by Navillus1968
Wed Mar 29, 2023 2:31 pm
Zions Bancorporation

Last post by eddot98 « Wed Mar 29, 2023 2:25 pm
Replies: 20
by eddot98 » Tue Mar 28, 2023 2:50 pm

20 Replies

1595 Views

Last post by eddot98
Wed Mar 29, 2023 2:25 pm
Feedback on money market versus stable value

Last post by 1TheGame « Wed Mar 29, 2023 2:02 pm
Replies: 4
by Deblog » Wed Mar 29, 2023 10:09 am

4 Replies

313 Views

Last post by 1TheGame
Wed Mar 29, 2023 2:02 pm
Do I sell the business to PE or not?

Last post by randomguy « Wed Mar 29, 2023 1:37 pm
Replies: 49
by bws600 » Mon Mar 27, 2023 6:04 pm

49 Replies

3861 Views

Last post by randomguy
Wed Mar 29, 2023 1:37 pm
Requirements for Terminating Solo 401k at Fidelity

Last post by HomeStretch « Wed Mar 29, 2023 1:37 pm
Replies: 1
by J295 » Wed Mar 29, 2023 1:33 pm

1 Replies

106 Views

Last post by HomeStretch
Wed Mar 29, 2023 1:37 pm
ACATS from Schwab -- re-use same account?

Last post by Blake7 « Wed Mar 29, 2023 1:30 pm
Replies: 3
by manlymatt83 » Wed Mar 29, 2023 9:56 am

3 Replies

276 Views

Last post by Blake7
Wed Mar 29, 2023 1:30 pm
Fidelity SPAXX vs Ally money market savings

Last post by androiddd « Wed Mar 29, 2023 1:25 pm
Replies: 5
by BBurki » Wed Mar 29, 2023 12:54 pm

5 Replies

418 Views

Last post by androiddd
Wed Mar 29, 2023 1:25 pm
Cds vs "IRA" Cds

Last post by mega317 « Wed Mar 29, 2023 1:14 pm
Replies: 2
by catnamedspot » Wed Mar 29, 2023 1:05 pm

2 Replies

177 Views

Last post by mega317
Wed Mar 29, 2023 1:14 pm
Divestment Strategy for Mom in Long-Term Care Facility

Last post by TN_Boy « Wed Mar 29, 2023 1:13 pm
Replies: 12
by Sandwich » Tue Mar 28, 2023 10:50 pm

12 Replies

1120 Views

Last post by TN_Boy
Wed Mar 29, 2023 1:13 pm
Cost basis question

Last post by cchrissyy « Wed Mar 29, 2023 1:10 pm
Replies: 25
by Basel Hodge » Sun Mar 26, 2023 12:02 pm

25 Replies

1936 Views

Last post by cchrissyy
Wed Mar 29, 2023 1:10 pm
Covered calls to pay for car purchase?

Last post by Minderbinder « Wed Mar 29, 2023 12:35 pm
Replies: 46
by Paradise » Mon Mar 27, 2023 8:18 pm

46 Replies

3003 Views

Last post by Minderbinder
Wed Mar 29, 2023 12:35 pm
[SOLVED] How does my employer figure the 401k match?

Last post by lakpr « Wed Mar 29, 2023 12:17 pm
Replies: 63
by passive101 » Sun Mar 26, 2023 12:09 am
1

2
63 Replies

4619 Views

Last post by lakpr
Wed Mar 29, 2023 12:17 pm
How do BH adjust the retirement expenses estimates over time?

Last post by makeitcount « Wed Mar 29, 2023 12:13 pm
Replies: 14
by TheTimeLord » Wed Mar 29, 2023 8:01 am

14 Replies

857 Views

Last post by makeitcount
Wed Mar 29, 2023 12:13 pm
FERS, OPM Special Supplement and Earnings Limit

Last post by Kal1981 « Wed Mar 29, 2023 11:54 am
Replies: 20
by Sunsphere82 » Thu Jul 14, 2022 1:58 pm

20 Replies

2002 Views

Last post by Kal1981
Wed Mar 29, 2023 11:54 am
Vanguard wrong cost basis reporting

Last post by grok87 « Wed Mar 29, 2023 11:27 am
Replies: 17
by inb4space » Thu Mar 16, 2023 11:17 am

17 Replies

1796 Views

Last post by grok87
Wed Mar 29, 2023 11:27 am
Reducing risk

Last post by jebmke « Wed Mar 29, 2023 10:58 am
Replies: 22
by Opera Lover » Sun Mar 26, 2023 4:00 pm

22 Replies

1535 Views

Last post by jebmke
Wed Mar 29, 2023 10:58 am
How much to allocate towards retirement at 25 years old

Last post by Sandtrap « Wed Mar 29, 2023 10:37 am
Replies: 28
by muitu » Tue Mar 28, 2023 2:40 pm

28 Replies

2071 Views

Last post by Sandtrap
Wed Mar 29, 2023 10:37 am
Rolling over Fidelity 401k to E*Trade IRA

Last post by MrJedi « Wed Mar 29, 2023 10:33 am
Replies: 3
by manlymatt83 » Wed Mar 29, 2023 9:24 am

3 Replies

252 Views

Last post by MrJedi
Wed Mar 29, 2023 10:33 am
Vanguard brokerage - any way to view details of dividends paid today?

Last post by PaunchyPirate « Wed Mar 29, 2023 9:59 am
Replies: 6
by ma21n2 » Wed Mar 29, 2023 9:25 am

6 Replies

376 Views

Last post by PaunchyPirate
Wed Mar 29, 2023 9:59 am
(new) Vanguard Cash Plus Account ? Or just stay with VUSXX ?

Last post by drwoods « Wed Mar 29, 2023 9:58 am
Replies: 18
by mangoheadgolf » Sat Jan 21, 2023 12:43 pm

18 Replies

4790 Views

Last post by drwoods
Wed Mar 29, 2023 9:58 am
401k Rollover Issue

Last post by David Jay « Wed Mar 29, 2023 9:50 am
Replies: 1
by mmmmbrisket » Tue Mar 28, 2023 10:18 pm

1 Replies

231 Views

Last post by David Jay
Wed Mar 29, 2023 9:50 am
Short Term TIPS or CDs

Last post by mega317 « Wed Mar 29, 2023 9:35 am
Replies: 5
by Always passive » Wed Mar 29, 2023 12:34 am

5 Replies

681 Views

Last post by mega317
Wed Mar 29, 2023 9:35 am
leaving an advisory firm - suggestions?

Last post by Sandtrap « Wed Mar 29, 2023 8:59 am
Replies: 5
by Finance101 » Tue Mar 28, 2023 8:21 pm

5 Replies

762 Views

Last post by Sandtrap
Wed Mar 29, 2023 8:59 am

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