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Roth conversion: Pro-rata avoidance which date?

Last post by retiredjg « Sun Jul 03, 2022 1:03 pm
Posted in Personal Investments
Replies: 2
by Weathering » Sun Jul 03, 2022 12:57 pm » in Personal Investments

2 Replies

43 Views

Last post by retiredjg
Sun Jul 03, 2022 1:03 pm
ACATS Transfer thefts from Fidelity

Last post by Hockey10 « Sun Jul 03, 2022 1:02 pm
Posted in Investing - Theory, News & General
Replies: 153
by catnapper » Sat Jul 02, 2022 11:10 am » in Investing - Theory, News & General
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153 Replies

8258 Views

Last post by Hockey10
Sun Jul 03, 2022 1:02 pm
Vanguard Account Errors

Last post by zero_coupon « Sun Jul 03, 2022 1:02 pm
Posted in Investing - Theory, News & General
Replies: 13
by zero_coupon » Fri Jul 01, 2022 4:17 pm » in Investing - Theory, News & General

13 Replies

1025 Views

Last post by zero_coupon
Sun Jul 03, 2022 1:02 pm
Shoutout to the Alliant Visa Signature

Last post by cat_guy « Sun Jul 03, 2022 1:02 pm
Posted in Personal Finance (Not Investing)

by cat_guy » Sun Jul 03, 2022 1:02 pm » in Personal Finance (Not Investing)

0 Replies

12 Views

Last post by cat_guy
Sun Jul 03, 2022 1:02 pm
How much is too much when negotiating comp in new job offer?

Last post by TomatoTomahto « Sun Jul 03, 2022 1:01 pm
Posted in Personal Finance (Not Investing)
Replies: 11
by seeker24 » Sun Jul 03, 2022 12:20 am » in Personal Finance (Not Investing)

11 Replies

1263 Views

Last post by TomatoTomahto
Sun Jul 03, 2022 1:01 pm
What Book Are You Currently Reading? Part VI

Last post by nisiprius « Sun Jul 03, 2022 1:01 pm
Posted in Personal Consumer Issues
Replies: 6015
by Alex Frakt » Mon Sep 22, 2014 11:14 am » in Personal Consumer Issues
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6015 Replies

1439269 Views

Last post by nisiprius
Sun Jul 03, 2022 1:01 pm
Share your Net Worth Regression

Last post by HootingSloth « Sun Jul 03, 2022 1:00 pm
Posted in Personal Finance (Not Investing)
Replies: 287
by Little_Carmine » Fri May 06, 2022 10:49 am » in Personal Finance (Not Investing)
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287 Replies

38615 Views

Last post by HootingSloth
Sun Jul 03, 2022 1:00 pm
31 Year Old - Is a 20 year term life insurance policy for me?

Last post by Chardo « Sun Jul 03, 2022 12:56 pm
Posted in Personal Finance (Not Investing)
Replies: 79
by thickerthanwtr » Mon Jun 27, 2022 8:12 pm » in Personal Finance (Not Investing)
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2
79 Replies

4632 Views

Last post by Chardo
Sun Jul 03, 2022 12:56 pm
Nudging vs Rebalancing

Last post by FactualFran « Sun Jul 03, 2022 12:55 pm
Posted in Investing - Theory, News & General
Replies: 111
by Marseille07 » Sat Jun 25, 2022 10:44 pm » in Investing - Theory, News & General
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111 Replies

6777 Views

Last post by FactualFran
Sun Jul 03, 2022 12:55 pm
Stuck Gas Gage

Last post by ForTheLongHaul « Sun Jul 03, 2022 12:54 pm
Posted in Personal Consumer Issues
Replies: 1
by sport » Sun Jul 03, 2022 12:40 pm » in Personal Consumer Issues

1 Replies

99 Views

Last post by ForTheLongHaul
Sun Jul 03, 2022 12:54 pm
Charging Phone in the Car

Last post by runninginvestor « Sun Jul 03, 2022 12:53 pm
Posted in Personal Consumer Issues
Replies: 3
by sport » Sun Jul 03, 2022 12:46 pm » in Personal Consumer Issues

3 Replies

119 Views

Last post by runninginvestor
Sun Jul 03, 2022 12:53 pm
Mid-30's portfolio review, seeking feedback

Last post by retired@50 « Sun Jul 03, 2022 12:51 pm
Posted in Personal Investments
Replies: 2
by KidneyMD » Sat Jul 02, 2022 3:18 pm » in Personal Investments

2 Replies

615 Views

Last post by retired@50
Sun Jul 03, 2022 12:51 pm
Carnival Corporation - Cancel December Cruise or Go?

Last post by FreddieFIRE « Sun Jul 03, 2022 12:51 pm
Posted in Personal Finance (Not Investing)
Replies: 35
by RetiredInTheWest » Sat Jul 02, 2022 7:08 pm » in Personal Finance (Not Investing)

35 Replies

3045 Views

Last post by FreddieFIRE
Sun Jul 03, 2022 12:51 pm
Why do I keep getting rejected for credit cards?

Last post by drk « Sun Jul 03, 2022 12:50 pm
Posted in Personal Finance (Not Investing)
Replies: 55
by cat_guy » Sat Jul 02, 2022 7:13 pm » in Personal Finance (Not Investing)
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55 Replies

3735 Views

Last post by drk
Sun Jul 03, 2022 12:50 pm
VNQI Global ex-U.S. Real Estate ETF is cheap, now yielding 8%

Last post by Ed 2 « Sun Jul 03, 2022 12:48 pm
Posted in Investing - Theory, News & General
Replies: 5
by financeperchance » Sun Jul 03, 2022 7:06 am » in Investing - Theory, News & General

5 Replies

603 Views

Last post by Ed 2
Sun Jul 03, 2022 12:48 pm
Social Security/indexation and AIME

Last post by 22twain « Sun Jul 03, 2022 12:46 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by JMG » Sun Jul 03, 2022 10:38 am » in Personal Finance (Not Investing)

2 Replies

182 Views

Last post by 22twain
Sun Jul 03, 2022 12:46 pm
Filing Federal Estate Tax Return to Get Portability

Last post by talzara « Sun Jul 03, 2022 12:44 pm
Posted in Personal Finance (Not Investing)
Replies: 33
by Leesbro63 » Sat Jul 02, 2022 7:31 am » in Personal Finance (Not Investing)

33 Replies

1913 Views

Last post by talzara
Sun Jul 03, 2022 12:44 pm
Special 457(b) catch-up contributions pre-retirement limit questions

Last post by Workinprogress « Sun Jul 03, 2022 12:43 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by Workinprogress » Sat Jul 02, 2022 12:50 am » in Personal Finance (Not Investing)

4 Replies

359 Views

Last post by Workinprogress
Sun Jul 03, 2022 12:43 pm
Points or vouchers for Southwest flight?

Last post by yolli71 « Sun Jul 03, 2022 12:43 pm
Posted in Personal Consumer Issues
Replies: 10
by yolli71 » Tue Jun 21, 2022 7:39 pm » in Personal Consumer Issues

10 Replies

817 Views

Last post by yolli71
Sun Jul 03, 2022 12:43 pm
Form 8606 help

Last post by joetro29 « Sun Jul 03, 2022 12:40 pm
Posted in Personal Investments
Replies: 14
by joetro29 » Sun Jul 03, 2022 12:15 am » in Personal Investments

14 Replies

767 Views

Last post by joetro29
Sun Jul 03, 2022 12:40 pm
Self Insuring LTC or Buying LTCI?

Last post by hudson « Sun Jul 03, 2022 12:37 pm
Posted in Personal Finance (Not Investing)
Replies: 24
by iim7V7IM7 » Thu Jun 30, 2022 2:52 pm » in Personal Finance (Not Investing)

24 Replies

1618 Views

Last post by hudson
Sun Jul 03, 2022 12:37 pm
Clearing out US retirement accounts

Last post by TedSwippet « Sun Jul 03, 2022 12:35 pm
Posted in Non-US Investing
Replies: 42
by internet_explorer » Mon Jun 27, 2022 8:11 am » in Non-US Investing

42 Replies

3557 Views

Last post by TedSwippet
Sun Jul 03, 2022 12:35 pm
How Do You Transfer Larger Amount Funds Between Institutions?

Last post by SunnySideUp « Sun Jul 03, 2022 12:34 pm
Posted in Personal Finance (Not Investing)
Replies: 33
by PGR » Thu Jul 01, 2021 3:52 pm » in Personal Finance (Not Investing)

33 Replies

4589 Views

Last post by SunnySideUp
Sun Jul 03, 2022 12:34 pm
When trial deposits bounce back

Last post by Carno « Sun Jul 03, 2022 12:33 pm
Posted in Personal Finance (Not Investing)
Replies: 12
by Carno » Sat Jul 02, 2022 7:00 pm » in Personal Finance (Not Investing)

12 Replies

864 Views

Last post by Carno
Sun Jul 03, 2022 12:33 pm
Move to California?

Last post by LadyGeek « Sun Jul 03, 2022 12:31 pm
Posted in Personal Finance (Not Investing)
Replies: 132
by Bigt3142 » Sun Jun 26, 2022 9:38 am » in Personal Finance (Not Investing)
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132 Replies

11594 Views

Last post by LadyGeek
Sun Jul 03, 2022 12:31 pm
The recent risk-adjusted returns of stocks and bonds

Last post by rockstar « Sun Jul 03, 2022 12:31 pm
Posted in Investing - Theory, News & General
Replies: 8
by Fremdon Ferndock » Sun Jul 03, 2022 9:37 am » in Investing - Theory, News & General

8 Replies

461 Views

Last post by rockstar
Sun Jul 03, 2022 12:31 pm
Opinion on Fidelity Monitor & Insight?

Last post by retiredjg « Sun Jul 03, 2022 12:29 pm
Posted in Investing - Theory, News & General
Replies: 3
by arrieros81 » Sat Jul 02, 2022 7:42 pm » in Investing - Theory, News & General

3 Replies

294 Views

Last post by retiredjg
Sun Jul 03, 2022 12:29 pm
Should we walk away from purchasing this brand new house?

Last post by exodusNH « Sun Jul 03, 2022 12:28 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by index2max » Sun Jul 03, 2022 12:17 pm » in Personal Finance (Not Investing)

1 Replies

214 Views

Last post by exodusNH
Sun Jul 03, 2022 12:28 pm
How to force transfer of domain name?

Last post by celia « Sun Jul 03, 2022 12:28 pm
Posted in Personal Consumer Issues
Replies: 2
by miamivice » Sun Jul 03, 2022 12:03 pm » in Personal Consumer Issues

2 Replies

160 Views

Last post by celia
Sun Jul 03, 2022 12:28 pm
Vanguard Tax Harvesting

Last post by BF3000 « Sun Jul 03, 2022 12:26 pm
Posted in Personal Investments
Replies: 20
by JacK 098 » Tue Jun 21, 2022 10:10 am » in Personal Investments

20 Replies

1666 Views

Last post by BF3000
Sun Jul 03, 2022 12:26 pm
"Twenty Ways To Tell If You're A Lousy Investor"

Last post by JBTX « Sun Jul 03, 2022 12:26 pm
Posted in Investing - Theory, News & General
Replies: 7
by Taylor Larimore » Sun Jul 03, 2022 11:35 am » in Investing - Theory, News & General

7 Replies

516 Views

Last post by JBTX
Sun Jul 03, 2022 12:26 pm
How do you budget for the recommended ~1% to 1.5% for home repair/replacement costs in retirement?

Last post by CyclingDuo « Sun Jul 03, 2022 12:25 pm
Posted in Personal Investments
Replies: 9
by iim7V7IM7 » Sun Jul 03, 2022 8:46 am » in Personal Investments

9 Replies

536 Views

Last post by CyclingDuo
Sun Jul 03, 2022 12:25 pm
Preferred securities and closed end funds for income?

Last post by grabiner « Sun Jul 03, 2022 12:24 pm
Posted in Personal Investments
Replies: 5
by IslandTime » Sat Jul 02, 2022 3:17 pm » in Personal Investments

5 Replies

390 Views

Last post by grabiner
Sun Jul 03, 2022 12:24 pm
FI and Young, but not close to SS second bend point

Last post by Marseille07 « Sun Jul 03, 2022 12:21 pm
Posted in Personal Finance (Not Investing)
Replies: 58
by cellisto » Fri Jul 01, 2022 2:54 pm » in Personal Finance (Not Investing)
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58 Replies

4951 Views

Last post by Marseille07
Sun Jul 03, 2022 12:21 pm
Soil Analysis for Lawn

Last post by mkc « Sun Jul 03, 2022 12:20 pm
Posted in Personal Consumer Issues
Replies: 13
by EagertoLearnMore » Sat Jul 02, 2022 6:22 pm » in Personal Consumer Issues

13 Replies

736 Views

Last post by mkc
Sun Jul 03, 2022 12:20 pm
1st withdrawal from 529

Last post by marcopolo « Sun Jul 03, 2022 12:20 pm
Posted in Personal Finance (Not Investing)
Replies: 42
by miamivice » Mon Jun 27, 2022 6:50 pm » in Personal Finance (Not Investing)

42 Replies

2893 Views

Last post by marcopolo
Sun Jul 03, 2022 12:20 pm
Why continue investing in VTSAX? (index vs dividend strategy)

Last post by grabiner « Sun Jul 03, 2022 12:18 pm
Posted in Personal Investments
Replies: 12
by GingerU » Sat Jul 02, 2022 10:07 pm » in Personal Investments

12 Replies

1978 Views

Last post by grabiner
Sun Jul 03, 2022 12:18 pm
Real estate correlation with stock market

Last post by deanmoriarty « Sun Jul 03, 2022 12:14 pm
Posted in Investing - Theory, News & General

by deanmoriarty » Sun Jul 03, 2022 12:14 pm » in Investing - Theory, News & General

0 Replies

107 Views

Last post by deanmoriarty
Sun Jul 03, 2022 12:14 pm
Dr. William Bernstein on Bonds

Last post by rockstar « Sun Jul 03, 2022 12:14 pm
Posted in Personal Investments
Replies: 76
by BigDGB » Tue Jun 28, 2022 7:29 pm » in Personal Investments
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76 Replies

8521 Views

Last post by rockstar
Sun Jul 03, 2022 12:14 pm
So what are you cooking

Last post by Barsoom « Sun Jul 03, 2022 12:13 pm
Posted in Personal Consumer Issues
Replies: 689
by Skeeter1 » Sat Mar 21, 2020 2:23 pm » in Personal Consumer Issues
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689 Replies

62674 Views

Last post by Barsoom
Sun Jul 03, 2022 12:13 pm
Trail Runners - What Shoes?

Last post by ObliviousInvestor « Sun Jul 03, 2022 12:12 pm
Posted in Personal Consumer Issues
Replies: 41
by NYCaviator » Sat Jul 02, 2022 7:12 am » in Personal Consumer Issues

41 Replies

2377 Views

Last post by ObliviousInvestor
Sun Jul 03, 2022 12:12 pm
Making Too Little for ACA Subsidies

Last post by MP123 « Sun Jul 03, 2022 12:10 pm
Posted in Personal Finance (Not Investing)
Replies: 19
by cowdogman » Sat Jul 02, 2022 7:03 pm » in Personal Finance (Not Investing)

19 Replies

1637 Views

Last post by MP123
Sun Jul 03, 2022 12:10 pm
Penfed 3.5% 5 year CD

Last post by grabiner « Sun Jul 03, 2022 12:10 pm
Posted in Personal Investments
Replies: 18
by carolinaman » Thu Jun 30, 2022 9:02 am » in Personal Investments

18 Replies

2197 Views

Last post by grabiner
Sun Jul 03, 2022 12:10 pm
Neighbor damaged fence with heavy equipment

Last post by Jeepergeo « Sun Jul 03, 2022 12:03 pm
Posted in Personal Consumer Issues
Replies: 31
by Sprucebark » Wed Jun 29, 2022 2:31 am » in Personal Consumer Issues

31 Replies

4100 Views

Last post by Jeepergeo
Sun Jul 03, 2022 12:03 pm
Quick, basic TLH question

Last post by drk « Sun Jul 03, 2022 12:03 pm
Posted in Personal Investments
Replies: 6
by blaugranamd » Sun Jul 03, 2022 11:47 am » in Personal Investments

6 Replies

187 Views

Last post by drk
Sun Jul 03, 2022 12:03 pm
Tales from this insane real estate market

Last post by oneleaf « Sun Jul 03, 2022 11:59 am
Posted in Personal Finance (Not Investing)
Replies: 1901
by ASpenderInRecovery » Tue Mar 23, 2021 8:11 pm » in Personal Finance (Not Investing)
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1901 Replies

288636 Views

Last post by oneleaf
Sun Jul 03, 2022 11:59 am
Options to get rid of in ground trampoline

Last post by CAsage « Sun Jul 03, 2022 11:57 am
Posted in Personal Consumer Issues
Replies: 14
by bonglehead » Sat Jul 02, 2022 2:18 pm » in Personal Consumer Issues

14 Replies

1156 Views

Last post by CAsage
Sun Jul 03, 2022 11:57 am
Captial gains: Friend or foe?

Last post by KlangFool « Sun Jul 03, 2022 11:57 am
Posted in Investing - Theory, News & General
Replies: 52
by restingonmylaurels » Wed Jun 29, 2022 6:23 am » in Investing - Theory, News & General
1

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52 Replies

3483 Views

Last post by KlangFool
Sun Jul 03, 2022 11:57 am
Can you delete out your Treasury Direct Account ?

Last post by dia « Sun Jul 03, 2022 11:55 am
Posted in Personal Investments
Replies: 10
by dia » Sat Jul 02, 2022 9:50 am » in Personal Investments

10 Replies

1383 Views

Last post by dia
Sun Jul 03, 2022 11:55 am
Market Down, Dividends UP YTD

Last post by SeasOfCheese « Sun Jul 03, 2022 11:51 am
Posted in Investing - Theory, News & General
Replies: 169
by Charles Joseph » Wed Jun 29, 2022 6:51 pm » in Investing - Theory, News & General
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169 Replies

8862 Views

Last post by SeasOfCheese
Sun Jul 03, 2022 11:51 am

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