Search found 17 matches

by dfw_north
Fri Apr 09, 2021 10:21 pm
Forum: Personal Investments
Topic: Roll over IRA adn Self Directed IRA
Replies: 7
Views: 406

Re: Roll over IRA adn Self Directed IRA

Here’s what I know/believe. 1) The transfer of the quarterly dividends has to be custodian to custodian as you are only able to make one indirect rollover per year (as in 365/366 days point to point) from any of your IRAs. Serious IRS issues if you violate that rule. This issue is not specific to a...
by dfw_north
Fri Apr 09, 2021 10:16 pm
Forum: Personal Investments
Topic: Roll over IRA adn Self Directed IRA
Replies: 7
Views: 406

Re: Roll over IRA adn Self Directed IRA

placeholder wrote: Fri Apr 09, 2021 7:46 pm I thought a lot of the benefits of real estate investing had to do with tax deductions and such.
Thank you. Good to know.
by dfw_north
Fri Apr 09, 2021 7:23 pm
Forum: Personal Investments
Topic: Roll over IRA adn Self Directed IRA
Replies: 7
Views: 406

Re: Roll over IRA adn Self Directed IRA

Thank you. We would like to invest in some real estate via a syndicate; we could not do that in rollover Ira.
by dfw_north
Fri Apr 09, 2021 6:09 pm
Forum: Personal Investments
Topic: Roll over IRA adn Self Directed IRA
Replies: 7
Views: 406

Roll over IRA adn Self Directed IRA

My wife has money in her Roll over IRA. It was rolled over from 401K plan from her previous employer. She plans to move some of that money to a Self directed IRA - where the amount gets invested in some Real estate. Self directed IRA will get dividend every quarter. My questions are 1) Can she trans...
by dfw_north
Mon Jan 25, 2021 8:58 pm
Forum: US Chapters
Topic: Happy 97th Birthday, Taylor Larimore
Replies: 146
Views: 7067

Re: Happy 97th Birthday, Taylor Larimore

Happy birthday Tyler! Thank you for all you do!!
by dfw_north
Sun Jan 17, 2021 9:24 am
Forum: Personal Consumer Issues
Topic: Microsoft Office - scanning?
Replies: 15
Views: 1430

Re: Microsoft Office - scanning?

So I'm shopping for a new laptop and my current one is ancient, so I am not up to speed technically. I'm looking at a Lenovo IdeaPad Flex 3 (11). It seems to be okay for the things I do. I don't game, watch long videos, etc. What I can''t figure out is what to do about scanning. It has optional Mic...
by dfw_north
Sun Jan 17, 2021 9:21 am
Forum: Personal Investments
Topic: Optimal frequency for auto-investing in taxable account
Replies: 41
Views: 3008

Re: Optimal frequency for auto-investing in taxable account

:happy
lakpr wrote: Sat Jan 16, 2021 4:07 am There is a user here (and I do not mean myself) who is fond of saying:

When should you invest the money? When you have it.
When should you withdraw the money? When you need it.
Next!

:)
by dfw_north
Sat Jan 16, 2021 4:25 pm
Forum: Personal Finance (Not Investing)
Topic: IRS delays start of tax filing season to Friday, February 12, 2021
Replies: 75
Views: 7209

Re: IRS delays start of tax filing season to Feb. 12

Also announced on IRS official website: https://www.irs.gov/newsroom/2021-tax-filing-season-begins-feb-12-irs-outlines-steps-to-speed-refunds-during-pandemic IR-2021-16, January 15, 2021 WASHINGTON ― The Internal Revenue Service announced that the nation's tax season will start on Friday, February ...
by dfw_north
Mon Jan 11, 2021 9:34 pm
Forum: Non-US Investing
Topic: Indian Mutual funds [India]
Replies: 17
Views: 1466

Re: Indian Mutual funds [India]

Any ETF ticker names you'd recommend? Some alternatives to basic ones like SPY, VTI, VTIBX etc. Motilal Oswal S&P 500 index Fund, Motilal Oswal Nasdaq 100 ETF and Motilal Oswal Nifty 500 Index Fund. There are no International Bond Funds here. I would advice to not invest in debt funds if you ar...
by dfw_north
Mon Jan 11, 2021 9:29 pm
Forum: Non-US Investing
Topic: Indian Mutual funds [India]
Replies: 17
Views: 1466

Re: Indian Mutual funds

Thank you for your response .. MOFSP500 Direct plan has .49 ter and regular plan has twice that. How can One invest via Direct plan.. You can use Kuvera for buying via Direct Plan. Or Zerodha but that stores Mutual Fund units in Demat format. Thank you. Could you please let me know the difference b...
by dfw_north
Sun Jan 10, 2021 10:13 pm
Forum: Non-US Investing
Topic: Indian Mutual funds [India]
Replies: 17
Views: 1466

Re: Indian Mutual funds [India]

My nephew lives in India and started a new career. Could you please suggest low cost buy & hold funds that he can invest in. Nifty 50 index funds are represent most of the market and are low cost. For example, UTI Nifty 50 has 0.1% expense. You can directly invest from Asset Management Company ...
by dfw_north
Sun Jan 10, 2021 10:13 pm
Forum: Non-US Investing
Topic: Indian Mutual funds [India]
Replies: 17
Views: 1466

Re: Indian Mutual funds [India]

My nephew lives in India and started a new career. Could you please suggest low cost buy & hold funds that he can invest in. Have you found the non-US section of the wiki? If not, this page may be of interest: Investing from India - Bogleheads India has a sub-par US income tax treaty, and no US...
by dfw_north
Sun Jan 10, 2021 6:21 pm
Forum: Non-US Investing
Topic: Indian Mutual funds [India]
Replies: 17
Views: 1466

Re: Indian Mutual funds

My nephew lives in India and started a new career. Could you please suggest low cost buy & hold funds that he can invest in. Right so a combination of Motilal Oswal Nifty 500 fund and Motilal Oswal S&P 500 fund should do the job for your nephew. He can buy them using Kuvera. Thank you for y...
by dfw_north
Sun Jan 10, 2021 6:00 pm
Forum: Non-US Investing
Topic: Indian Mutual funds [India]
Replies: 17
Views: 1466

Re: Indian Mutual funds

dru808 wrote: Sun Jan 10, 2021 2:47 pm ETFs? maybe, total US, total international

Thank you.. I do not believe he has access to US funds.
by dfw_north
Sun Jan 10, 2021 2:45 pm
Forum: Non-US Investing
Topic: Indian Mutual funds [India]
Replies: 17
Views: 1466

Indian Mutual funds [India]

My nephew lives in India and started a new career. Could you please suggest low cost buy & hold funds that he can invest in.
by dfw_north
Sun Dec 27, 2020 2:02 pm
Forum: Investing - Theory, News & General
Topic: Utility Stocks
Replies: 15
Views: 1512

Re: Utility Stocks

Thank you all for your time and answers...
by dfw_north
Sun Dec 27, 2020 12:29 am
Forum: Investing - Theory, News & General
Topic: Utility Stocks
Replies: 15
Views: 1512

Utility Stocks

I wonder why utility stocks are trading @ a discount. SR, NJR, OGS etc. Considering low interest rates, it is surprising. What am I missing here? Thank you for for your answers...