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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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Last post by Alex Frakt
Fri Apr 24, 2020 2:46 am
Policies and Etiquette

Last post by Alex Frakt « Tue Jul 24, 2012 2:14 am

by Alex Frakt » Tue Jul 24, 2012 2:14 am

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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

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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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Last post by Laura
Sat Sep 22, 2007 7:53 pm
Review my Retirement Plan - Health Care, Taxes, Pension, SS

Last post by David Jay « Wed Apr 14, 2021 4:20 pm
Replies: 1
by Whitefalcon » Wed Apr 14, 2021 12:05 pm

1 Replies

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Last post by David Jay
Wed Apr 14, 2021 4:20 pm
Bond fund in taxable accounts (CA resident)

Last post by dumb_lucky_20 « Wed Apr 14, 2021 4:17 pm

by dumb_lucky_20 » Wed Apr 14, 2021 4:17 pm

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Last post by dumb_lucky_20
Wed Apr 14, 2021 4:17 pm
Portfolio Asset Allocation

Last post by 557880yvi « Wed Apr 14, 2021 4:17 pm
Replies: 6
by CloserEveryDay » Tue Apr 13, 2021 11:58 am

6 Replies

609 Views

Last post by 557880yvi
Wed Apr 14, 2021 4:17 pm
Looking for a place to put cash

Last post by retired@50 « Wed Apr 14, 2021 4:11 pm
Replies: 5
by ultraviolet » Wed Apr 14, 2021 2:45 pm

5 Replies

380 Views

Last post by retired@50
Wed Apr 14, 2021 4:11 pm
Should I start contributing to 529 / UTMA?

Last post by SSide1967 « Wed Apr 14, 2021 4:10 pm
Replies: 1
by dmash » Wed Apr 14, 2021 11:58 am

1 Replies

103 Views

Last post by SSide1967
Wed Apr 14, 2021 4:10 pm
Help diversifying 401k + personal investment account

Last post by ruralavalon « Wed Apr 14, 2021 4:10 pm
Replies: 3
by dappermuis » Wed Apr 14, 2021 1:26 pm

3 Replies

129 Views

Last post by ruralavalon
Wed Apr 14, 2021 4:10 pm
thinking about adding some REIT

Last post by arcticpineapplecorp. « Wed Apr 14, 2021 4:05 pm
Replies: 18
by sidwin516 » Wed Apr 14, 2021 1:53 pm

18 Replies

552 Views

Last post by arcticpineapplecorp.
Wed Apr 14, 2021 4:05 pm
Fired Financial Adviser - need advice for 70 yo mother

Last post by Bogle7 « Wed Apr 14, 2021 4:03 pm
Replies: 16
by LetsTalkMoney » Wed Apr 14, 2021 9:36 am

16 Replies

961 Views

Last post by Bogle7
Wed Apr 14, 2021 4:03 pm
Tax deferred balance, keep it at 403b or move it to IRA?

Last post by retiredjg « Wed Apr 14, 2021 3:53 pm
Replies: 16
by leviathan » Tue Apr 13, 2021 9:03 pm

16 Replies

806 Views

Last post by retiredjg
Wed Apr 14, 2021 3:53 pm
Is there any basis step up in a 1035 annuity exchange?

Last post by Katietsu « Wed Apr 14, 2021 3:48 pm
Replies: 9
by tominsc » Wed Apr 14, 2021 1:23 pm

9 Replies

271 Views

Last post by Katietsu
Wed Apr 14, 2021 3:48 pm
Value ETF

Last post by asif408 « Wed Apr 14, 2021 3:31 pm
Replies: 3
by al19059 » Wed Apr 14, 2021 2:48 pm

3 Replies

146 Views

Last post by asif408
Wed Apr 14, 2021 3:31 pm
Asking for portfolio feedback

Last post by dogagility « Wed Apr 14, 2021 3:25 pm
Replies: 9
by Katoswims » Mon Apr 12, 2021 9:33 pm

9 Replies

816 Views

Last post by dogagility
Wed Apr 14, 2021 3:25 pm
HELP! Mega Backdoor Roth

Last post by TierArtz « Wed Apr 14, 2021 3:22 pm
Replies: 9
by FunnelCakeBob » Fri Apr 09, 2021 12:49 pm

9 Replies

971 Views

Last post by TierArtz
Wed Apr 14, 2021 3:22 pm
Roth Conversion Pro-rata Question

Last post by Alan S. « Wed Apr 14, 2021 3:21 pm
Replies: 10
by Analgesia » Sat Apr 03, 2021 2:41 pm

10 Replies

597 Views

Last post by Alan S.
Wed Apr 14, 2021 3:21 pm
Alternative to Total Bond?

Last post by dbr « Wed Apr 14, 2021 2:51 pm
Replies: 42
by calliecake47 » Mon Apr 12, 2021 7:19 pm

42 Replies

3582 Views

Last post by dbr
Wed Apr 14, 2021 2:51 pm
Backdoor Roth conversions (Multiple accounts)

Last post by nolesrule « Wed Apr 14, 2021 2:51 pm
Replies: 1
by Gui0507 » Wed Apr 14, 2021 2:44 pm

1 Replies

79 Views

Last post by nolesrule
Wed Apr 14, 2021 2:51 pm
Portfolio Review - Need help extracting from Ameriprise

Last post by Duckie « Wed Apr 14, 2021 2:46 pm
Replies: 5
by PurpleTiger » Sun Apr 11, 2021 12:01 pm

5 Replies

627 Views

Last post by Duckie
Wed Apr 14, 2021 2:46 pm
Beginner: Vanguard Roth IRA questions

Last post by mariocarrillo « Wed Apr 14, 2021 2:37 pm
Replies: 8
by mariocarrillo » Sun Apr 11, 2021 1:04 pm

8 Replies

616 Views

Last post by mariocarrillo
Wed Apr 14, 2021 2:37 pm
How is your IRA held?

Last post by Alan S. « Wed Apr 14, 2021 2:37 pm
Replies: 4
by restingonmylaurels » Tue Apr 13, 2021 6:46 am

4 Replies

620 Views

Last post by Alan S.
Wed Apr 14, 2021 2:37 pm
How to find reinvested share price for ETF

Last post by livesoft « Wed Apr 14, 2021 2:25 pm
Replies: 4
by urban » Wed Apr 14, 2021 12:50 am

4 Replies

166 Views

Last post by livesoft
Wed Apr 14, 2021 2:25 pm
Where to invest 6k in Roth?

Last post by retired@50 « Wed Apr 14, 2021 2:21 pm
Replies: 12
by jack22 » Tue Apr 13, 2021 11:47 pm

12 Replies

985 Views

Last post by retired@50
Wed Apr 14, 2021 2:21 pm
Suggestions for 70 year old Retiree

Last post by go2run « Wed Apr 14, 2021 2:20 pm
Replies: 8
by go2run » Wed Apr 14, 2021 9:52 am

8 Replies

710 Views

Last post by go2run
Wed Apr 14, 2021 2:20 pm
Is my former Vang annuity money secure at Transamerica?

Last post by DarkHelmetII « Wed Apr 14, 2021 2:04 pm
Replies: 4
by tominsc » Wed Apr 14, 2021 1:13 pm

4 Replies

180 Views

Last post by DarkHelmetII
Wed Apr 14, 2021 2:04 pm
Planning a MAJOR rebalance of a Rollover 401(k)

Last post by miket29 « Wed Apr 14, 2021 1:35 pm
Replies: 3
by Grant1120 » Wed Apr 14, 2021 12:37 pm

3 Replies

156 Views

Last post by miket29
Wed Apr 14, 2021 1:35 pm
Most secure Two factor authentication out of Fidelity, Vanguard, Charles Schwab?

Last post by illumination « Wed Apr 14, 2021 1:20 pm
Replies: 3
by slamfire » Wed Apr 14, 2021 11:50 am

3 Replies

323 Views

Last post by illumination
Wed Apr 14, 2021 1:20 pm
Single, 32, 1M stock in Taxable/ROTH, should 350k bond in T-IRA be moved to 2040 Target Date?

Last post by DSBH « Wed Apr 14, 2021 1:13 pm
Replies: 11
by DSBH » Mon Mar 29, 2021 12:04 pm

11 Replies

977 Views

Last post by DSBH
Wed Apr 14, 2021 1:13 pm
Asset Allocation for 75 year old mom

Last post by Stinky « Wed Apr 14, 2021 1:11 pm
Replies: 14
by tcibound » Tue Apr 13, 2021 6:38 pm

14 Replies

1183 Views

Last post by Stinky
Wed Apr 14, 2021 1:11 pm
Series EE Bonds

Last post by masteraleph « Wed Apr 14, 2021 1:02 pm
Replies: 3
by jes58 » Wed Apr 14, 2021 12:36 pm

3 Replies

255 Views

Last post by masteraleph
Wed Apr 14, 2021 1:02 pm
Vanguard Annuity Transition to Transamerica

Last post by pascalwager « Wed Apr 14, 2021 12:58 pm
Replies: 190
by Broken Man 1999 » Mon Dec 07, 2020 9:55 am
1

2

3

4
190 Replies

14363 Views

Last post by pascalwager
Wed Apr 14, 2021 12:58 pm
Portfolio update/re-balance, 33 yo female

Last post by scommander7 « Wed Apr 14, 2021 12:47 pm
Replies: 12
by scommander7 » Sun Apr 11, 2021 5:58 am

12 Replies

1300 Views

Last post by scommander7
Wed Apr 14, 2021 12:47 pm
cost basis for a covered call

Last post by livesoft « Wed Apr 14, 2021 12:44 pm
Replies: 3
by viewer0 » Wed Apr 14, 2021 8:45 am

3 Replies

200 Views

Last post by livesoft
Wed Apr 14, 2021 12:44 pm
Post Purchase Taxable Strategy

Last post by aristotelian « Wed Apr 14, 2021 12:29 pm
Replies: 3
by socialforums2019 » Wed Apr 14, 2021 8:21 am

3 Replies

251 Views

Last post by aristotelian
Wed Apr 14, 2021 12:29 pm
Emergency (oh my God fund)

Last post by SanAntionetta « Wed Apr 14, 2021 12:29 pm
Replies: 45
by NabSh » Mon Apr 12, 2021 7:18 pm

45 Replies

4431 Views

Last post by SanAntionetta
Wed Apr 14, 2021 12:29 pm
Which would you do with a small windfall? Pay remaining mortgage or 3-fund it?

Last post by Orange_Philosophy « Wed Apr 14, 2021 12:17 pm
Replies: 45
by Orange_Philosophy » Mon Apr 12, 2021 1:43 pm

45 Replies

3508 Views

Last post by Orange_Philosophy
Wed Apr 14, 2021 12:17 pm
The portfolio of a young mind

Last post by Always passive « Wed Apr 14, 2021 12:14 pm
Replies: 10
by Always passive » Wed Apr 14, 2021 2:34 am

10 Replies

1176 Views

Last post by Always passive
Wed Apr 14, 2021 12:14 pm
529 plans and individual stock picking

Last post by gobel « Wed Apr 14, 2021 12:12 pm
Replies: 3
by WarAdmiral » Wed Apr 14, 2021 9:40 am

3 Replies

167 Views

Last post by gobel
Wed Apr 14, 2021 12:12 pm
Should I roll old 401k or not

Last post by LadyGeek « Wed Apr 14, 2021 11:50 am
Replies: 16
by stocknoob4111 » Mon Apr 12, 2021 11:06 am

16 Replies

1011 Views

Last post by LadyGeek
Wed Apr 14, 2021 11:50 am
ETF For Cybercurrency If Asset Class

Last post by dukeblue219 « Wed Apr 14, 2021 11:49 am
Replies: 26
by Leesbro63 » Mon Apr 12, 2021 8:54 am

26 Replies

1600 Views

Last post by dukeblue219
Wed Apr 14, 2021 11:49 am
Monte Carlo Simulation Clarification

Last post by Seasonal « Wed Apr 14, 2021 11:42 am
Replies: 4
by dfin » Wed Apr 14, 2021 8:42 am

4 Replies

339 Views

Last post by Seasonal
Wed Apr 14, 2021 11:42 am
Prioritizing investments

Last post by ruralavalon « Wed Apr 14, 2021 11:02 am
Replies: 5
by Jlac2016 » Tue Apr 13, 2021 4:27 pm

5 Replies

600 Views

Last post by ruralavalon
Wed Apr 14, 2021 11:02 am
Backdoor Roth - additional forms needed other than 8606?

Last post by Alan S. « Wed Apr 14, 2021 10:39 am
Replies: 1
by eltron » Wed Apr 14, 2021 9:16 am

1 Replies

142 Views

Last post by Alan S.
Wed Apr 14, 2021 10:39 am
Taxes: withdrawing from my Bond ETF fund??

Last post by livesoft « Wed Apr 14, 2021 10:30 am
Replies: 12
by albireo13 » Wed Apr 14, 2021 9:16 am

12 Replies

338 Views

Last post by livesoft
Wed Apr 14, 2021 10:30 am
Will Inflation pay off my home?

Last post by Californiastate « Wed Apr 14, 2021 10:01 am
Replies: 14
by m@ver1ck » Tue Apr 13, 2021 9:28 pm

14 Replies

1860 Views

Last post by Californiastate
Wed Apr 14, 2021 10:01 am
HELOC on investment property not allowed??

Last post by manuvns « Wed Apr 14, 2021 9:57 am
Replies: 26
by jack22 » Fri Mar 26, 2021 4:19 pm

26 Replies

1748 Views

Last post by manuvns
Wed Apr 14, 2021 9:57 am
Help with advising sister who's husband just passed.

Last post by billfromct « Wed Apr 14, 2021 9:48 am
Replies: 17
by jsm1708 » Tue Apr 13, 2021 7:54 pm

17 Replies

1688 Views

Last post by billfromct
Wed Apr 14, 2021 9:48 am
Roth Conversion - CT withholding - Etrade

Last post by pshonore « Wed Apr 14, 2021 9:22 am
Replies: 2
by pop77 » Wed Apr 14, 2021 8:18 am

2 Replies

142 Views

Last post by pshonore
Wed Apr 14, 2021 9:22 am
Getting Rid of Old Investments

Last post by Samcdonough « Wed Apr 14, 2021 8:31 am
Replies: 6
by Samcdonough » Tue Apr 13, 2021 4:12 pm

6 Replies

791 Views

Last post by Samcdonough
Wed Apr 14, 2021 8:31 am
BlackRock LifePath Index 2050 Fund to 70/30 FSKAX/FTIHX

Last post by ForTheLongHaul « Wed Apr 14, 2021 8:31 am
Replies: 5
by ilikeshreddingmail » Wed Apr 14, 2021 4:49 am

5 Replies

423 Views

Last post by ForTheLongHaul
Wed Apr 14, 2021 8:31 am

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