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Tax Efficient Strategy using Tax-deferred, Roth, and Taxable accounts

Last post by smartinvestor2020 « Sun Sep 24, 2023 10:39 pm
Posted in Personal Investments
Replies: 89
by smartinvestor2020 » Sat Aug 05, 2023 5:49 pm » in Personal Investments
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89 Replies

7515 Views

Last post by smartinvestor2020
Sun Sep 24, 2023 10:39 pm
Timeline/Deadline for Surviving Spouse to Inherit tIRA and ROTH IRA accounts

Last post by MarkNYC « Sun Sep 24, 2023 10:38 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by TetrisCollider » Sun Sep 24, 2023 12:04 pm » in Personal Finance (Not Investing)

7 Replies

387 Views

Last post by MarkNYC
Sun Sep 24, 2023 10:38 pm
NUA question for a friend

Last post by RyeBourbon « Sun Sep 24, 2023 10:35 pm
Posted in Personal Investments
Replies: 12
by CookieDough » Fri Sep 22, 2023 4:35 pm » in Personal Investments

12 Replies

1136 Views

Last post by RyeBourbon
Sun Sep 24, 2023 10:35 pm
Does work get easier/better the closer you are to your FIRE number?

Last post by L84SUPR « Sun Sep 24, 2023 10:33 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by gwu11 » Sun Sep 24, 2023 8:49 pm » in Personal Finance (Not Investing)

10 Replies

729 Views

Last post by L84SUPR
Sun Sep 24, 2023 10:33 pm
Best money market fund on Merrill Edge for Bank of America Preferred Rewards

Last post by pmindex « Sun Sep 24, 2023 10:33 pm
Posted in Personal Investments
Replies: 109
by gobsmacked » Sun Nov 20, 2022 10:47 am » in Personal Investments
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109 Replies

18929 Views

Last post by pmindex
Sun Sep 24, 2023 10:33 pm
Home Team Bias

Last post by Nathan Drake « Sun Sep 24, 2023 10:31 pm
Posted in Investing - Theory, News & General
Replies: 4
by blimp » Sun Sep 24, 2023 10:00 pm » in Investing - Theory, News & General

4 Replies

173 Views

Last post by Nathan Drake
Sun Sep 24, 2023 10:31 pm
How do you bridge medical insurance gap?

Last post by FlamePoint « Sun Sep 24, 2023 10:29 pm
Posted in Personal Finance (Not Investing)
Replies: 13
by javabean » Sat Sep 23, 2023 8:49 pm » in Personal Finance (Not Investing)

13 Replies

1572 Views

Last post by FlamePoint
Sun Sep 24, 2023 10:29 pm
Personal Investment Advice

Last post by FiveK « Sun Sep 24, 2023 10:27 pm
Posted in Personal Investments
Replies: 1
by Natalie20 » Sun Sep 24, 2023 8:38 pm » in Personal Investments

1 Replies

65 Views

Last post by FiveK
Sun Sep 24, 2023 10:27 pm
Is there a wash sale here?

Last post by arcticpineapplecorp. « Sun Sep 24, 2023 10:26 pm
Posted in Personal Investments
Replies: 11
by nrkv » Sat Sep 23, 2023 5:18 pm » in Personal Investments

11 Replies

1082 Views

Last post by arcticpineapplecorp.
Sun Sep 24, 2023 10:26 pm
Mass Emailing Service

Last post by clemrick « Sun Sep 24, 2023 10:25 pm
Posted in Personal Consumer Issues
Replies: 16
by clemrick » Thu Sep 21, 2023 4:08 pm » in Personal Consumer Issues

16 Replies

1340 Views

Last post by clemrick
Sun Sep 24, 2023 10:25 pm
Hedging USD/EUR currency risk for US expats investing in dollar-denominated bond etfs

Last post by typical.investor « Sun Sep 24, 2023 10:25 pm
Posted in Non-US Investing
Replies: 1
by RedJunglefowl » Sun Sep 24, 2023 9:52 pm » in Non-US Investing

1 Replies

67 Views

Last post by typical.investor
Sun Sep 24, 2023 10:25 pm
T-Mobile, Xfinity, AT&T now requiring bank accounts to retain auto-pay discount

Last post by R675309 « Sun Sep 24, 2023 10:21 pm
Posted in Personal Finance (Not Investing)
Replies: 177
by OnkSep » Tue Jul 11, 2023 2:22 pm » in Personal Finance (Not Investing)
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177 Replies

17290 Views

Last post by R675309
Sun Sep 24, 2023 10:21 pm
Cost basis of inherited brokerage account

Last post by cashmoney « Sun Sep 24, 2023 10:19 pm
Posted in Personal Investments
Replies: 5
by cashmoney » Sun Sep 24, 2023 9:30 pm » in Personal Investments

5 Replies

195 Views

Last post by cashmoney
Sun Sep 24, 2023 10:19 pm
Tax Loss Harvesting question

Last post by rkhusky « Sun Sep 24, 2023 10:18 pm
Posted in Personal Investments
Replies: 13
by zaplunken » Sun Sep 24, 2023 4:03 pm » in Personal Investments

13 Replies

527 Views

Last post by rkhusky
Sun Sep 24, 2023 10:18 pm
Cell phone and landline

Last post by Valjean « Sun Sep 24, 2023 10:17 pm
Posted in Personal Consumer Issues
Replies: 25
by placeholder » Sun Sep 24, 2023 12:33 am » in Personal Consumer Issues

25 Replies

1787 Views

Last post by Valjean
Sun Sep 24, 2023 10:17 pm
Passive Income Streams

Last post by Wannaretireearly « Sun Sep 24, 2023 10:16 pm
Posted in Personal Finance (Not Investing)
Replies: 11
by dunk1234 » Sun Sep 24, 2023 7:00 pm » in Personal Finance (Not Investing)

11 Replies

1049 Views

Last post by Wannaretireearly
Sun Sep 24, 2023 10:16 pm
Sherry (Jerez)

Last post by A. L. Breguet « Sun Sep 24, 2023 10:14 pm
Posted in Personal Consumer Issues

by A. L. Breguet » Sun Sep 24, 2023 10:14 pm » in Personal Consumer Issues

0 Replies

73 Views

Last post by A. L. Breguet
Sun Sep 24, 2023 10:14 pm
Automatically invest at Fidelity

Last post by Artful Dodger « Sun Sep 24, 2023 10:14 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by Raspberry-503 » Sun Sep 24, 2023 9:38 pm » in Personal Finance (Not Investing)

1 Replies

139 Views

Last post by Artful Dodger
Sun Sep 24, 2023 10:14 pm
Why Not a Bank CD Instead of a Bond Fund?

Last post by Northern Flicker « Sun Sep 24, 2023 10:11 pm
Posted in Personal Investments
Replies: 201
by Drewski04 » Thu Sep 21, 2023 11:10 am » in Personal Investments
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201 Replies

11397 Views

Last post by Northern Flicker
Sun Sep 24, 2023 10:11 pm
Who holds individual TIPS in taxable accounts?

Last post by unclescrooge « Sun Sep 24, 2023 10:10 pm
Posted in Investing - Theory, News & General
Replies: 1
by RedJunglefowl » Sun Sep 24, 2023 9:39 pm » in Investing - Theory, News & General

1 Replies

122 Views

Last post by unclescrooge
Sun Sep 24, 2023 10:10 pm
[Revised] Delta Skymiles Program

Last post by obgraham « Sun Sep 24, 2023 9:59 pm
Posted in Personal Finance (Not Investing)
Replies: 28
by bhwabeck3533 » Fri Sep 15, 2023 6:52 am » in Personal Finance (Not Investing)

28 Replies

3350 Views

Last post by obgraham
Sun Sep 24, 2023 9:59 pm
Rental Property - Insurance & Interest Rate Impact

Last post by AlwaysLearningMore « Sun Sep 24, 2023 9:55 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by LasRamblas » Sat Sep 23, 2023 8:49 pm » in Personal Finance (Not Investing)

6 Replies

485 Views

Last post by AlwaysLearningMore
Sun Sep 24, 2023 9:55 pm
What delayed gratification choices have you made lately?

Last post by Raspberry-503 « Sun Sep 24, 2023 9:51 pm
Posted in Personal Finance (Not Investing)
Replies: 23
by Impulsebuyking » Sun Sep 24, 2023 1:35 pm » in Personal Finance (Not Investing)

23 Replies

1711 Views

Last post by Raspberry-503
Sun Sep 24, 2023 9:51 pm
New tool for building a TIPS ladder

Last post by kaesler « Sun Sep 24, 2023 9:49 pm
Posted in Investing - Theory, News & General
Replies: 239
by kaesler » Sat Jan 07, 2023 4:55 pm » in Investing - Theory, News & General
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239 Replies

36953 Views

Last post by kaesler
Sun Sep 24, 2023 9:49 pm
Coast FIRE-sort of

Last post by cmr79 « Sun Sep 24, 2023 9:46 pm
Posted in Personal Investments
Replies: 7
by novicemoney » Sun Sep 24, 2023 8:16 pm » in Personal Investments

7 Replies

739 Views

Last post by cmr79
Sun Sep 24, 2023 9:46 pm
Should we redeposit contributions to CalPERS retirement account?

Last post by sergeant « Sun Sep 24, 2023 9:41 pm
Posted in Personal Investments
Replies: 1
by NorCalGaal » Sun Sep 24, 2023 7:18 pm » in Personal Investments

1 Replies

194 Views

Last post by sergeant
Sun Sep 24, 2023 9:41 pm
Asset Allocation Question

Last post by gavinsiu « Sun Sep 24, 2023 9:41 pm
Posted in Personal Investments
Replies: 17
by oddskunk » Sat Sep 23, 2023 2:31 pm » in Personal Investments

17 Replies

1329 Views

Last post by gavinsiu
Sun Sep 24, 2023 9:41 pm
TOD on VG Joint Accounts

Last post by Alan S. « Sun Sep 24, 2023 9:40 pm
Posted in Personal Finance (Not Investing)
Replies: 13
by vgletdown » Fri Sep 22, 2023 4:17 pm » in Personal Finance (Not Investing)

13 Replies

1404 Views

Last post by Alan S.
Sun Sep 24, 2023 9:40 pm
Investments for higher oil prices

Last post by Doctor Rhythm « Sun Sep 24, 2023 9:40 pm
Posted in Personal Investments
Replies: 9
by Zarro » Fri Sep 22, 2023 11:28 am » in Personal Investments

9 Replies

1182 Views

Last post by Doctor Rhythm
Sun Sep 24, 2023 9:40 pm
Recommendations for Orlando Resort?

Last post by bendix « Sun Sep 24, 2023 9:36 pm
Posted in Personal Consumer Issues
Replies: 8
by thefoggycity » Sun Sep 24, 2023 9:52 am » in Personal Consumer Issues

8 Replies

737 Views

Last post by bendix
Sun Sep 24, 2023 9:36 pm
Bill Ackman: "Long-term rates will rise further"

Last post by km91 « Sun Sep 24, 2023 9:36 pm
Posted in Investing - Theory, News & General
Replies: 72
by Sleepless » Fri Sep 22, 2023 9:00 pm » in Investing - Theory, News & General
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72 Replies

8049 Views

Last post by km91
Sun Sep 24, 2023 9:36 pm
Long real recovery periods for stocks

Last post by Nathan Drake « Sun Sep 24, 2023 9:35 pm
Posted in Investing - Theory, News & General
Replies: 102
by txaggie » Sun Sep 24, 2023 12:19 am » in Investing - Theory, News & General
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102 Replies

5289 Views

Last post by Nathan Drake
Sun Sep 24, 2023 9:35 pm
Aren't you an above-average investor?

Last post by H-Town « Sun Sep 24, 2023 9:35 pm
Posted in Investing - Theory, News & General
Replies: 136
by simpleisbest » Thu Sep 21, 2023 9:29 am » in Investing - Theory, News & General
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136 Replies

8932 Views

Last post by H-Town
Sun Sep 24, 2023 9:35 pm
California real estate - planning ahead

Last post by gurusw « Sun Sep 24, 2023 9:34 pm
Posted in Personal Finance (Not Investing)
Replies: 13
by gurusw » Sat Sep 23, 2023 4:05 pm » in Personal Finance (Not Investing)

13 Replies

1598 Views

Last post by gurusw
Sun Sep 24, 2023 9:34 pm
FZDXX

Last post by retiringwhen « Sun Sep 24, 2023 9:29 pm
Posted in Personal Investments
Replies: 2
by mander75 » Sun Sep 24, 2023 8:59 pm » in Personal Investments

2 Replies

302 Views

Last post by retiringwhen
Sun Sep 24, 2023 9:29 pm
Debit card fraud

Last post by blimp « Sun Sep 24, 2023 9:28 pm
Posted in Personal Finance (Not Investing)
Replies: 25
by Dead Man Walking » Wed Sep 20, 2023 8:33 pm » in Personal Finance (Not Investing)

25 Replies

2674 Views

Last post by blimp
Sun Sep 24, 2023 9:28 pm
TV, Internet, and Phone Bill- Thoughts on Current Price and Suggestions to Lower Bill

Last post by neilpilot « Sun Sep 24, 2023 9:21 pm
Posted in Personal Consumer Issues
Replies: 20
by archiehr » Sun Sep 24, 2023 3:01 pm » in Personal Consumer Issues

20 Replies

1274 Views

Last post by neilpilot
Sun Sep 24, 2023 9:21 pm
Thinking of Departing the Formation [Moving to a financial advisor]

Last post by passive101 « Sun Sep 24, 2023 9:16 pm
Posted in Personal Investments
Replies: 153
by H20SnoSki » Sun Sep 10, 2023 10:14 am » in Personal Investments
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153 Replies

15437 Views

Last post by passive101
Sun Sep 24, 2023 9:16 pm
Deflation protection with TIPS

Last post by #Cruncher « Sun Sep 24, 2023 9:15 pm
Posted in Investing - Theory, News & General
Replies: 40
by strongboy2005 » Wed Sep 20, 2023 5:50 pm » in Investing - Theory, News & General

40 Replies

3885 Views

Last post by #Cruncher
Sun Sep 24, 2023 9:15 pm
My Elderly Parents Can't Resist Answering the Phone

Last post by biscuit5 « Sun Sep 24, 2023 9:13 pm
Posted in Personal Consumer Issues
Replies: 23
by PescadorPete » Sun Sep 24, 2023 5:03 pm » in Personal Consumer Issues

23 Replies

1928 Views

Last post by biscuit5
Sun Sep 24, 2023 9:13 pm
How long does a bond fund take to recover after an increase in yields?

Last post by billaster « Sun Sep 24, 2023 9:10 pm
Posted in Investing - Theory, News & General
Replies: 38
by StillGoing » Sat Sep 23, 2023 1:59 am » in Investing - Theory, News & General

38 Replies

3644 Views

Last post by billaster
Sun Sep 24, 2023 9:10 pm
Basic Social Security Question

Last post by MoreTaxes « Sun Sep 24, 2023 9:09 pm
Posted in Personal Finance (Not Investing)
Replies: 17
by Call_Me_Op » Mon Sep 18, 2023 7:02 am » in Personal Finance (Not Investing)

17 Replies

3735 Views

Last post by MoreTaxes
Sun Sep 24, 2023 9:09 pm
Treasury Hunt

Last post by nonnie « Sun Sep 24, 2023 9:03 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by nonnie » Sun Sep 24, 2023 7:47 pm » in Personal Finance (Not Investing)

2 Replies

389 Views

Last post by nonnie
Sun Sep 24, 2023 9:03 pm
Tesla savings vs used ICE cars

Last post by harikaried « Sun Sep 24, 2023 9:01 pm
Posted in Personal Consumer Issues
Replies: 70
by jplee3 » Sat Sep 16, 2023 1:00 pm » in Personal Consumer Issues
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70 Replies

6104 Views

Last post by harikaried
Sun Sep 24, 2023 9:01 pm
New York City Local Chapter established

Last post by Flying Penguin « Sun Sep 24, 2023 8:58 pm
Posted in US Chapters
Replies: 293
by quanuec » Sun May 26, 2013 3:06 pm » in US Chapters
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293 Replies

133308 Views

Last post by Flying Penguin
Sun Sep 24, 2023 8:58 pm
1099 Employee 20% of the time

Last post by 30investor « Sun Sep 24, 2023 8:58 pm
Posted in Personal Finance (Not Investing)

by 30investor » Sun Sep 24, 2023 8:58 pm » in Personal Finance (Not Investing)

0 Replies

101 Views

Last post by 30investor
Sun Sep 24, 2023 8:58 pm
Burial insurance policy with cash value (Medicaid question)

Last post by arcticpineapplecorp. « Sun Sep 24, 2023 8:55 pm
Posted in Personal Finance (Not Investing)
Replies: 39
by MacktheKnife » Sat Sep 23, 2023 11:14 am » in Personal Finance (Not Investing)

39 Replies

1246 Views

Last post by arcticpineapplecorp.
Sun Sep 24, 2023 8:55 pm
TLT vs BND in portfolio.

Last post by Kbg « Sun Sep 24, 2023 8:52 pm
Posted in Investing - Theory, News & General
Replies: 32
by james7777 » Wed Nov 27, 2019 3:53 pm » in Investing - Theory, News & General

32 Replies

6106 Views

Last post by Kbg
Sun Sep 24, 2023 8:52 pm
Bond Funds - more risk/reward than individual bonds?

Last post by HappyPappy « Sun Sep 24, 2023 8:50 pm
Posted in Personal Investments
Replies: 2
by InvestSlow » Sun Sep 24, 2023 8:30 pm » in Personal Investments

2 Replies

218 Views

Last post by HappyPappy
Sun Sep 24, 2023 8:50 pm
What Movie Have You Recently Watched?

Last post by stoptothink « Sun Sep 24, 2023 8:48 pm
Posted in Personal Consumer Issues
Replies: 10325
by abuss368 » Sat Aug 30, 2014 3:35 pm » in Personal Consumer Issues
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10325 Replies

1868352 Views

Last post by stoptothink
Sun Sep 24, 2023 8:48 pm

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