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At what amount would you bequeath IN TRUST instead of OUTRIGHT?

Last post by humblecoder « Mon Jun 27, 2022 5:04 pm
Posted in Personal Finance (Not Investing)
Replies: 20
by nyc212 » Sun Jun 26, 2022 1:20 pm » in Personal Finance (Not Investing)

20 Replies

1539 Views

Last post by humblecoder
Mon Jun 27, 2022 5:04 pm
3-fund advice

Last post by bjc19 « Mon Jun 27, 2022 5:04 pm
Posted in Personal Investments

by bjc19 » Mon Jun 27, 2022 5:04 pm » in Personal Investments

0 Replies

6 Views

Last post by bjc19
Mon Jun 27, 2022 5:04 pm
How to calculate pension annuity

Last post by Chardo « Mon Jun 27, 2022 5:04 pm
Posted in Investing - Theory, News & General
Replies: 5
by Mr.BB » Mon Jun 27, 2022 4:03 pm » in Investing - Theory, News & General

5 Replies

214 Views

Last post by Chardo
Mon Jun 27, 2022 5:04 pm
Scaring away mockingbirds

Last post by gavinsiu « Mon Jun 27, 2022 5:03 pm
Posted in Personal Consumer Issues
Replies: 20
by unclescrooge » Mon Jun 27, 2022 4:07 am » in Personal Consumer Issues

20 Replies

1239 Views

Last post by gavinsiu
Mon Jun 27, 2022 5:03 pm
Vanguard IRA roll-in to Vanguard 401k

Last post by Craig2020 « Mon Jun 27, 2022 5:03 pm
Posted in Personal Investments

by Craig2020 » Mon Jun 27, 2022 5:03 pm » in Personal Investments

0 Replies

14 Views

Last post by Craig2020
Mon Jun 27, 2022 5:03 pm
Keep 2001 camry or get new car

Last post by Cautionary Tale « Mon Jun 27, 2022 4:59 pm
Posted in Personal Consumer Issues
Replies: 12
by crazychris » Mon Jun 27, 2022 3:55 pm » in Personal Consumer Issues

12 Replies

503 Views

Last post by Cautionary Tale
Mon Jun 27, 2022 4:59 pm
SPIA (Single Premium Immediate Annuities) vs SWR (Safe Withdrawal Rates) with no motive for legacy

Last post by jhawktx « Mon Jun 27, 2022 4:59 pm
Posted in Personal Finance (Not Investing)
Replies: 33
by YererMeda » Sun Jun 26, 2022 11:07 am » in Personal Finance (Not Investing)

33 Replies

2427 Views

Last post by jhawktx
Mon Jun 27, 2022 4:59 pm
3 Year CD Ladder

Last post by drummer « Mon Jun 27, 2022 4:57 pm
Posted in Personal Investments
Replies: 12
by mbt863 » Mon Jun 27, 2022 8:51 am » in Personal Investments

12 Replies

997 Views

Last post by drummer
Mon Jun 27, 2022 4:57 pm
What foods have you given up this year?

Last post by ccf « Mon Jun 27, 2022 4:56 pm
Posted in Personal Consumer Issues
Replies: 59
by tvubpwcisla » Sun Jun 26, 2022 1:32 pm » in Personal Consumer Issues
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59 Replies

4121 Views

Last post by ccf
Mon Jun 27, 2022 4:56 pm
How to value your home for net worth reporting

Last post by smitcat « Mon Jun 27, 2022 4:56 pm
Posted in Personal Finance (Not Investing)
Replies: 50
by Cara » Thu Jun 23, 2022 1:55 pm » in Personal Finance (Not Investing)
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2
50 Replies

3481 Views

Last post by smitcat
Mon Jun 27, 2022 4:56 pm
Managing honey-do lists and other lists

Last post by gavinsiu « Mon Jun 27, 2022 4:56 pm
Posted in Personal Consumer Issues
Replies: 20
by fyrfyter8 » Mon Jun 27, 2022 1:43 pm » in Personal Consumer Issues

20 Replies

1035 Views

Last post by gavinsiu
Mon Jun 27, 2022 4:56 pm
Albuquerque Balloon Fiesta/Texas/Oklahoma Roadtrip

Last post by mkc « Mon Jun 27, 2022 4:55 pm
Posted in Personal Consumer Issues
Replies: 18
by Watty » Mon Jun 27, 2022 8:27 am » in Personal Consumer Issues

18 Replies

745 Views

Last post by mkc
Mon Jun 27, 2022 4:55 pm
SPACs and their Risks

Last post by billaster « Mon Jun 27, 2022 4:51 pm
Posted in Investing - Theory, News & General
Replies: 20
by Northern Flicker » Fri Dec 10, 2021 4:06 pm » in Investing - Theory, News & General

20 Replies

1963 Views

Last post by billaster
Mon Jun 27, 2022 4:51 pm
Tax loss harvesting and wash sale rule

Last post by Duckie « Mon Jun 27, 2022 4:48 pm
Posted in Personal Investments
Replies: 4
by scalawag73 » Mon Jun 27, 2022 1:08 pm » in Personal Investments

4 Replies

233 Views

Last post by Duckie
Mon Jun 27, 2022 4:48 pm
At least -50% in next 2 years - Michael Burry and David Wright

Last post by smitcat « Mon Jun 27, 2022 4:48 pm
Posted in Non-US Investing
Replies: 91
by Isabela » Thu Jun 23, 2022 10:38 pm » in Non-US Investing
1

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91 Replies

10019 Views

Last post by smitcat
Mon Jun 27, 2022 4:48 pm
How did you feel after giving notice to retire?

Last post by Barkingsparrow « Mon Jun 27, 2022 4:48 pm
Posted in Personal Consumer Issues
Replies: 74
by fsrph » Sat May 16, 2020 12:41 pm » in Personal Consumer Issues
1

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74 Replies

7742 Views

Last post by Barkingsparrow
Mon Jun 27, 2022 4:48 pm
About to close on house - did not notice several dead trees need that will need removal. Any thing i can do?

Last post by minesweep « Mon Jun 27, 2022 4:47 pm
Posted in Personal Finance (Not Investing)
Replies: 94
by burgrat » Sun Jun 26, 2022 4:31 pm » in Personal Finance (Not Investing)
1

2
94 Replies

6424 Views

Last post by minesweep
Mon Jun 27, 2022 4:47 pm
House, revocable trust tax question

Last post by startabatha « Mon Jun 27, 2022 4:46 pm
Posted in Personal Finance (Not Investing)

by startabatha » Mon Jun 27, 2022 4:46 pm » in Personal Finance (Not Investing)

0 Replies

40 Views

Last post by startabatha
Mon Jun 27, 2022 4:46 pm
Least Expensive Ground Clear Weed and Grass Killer

Last post by jebmke « Mon Jun 27, 2022 4:45 pm
Posted in Personal Consumer Issues
Replies: 12
by arf1410 » Mon Jun 27, 2022 3:32 pm » in Personal Consumer Issues

12 Replies

495 Views

Last post by jebmke
Mon Jun 27, 2022 4:45 pm
Purchasing MYGAs (multi year guaranteed annuities) - mega thread

Last post by Stinky « Mon Jun 27, 2022 4:44 pm
Posted in Personal Investments
Replies: 603
by Stinky » Thu Dec 31, 2020 7:46 am » in Personal Investments
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603 Replies

69421 Views

Last post by Stinky
Mon Jun 27, 2022 4:44 pm
Choosing HYSA

Last post by vss317 « Mon Jun 27, 2022 4:40 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by vss317 » Mon Jun 27, 2022 4:02 pm » in Personal Finance (Not Investing)

5 Replies

203 Views

Last post by vss317
Mon Jun 27, 2022 4:40 pm
why aren't bonds in your retirement portfolios factoring in duration?

Last post by bobcat2 « Mon Jun 27, 2022 4:39 pm
Posted in Investing - Theory, News & General
Replies: 15
by tcrez » Thu Jun 23, 2022 12:09 pm » in Investing - Theory, News & General

15 Replies

1830 Views

Last post by bobcat2
Mon Jun 27, 2022 4:39 pm
I-bonds - ready to take the plunge

Last post by Abe « Mon Jun 27, 2022 4:36 pm
Posted in Personal Investments
Replies: 4
by sunset » Mon Jun 27, 2022 2:46 pm » in Personal Investments

4 Replies

609 Views

Last post by Abe
Mon Jun 27, 2022 4:36 pm
Trading Treasuries (nominal and TIPS)

Last post by jeffyscott « Mon Jun 27, 2022 4:35 pm
Posted in Investing - Theory, News & General
Replies: 463
by Kevin M » Tue May 24, 2022 7:50 pm » in Investing - Theory, News & General
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463 Replies

31408 Views

Last post by jeffyscott
Mon Jun 27, 2022 4:35 pm
The Day the 4% Rule Died

Last post by Marseille07 « Mon Jun 27, 2022 4:35 pm
Posted in Investing - Theory, News & General
Replies: 378
by McQ » Mon Jun 13, 2022 4:44 pm » in Investing - Theory, News & General
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378 Replies

33520 Views

Last post by Marseille07
Mon Jun 27, 2022 4:35 pm
iBonds in multiple entities

Last post by calwatch « Mon Jun 27, 2022 4:33 pm
Posted in Investing - Theory, News & General
Replies: 11
by Ralph Furley » Sun Jun 26, 2022 1:55 pm » in Investing - Theory, News & General

11 Replies

938 Views

Last post by calwatch
Mon Jun 27, 2022 4:33 pm
Investment questions and Fee Only Financial Planner Cary or Raleigh NC

Last post by dogagility « Mon Jun 27, 2022 4:32 pm
Posted in Personal Investments
Replies: 3
by savingsforusandkids » Mon Jun 27, 2022 3:38 pm » in Personal Investments

3 Replies

160 Views

Last post by dogagility
Mon Jun 27, 2022 4:32 pm
how would you invest money in fixed income now?

Last post by like2read « Mon Jun 27, 2022 4:31 pm
Posted in Personal Investments
Replies: 27
by luk » Wed Jun 22, 2022 7:33 pm » in Personal Investments

27 Replies

4882 Views

Last post by like2read
Mon Jun 27, 2022 4:31 pm
How high would interest rates have to go before you'd switch your (retirement) AA?

Last post by Beensabu « Mon Jun 27, 2022 4:31 pm
Posted in Investing - Theory, News & General
Replies: 33
by Phyneas » Sat Jun 25, 2022 10:15 pm » in Investing - Theory, News & General

33 Replies

3139 Views

Last post by Beensabu
Mon Jun 27, 2022 4:31 pm
Too good to be true? "Freedom of Movement" (Medicare question)

Last post by cashmoney « Mon Jun 27, 2022 4:30 pm
Posted in Personal Consumer Issues
Replies: 6
by CenTexan » Mon Jun 27, 2022 2:29 pm » in Personal Consumer Issues

6 Replies

512 Views

Last post by cashmoney
Mon Jun 27, 2022 4:30 pm
New Job Offer

Last post by Goal33 « Mon Jun 27, 2022 4:24 pm
Posted in Personal Finance (Not Investing)
Replies: 25
by BV3273 » Fri Jun 24, 2022 10:11 am » in Personal Finance (Not Investing)

25 Replies

2993 Views

Last post by Goal33
Mon Jun 27, 2022 4:24 pm
Fixed income: Brokerage CDs, bonds, or stable value fund?

Last post by calwatch « Mon Jun 27, 2022 4:23 pm
Posted in Investing - Theory, News & General
Replies: 17
by mtmingus » Sun Jun 26, 2022 10:51 am » in Investing - Theory, News & General

17 Replies

1517 Views

Last post by calwatch
Mon Jun 27, 2022 4:23 pm
Capital One is at it again

Last post by anon_investor « Mon Jun 27, 2022 4:22 pm
Posted in Personal Finance (Not Investing)
Replies: 241
by JD2775 » Wed Jun 17, 2020 10:21 pm » in Personal Finance (Not Investing)
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241 Replies

42509 Views

Last post by anon_investor
Mon Jun 27, 2022 4:22 pm
Citibank Savings Account Closed

Last post by harrad « Mon Jun 27, 2022 4:22 pm
Posted in Personal Finance (Not Investing)
Replies: 45
by Bigt3142 » Fri May 06, 2022 3:53 pm » in Personal Finance (Not Investing)

45 Replies

5002 Views

Last post by harrad
Mon Jun 27, 2022 4:22 pm
Can you recommend a good financial account program for Mac?

Last post by MCR « Mon Jun 27, 2022 4:21 pm
Posted in Personal Consumer Issues
Replies: 38
by Fremdon Ferndock » Sat Jun 25, 2022 9:08 am » in Personal Consumer Issues

38 Replies

2619 Views

Last post by MCR
Mon Jun 27, 2022 4:21 pm
Wade Pfau Retirement Planning Handbook - Annuity instead of bonds?

Last post by cvn74n2 « Mon Jun 27, 2022 4:20 pm
Posted in Personal Investments
Replies: 105
by CrazyCatLady » Mon Nov 08, 2021 9:43 am » in Personal Investments
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105 Replies

7992 Views

Last post by cvn74n2
Mon Jun 27, 2022 4:20 pm
Requesting help on figuring out financing for moving to a CCRC

Last post by krafty81 « Mon Jun 27, 2022 4:19 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by cjonblanchard » Sun Jun 26, 2022 1:17 pm » in Personal Finance (Not Investing)

9 Replies

919 Views

Last post by krafty81
Mon Jun 27, 2022 4:19 pm
Portable travel routers

Last post by Waywayafar « Mon Jun 27, 2022 4:05 pm
Posted in Personal Consumer Issues
Replies: 9
by 28fe6 » Sat Jun 11, 2022 11:58 pm » in Personal Consumer Issues

9 Replies

1103 Views

Last post by Waywayafar
Mon Jun 27, 2022 4:05 pm
How to read expected inflation term structure?

Last post by Statistical « Mon Jun 27, 2022 4:05 pm
Posted in Investing - Theory, News & General
Replies: 6
by Kelly » Sun Jun 26, 2022 8:51 am » in Investing - Theory, News & General

6 Replies

457 Views

Last post by Statistical
Mon Jun 27, 2022 4:05 pm
Move to California?

Last post by Caliscotsman « Mon Jun 27, 2022 4:01 pm
Posted in Personal Finance (Not Investing)
Replies: 78
by Bigt3142 » Sun Jun 26, 2022 9:38 am » in Personal Finance (Not Investing)
1

2
78 Replies

6713 Views

Last post by Caliscotsman
Mon Jun 27, 2022 4:01 pm
Do u always ask for and review receipts for credit card purchases?

Last post by 557880yvi « Mon Jun 27, 2022 4:00 pm
Posted in Personal Consumer Issues
Replies: 80
by island » Thu May 26, 2022 3:57 pm » in Personal Consumer Issues
1

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80 Replies

5507 Views

Last post by 557880yvi
Mon Jun 27, 2022 4:00 pm
Where to keep cash reserves / operating acct presently?

Last post by ruralavalon « Mon Jun 27, 2022 3:58 pm
Posted in Personal Investments
Replies: 23
by hoptastic_voyage » Thu Jun 23, 2022 2:29 pm » in Personal Investments

23 Replies

2187 Views

Last post by ruralavalon
Mon Jun 27, 2022 3:58 pm
Should I accept this Mortgage Modification

Last post by cchrissyy « Mon Jun 27, 2022 3:51 pm
Posted in Personal Finance (Not Investing)
Replies: 17
by zagguru » Mon Jun 27, 2022 8:59 am » in Personal Finance (Not Investing)

17 Replies

1240 Views

Last post by cchrissyy
Mon Jun 27, 2022 3:51 pm
Elder Parents and Trusts/Investments

Last post by Lee_WSP « Mon Jun 27, 2022 3:51 pm
Posted in Personal Finance (Not Investing)
Replies: 11
by iZibSolutions » Mon Jun 27, 2022 10:32 am » in Personal Finance (Not Investing)

11 Replies

645 Views

Last post by Lee_WSP
Mon Jun 27, 2022 3:51 pm
Take RMD NOW or wait till end of year?

Last post by manuvns « Mon Jun 27, 2022 3:50 pm
Posted in Personal Investments
Replies: 7
by DV Nayak » Mon Jun 27, 2022 11:40 am » in Personal Investments

7 Replies

706 Views

Last post by manuvns
Mon Jun 27, 2022 3:50 pm
Is there such a thing as a TLH for a roth account

Last post by raizar29 « Mon Jun 27, 2022 3:47 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by hammond » Mon Jun 27, 2022 3:22 pm » in Personal Finance (Not Investing)

3 Replies

229 Views

Last post by raizar29
Mon Jun 27, 2022 3:47 pm
Recommend toaster

Last post by MrBeaver « Mon Jun 27, 2022 3:46 pm
Posted in Personal Consumer Issues
Replies: 45
by montanagirl » Wed Jun 19, 2019 1:24 pm » in Personal Consumer Issues

45 Replies

3678 Views

Last post by MrBeaver
Mon Jun 27, 2022 3:46 pm
Individual muni bond vs vteb etf ?.?

Last post by Mardoc01 « Mon Jun 27, 2022 3:44 pm
Posted in Personal Investments
Replies: 6
by Mardoc01 » Mon Jun 27, 2022 2:49 pm » in Personal Investments

6 Replies

243 Views

Last post by Mardoc01
Mon Jun 27, 2022 3:44 pm
Spending cash vs taking dividends

Last post by dbr « Mon Jun 27, 2022 3:36 pm
Posted in Personal Investments
Replies: 5
by aaaaaa111111 » Mon Jun 27, 2022 2:56 pm » in Personal Investments

5 Replies

334 Views

Last post by dbr
Mon Jun 27, 2022 3:36 pm
strategies for deriving retirement income during bear market?

Last post by dbr « Mon Jun 27, 2022 3:33 pm
Posted in Personal Investments
Replies: 19
by zaj2000 » Sun Jun 26, 2022 4:33 pm » in Personal Investments

19 Replies

1719 Views

Last post by dbr
Mon Jun 27, 2022 3:33 pm

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