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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

619465 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

576509 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
Vanguard doesn’t let you buy fractional shares of ETFs?

Last post by gtrplayer « Fri Mar 31, 2023 11:22 am
Replies: 35
by passive101 » Fri Jan 27, 2023 10:42 am

35 Replies

2483 Views

Last post by gtrplayer
Fri Mar 31, 2023 11:22 am
Gifting Brokerage Account

Last post by Navillus1968 « Fri Mar 31, 2023 11:06 am
Replies: 30
by 6d1v7x3 » Thu Mar 16, 2023 8:14 pm

30 Replies

2153 Views

Last post by Navillus1968
Fri Mar 31, 2023 11:06 am
Using IRA for donations instead of Roth conversion

Last post by BL « Fri Mar 31, 2023 11:06 am
Replies: 3
by RunswithJocko » Fri Mar 31, 2023 9:25 am

3 Replies

181 Views

Last post by BL
Fri Mar 31, 2023 11:06 am
Portfolio/Retirement Checkup; Input Requested!

Last post by Outer Marker « Fri Mar 31, 2023 11:03 am
Replies: 3
by daheld » Fri Mar 31, 2023 9:45 am

3 Replies

195 Views

Last post by Outer Marker
Fri Mar 31, 2023 11:03 am
RMDs for ex-wife in inherited account.

Last post by Katietsu « Fri Mar 31, 2023 10:53 am
Replies: 22
by ruralavalon » Tue Mar 28, 2023 1:52 pm

22 Replies

2030 Views

Last post by Katietsu
Fri Mar 31, 2023 10:53 am
ROTH contributions early withdrawal

Last post by Hastur « Fri Mar 31, 2023 10:48 am
Replies: 2
by Hastur » Fri Mar 31, 2023 10:38 am

2 Replies

119 Views

Last post by Hastur
Fri Mar 31, 2023 10:48 am
Rebalancing to less risk question

Last post by delamer « Fri Mar 31, 2023 10:47 am
Replies: 11
by Stillwater1971 » Thu Mar 30, 2023 1:53 pm

11 Replies

791 Views

Last post by delamer
Fri Mar 31, 2023 10:47 am
Is it ok to park some Emergency Fund in Vanguard VMFXX?

Last post by bhjjk19 « Fri Mar 31, 2023 10:36 am
Replies: 51
by lepa71 » Tue Mar 21, 2023 9:18 am
1

2
51 Replies

5447 Views

Last post by bhjjk19
Fri Mar 31, 2023 10:36 am
In lieu of Roth conversions...what about spending some of my IRA?

Last post by Peter Foley « Fri Mar 31, 2023 10:27 am
Replies: 13
by daacrusher2001 » Thu Mar 30, 2023 9:24 pm

13 Replies

1216 Views

Last post by Peter Foley
Fri Mar 31, 2023 10:27 am
Bond

Last post by mudd « Fri Mar 31, 2023 10:25 am
Replies: 20
by mudd » Wed Mar 29, 2023 8:34 pm

20 Replies

1595 Views

Last post by mudd
Fri Mar 31, 2023 10:25 am
Investing in VT

Last post by Artsdoctor « Fri Mar 31, 2023 10:25 am
Replies: 13
by longshower024 » Fri Mar 31, 2023 12:51 am

13 Replies

1108 Views

Last post by Artsdoctor
Fri Mar 31, 2023 10:25 am
Why not always take debt if it’s sub 4% / SWR discussion

Last post by TheTimeLord « Fri Mar 31, 2023 10:24 am
Replies: 58
by LFKB » Wed Mar 29, 2023 7:50 pm
1

2
58 Replies

4061 Views

Last post by TheTimeLord
Fri Mar 31, 2023 10:24 am
401k advice for 28 yr old

Last post by ruralavalon « Fri Mar 31, 2023 10:20 am
Replies: 8
by maggi26 » Thu Mar 30, 2023 4:07 pm

8 Replies

763 Views

Last post by ruralavalon
Fri Mar 31, 2023 10:20 am
Vanguard Over Fidelity Just For Better Muni Funds?

Last post by Artsdoctor « Fri Mar 31, 2023 10:18 am
Replies: 59
by zero_coupon » Mon Jun 06, 2022 9:16 pm
1

2
59 Replies

7639 Views

Last post by Artsdoctor
Fri Mar 31, 2023 10:18 am
RMDs on Inherited Accounts

Last post by Alan S. « Fri Mar 31, 2023 10:10 am
Replies: 28
by rich126 » Tue Mar 21, 2023 11:59 am

28 Replies

3051 Views

Last post by Alan S.
Fri Mar 31, 2023 10:10 am
TIAA (liquid) annuity question

Last post by tibbitts « Fri Mar 31, 2023 10:01 am
Replies: 32
by Owlette678 » Thu Mar 02, 2023 10:54 pm

32 Replies

2088 Views

Last post by tibbitts
Fri Mar 31, 2023 10:01 am
I could use some help determining if I should start Roth conversions

Last post by smitcat « Fri Mar 31, 2023 9:36 am
Replies: 31
by daacrusher2001 » Mon Mar 20, 2023 7:54 pm

31 Replies

3259 Views

Last post by smitcat
Fri Mar 31, 2023 9:36 am
How much to allocate towards retirement at 25 years old

Last post by smitcat « Fri Mar 31, 2023 9:20 am
Replies: 54
by muitu » Tue Mar 28, 2023 2:40 pm
1

2
54 Replies

4041 Views

Last post by smitcat
Fri Mar 31, 2023 9:20 am
Good chance of a layoff in the next month, should I max out my mega backdoor Roth?

Last post by CletusCaddy « Fri Mar 31, 2023 9:18 am
Replies: 5
by Pinacoladapopsicle » Fri Mar 31, 2023 8:23 am

5 Replies

434 Views

Last post by CletusCaddy
Fri Mar 31, 2023 9:18 am
Best state to open an ABLE account in?

Last post by mrsbetsy « Fri Mar 31, 2023 9:16 am
Replies: 5
by bigh2023 » Thu Mar 30, 2023 7:02 pm

5 Replies

378 Views

Last post by mrsbetsy
Fri Mar 31, 2023 9:16 am
Do I sell the business to PE or not?

Last post by youngsters « Fri Mar 31, 2023 8:46 am
Replies: 53
by bws600 » Mon Mar 27, 2023 6:04 pm
1

2
53 Replies

4643 Views

Last post by youngsters
Fri Mar 31, 2023 8:46 am
TIPS vs Nominal Treasury spread

Last post by Tom_T « Fri Mar 31, 2023 7:49 am
Replies: 2
by Chip Shot » Fri Mar 31, 2023 6:54 am

2 Replies

226 Views

Last post by Tom_T
Fri Mar 31, 2023 7:49 am
I did it, Goodbye Edward Jones

Last post by student « Fri Mar 31, 2023 7:49 am
Replies: 56
by Shooting4Sixty » Fri Mar 17, 2023 2:15 pm
1

2
56 Replies

7264 Views

Last post by student
Fri Mar 31, 2023 7:49 am
Cannot Rollover just Roth 401(k) to Roth IRA?

Last post by AnEngineer « Fri Mar 31, 2023 7:22 am
Replies: 7
by mrken » Thu Mar 30, 2023 2:22 am

7 Replies

884 Views

Last post by AnEngineer
Fri Mar 31, 2023 7:22 am
Specific example: Roth IRA 5 year rule

Last post by Silk McCue « Fri Mar 31, 2023 7:05 am
Replies: 1
by MrLoco » Fri Mar 31, 2023 6:37 am

1 Replies

180 Views

Last post by Silk McCue
Fri Mar 31, 2023 7:05 am
Moving On From UBS; Advice Needed On Retirement Accounts

Last post by Stinky « Fri Mar 31, 2023 7:00 am
Replies: 17
by Rosie59 » Sat Mar 25, 2023 4:09 pm

17 Replies

1447 Views

Last post by Stinky
Fri Mar 31, 2023 7:00 am
Annuitization Conundrum – are we cheating ourselves?

Last post by Valuethinker « Fri Mar 31, 2023 4:57 am
Replies: 12
by bikechuck » Wed Mar 29, 2023 2:31 pm

12 Replies

1897 Views

Last post by Valuethinker
Fri Mar 31, 2023 4:57 am
26 week tbills or 52 week?

Last post by Klute « Fri Mar 31, 2023 1:05 am
Replies: 11
by Klute » Thu Mar 30, 2023 12:26 pm

11 Replies

1703 Views

Last post by Klute
Fri Mar 31, 2023 1:05 am
How much do you keep in true cash vs cash equivalents?

Last post by Marseille07 « Fri Mar 31, 2023 12:15 am
Replies: 59
by aboose » Wed Mar 29, 2023 6:14 pm
1

2
59 Replies

4268 Views

Last post by Marseille07
Fri Mar 31, 2023 12:15 am
Convert 401k to IRA

Last post by Retirednurse « Thu Mar 30, 2023 11:58 pm
Replies: 37
by Retirednurse » Sat Mar 25, 2023 4:20 pm

37 Replies

3131 Views

Last post by Retirednurse
Thu Mar 30, 2023 11:58 pm
Backdoor Roth dynamics: after tax dollars, the pro-rata rule, and employer plan

Last post by placeholder « Thu Mar 30, 2023 10:07 pm
Replies: 5
by godatadog » Wed Mar 29, 2023 4:52 pm

5 Replies

527 Views

Last post by placeholder
Thu Mar 30, 2023 10:07 pm
UGMA accounts

Last post by Lee_WSP « Thu Mar 30, 2023 9:49 pm
Replies: 5
by DCA2021 » Thu Mar 30, 2023 2:30 pm

5 Replies

467 Views

Last post by Lee_WSP
Thu Mar 30, 2023 9:49 pm
Merrill Edge Cost Basis Method

Last post by placeholder « Thu Mar 30, 2023 9:15 pm
Replies: 4
by stilllurking » Thu Mar 30, 2023 5:20 pm

4 Replies

380 Views

Last post by placeholder
Thu Mar 30, 2023 9:15 pm
At what loan percentage should I pay off real estate?

Last post by RedDog « Thu Mar 30, 2023 8:57 pm
Replies: 13
by grandnexus » Wed Mar 29, 2023 11:13 pm

13 Replies

1419 Views

Last post by RedDog
Thu Mar 30, 2023 8:57 pm
Understanding Yield on Bond ETFs

Last post by Beensabu « Thu Mar 30, 2023 8:42 pm
Replies: 4
by oakbluffs » Thu Mar 30, 2023 4:48 pm

4 Replies

442 Views

Last post by Beensabu
Thu Mar 30, 2023 8:42 pm
experience with JP Morgan Self-Directed Investing?

Last post by techbud « Thu Mar 30, 2023 8:01 pm
Replies: 70
by Nyc10036 » Wed Jul 20, 2022 8:47 am
1

2
70 Replies

7898 Views

Last post by techbud
Thu Mar 30, 2023 8:01 pm
Vanguard Cash Deposit and FDIC

Last post by barelybarefoot « Thu Mar 30, 2023 7:51 pm
Replies: 4
by winterhascome » Mon Mar 27, 2023 2:36 pm

4 Replies

1149 Views

Last post by barelybarefoot
Thu Mar 30, 2023 7:51 pm
Help me determine how to deploy intermediate-term assets

Last post by 41fan « Thu Mar 30, 2023 7:22 pm
Replies: 2
by 41fan » Thu Mar 30, 2023 3:04 pm

2 Replies

311 Views

Last post by 41fan
Thu Mar 30, 2023 7:22 pm
Cost basis question

Last post by placeholder « Thu Mar 30, 2023 6:26 pm
Replies: 34
by Basel Hodge » Sun Mar 26, 2023 12:02 pm

34 Replies

2585 Views

Last post by placeholder
Thu Mar 30, 2023 6:26 pm
401k Rollover Issue

Last post by mmmmbrisket « Thu Mar 30, 2023 6:24 pm
Replies: 2
by mmmmbrisket » Tue Mar 28, 2023 10:18 pm

2 Replies

397 Views

Last post by mmmmbrisket
Thu Mar 30, 2023 6:24 pm
Equivalent Ticker Symbol I can Buy that on TDameritrade to VUSXX?

Last post by LotsaGray « Thu Mar 30, 2023 5:48 pm
Replies: 8
by sjl333 » Mon Mar 06, 2023 10:06 am

8 Replies

813 Views

Last post by LotsaGray
Thu Mar 30, 2023 5:48 pm
Missed 2022 RMD

Last post by Alan S. « Thu Mar 30, 2023 5:36 pm
Replies: 4
by fmhealth » Mon Mar 27, 2023 8:54 pm

4 Replies

928 Views

Last post by Alan S.
Thu Mar 30, 2023 5:36 pm
50/50 VDIGX (Dividend Income), VWELX (Wellington) in IRA?

Last post by tibbitts « Thu Mar 30, 2023 5:32 pm
Replies: 18
by gregger » Wed Mar 29, 2023 2:08 pm

18 Replies

1491 Views

Last post by tibbitts
Thu Mar 30, 2023 5:32 pm
Question about my international fund options

Last post by spencer99 « Thu Mar 30, 2023 5:20 pm
Replies: 2
by spencer99 » Thu Mar 30, 2023 5:12 pm

2 Replies

181 Views

Last post by spencer99
Thu Mar 30, 2023 5:20 pm
Portfolio after reading here.

Last post by KellyInBaconville « Thu Mar 30, 2023 5:16 pm
Replies: 34
by KellyInBaconville » Tue Mar 21, 2023 5:40 am

34 Replies

2476 Views

Last post by KellyInBaconville
Thu Mar 30, 2023 5:16 pm
How to handle taxes on Taxable Investment Account

Last post by jebmke « Thu Mar 30, 2023 4:40 pm
Replies: 4
by sprocketnose » Thu Mar 30, 2023 11:14 am

4 Replies

585 Views

Last post by jebmke
Thu Mar 30, 2023 4:40 pm
Close direct indexing SMA now or wait

Last post by stockartie « Thu Mar 30, 2023 3:52 pm
Replies: 5
by stockartie » Thu Mar 30, 2023 4:23 am

5 Replies

379 Views

Last post by stockartie
Thu Mar 30, 2023 3:52 pm
Roth 457b vs brokerage

Last post by empiricist « Thu Mar 30, 2023 3:21 pm
Replies: 4
by Enginerd90 » Thu Mar 30, 2023 11:09 am

4 Replies

384 Views

Last post by empiricist
Thu Mar 30, 2023 3:21 pm

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