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Have a question about your personal investments? No matter how simple or complex, you can ask it here.
Topics: 158178

158178 Topics

2073496 Posts

Last post Re: Unknown Retirement Date P…
by Wannaretireearly View the latest post
Thu Feb 13, 2025 12:24 am
Investing - Theory, News & General
Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
Topics: 79959

79959 Topics

2031303 Posts

Last post Re: AlphaArchitect launches B…
by Impatience View the latest post
Thu Feb 13, 2025 12:13 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: 110776

110776 Topics

2098160 Posts

Last post Re: Estate Planning (WILLS, T…
by newparent7 View the latest post
Thu Feb 13, 2025 12:27 am

Active topics

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Last post

A time to EVALUATE your jitters

Last post by Hikermedick « Sat Feb 08, 2025 8:10 pm
Replies: 787
by nisiprius » Sun Aug 07, 2011 7:00 am
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774505 Views

Last post by Hikermedick
Sat Feb 08, 2025 8:10 pm
A non-political discussion on tariff's impact [Locked with explanation]

Last post by Alex Frakt « Tue Feb 04, 2025 3:17 am
Replies: 34
by thermo86 » Sat Feb 01, 2025 10:01 am

34 Replies

4187 Views

Last post by Alex Frakt
Tue Feb 04, 2025 3:17 am
The Three-Fund Portfolio

Last post by LadyGeek « Sun Feb 02, 2025 8:39 am
Replies: 3961
by Taylor Larimore » Sun Jan 01, 2012 5:02 pm
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2634121 Views

Last post by LadyGeek
Sun Feb 02, 2025 8:39 am
[Why did my fund suddenly drop in value?]

Last post by livesoft « Wed Jan 01, 2025 4:20 pm
Replies: 456
by stratton » Fri Dec 30, 2011 4:36 pm
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490452 Views

Last post by livesoft
Wed Jan 01, 2025 4:20 pm
Collective thoughts [investing mini-reference]

Last post by Benjamin Buffett « Thu Nov 21, 2024 2:14 am
Replies: 77
by Robert T » Sat Oct 20, 2007 1:30 pm
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383003 Views

Last post by Benjamin Buffett
Thu Nov 21, 2024 2:14 am
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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384752 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

734934 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

661655 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
Estate Planning (WILLS, TRUSTS, etc)

Last post by newparent7 « Thu Feb 13, 2025 12:27 am
Replies: 23
by Nyc1967 » Wed Feb 12, 2025 4:14 am

23 Replies

1758 Views

Last post by newparent7
Thu Feb 13, 2025 12:27 am
Unknown Retirement Date Preparations: Severance

Last post by Wannaretireearly « Thu Feb 13, 2025 12:24 am
Replies: 19
by WhatsIRR » Tue Feb 11, 2025 8:20 pm

19 Replies

1810 Views

Last post by Wannaretireearly
Thu Feb 13, 2025 12:24 am
Can I delete form 8615 (Kiddie Tax) in Turbo Tax desktop?

Last post by Klewles « Thu Feb 13, 2025 12:20 am
Replies: 7
by lunean » Tue Feb 11, 2025 11:37 am

7 Replies

727 Views

Last post by Klewles
Thu Feb 13, 2025 12:20 am
HSA - last month rule

Last post by jiceman « Thu Feb 13, 2025 12:18 am
Replies: 9
by nyclon » Wed Jan 29, 2025 11:29 am

9 Replies

965 Views

Last post by jiceman
Thu Feb 13, 2025 12:18 am
AlphaArchitect launches BOXX: 1-3 Month Box Spread ETF

Last post by Impatience « Thu Feb 13, 2025 12:13 am
Replies: 477
by happenstance » Wed Feb 01, 2023 1:01 pm
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86741 Views

Last post by Impatience
Thu Feb 13, 2025 12:13 am
Social Security taxes: paying up front or not (and how much)

Last post by Watty « Thu Feb 13, 2025 12:11 am
Replies: 10
by gunny » Wed Feb 12, 2025 8:59 pm

10 Replies

523 Views

Last post by Watty
Thu Feb 13, 2025 12:11 am
Money Market Funds new to investing

Last post by bogling « Thu Feb 13, 2025 12:09 am
Replies: 8
by Crj414 » Wed Feb 12, 2025 8:02 pm

8 Replies

544 Views

Last post by bogling
Thu Feb 13, 2025 12:09 am
Backdoor and Mega Backdoor Roth withdrawal of principle

Last post by Wannaretireearly « Thu Feb 13, 2025 12:03 am
Replies: 8
by bspk » Tue Feb 11, 2025 7:15 pm

8 Replies

577 Views

Last post by Wannaretireearly
Thu Feb 13, 2025 12:03 am
Fund your Roth IRA as early as possible each year

Last post by toddthebod « Wed Feb 12, 2025 11:59 pm
Replies: 1
by heyyou » Wed Feb 12, 2025 11:56 pm

1 Replies

129 Views

Last post by toddthebod
Wed Feb 12, 2025 11:59 pm
Won the Early Retirement "Game". Going for Generational Wealth

Last post by Watty « Wed Feb 12, 2025 11:40 pm
Replies: 9
by MrCheapo » Wed Feb 12, 2025 9:44 pm

9 Replies

1140 Views

Last post by Watty
Wed Feb 12, 2025 11:40 pm
Roth conversion timing

Last post by heyyou « Wed Feb 12, 2025 11:31 pm
Replies: 23
by leftcoaster » Sat Feb 08, 2025 9:30 am

23 Replies

1783 Views

Last post by heyyou
Wed Feb 12, 2025 11:31 pm
Vanguard is creating a T-Bill ETF

Last post by chrisdds98 « Wed Feb 12, 2025 11:29 pm
Replies: 118
by capybara11 » Sun Dec 01, 2024 10:46 am
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16791 Views

Last post by chrisdds98
Wed Feb 12, 2025 11:29 pm
How to adjust your portfolio like Jack Bogle did before the “dot-com” market crash

Last post by Watty « Wed Feb 12, 2025 11:24 pm
Replies: 4
by TrustTheMarket » Wed Feb 12, 2025 10:11 pm

4 Replies

503 Views

Last post by Watty
Wed Feb 12, 2025 11:24 pm
How to Stop Over-Analyzing My Financial Life???

Last post by Wannaretireearly « Wed Feb 12, 2025 11:20 pm
Replies: 30
by yolk » Wed Feb 12, 2025 12:36 pm

30 Replies

2204 Views

Last post by Wannaretireearly
Wed Feb 12, 2025 11:20 pm
Getting my own health insurance

Last post by beyou « Wed Feb 12, 2025 11:19 pm
Replies: 9
by GordonG » Wed Feb 12, 2025 8:51 pm

9 Replies

499 Views

Last post by beyou
Wed Feb 12, 2025 11:19 pm
Assisting with Kids first home purchase!

Last post by retirewithjoy « Wed Feb 12, 2025 11:14 pm
Replies: 52
by Marq1 » Wed Feb 12, 2025 2:43 pm
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2460 Views

Last post by retirewithjoy
Wed Feb 12, 2025 11:14 pm
The Final, Definitive Thread on Brokerage Transfer Bonuses

Last post by cak144 « Wed Feb 12, 2025 11:14 pm
Replies: 9813
by Earl Lemongrab » Fri Aug 05, 2016 8:07 pm
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9813 Replies

1841286 Views

Last post by cak144
Wed Feb 12, 2025 11:14 pm
Video application for credit card?!?

Last post by tsarstruckPHL « Wed Feb 12, 2025 11:03 pm
Replies: 10
by vtMaps » Wed Feb 12, 2025 7:30 pm

10 Replies

771 Views

Last post by tsarstruckPHL
Wed Feb 12, 2025 11:03 pm
Tax credit for solar/battery backup

Last post by toddthebod « Wed Feb 12, 2025 10:56 pm
Replies: 9
by cybertruck » Wed Feb 12, 2025 1:56 pm

9 Replies

601 Views

Last post by toddthebod
Wed Feb 12, 2025 10:56 pm
Charlie Ellis’ new book “Rethinking Investing”

Last post by CletusCaddy « Wed Feb 12, 2025 10:46 pm
Replies: 42
by TrustTheMarket » Mon Feb 10, 2025 3:24 pm

42 Replies

4794 Views

Last post by CletusCaddy
Wed Feb 12, 2025 10:46 pm
Seeking Financial Guidance – Active Duty USMC (18 y/o)

Last post by Minpinchipo « Wed Feb 12, 2025 10:43 pm
Replies: 1
by Velzi35 » Wed Feb 12, 2025 10:18 pm

1 Replies

149 Views

Last post by Minpinchipo
Wed Feb 12, 2025 10:43 pm
FT article on Vanguard

Last post by aj44 « Wed Feb 12, 2025 10:42 pm
Replies: 11
by exodusing » Wed Feb 12, 2025 3:13 pm

11 Replies

1335 Views

Last post by aj44
Wed Feb 12, 2025 10:42 pm
Roth Conversion with 20% Withholding for 1099-R

Last post by Navillus1968 « Wed Feb 12, 2025 10:40 pm
Replies: 39
by KlangFool » Sat Feb 08, 2025 10:05 am

39 Replies

2733 Views

Last post by Navillus1968
Wed Feb 12, 2025 10:40 pm
If only 1/3 to 1/4 of fixed income is needed for rebalancing…

Last post by fulltilt « Wed Feb 12, 2025 10:24 pm
Replies: 16
by Coato » Wed Feb 12, 2025 7:48 am

16 Replies

1274 Views

Last post by fulltilt
Wed Feb 12, 2025 10:24 pm
Pragmatic Approaches to Lowering Risk in Bonds?

Last post by rossington « Wed Feb 12, 2025 10:08 pm
Replies: 38
by invest4 » Tue Feb 11, 2025 2:39 pm

38 Replies

2606 Views

Last post by rossington
Wed Feb 12, 2025 10:08 pm
Roth Conversion - Using withholding method

Last post by RetiredAL « Wed Feb 12, 2025 10:07 pm
Replies: 137
by MoneyIsTime » Mon Nov 18, 2024 12:23 pm
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12445 Views

Last post by RetiredAL
Wed Feb 12, 2025 10:07 pm
REIT funds of a deceased investor

Last post by White Coat Investor « Wed Feb 12, 2025 10:03 pm
Replies: 5
by Crj414 » Wed Feb 12, 2025 3:00 pm

5 Replies

382 Views

Last post by White Coat Investor
Wed Feb 12, 2025 10:03 pm
Box 15 on 1099-INT

Last post by Gus « Wed Feb 12, 2025 9:55 pm
Replies: 11
by Dufus » Wed Feb 12, 2025 3:38 pm

11 Replies

765 Views

Last post by Gus
Wed Feb 12, 2025 9:55 pm
File tax without waiting for W-2C (HSA overcontribution)

Last post by nalor511 « Wed Feb 12, 2025 9:52 pm
Replies: 1
by ss98 » Wed Feb 12, 2025 9:45 pm

1 Replies

123 Views

Last post by nalor511
Wed Feb 12, 2025 9:52 pm
Hoping for answers to questions about using IRS Free File Fillable Forms

Last post by JazzTime « Wed Feb 12, 2025 9:44 pm
Replies: 63
by CenTexan » Tue Feb 11, 2025 1:38 pm
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2687 Views

Last post by JazzTime
Wed Feb 12, 2025 9:44 pm
Why Roth conversions always pay off—if you can hold on long enough [Update 2/2025]

Last post by McQ « Wed Feb 12, 2025 9:42 pm
Replies: 419
by McQ » Thu Sep 23, 2021 12:28 pm
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75857 Views

Last post by McQ
Wed Feb 12, 2025 9:42 pm
Tax efficient money market alternative

Last post by medchemguy « Wed Feb 12, 2025 9:42 pm
Replies: 4
by Invest_Wisely » Wed Feb 12, 2025 8:23 pm

4 Replies

412 Views

Last post by medchemguy
Wed Feb 12, 2025 9:42 pm
FA fees going up on my 401k plan.

Last post by Katietsu « Wed Feb 12, 2025 9:40 pm
Replies: 18
by SmallCityDave » Mon Feb 10, 2025 10:52 am

18 Replies

1445 Views

Last post by Katietsu
Wed Feb 12, 2025 9:40 pm
Capital Gain [How much capital gain did I make?]

Last post by suemarkp « Wed Feb 12, 2025 9:37 pm
Replies: 3
by neworleans_no » Wed Feb 12, 2025 8:19 pm

3 Replies

266 Views

Last post by suemarkp
Wed Feb 12, 2025 9:37 pm
Advice for 2025: OMY or Retire Now?

Last post by Wannaretireearly « Wed Feb 12, 2025 9:32 pm
Replies: 57
by bogleboy22 » Mon Dec 30, 2024 6:50 pm
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11602 Views

Last post by Wannaretireearly
Wed Feb 12, 2025 9:32 pm
Entering Vanguard 1099-Div in Turbo Tax 2024 boxes

Last post by Geologist « Wed Feb 12, 2025 9:17 pm
Replies: 11
by PinotGris » Wed Feb 12, 2025 3:52 pm

11 Replies

705 Views

Last post by Geologist
Wed Feb 12, 2025 9:17 pm
Thoughts on Quicken Life Hub?

Last post by PaunchyPirate « Wed Feb 12, 2025 9:05 pm
Replies: 14
by funyun » Mon Feb 10, 2025 9:41 am

14 Replies

1127 Views

Last post by PaunchyPirate
Wed Feb 12, 2025 9:05 pm
Vacation Home

Last post by investuntilimrich « Wed Feb 12, 2025 8:59 pm
Replies: 20
by drramey » Mon Feb 10, 2025 10:05 pm

20 Replies

2954 Views

Last post by investuntilimrich
Wed Feb 12, 2025 8:59 pm
SPXT (S&P 500 Ex-Technology) & ex tech etfs

Last post by nisiprius « Wed Feb 12, 2025 8:55 pm
Replies: 2
by gtf8 » Wed Feb 12, 2025 8:15 am

2 Replies

333 Views

Last post by nisiprius
Wed Feb 12, 2025 8:55 pm
Citi Costco Card now 5% @ Costco Gas

Last post by slondr « Wed Feb 12, 2025 8:52 pm
Replies: 56
by AllMostThere » Tue Jan 21, 2025 11:08 am
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6790 Views

Last post by slondr
Wed Feb 12, 2025 8:52 pm
Any of these 457 Bond Funds "good enough"?

Last post by Beensabu « Wed Feb 12, 2025 8:49 pm
Replies: 4
by RedandGold » Tue Feb 11, 2025 9:44 pm

4 Replies

526 Views

Last post by Beensabu
Wed Feb 12, 2025 8:49 pm
Inherited IRA

Last post by Crj414 « Wed Feb 12, 2025 8:48 pm

by Crj414 » Wed Feb 12, 2025 8:48 pm

0 Replies

162 Views

Last post by Crj414
Wed Feb 12, 2025 8:48 pm

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