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Tax Inefficiencies

Last post by Bennyguns « Thu Jan 23, 2025 7:00 pm
Posted in Personal Investments
Replies: 10
by Bennyguns » Thu Jan 23, 2025 3:47 pm » in Personal Investments

10 Replies

526 Views

Last post by Bennyguns
Thu Jan 23, 2025 7:00 pm
Possible to sign up for a US-cellular prepaid plan with international data roaming or passes?

Last post by Padlin « Thu Jan 23, 2025 6:56 pm
Posted in Personal Consumer Issues
Replies: 6
by index2max » Wed Jan 22, 2025 9:29 pm » in Personal Consumer Issues

6 Replies

460 Views

Last post by Padlin
Thu Jan 23, 2025 6:56 pm
Which is better > Wawa, Sheetz, or Buc-ees?

Last post by 22twain « Thu Jan 23, 2025 6:55 pm
Posted in Personal Consumer Issues
Replies: 10
by bikefish » Thu Jan 23, 2025 3:59 pm » in Personal Consumer Issues

10 Replies

512 Views

Last post by 22twain
Thu Jan 23, 2025 6:55 pm
Estate Planning Tax Related Questions

Last post by GAAP « Thu Jan 23, 2025 6:53 pm
Posted in Personal Finance (Not Investing)
Replies: 19
by Finite Field » Wed Jan 22, 2025 3:41 pm » in Personal Finance (Not Investing)

19 Replies

1521 Views

Last post by GAAP
Thu Jan 23, 2025 6:53 pm
Why have asset allocation recommendations become more aggressive over the years?

Last post by TrustTheMarket « Thu Jan 23, 2025 6:53 pm
Posted in Investing - Theory, News & General
Replies: 69
by TrustTheMarket » Tue Jan 21, 2025 11:45 am » in Investing - Theory, News & General
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69 Replies

5370 Views

Last post by TrustTheMarket
Thu Jan 23, 2025 6:53 pm
Social Security viability in future: impact to claiming strategy

Last post by dcabler « Thu Jan 23, 2025 6:53 pm
Posted in Personal Finance (Not Investing)
Replies: 25
by bonnieinvirginia » Thu Jan 23, 2025 12:12 pm » in Personal Finance (Not Investing)

25 Replies

1537 Views

Last post by dcabler
Thu Jan 23, 2025 6:53 pm
T-Rowe vs Vanguard?

Last post by LadyGeek « Thu Jan 23, 2025 6:52 pm
Posted in Personal Investments
Replies: 30
by itnetpro » Thu Jan 23, 2025 2:06 pm » in Personal Investments

30 Replies

1166 Views

Last post by LadyGeek
Thu Jan 23, 2025 6:52 pm
The Final, Definitive Thread on Brokerage Transfer Bonuses

Last post by SlowMovingInvestor « Thu Jan 23, 2025 6:51 pm
Posted in Investing - Theory, News & General
Replies: 9740
by Earl Lemongrab » Fri Aug 05, 2016 8:07 pm » in Investing - Theory, News & General
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9740 Replies

1793802 Views

Last post by SlowMovingInvestor
Thu Jan 23, 2025 6:51 pm
30 Year Old Beginner - need help

Last post by entattorney0729 « Thu Jan 23, 2025 6:51 pm
Posted in Personal Investments

by entattorney0729 » Thu Jan 23, 2025 6:51 pm » in Personal Investments

0 Replies

21 Views

Last post by entattorney0729
Thu Jan 23, 2025 6:51 pm
[On-going Scams - Post them here]

Last post by bertilak « Thu Jan 23, 2025 6:50 pm
Posted in Personal Consumer Issues
Replies: 1681
by ketanco » Thu Mar 28, 2019 12:51 pm » in Personal Consumer Issues
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1681 Replies

233742 Views

Last post by bertilak
Thu Jan 23, 2025 6:50 pm
Is a 5-Ton HVAC System Properly Sized for My 3,200 Sq. Ft. Home?

Last post by Bunty « Thu Jan 23, 2025 6:50 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by Bunty » Thu Jan 23, 2025 6:22 pm » in Personal Finance (Not Investing)

2 Replies

148 Views

Last post by Bunty
Thu Jan 23, 2025 6:50 pm
Roth Conversions when in Highest Tax Bracket

Last post by steadyosmosis « Thu Jan 23, 2025 6:46 pm
Posted in Personal Investments
Replies: 8
by Spedward » Thu Jan 23, 2025 5:07 pm » in Personal Investments

8 Replies

412 Views

Last post by steadyosmosis
Thu Jan 23, 2025 6:46 pm
Alaska Cruise in June25

Last post by MDfan « Thu Jan 23, 2025 6:46 pm
Posted in Personal Consumer Issues
Replies: 34
by andyandyandy » Sat Aug 24, 2024 3:42 pm » in Personal Consumer Issues

34 Replies

3365 Views

Last post by MDfan
Thu Jan 23, 2025 6:46 pm
US Bank 4% Smartly Visa Credit Card

Last post by plmd « Thu Jan 23, 2025 6:44 pm
Posted in Personal Finance (Not Investing)
Replies: 1774
by Bosro » Thu Sep 05, 2024 3:35 pm » in Personal Finance (Not Investing)
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1774 Replies

154571 Views

Last post by plmd
Thu Jan 23, 2025 6:44 pm
Endorse? David Giroux, T. Rowe Price Capital Appreciation

Last post by Softballer « Thu Jan 23, 2025 6:43 pm
Posted in Personal Investments
Replies: 133
by dagsboro » Tue Jan 21, 2025 7:01 am » in Personal Investments
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133 Replies

5344 Views

Last post by Softballer
Thu Jan 23, 2025 6:43 pm
I Bonds Mega Thread (I Bond Heads Rejoice!)

Last post by coachd50 « Thu Jan 23, 2025 6:43 pm
Posted in Investing - Theory, News & General
Replies: 7383
by tomsense76 » Tue Apr 13, 2021 10:39 pm » in Investing - Theory, News & General
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7383 Replies

1774455 Views

Last post by coachd50
Thu Jan 23, 2025 6:43 pm
13-day guided tour of France with GateOne

Last post by talzara « Thu Jan 23, 2025 6:42 pm
Posted in Personal Consumer Issues
Replies: 3
by bluegill » Thu Jan 23, 2025 8:58 am » in Personal Consumer Issues

3 Replies

281 Views

Last post by talzara
Thu Jan 23, 2025 6:42 pm
$4 million house???

Last post by Miguelito « Thu Jan 23, 2025 6:42 pm
Posted in Personal Finance (Not Investing)
Replies: 18
by Cali123 » Thu Jan 23, 2025 3:59 pm » in Personal Finance (Not Investing)

18 Replies

1454 Views

Last post by Miguelito
Thu Jan 23, 2025 6:42 pm
How long to maintain copies of previous Tax forms and docs?

Last post by GoldStar « Thu Jan 23, 2025 6:39 pm
Posted in Personal Finance (Not Investing)
Replies: 15
by ddbtoth » Thu Jan 23, 2025 12:34 pm » in Personal Finance (Not Investing)

15 Replies

1062 Views

Last post by GoldStar
Thu Jan 23, 2025 6:39 pm
HSA contributions if you retired in 2024 before maxing out

Last post by Gnomon « Thu Jan 23, 2025 6:38 pm
Posted in Personal Finance (Not Investing)

by Gnomon » Thu Jan 23, 2025 6:38 pm » in Personal Finance (Not Investing)

0 Replies

51 Views

Last post by Gnomon
Thu Jan 23, 2025 6:38 pm
Investing With Low Taxable Income - Realizing Gains

Last post by ahellers « Thu Jan 23, 2025 6:38 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by ahellers » Thu Jan 23, 2025 1:06 am » in Personal Finance (Not Investing)

10 Replies

746 Views

Last post by ahellers
Thu Jan 23, 2025 6:38 pm
MI resident sold a rental property in NY and the tax forms have finally stumped me

Last post by neurosphere « Thu Jan 23, 2025 6:38 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by anniepeachie » Thu Jan 23, 2025 11:26 am » in Personal Finance (Not Investing)

5 Replies

389 Views

Last post by neurosphere
Thu Jan 23, 2025 6:38 pm
Stock market vs mortgage

Last post by livesoft « Thu Jan 23, 2025 6:37 pm
Posted in Personal Finance (Not Investing)
Replies: 18
by MrsMoneyBags » Thu Jan 23, 2025 9:47 am » in Personal Finance (Not Investing)

18 Replies

1083 Views

Last post by livesoft
Thu Jan 23, 2025 6:37 pm
Are stocks less risky than they used to be?

Last post by notinuse « Thu Jan 23, 2025 6:33 pm
Posted in Investing - Theory, News & General
Replies: 20
by TrustTheMarket » Thu Jan 23, 2025 2:24 pm » in Investing - Theory, News & General

20 Replies

1102 Views

Last post by notinuse
Thu Jan 23, 2025 6:33 pm
Which banks offer true joint credit card accounts?

Last post by RudyS « Thu Jan 23, 2025 6:33 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by RudyS » Thu Jan 23, 2025 11:06 am » in Personal Finance (Not Investing)

7 Replies

450 Views

Last post by RudyS
Thu Jan 23, 2025 6:33 pm
How to do backdoor-Roth of 7k when there the Trad-IRA has some money

Last post by diy60 « Thu Jan 23, 2025 6:33 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by bogle005 » Thu Jan 23, 2025 5:37 pm » in Personal Finance (Not Investing)

3 Replies

174 Views

Last post by diy60
Thu Jan 23, 2025 6:33 pm
The Childfree Guide to Life and Money

Last post by queso « Thu Jan 23, 2025 6:33 pm
Posted in Investing - Theory, News & General
Replies: 19
by Bravo_One » Thu Jan 23, 2025 11:32 am » in Investing - Theory, News & General

19 Replies

1540 Views

Last post by queso
Thu Jan 23, 2025 6:33 pm
32 Year Old Looking to Rebalance

Last post by stampa « Thu Jan 23, 2025 6:30 pm
Posted in Personal Investments
Replies: 5
by stampa » Mon Jan 20, 2025 10:41 pm » in Personal Investments

5 Replies

672 Views

Last post by stampa
Thu Jan 23, 2025 6:30 pm
New Interactive Brokers withdrawal restriction

Last post by gougou « Thu Jan 23, 2025 6:29 pm
Posted in Non-US Investing
Replies: 4
by alwaysonit » Thu Jan 23, 2025 4:44 am » in Non-US Investing

4 Replies

459 Views

Last post by gougou
Thu Jan 23, 2025 6:29 pm
Rebalancing question - oversized bond allocation in deferred annuity?

Last post by manlymatt83 « Thu Jan 23, 2025 6:27 pm
Posted in Personal Investments

by manlymatt83 » Thu Jan 23, 2025 6:27 pm » in Personal Investments

0 Replies

42 Views

Last post by manlymatt83
Thu Jan 23, 2025 6:27 pm
VCLAX; VCADX [Vanguard CA Long-Term, Int. term Tax-Exempt Fund]

Last post by Hacksawdave « Thu Jan 23, 2025 6:26 pm
Posted in Personal Investments
Replies: 14
by research_west » Sun Nov 05, 2023 3:45 pm » in Personal Investments

14 Replies

2019 Views

Last post by Hacksawdave
Thu Jan 23, 2025 6:26 pm
Power of Attorney for Bank or Investment Account

Last post by tfalk « Thu Jan 23, 2025 6:25 pm
Posted in Personal Finance (Not Investing)
Replies: 20
by Redlee » Wed Jan 22, 2025 12:23 am » in Personal Finance (Not Investing)

20 Replies

1053 Views

Last post by tfalk
Thu Jan 23, 2025 6:25 pm
Retirees: at what age [do you loosen up spending]?

Last post by Mayacallie « Thu Jan 23, 2025 6:20 pm
Posted in Investing - Theory, News & General
Replies: 87
by tennisplyr » Thu Feb 29, 2024 8:17 am » in Investing - Theory, News & General
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87 Replies

9893 Views

Last post by Mayacallie
Thu Jan 23, 2025 6:20 pm
By request - PSA on Google and javascript

Last post by enad « Thu Jan 23, 2025 6:20 pm
Posted in Personal Consumer Issues
Replies: 23
by roamingzebra » Tue Jan 21, 2025 7:46 pm » in Personal Consumer Issues

23 Replies

2038 Views

Last post by enad
Thu Jan 23, 2025 6:20 pm
Best way to grow what little I have? (Starting solo at 50)

Last post by tibbitts « Thu Jan 23, 2025 6:16 pm
Posted in Personal Investments
Replies: 77
by cdallas » Sat Jan 18, 2025 5:21 pm » in Personal Investments
1

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77 Replies

8070 Views

Last post by tibbitts
Thu Jan 23, 2025 6:16 pm
Mail Spam Folders

Last post by HueyLD « Thu Jan 23, 2025 6:16 pm
Posted in Personal Consumer Issues
Replies: 4
by boater07 » Thu Jan 23, 2025 5:57 pm » in Personal Consumer Issues

4 Replies

178 Views

Last post by HueyLD
Thu Jan 23, 2025 6:16 pm
Bathroom remodel - take a chance on contractor

Last post by Cletus Davenport « Thu Jan 23, 2025 6:15 pm
Posted in Personal Consumer Issues
Replies: 32
by massfish » Wed Jan 22, 2025 4:31 pm » in Personal Consumer Issues

32 Replies

2269 Views

Last post by Cletus Davenport
Thu Jan 23, 2025 6:15 pm
Vanguard's new CA muni ETF

Last post by idoc2020 « Thu Jan 23, 2025 6:14 pm
Posted in Personal Investments
Replies: 31
by frankc29 » Thu May 09, 2024 11:18 am » in Personal Investments

31 Replies

3812 Views

Last post by idoc2020
Thu Jan 23, 2025 6:14 pm
2 taxable investment questions

Last post by livesoft « Thu Jan 23, 2025 6:14 pm
Posted in Personal Investments
Replies: 11
by Semifire » Thu Jan 23, 2025 7:57 am » in Personal Investments

11 Replies

672 Views

Last post by livesoft
Thu Jan 23, 2025 6:14 pm
Seeking perspectives for transitioning AA to prepare for retirement

Last post by GrumpyFarmer « Thu Jan 23, 2025 6:08 pm
Posted in Investing - Theory, News & General
Replies: 5
by GrumpyFarmer » Tue Jan 21, 2025 5:44 pm » in Investing - Theory, News & General

5 Replies

431 Views

Last post by GrumpyFarmer
Thu Jan 23, 2025 6:08 pm
VTI vs FSKAX vs FZROX

Last post by 3000 « Thu Jan 23, 2025 6:02 pm
Posted in Personal Investments
Replies: 18
by rossv » Thu Jan 23, 2025 7:54 am » in Personal Investments

18 Replies

1275 Views

Last post by 3000
Thu Jan 23, 2025 6:02 pm
Why or why not 100% equities for an accumulator?

Last post by NoMoreNoise « Thu Jan 23, 2025 6:00 pm
Posted in Investing - Theory, News & General
Replies: 150
by NoMoreNoise » Wed Jan 15, 2025 8:01 pm » in Investing - Theory, News & General
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150 Replies

9816 Views

Last post by NoMoreNoise
Thu Jan 23, 2025 6:00 pm
100% Wellesley Income Fund

Last post by BuglheadLuvsLondon « Thu Jan 23, 2025 5:59 pm
Posted in Investing - Theory, News & General
Replies: 121
by Charles Joseph » Sun Oct 02, 2022 5:39 pm » in Investing - Theory, News & General
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121 Replies

28763 Views

Last post by BuglheadLuvsLondon
Thu Jan 23, 2025 5:59 pm
Mega BackDoor - highly recommend it for those that can take advantage of it

Last post by goodenyou « Thu Jan 23, 2025 5:52 pm
Posted in Personal Investments
Replies: 25
by retirewithjoy » Wed Jan 22, 2025 2:05 pm » in Personal Investments

25 Replies

2815 Views

Last post by goodenyou
Thu Jan 23, 2025 5:52 pm
Wells Fargo banking experiences for business and personal?

Last post by mclaflin « Thu Jan 23, 2025 5:45 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by MCST » Thu Jan 23, 2025 7:31 am » in Personal Finance (Not Investing)

3 Replies

266 Views

Last post by mclaflin
Thu Jan 23, 2025 5:45 pm
Purchasing MYGAs (multi year guaranteed annuities) - mega thread

Last post by suginami « Thu Jan 23, 2025 5:38 pm
Posted in Investing - Theory, News & General
Replies: 3088
by Stinky » Thu Dec 31, 2020 6:46 am » in Investing - Theory, News & General
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3088 Replies

431267 Views

Last post by suginami
Thu Jan 23, 2025 5:38 pm
Ancestry - Denmark

Last post by InMyDreams « Thu Jan 23, 2025 5:36 pm
Posted in Personal Consumer Issues
Replies: 1
by rich126 » Thu Jan 23, 2025 5:15 pm » in Personal Consumer Issues

1 Replies

207 Views

Last post by InMyDreams
Thu Jan 23, 2025 5:36 pm
Distributions from SCHP When Held at Vanguard

Last post by exodusNH « Thu Jan 23, 2025 5:11 pm
Posted in Personal Investments
Replies: 3
by FriedOkra » Thu Jan 23, 2025 12:42 pm » in Personal Investments

3 Replies

274 Views

Last post by exodusNH
Thu Jan 23, 2025 5:11 pm
Accrued interest due on TIPS bought at auction

Last post by RyeBourbon « Thu Jan 23, 2025 5:07 pm
Posted in Personal Investments
Replies: 2
by moe001 » Thu Jan 23, 2025 9:43 am » in Personal Investments

2 Replies

285 Views

Last post by RyeBourbon
Thu Jan 23, 2025 5:07 pm
Need to replace gas cooktop and downdraft

Last post by adamthesmythe « Thu Jan 23, 2025 5:06 pm
Posted in Personal Consumer Issues
Replies: 3
by Tacotuesday » Thu Jan 23, 2025 2:53 pm » in Personal Consumer Issues

3 Replies

202 Views

Last post by adamthesmythe
Thu Jan 23, 2025 5:06 pm

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