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Tax question regarding Medicaid excluded gifts to Disabled Child?

Last post by Homeby5 « Mon Jan 30, 2023 7:39 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by Homeby5 » Mon Jan 30, 2023 12:33 pm » in Personal Finance (Not Investing)

4 Replies

288 Views

Last post by Homeby5
Mon Jan 30, 2023 7:39 pm
Fidelity HSA? Thinking of switching.

Last post by fetch5482 « Mon Jan 30, 2023 7:38 pm
Posted in Personal Investments
Replies: 47
by TarHeel2002 » Tue Jan 10, 2023 9:07 am » in Personal Investments

47 Replies

4393 Views

Last post by fetch5482
Mon Jan 30, 2023 7:38 pm
Leaving Wells after many years

Last post by beyou « Mon Jan 30, 2023 7:36 pm
Posted in Personal Investments
Replies: 1
by Cardinalsfan » Mon Jan 30, 2023 7:33 pm » in Personal Investments

1 Replies

71 Views

Last post by beyou
Mon Jan 30, 2023 7:36 pm
ImmediateAnnuities.com

Last post by rgs « Mon Jan 30, 2023 7:36 pm
Posted in Investing - Theory, News & General
Replies: 25
by jackoak » Thu Jul 01, 2021 7:09 am » in Investing - Theory, News & General

25 Replies

3198 Views

Last post by rgs
Mon Jan 30, 2023 7:36 pm
Best brokerage for HNW self-directed accounts

Last post by Hayden « Mon Jan 30, 2023 7:36 pm
Posted in Personal Investments
Replies: 13
by Hayden » Mon Jan 30, 2023 2:02 pm » in Personal Investments

13 Replies

745 Views

Last post by Hayden
Mon Jan 30, 2023 7:36 pm
could chatgpt lead to a world where picking individual stocks outperforms index funds?

Last post by Logan Roy « Mon Jan 30, 2023 7:36 pm
Posted in Investing - Theory, News & General
Replies: 100
by Physician101 » Sat Jan 28, 2023 5:54 pm » in Investing - Theory, News & General
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100 Replies

6670 Views

Last post by Logan Roy
Mon Jan 30, 2023 7:36 pm
Tax Question: What requires a Form 8453?

Last post by Cheez-It Guy « Mon Jan 30, 2023 7:35 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by Weathering » Wed Mar 16, 2022 7:04 pm » in Personal Finance (Not Investing)

9 Replies

825 Views

Last post by Cheez-It Guy
Mon Jan 30, 2023 7:35 pm
How much to budget for home maintenance?

Last post by jand87 « Mon Jan 30, 2023 7:35 pm
Posted in Personal Finance (Not Investing)
Replies: 17
by papermario » Mon Jan 30, 2023 12:37 pm » in Personal Finance (Not Investing)

17 Replies

939 Views

Last post by jand87
Mon Jan 30, 2023 7:35 pm
Perfect timing for EDV (Long term treasury)

Last post by iCare « Mon Jan 30, 2023 7:33 pm
Posted in Personal Investments
Replies: 15
by iCare » Mon Jan 30, 2023 7:34 am » in Personal Investments

15 Replies

910 Views

Last post by iCare
Mon Jan 30, 2023 7:33 pm
Car buying in 2023?

Last post by N.Y.Cab « Mon Jan 30, 2023 7:32 pm
Posted in Personal Finance (Not Investing)
Replies: 20
by z91 » Mon Jan 30, 2023 2:46 pm » in Personal Finance (Not Investing)

20 Replies

1608 Views

Last post by N.Y.Cab
Mon Jan 30, 2023 7:32 pm
Am I wrong to keep telling my 80 year old parents to sell their rental townhouse?

Last post by Hector « Mon Jan 30, 2023 7:31 pm
Posted in Personal Finance (Not Investing)
Replies: 36
by knightrider » Mon Jan 30, 2023 3:38 pm » in Personal Finance (Not Investing)

36 Replies

1682 Views

Last post by Hector
Mon Jan 30, 2023 7:31 pm
Vanguard's Cost Basis Method webpage mentions that an Accounting Method can be chosen. When/why is that required?

Last post by water2357 « Mon Jan 30, 2023 7:31 pm
Posted in Personal Investments

by water2357 » Mon Jan 30, 2023 7:31 pm » in Personal Investments

0 Replies

29 Views

Last post by water2357
Mon Jan 30, 2023 7:31 pm
Fidelity as a one stop shop

Last post by Eno Deb « Mon Jan 30, 2023 7:29 pm
Posted in Personal Finance (Not Investing)
Replies: 3590
by BogleMelon » Sat Dec 15, 2018 9:33 pm » in Personal Finance (Not Investing)
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3590 Replies

512779 Views

Last post by Eno Deb
Mon Jan 30, 2023 7:29 pm
8% / Yr for delaying SS to 72, 73 ???

Last post by CC1E « Mon Jan 30, 2023 7:29 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by bluegill » Mon Jan 30, 2023 7:27 pm » in Personal Finance (Not Investing)

2 Replies

115 Views

Last post by CC1E
Mon Jan 30, 2023 7:29 pm
Lifestrategy Growth in Taxable Brokerage

Last post by retiringwhen « Mon Jan 30, 2023 7:26 pm
Posted in Personal Investments
Replies: 28
by zen_invest » Fri Jan 27, 2023 12:11 am » in Personal Investments

28 Replies

2270 Views

Last post by retiringwhen
Mon Jan 30, 2023 7:26 pm
Any Reason to Save Old Auto Premium Notices and Policies?

Last post by randybobandy « Mon Jan 30, 2023 7:26 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by Carefreeap » Mon Jan 30, 2023 7:21 pm » in Personal Finance (Not Investing)

1 Replies

86 Views

Last post by randybobandy
Mon Jan 30, 2023 7:26 pm
Bank of America/Merrill Edge - Preferred Rewards

Last post by Eno Deb « Mon Jan 30, 2023 7:24 pm
Posted in Personal Finance (Not Investing)
Replies: 4354
by navyitaly » Sun Nov 02, 2014 3:59 am » in Personal Finance (Not Investing)
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4354 Replies

508723 Views

Last post by Eno Deb
Mon Jan 30, 2023 7:24 pm
Any broker auto-liquidates stocks for withdrawals?

Last post by 123 « Mon Jan 30, 2023 7:24 pm
Posted in Personal Investments
Replies: 5
by johndr » Mon Jan 30, 2023 6:24 pm » in Personal Investments

5 Replies

225 Views

Last post by 123
Mon Jan 30, 2023 7:24 pm
What kind of EIN to get

Last post by jaspermv « Mon Jan 30, 2023 7:23 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by cadreamer2015 » Mon Jan 30, 2023 6:03 pm » in Personal Finance (Not Investing)

1 Replies

117 Views

Last post by jaspermv
Mon Jan 30, 2023 7:23 pm
IRA distributions in H&R Block software

Last post by bhluckyusaguy « Mon Jan 30, 2023 7:23 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by bsteiner » Sun Jan 29, 2023 5:03 pm » in Personal Finance (Not Investing)

8 Replies

502 Views

Last post by bhluckyusaguy
Mon Jan 30, 2023 7:23 pm
Please Review My Portfolio, New Investor Here

Last post by noraz123 « Mon Jan 30, 2023 7:23 pm
Posted in Personal Investments
Replies: 11
by nscott14 » Mon Jan 30, 2023 10:39 am » in Personal Investments

11 Replies

716 Views

Last post by noraz123
Mon Jan 30, 2023 7:23 pm
How much do you keep in checking (2022)?

Last post by 8foot7 « Mon Jan 30, 2023 7:22 pm
Posted in Personal Finance (Not Investing)
Replies: 283
by NYCaviator » Fri Dec 16, 2022 8:41 am » in Personal Finance (Not Investing)
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283 Replies

20435 Views

Last post by 8foot7
Mon Jan 30, 2023 7:22 pm
Shouldn't lifestyle creep be accepted?

Last post by MnD « Mon Jan 30, 2023 7:21 pm
Posted in Investing - Theory, News & General
Replies: 56
by finance_learner » Mon Jan 30, 2023 1:31 am » in Investing - Theory, News & General
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56 Replies

4091 Views

Last post by MnD
Mon Jan 30, 2023 7:21 pm
Primary residence: 2 of 5 yrs rule fine, little documentation

Last post by 123 « Mon Jan 30, 2023 7:17 pm
Posted in Personal Finance (Not Investing)
Replies: 22
by CompoundedInterest » Mon Jan 30, 2023 11:31 am » in Personal Finance (Not Investing)

22 Replies

1362 Views

Last post by 123
Mon Jan 30, 2023 7:17 pm
Does anybody here lease cars?

Last post by mgensler « Mon Jan 30, 2023 7:14 pm
Posted in Personal Finance (Not Investing)
Replies: 23
by hoffse » Mon Jan 30, 2023 2:22 pm » in Personal Finance (Not Investing)

23 Replies

1376 Views

Last post by mgensler
Mon Jan 30, 2023 7:14 pm
Fidelity brokerage link in 401k. Looking for equivalent of US treasury bills or CDs

Last post by GreendaleCC « Mon Jan 30, 2023 7:13 pm
Posted in Personal Investments
Replies: 14
by King0fspades » Fri Jan 27, 2023 5:15 pm » in Personal Investments

14 Replies

1120 Views

Last post by GreendaleCC
Mon Jan 30, 2023 7:13 pm
Roth for 17 y.o. child

Last post by tibbitts « Mon Jan 30, 2023 7:13 pm
Posted in Personal Investments
Replies: 20
by psteinx » Mon Jan 30, 2023 1:05 pm » in Personal Investments

20 Replies

1056 Views

Last post by tibbitts
Mon Jan 30, 2023 7:13 pm
Retiree Portfolio Model

Last post by Raspberry-503 « Mon Jan 30, 2023 7:12 pm
Posted in Personal Finance (Not Investing)
Replies: 1549
by BigFoot48 » Thu May 31, 2012 7:13 pm » in Personal Finance (Not Investing)
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1549 Replies

451876 Views

Last post by Raspberry-503
Mon Jan 30, 2023 7:12 pm
"Bogle on Mutual Funds" A Gem

Last post by like2read « Mon Jan 30, 2023 7:11 pm
Posted in Investing - Theory, News & General
Replies: 24
by Taylor Larimore » Tue Oct 08, 2019 12:27 pm » in Investing - Theory, News & General

24 Replies

5174 Views

Last post by like2read
Mon Jan 30, 2023 7:11 pm
How to determine personal contribution amount for Roth IRA?

Last post by lakpr « Mon Jan 30, 2023 7:11 pm
Posted in Personal Investments
Replies: 33
by coreman73 » Sat Jan 28, 2023 3:41 pm » in Personal Investments

33 Replies

1812 Views

Last post by lakpr
Mon Jan 30, 2023 7:11 pm
Deep history of stock and bond returns

Last post by McQ « Mon Jan 30, 2023 7:05 pm
Posted in Investing - Theory, News & General
Replies: 91
by McQ » Thu Jul 15, 2021 12:24 pm » in Investing - Theory, News & General
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91 Replies

12113 Views

Last post by McQ
Mon Jan 30, 2023 7:05 pm
VG Federal MM - US Govt obligations not included in 1099

Last post by retiringwhen « Mon Jan 30, 2023 7:03 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by GKSD » Mon Jan 30, 2023 6:26 pm » in Personal Finance (Not Investing)

2 Replies

227 Views

Last post by retiringwhen
Mon Jan 30, 2023 7:03 pm
Mobile deposit very large check

Last post by theac « Mon Jan 30, 2023 7:02 pm
Posted in Personal Finance (Not Investing)
Replies: 32
by the_wiki » Thu Jan 05, 2023 2:25 pm » in Personal Finance (Not Investing)

32 Replies

4103 Views

Last post by theac
Mon Jan 30, 2023 7:02 pm
1098-T form / Do I pay taxes on my daughter's scholarships?

Last post by utvolfan « Mon Jan 30, 2023 6:48 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by Calico » Mon Jan 30, 2023 4:51 pm » in Personal Finance (Not Investing)

9 Replies

576 Views

Last post by utvolfan
Mon Jan 30, 2023 6:48 pm
Help me understand “commission free annuities”

Last post by retireIn2020 « Mon Jan 30, 2023 6:46 pm
Posted in Investing - Theory, News & General
Replies: 15
by confuzzled » Sat Jan 28, 2023 12:49 am » in Investing - Theory, News & General

15 Replies

1339 Views

Last post by retireIn2020
Mon Jan 30, 2023 6:46 pm
retired investing

Last post by bertilak « Mon Jan 30, 2023 6:37 pm
Posted in Personal Investments
Replies: 7
by retired@72 » Mon Jan 30, 2023 3:38 pm » in Personal Investments

7 Replies

512 Views

Last post by bertilak
Mon Jan 30, 2023 6:37 pm
Witness signature on Will?

Last post by galawdawg « Mon Jan 30, 2023 6:32 pm
Posted in Personal Finance (Not Investing)
Replies: 12
by Indianrock » Mon Jan 30, 2023 1:03 pm » in Personal Finance (Not Investing)

12 Replies

923 Views

Last post by galawdawg
Mon Jan 30, 2023 6:32 pm
Age and probability of needing long term care?

Last post by frugalecon « Mon Jan 30, 2023 6:30 pm
Posted in Personal Finance (Not Investing)
Replies: 108
by Fremdon Ferndock » Fri Jan 20, 2023 10:05 am » in Personal Finance (Not Investing)
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108 Replies

7522 Views

Last post by frugalecon
Mon Jan 30, 2023 6:30 pm
Vanguard Customer Service Mega-thread

Last post by BBBob « Mon Jan 30, 2023 6:28 pm
Posted in Investing - Theory, News & General
Replies: 795
by PinotGris » Fri Jun 18, 2021 10:09 am » in Investing - Theory, News & General
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795 Replies

68841 Views

Last post by BBBob
Mon Jan 30, 2023 6:28 pm
Lifecycle Investing - Leveraging when young

Last post by Ben Mathew « Mon Jan 30, 2023 6:24 pm
Posted in Investing - Theory, News & General
Replies: 1622
by Steve Reading » Fri Mar 01, 2019 12:11 am » in Investing - Theory, News & General
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1622 Replies

282170 Views

Last post by Ben Mathew
Mon Jan 30, 2023 6:24 pm
First Time Roth Questions

Last post by WoodSprite « Mon Jan 30, 2023 6:24 pm
Posted in Personal Investments
Replies: 31
by WoodSprite » Tue Jan 24, 2023 1:00 pm » in Personal Investments

31 Replies

1639 Views

Last post by WoodSprite
Mon Jan 30, 2023 6:24 pm
What's Your Credit Card Rewards Strategy?

Last post by heartwood « Mon Jan 30, 2023 6:22 pm
Posted in Personal Finance (Not Investing)
Replies: 6168
by guitarguy » Wed May 25, 2016 10:15 am » in Personal Finance (Not Investing)
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6168 Replies

1172169 Views

Last post by heartwood
Mon Jan 30, 2023 6:22 pm
Is Muni Bond Interest Factored into Income for ACA Subsidies?

Last post by MP123 « Mon Jan 30, 2023 6:22 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by Kookaburra » Mon Jan 30, 2023 6:19 pm » in Personal Finance (Not Investing)

1 Replies

109 Views

Last post by MP123
Mon Jan 30, 2023 6:22 pm
Thank you to everyone who encouraged me to buy more equities

Last post by AnnetteLouisan « Mon Jan 30, 2023 6:19 pm
Posted in Personal Investments
Replies: 40
by AnnetteLouisan » Sun Jan 29, 2023 8:11 pm » in Personal Investments

40 Replies

4185 Views

Last post by AnnetteLouisan
Mon Jan 30, 2023 6:19 pm
Tax efficiency rating

Last post by arcticpineapplecorp. « Mon Jan 30, 2023 6:17 pm
Posted in Personal Investments
Replies: 2
by Brooks » Mon Jan 30, 2023 6:13 pm » in Personal Investments

2 Replies

128 Views

Last post by arcticpineapplecorp.
Mon Jan 30, 2023 6:17 pm
What much is your credit score worth to you?

Last post by secondopinion « Mon Jan 30, 2023 6:14 pm
Posted in Investing - Theory, News & General
Replies: 7
by DVMResident » Mon Jan 30, 2023 5:34 pm » in Investing - Theory, News & General

7 Replies

406 Views

Last post by secondopinion
Mon Jan 30, 2023 6:14 pm
Tax Help Volunteering: Which One to Join?

Last post by InMyDreams « Mon Jan 30, 2023 6:14 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by Random Poster » Mon Jan 30, 2023 4:45 pm » in Personal Finance (Not Investing)

3 Replies

280 Views

Last post by InMyDreams
Mon Jan 30, 2023 6:14 pm
Can you express your investing philosophy as a limerick?

Last post by Bagels « Mon Jan 30, 2023 6:11 pm
Posted in Investing - Theory, News & General
Replies: 94
by buckeye7983 » Mon Jan 23, 2023 8:12 pm » in Investing - Theory, News & General
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94 Replies

5320 Views

Last post by Bagels
Mon Jan 30, 2023 6:11 pm
SPIA question...

Last post by rgs « Mon Jan 30, 2023 6:08 pm
Posted in Personal Investments
Replies: 103
by Lemonaid56 » Wed Aug 31, 2022 9:02 am » in Personal Investments
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103 Replies

6559 Views

Last post by rgs
Mon Jan 30, 2023 6:08 pm
Next step... lowering AA for retirement....

Last post by MarkVH0518 « Mon Jan 30, 2023 6:07 pm
Posted in Personal Investments
Replies: 3
by Lemonaid56 » Mon Jan 30, 2023 2:36 pm » in Personal Investments

3 Replies

425 Views

Last post by MarkVH0518
Mon Jan 30, 2023 6:07 pm

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