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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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Policies and Etiquette

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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

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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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Sat Sep 22, 2007 7:53 pm
Life Savings in Cash--Need Advice

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by Bandit329 » Fri Apr 09, 2021 2:21 pm

24 Replies

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Last post by jimkinny
Sun Apr 11, 2021 8:42 am
US Equity Allocation Strategy

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by Glassman » Sat Apr 10, 2021 4:24 pm

3 Replies

253 Views

Last post by tibbitts
Sun Apr 11, 2021 8:36 am
HELP: 5-10yr Portfolio with $1mil target

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by MKFort12 » Sat Apr 10, 2021 2:46 am

7 Replies

1085 Views

Last post by WoodSpinner
Sun Apr 11, 2021 8:33 am
Is it possible to open and fund a Roth IRA for my kid

Last post by drumboy256 « Sun Apr 11, 2021 8:32 am
Replies: 17
by investmax » Sat Apr 10, 2021 2:29 pm

17 Replies

1023 Views

Last post by drumboy256
Sun Apr 11, 2021 8:32 am
Sidedoor Roth

Last post by hornet96 « Sun Apr 11, 2021 8:28 am
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by fire_2030 » Thu Apr 08, 2021 12:25 pm

36 Replies

2228 Views

Last post by hornet96
Sun Apr 11, 2021 8:28 am
VT and home country bias

Last post by drumboy256 « Sun Apr 11, 2021 8:28 am
Replies: 6
by guppyguy » Sat Apr 10, 2021 4:54 pm

6 Replies

561 Views

Last post by drumboy256
Sun Apr 11, 2021 8:28 am
Annuity statement. Not sure how this works?

Last post by Rex66 « Sun Apr 11, 2021 8:26 am
Replies: 13
by manlymatt83 » Sat Apr 10, 2021 7:49 pm

13 Replies

712 Views

Last post by Rex66
Sun Apr 11, 2021 8:26 am
I Bonds

Last post by jason2459 « Sun Apr 11, 2021 8:26 am
Replies: 21
by Rjs » Sun Apr 11, 2021 2:47 am

21 Replies

913 Views

Last post by jason2459
Sun Apr 11, 2021 8:26 am
Portfolio update/re-balance, 33 yo female

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by scommander7 » Sun Apr 11, 2021 5:58 am

9 Replies

596 Views

Last post by Paradise
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Superfund 529 with <$70k year 1, contribute the difference years 2-5?

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by need403bhelp » Wed Oct 25, 2017 7:45 pm

9 Replies

1060 Views

Last post by Jvitale
Sun Apr 11, 2021 8:09 am
Creating revocable trust just for buying I Bonds?

Last post by David Jay « Sun Apr 11, 2021 8:08 am
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by BrokerageZelda » Sat Apr 10, 2021 11:02 am

1 Replies

177 Views

Last post by David Jay
Sun Apr 11, 2021 8:08 am
Question about Roth and Traditional 401K contributions...

Last post by retiredjg « Sun Apr 11, 2021 8:07 am
Replies: 5
by xerxes101 » Sat Apr 10, 2021 1:35 pm

5 Replies

339 Views

Last post by retiredjg
Sun Apr 11, 2021 8:07 am
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Last post by retiredjg « Sun Apr 11, 2021 8:04 am
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by inforthelongrun90 » Sat Apr 10, 2021 9:38 am

22 Replies

1200 Views

Last post by retiredjg
Sun Apr 11, 2021 8:04 am
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by OKMom » Wed Mar 17, 2021 10:28 am

13 Replies

1216 Views

Last post by wander
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Remind me how to stick to Strategic asset allocation

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by Neus » Fri Apr 09, 2021 10:21 pm

11 Replies

690 Views

Last post by KlangFool
Sun Apr 11, 2021 7:56 am
Why the general advice to have treasuries in CA HSA?

Last post by Soon2BXProgrammer « Sun Apr 11, 2021 7:55 am
Replies: 3
by moneyzone » Sat Apr 10, 2021 9:45 pm

3 Replies

373 Views

Last post by Soon2BXProgrammer
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AA for someone 2 years from retirement

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by grace2020 » Sun Apr 04, 2021 2:45 pm

47 Replies

4481 Views

Last post by Woodchick77
Sun Apr 11, 2021 7:36 am
Deciding it it's worth it to buy long-term individual stocks

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Replies: 53
by invester123 » Thu Apr 08, 2021 6:59 pm
1

2
53 Replies

4575 Views

Last post by jajlrajrf
Sun Apr 11, 2021 7:35 am
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Last post by DreamsOfRetiring « Sun Apr 11, 2021 7:23 am

by DreamsOfRetiring » Sun Apr 11, 2021 7:23 am

0 Replies

114 Views

Last post by DreamsOfRetiring
Sun Apr 11, 2021 7:23 am
Portfolio Planning/Review for someone who should’ve asked 3 years ago

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by inforthelongrun90 » Sat Jan 30, 2021 10:45 am

21 Replies

2599 Views

Last post by retiredjg
Sun Apr 11, 2021 7:19 am
Investment Allocation: Unpredictable Income

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by Slowandsteady95 » Sat Apr 10, 2021 1:30 pm

13 Replies

620 Views

Last post by Schlabba
Sun Apr 11, 2021 6:56 am
Mixing Bogle and Ramsey to build my portfolio

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by flaman » Fri Apr 09, 2021 12:26 pm
1

2
58 Replies

4841 Views

Last post by backpacker61
Sun Apr 11, 2021 6:37 am
3 Fund Portfolio at Schwab

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by csei21 » Sat Apr 10, 2021 7:46 pm

2 Replies

458 Views

Last post by typical.investor
Sun Apr 11, 2021 2:57 am
Can I have a employer Traditional 401K and a Roth IRA simultaneously and contribute to both in the same year

Last post by lakpr « Sun Apr 11, 2021 2:38 am
Replies: 9
by investmax » Sat Apr 10, 2021 7:16 pm

9 Replies

1032 Views

Last post by lakpr
Sun Apr 11, 2021 2:38 am
CA HSA fund choices

Last post by babystep « Sun Apr 11, 2021 12:42 am
Replies: 4
by JD2775 » Sat Apr 10, 2021 11:25 am

4 Replies

379 Views

Last post by babystep
Sun Apr 11, 2021 12:42 am
Investment / Withdrawal in taxable / tax-deferred (401K), tax-exempt (Roth IRA) accounts

Last post by babystep « Sun Apr 11, 2021 12:30 am
Replies: 2
by ThisJustIn » Fri Apr 09, 2021 11:59 am

2 Replies

292 Views

Last post by babystep
Sun Apr 11, 2021 12:30 am
Recharacterization from Roth IRA to TIRA

Last post by celia « Sun Apr 11, 2021 12:25 am
Replies: 3
by Linanq3l » Sat Apr 10, 2021 10:25 pm

3 Replies

256 Views

Last post by celia
Sun Apr 11, 2021 12:25 am
If you file IRS form 1116...

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Replies: 57
by restingonmylaurels » Wed Feb 03, 2021 1:13 pm
1

2
57 Replies

4326 Views

Last post by dmcmahon
Sun Apr 11, 2021 12:03 am
Taxes and rolling over pension lump sum

Last post by placeholder « Sun Apr 11, 2021 12:02 am
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by Planner01 » Sat Apr 10, 2021 5:01 pm

11 Replies

614 Views

Last post by placeholder
Sun Apr 11, 2021 12:02 am
Effective tax rate 40%+ Sanity check on strategy for tax efficient investing

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by ltv » Sat Apr 10, 2021 2:40 pm

23 Replies

1941 Views

Last post by dmcmahon
Sat Apr 10, 2021 11:58 pm
my first Vanguard rebalance

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by bfeenix44 » Sat Apr 10, 2021 4:20 pm

6 Replies

654 Views

Last post by bfeenix44
Sat Apr 10, 2021 11:45 pm
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by LandOLakes » Sat Apr 10, 2021 10:07 pm

2 Replies

298 Views

Last post by geerhardusvos
Sat Apr 10, 2021 11:25 pm
How to get my Roth IRA contribution history

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by Kintora » Thu Apr 08, 2021 2:02 pm

15 Replies

1118 Views

Last post by Corsair
Sat Apr 10, 2021 9:35 pm
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by buyMyBogle » Sat Apr 10, 2021 1:40 pm

6 Replies

642 Views

Last post by Mike Scott
Sat Apr 10, 2021 7:59 pm
Lump sum - now or later?

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by ceeshrek » Fri Apr 09, 2021 8:14 am

6 Replies

816 Views

Last post by Watty
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by arengarajsug88 » Thu Apr 08, 2021 10:26 pm

14 Replies

2473 Views

Last post by Dottie57
Sat Apr 10, 2021 7:41 pm
Can I contribute the max to a traditional IRA if I made an excess contribution to a Roth IRA then withdrew it?

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Replies: 3
by BuckeyeState » Sat Apr 10, 2021 10:10 am

3 Replies

257 Views

Last post by Eagle33
Sat Apr 10, 2021 7:20 pm
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by WhiteIris » Fri Sep 23, 2016 7:06 pm

14 Replies

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Last post by Taylor Larimore
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Alternative Investments That Offer Immediate + Scalable Cash Flow

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13 Replies

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Last post by 2commaBH
Sat Apr 10, 2021 6:46 pm
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by waterwell » Fri Apr 09, 2021 8:03 pm

27 Replies

2566 Views

Last post by cegibbs
Sat Apr 10, 2021 6:13 pm
Any experience with Toyota Income Driver Notes?

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by grayparrot » Sun Feb 14, 2021 9:21 pm
1

2
97 Replies

11915 Views

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Sat Apr 10, 2021 5:57 pm
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by Stillwater1971 » Sat Apr 10, 2021 10:14 am

14 Replies

1058 Views

Last post by ipdiddly
Sat Apr 10, 2021 5:33 pm
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by danisport » Sat Apr 10, 2021 2:29 pm

6 Replies

463 Views

Last post by retiredjg
Sat Apr 10, 2021 5:28 pm
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by mikeyzito22 » Fri Apr 09, 2021 4:33 pm

8 Replies

995 Views

Last post by retired@50
Sat Apr 10, 2021 5:20 pm
Vanguard Solo 401k - Getting the balance of previous employer's plan into Vanguard!

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Replies: 3
by aaron239 » Sat Apr 10, 2021 9:49 am

3 Replies

281 Views

Last post by aaron239
Sat Apr 10, 2021 5:16 pm
transfer betterment to vanguard?

Last post by Freefun « Sat Apr 10, 2021 5:09 pm
Replies: 4
by bstewie » Sat Apr 10, 2021 2:36 pm

4 Replies

395 Views

Last post by Freefun
Sat Apr 10, 2021 5:09 pm
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3 Replies

233 Views

Last post by atomicrc11
Sat Apr 10, 2021 3:53 pm
How to think about total net worth when 90% of it is in a private business

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by old_bean » Sat Mar 20, 2021 8:54 am

31 Replies

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Last post by old_bean
Sat Apr 10, 2021 3:53 pm

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