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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

619333 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

576424 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
Bond

Last post by secondopinion « Wed Mar 29, 2023 9:54 pm
Replies: 9
by mudd » Wed Mar 29, 2023 8:34 pm

9 Replies

364 Views

Last post by secondopinion
Wed Mar 29, 2023 9:54 pm
Why not always take debt if it’s sub 4% / SWR discussion

Last post by LFKB « Wed Mar 29, 2023 9:52 pm
Replies: 10
by LFKB » Wed Mar 29, 2023 7:50 pm

10 Replies

570 Views

Last post by LFKB
Wed Mar 29, 2023 9:52 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

672 Views

Last post by indexlover
Wed Mar 29, 2023 9:49 pm
How much do you keep in true cash vs cash equivalents?

Last post by DavidInMaryland « Wed Mar 29, 2023 9:48 pm
Replies: 42
by aboose » Wed Mar 29, 2023 6:14 pm

42 Replies

2011 Views

Last post by DavidInMaryland
Wed Mar 29, 2023 9:48 pm
Transfer inherited IRA to Roth IRA and be done with it?

Last post by baconavocado « Wed Mar 29, 2023 9:34 pm
Replies: 14
by baconavocado » Tue Mar 28, 2023 10:59 pm

14 Replies

1155 Views

Last post by baconavocado
Wed Mar 29, 2023 9:34 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

1039 Views

Last post by musicmom
Wed Mar 29, 2023 9:18 pm
Vanguard Cash Deposit and FDIC

Last post by David Jay « Wed Mar 29, 2023 9:03 pm
Replies: 2
by winterhascome » Mon Mar 27, 2023 2:36 pm

2 Replies

522 Views

Last post by David Jay
Wed Mar 29, 2023 9:03 pm
All Weather Portfolio

Last post by captmorgan50 « Wed Mar 29, 2023 8:59 pm

by captmorgan50 » Wed Mar 29, 2023 8:59 pm

0 Replies

133 Views

Last post by captmorgan50
Wed Mar 29, 2023 8:59 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

2915 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

1561 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

96 Views

Last post by Kandinsky
Wed Mar 29, 2023 7:56 pm
Edward Jones Closed Account vs Schwab 3 Fund Account Performance

Last post by estrellamts « Wed Mar 29, 2023 7:48 pm
Replies: 8
by estrellamts » Wed Mar 29, 2023 3:37 pm

8 Replies

779 Views

Last post by estrellamts
Wed Mar 29, 2023 7:48 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

62 Views

Last post by JoeBlow1957
Wed Mar 29, 2023 7:33 pm
RMDs for ex-wife in inherited account.

Last post by Alan S. « Wed Mar 29, 2023 7:17 pm
Replies: 18
by ruralavalon » Tue Mar 28, 2023 1:52 pm

18 Replies

1424 Views

Last post by Alan S.
Wed Mar 29, 2023 7:17 pm
Annuitization Conundrum – are we cheating ourselves?

Last post by adamthesmythe « Wed Mar 29, 2023 7:10 pm
Replies: 6
by bikechuck » Wed Mar 29, 2023 2:31 pm

6 Replies

822 Views

Last post by adamthesmythe
Wed Mar 29, 2023 7:10 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

716 Views

Last post by toddthebod
Wed Mar 29, 2023 7:03 pm
Roth Conversion in Retirement

Last post by smitcat « Wed Mar 29, 2023 6:18 pm
Replies: 45
by brak » Fri Oct 22, 2021 9:40 am

45 Replies

6771 Views

Last post by smitcat
Wed Mar 29, 2023 6:18 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

2037 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

1301 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

645 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

2792 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

277 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

4309 Views

Last post by hkcj
Wed Mar 29, 2023 5:05 pm
Purchasing MYGAs (multi year guaranteed annuities) - mega thread

Last post by Stinky « Wed Mar 29, 2023 5:00 pm
Replies: 1488
by Stinky » Thu Dec 31, 2020 6:46 am
1

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1488 Replies

160354 Views

Last post by Stinky
Wed Mar 29, 2023 5:00 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

69 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

351 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

5590 Views

Last post by HereToLearn
Wed Mar 29, 2023 4:04 pm
[Non-governmental 457 contributions protected in case of provider bankruptcy?]

Last post by Rainmaker41 « Wed Mar 29, 2023 3:45 pm
Replies: 4
by spth » Tue Mar 28, 2023 11:18 pm

4 Replies

421 Views

Last post by Rainmaker41
Wed Mar 29, 2023 3:45 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

3574 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

4004 Views

Last post by RetirementClass2021
Wed Mar 29, 2023 3:11 pm
TIAA fixed period variable annuity as bridge to Social Security

Last post by CloseEnough « Wed Mar 29, 2023 3:08 pm
Replies: 18
by theroad23 » Sun Mar 26, 2023 10:55 am

18 Replies

1655 Views

Last post by CloseEnough
Wed Mar 29, 2023 3:08 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

942 Views

Last post by Doctor Rhythm
Wed Mar 29, 2023 3:06 pm
TIPS for a near future real-dollar expense

Last post by Doc7 « Wed Mar 29, 2023 2:58 pm
Replies: 10
by Doc7 » Wed Mar 29, 2023 7:45 am

10 Replies

635 Views

Last post by Doc7
Wed Mar 29, 2023 2:58 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

490 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

1649 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

367 Views

Last post by 1TheGame
Wed Mar 29, 2023 2:02 pm
Do I sell the business to PE or not?

Last post by randomguy « Wed Mar 29, 2023 1:37 pm
Replies: 49
by bws600 » Mon Mar 27, 2023 6:04 pm

49 Replies

3916 Views

Last post by randomguy
Wed Mar 29, 2023 1:37 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

128 Views

Last post by HomeStretch
Wed Mar 29, 2023 1:37 pm
ACATS from Schwab -- re-use same account?

Last post by Blake7 « Wed Mar 29, 2023 1:30 pm
Replies: 3
by manlymatt83 » Wed Mar 29, 2023 9:56 am

3 Replies

303 Views

Last post by Blake7
Wed Mar 29, 2023 1:30 pm
Fidelity SPAXX vs Ally money market savings

Last post by androiddd « Wed Mar 29, 2023 1:25 pm
Replies: 5
by BBurki » Wed Mar 29, 2023 12:54 pm

5 Replies

488 Views

Last post by androiddd
Wed Mar 29, 2023 1:25 pm
Cds vs "IRA" Cds

Last post by mega317 « Wed Mar 29, 2023 1:14 pm
Replies: 2
by catnamedspot » Wed Mar 29, 2023 1:05 pm

2 Replies

214 Views

Last post by mega317
Wed Mar 29, 2023 1:14 pm
Divestment Strategy for Mom in Long-Term Care Facility

Last post by TN_Boy « Wed Mar 29, 2023 1:13 pm
Replies: 12
by Sandwich » Tue Mar 28, 2023 10:50 pm

12 Replies

1169 Views

Last post by TN_Boy
Wed Mar 29, 2023 1:13 pm
Covered calls to pay for car purchase?

Last post by Minderbinder « Wed Mar 29, 2023 12:35 pm
Replies: 46
by Paradise » Mon Mar 27, 2023 8:18 pm

46 Replies

3038 Views

Last post by Minderbinder
Wed Mar 29, 2023 12:35 pm
[SOLVED] How does my employer figure the 401k match?

Last post by lakpr « Wed Mar 29, 2023 12:17 pm
Replies: 63
by passive101 » Sun Mar 26, 2023 12:09 am
1

2
63 Replies

4659 Views

Last post by lakpr
Wed Mar 29, 2023 12:17 pm
How do BH adjust the retirement expenses estimates over time?

Last post by makeitcount « Wed Mar 29, 2023 12:13 pm
Replies: 14
by TheTimeLord » Wed Mar 29, 2023 8:01 am

14 Replies

892 Views

Last post by makeitcount
Wed Mar 29, 2023 12:13 pm
FERS, OPM Special Supplement and Earnings Limit

Last post by Kal1981 « Wed Mar 29, 2023 11:54 am
Replies: 20
by Sunsphere82 » Thu Jul 14, 2022 1:58 pm

20 Replies

2032 Views

Last post by Kal1981
Wed Mar 29, 2023 11:54 am
Vanguard wrong cost basis reporting

Last post by grok87 « Wed Mar 29, 2023 11:27 am
Replies: 17
by inb4space » Thu Mar 16, 2023 11:17 am

17 Replies

1820 Views

Last post by grok87
Wed Mar 29, 2023 11:27 am
Reducing risk

Last post by jebmke « Wed Mar 29, 2023 10:58 am
Replies: 22
by Opera Lover » Sun Mar 26, 2023 4:00 pm

22 Replies

1574 Views

Last post by jebmke
Wed Mar 29, 2023 10:58 am

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