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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

619343 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

576427 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
Annuitization Conundrum – are we cheating ourselves?

Last post by Mel Lindauer « Thu Mar 30, 2023 12:07 am
Replies: 8
by bikechuck » Wed Mar 29, 2023 2:31 pm

8 Replies

935 Views

Last post by Mel Lindauer
Thu Mar 30, 2023 12:07 am
Why not always take debt if it’s sub 4% / SWR discussion

Last post by invest4 « Wed Mar 29, 2023 11:31 pm
Replies: 20
by LFKB » Wed Mar 29, 2023 7:50 pm

20 Replies

1119 Views

Last post by invest4
Wed Mar 29, 2023 11:31 pm
Bond

Last post by chrisdds98 « Wed Mar 29, 2023 11:31 pm
Replies: 11
by mudd » Wed Mar 29, 2023 8:34 pm

11 Replies

563 Views

Last post by chrisdds98
Wed Mar 29, 2023 11:31 pm
Do I sell the business to PE or not?

Last post by LFKB « Wed Mar 29, 2023 11:30 pm
Replies: 52
by bws600 » Mon Mar 27, 2023 6:04 pm
1

2
52 Replies

4117 Views

Last post by LFKB
Wed Mar 29, 2023 11:30 pm
How much do you keep in true cash vs cash equivalents?

Last post by gotoparks « Wed Mar 29, 2023 11:29 pm
Replies: 52
by aboose » Wed Mar 29, 2023 6:14 pm
1

2
52 Replies

2623 Views

Last post by gotoparks
Wed Mar 29, 2023 11:29 pm
At what loan percentage should I pay off real estate?

Last post by muffins14 « Wed Mar 29, 2023 11:16 pm
Replies: 1
by grandnexus » Wed Mar 29, 2023 11:13 pm

1 Replies

107 Views

Last post by muffins14
Wed Mar 29, 2023 11:16 pm
Treasury MM vs Treasury Bills

Last post by gotoparks « Wed Mar 29, 2023 11:13 pm
Replies: 1
by Bimmer » Wed Mar 29, 2023 10:05 pm

1 Replies

251 Views

Last post by gotoparks
Wed Mar 29, 2023 11:13 pm
All Weather Portfolio

Last post by Beensabu « Wed Mar 29, 2023 10:49 pm
Replies: 1
by captmorgan50 » Wed Mar 29, 2023 8:59 pm

1 Replies

285 Views

Last post by Beensabu
Wed Mar 29, 2023 10:49 pm
Transfer inherited IRA to Roth IRA and be done with it?

Last post by retire2022 « Wed Mar 29, 2023 10:40 pm
Replies: 16
by baconavocado » Tue Mar 28, 2023 10:59 pm

16 Replies

1318 Views

Last post by retire2022
Wed Mar 29, 2023 10:40 pm
Vanguard Cash Deposit and FDIC

Last post by JoMoney « Wed Mar 29, 2023 10:37 pm
Replies: 3
by winterhascome » Mon Mar 27, 2023 2:36 pm

3 Replies

655 Views

Last post by JoMoney
Wed Mar 29, 2023 10:37 pm
[SOLVED] How does my employer figure the 401k match?

Last post by PghPharmBoy « Wed Mar 29, 2023 10:35 pm
Replies: 64
by passive101 » Sun Mar 26, 2023 12:09 am
1

2
64 Replies

4751 Views

Last post by PghPharmBoy
Wed Mar 29, 2023 10:35 pm
Purchasing MYGAs (multi year guaranteed annuities) - mega thread

Last post by OkanePlease « Wed Mar 29, 2023 10:22 pm
Replies: 1489
by Stinky » Thu Dec 31, 2020 6:46 am
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1489 Replies

160431 Views

Last post by OkanePlease
Wed Mar 29, 2023 10:22 pm
TIPS for a near future real-dollar expense

Last post by bikechuck « Wed Mar 29, 2023 10:17 pm
Replies: 11
by Doc7 » Wed Mar 29, 2023 7:45 am

11 Replies

709 Views

Last post by bikechuck
Wed Mar 29, 2023 10:17 pm
RMDs for ex-wife in inherited account.

Last post by Navillus1968 « Wed Mar 29, 2023 10:17 pm
Replies: 19
by ruralavalon » Tue Mar 28, 2023 1:52 pm

19 Replies

1550 Views

Last post by Navillus1968
Wed Mar 29, 2023 10:17 pm
Roth Conversion in Retirement

Last post by tibbitts « Wed Mar 29, 2023 10:16 pm
Replies: 46
by brak » Fri Oct 22, 2021 9:40 am

46 Replies

6915 Views

Last post by tibbitts
Wed Mar 29, 2023 10:16 pm
[Non-governmental 457 contributions protected in case of provider bankruptcy?]

Last post by kiddoc « Wed Mar 29, 2023 10:00 pm
Replies: 5
by spth » Tue Mar 28, 2023 11:18 pm

5 Replies

477 Views

Last post by kiddoc
Wed Mar 29, 2023 10:00 pm
Vanguard wrong cost basis reporting

Last post by rossington « Wed Mar 29, 2023 9:59 pm
Replies: 18
by inb4space » Thu Mar 16, 2023 11:17 am

18 Replies

1903 Views

Last post by rossington
Wed Mar 29, 2023 9:59 pm
Delay in Receiving VXUS Dividends [J.P. Morgan Account, Chase Account]

Last post by indexlover « Wed Mar 29, 2023 9:49 pm
Replies: 14
by rv26 » Wed Mar 29, 2023 10:41 am

14 Replies

722 Views

Last post by indexlover
Wed Mar 29, 2023 9:49 pm
Fidelity- how to add additional pension assets to rollover IRA

Last post by musicmom « Wed Mar 29, 2023 9:18 pm
Replies: 12
by musicmom » Mon Mar 27, 2023 7:57 pm

12 Replies

1061 Views

Last post by musicmom
Wed Mar 29, 2023 9:18 pm
Time to switch from Tbills to CD?

Last post by Chip Munk « Wed Mar 29, 2023 8:51 pm
Replies: 25
by AQ » Tue Mar 28, 2023 3:31 pm

25 Replies

3103 Views

Last post by Chip Munk
Wed Mar 29, 2023 8:51 pm
Best funds for my 403b

Last post by CyclingDuo « Wed Mar 29, 2023 8:46 pm
Replies: 22
by JRR9000 » Mon Mar 27, 2023 8:44 pm

22 Replies

1573 Views

Last post by CyclingDuo
Wed Mar 29, 2023 8:46 pm
Mega Backdoor Roth 401k with Nabers

Last post by Kandinsky « Wed Mar 29, 2023 7:56 pm

by Kandinsky » Wed Mar 29, 2023 7:56 pm

0 Replies

108 Views

Last post by Kandinsky
Wed Mar 29, 2023 7:56 pm
Edward Jones Closed Account vs Schwab 3 Fund Account Performance

Last post by estrellamts « Wed Mar 29, 2023 7:48 pm
Replies: 8
by estrellamts » Wed Mar 29, 2023 3:37 pm

8 Replies

842 Views

Last post by estrellamts
Wed Mar 29, 2023 7:48 pm
Multiple Rollover IRA accounts

Last post by JoeBlow1957 « Wed Mar 29, 2023 7:33 pm

by JoeBlow1957 » Wed Mar 29, 2023 7:33 pm

0 Replies

74 Views

Last post by JoeBlow1957
Wed Mar 29, 2023 7:33 pm
Correcting an overfunded ROTH for 2022

Last post by toddthebod « Wed Mar 29, 2023 7:03 pm
Replies: 10
by mzvarner » Sun Mar 26, 2023 1:45 pm

10 Replies

723 Views

Last post by toddthebod
Wed Mar 29, 2023 7:03 pm
Cost basis question

Last post by Basel Hodge « Wed Mar 29, 2023 6:08 pm
Replies: 26
by Basel Hodge » Sun Mar 26, 2023 12:02 pm

26 Replies

2053 Views

Last post by Basel Hodge
Wed Mar 29, 2023 6:08 pm
Dividends on Company stock in 401K

Last post by LotsaGray « Wed Mar 29, 2023 5:35 pm
Replies: 17
by seanbaby » Sat Mar 25, 2023 5:52 pm

17 Replies

1311 Views

Last post by LotsaGray
Wed Mar 29, 2023 5:35 pm
50/50 VDIGX (Dividend Income), VWELX (Wellington) in IRA?

Last post by invest2bfree « Wed Mar 29, 2023 5:27 pm
Replies: 7
by gregger » Wed Mar 29, 2023 2:08 pm

7 Replies

683 Views

Last post by invest2bfree
Wed Mar 29, 2023 5:27 pm
Convert 401k to IRA

Last post by LotsaGray « Wed Mar 29, 2023 5:21 pm
Replies: 35
by Retirednurse » Sat Mar 25, 2023 4:20 pm

35 Replies

2803 Views

Last post by LotsaGray
Wed Mar 29, 2023 5:21 pm
Schwab value advantage money market-SNAXX

Last post by sycamore « Wed Mar 29, 2023 5:07 pm
Replies: 1
by Reynainvestor » Wed Mar 29, 2023 10:07 am

1 Replies

298 Views

Last post by sycamore
Wed Mar 29, 2023 5:07 pm
Fidelity Full View Asset Allocation?

Last post by hkcj « Wed Mar 29, 2023 5:05 pm
Replies: 26
by nolaquen » Mon Jun 01, 2020 10:34 am

26 Replies

4328 Views

Last post by hkcj
Wed Mar 29, 2023 5:05 pm
Portfolio as non-US resident

Last post by pm1110 « Wed Mar 29, 2023 4:51 pm

by pm1110 » Wed Mar 29, 2023 4:51 pm

0 Replies

78 Views

Last post by pm1110
Wed Mar 29, 2023 4:51 pm
Detailed HOW TO link Vanguard and Fidelity Accounts

Last post by androiddd « Wed Mar 29, 2023 4:25 pm
Replies: 3
by androiddd » Wed Mar 29, 2023 3:25 pm

3 Replies

375 Views

Last post by androiddd
Wed Mar 29, 2023 4:25 pm
529 “Dilemma”

Last post by HereToLearn « Wed Mar 29, 2023 4:04 pm
Replies: 54
by AmyandHernia » Sat Feb 26, 2022 12:04 pm
1

2
54 Replies

5668 Views

Last post by HereToLearn
Wed Mar 29, 2023 4:04 pm
Sector Weightings differ from the Market

Last post by TOM1964 « Wed Mar 29, 2023 3:24 pm
Replies: 63
by RadAudit » Thu Mar 16, 2023 8:16 am
1

2
63 Replies

3581 Views

Last post by TOM1964
Wed Mar 29, 2023 3:24 pm
Deciding on a "set and forget" Fidelity fund. FNILX vs FXAIX

Last post by RetirementClass2021 « Wed Mar 29, 2023 3:11 pm
Replies: 11
by theclumsymagician » Mon Mar 01, 2021 9:36 am

11 Replies

4022 Views

Last post by RetirementClass2021
Wed Mar 29, 2023 3:11 pm
TIAA fixed period variable annuity as bridge to Social Security

Last post by CloseEnough « Wed Mar 29, 2023 3:08 pm
Replies: 18
by theroad23 » Sun Mar 26, 2023 10:55 am

18 Replies

1680 Views

Last post by CloseEnough
Wed Mar 29, 2023 3:08 pm
Portfolio Suggestions

Last post by Doctor Rhythm « Wed Mar 29, 2023 3:06 pm
Replies: 9
by LifeIsGood » Tue Mar 28, 2023 5:51 am

9 Replies

969 Views

Last post by Doctor Rhythm
Wed Mar 29, 2023 3:06 pm
European ETF funds

Last post by vrr106 « Wed Mar 29, 2023 2:34 pm
Replies: 5
by Nestegg_User » Tue Mar 28, 2023 2:49 pm

5 Replies

497 Views

Last post by vrr106
Wed Mar 29, 2023 2:34 pm
Zions Bancorporation

Last post by eddot98 « Wed Mar 29, 2023 2:25 pm
Replies: 20
by eddot98 » Tue Mar 28, 2023 2:50 pm

20 Replies

1663 Views

Last post by eddot98
Wed Mar 29, 2023 2:25 pm
Feedback on money market versus stable value

Last post by 1TheGame « Wed Mar 29, 2023 2:02 pm
Replies: 4
by Deblog » Wed Mar 29, 2023 10:09 am

4 Replies

382 Views

Last post by 1TheGame
Wed Mar 29, 2023 2:02 pm
Requirements for Terminating Solo 401k at Fidelity

Last post by HomeStretch « Wed Mar 29, 2023 1:37 pm
Replies: 1
by J295 » Wed Mar 29, 2023 1:33 pm

1 Replies

135 Views

Last post by HomeStretch
Wed Mar 29, 2023 1:37 pm
ACATS from Schwab -- re-use same account?

Last post by Blake7 « Wed Mar 29, 2023 1:30 pm
Replies: 3
by manlymatt83 » Wed Mar 29, 2023 9:56 am

3 Replies

316 Views

Last post by Blake7
Wed Mar 29, 2023 1:30 pm
Fidelity SPAXX vs Ally money market savings

Last post by androiddd « Wed Mar 29, 2023 1:25 pm
Replies: 5
by BBurki » Wed Mar 29, 2023 12:54 pm

5 Replies

523 Views

Last post by androiddd
Wed Mar 29, 2023 1:25 pm
Cds vs "IRA" Cds

Last post by mega317 « Wed Mar 29, 2023 1:14 pm
Replies: 2
by catnamedspot » Wed Mar 29, 2023 1:05 pm

2 Replies

226 Views

Last post by mega317
Wed Mar 29, 2023 1:14 pm
Divestment Strategy for Mom in Long-Term Care Facility

Last post by TN_Boy « Wed Mar 29, 2023 1:13 pm
Replies: 12
by Sandwich » Tue Mar 28, 2023 10:50 pm

12 Replies

1185 Views

Last post by TN_Boy
Wed Mar 29, 2023 1:13 pm
Covered calls to pay for car purchase?

Last post by Minderbinder « Wed Mar 29, 2023 12:35 pm
Replies: 46
by Paradise » Mon Mar 27, 2023 8:18 pm

46 Replies

3059 Views

Last post by Minderbinder
Wed Mar 29, 2023 12:35 pm
How do BH adjust the retirement expenses estimates over time?

Last post by makeitcount « Wed Mar 29, 2023 12:13 pm
Replies: 14
by TheTimeLord » Wed Mar 29, 2023 8:01 am

14 Replies

922 Views

Last post by makeitcount
Wed Mar 29, 2023 12:13 pm

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