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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

619379 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

576465 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
Roth Conversion in Retirement

Last post by tibbitts « Thu Mar 30, 2023 12:27 pm
Replies: 64
by brak » Fri Oct 22, 2021 9:40 am
1

2
64 Replies

7968 Views

Last post by tibbitts
Thu Mar 30, 2023 12:27 pm
26 week tbills or 52 week?

Last post by Klute « Thu Mar 30, 2023 12:26 pm

by Klute » Thu Mar 30, 2023 12:26 pm

0 Replies

27 Views

Last post by Klute
Thu Mar 30, 2023 12:26 pm
How much to allocate towards retirement at 25 years old

Last post by stoptothink « Thu Mar 30, 2023 12:26 pm
Replies: 34
by muitu » Tue Mar 28, 2023 2:40 pm

34 Replies

2480 Views

Last post by stoptothink
Thu Mar 30, 2023 12:26 pm
Vanguard run-around on Fixed Income questions

Last post by Carsson3 « Thu Mar 30, 2023 12:22 pm
Replies: 7
by Carsson3 » Thu Mar 30, 2023 11:18 am

7 Replies

373 Views

Last post by Carsson3
Thu Mar 30, 2023 12:22 pm
If you are going to dissolve your s corp, can you skip paying the registration fee the final year?

Last post by financeperchance « Thu Mar 30, 2023 12:20 pm

by financeperchance » Thu Mar 30, 2023 12:20 pm

0 Replies

34 Views

Last post by financeperchance
Thu Mar 30, 2023 12:20 pm
Bond

Last post by mudd « Thu Mar 30, 2023 12:16 pm
Replies: 15
by mudd » Wed Mar 29, 2023 8:34 pm

15 Replies

1091 Views

Last post by mudd
Thu Mar 30, 2023 12:16 pm
How do you send money from a Business account to a Solo 401K account ( EFT is not allowed directly )?

Last post by njay73 « Thu Mar 30, 2023 12:15 pm
Replies: 8
by njay73 » Thu Mar 30, 2023 6:16 am

8 Replies

417 Views

Last post by njay73
Thu Mar 30, 2023 12:15 pm
How much do you keep in true cash vs cash equivalents?

Last post by the_wiki « Thu Mar 30, 2023 12:11 pm
Replies: 57
by aboose » Wed Mar 29, 2023 6:14 pm
1

2
57 Replies

3564 Views

Last post by the_wiki
Thu Mar 30, 2023 12:11 pm
Why not always take debt if it’s sub 4% / SWR discussion

Last post by EnjoyIt « Thu Mar 30, 2023 12:05 pm
Replies: 39
by LFKB » Wed Mar 29, 2023 7:50 pm

39 Replies

2559 Views

Last post by EnjoyIt
Thu Mar 30, 2023 12:05 pm
Annuitization Conundrum – are we cheating ourselves?

Last post by bikechuck « Thu Mar 30, 2023 12:02 pm
Replies: 10
by bikechuck » Wed Mar 29, 2023 2:31 pm

10 Replies

1467 Views

Last post by bikechuck
Thu Mar 30, 2023 12:02 pm
Roth 457b vs brokerage

Last post by retired@50 « Thu Mar 30, 2023 12:00 pm
Replies: 1
by Enginerd90 » Thu Mar 30, 2023 11:09 am

1 Replies

99 Views

Last post by retired@50
Thu Mar 30, 2023 12:00 pm
50/50 VDIGX (Dividend Income), VWELX (Wellington) in IRA?

Last post by rich126 « Thu Mar 30, 2023 11:56 am
Replies: 11
by gregger » Wed Mar 29, 2023 2:08 pm

11 Replies

919 Views

Last post by rich126
Thu Mar 30, 2023 11:56 am
How to handle taxes on Taxable Investment Account

Last post by Living Free « Thu Mar 30, 2023 11:30 am
Replies: 2
by sprocketnose » Thu Mar 30, 2023 11:14 am

2 Replies

205 Views

Last post by Living Free
Thu Mar 30, 2023 11:30 am
a CD Noob with a few questions

Last post by Chip Munk « Thu Mar 30, 2023 11:08 am
Replies: 5
by b1rd » Tue Mar 21, 2023 4:02 pm

5 Replies

688 Views

Last post by Chip Munk
Thu Mar 30, 2023 11:08 am
At what loan percentage should I pay off real estate?

Last post by grandnexus « Thu Mar 30, 2023 11:00 am
Replies: 11
by grandnexus » Wed Mar 29, 2023 11:13 pm

11 Replies

907 Views

Last post by grandnexus
Thu Mar 30, 2023 11:00 am
RMDs for ex-wife in inherited account.

Last post by ruralavalon « Thu Mar 30, 2023 10:51 am
Replies: 20
by ruralavalon » Tue Mar 28, 2023 1:52 pm

20 Replies

1741 Views

Last post by ruralavalon
Thu Mar 30, 2023 10:51 am
Delay in Receiving VXUS Dividends [J.P. Morgan Account, Chase Account]

Last post by rv26 « Thu Mar 30, 2023 10:44 am
Replies: 15
by rv26 » Wed Mar 29, 2023 10:41 am

15 Replies

883 Views

Last post by rv26
Thu Mar 30, 2023 10:44 am
How do BH adjust the retirement expenses estimates over time?

Last post by TheTimeLord « Thu Mar 30, 2023 10:05 am
Replies: 15
by TheTimeLord » Wed Mar 29, 2023 8:01 am

15 Replies

1093 Views

Last post by TheTimeLord
Thu Mar 30, 2023 10:05 am
Close direct indexing SMA now or wait

Last post by CletusCaddy « Thu Mar 30, 2023 9:55 am
Replies: 2
by stockartie » Thu Mar 30, 2023 4:23 am

2 Replies

185 Views

Last post by CletusCaddy
Thu Mar 30, 2023 9:55 am
Cannot Rollover just Roth 401(k) to Roth IRA?

Last post by Swee'pea « Thu Mar 30, 2023 9:49 am
Replies: 4
by mrken » Thu Mar 30, 2023 2:22 am

4 Replies

439 Views

Last post by Swee'pea
Thu Mar 30, 2023 9:49 am
Transfer inherited IRA to Roth IRA and be done with it?

Last post by retired@50 « Thu Mar 30, 2023 9:45 am
Replies: 18
by baconavocado » Tue Mar 28, 2023 10:59 pm

18 Replies

1645 Views

Last post by retired@50
Thu Mar 30, 2023 9:45 am
Divestment Strategy for Mom in Long-Term Care Facility

Last post by HipCoyote « Thu Mar 30, 2023 9:38 am
Replies: 16
by Sandwich » Tue Mar 28, 2023 10:50 pm

16 Replies

1715 Views

Last post by HipCoyote
Thu Mar 30, 2023 9:38 am
Backdoor Roth dynamics: after tax dollars, the pro-rata rule, and employer plan

Last post by Pops1860 « Thu Mar 30, 2023 9:16 am
Replies: 4
by godatadog » Wed Mar 29, 2023 4:52 pm

4 Replies

375 Views

Last post by Pops1860
Thu Mar 30, 2023 9:16 am
[SOLVED] How does my employer figure the 401k match?

Last post by Pops1860 « Thu Mar 30, 2023 8:45 am
Replies: 64
by passive101 » Sun Mar 26, 2023 12:09 am
1

2
64 Replies

4991 Views

Last post by Pops1860
Thu Mar 30, 2023 8:45 am
Treasury MM vs Treasury Bills

Last post by epoche « Thu Mar 30, 2023 8:32 am
Replies: 8
by Bimmer » Wed Mar 29, 2023 10:05 pm

8 Replies

1334 Views

Last post by epoche
Thu Mar 30, 2023 8:32 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

1967 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

1672 Views

Last post by robphoto
Thu Mar 30, 2023 7:51 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

1843 Views

Last post by CloseEnough
Thu Mar 30, 2023 7:40 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

700 Views

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

461 Views

Last post by Motostash
Thu Mar 30, 2023 5:31 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

474 Views

Last post by placeholder
Thu Mar 30, 2023 1:08 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

4366 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

806 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

27

28

29

30
1489 Replies

160552 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

800 Views

Last post by bikechuck
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

530 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

1971 Views

Last post by rossington
Wed Mar 29, 2023 9:59 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

1119 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

3344 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

1641 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

156 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

112 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

771 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

2111 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

1340 Views

Last post by LotsaGray
Wed Mar 29, 2023 5:35 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

2841 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

361 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

4389 Views

Last post by hkcj
Wed Mar 29, 2023 5:05 pm

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