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Last post

How To Track 5-Year Rule for Roth IRA Conversions?

Last post by retiredjg « Sat Jun 03, 2023 7:27 am
Posted in Personal Investments
Replies: 44
by joejump62 » Thu Apr 20, 2023 4:31 pm » in Personal Investments

44 Replies

3217 Views

Last post by retiredjg
Sat Jun 03, 2023 7:27 am
Why hold bonds in retirement account when I can just hold MUNI's in brokerage?

Last post by petulant « Sat Jun 03, 2023 7:27 am
Posted in Personal Investments
Replies: 9
by andysnp » Fri Jun 02, 2023 3:16 pm » in Personal Investments

9 Replies

625 Views

Last post by petulant
Sat Jun 03, 2023 7:27 am
How are we doing?

Last post by Outer Marker « Sat Jun 03, 2023 7:27 am
Posted in Investing - Theory, News & General
Replies: 8
by Johndeere8820 » Wed May 31, 2023 3:13 pm » in Investing - Theory, News & General

8 Replies

1027 Views

Last post by Outer Marker
Sat Jun 03, 2023 7:27 am
Taxation of CD Interest

Last post by sycamore « Sat Jun 03, 2023 7:27 am
Posted in Investing - Theory, News & General
Replies: 5
by zero_coupon » Sat May 20, 2023 4:51 pm » in Investing - Theory, News & General

5 Replies

1231 Views

Last post by sycamore
Sat Jun 03, 2023 7:27 am
Can I retire at 50?

Last post by mrmass « Sat Jun 03, 2023 7:26 am
Posted in Personal Investments
Replies: 83
by UU37CN13 » Sun Jun 12, 2022 7:43 am » in Personal Investments
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83 Replies

9048 Views

Last post by mrmass
Sat Jun 03, 2023 7:26 am
New fee for Vanguard mutual accounts [June 2023 update]

Last post by jeffyscott « Sat Jun 03, 2023 7:25 am
Posted in Investing - Theory, News & General
Replies: 1384
by Iorek » Mon Aug 08, 2022 11:25 am » in Investing - Theory, News & General
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1384 Replies

117341 Views

Last post by jeffyscott
Sat Jun 03, 2023 7:25 am
Vanguard advisors [Looking for advice about advisors]

Last post by retiredjg « Sat Jun 03, 2023 7:22 am
Posted in Personal Investments
Replies: 4
by halibut9 » Fri Jun 02, 2023 7:06 pm » in Personal Investments

4 Replies

345 Views

Last post by retiredjg
Sat Jun 03, 2023 7:22 am
Do we need umbrella insurance?

Last post by ClevrChico « Sat Jun 03, 2023 7:21 am
Posted in Personal Finance (Not Investing)
Replies: 22
by ChrisTraeger » Fri Jun 02, 2023 6:53 pm » in Personal Finance (Not Investing)

22 Replies

1182 Views

Last post by ClevrChico
Sat Jun 03, 2023 7:21 am
Selling a business and initial investments

Last post by meebs « Sat Jun 03, 2023 7:21 am
Posted in Personal Investments
Replies: 6
by meebs » Fri Jun 02, 2023 10:16 pm » in Personal Investments

6 Replies

360 Views

Last post by meebs
Sat Jun 03, 2023 7:21 am
Substituting broad portfolio with growth in taxable account?

Last post by petulant « Sat Jun 03, 2023 7:19 am
Posted in Investing - Theory, News & General
Replies: 7
by digitalchampion » Wed May 31, 2023 4:31 pm » in Investing - Theory, News & General

7 Replies

691 Views

Last post by petulant
Sat Jun 03, 2023 7:19 am
Cliff Asness on bonds and stock telling a different story

Last post by nyejos11 « Sat Jun 03, 2023 7:17 am
Posted in Investing - Theory, News & General
Replies: 54
by steve321 » Fri Jun 02, 2023 9:33 am » in Investing - Theory, News & General
1

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54 Replies

3029 Views

Last post by nyejos11
Sat Jun 03, 2023 7:17 am
SPIAs - how come they haven't changed?

Last post by petulant « Sat Jun 03, 2023 7:17 am
Posted in Investing - Theory, News & General
Replies: 75
by HomerJ » Tue May 30, 2023 10:43 am » in Investing - Theory, News & General
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75 Replies

4460 Views

Last post by petulant
Sat Jun 03, 2023 7:17 am
Fidelity as a one stop shop

Last post by riverant « Sat Jun 03, 2023 7:16 am
Posted in Personal Finance (Not Investing)
Replies: 4624
by BogleMelon » Sat Dec 15, 2018 8:33 pm » in Personal Finance (Not Investing)
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4624 Replies

635337 Views

Last post by riverant
Sat Jun 03, 2023 7:16 am
Does it ever make sense not to take the joint and survivor pension option?

Last post by Bbddl « Sat Jun 03, 2023 7:15 am
Posted in Personal Finance (Not Investing)
Replies: 56
by CyclingDuo » Sun Apr 30, 2023 2:15 pm » in Personal Finance (Not Investing)
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56 Replies

4885 Views

Last post by Bbddl
Sat Jun 03, 2023 7:15 am
Allstate Joiins State Farm in Halting the Sale of CA HOA and other Property insurance Policies

Last post by scifilover « Sat Jun 03, 2023 7:09 am
Posted in Personal Finance (Not Investing)

by scifilover » Sat Jun 03, 2023 7:09 am » in Personal Finance (Not Investing)

0 Replies

62 Views

Last post by scifilover
Sat Jun 03, 2023 7:09 am
Brazilian Jiu-Jitsu for kids?

Last post by stoptothink « Sat Jun 03, 2023 7:09 am
Posted in Personal Consumer Issues
Replies: 27
by davebo » Thu Jun 01, 2023 4:55 pm » in Personal Consumer Issues

27 Replies

1695 Views

Last post by stoptothink
Sat Jun 03, 2023 7:09 am
How to plan for helping financially precarious parents in retirement?

Last post by bltn « Sat Jun 03, 2023 7:04 am
Posted in Personal Finance (Not Investing)
Replies: 22
by transport2391 » Fri Jun 02, 2023 10:51 am » in Personal Finance (Not Investing)

22 Replies

1869 Views

Last post by bltn
Sat Jun 03, 2023 7:04 am
Why are no REIT funds attempting to proxy the real estate market?

Last post by Leesbro63 « Sat Jun 03, 2023 7:03 am
Posted in Investing - Theory, News & General
Replies: 25
by cat_guy » Thu Jun 01, 2023 9:18 pm » in Investing - Theory, News & General

25 Replies

1750 Views

Last post by Leesbro63
Sat Jun 03, 2023 7:03 am
Saving for Next Home Options

Last post by TXDoc21 « Sat Jun 03, 2023 6:59 am
Posted in Personal Finance (Not Investing)
Replies: 14
by scgamecocks29466 » Thu Jun 01, 2023 2:16 pm » in Personal Finance (Not Investing)

14 Replies

1021 Views

Last post by TXDoc21
Sat Jun 03, 2023 6:59 am
Purpose of Bonds in AA, Particularly if you have a decent pension?

Last post by Stinky « Sat Jun 03, 2023 6:56 am
Posted in Personal Investments
Replies: 18
by MrCheapo » Fri Jun 02, 2023 10:05 am » in Personal Investments

18 Replies

1624 Views

Last post by Stinky
Sat Jun 03, 2023 6:56 am
42 yrs old - How are we doing?

Last post by Outer Marker « Sat Jun 03, 2023 6:53 am
Posted in Personal Finance (Not Investing)
Replies: 42
by Smartbutnotenough » Wed May 26, 2021 11:21 pm » in Personal Finance (Not Investing)

42 Replies

12206 Views

Last post by Outer Marker
Sat Jun 03, 2023 6:53 am
WSJ Long Term Care self-insuring article

Last post by Leesbro63 « Sat Jun 03, 2023 6:53 am
Posted in Investing - Theory, News & General
Replies: 34
by rustwood » Fri Jun 02, 2023 6:34 am » in Investing - Theory, News & General

34 Replies

2772 Views

Last post by Leesbro63
Sat Jun 03, 2023 6:53 am
Best use of Chase points?

Last post by Jags4186 « Sat Jun 03, 2023 6:52 am
Posted in Personal Finance (Not Investing)
Replies: 10
by newyorker » Fri Jun 02, 2023 11:31 pm » in Personal Finance (Not Investing)

10 Replies

898 Views

Last post by Jags4186
Sat Jun 03, 2023 6:52 am
Cost basis information when changing brokerage houses

Last post by randybobandy « Sat Jun 03, 2023 6:50 am
Posted in Personal Finance (Not Investing)
Replies: 7
by miamivice » Fri Jun 02, 2023 5:37 pm » in Personal Finance (Not Investing)

7 Replies

418 Views

Last post by randybobandy
Sat Jun 03, 2023 6:50 am
Anyone ever sold their TIAA annuity?

Last post by Stinky « Sat Jun 03, 2023 6:45 am
Posted in Personal Investments
Replies: 1
by RationalWalk » Fri Jun 02, 2023 8:47 pm » in Personal Investments

1 Replies

248 Views

Last post by Stinky
Sat Jun 03, 2023 6:45 am
A Simple Bogleheads Retirement Using Variable Percentage Withdrawals (VPW Forward Test)

Last post by longinvest « Sat Jun 03, 2023 6:41 am
Posted in Investing - Theory, News & General
Replies: 668
by longinvest » Sun Jun 30, 2019 10:37 am » in Investing - Theory, News & General
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668 Replies

179667 Views

Last post by longinvest
Sat Jun 03, 2023 6:41 am
Amazon claims delivery given directly to a resident but it was not me.

Last post by nisiprius « Sat Jun 03, 2023 6:26 am
Posted in Personal Consumer Issues
Replies: 7
by Lynette » Fri Jun 02, 2023 9:19 pm » in Personal Consumer Issues

7 Replies

846 Views

Last post by nisiprius
Sat Jun 03, 2023 6:26 am
Post your Financial Milestone Announcements Here

Last post by Stinky « Sat Jun 03, 2023 6:25 am
Posted in US Chapters
Replies: 3117
by VAslim16 » Wed May 17, 2017 6:42 am » in US Chapters
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3117 Replies

419268 Views

Last post by Stinky
Sat Jun 03, 2023 6:25 am
Savings account as primary?

Last post by gotoparks « Sat Jun 03, 2023 6:18 am
Posted in Personal Finance (Not Investing)
Replies: 4
by manlymatt83 » Fri Jun 02, 2023 11:03 pm » in Personal Finance (Not Investing)

4 Replies

537 Views

Last post by gotoparks
Sat Jun 03, 2023 6:18 am
Unusual Requirement for Maturing Certificate of Deposit at Chase

Last post by HomeStretch « Sat Jun 03, 2023 6:10 am
Posted in Personal Finance (Not Investing)
Replies: 12
by carmine72 » Fri Jun 02, 2023 4:16 pm » in Personal Finance (Not Investing)

12 Replies

1388 Views

Last post by HomeStretch
Sat Jun 03, 2023 6:10 am
Moving Away from Individual Bonds

Last post by Parkinglotracer « Sat Jun 03, 2023 6:07 am
Posted in Personal Investments
Replies: 26
by retired-early » Fri Jun 02, 2023 3:44 pm » in Personal Investments

26 Replies

1390 Views

Last post by Parkinglotracer
Sat Jun 03, 2023 6:07 am
Muni ETFs and Tax Equiv. Yield

Last post by sycamore « Sat Jun 03, 2023 6:00 am
Posted in Investing - Theory, News & General
Replies: 2
by v42 » Fri Jun 02, 2023 10:53 am » in Investing - Theory, News & General

2 Replies

236 Views

Last post by sycamore
Sat Jun 03, 2023 6:00 am
Analyst Estimates

Last post by dogagility « Sat Jun 03, 2023 5:53 am
Posted in Personal Investments
Replies: 12
by miamivice » Wed May 31, 2023 9:15 pm » in Personal Investments

12 Replies

1131 Views

Last post by dogagility
Sat Jun 03, 2023 5:53 am
Summer Virtual/Home "School" programs for kids

Last post by ThankYouJack « Sat Jun 03, 2023 5:49 am
Posted in Personal Consumer Issues
Replies: 3
by ThankYouJack » Fri Jun 02, 2023 5:49 pm » in Personal Consumer Issues

3 Replies

329 Views

Last post by ThankYouJack
Sat Jun 03, 2023 5:49 am
Contribution to 401k vs taking loan for kids college

Last post by HomeStretch « Sat Jun 03, 2023 5:38 am
Posted in Personal Investments
Replies: 62
by wackerdr » Wed May 31, 2023 9:33 pm » in Personal Investments
1

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62 Replies

3024 Views

Last post by HomeStretch
Sat Jun 03, 2023 5:38 am
Advice on Large Cap Value/Growth Funds

Last post by dogagility « Sat Jun 03, 2023 5:23 am
Posted in Personal Investments
Replies: 3
by RetireGood » Sat Jun 03, 2023 1:04 am » in Personal Investments

3 Replies

283 Views

Last post by dogagility
Sat Jun 03, 2023 5:23 am
Property taxes in California

Last post by Ron Ronnerson « Sat Jun 03, 2023 5:23 am
Posted in Personal Investments
Replies: 12
by Ninja » Fri Jun 02, 2023 6:31 am » in Personal Investments

12 Replies

1662 Views

Last post by Ron Ronnerson
Sat Jun 03, 2023 5:23 am
Am I able to exchange like-kind funds with no tax liability?

Last post by TomatoTomahto « Sat Jun 03, 2023 5:12 am
Posted in Personal Finance (Not Investing)
Replies: 7
by miamivice » Fri Jun 02, 2023 8:51 pm » in Personal Finance (Not Investing)

7 Replies

534 Views

Last post by TomatoTomahto
Sat Jun 03, 2023 5:12 am
Money Market Funds

Last post by daviddem « Sat Jun 03, 2023 4:53 am
Posted in Non-US Investing
Replies: 65
by michoco911 » Fri Apr 14, 2023 12:47 am » in Non-US Investing
1

2
65 Replies

7963 Views

Last post by daviddem
Sat Jun 03, 2023 4:53 am
my bank is being acquired - want to switch - suggestions?

Last post by Fubs « Sat Jun 03, 2023 4:23 am
Posted in Personal Finance (Not Investing)
Replies: 30
by DoctorPhysics » Sat May 28, 2022 6:14 pm » in Personal Finance (Not Investing)

30 Replies

3147 Views

Last post by Fubs
Sat Jun 03, 2023 4:23 am
Interactive Brokers Stock ETFs protection

Last post by Laurizas « Sat Jun 03, 2023 4:18 am
Posted in Non-US Investing
Replies: 4
by michoco911 » Sun May 07, 2023 2:55 pm » in Non-US Investing

4 Replies

924 Views

Last post by Laurizas
Sat Jun 03, 2023 4:18 am
Share your net worth progression

Last post by YeWill « Sat Jun 03, 2023 4:03 am
Posted in Personal Finance (Not Investing)
Replies: 3666
by techcrium » Tue May 13, 2014 10:14 am » in Personal Finance (Not Investing)
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70

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3666 Replies

864576 Views

Last post by YeWill
Sat Jun 03, 2023 4:03 am
Why is cash allocation so high in Vanguard 2065 Target Date Fund?

Last post by typical.investor « Sat Jun 03, 2023 3:29 am
Posted in Investing - Theory, News & General
Replies: 3
by 25millz » Sat Jun 03, 2023 2:13 am » in Investing - Theory, News & General

3 Replies

450 Views

Last post by typical.investor
Sat Jun 03, 2023 3:29 am
Bond ETF: How to identify low tax witholding

Last post by daviddem « Sat Jun 03, 2023 3:15 am
Posted in Non-US Investing
Replies: 5
by bloodymeli » Fri Jun 02, 2023 3:51 pm » in Non-US Investing

5 Replies

360 Views

Last post by daviddem
Sat Jun 03, 2023 3:15 am
Minimizing taxes for a downpayment

Last post by DoubleClick « Sat Jun 03, 2023 2:06 am
Posted in Personal Finance (Not Investing)
Replies: 3
by DoubleClick » Sat Jun 03, 2023 1:38 am » in Personal Finance (Not Investing)

3 Replies

223 Views

Last post by DoubleClick
Sat Jun 03, 2023 2:06 am
Workarounds for the loss of Xfinity cable box

Last post by rgs92 « Sat Jun 03, 2023 1:13 am
Posted in Personal Consumer Issues
Replies: 37
by gavinsiu » Wed May 10, 2023 5:52 pm » in Personal Consumer Issues

37 Replies

2949 Views

Last post by rgs92
Sat Jun 03, 2023 1:13 am
Family Member Asking About Fidelity Balanced Fund

Last post by 000 « Sat Jun 03, 2023 1:08 am
Posted in Investing - Theory, News & General
Replies: 29
by Charles Joseph » Sat May 27, 2023 11:40 am » in Investing - Theory, News & General

29 Replies

2768 Views

Last post by 000
Sat Jun 03, 2023 1:08 am
SCHD Poor Performance

Last post by Northern Flicker « Sat Jun 03, 2023 12:55 am
Posted in Investing - Theory, News & General
Replies: 9
by POINT3R » Fri Jun 02, 2023 6:55 pm » in Investing - Theory, News & General

9 Replies

1094 Views

Last post by Northern Flicker
Sat Jun 03, 2023 12:55 am
Why not growth all the way?

Last post by freyj6 « Sat Jun 03, 2023 12:52 am
Posted in Investing - Theory, News & General
Replies: 32
by meadowrue » Fri Jun 02, 2023 9:12 am » in Investing - Theory, News & General

32 Replies

1982 Views

Last post by freyj6
Sat Jun 03, 2023 12:52 am
Wifi for Whole House - Your Recommendations?

Last post by rgs92 « Sat Jun 03, 2023 12:29 am
Posted in Personal Consumer Issues
Replies: 40
by ruanddu » Thu Jun 01, 2023 10:19 am » in Personal Consumer Issues

40 Replies

2314 Views

Last post by rgs92
Sat Jun 03, 2023 12:29 am

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