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Have a question about your personal investments? No matter how simple or complex, you can ask it here.
Topics: 142474

142474 Topics

1817254 Posts

Last post Re: RSU question
by MarkBarb View the latest post
Mon Mar 20, 2023 8:26 am
Investing - Theory, News & General
Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
Topics: 75130

75130 Topics

1824189 Posts

Last post Re: Variable Percentage Withd…
by CharlatanPrime View the latest post
Mon Mar 20, 2023 8:05 am
Personal Finance (Not Investing)
Non-investing personal finance issues including insurance, credit, real estate, taxes, employment and legal issues such as trusts and wills.
Topics: 95083

95083 Topics

1776787 Posts

Last post Re: Primer on Paying Taxes Wi…
by deltaneutral83 View the latest post
Mon Mar 20, 2023 8:29 am

Active topics

Replies

Views

Last post

A time to EVALUATE your jitters

Last post by hudson « Wed Mar 08, 2023 12:09 pm
Replies: 618
by nisiprius » Sun Aug 07, 2011 7:00 am
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618 Replies

551288 Views

Last post by hudson
Wed Mar 08, 2023 12:09 pm
The Three-Fund Portfolio

Last post by Taylor Larimore « Tue Feb 28, 2023 3:06 pm
Replies: 3676
by Taylor Larimore » Sun Jan 01, 2012 5:02 pm
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3676 Replies

2248728 Views

Last post by Taylor Larimore
Tue Feb 28, 2023 3:06 pm
[Why did my fund suddenly drop in value?]

Last post by vrr106 « Tue Feb 07, 2023 12:04 pm
Replies: 316
by stratton » Fri Dec 30, 2011 4:36 pm
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316 Replies

344058 Views

Last post by vrr106
Tue Feb 07, 2023 12:04 pm
Collective thoughts [investing mini-reference]

Last post by drk « Fri Jun 10, 2022 1:48 pm
Replies: 71
by Robert T » Sat Oct 20, 2007 1:30 pm
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71 Replies

309064 Views

Last post by drk
Fri Jun 10, 2022 1:48 pm
Be Wary of Whole Life threads

Last post by flgatorray « Fri Apr 13, 2012 6:37 pm
Replies: 101
by Alex Frakt » Wed Jun 30, 2010 12:38 pm
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101 Replies

304915 Views

Last post by flgatorray
Fri Apr 13, 2012 6:37 pm
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

618361 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

575535 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
Primer on Paying Taxes With a Credit Card

Last post by deltaneutral83 « Mon Mar 20, 2023 8:29 am
Replies: 600
by whodidntante » Sun Mar 24, 2019 4:50 pm
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600 Replies

106955 Views

Last post by deltaneutral83
Mon Mar 20, 2023 8:29 am
Stick with Amex or try BoA/Merrill?

Last post by rich126 « Mon Mar 20, 2023 8:29 am
Replies: 14
by NYCaviator » Sun Mar 19, 2023 5:37 pm

14 Replies

903 Views

Last post by rich126
Mon Mar 20, 2023 8:29 am
Real Estate: Offering strategy

Last post by wilked « Mon Mar 20, 2023 8:29 am
Replies: 1
by aboose » Mon Mar 20, 2023 1:45 am

1 Replies

156 Views

Last post by wilked
Mon Mar 20, 2023 8:29 am
Doing taxes each year is really hard, is it for you?

Last post by andypanda « Mon Mar 20, 2023 8:28 am
Replies: 74
by tcrez » Sun Mar 19, 2023 1:14 pm
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4884 Views

Last post by andypanda
Mon Mar 20, 2023 8:28 am
Say your broker lost all your records…

Last post by tonyclifton « Mon Mar 20, 2023 8:28 am
Replies: 13
by tcrez » Mon Mar 20, 2023 3:09 am

13 Replies

928 Views

Last post by tonyclifton
Mon Mar 20, 2023 8:28 am
Form 8606 Line 6 (recharacterization)

Last post by muel87 « Mon Mar 20, 2023 8:26 am
Replies: 11
by michaeld » Thu Mar 09, 2023 1:00 pm

11 Replies

738 Views

Last post by muel87
Mon Mar 20, 2023 8:26 am
RSU question

Last post by MarkBarb « Mon Mar 20, 2023 8:26 am
Replies: 2
by topcatin » Mon Mar 20, 2023 8:22 am

2 Replies

48 Views

Last post by MarkBarb
Mon Mar 20, 2023 8:26 am
Ally Online Savings/Money Market Rate Increases

Last post by safari « Mon Mar 20, 2023 8:26 am
Replies: 639
by BogleMelon » Tue May 10, 2022 3:46 pm
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639 Replies

92780 Views

Last post by safari
Mon Mar 20, 2023 8:26 am
Portfolio Advice

Last post by tashnewbie « Mon Mar 20, 2023 8:26 am
Replies: 15
by Frequentflyer77 » Sun Mar 19, 2023 6:12 pm

15 Replies

818 Views

Last post by tashnewbie
Mon Mar 20, 2023 8:26 am
Is my 3% mortgage worth less to the bank now?

Last post by tonyclifton « Mon Mar 20, 2023 8:25 am
Replies: 15
by leaf_barn » Mon Mar 20, 2023 5:15 am

15 Replies

1155 Views

Last post by tonyclifton
Mon Mar 20, 2023 8:25 am
Monthly Budget for Two

Last post by BizarroJerry « Mon Mar 20, 2023 8:25 am

by BizarroJerry » Mon Mar 20, 2023 8:25 am

0 Replies

16 Views

Last post by BizarroJerry
Mon Mar 20, 2023 8:25 am
BOA Savings Account

Last post by enviroian « Mon Mar 20, 2023 8:23 am
Replies: 51
by enviroian » Fri Mar 17, 2023 4:26 pm
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3568 Views

Last post by enviroian
Mon Mar 20, 2023 8:23 am
Understanding an Inherited IRA (Traditional) under the Secure Act

Last post by A440 « Mon Mar 20, 2023 8:19 am
Replies: 7
by A440 » Sun Mar 19, 2023 4:02 pm

7 Replies

583 Views

Last post by A440
Mon Mar 20, 2023 8:19 am
I did it, Goodbye Edward Jones

Last post by GT99 « Mon Mar 20, 2023 8:18 am
Replies: 48
by Shooting4Sixty » Fri Mar 17, 2023 2:15 pm

48 Replies

5174 Views

Last post by GT99
Mon Mar 20, 2023 8:18 am
Solo Ager: who would you trust with your financial POA?

Last post by Agent 99 « Mon Mar 20, 2023 8:12 am
Replies: 33
by Fremdon Ferndock » Sun Mar 19, 2023 10:46 am

33 Replies

2082 Views

Last post by Agent 99
Mon Mar 20, 2023 8:12 am
Best Vehicles For Dry Powder in Brokerage Accounts

Last post by tashnewbie « Mon Mar 20, 2023 8:06 am
Replies: 11
by mrsmitt » Sun Mar 19, 2023 5:22 pm

11 Replies

1458 Views

Last post by tashnewbie
Mon Mar 20, 2023 8:06 am
Title of ownership to a newly built house

Last post by smitcat « Mon Mar 20, 2023 8:05 am
Replies: 4
by 511east » Mon Mar 20, 2023 6:14 am

4 Replies

361 Views

Last post by smitcat
Mon Mar 20, 2023 8:05 am
Variable Percentage Withdrawal (VPW)

Last post by CharlatanPrime « Mon Mar 20, 2023 8:05 am
Replies: 1941
by longinvest » Thu Jul 25, 2013 11:12 pm
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1941 Replies

504300 Views

Last post by CharlatanPrime
Mon Mar 20, 2023 8:05 am
Retiree Portfolio Model

Last post by BigFoot48 « Mon Mar 20, 2023 8:04 am
Replies: 1570
by BigFoot48 » Thu May 31, 2012 7:13 pm
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1570 Replies

458601 Views

Last post by BigFoot48
Mon Mar 20, 2023 8:04 am
40 Yr Old Asking Advice for Portfolio (retirement and non-retirement)

Last post by tashnewbie « Mon Mar 20, 2023 8:03 am
Replies: 4
by NewDawnGlory » Sat Mar 18, 2023 3:02 pm

4 Replies

695 Views

Last post by tashnewbie
Mon Mar 20, 2023 8:03 am
House Buying Question

Last post by stan1 « Mon Mar 20, 2023 7:57 am
Replies: 9
by Ready3Retire » Sun Mar 19, 2023 11:01 am

9 Replies

761 Views

Last post by stan1
Mon Mar 20, 2023 7:57 am
Spouse’s Credit History

Last post by student « Mon Mar 20, 2023 7:57 am
Replies: 5
by slippinsurlies » Mon Mar 20, 2023 1:02 am

5 Replies

505 Views

Last post by student
Mon Mar 20, 2023 7:57 am
Form 8606 has me whupped

Last post by muel87 « Mon Mar 20, 2023 7:56 am
Replies: 33
by HeelaMonster » Thu Mar 09, 2023 10:01 am

33 Replies

4143 Views

Last post by muel87
Mon Mar 20, 2023 7:56 am
401k Bond Options

Last post by retiredjg « Mon Mar 20, 2023 7:49 am
Replies: 7
by sal14 » Sun Mar 19, 2023 7:15 pm

7 Replies

373 Views

Last post by retiredjg
Mon Mar 20, 2023 7:49 am
Why HCE has 401k contribution percent limited

Last post by Navillus1968 « Mon Mar 20, 2023 7:47 am
Replies: 5
by inspector00 » Sun Mar 19, 2023 9:07 pm

5 Replies

553 Views

Last post by Navillus1968
Mon Mar 20, 2023 7:47 am
Need Recommendations For Balanced Fund, Taxable Account

Last post by retiredjg « Mon Mar 20, 2023 7:46 am
Replies: 5
by hotajax » Mon Mar 20, 2023 12:31 am

5 Replies

416 Views

Last post by retiredjg
Mon Mar 20, 2023 7:46 am
Dividend tax rate calculation issue [FreeTaxUSA]

Last post by peteyboy « Mon Mar 20, 2023 7:44 am
Replies: 4
by indio22 » Mon Mar 20, 2023 1:14 am

4 Replies

195 Views

Last post by peteyboy
Mon Mar 20, 2023 7:44 am
Mortgage with quick approval and closing

Last post by Tavistock1 « Mon Mar 20, 2023 7:44 am
Replies: 3
by illquixote » Mon Mar 20, 2023 7:21 am

3 Replies

158 Views

Last post by Tavistock1
Mon Mar 20, 2023 7:44 am
Accredited Investors - any benefit for diversification?

Last post by TomatoTomahto « Mon Mar 20, 2023 7:42 am
Replies: 32
by OldSport » Sun Mar 19, 2023 5:43 pm

32 Replies

1520 Views

Last post by TomatoTomahto
Mon Mar 20, 2023 7:42 am
Age and probability of needing long term care?

Last post by CloseEnough « Mon Mar 20, 2023 7:41 am
Replies: 167
by Fremdon Ferndock » Fri Jan 20, 2023 9:05 am
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13181 Views

Last post by CloseEnough
Mon Mar 20, 2023 7:41 am
With multiple accounts at TIAA, must RMDs come from each account?

Last post by dknightd « Mon Mar 20, 2023 7:41 am
Replies: 14
by Sampan » Sun Mar 19, 2023 6:52 pm

14 Replies

818 Views

Last post by dknightd
Mon Mar 20, 2023 7:41 am
Diversification a la Markowitz #3: Gold

Last post by HanSolo « Mon Mar 20, 2023 7:40 am
Replies: 49
by McQ » Sun Mar 12, 2023 10:26 pm

49 Replies

4588 Views

Last post by HanSolo
Mon Mar 20, 2023 7:40 am
TIAA Traditional instead of Bond Funds - What am i giving up?

Last post by student « Mon Mar 20, 2023 7:39 am
Replies: 5
by Gronkismy muse » Sun Mar 19, 2023 4:08 pm

5 Replies

464 Views

Last post by student
Mon Mar 20, 2023 7:39 am
Why not 100% PSLDX? [PIMCO StocksPLUS Long Duration Fund]

Last post by lawyeredCLO « Mon Mar 20, 2023 7:36 am
Replies: 1838
by TeeDee » Wed Mar 04, 2020 9:15 pm
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1838 Replies

298862 Views

Last post by lawyeredCLO
Mon Mar 20, 2023 7:36 am
Preferred Mutual Funds and ETFs

Last post by AMG79 « Mon Mar 20, 2023 7:36 am

by AMG79 » Mon Mar 20, 2023 7:36 am

0 Replies

55 Views

Last post by AMG79
Mon Mar 20, 2023 7:36 am
Evaluating my risks

Last post by Matt48Ritchie « Mon Mar 20, 2023 7:36 am
Replies: 8
by Matt48Ritchie » Fri Mar 17, 2023 1:17 pm

8 Replies

563 Views

Last post by Matt48Ritchie
Mon Mar 20, 2023 7:36 am
Pro-rata rule for IRA conversions when it declines in value?

Last post by toddthebod « Mon Mar 20, 2023 7:35 am
Replies: 34
by muel87 » Wed Mar 15, 2023 9:51 am

34 Replies

1694 Views

Last post by toddthebod
Mon Mar 20, 2023 7:35 am
Inheritance house proceeds taxable? (1099-S)

Last post by runner9 « Mon Mar 20, 2023 7:32 am
Replies: 10
by runner9 » Sat Feb 25, 2023 1:34 pm

10 Replies

1349 Views

Last post by runner9
Mon Mar 20, 2023 7:32 am
Merrill Edge not working for me

Last post by OldSport « Mon Mar 20, 2023 7:29 am
Replies: 16
by OldSport » Sun Mar 19, 2023 9:33 pm

16 Replies

1067 Views

Last post by OldSport
Mon Mar 20, 2023 7:29 am
Understanding Convertible Bonds

Last post by alex_686 « Mon Mar 20, 2023 7:23 am
Replies: 1
by TT » Mon Mar 20, 2023 7:13 am

1 Replies

98 Views

Last post by alex_686
Mon Mar 20, 2023 7:23 am
What would you tell your elderly parent to do with more than the FDIC limit in a bank?

Last post by anon_investor « Mon Mar 20, 2023 7:14 am
Replies: 20
by busdriver11 » Sun Mar 19, 2023 9:31 pm

20 Replies

1513 Views

Last post by anon_investor
Mon Mar 20, 2023 7:14 am
If I was retiring today, I could comfortably withdraw 5% (mid-30s dad using ERN SWR Toolbox)

Last post by wfrobinette « Mon Mar 20, 2023 7:10 am
Replies: 207
by TinyHouse » Tue Mar 14, 2023 7:17 pm
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16734 Views

Last post by wfrobinette
Mon Mar 20, 2023 7:10 am
Can $311B invested be wrong?

Last post by dukeblue219 « Mon Mar 20, 2023 7:04 am
Replies: 11
by OverseasBH » Mon Mar 20, 2023 2:56 am

11 Replies

1027 Views

Last post by dukeblue219
Mon Mar 20, 2023 7:04 am

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