Bogleheads.org

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...

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.

Thank you. We would like to invest in some real estate via a syndicate; we could not do that in rollover 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...

Happy birthday Tyler! Thank you for all you do!!

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...

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!

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 ...

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...

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...

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 ...

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...

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...

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.

My nephew lives in India and started a new career. Could you please suggest low cost buy & hold funds that he can invest in.

Thank you all for your time and answers...

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...