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Why is Edward Jones insisting we get an EIN for the revocable trust, now irrevocable, in order to open inherited IRAs?

Last post by Big Dog « Sat Dec 02, 2023 12:24 am
Posted in Personal Investments
Replies: 4
by EmandM83 » Fri Dec 01, 2023 5:19 pm » in Personal Investments

4 Replies

482 Views

Last post by Big Dog
Sat Dec 02, 2023 12:24 am
Investing 100% into TQQQ

Last post by Alpha4 « Sat Dec 02, 2023 12:22 am
Posted in Investing - Theory, News & General
Replies: 204
by RichIn7Years » Sat Oct 21, 2023 6:30 pm » in Investing - Theory, News & General
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204 Replies

22219 Views

Last post by Alpha4
Sat Dec 02, 2023 12:22 am
Convert SCHX to VT in taxable (capital gains tax)

Last post by Hyperchicken « Sat Dec 02, 2023 12:19 am
Posted in Personal Investments
Replies: 3
by blimp » Sat Dec 02, 2023 12:10 am » in Personal Investments

3 Replies

56 Views

Last post by Hyperchicken
Sat Dec 02, 2023 12:19 am
Should I dismiss the idea of buying a house?

Last post by BogleMelon « Sat Dec 02, 2023 12:16 am
Posted in Personal Consumer Issues

by BogleMelon » Sat Dec 02, 2023 12:16 am » in Personal Consumer Issues

0 Replies

35 Views

Last post by BogleMelon
Sat Dec 02, 2023 12:16 am
Wisdom of owning house after retirement

Last post by bendix « Sat Dec 02, 2023 12:15 am
Posted in Personal Finance (Not Investing)
Replies: 17
by Ichthyo20023saurs » Fri Dec 01, 2023 5:43 pm » in Personal Finance (Not Investing)

17 Replies

1384 Views

Last post by bendix
Sat Dec 02, 2023 12:15 am
Asset transfer fraud protection

Last post by anagram « Sat Dec 02, 2023 12:14 am
Posted in Personal Investments
Replies: 25
by rks » Thu Nov 30, 2023 11:27 am » in Personal Investments

25 Replies

1148 Views

Last post by anagram
Sat Dec 02, 2023 12:14 am
Dementia care financial conundrums

Last post by Grebely « Sat Dec 02, 2023 12:10 am
Posted in Personal Finance (Not Investing)
Replies: 26
by sophie1 » Fri Dec 01, 2023 3:53 pm » in Personal Finance (Not Investing)

26 Replies

1686 Views

Last post by Grebely
Sat Dec 02, 2023 12:10 am
Private Music Lessons: Piano vs. Ukulele/Guitar

Last post by Jazztonight « Sat Dec 02, 2023 12:03 am
Posted in Personal Consumer Issues
Replies: 16
by capitalhockey » Fri Dec 01, 2023 1:21 pm » in Personal Consumer Issues

16 Replies

900 Views

Last post by Jazztonight
Sat Dec 02, 2023 12:03 am
Calling police to report a criminal prank question

Last post by ClaycordJCA « Sat Dec 02, 2023 12:00 am
Posted in Personal Consumer Issues
Replies: 14
by Carno » Fri Dec 01, 2023 9:16 pm » in Personal Consumer Issues

14 Replies

907 Views

Last post by ClaycordJCA
Sat Dec 02, 2023 12:00 am
Another reason to invest in Index Funds -- Avoid fund managers front running

Last post by blimp « Fri Dec 01, 2023 11:58 pm
Posted in Investing - Theory, News & General
Replies: 5
by artking99 » Fri Dec 01, 2023 9:11 pm » in Investing - Theory, News & General

5 Replies

555 Views

Last post by blimp
Fri Dec 01, 2023 11:58 pm
For people who reached FDIC limit in their bank account

Last post by lgb « Fri Dec 01, 2023 11:57 pm
Posted in Personal Finance (Not Investing)
Replies: 47
by gavinsiu » Sun Nov 26, 2023 8:46 pm » in Personal Finance (Not Investing)

47 Replies

4730 Views

Last post by lgb
Fri Dec 01, 2023 11:57 pm
Has your portfolio recovered since Q1 2022?

Last post by abc132 « Fri Dec 01, 2023 11:56 pm
Posted in Investing - Theory, News & General
Replies: 11
by tetractys » Fri Dec 01, 2023 9:53 pm » in Investing - Theory, News & General

11 Replies

709 Views

Last post by abc132
Fri Dec 01, 2023 11:56 pm
HSA Contributions and Medicare

Last post by FiveK « Fri Dec 01, 2023 11:56 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by Sbsuocbw » Tue Nov 28, 2023 10:27 pm » in Personal Finance (Not Investing)

6 Replies

672 Views

Last post by FiveK
Fri Dec 01, 2023 11:56 pm
Sell I bond for higher fixed rate?

Last post by #Cruncher « Fri Dec 01, 2023 11:53 pm
Posted in Personal Investments
Replies: 13
by am » Sun Nov 26, 2023 7:27 am » in Personal Investments

13 Replies

1719 Views

Last post by #Cruncher
Fri Dec 01, 2023 11:53 pm
At what point does BND become attractive?

Last post by saver1 « Fri Dec 01, 2023 11:52 pm
Posted in Investing - Theory, News & General
Replies: 135
by Yesterdaysnews » Sat Oct 07, 2023 11:11 am » in Investing - Theory, News & General
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135 Replies

18704 Views

Last post by saver1
Fri Dec 01, 2023 11:52 pm
California 2023 state income tax rates

Last post by CletusCaddy « Fri Dec 01, 2023 11:47 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by mikep » Fri Dec 01, 2023 12:32 pm » in Personal Finance (Not Investing)

6 Replies

574 Views

Last post by CletusCaddy
Fri Dec 01, 2023 11:47 pm
Washington State Long Term Care Trust Act - 0.58% payroll tax - $36,500 lifetime maximum benefit

Last post by chance « Fri Dec 01, 2023 11:43 pm
Posted in Personal Finance (Not Investing)
Replies: 1744
by Soon2BXProgrammer » Tue Feb 16, 2021 9:38 pm » in Personal Finance (Not Investing)
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1744 Replies

181005 Views

Last post by chance
Fri Dec 01, 2023 11:43 pm
Renting out your place to someone overseas

Last post by toddthebod « Fri Dec 01, 2023 11:42 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by tcrez » Fri Dec 01, 2023 11:20 pm » in Personal Finance (Not Investing)

2 Replies

153 Views

Last post by toddthebod
Fri Dec 01, 2023 11:42 pm
Should I pay cash for a house or keep funds in the market?

Last post by yosemite_mountain « Fri Dec 01, 2023 11:41 pm
Posted in Personal Investments
Replies: 17
by yosemite_mountain » Thu Nov 30, 2023 7:00 pm » in Personal Investments

17 Replies

1612 Views

Last post by yosemite_mountain
Fri Dec 01, 2023 11:41 pm
Used car sold as new car

Last post by cubs1999 « Fri Dec 01, 2023 11:39 pm
Posted in Personal Consumer Issues
Replies: 50
by civility » Fri Dec 01, 2023 11:05 am » in Personal Consumer Issues
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50 Replies

2874 Views

Last post by cubs1999
Fri Dec 01, 2023 11:39 pm
Why does my Google tv keep logging out?

Last post by gavinsiu « Fri Dec 01, 2023 11:37 pm
Posted in Personal Consumer Issues

by gavinsiu » Fri Dec 01, 2023 11:37 pm » in Personal Consumer Issues

0 Replies

62 Views

Last post by gavinsiu
Fri Dec 01, 2023 11:37 pm
My Hondas wont die...they just keep running

Last post by cubs1999 « Fri Dec 01, 2023 11:31 pm
Posted in Personal Consumer Issues
Replies: 111
by bg5 » Mon Nov 27, 2023 9:10 am » in Personal Consumer Issues
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111 Replies

8551 Views

Last post by cubs1999
Fri Dec 01, 2023 11:31 pm
why does last pass keeping logging me out?

Last post by gavinsiu « Fri Dec 01, 2023 11:30 pm
Posted in Personal Consumer Issues
Replies: 5
by schmitz » Fri Dec 01, 2023 12:38 pm » in Personal Consumer Issues

5 Replies

269 Views

Last post by gavinsiu
Fri Dec 01, 2023 11:30 pm
Did Jason Zweig stop writing for WSJ?

Last post by Bill Bernstein « Fri Dec 01, 2023 11:29 pm
Posted in Personal Consumer Issues
Replies: 6
by tommy85 » Thu Nov 30, 2023 10:14 pm » in Personal Consumer Issues

6 Replies

1525 Views

Last post by Bill Bernstein
Fri Dec 01, 2023 11:29 pm
Safe withdrawal rate for portfolios composed of SP500 only

Last post by FactualFran « Fri Dec 01, 2023 11:25 pm
Posted in Investing - Theory, News & General
Replies: 13
by matthewmatt » Fri Dec 01, 2023 4:42 pm » in Investing - Theory, News & General

13 Replies

1050 Views

Last post by FactualFran
Fri Dec 01, 2023 11:25 pm
Roth conversion started in 2022 but not completed until 2023

Last post by toddthebod « Fri Dec 01, 2023 11:18 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by Pocket Cruiser » Fri Dec 01, 2023 9:24 pm » in Personal Finance (Not Investing)

4 Replies

298 Views

Last post by toddthebod
Fri Dec 01, 2023 11:18 pm
Bond fund in taxable

Last post by retired@50 « Fri Dec 01, 2023 11:13 pm
Posted in Personal Investments
Replies: 2
by milktoast » Fri Dec 01, 2023 9:41 pm » in Personal Investments

2 Replies

253 Views

Last post by retired@50
Fri Dec 01, 2023 11:13 pm
Mortgage transferred to Mr Cooper - question about payment dates

Last post by Workinprogress « Fri Dec 01, 2023 11:11 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by schmitz » Fri Dec 01, 2023 2:30 pm » in Personal Finance (Not Investing)

10 Replies

624 Views

Last post by Workinprogress
Fri Dec 01, 2023 11:11 pm
Vanguard 529 web page-terrible

Last post by ThisTimeItsDifferent « Fri Dec 01, 2023 11:10 pm
Posted in Personal Finance (Not Investing)

by ThisTimeItsDifferent » Fri Dec 01, 2023 11:10 pm » in Personal Finance (Not Investing)

0 Replies

80 Views

Last post by ThisTimeItsDifferent
Fri Dec 01, 2023 11:10 pm
Stopping retirement contributions to pay towards mortgage.

Last post by Cah « Fri Dec 01, 2023 11:06 pm
Posted in Personal Investments
Replies: 61
by Hector » Thu Nov 30, 2023 9:50 am » in Personal Investments
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61 Replies

3406 Views

Last post by Cah
Fri Dec 01, 2023 11:06 pm
What to do with my monthly savings of $6k?

Last post by JakeyLee « Fri Dec 01, 2023 11:04 pm
Posted in Personal Investments
Replies: 10
by latudalithium » Fri Dec 01, 2023 4:20 pm » in Personal Investments

10 Replies

1010 Views

Last post by JakeyLee
Fri Dec 01, 2023 11:04 pm
Medicare Medigap Decision Review

Last post by retireIn2020 « Fri Dec 01, 2023 10:58 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by vnatale » Fri Dec 01, 2023 1:23 pm » in Personal Finance (Not Investing)

2 Replies

371 Views

Last post by retireIn2020
Fri Dec 01, 2023 10:58 pm
T5 engineering school or in-state T35 with full-ride?

Last post by muffins14 « Fri Dec 01, 2023 10:55 pm
Posted in Personal Consumer Issues
Replies: 94
by acegolfer » Fri Dec 01, 2023 5:53 am » in Personal Consumer Issues
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94 Replies

4113 Views

Last post by muffins14
Fri Dec 01, 2023 10:55 pm
Cross country move.....

Last post by srt7 « Fri Dec 01, 2023 10:53 pm
Posted in Personal Consumer Issues
Replies: 45
by four7s » Thu Jan 14, 2021 3:07 pm » in Personal Consumer Issues

45 Replies

4894 Views

Last post by srt7
Fri Dec 01, 2023 10:53 pm
Gmail - tips for organizing

Last post by rgs92 « Fri Dec 01, 2023 10:51 pm
Posted in Personal Consumer Issues
Replies: 26
by mander75 » Thu Nov 23, 2023 10:57 am » in Personal Consumer Issues

26 Replies

3630 Views

Last post by rgs92
Fri Dec 01, 2023 10:51 pm
What are you up YTD? [Year To Date]

Last post by APX32 « Fri Dec 01, 2023 10:50 pm
Posted in Investing - Theory, News & General
Replies: 4996
by InvestorNewb » Tue Aug 26, 2014 10:19 am » in Investing - Theory, News & General
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4996 Replies

826942 Views

Last post by APX32
Fri Dec 01, 2023 10:50 pm
Firecalc.com - What is acceptable percentage?

Last post by zaboomafoozarg « Fri Dec 01, 2023 10:50 pm
Posted in Investing - Theory, News & General
Replies: 51
by bg5 » Tue Nov 28, 2023 8:16 am » in Investing - Theory, News & General
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51 Replies

4334 Views

Last post by zaboomafoozarg
Fri Dec 01, 2023 10:50 pm
What Movie Have You Recently Watched?

Last post by Nicolas « Fri Dec 01, 2023 10:40 pm
Posted in Personal Consumer Issues
Replies: 10537
by abuss368 » Sat Aug 30, 2014 3:35 pm » in Personal Consumer Issues
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10537 Replies

1923066 Views

Last post by Nicolas
Fri Dec 01, 2023 10:40 pm
Request for investment analysis/advice

Last post by Duckie « Fri Dec 01, 2023 10:37 pm
Posted in Personal Investments
Replies: 5
by specialk2023 » Thu Nov 30, 2023 5:36 pm » in Personal Investments

5 Replies

667 Views

Last post by Duckie
Fri Dec 01, 2023 10:37 pm
Any suggestions for a 27 inch monitor for MacBook Air - Wireless or Wired?

Last post by porridge « Fri Dec 01, 2023 10:34 pm
Posted in Personal Consumer Issues
Replies: 15
by worthit » Thu Nov 30, 2023 8:09 am » in Personal Consumer Issues

15 Replies

751 Views

Last post by porridge
Fri Dec 01, 2023 10:34 pm
Questions Re New Gmail, GV#(+Yubikey?) for fin.account protection

Last post by DolphinYay « Fri Dec 01, 2023 10:21 pm
Posted in Personal Consumer Issues
Replies: 25
by DolphinYay » Fri Nov 24, 2023 8:57 pm » in Personal Consumer Issues

25 Replies

2904 Views

Last post by DolphinYay
Fri Dec 01, 2023 10:21 pm
Personal print and use of laptop at work

Last post by Random Musings « Fri Dec 01, 2023 10:11 pm
Posted in Personal Consumer Issues
Replies: 35
by mander75 » Tue Nov 28, 2023 8:27 pm » in Personal Consumer Issues

35 Replies

2896 Views

Last post by Random Musings
Fri Dec 01, 2023 10:11 pm
Advice for nephew, 25, raking in that Silicon Valley pay

Last post by msj16 « Fri Dec 01, 2023 10:06 pm
Posted in Personal Finance (Not Investing)
Replies: 15
by McQ » Thu Nov 30, 2023 11:09 pm » in Personal Finance (Not Investing)

15 Replies

2961 Views

Last post by msj16
Fri Dec 01, 2023 10:06 pm
Yet another mortgage pay down thread

Last post by grabiner « Fri Dec 01, 2023 10:05 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by ch016684 » Fri Dec 01, 2023 11:08 am » in Personal Finance (Not Investing)

4 Replies

431 Views

Last post by grabiner
Fri Dec 01, 2023 10:05 pm
Buying VWRA on IBKR [Singapore]

Last post by jel_a « Fri Dec 01, 2023 10:04 pm
Posted in Non-US Investing
Replies: 5
by jel_a » Thu Nov 30, 2023 8:08 am » in Non-US Investing

5 Replies

498 Views

Last post by jel_a
Fri Dec 01, 2023 10:04 pm
Medicare Part D decision review

Last post by rivercrosser « Fri Dec 01, 2023 10:02 pm
Posted in Personal Finance (Not Investing)
Replies: 37
by vnatale » Fri Dec 01, 2023 12:54 pm » in Personal Finance (Not Investing)

37 Replies

1337 Views

Last post by rivercrosser
Fri Dec 01, 2023 10:02 pm
Lift-top coffee table

Last post by AlwaysLearningMore « Fri Dec 01, 2023 9:59 pm
Posted in Personal Consumer Issues
Replies: 13
by psteinx » Fri Dec 01, 2023 3:17 pm » in Personal Consumer Issues

13 Replies

670 Views

Last post by AlwaysLearningMore
Fri Dec 01, 2023 9:59 pm
The Final, Definitive Thread on Brokerage Transfer Bonuses

Last post by spammagnet « Fri Dec 01, 2023 9:54 pm
Posted in Investing - Theory, News & General
Replies: 6830
by Earl Lemongrab » Fri Aug 05, 2016 8:07 pm » in Investing - Theory, News & General
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6830 Replies

971334 Views

Last post by spammagnet
Fri Dec 01, 2023 9:54 pm
HEDGEFUNDIE's excellent adventure Part II: The next journey

Last post by er999 « Fri Dec 01, 2023 9:51 pm
Posted in Investing - Theory, News & General
Replies: 14119
by HEDGEFUNDIE » Sun Aug 11, 2019 9:41 pm » in Investing - Theory, News & General
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14119 Replies

1832359 Views

Last post by er999
Fri Dec 01, 2023 9:51 pm
BoA to Fidelity Wire?

Last post by evancox10 « Fri Dec 01, 2023 9:48 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by Keliot » Fri Dec 01, 2023 12:33 pm » in Personal Finance (Not Investing)

2 Replies

273 Views

Last post by evancox10
Fri Dec 01, 2023 9:48 pm

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