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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

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
transfer betterment to vanguard?

Last post by bstewie « Sun Apr 11, 2021 9:10 pm
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by bstewie » Sat Apr 10, 2021 2:36 pm

11 Replies

807 Views

Last post by bstewie
Sun Apr 11, 2021 9:10 pm
Mortgage Payoff vs Taxable Account - What else should I consider?

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by Scooter K » Sun Apr 11, 2021 5:19 pm

16 Replies

823 Views

Last post by Scooter K
Sun Apr 11, 2021 9:09 pm
Creating revocable trust just for buying I Bonds?

Last post by Katietsu « Sun Apr 11, 2021 9:04 pm
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by BrokerageZelda » Sat Apr 10, 2021 11:02 am

17 Replies

1115 Views

Last post by Katietsu
Sun Apr 11, 2021 9:04 pm
my first Vanguard rebalance

Last post by bfeenix44 « Sun Apr 11, 2021 9:03 pm
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by bfeenix44 » Sat Apr 10, 2021 4:20 pm

10 Replies

1002 Views

Last post by bfeenix44
Sun Apr 11, 2021 9:03 pm
Mixing Bogle and Ramsey to build my portfolio

Last post by lmpmd « Sun Apr 11, 2021 9:03 pm
Replies: 75
by flaman » Fri Apr 09, 2021 12:26 pm
1

2
75 Replies

5929 Views

Last post by lmpmd
Sun Apr 11, 2021 9:03 pm
I cant find anything better than S&P

Last post by newyorker « Sun Apr 11, 2021 9:01 pm
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by newyorker » Thu Apr 08, 2021 10:49 pm
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2
59 Replies

4692 Views

Last post by newyorker
Sun Apr 11, 2021 9:01 pm
Paying taxes on CG when estimated taxes are required

Last post by gobel « Sun Apr 11, 2021 9:00 pm
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by TheDogFather » Sun Apr 11, 2021 8:10 pm

5 Replies

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Last post by gobel
Sun Apr 11, 2021 9:00 pm
american funds cost basis accounting

Last post by stan1 « Sun Apr 11, 2021 8:56 pm
Replies: 4
by rotLobster » Sun Apr 11, 2021 8:29 pm

4 Replies

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Last post by stan1
Sun Apr 11, 2021 8:56 pm
Roth Conversion: small or large - which makes sense?

Last post by celia « Sun Apr 11, 2021 8:56 pm
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by SmilingSally » Sun Apr 04, 2021 9:40 am

10 Replies

1056 Views

Last post by celia
Sun Apr 11, 2021 8:56 pm
Life Savings in Cash--Need Advice

Last post by Bandit329 « Sun Apr 11, 2021 8:54 pm
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by Bandit329 » Fri Apr 09, 2021 2:21 pm

25 Replies

3636 Views

Last post by Bandit329
Sun Apr 11, 2021 8:54 pm
Partial rollover of current 401k to Vanguard

Last post by Alan S. « Sun Apr 11, 2021 8:50 pm
Replies: 3
by Retired soon » Sun Apr 11, 2021 10:00 am

3 Replies

270 Views

Last post by Alan S.
Sun Apr 11, 2021 8:50 pm
H1B visa holder with Green card is in process. How should I plan for my retirement

Last post by avidlearner « Sun Apr 11, 2021 8:49 pm
Replies: 3
by nikitash » Sun Apr 11, 2021 8:11 pm

3 Replies

151 Views

Last post by avidlearner
Sun Apr 11, 2021 8:49 pm
Looking for tool to manage multiple accounts, rebalance, help with taxes and planning

Last post by stan1 « Sun Apr 11, 2021 8:42 pm
Replies: 3
by kingcrimson » Sun Apr 11, 2021 10:40 am

3 Replies

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Last post by stan1
Sun Apr 11, 2021 8:42 pm
AVUS vs VTI in taxable?

Last post by 000 « Sun Apr 11, 2021 8:32 pm
Replies: 2
by brademac » Sun Apr 11, 2021 8:12 pm

2 Replies

207 Views

Last post by 000
Sun Apr 11, 2021 8:32 pm
Multiple Accounts Asset Allocation

Last post by Duckie « Sun Apr 11, 2021 8:28 pm
Replies: 1
by IM_MM » Sun Apr 11, 2021 7:02 pm

1 Replies

102 Views

Last post by Duckie
Sun Apr 11, 2021 8:28 pm
Invest in After-Tax Brokerage Account or Take Student Loan?

Last post by careerdata « Sun Apr 11, 2021 8:14 pm
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by careerdata » Sun Apr 11, 2021 4:51 pm

14 Replies

500 Views

Last post by careerdata
Sun Apr 11, 2021 8:14 pm
NY Saves 529 AA for teens

Last post by csei21 « Sun Apr 11, 2021 8:13 pm

by csei21 » Sun Apr 11, 2021 8:13 pm

0 Replies

97 Views

Last post by csei21
Sun Apr 11, 2021 8:13 pm
Required minimum distributions: All to QCDs vs. ROTH conversions

Last post by earlyout « Sun Apr 11, 2021 8:06 pm
Replies: 3
by conundrum » Sun Apr 11, 2021 7:50 pm

3 Replies

161 Views

Last post by earlyout
Sun Apr 11, 2021 8:06 pm
I Bonds

Last post by youraveragejoe « Sun Apr 11, 2021 7:57 pm
Replies: 38
by Rjs » Sun Apr 11, 2021 2:47 am

38 Replies

2517 Views

Last post by youraveragejoe
Sun Apr 11, 2021 7:57 pm
Simplicity over Small Cap Value

Last post by Outer Marker « Sun Apr 11, 2021 7:44 pm
Replies: 75
by investingforbank » Wed Apr 07, 2021 1:51 pm
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2
75 Replies

4816 Views

Last post by Outer Marker
Sun Apr 11, 2021 7:44 pm
RPM Suggests Lower Roth Conversion is Better?

Last post by celia « Sun Apr 11, 2021 7:33 pm
Replies: 10
by Rose » Sun Apr 04, 2021 5:08 pm

10 Replies

1558 Views

Last post by celia
Sun Apr 11, 2021 7:33 pm
Effective tax rate 40%+ Sanity check on strategy for tax efficient investing

Last post by Outer Marker « Sun Apr 11, 2021 7:29 pm
Replies: 51
by ltv » Sat Apr 10, 2021 2:40 pm
1

2
51 Replies

3490 Views

Last post by Outer Marker
Sun Apr 11, 2021 7:29 pm
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Last post by mikeyzito22 « Sun Apr 11, 2021 7:11 pm
Replies: 9
by mikeyzito22 » Fri Apr 09, 2021 4:33 pm

9 Replies

1163 Views

Last post by mikeyzito22
Sun Apr 11, 2021 7:11 pm
Taking over in-law's retirement accounts, advice on strategy

Last post by rossington « Sun Apr 11, 2021 7:00 pm
Replies: 7
by Rd123123 » Sun Apr 11, 2021 1:19 pm

7 Replies

744 Views

Last post by rossington
Sun Apr 11, 2021 7:00 pm
Thank You

Last post by investingforbank « Sun Apr 11, 2021 7:00 pm

by investingforbank » Sun Apr 11, 2021 7:00 pm

0 Replies

240 Views

Last post by investingforbank
Sun Apr 11, 2021 7:00 pm
Portfolio Review - Need help extracting from Ameriprise

Last post by jimkinny « Sun Apr 11, 2021 7:00 pm
Replies: 3
by PurpleTiger » Sun Apr 11, 2021 12:01 pm

3 Replies

348 Views

Last post by jimkinny
Sun Apr 11, 2021 7:00 pm
question about opening a TIAA Brokerage account?

Last post by Katietsu « Sun Apr 11, 2021 6:45 pm
Replies: 13
by ProfessorX » Sun Apr 11, 2021 10:56 am

13 Replies

575 Views

Last post by Katietsu
Sun Apr 11, 2021 6:45 pm
Adding a bond index fund to taxable to replace HYS, and the rebalancing after

Last post by BruinBones « Sun Apr 11, 2021 6:39 pm
Replies: 2
by persona4826 » Sun Apr 11, 2021 6:19 pm

2 Replies

157 Views

Last post by BruinBones
Sun Apr 11, 2021 6:39 pm
HELP - How to Allocate $5M in retirement funds

Last post by Lawyerd « Sun Apr 11, 2021 6:30 pm
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by mhsiao45 » Wed Apr 07, 2021 11:33 pm

19 Replies

2991 Views

Last post by Lawyerd
Sun Apr 11, 2021 6:30 pm
Trying to use TurboTax to amend 2019 return due to excess Roth contribution. Ugh.

Last post by CAsage « Sun Apr 11, 2021 5:56 pm
Replies: 3
by OffgridSooz » Sun Apr 11, 2021 4:19 pm

3 Replies

205 Views

Last post by CAsage
Sun Apr 11, 2021 5:56 pm
Finally read the Little Book of Common Sense Investing...

Last post by BV3273 « Sun Apr 11, 2021 5:37 pm
Replies: 8
by BV3273 » Sun Apr 11, 2021 1:02 pm

8 Replies

910 Views

Last post by BV3273
Sun Apr 11, 2021 5:37 pm
Taxes and rolling over pension lump sum

Last post by placeholder « Sun Apr 11, 2021 5:13 pm
Replies: 13
by Planner01 » Sat Apr 10, 2021 5:01 pm

13 Replies

771 Views

Last post by placeholder
Sun Apr 11, 2021 5:13 pm
Investing in the water business

Last post by Silk McCue « Sun Apr 11, 2021 5:11 pm
Replies: 1
by simple man » Sun Apr 11, 2021 4:24 pm

1 Replies

315 Views

Last post by Silk McCue
Sun Apr 11, 2021 5:11 pm
How do I self-manage and completely change my portfolio?

Last post by danisport « Sun Apr 11, 2021 5:10 pm
Replies: 11
by danisport » Sat Apr 10, 2021 2:29 pm

11 Replies

968 Views

Last post by danisport
Sun Apr 11, 2021 5:10 pm
Investment Allocation: Unpredictable Income

Last post by ruralavalon « Sun Apr 11, 2021 3:49 pm
Replies: 16
by Slowandsteady95 » Sat Apr 10, 2021 1:30 pm

16 Replies

886 Views

Last post by ruralavalon
Sun Apr 11, 2021 3:49 pm
Sanity Check - Factor Portfolio Review

Last post by Wade Garrett « Sun Apr 11, 2021 3:32 pm
Replies: 15
by FiveFactor » Thu Apr 08, 2021 8:48 pm

15 Replies

1097 Views

Last post by Wade Garrett
Sun Apr 11, 2021 3:32 pm
Deciding it it's worth it to buy long-term individual stocks

Last post by inbox788 « Sun Apr 11, 2021 3:22 pm
Replies: 55
by invester123 » Thu Apr 08, 2021 6:59 pm
1

2
55 Replies

4932 Views

Last post by inbox788
Sun Apr 11, 2021 3:22 pm
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by ramaj » Tue Apr 06, 2021 2:48 pm

8 Replies

792 Views

Last post by ruralavalon
Sun Apr 11, 2021 3:14 pm
3 Fund Portfolio at Schwab

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Replies: 3
by csei21 » Sat Apr 10, 2021 7:46 pm

3 Replies

695 Views

Last post by csei21
Sun Apr 11, 2021 3:08 pm
Portfolio update/re-balance, 33 yo female

Last post by Duckie « Sun Apr 11, 2021 3:02 pm
Replies: 11
by scommander7 » Sun Apr 11, 2021 5:58 am

11 Replies

1105 Views

Last post by Duckie
Sun Apr 11, 2021 3:02 pm
Using different withdrawal amounts throughout retirement

Last post by dbr « Sun Apr 11, 2021 3:00 pm
Replies: 2
by ER2023 » Sun Apr 11, 2021 2:12 pm

2 Replies

286 Views

Last post by dbr
Sun Apr 11, 2021 3:00 pm
Recharacterization from Roth IRA to TIRA

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Replies: 4
by Linanq3l » Sat Apr 10, 2021 10:25 pm

4 Replies

349 Views

Last post by Duckie
Sun Apr 11, 2021 2:58 pm
Financial health checkup

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

8 Replies

748 Views

Last post by NYCaviator
Sun Apr 11, 2021 2:51 pm
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Replies: 145
by Stinky » Thu Dec 31, 2020 7:46 am
1

2

3
145 Replies

9467 Views

Last post by HueyLD
Sun Apr 11, 2021 2:43 pm
Retired - Fidelity to Vanguard 401K/IRA transfer $2.9m

Last post by RPC1976 « Sun Apr 11, 2021 2:31 pm
Replies: 10
by RPC1976 » Thu Aug 20, 2020 1:21 pm

10 Replies

2271 Views

Last post by RPC1976
Sun Apr 11, 2021 2:31 pm
Ready to push the easy button on investements: Portfolio review

Last post by abuss368 « Sun Apr 11, 2021 2:30 pm
Replies: 15
by WhiteIris » Fri Sep 23, 2016 7:06 pm

15 Replies

2986 Views

Last post by abuss368
Sun Apr 11, 2021 2:30 pm
traditional IRA vs Roth - how to figure out

Last post by abuss368 « Sun Apr 11, 2021 2:27 pm
Replies: 83
by hartista » Fri Mar 19, 2021 2:56 pm
1

2
83 Replies

5872 Views

Last post by abuss368
Sun Apr 11, 2021 2:27 pm
Which Roth to choose - IRA or 401k

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by OKMom » Wed Mar 17, 2021 10:28 am

20 Replies

1684 Views

Last post by SuzBanyan
Sun Apr 11, 2021 1:58 pm

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