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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

618933 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

576081 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
RMD: transfer in kind cost basis with spec ID weirdness

Last post by ee_guy « Sun Mar 26, 2023 10:16 am

by ee_guy » Sun Mar 26, 2023 10:16 am

0 Replies

7 Views

Last post by ee_guy
Sun Mar 26, 2023 10:16 am
Dividends on Company stock in 401K

Last post by seanbaby « Sun Mar 26, 2023 10:15 am
Replies: 12
by seanbaby » Sat Mar 25, 2023 5:52 pm

12 Replies

634 Views

Last post by seanbaby
Sun Mar 26, 2023 10:15 am
CD In A Roth IRA

Last post by retired@50 « Sun Mar 26, 2023 10:07 am
Replies: 2
by Foundation1927 » Sun Mar 26, 2023 9:53 am

2 Replies

94 Views

Last post by retired@50
Sun Mar 26, 2023 10:07 am
Withdrawal rate % change midway through retirement?

Last post by Marseille07 « Sun Mar 26, 2023 10:01 am
Replies: 20
by pgreenx » Sat Mar 25, 2023 4:12 pm

20 Replies

1665 Views

Last post by Marseille07
Sun Mar 26, 2023 10:01 am
3-fund portfolio without the Intl fund?

Last post by burritoLover « Sun Mar 26, 2023 10:00 am
Replies: 16
by new2bogle2 » Sat Mar 25, 2023 5:16 pm

16 Replies

1352 Views

Last post by burritoLover
Sun Mar 26, 2023 10:00 am
Help With What More Can / Should I do???

Last post by KlangFool « Sun Mar 26, 2023 9:56 am
Replies: 14
by VVenti7401 » Sat Mar 25, 2023 12:06 am

14 Replies

1492 Views

Last post by KlangFool
Sun Mar 26, 2023 9:56 am
A Little Lost... Looking For What To Do Next + Portfolio Feedback

Last post by tashnewbie « Sun Mar 26, 2023 9:41 am
Replies: 4
by B52Runner » Sat Mar 25, 2023 10:30 pm

4 Replies

592 Views

Last post by tashnewbie
Sun Mar 26, 2023 9:41 am
Should I make some basic investments and refine the details later?

Last post by retired@50 « Sun Mar 26, 2023 9:27 am
Replies: 5
by Rom » Sat Mar 25, 2023 9:20 pm

5 Replies

558 Views

Last post by retired@50
Sun Mar 26, 2023 9:27 am
Boglehead Opinions on the Vanguard Core Bond Fund

Last post by anil686 « Sun Mar 26, 2023 9:22 am
Replies: 3
by tcb1005 » Sat Mar 25, 2023 6:47 pm

3 Replies

492 Views

Last post by anil686
Sun Mar 26, 2023 9:22 am
529 questions

Last post by Rickito « Sun Mar 26, 2023 9:16 am
Replies: 6
by Rickito » Sat Mar 25, 2023 8:53 pm

6 Replies

601 Views

Last post by Rickito
Sun Mar 26, 2023 9:16 am
Confused about inherited IRA rules

Last post by retired@50 « Sun Mar 26, 2023 9:07 am
Replies: 10
by krafty81 » Sat Mar 25, 2023 6:43 pm

10 Replies

682 Views

Last post by retired@50
Sun Mar 26, 2023 9:07 am
Convert 401k to IRA

Last post by arcticpineapplecorp. « Sun Mar 26, 2023 9:07 am
Replies: 11
by Retirednurse » Sat Mar 25, 2023 4:20 pm

11 Replies

817 Views

Last post by arcticpineapplecorp.
Sun Mar 26, 2023 9:07 am
401k and IRA questions

Last post by HomeStretch « Sun Mar 26, 2023 8:47 am
Replies: 2
by Lemon&Lime » Sun Mar 26, 2023 6:08 am

2 Replies

187 Views

Last post by HomeStretch
Sun Mar 26, 2023 8:47 am
Small business 401k

Last post by smitcat « Sun Mar 26, 2023 8:42 am
Replies: 46
by JSDNJ » Thu Feb 16, 2023 7:30 pm

46 Replies

3428 Views

Last post by smitcat
Sun Mar 26, 2023 8:42 am
Diversify away from U.S. Government?

Last post by enad « Sun Mar 26, 2023 8:39 am
Replies: 17
by oncorhynchus » Fri Mar 24, 2023 2:39 am

17 Replies

2798 Views

Last post by enad
Sun Mar 26, 2023 8:39 am
Effectiveness of swapping between muni & treasury money markets

Last post by Hogan773 « Sun Mar 26, 2023 8:31 am
Replies: 44
by hkcj » Mon Feb 27, 2023 10:28 am

44 Replies

3527 Views

Last post by Hogan773
Sun Mar 26, 2023 8:31 am
Employer t401k was auto switched to a different fund? Please help?

Last post by CyclingDuo « Sun Mar 26, 2023 8:24 am
Replies: 79
by Vanguard User » Thu Mar 23, 2023 8:57 pm
1

2
79 Replies

3983 Views

Last post by CyclingDuo
Sun Mar 26, 2023 8:24 am
2 year Treasury Note net return question.

Last post by dbr « Sun Mar 26, 2023 8:04 am
Replies: 6
by Galen » Sat Mar 25, 2023 12:29 pm

6 Replies

600 Views

Last post by dbr
Sun Mar 26, 2023 8:04 am
Moving On From UBS; Advice Needed On Retirement Accounts

Last post by Harmanic « Sun Mar 26, 2023 7:37 am
Replies: 8
by Rosie59 » Sat Mar 25, 2023 4:09 pm

8 Replies

530 Views

Last post by Harmanic
Sun Mar 26, 2023 7:37 am
IRMMA appeal

Last post by ikowik « Sun Mar 26, 2023 7:18 am
Replies: 7
by jdc10909 » Sat Mar 25, 2023 9:30 pm

7 Replies

610 Views

Last post by ikowik
Sun Mar 26, 2023 7:18 am
Mom Moving from UBS to Fidelity / New Portfolio Allocation

Last post by dogagility « Sun Mar 26, 2023 7:06 am
Replies: 14
by WhatWillFutureHold » Sat Mar 25, 2023 6:11 pm

14 Replies

1031 Views

Last post by dogagility
Sun Mar 26, 2023 7:06 am
Vanguard cost basis problems

Last post by OverseasBH « Sun Mar 26, 2023 6:56 am
Replies: 7
by DavidInMaryland » Sat Mar 25, 2023 11:49 am

7 Replies

645 Views

Last post by OverseasBH
Sun Mar 26, 2023 6:56 am
Roth Conversion Question

Last post by ClassOf2021 « Sun Mar 26, 2023 5:02 am
Replies: 7
by VVenti7401 » Sat Mar 25, 2023 10:03 pm

7 Replies

558 Views

Last post by ClassOf2021
Sun Mar 26, 2023 5:02 am
Multiple 401k rules

Last post by Rickito « Sun Mar 26, 2023 2:55 am

by Rickito » Sun Mar 26, 2023 2:55 am

0 Replies

153 Views

Last post by Rickito
Sun Mar 26, 2023 2:55 am
How does my employer figure the 401k match?

Last post by HomeStretch « Sun Mar 26, 2023 2:35 am
Replies: 3
by passive101 » Sun Mar 26, 2023 12:09 am

3 Replies

391 Views

Last post by HomeStretch
Sun Mar 26, 2023 2:35 am
Loan from 401K to purchase house?

Last post by livesoft « Sun Mar 26, 2023 2:27 am
Replies: 7
by uberme » Sat Mar 25, 2023 10:13 am

7 Replies

791 Views

Last post by livesoft
Sun Mar 26, 2023 2:27 am
Direct Indexing [at Schwab for 40 basis points. Worth considering?]

Last post by EddyB « Sun Mar 26, 2023 1:32 am
Replies: 17
by curo » Sat Mar 25, 2023 8:15 am

17 Replies

1192 Views

Last post by EddyB
Sun Mar 26, 2023 1:32 am
Error at E-Trade gains and losses screen

Last post by typical.investor « Sun Mar 26, 2023 12:48 am
Replies: 1
by urban » Sun Mar 26, 2023 12:42 am

1 Replies

174 Views

Last post by typical.investor
Sun Mar 26, 2023 12:48 am
Is it time to unwind margin balance?

Last post by Raraculus « Sun Mar 26, 2023 12:09 am
Replies: 7
by tcrez » Mon Mar 20, 2023 10:40 am

7 Replies

759 Views

Last post by Raraculus
Sun Mar 26, 2023 12:09 am
Fund allocation

Last post by Johm221122 « Sat Mar 25, 2023 11:28 pm
Replies: 1
by kocharking » Sat Mar 25, 2023 10:54 pm

1 Replies

159 Views

Last post by Johm221122
Sat Mar 25, 2023 11:28 pm
Inheriting a 529 plan

Last post by marcopolo « Sat Mar 25, 2023 11:22 pm
Replies: 6
by MattB » Sat Mar 25, 2023 1:56 pm

6 Replies

527 Views

Last post by marcopolo
Sat Mar 25, 2023 11:22 pm
Likely Stupid Question regarding TIPS bond purchase

Last post by miket29 « Sat Mar 25, 2023 10:15 pm
Replies: 3
by coachd50 » Thu Mar 23, 2023 8:51 pm

3 Replies

658 Views

Last post by miket29
Sat Mar 25, 2023 10:15 pm
Opening new retirement account - what type of account?

Last post by placeholder « Sat Mar 25, 2023 10:13 pm
Replies: 16
by GaryA505 » Sat Mar 25, 2023 3:14 pm

16 Replies

819 Views

Last post by placeholder
Sat Mar 25, 2023 10:13 pm
Cancelling order via Order Details page

Last post by mrkleyn « Sat Mar 25, 2023 9:42 pm

by mrkleyn » Sat Mar 25, 2023 9:42 pm

0 Replies

115 Views

Last post by mrkleyn
Sat Mar 25, 2023 9:42 pm
UPDATE IN THE REPLIES: Want to do a Backdoor Roth, but have a balance in my TIRA

Last post by placeholder « Sat Mar 25, 2023 9:37 pm
Replies: 22
by Pinacoladapopsicle » Tue Mar 21, 2023 11:07 am

22 Replies

1448 Views

Last post by placeholder
Sat Mar 25, 2023 9:37 pm
Who gets the tax loss in this situation?

Last post by grabiner « Sat Mar 25, 2023 9:00 pm
Replies: 7
by Megamill » Sat Mar 25, 2023 9:12 am

7 Replies

581 Views

Last post by grabiner
Sat Mar 25, 2023 9:00 pm
International ETFs in taxable account, are non-qualified dividends the price of diversification?

Last post by grabiner « Sat Mar 25, 2023 8:57 pm
Replies: 5
by calmaniac » Sat Mar 25, 2023 9:12 am

5 Replies

482 Views

Last post by grabiner
Sat Mar 25, 2023 8:57 pm
S&P 500 concentration risk: Should we be worried?

Last post by watchnerd « Sat Mar 25, 2023 8:44 pm
Replies: 62
by fingoals » Thu Mar 23, 2023 4:34 pm
1

2
62 Replies

5863 Views

Last post by watchnerd
Sat Mar 25, 2023 8:44 pm
Updating cost basis at Schwab

Last post by RetiredAL « Sat Mar 25, 2023 8:18 pm
Replies: 2
by Scrooge McDuck » Sat Mar 25, 2023 8:03 pm

2 Replies

243 Views

Last post by RetiredAL
Sat Mar 25, 2023 8:18 pm
How are different TSP contributions handled in a rollover?

Last post by StewedCarrot « Sat Mar 25, 2023 6:36 pm
Replies: 5
by Stoic9 » Fri Mar 24, 2023 12:16 pm

5 Replies

522 Views

Last post by StewedCarrot
Sat Mar 25, 2023 6:36 pm
Various Roth conversions and MAGI

Last post by tl24 « Sat Mar 25, 2023 6:30 pm
Replies: 11
by tl24 » Fri Mar 24, 2023 11:52 pm

11 Replies

970 Views

Last post by tl24
Sat Mar 25, 2023 6:30 pm
Vanguard 7-day hold T-Bill Interest?

Last post by Dead Man Walking « Sat Mar 25, 2023 6:14 pm
Replies: 6
by Midpack » Sat Mar 25, 2023 9:18 am

6 Replies

830 Views

Last post by Dead Man Walking
Sat Mar 25, 2023 6:14 pm
Roth IRA portfolio/ advice on my investing portfolio

Last post by tashnewbie « Sat Mar 25, 2023 6:09 pm
Replies: 9
by TheBigFish23 » Thu Mar 23, 2023 7:49 pm

9 Replies

820 Views

Last post by tashnewbie
Sat Mar 25, 2023 6:09 pm
Date for donation of Vanguard mutual fund?

Last post by Artsdoctor « Sat Mar 25, 2023 5:32 pm
Replies: 11
by Loyalnine » Sat Mar 25, 2023 4:07 pm

11 Replies

431 Views

Last post by Artsdoctor
Sat Mar 25, 2023 5:32 pm
Stable value fund vs other options in 401k accounts

Last post by Stinky « Sat Mar 25, 2023 5:22 pm
Replies: 6
by singletonjack » Sat Mar 25, 2023 11:34 am

6 Replies

547 Views

Last post by Stinky
Sat Mar 25, 2023 5:22 pm
Vanguard wrong cost basis reporting

Last post by DavidInMaryland « Sat Mar 25, 2023 5:05 pm
Replies: 14
by inb4space » Thu Mar 16, 2023 11:17 am

14 Replies

1529 Views

Last post by DavidInMaryland
Sat Mar 25, 2023 5:05 pm
Wellington VWENX for income in retirement

Last post by tibbitts « Sat Mar 25, 2023 4:28 pm
Replies: 58
by msaffer » Wed Mar 22, 2023 4:44 pm
1

2
58 Replies

4638 Views

Last post by tibbitts
Sat Mar 25, 2023 4:28 pm
Treasury Bill Ladder

Last post by lepa71 « Sat Mar 25, 2023 3:55 pm
Replies: 13
by confusedinvestor » Mon Feb 27, 2023 3:17 pm

13 Replies

2381 Views

Last post by lepa71
Sat Mar 25, 2023 3:55 pm

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