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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

619365 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

576456 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
Divestment Strategy for Mom in Long-Term Care Facility

Last post by HomeStretch « Thu Mar 30, 2023 8:27 am
Replies: 15
by Sandwich » Tue Mar 28, 2023 10:50 pm

15 Replies

1500 Views

Last post by HomeStretch
Thu Mar 30, 2023 8:27 am
Treasury MM vs Treasury Bills

Last post by JoMoney « Thu Mar 30, 2023 7:59 am
Replies: 7
by Bimmer » Wed Mar 29, 2023 10:05 pm

7 Replies

1050 Views

Last post by JoMoney
Thu Mar 30, 2023 7:59 am
Portfolio after reading here.

Last post by retiredjg « Thu Mar 30, 2023 7:55 am
Replies: 31
by KellyInBaconville » Tue Mar 21, 2023 5:40 am

31 Replies

1844 Views

Last post by retiredjg
Thu Mar 30, 2023 7:55 am
Edward Jones Closed Account vs Schwab 3 Fund Account Performance

Last post by robphoto « Thu Mar 30, 2023 7:51 am
Replies: 12
by estrellamts » Wed Mar 29, 2023 3:37 pm

12 Replies

1391 Views

Last post by robphoto
Thu Mar 30, 2023 7:51 am
Roth Conversion in Retirement

Last post by smitcat « Thu Mar 30, 2023 7:46 am
Replies: 47
by brak » Fri Oct 22, 2021 9:40 am

47 Replies

7055 Views

Last post by smitcat
Thu Mar 30, 2023 7:46 am
Cannot Rollover just Roth 401(k) to Roth IRA?

Last post by HomeStretch « Thu Mar 30, 2023 7:43 am
Replies: 2
by mrken » Thu Mar 30, 2023 2:22 am

2 Replies

235 Views

Last post by HomeStretch
Thu Mar 30, 2023 7:43 am
TIAA fixed period variable annuity as bridge to Social Security

Last post by CloseEnough « Thu Mar 30, 2023 7:40 am
Replies: 20
by theroad23 » Sun Mar 26, 2023 10:55 am

20 Replies

1809 Views

Last post by CloseEnough
Thu Mar 30, 2023 7:40 am
How do you send money from a Business account to a Solo 401K account ( EFT is not allowed directly )?

Last post by Wiggums « Thu Mar 30, 2023 7:28 am
Replies: 5
by njay73 » Thu Mar 30, 2023 6:16 am

5 Replies

253 Views

Last post by Wiggums
Thu Mar 30, 2023 7:28 am
All Weather Portfolio

Last post by Varsh « Thu Mar 30, 2023 7:10 am
Replies: 2
by captmorgan50 » Wed Mar 29, 2023 8:59 pm

2 Replies

587 Views

Last post by Varsh
Thu Mar 30, 2023 7:10 am
Bond

Last post by GMCZ71 « Thu Mar 30, 2023 6:41 am
Replies: 12
by mudd » Wed Mar 29, 2023 8:34 pm

12 Replies

819 Views

Last post by GMCZ71
Thu Mar 30, 2023 6:41 am
Why not always take debt if it’s sub 4% / SWR discussion

Last post by kd2008 « Thu Mar 30, 2023 6:05 am
Replies: 26
by LFKB » Wed Mar 29, 2023 7:50 pm

26 Replies

1801 Views

Last post by kd2008
Thu Mar 30, 2023 6:05 am
How much do you keep in true cash vs cash equivalents?

Last post by Dave55 « Thu Mar 30, 2023 5:54 am
Replies: 55
by aboose » Wed Mar 29, 2023 6:14 pm
1

2
55 Replies

3276 Views

Last post by Dave55
Thu Mar 30, 2023 5:54 am
Annuitization Conundrum – are we cheating ourselves?

Last post by dogagility « Thu Mar 30, 2023 5:41 am
Replies: 9
by bikechuck » Wed Mar 29, 2023 2:31 pm

9 Replies

1303 Views

Last post by dogagility
Thu Mar 30, 2023 5:41 am
Re-balancing account via withdrawals.

Last post by Motostash « Thu Mar 30, 2023 5:31 am
Replies: 3
by widow23 » Tue Mar 28, 2023 3:20 pm

3 Replies

434 Views

Last post by Motostash
Thu Mar 30, 2023 5:31 am
Close direct indexing SMA now or wait

Last post by stockartie « Thu Mar 30, 2023 4:23 am

by stockartie » Thu Mar 30, 2023 4:23 am

0 Replies

70 Views

Last post by stockartie
Thu Mar 30, 2023 4:23 am
Cds vs "IRA" Cds

Last post by placeholder « Thu Mar 30, 2023 1:08 am
Replies: 3
by catnamedspot » Wed Mar 29, 2023 1:05 pm

3 Replies

433 Views

Last post by placeholder
Thu Mar 30, 2023 1:08 am
At what loan percentage should I pay off real estate?

Last post by khodge « Thu Mar 30, 2023 12:28 am
Replies: 3
by grandnexus » Wed Mar 29, 2023 11:13 pm

3 Replies

456 Views

Last post by khodge
Thu Mar 30, 2023 12:28 am
Transfer inherited IRA to Roth IRA and be done with it?

Last post by VanGar+Goyle « Thu Mar 30, 2023 12:28 am
Replies: 17
by baconavocado » Tue Mar 28, 2023 10:59 pm

17 Replies

1499 Views

Last post by VanGar+Goyle
Thu Mar 30, 2023 12:28 am
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

4305 Views

Last post by LFKB
Wed Mar 29, 2023 11:30 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

768 Views

Last post by JoMoney
Wed Mar 29, 2023 10:37 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
1

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26

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30
1489 Replies

160508 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

774 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

1621 Views

Last post by Navillus1968
Wed Mar 29, 2023 10:17 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

517 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

1953 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

789 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

1105 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

3257 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

1628 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

143 Views

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

101 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

760 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

2089 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

1334 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

737 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

2831 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

337 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

4364 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

106 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

420 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

5735 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

3612 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

4064 Views

Last post by RetirementClass2021
Wed Mar 29, 2023 3:11 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

1008 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

522 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

1713 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

415 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

159 Views

Last post by HomeStretch
Wed Mar 29, 2023 1:37 pm

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