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Roth conversion: Quick tax question

Last post by RetiredAL « Wed Dec 04, 2024 11:45 pm
Posted in Personal Finance (Not Investing)
Replies: 41
by fingoals » Sun Nov 24, 2024 12:48 pm » in Personal Finance (Not Investing)

41 Replies

3372 Views

Last post by RetiredAL
Wed Dec 04, 2024 11:45 pm
URGENT: How get inheritance w/o reducing SSI/Section 8? Rollover to inherited IRA or cash out, deposit to pooled SNT?

Last post by DelinahLovesRabbits « Wed Dec 04, 2024 11:43 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by DelinahLovesRabbits » Wed Dec 04, 2024 5:13 pm » in Personal Finance (Not Investing)

3 Replies

296 Views

Last post by DelinahLovesRabbits
Wed Dec 04, 2024 11:43 pm
Samsung - Trade-In

Last post by quizzer25 « Wed Dec 04, 2024 11:41 pm
Posted in Personal Consumer Issues
Replies: 3
by quizzer25 » Sun Dec 01, 2024 8:13 pm » in Personal Consumer Issues

3 Replies

495 Views

Last post by quizzer25
Wed Dec 04, 2024 11:41 pm
Using 529 funds for flight school

Last post by syc « Wed Dec 04, 2024 11:40 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by freedomlover » Wed Dec 04, 2024 3:49 pm » in Personal Finance (Not Investing)

5 Replies

295 Views

Last post by syc
Wed Dec 04, 2024 11:40 pm
Am I Creating A Future Accounting Problem With DCA?

Last post by Northern Flicker « Wed Dec 04, 2024 11:39 pm
Posted in Investing - Theory, News & General
Replies: 5
by EinAustin » Wed Dec 04, 2024 9:07 pm » in Investing - Theory, News & General

5 Replies

312 Views

Last post by Northern Flicker
Wed Dec 04, 2024 11:39 pm
Rationalizing Paying Off Car Loan --> Like Reallocating Toward Bonds?

Last post by llxRhinoxll « Wed Dec 04, 2024 11:36 pm
Posted in Personal Investments
Replies: 7
by llxRhinoxll » Wed Dec 04, 2024 1:27 pm » in Personal Investments

7 Replies

354 Views

Last post by llxRhinoxll
Wed Dec 04, 2024 11:36 pm
LTC allocation

Last post by drspine « Wed Dec 04, 2024 11:32 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by drspine » Wed Dec 04, 2024 9:31 am » in Personal Finance (Not Investing)

4 Replies

316 Views

Last post by drspine
Wed Dec 04, 2024 11:32 pm
Anyone retired early?

Last post by Wannaretireearly « Wed Dec 04, 2024 11:29 pm
Posted in Personal Finance (Not Investing)
Replies: 48
by alex123711 » Wed Dec 04, 2024 6:34 am » in Personal Finance (Not Investing)

48 Replies

3480 Views

Last post by Wannaretireearly
Wed Dec 04, 2024 11:29 pm
My Condo's HOA (in California) fire insurance is being non renewed

Last post by RetiredCSProf « Wed Dec 04, 2024 11:26 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by Bubbleweis » Tue Dec 03, 2024 4:29 pm » in Personal Finance (Not Investing)

2 Replies

496 Views

Last post by RetiredCSProf
Wed Dec 04, 2024 11:26 pm
Best brokerage for gifting shares?

Last post by lazylizzy « Wed Dec 04, 2024 11:25 pm
Posted in Personal Finance (Not Investing)

by lazylizzy » Wed Dec 04, 2024 11:25 pm » in Personal Finance (Not Investing)

0 Replies

29 Views

Last post by lazylizzy
Wed Dec 04, 2024 11:25 pm
How do I get out of Fidelity's PCG [Private Client Group]?

Last post by FreddieFIRE « Wed Dec 04, 2024 11:24 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by PeterRTM » Wed Dec 04, 2024 5:37 pm » in Personal Finance (Not Investing)

14 Replies

856 Views

Last post by FreddieFIRE
Wed Dec 04, 2024 11:24 pm
Covering the TIPS gap years with bracket year duration matching

Last post by MtnBiker « Wed Dec 04, 2024 11:21 pm
Posted in Investing - Theory, News & General
Replies: 420
by Kevin M » Wed May 22, 2024 10:28 pm » in Investing - Theory, News & General
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420 Replies

43079 Views

Last post by MtnBiker
Wed Dec 04, 2024 11:21 pm
Is the “don’t invest money you need in 7-10 years” rule too conservative?

Last post by JBTX « Wed Dec 04, 2024 11:21 pm
Posted in Investing - Theory, News & General
Replies: 39
by meadowrue » Wed Dec 04, 2024 5:02 pm » in Investing - Theory, News & General

39 Replies

1700 Views

Last post by JBTX
Wed Dec 04, 2024 11:21 pm
2024 BOGLEHEAD CONTEST REGISTRATION

Last post by anoop « Wed Dec 04, 2024 11:20 pm
Posted in Investing - Theory, News & General
Replies: 589
by Taylor Larimore » Mon Jan 01, 2024 10:39 am » in Investing - Theory, News & General
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589 Replies

62019 Views

Last post by anoop
Wed Dec 04, 2024 11:20 pm
Emailed Vanguard Proxy Vote Request Legitimate?

Last post by mike_SF « Wed Dec 04, 2024 11:18 pm
Posted in Personal Consumer Issues
Replies: 10
by NDHawkFan » Wed Dec 04, 2024 1:18 pm » in Personal Consumer Issues

10 Replies

532 Views

Last post by mike_SF
Wed Dec 04, 2024 11:18 pm
Anyone have any experience using HIIVE?

Last post by cosmos « Wed Dec 04, 2024 11:17 pm
Posted in Investing - Theory, News & General
Replies: 1
by PeterRTM » Wed Dec 04, 2024 11:06 pm » in Investing - Theory, News & General

1 Replies

70 Views

Last post by cosmos
Wed Dec 04, 2024 11:17 pm
60-days dividend rule (December Purchase)

Last post by grabiner « Wed Dec 04, 2024 11:12 pm
Posted in Investing - Theory, News & General
Replies: 6
by S_Track » Fri Mar 01, 2024 6:52 pm » in Investing - Theory, News & General

6 Replies

1030 Views

Last post by grabiner
Wed Dec 04, 2024 11:12 pm
2024 Corporate Transparency Act implications

Last post by clast « Wed Dec 04, 2024 11:05 pm
Posted in Investing - Theory, News & General
Replies: 13
by baguette » Mon Jan 15, 2024 11:23 am » in Investing - Theory, News & General

13 Replies

3195 Views

Last post by clast
Wed Dec 04, 2024 11:05 pm
Total Portfolio Allocation and Withdrawal (TPAW)

Last post by trickshot « Wed Dec 04, 2024 11:03 pm
Posted in Investing - Theory, News & General
Replies: 1165
by Ben Mathew » Mon Nov 30, 2020 8:39 pm » in Investing - Theory, News & General
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1165 Replies

306134 Views

Last post by trickshot
Wed Dec 04, 2024 11:03 pm
[Voluntary Severance Package]: take the money and run or keep working hoping for recognition?

Last post by saagar_is_cool « Wed Dec 04, 2024 11:00 pm
Posted in Personal Finance (Not Investing)
Replies: 103
by DrMark » Tue Dec 03, 2024 12:42 am » in Personal Finance (Not Investing)
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103 Replies

6345 Views

Last post by saagar_is_cool
Wed Dec 04, 2024 11:00 pm
Please explain the concept of imputed rent to me like I'm a 5 year old

Last post by muffins14 « Wed Dec 04, 2024 10:58 pm
Posted in Personal Finance (Not Investing)
Replies: 60
by crossbow » Tue May 04, 2021 1:24 pm » in Personal Finance (Not Investing)
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2
60 Replies

8848 Views

Last post by muffins14
Wed Dec 04, 2024 10:58 pm
Explain buying TIPS to me like I'm 5

Last post by CookieDough « Wed Dec 04, 2024 10:55 pm
Posted in Personal Investments
Replies: 33
by CookieDough » Tue Dec 03, 2024 8:03 pm » in Personal Investments

33 Replies

2250 Views

Last post by CookieDough
Wed Dec 04, 2024 10:55 pm
Another question about bond funds

Last post by alluringreality « Wed Dec 04, 2024 10:54 pm
Posted in Investing - Theory, News & General
Replies: 3
by metalworking » Wed Dec 04, 2024 5:06 pm » in Investing - Theory, News & General

3 Replies

252 Views

Last post by alluringreality
Wed Dec 04, 2024 10:54 pm
TIAA Traditional not allowing second RMD in same calendar year

Last post by artfulsquirrel « Wed Dec 04, 2024 10:51 pm
Posted in Personal Investments

by artfulsquirrel » Wed Dec 04, 2024 10:51 pm » in Personal Investments

0 Replies

27 Views

Last post by artfulsquirrel
Wed Dec 04, 2024 10:51 pm
Which IRA to draw down first

Last post by grabiner « Wed Dec 04, 2024 10:51 pm
Posted in Investing - Theory, News & General
Replies: 5
by drspine » Wed Dec 04, 2024 5:26 pm » in Investing - Theory, News & General

5 Replies

345 Views

Last post by grabiner
Wed Dec 04, 2024 10:51 pm
Asset location and tax question

Last post by grabiner « Wed Dec 04, 2024 10:44 pm
Posted in Personal Investments
Replies: 7
by gavinsiu » Sun Dec 01, 2024 2:04 pm » in Personal Investments

7 Replies

805 Views

Last post by grabiner
Wed Dec 04, 2024 10:44 pm
Wife's 401K Bond Options

Last post by Texas50 « Wed Dec 04, 2024 10:44 pm
Posted in Personal Investments

by Texas50 » Wed Dec 04, 2024 10:44 pm » in Personal Investments

0 Replies

41 Views

Last post by Texas50
Wed Dec 04, 2024 10:44 pm
What considerations when choosing a Money Market Mutual Fund?

Last post by gavinsiu « Wed Dec 04, 2024 10:41 pm
Posted in Personal Investments
Replies: 14
by MediumDutyFeltPads » Wed Dec 04, 2024 3:24 pm » in Personal Investments

14 Replies

707 Views

Last post by gavinsiu
Wed Dec 04, 2024 10:41 pm
VOO/VTI purchase mid December or wait past ExDividend Date

Last post by grabiner « Wed Dec 04, 2024 10:39 pm
Posted in Personal Investments
Replies: 6
by Austhuds » Tue Dec 03, 2024 5:45 pm » in Personal Investments

6 Replies

1126 Views

Last post by grabiner
Wed Dec 04, 2024 10:39 pm
TIPS Funds for Social Security delay of 7 years

Last post by newcollegeman « Wed Dec 04, 2024 10:39 pm
Posted in Personal Investments

by newcollegeman » Wed Dec 04, 2024 10:39 pm » in Personal Investments

0 Replies

53 Views

Last post by newcollegeman
Wed Dec 04, 2024 10:39 pm
International asset allocation

Last post by grabiner « Wed Dec 04, 2024 10:34 pm
Posted in Personal Investments
Replies: 6
by ryanbohle » Wed Dec 04, 2024 9:09 am » in Personal Investments

6 Replies

485 Views

Last post by grabiner
Wed Dec 04, 2024 10:34 pm
Checklist: Moving from VG to Fidelity

Last post by stocknoob4111 « Wed Dec 04, 2024 10:31 pm
Posted in Personal Investments
Replies: 34
by stocknoob4111 » Wed Jan 17, 2024 7:24 pm » in Personal Investments

34 Replies

4779 Views

Last post by stocknoob4111
Wed Dec 04, 2024 10:31 pm
What if's with TurboTax?

Last post by rivercrosser « Wed Dec 04, 2024 10:30 pm
Posted in Personal Finance (Not Investing)
Replies: 24
by Al Dente » Tue Dec 03, 2024 5:27 pm » in Personal Finance (Not Investing)

24 Replies

1483 Views

Last post by rivercrosser
Wed Dec 04, 2024 10:30 pm
Thinking of switching to android from iPhone. Any regrets?

Last post by bogling « Wed Dec 04, 2024 10:29 pm
Posted in Personal Consumer Issues
Replies: 43
by MCST » Sun Dec 01, 2024 1:00 pm » in Personal Consumer Issues

43 Replies

3483 Views

Last post by bogling
Wed Dec 04, 2024 10:29 pm
Year end Check up needed from the gurus

Last post by steadyosmosis « Wed Dec 04, 2024 10:26 pm
Posted in Personal Investments
Replies: 5
by imrn1725 » Wed Dec 04, 2024 5:44 pm » in Personal Investments

5 Replies

461 Views

Last post by steadyosmosis
Wed Dec 04, 2024 10:26 pm
90 y.o. 12% tax bracket - surely something better than these muni bond funds

Last post by grabiner « Wed Dec 04, 2024 10:23 pm
Posted in Personal Investments
Replies: 9
by eukonomos » Mon Dec 02, 2024 4:33 pm » in Personal Investments

9 Replies

1252 Views

Last post by grabiner
Wed Dec 04, 2024 10:23 pm
Targeted Ad

Last post by muffins14 « Wed Dec 04, 2024 10:22 pm
Posted in Personal Consumer Issues
Replies: 12
by AAA » Wed Dec 04, 2024 11:12 am » in Personal Consumer Issues

12 Replies

636 Views

Last post by muffins14
Wed Dec 04, 2024 10:22 pm
Good way to water plants when you are away?

Last post by mfswatz9 « Wed Dec 04, 2024 10:20 pm
Posted in Personal Consumer Issues
Replies: 21
by gavinsiu » Tue Dec 03, 2024 6:57 pm » in Personal Consumer Issues

21 Replies

1399 Views

Last post by mfswatz9
Wed Dec 04, 2024 10:20 pm
What is the SWR (Australia)

Last post by alex123711 « Wed Dec 04, 2024 10:19 pm
Posted in Non-US Investing

by alex123711 » Wed Dec 04, 2024 10:19 pm » in Non-US Investing

0 Replies

39 Views

Last post by alex123711
Wed Dec 04, 2024 10:19 pm
Above what marginal tax bracket would you consider NOT consider a ROTH?

Last post by steadyosmosis « Wed Dec 04, 2024 10:13 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by guppyguy » Wed Dec 04, 2024 9:00 pm » in Personal Finance (Not Investing)

9 Replies

422 Views

Last post by steadyosmosis
Wed Dec 04, 2024 10:13 pm
Advice from people who travel leisurely frequently

Last post by stan1 « Wed Dec 04, 2024 10:13 pm
Posted in Personal Consumer Issues
Replies: 61
by Outafter20 » Tue Dec 03, 2024 7:37 am » in Personal Consumer Issues
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61 Replies

4247 Views

Last post by stan1
Wed Dec 04, 2024 10:13 pm
Roth Conversion - Penalty for EOY?

Last post by MoneyIsTime « Wed Dec 04, 2024 10:11 pm
Posted in Personal Finance (Not Investing)
Replies: 76
by MoneyIsTime » Mon Nov 18, 2024 12:23 pm » in Personal Finance (Not Investing)
1

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76 Replies

5190 Views

Last post by MoneyIsTime
Wed Dec 04, 2024 10:11 pm
2025 HSA (wife, kid and I - two employers) - How to Max Out?

Last post by grabiner « Wed Dec 04, 2024 10:11 pm
Posted in Personal Finance (Not Investing)
Replies: 20
by mander75 » Sun Nov 24, 2024 1:12 pm » in Personal Finance (Not Investing)

20 Replies

1198 Views

Last post by grabiner
Wed Dec 04, 2024 10:11 pm
Shiller PE now near 37 - 3rd highest ever

Last post by HomerJ « Wed Dec 04, 2024 10:09 pm
Posted in Investing - Theory, News & General
Replies: 416
by RationalWalk » Wed Oct 02, 2024 5:01 pm » in Investing - Theory, News & General
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416 Replies

38838 Views

Last post by HomerJ
Wed Dec 04, 2024 10:09 pm
Gaming Monitor recommendation with HDMI and USB-C

Last post by stan1 « Wed Dec 04, 2024 10:09 pm
Posted in Personal Consumer Issues
Replies: 7
by FB01 » Wed Dec 04, 2024 10:04 am » in Personal Consumer Issues

7 Replies

296 Views

Last post by stan1
Wed Dec 04, 2024 10:09 pm
Random / ?scam? email from "Principal Financial Group"

Last post by LittleMaggieMae « Wed Dec 04, 2024 10:05 pm
Posted in Personal Investments
Replies: 7
by Ryzan » Tue Dec 03, 2024 7:33 pm » in Personal Investments

7 Replies

721 Views

Last post by LittleMaggieMae
Wed Dec 04, 2024 10:05 pm
Post your Financial Milestone Announcements Here

Last post by livesoft « Wed Dec 04, 2024 10:04 pm
Posted in Bogleheads Community and Local Chapters
Replies: 4009
by Working2notWork » Tue Jun 03, 2014 7:41 am » in Bogleheads Community and Local Chapters
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4009 Replies

684915 Views

Last post by livesoft
Wed Dec 04, 2024 10:04 pm
Why 100% stocks if the SWR is lower?

Last post by blortchplop « Wed Dec 04, 2024 10:02 pm
Posted in Investing - Theory, News & General
Replies: 31
by alex123711 » Wed Dec 04, 2024 2:54 am » in Investing - Theory, News & General

31 Replies

1795 Views

Last post by blortchplop
Wed Dec 04, 2024 10:02 pm
Portfolio review - Am I on track? Using HYS as part of bond allocation

Last post by invest4 « Wed Dec 04, 2024 9:59 pm
Posted in Personal Investments
Replies: 11
by MRO » Wed Nov 27, 2024 11:07 am » in Personal Investments

11 Replies

1045 Views

Last post by invest4
Wed Dec 04, 2024 9:59 pm
Beneficial Owner Information reporting (BOI) - LLC and s corp owners

Last post by ChicagoBear7 « Wed Dec 04, 2024 9:56 pm
Posted in Personal Finance (Not Investing)
Replies: 45
by SWYK » Fri Dec 22, 2023 12:41 am » in Personal Finance (Not Investing)

45 Replies

6565 Views

Last post by ChicagoBear7
Wed Dec 04, 2024 9:56 pm

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