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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

618819 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

575971 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
If/when to sell an index fund at a loss.

Last post by RetiredAL « Fri Mar 24, 2023 9:32 pm
Replies: 6
by NazgulSentient » Fri Mar 24, 2023 5:44 pm

6 Replies

489 Views

Last post by RetiredAL
Fri Mar 24, 2023 9:32 pm
S&P 500 concentration risk: Should we be worried?

Last post by Dave55 « Fri Mar 24, 2023 9:28 pm
Replies: 40
by fingoals » Thu Mar 23, 2023 4:34 pm

40 Replies

3491 Views

Last post by Dave55
Fri Mar 24, 2023 9:28 pm
How do I select, which/how CD should I choose in Fidelity CD?

Last post by exodusNH « Fri Mar 24, 2023 9:28 pm
Replies: 8
by dips » Fri Mar 24, 2023 7:27 pm

8 Replies

516 Views

Last post by exodusNH
Fri Mar 24, 2023 9:28 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

237 Views

Last post by Navillus1968
Fri Mar 24, 2023 9:18 pm
Employer t401k was auto switched to a different fund? Please help?

Last post by CyclingDuo « Fri Mar 24, 2023 8:57 pm
Replies: 53
by Vanguard User » Thu Mar 23, 2023 8:57 pm
1

2
53 Replies

2407 Views

Last post by CyclingDuo
Fri Mar 24, 2023 8:57 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

413 Views

Last post by placeholder
Fri Mar 24, 2023 8:36 pm
Wash sale rules, an investor, and his IDGT.

Last post by placeholder « Fri Mar 24, 2023 8:34 pm
Replies: 3
by jackal » Fri Mar 24, 2023 8:13 am

3 Replies

273 Views

Last post by placeholder
Fri Mar 24, 2023 8:34 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

350 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

1996 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

1520 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

404 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

2406 Views

Last post by Diaperman1
Fri Mar 24, 2023 7:46 pm
I'm Lost Regarding Tax Consequences

Last post by Dottie57 « Fri Mar 24, 2023 7:36 pm
Replies: 26
by hotajax » Wed Mar 22, 2023 12:09 pm

26 Replies

2568 Views

Last post by Dottie57
Fri Mar 24, 2023 7:36 pm
Asset allocation in pre-retirement years to mitigate sequence of returns.

Last post by deweybogle « Fri Mar 24, 2023 7:28 pm
Replies: 20
by James.534 » Fri Mar 24, 2023 11:44 am

20 Replies

1025 Views

Last post by deweybogle
Fri Mar 24, 2023 7:28 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

233 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

188 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

1051 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

712 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

3270 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

2045 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

299 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

334 Views

Last post by stargazerlily03
Fri Mar 24, 2023 6:32 pm
Simplification suggestions

Last post by RadAudit « Fri Mar 24, 2023 6:16 pm
Replies: 6
by cutedesi » Fri Mar 24, 2023 3:54 pm

6 Replies

325 Views

Last post by RadAudit
Fri Mar 24, 2023 6:16 pm
TIAA-CREF Variable Annuity income as part of retirement income strategy

Last post by crefwatch « Fri Mar 24, 2023 6:09 pm
Replies: 4
by Sampan » Fri Mar 24, 2023 12:40 pm

4 Replies

345 Views

Last post by crefwatch
Fri Mar 24, 2023 6:09 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

1413 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

943 Views

Last post by the_wiki
Fri Mar 24, 2023 5:35 pm
Asking for Clarification [Wellington vs. Wellesley]

Last post by arcticpineapplecorp. « Fri Mar 24, 2023 5:09 pm
Replies: 6
by LaramieWind » Fri Mar 24, 2023 4:15 pm

6 Replies

415 Views

Last post by arcticpineapplecorp.
Fri Mar 24, 2023 5:09 pm
Is it ok to park some Emergency Fund in Vanguard VMFXX?

Last post by lepa71 « Fri Mar 24, 2023 4:51 pm
Replies: 45
by lepa71 » Tue Mar 21, 2023 9:18 am

45 Replies

4355 Views

Last post by lepa71
Fri Mar 24, 2023 4:51 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

3679 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

177 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

262 Views

Last post by peteyboy
Fri Mar 24, 2023 4:20 pm
Retirement Calculator Suggestion

Last post by Tom_T « Fri Mar 24, 2023 3:58 pm
Replies: 5
by Call_Me_Op » Fri Mar 24, 2023 3:19 pm

5 Replies

396 Views

Last post by Tom_T
Fri Mar 24, 2023 3:58 pm
taxable and tax deferred accounts

Last post by aristotelian « Fri Mar 24, 2023 3:54 pm
Replies: 11
by curo » Fri Mar 24, 2023 9:08 am

11 Replies

643 Views

Last post by aristotelian
Fri Mar 24, 2023 3:54 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

1808 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

2443 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

2931 Views

Last post by Stinky
Fri Mar 24, 2023 2:45 pm
Bad Work Situation Pushing me into retirement.

Last post by MoonOrb « Fri Mar 24, 2023 2:11 pm
Replies: 169
by kchico » Tue Mar 21, 2023 7:10 pm
1

2

3

4
169 Replies

15746 Views

Last post by MoonOrb
Fri Mar 24, 2023 2:11 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

438 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

719 Views

Last post by boogiehead
Fri Mar 24, 2023 2:02 pm
yet another Social Security timing Q

Last post by Horsefly « Fri Mar 24, 2023 1:54 pm
Replies: 24
by SpideyIndexer » Thu Mar 23, 2023 1:58 am

24 Replies

1690 Views

Last post by Horsefly
Fri Mar 24, 2023 1:54 pm
My T-Bill Ladder May Be Ending

Last post by Kevin M « Fri Mar 24, 2023 1:51 pm
Replies: 3
by dbc47 » Fri Mar 24, 2023 12:53 pm

3 Replies

649 Views

Last post by Kevin M
Fri Mar 24, 2023 1:51 pm
need cfp

Last post by pkcrafter « Fri Mar 24, 2023 1:48 pm
Replies: 3
by bmurph » Fri Mar 24, 2023 12:47 pm

3 Replies

305 Views

Last post by pkcrafter
Fri Mar 24, 2023 1:48 pm
Looking for ways to lock in high interest rates

Last post by AlwaysLearningMore « Fri Mar 24, 2023 1:35 pm
Replies: 44
by CletusCaddy » Thu Mar 23, 2023 12:50 am

44 Replies

4587 Views

Last post by AlwaysLearningMore
Fri Mar 24, 2023 1:35 pm
Portfolio Review

Last post by ruralavalon « Fri Mar 24, 2023 1:34 pm
Replies: 17
by GamerDad » Tue Mar 21, 2023 11:07 pm

17 Replies

1803 Views

Last post by ruralavalon
Fri Mar 24, 2023 1:34 pm
Not all treasuries are marginable with Fidelity

Last post by chinchin « Fri Mar 24, 2023 1:05 pm
Replies: 1
by BayouBoy » Fri Mar 24, 2023 12:57 pm

1 Replies

187 Views

Last post by chinchin
Fri Mar 24, 2023 1:05 pm
$500k inheritance suggestions

Last post by snowday2022 « Fri Mar 24, 2023 12:24 pm
Replies: 24
by RetiOpening » Thu Mar 23, 2023 4:51 pm

24 Replies

2219 Views

Last post by snowday2022
Fri Mar 24, 2023 12:24 pm
Roller Roth backdoor question

Last post by White Coat Investor « Fri Mar 24, 2023 12:21 pm
Replies: 2
by timboo » Fri Mar 24, 2023 12:10 pm

2 Replies

151 Views

Last post by White Coat Investor
Fri Mar 24, 2023 12:21 pm
Financial Wellness Check-In

Last post by steadyosmosis « Fri Mar 24, 2023 12:17 pm
Replies: 6
by malibuboats91 » Fri Mar 24, 2023 8:59 am

6 Replies

625 Views

Last post by steadyosmosis
Fri Mar 24, 2023 12:17 pm

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