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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

618834 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

575977 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
Bad Work Situation Pushing me into retirement.

Last post by polldav « Sat Mar 25, 2023 1:59 am
Replies: 174
by kchico » Tue Mar 21, 2023 7:10 pm
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174 Replies

16308 Views

Last post by polldav
Sat Mar 25, 2023 1:59 am
yet another Social Security timing Q

Last post by SpideyIndexer « Sat Mar 25, 2023 1:39 am
Replies: 25
by SpideyIndexer » Thu Mar 23, 2023 1:58 am

25 Replies

1778 Views

Last post by SpideyIndexer
Sat Mar 25, 2023 1:39 am
Employer t401k was auto switched to a different fund? Please help?

Last post by Vanguard User « Sat Mar 25, 2023 1:11 am
Replies: 56
by Vanguard User » Thu Mar 23, 2023 8:57 pm
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2
56 Replies

2589 Views

Last post by Vanguard User
Sat Mar 25, 2023 1:11 am
Wash sale rules, an investor, and his IDGT.

Last post by jackal « Sat Mar 25, 2023 12:39 am
Replies: 4
by jackal » Fri Mar 24, 2023 8:13 am

4 Replies

380 Views

Last post by jackal
Sat Mar 25, 2023 12:39 am
I'm Lost Regarding Tax Consequences

Last post by hotajax « Sat Mar 25, 2023 12:31 am
Replies: 27
by hotajax » Wed Mar 22, 2023 12:09 pm

27 Replies

2737 Views

Last post by hotajax
Sat Mar 25, 2023 12:31 am
Retirement Calculator Suggestion

Last post by peteyboy « Sat Mar 25, 2023 12:30 am
Replies: 6
by Call_Me_Op » Fri Mar 24, 2023 3:19 pm

6 Replies

534 Views

Last post by peteyboy
Sat Mar 25, 2023 12:30 am
Is it ok to park some Emergency Fund in Vanguard VMFXX?

Last post by Northern Flicker « Sat Mar 25, 2023 12:13 am
Replies: 48
by lepa71 » Tue Mar 21, 2023 9:18 am

48 Replies

4721 Views

Last post by Northern Flicker
Sat Mar 25, 2023 12:13 am
Various Roth conversions and MAGI

Last post by placeholder « Sat Mar 25, 2023 12:09 am
Replies: 1
by tl24 » Fri Mar 24, 2023 11:52 pm

1 Replies

130 Views

Last post by placeholder
Sat Mar 25, 2023 12:09 am
TIAA-CREF Variable Annuity income as part of retirement income strategy

Last post by Sampan « Sat Mar 25, 2023 12:08 am
Replies: 5
by Sampan » Fri Mar 24, 2023 12:40 pm

5 Replies

434 Views

Last post by Sampan
Sat Mar 25, 2023 12:08 am
Help With What More Can / Should I do???

Last post by VVenti7401 « Sat Mar 25, 2023 12:06 am

by VVenti7401 » Sat Mar 25, 2023 12:06 am

0 Replies

117 Views

Last post by VVenti7401
Sat Mar 25, 2023 12:06 am
Asset allocation in pre-retirement years to mitigate sequence of returns.

Last post by ralph124cf « Sat Mar 25, 2023 12:04 am
Replies: 21
by James.534 » Fri Mar 24, 2023 11:44 am

21 Replies

1183 Views

Last post by ralph124cf
Sat Mar 25, 2023 12:04 am
Brokerage CD's Trying to understand

Last post by lgb « Fri Mar 24, 2023 11:49 pm
Replies: 14
by grumpy30000 » Thu Mar 23, 2023 12:06 pm

14 Replies

814 Views

Last post by lgb
Fri Mar 24, 2023 11:49 pm
Diversify away from U.S. Government?

Last post by grabiner « Fri Mar 24, 2023 10:33 pm
Replies: 10
by oncorhynchus » Fri Mar 24, 2023 2:39 am

10 Replies

1442 Views

Last post by grabiner
Fri Mar 24, 2023 10:33 pm
529: pay for private high school in Califorina, tax rate?

Last post by toddthebod « Fri Mar 24, 2023 10:31 pm
Replies: 3
by sam_urai » Fri Mar 24, 2023 9:01 pm

3 Replies

260 Views

Last post by toddthebod
Fri Mar 24, 2023 10:31 pm
Portfolio Review

Last post by GamerDad « Fri Mar 24, 2023 10:28 pm
Replies: 19
by GamerDad » Tue Mar 21, 2023 11:07 pm

19 Replies

2002 Views

Last post by GamerDad
Fri Mar 24, 2023 10:28 pm
Looking for ways to lock in high interest rates

Last post by grabiner « Fri Mar 24, 2023 10:26 pm
Replies: 45
by CletusCaddy » Thu Mar 23, 2023 12:50 am

45 Replies

4856 Views

Last post by grabiner
Fri Mar 24, 2023 10:26 pm
Asking for Clarification [Wellington vs. Wellesley]

Last post by grabiner « Fri Mar 24, 2023 10:19 pm
Replies: 7
by LaramieWind » Fri Mar 24, 2023 4:15 pm

7 Replies

581 Views

Last post by grabiner
Fri Mar 24, 2023 10:19 pm
taxable and tax deferred accounts

Last post by grabiner « Fri Mar 24, 2023 10:14 pm
Replies: 12
by curo » Fri Mar 24, 2023 9:08 am

12 Replies

773 Views

Last post by grabiner
Fri Mar 24, 2023 10:14 pm
Simplification suggestions

Last post by Sandwich « Fri Mar 24, 2023 10:10 pm
Replies: 7
by cutedesi » Fri Mar 24, 2023 3:54 pm

7 Replies

450 Views

Last post by Sandwich
Fri Mar 24, 2023 10:10 pm
Small business 401k

Last post by JSDNJ « Fri Mar 24, 2023 9:54 pm
Replies: 41
by JSDNJ » Thu Feb 16, 2023 7:30 pm

41 Replies

3015 Views

Last post by JSDNJ
Fri Mar 24, 2023 9:54 pm
How do I select, which/how CD should I choose in Fidelity CD?

Last post by dips « Fri Mar 24, 2023 9:43 pm
Replies: 9
by dips » Fri Mar 24, 2023 7:27 pm

9 Replies

728 Views

Last post by dips
Fri Mar 24, 2023 9:43 pm
S&P 500 concentration risk: Should we be worried?

Last post by DeliberateDonkey « Fri Mar 24, 2023 9:41 pm
Replies: 41
by fingoals » Thu Mar 23, 2023 4:34 pm

41 Replies

3693 Views

Last post by DeliberateDonkey
Fri Mar 24, 2023 9:41 pm
If/when to sell an index fund at a loss.

Last post by arcticpineapplecorp. « Fri Mar 24, 2023 9:40 pm
Replies: 7
by NazgulSentient » Fri Mar 24, 2023 5:44 pm

7 Replies

658 Views

Last post by arcticpineapplecorp.
Fri Mar 24, 2023 9:40 pm
backdoor Roth and simple ira

Last post by Navillus1968 « Fri Mar 24, 2023 9:18 pm
Replies: 4
by grasshopper7 » Fri Mar 24, 2023 2:27 am

4 Replies

282 Views

Last post by Navillus1968
Fri Mar 24, 2023 9:18 pm
Recharacterizing 2022's i401K contribution to be a Roth 401k contribution instead

Last post by placeholder « Fri Mar 24, 2023 8:36 pm
Replies: 9
by lucha » Fri Mar 24, 2023 1:21 pm

9 Replies

431 Views

Last post by placeholder
Fri Mar 24, 2023 8:36 pm
Help with retirement planning

Last post by Watty « Fri Mar 24, 2023 8:12 pm
Replies: 4
by Andy12345 » Fri Mar 24, 2023 6:08 pm

4 Replies

424 Views

Last post by Watty
Fri Mar 24, 2023 8:12 pm
Fidelity advisors keep calling me

Last post by Charles Joseph « Fri Mar 24, 2023 8:11 pm
Replies: 23
by MariamQ » Thu Mar 23, 2023 7:27 pm

23 Replies

2075 Views

Last post by Charles Joseph
Fri Mar 24, 2023 8:11 pm
Taxable account restructuring

Last post by Silverado « Fri Mar 24, 2023 8:09 pm
Replies: 15
by drramey » Mon Mar 20, 2023 8:06 pm

15 Replies

1585 Views

Last post by Silverado
Fri Mar 24, 2023 8:09 pm
Roth IRA portfolio/ advice on my investing portfolio

Last post by TheBigFish23 « Fri Mar 24, 2023 7:48 pm
Replies: 3
by TheBigFish23 » Thu Mar 23, 2023 7:49 pm

3 Replies

431 Views

Last post by TheBigFish23
Fri Mar 24, 2023 7:48 pm
TSP asset allocation

Last post by Diaperman1 « Fri Mar 24, 2023 7:46 pm
Replies: 19
by rosemary11 » Thu Apr 08, 2021 8:44 am

19 Replies

2434 Views

Last post by Diaperman1
Fri Mar 24, 2023 7:46 pm
Adjusting my portfolio after starting a new job with a 401(k)

Last post by Duckie « Fri Mar 24, 2023 7:27 pm
Replies: 4
by rmstickler » Fri Mar 24, 2023 4:48 pm

4 Replies

255 Views

Last post by Duckie
Fri Mar 24, 2023 7:27 pm
How to transfer a rollover IRA with CDs

Last post by Hulahoop60 « Fri Mar 24, 2023 7:25 pm
Replies: 4
by Hulahoop60 » Fri Mar 24, 2023 5:23 pm

4 Replies

203 Views

Last post by Hulahoop60
Fri Mar 24, 2023 7:25 pm
UPDATE IN THE REPLIES: Want to do a Backdoor Roth, but have a balance in my TIRA

Last post by placeholder « Fri Mar 24, 2023 7:21 pm
Replies: 19
by Pinacoladapopsicle » Tue Mar 21, 2023 11:07 am

19 Replies

1080 Views

Last post by placeholder
Fri Mar 24, 2023 7:21 pm
What to do with my IRA?

Last post by arcticpineapplecorp. « Fri Mar 24, 2023 7:15 pm
Replies: 8
by LifeExplorer » Thu Mar 23, 2023 11:24 pm

8 Replies

746 Views

Last post by arcticpineapplecorp.
Fri Mar 24, 2023 7:15 pm
Effectiveness of swapping between muni & treasury money markets

Last post by Hogan773 « Fri Mar 24, 2023 7:05 pm
Replies: 42
by hkcj » Mon Feb 27, 2023 10:28 am

42 Replies

3300 Views

Last post by Hogan773
Fri Mar 24, 2023 7:05 pm
Real Estate Sell Off

Last post by Sandtrap « Fri Mar 24, 2023 6:55 pm
Replies: 13
by DrunkHulk » Thu Mar 23, 2023 3:49 pm

13 Replies

2130 Views

Last post by Sandtrap
Fri Mar 24, 2023 6:55 pm
portfolio spreadsheet apps.

Last post by FiveK « Fri Mar 24, 2023 6:52 pm
Replies: 3
by curo » Fri Mar 24, 2023 4:34 pm

3 Replies

353 Views

Last post by FiveK
Fri Mar 24, 2023 6:52 pm
Rollover to Roth IRA Possible with Monthly Pension Payments?

Last post by stargazerlily03 « Fri Mar 24, 2023 6:32 pm
Replies: 6
by stargazerlily03 » Fri Mar 24, 2023 3:38 pm

6 Replies

350 Views

Last post by stargazerlily03
Fri Mar 24, 2023 6:32 pm
Fidelity new issue CDs

Last post by jeffyscott « Fri Mar 24, 2023 5:44 pm
Replies: 10
by Tom_T » Fri Mar 24, 2023 7:30 am

10 Replies

1466 Views

Last post by jeffyscott
Fri Mar 24, 2023 5:44 pm
Fidelity's Total Stock Market Index fund?

Last post by the_wiki « Fri Mar 24, 2023 5:35 pm
Replies: 11
by investor9999 » Fri Mar 24, 2023 11:44 am

11 Replies

1008 Views

Last post by the_wiki
Fri Mar 24, 2023 5:35 pm
Wellington VWENX for income in retirement

Last post by tibbitts « Fri Mar 24, 2023 4:48 pm
Replies: 48
by msaffer » Wed Mar 22, 2023 4:44 pm

48 Replies

3718 Views

Last post by tibbitts
Fri Mar 24, 2023 4:48 pm
How are different TSP contributions handled in a rollover?

Last post by Alan S. « Fri Mar 24, 2023 4:36 pm
Replies: 1
by Stoic9 » Fri Mar 24, 2023 12:16 pm

1 Replies

190 Views

Last post by Alan S.
Fri Mar 24, 2023 4:36 pm
Advice on major rearrangement of portfolio

Last post by peteyboy « Fri Mar 24, 2023 4:20 pm
Replies: 1
by gregk » Fri Mar 24, 2023 1:08 pm

1 Replies

284 Views

Last post by peteyboy
Fri Mar 24, 2023 4:20 pm
Need Recommendations For Balanced Fund, Taxable Account

Last post by theorist « Fri Mar 24, 2023 3:29 pm
Replies: 13
by hotajax » Mon Mar 20, 2023 12:31 am

13 Replies

1826 Views

Last post by theorist
Fri Mar 24, 2023 3:29 pm
Help me decide between CD, MM, TBills, TIPS

Last post by dips « Fri Mar 24, 2023 3:09 pm
Replies: 20
by ebeb » Sat Mar 04, 2023 11:25 am

20 Replies

2480 Views

Last post by dips
Fri Mar 24, 2023 3:09 pm
Brighthouse Variable Annuity from Wells Fargo Advisors

Last post by Stinky « Fri Mar 24, 2023 2:45 pm
Replies: 32
by Bimmer » Thu Feb 16, 2023 12:50 pm

32 Replies

2947 Views

Last post by Stinky
Fri Mar 24, 2023 2:45 pm
How can I get the real cost basis restored at Vanguard?

Last post by Nate79 « Fri Mar 24, 2023 2:09 pm
Replies: 3
by aner » Fri Mar 24, 2023 11:29 am

3 Replies

465 Views

Last post by Nate79
Fri Mar 24, 2023 2:09 pm
FDIC Limit Increase with Beneficiaries

Last post by boogiehead « Fri Mar 24, 2023 2:02 pm
Replies: 5
by boogiehead » Thu Mar 23, 2023 4:29 pm

5 Replies

737 Views

Last post by boogiehead
Fri Mar 24, 2023 2:02 pm

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