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Please read before posting on coronavirus/COVID-19

Last post by Alex Frakt « Fri Apr 24, 2020 2:46 am
Posted in Forum Issues and Administration

by Alex Frakt » Fri Apr 24, 2020 2:46 am » in Forum Issues and Administration

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Last post by Alex Frakt
Fri Apr 24, 2020 2:46 am
Policies and Etiquette

Last post by Alex Frakt « Tue Jul 24, 2012 2:14 am

by Alex Frakt » Tue Jul 24, 2012 2:14 am

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Last post by Alex Frakt
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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

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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

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507279 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
Investing strategy with known future expense

Last post by KlangFool « Mon Apr 12, 2021 9:12 pm
Replies: 17
by okwriter » Mon Apr 12, 2021 2:09 pm

17 Replies

755 Views

Last post by KlangFool
Mon Apr 12, 2021 9:12 pm
Emergency (oh my God fund)

Last post by lazynovice « Mon Apr 12, 2021 9:12 pm
Replies: 10
by NabSh » Mon Apr 12, 2021 7:18 pm

10 Replies

859 Views

Last post by lazynovice
Mon Apr 12, 2021 9:12 pm
Fidelity pushing deferred annuity

Last post by Stinky « Mon Apr 12, 2021 8:59 pm
Replies: 11
by SkylerBIS » Mon Apr 12, 2021 6:30 pm

11 Replies

687 Views

Last post by Stinky
Mon Apr 12, 2021 8:59 pm
Which would you do with a small windfall? Pay remaining mortgage or 3-fund it?

Last post by Watty « Mon Apr 12, 2021 8:58 pm
Replies: 18
by Orange_Philosophy » Mon Apr 12, 2021 1:43 pm

18 Replies

1151 Views

Last post by Watty
Mon Apr 12, 2021 8:58 pm
Required minimum distributions: All to QCDs vs. ROTH conversions

Last post by David Jay « Mon Apr 12, 2021 8:43 pm
Replies: 6
by conundrum » Sun Apr 11, 2021 7:50 pm

6 Replies

486 Views

Last post by David Jay
Mon Apr 12, 2021 8:43 pm
Alternative to Total Bond?

Last post by watchnerd « Mon Apr 12, 2021 8:36 pm
Replies: 10
by calliecake47 » Mon Apr 12, 2021 7:19 pm

10 Replies

750 Views

Last post by watchnerd
Mon Apr 12, 2021 8:36 pm
Question on simultaneous 72t & Roth ladder

Last post by yog « Mon Apr 12, 2021 8:36 pm
Replies: 20
by yog » Sun Apr 11, 2021 10:25 am

20 Replies

1186 Views

Last post by yog
Mon Apr 12, 2021 8:36 pm
Mortgage Payoff vs Taxable Account - What else should I consider?

Last post by Scooter K « Mon Apr 12, 2021 8:25 pm
Replies: 38
by Scooter K » Sun Apr 11, 2021 5:19 pm

38 Replies

2472 Views

Last post by Scooter K
Mon Apr 12, 2021 8:25 pm
Asset Allocation for 28 year old medical resident

Last post by OKsooners28 « Mon Apr 12, 2021 8:21 pm

by OKsooners28 » Mon Apr 12, 2021 8:21 pm

0 Replies

49 Views

Last post by OKsooners28
Mon Apr 12, 2021 8:21 pm
Buying a 1.5M house in Austin. Should I pull it?

Last post by UpperNwGuy « Mon Apr 12, 2021 8:14 pm
Replies: 51
by newyorker » Sun Apr 11, 2021 9:11 pm
1

2
51 Replies

4841 Views

Last post by UpperNwGuy
Mon Apr 12, 2021 8:14 pm
43 with $210K: will early retirement plan work?

Last post by rockstar « Mon Apr 12, 2021 8:10 pm
Replies: 2
by jrdn77 » Mon Apr 12, 2021 4:24 pm

2 Replies

524 Views

Last post by rockstar
Mon Apr 12, 2021 8:10 pm
ETF For Cybercurrency If Asset Class

Last post by snailderby « Mon Apr 12, 2021 8:08 pm
Replies: 18
by Leesbro63 » Mon Apr 12, 2021 8:54 am

18 Replies

943 Views

Last post by snailderby
Mon Apr 12, 2021 8:08 pm
I cant find anything better than S&P

Last post by Taylor Larimore « Mon Apr 12, 2021 7:42 pm
Replies: 71
by newyorker » Thu Apr 08, 2021 10:49 pm
1

2
71 Replies

7072 Views

Last post by Taylor Larimore
Mon Apr 12, 2021 7:42 pm
question about opening a TIAA Brokerage account?

Last post by ProfessorX « Mon Apr 12, 2021 7:38 pm
Replies: 17
by ProfessorX » Sun Apr 11, 2021 10:56 am

17 Replies

903 Views

Last post by ProfessorX
Mon Apr 12, 2021 7:38 pm
$1m to Invest - Self-managed NEWB

Last post by skivestor « Mon Apr 12, 2021 7:30 pm

by skivestor » Mon Apr 12, 2021 7:30 pm

0 Replies

28 Views

Last post by skivestor
Mon Apr 12, 2021 7:30 pm
How to Determine Max Amount to Contribute to my Solo 401(k).

Last post by MP123 « Mon Apr 12, 2021 7:11 pm
Replies: 1
by webenterpreneur » Mon Apr 12, 2021 1:21 pm

1 Replies

161 Views

Last post by MP123
Mon Apr 12, 2021 7:11 pm
Should I consolidate my accounts?

Last post by HomeStretch « Mon Apr 12, 2021 7:08 pm
Replies: 12
by themindbogles » Sun Aug 04, 2019 12:37 pm

12 Replies

1477 Views

Last post by HomeStretch
Mon Apr 12, 2021 7:08 pm
Assistance Needed For Cleaning Up Taxable Account & Moving to Simpler Asset Allocation

Last post by CaptainMarvel « Mon Apr 12, 2021 7:06 pm
Replies: 4
by CaptainMarvel » Mon Apr 12, 2021 1:17 pm

4 Replies

378 Views

Last post by CaptainMarvel
Mon Apr 12, 2021 7:06 pm
H1B visa holder with Green card is in process. How should I plan for my retirement

Last post by Samosa22 « Mon Apr 12, 2021 7:03 pm
Replies: 17
by nikitash » Sun Apr 11, 2021 8:11 pm

17 Replies

1272 Views

Last post by Samosa22
Mon Apr 12, 2021 7:03 pm
Starting Roth IRA & taxable brokerage - tax concerns

Last post by evermore « Mon Apr 12, 2021 6:59 pm

by evermore » Mon Apr 12, 2021 6:59 pm

0 Replies

25 Views

Last post by evermore
Mon Apr 12, 2021 6:59 pm
Can you Invest to much?

Last post by bg5 « Mon Apr 12, 2021 6:57 pm
Replies: 12
by bg5 » Mon Apr 12, 2021 11:26 am

12 Replies

1210 Views

Last post by bg5
Mon Apr 12, 2021 6:57 pm
Bonds

Last post by Doctor Rhythm « Mon Apr 12, 2021 6:51 pm
Replies: 3
by Denan505 » Mon Apr 12, 2021 3:27 pm

3 Replies

355 Views

Last post by Doctor Rhythm
Mon Apr 12, 2021 6:51 pm
Taking over in-law's retirement accounts, advice on strategy

Last post by illumination « Mon Apr 12, 2021 6:50 pm
Replies: 10
by Rd123123 » Sun Apr 11, 2021 1:19 pm

10 Replies

1256 Views

Last post by illumination
Mon Apr 12, 2021 6:50 pm
I Bonds

Last post by dstac « Mon Apr 12, 2021 6:41 pm
Replies: 68
by Rjs » Sun Apr 11, 2021 2:47 am
1

2
68 Replies

4498 Views

Last post by dstac
Mon Apr 12, 2021 6:41 pm
400k to invest.

Last post by beacher500 « Mon Apr 12, 2021 6:38 pm
Replies: 4
by beacher500 » Mon Apr 12, 2021 5:11 pm

4 Replies

519 Views

Last post by beacher500
Mon Apr 12, 2021 6:38 pm
EEM vs SPEM

Last post by jhfenton « Mon Apr 12, 2021 6:25 pm
Replies: 4
by orenishi » Mon Apr 12, 2021 7:52 am

4 Replies

301 Views

Last post by jhfenton
Mon Apr 12, 2021 6:25 pm
AVUS vs VTI in taxable?

Last post by brademac « Mon Apr 12, 2021 6:23 pm
Replies: 3
by brademac » Sun Apr 11, 2021 8:12 pm

3 Replies

459 Views

Last post by brademac
Mon Apr 12, 2021 6:23 pm
What equities fund should I add to my Target Date Fund?

Last post by ruralavalon « Mon Apr 12, 2021 6:07 pm
Replies: 15
by necroman » Sun Apr 11, 2021 10:06 pm

15 Replies

1013 Views

Last post by ruralavalon
Mon Apr 12, 2021 6:07 pm
Tax efficient placement help - need a second set eyes

Last post by miket29 « Mon Apr 12, 2021 5:16 pm
Replies: 4
by yeahno » Mon Apr 12, 2021 2:37 pm

4 Replies

344 Views

Last post by miket29
Mon Apr 12, 2021 5:16 pm
Looking for tool to manage multiple accounts, rebalance, help with taxes and planning

Last post by CyclingDuo « Mon Apr 12, 2021 5:10 pm
Replies: 5
by kingcrimson » Sun Apr 11, 2021 10:40 am

5 Replies

537 Views

Last post by CyclingDuo
Mon Apr 12, 2021 5:10 pm
Part-Time FIRE number and Financial Plan/Portfolio Review Question.

Last post by Freedom55 « Mon Apr 12, 2021 5:04 pm
Replies: 5
by Freedom55 » Mon Apr 12, 2021 8:49 am

5 Replies

616 Views

Last post by Freedom55
Mon Apr 12, 2021 5:04 pm
Superfund 529 with <$70k year 1, contribute the difference years 2-5?

Last post by need403bhelp « Mon Apr 12, 2021 4:52 pm
Replies: 13
by need403bhelp » Wed Oct 25, 2017 7:45 pm

13 Replies

1506 Views

Last post by need403bhelp
Mon Apr 12, 2021 4:52 pm
Withdrawing from 401k/Roth 401k

Last post by Alan S. « Mon Apr 12, 2021 4:51 pm
Replies: 2
by Sunshine98 » Mon Apr 12, 2021 4:13 pm

2 Replies

207 Views

Last post by Alan S.
Mon Apr 12, 2021 4:51 pm
Univ California, MBR, limits, and the 403(b) vs DCP counter

Last post by john1984 « Mon Apr 12, 2021 4:39 pm
Replies: 15
by Clever_Username » Thu Jul 23, 2020 3:17 pm

15 Replies

1111 Views

Last post by john1984
Mon Apr 12, 2021 4:39 pm
Personal Finance Check Up

Last post by hyperon « Mon Apr 12, 2021 4:18 pm
Replies: 5
by SalmonRaptor » Mon Apr 12, 2021 2:55 pm

5 Replies

491 Views

Last post by hyperon
Mon Apr 12, 2021 4:18 pm
american funds cost basis accounting

Last post by prd1982 « Mon Apr 12, 2021 4:15 pm
Replies: 9
by rotLobster » Sun Apr 11, 2021 8:29 pm

9 Replies

584 Views

Last post by prd1982
Mon Apr 12, 2021 4:15 pm
Help deciphering a friend's quarterly statement?

Last post by talzara « Mon Apr 12, 2021 3:55 pm
Replies: 10
by Awkward-Limit8852 » Fri Apr 09, 2021 9:47 pm

10 Replies

979 Views

Last post by talzara
Mon Apr 12, 2021 3:55 pm
Effective tax rate 40%+ Sanity check on strategy for tax efficient investing

Last post by Thesaints « Mon Apr 12, 2021 3:54 pm
Replies: 55
by ltv » Sat Apr 10, 2021 2:40 pm
1

2
55 Replies

4086 Views

Last post by Thesaints
Mon Apr 12, 2021 3:54 pm
What are the best current cash bonus incentives for moving over $1M+ to a new firm?

Last post by sc9182 « Mon Apr 12, 2021 3:47 pm
Replies: 1
by LFKB » Mon Apr 12, 2021 2:15 pm

1 Replies

367 Views

Last post by sc9182
Mon Apr 12, 2021 3:47 pm
Mixing Bogle and Ramsey to build my portfolio

Last post by Jack FFR1846 « Mon Apr 12, 2021 3:47 pm
Replies: 90
by flaman » Fri Apr 09, 2021 12:26 pm
1

2
90 Replies

7627 Views

Last post by Jack FFR1846
Mon Apr 12, 2021 3:47 pm
new member, new portfolio (foreigner living in US)

Last post by Astones « Mon Apr 12, 2021 3:46 pm

by Astones » Mon Apr 12, 2021 3:46 pm

0 Replies

62 Views

Last post by Astones
Mon Apr 12, 2021 3:46 pm
Wells Fargo giving bad IRA contribution/tax advice?

Last post by retiredjg « Mon Apr 12, 2021 3:43 pm
Replies: 4
by derek51 » Mon Apr 12, 2021 2:40 pm

4 Replies

370 Views

Last post by retiredjg
Mon Apr 12, 2021 3:43 pm
Roth Conversion Strategies

Last post by FiveK « Mon Apr 12, 2021 3:42 pm
Replies: 14
by glamourzolt » Sun Mar 28, 2021 7:45 am

14 Replies

2054 Views

Last post by FiveK
Mon Apr 12, 2021 3:42 pm
Taxes and rolling over pension lump sum

Last post by Planner01 « Mon Apr 12, 2021 3:35 pm
Replies: 18
by Planner01 » Sat Apr 10, 2021 5:01 pm

18 Replies

1132 Views

Last post by Planner01
Mon Apr 12, 2021 3:35 pm
Annuity statement. Not sure how this works?

Last post by Jack FFR1846 « Mon Apr 12, 2021 3:30 pm
Replies: 27
by manlymatt83 » Sat Apr 10, 2021 7:49 pm

27 Replies

1540 Views

Last post by Jack FFR1846
Mon Apr 12, 2021 3:30 pm
Why the general advice to have treasuries in CA HSA?

Last post by eye.surgeon « Mon Apr 12, 2021 3:14 pm
Replies: 13
by moneyzone » Sat Apr 10, 2021 9:45 pm

13 Replies

913 Views

Last post by eye.surgeon
Mon Apr 12, 2021 3:14 pm
IRA, Roth Taxable

Last post by Purple123$ « Mon Apr 12, 2021 2:54 pm
Replies: 7
by Purple123$ » Thu Apr 08, 2021 7:29 pm

7 Replies

520 Views

Last post by Purple123$
Mon Apr 12, 2021 2:54 pm
Should I roll old 401k or not

Last post by ruralavalon « Mon Apr 12, 2021 2:37 pm
Replies: 6
by stocknoob4111 » Mon Apr 12, 2021 11:06 am

6 Replies

460 Views

Last post by ruralavalon
Mon Apr 12, 2021 2:37 pm

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