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SEP- IRA vs Traditional - can I choose which to use this year?

Last post by boglebill2015 « Fri Jan 27, 2023 11:49 am
Posted in Personal Finance (Not Investing)

by boglebill2015 » Fri Jan 27, 2023 11:49 am » in Personal Finance (Not Investing)

0 Replies

1 Views

Last post by boglebill2015
Fri Jan 27, 2023 11:49 am
How to spend more money - request for help regarding an article

Last post by Minty « Fri Jan 27, 2023 11:49 am
Posted in Personal Finance (Not Investing)
Replies: 52
by Allan Roth » Thu Jan 26, 2023 5:08 pm » in Personal Finance (Not Investing)
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52 Replies

3384 Views

Last post by Minty
Fri Jan 27, 2023 11:49 am
Vanguard doesn’t let you buy fractional shares of ETFs?

Last post by stan1 « Fri Jan 27, 2023 11:48 am
Posted in Personal Investments
Replies: 1
by passive101 » Fri Jan 27, 2023 11:42 am » in Personal Investments

1 Replies

57 Views

Last post by stan1
Fri Jan 27, 2023 11:48 am
2022 Tax Return vs. 2023 Tax Return

Last post by 8301 « Fri Jan 27, 2023 11:48 am
Posted in Personal Finance (Not Investing)
Replies: 26
by bg5 » Fri Jan 27, 2023 9:12 am » in Personal Finance (Not Investing)

26 Replies

1195 Views

Last post by 8301
Fri Jan 27, 2023 11:48 am
The “Bucket Strategy” is ineffective (ERN)

Last post by dbr « Fri Jan 27, 2023 11:47 am
Posted in Investing - Theory, News & General
Replies: 231
by TinyHouse » Wed Jan 25, 2023 10:44 am » in Investing - Theory, News & General
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231 Replies

13309 Views

Last post by dbr
Fri Jan 27, 2023 11:47 am
2023 Toyota Sienna hybrid impressions (for those who have one)

Last post by bgoodrich86 « Fri Jan 27, 2023 11:47 am
Posted in Personal Consumer Issues
Replies: 6
by TarHeel2002 » Thu Jan 26, 2023 6:35 pm » in Personal Consumer Issues

6 Replies

650 Views

Last post by bgoodrich86
Fri Jan 27, 2023 11:47 am
Could this be the beginning of the end

Last post by NiceUnparticularMan « Fri Jan 27, 2023 11:46 am
Posted in Investing - Theory, News & General
Replies: 6
by tradez » Fri Jan 27, 2023 11:25 am » in Investing - Theory, News & General

6 Replies

327 Views

Last post by NiceUnparticularMan
Fri Jan 27, 2023 11:46 am
How much will you get as Costco Citi reward this year?

Last post by ChrisRx « Fri Jan 27, 2023 11:46 am
Posted in Personal Finance (Not Investing)
Replies: 38
by 8301 » Thu Jan 26, 2023 1:16 pm » in Personal Finance (Not Investing)

38 Replies

2578 Views

Last post by ChrisRx
Fri Jan 27, 2023 11:46 am
PSA - LastPass breach!

Last post by rockstar « Fri Jan 27, 2023 11:45 am
Posted in Personal Consumer Issues
Replies: 565
by samsoes » Thu Aug 25, 2022 8:46 pm » in Personal Consumer Issues
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565 Replies

41390 Views

Last post by rockstar
Fri Jan 27, 2023 11:45 am
Technivorm Moccamaster KBTS coffee machine

Last post by sunny_socal « Fri Jan 27, 2023 11:45 am
Posted in Personal Consumer Issues
Replies: 17
by sunny_socal » Thu Jan 26, 2023 4:03 pm » in Personal Consumer Issues

17 Replies

962 Views

Last post by sunny_socal
Fri Jan 27, 2023 11:45 am
Convert IRA to ROTH IRA - Take Tax Hit Now vs Later?

Last post by retiredjg « Fri Jan 27, 2023 11:44 am
Posted in Personal Finance (Not Investing)
Replies: 4
by XtremeSki2001 » Fri Jan 27, 2023 10:38 am » in Personal Finance (Not Investing)

4 Replies

214 Views

Last post by retiredjg
Fri Jan 27, 2023 11:44 am
Transfer in kind from Edward Jones to ?????

Last post by dbr « Fri Jan 27, 2023 11:43 am
Posted in Personal Investments
Replies: 27
by ZOOM678 » Thu Jan 26, 2023 4:44 pm » in Personal Investments

27 Replies

1309 Views

Last post by dbr
Fri Jan 27, 2023 11:43 am
decumulation: brokerage tax rate = 15%/(1-basis)?

Last post by Raspberry-503 « Fri Jan 27, 2023 11:42 am
Posted in Personal Finance (Not Investing)

by Raspberry-503 » Fri Jan 27, 2023 11:42 am » in Personal Finance (Not Investing)

0 Replies

32 Views

Last post by Raspberry-503
Fri Jan 27, 2023 11:42 am
Pay down mortgage or contribute to retirement?

Last post by capran « Fri Jan 27, 2023 11:41 am
Posted in Personal Finance (Not Investing)
Replies: 21
by Quentin__Tarantulino » Thu Jan 26, 2023 4:27 pm » in Personal Finance (Not Investing)

21 Replies

1591 Views

Last post by capran
Fri Jan 27, 2023 11:41 am
Post your Financial Milestone Announcements Here

Last post by ruralavalon « Fri Jan 27, 2023 11:40 am
Posted in US Chapters
Replies: 3038
by VAslim16 » Wed May 17, 2017 6:42 am » in US Chapters
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3038 Replies

401694 Views

Last post by ruralavalon
Fri Jan 27, 2023 11:40 am
[UK/NL/Germany] Accumulating or Distributing ETFs

Last post by vhk56 « Fri Jan 27, 2023 11:40 am
Posted in Non-US Investing
Replies: 14
by vhk56 » Mon Jan 23, 2023 5:48 am » in Non-US Investing

14 Replies

913 Views

Last post by vhk56
Fri Jan 27, 2023 11:40 am
Looking for Guidance: Overview of Investments

Last post by ruralavalon « Fri Jan 27, 2023 11:38 am
Posted in Personal Investments
Replies: 11
by SirKillz » Wed Jan 25, 2023 8:47 pm » in Personal Investments

11 Replies

622 Views

Last post by ruralavalon
Fri Jan 27, 2023 11:38 am
Thinking about getting a Hot Tub / Spa

Last post by sunny_socal « Fri Jan 27, 2023 11:38 am
Posted in Personal Consumer Issues
Replies: 57
by sunny_socal » Sun May 08, 2022 8:38 pm » in Personal Consumer Issues
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57 Replies

4703 Views

Last post by sunny_socal
Fri Jan 27, 2023 11:38 am
TBill Yields - What's the actual yield?

Last post by ConstantChrysalis « Fri Jan 27, 2023 11:37 am
Posted in Personal Investments
Replies: 9
by LookinAround » Wed Jan 25, 2023 12:50 pm » in Personal Investments

9 Replies

1260 Views

Last post by ConstantChrysalis
Fri Jan 27, 2023 11:37 am
How much house can we afford (unusual situation)

Last post by Watty « Fri Jan 27, 2023 11:37 am
Posted in Personal Finance (Not Investing)
Replies: 5
by Regressor » Fri Jan 27, 2023 2:49 am » in Personal Finance (Not Investing)

5 Replies

728 Views

Last post by Watty
Fri Jan 27, 2023 11:37 am
Foreign Tax Paid and VTIAX (Total International Stock Index)

Last post by PhinanceMD « Fri Jan 27, 2023 11:37 am
Posted in Personal Finance (Not Investing)
Replies: 7
by PhinanceMD » Fri Jan 27, 2023 9:26 am » in Personal Finance (Not Investing)

7 Replies

309 Views

Last post by PhinanceMD
Fri Jan 27, 2023 11:37 am
529 Plan Options - NJ or NY?

Last post by Mr.Wu « Fri Jan 27, 2023 11:34 am
Posted in Personal Investments
Replies: 25
by JBax » Sat Jan 01, 2022 4:32 am » in Personal Investments

25 Replies

4091 Views

Last post by Mr.Wu
Fri Jan 27, 2023 11:34 am
Latest WealthTrack Episode - former fed official says own TIPS!

Last post by NiceUnparticularMan « Fri Jan 27, 2023 11:32 am
Posted in Personal Investments
Replies: 13
by DesertInvestor » Thu Jan 26, 2023 5:44 pm » in Personal Investments

13 Replies

1067 Views

Last post by NiceUnparticularMan
Fri Jan 27, 2023 11:32 am
HEDGEFUNDIE's excellent adventure Part II: The next journey

Last post by lawyeredCLO « Fri Jan 27, 2023 11:31 am
Posted in Investing - Theory, News & General
Replies: 13787
by HEDGEFUNDIE » Sun Aug 11, 2019 9:41 pm » in Investing - Theory, News & General
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13787 Replies

1661396 Views

Last post by lawyeredCLO
Fri Jan 27, 2023 11:31 am
South Florida Local Chapter

Last post by LadyGeek « Fri Jan 27, 2023 11:31 am
Posted in US Chapters
Replies: 587
by niteowls » Thu Dec 09, 2010 11:38 am » in US Chapters
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587 Replies

161233 Views

Last post by LadyGeek
Fri Jan 27, 2023 11:31 am
International Stocks return will be superior to US

Last post by Nathan Drake « Fri Jan 27, 2023 11:30 am
Posted in Investing - Theory, News & General
Replies: 98
by erishera » Wed Jan 25, 2023 11:55 am » in Investing - Theory, News & General
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98 Replies

7492 Views

Last post by Nathan Drake
Fri Jan 27, 2023 11:30 am
Age and probability of needing long term care?

Last post by TN_Boy « Fri Jan 27, 2023 11:30 am
Posted in Personal Finance (Not Investing)
Replies: 76
by Fremdon Ferndock » Fri Jan 20, 2023 10:05 am » in Personal Finance (Not Investing)
1

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76 Replies

5382 Views

Last post by TN_Boy
Fri Jan 27, 2023 11:30 am
moving to simple portfolio

Last post by wetgear « Fri Jan 27, 2023 11:30 am
Posted in Personal Investments
Replies: 1
by oldfarts » Fri Jan 27, 2023 11:18 am » in Personal Investments

1 Replies

79 Views

Last post by wetgear
Fri Jan 27, 2023 11:30 am
1098-T box 1

Last post by Harry Livermore « Fri Jan 27, 2023 11:29 am
Posted in Personal Finance (Not Investing)
Replies: 8
by A440 » Thu Jan 26, 2023 7:02 pm » in Personal Finance (Not Investing)

8 Replies

465 Views

Last post by Harry Livermore
Fri Jan 27, 2023 11:29 am
Claiming EV tax credit for a family member

Last post by mervinj7 « Fri Jan 27, 2023 11:29 am
Posted in Personal Finance (Not Investing)
Replies: 8
by Theseus » Fri Jan 27, 2023 7:17 am » in Personal Finance (Not Investing)

8 Replies

428 Views

Last post by mervinj7
Fri Jan 27, 2023 11:29 am
What Book Are You Currently Reading? Part VI

Last post by ekid « Fri Jan 27, 2023 11:28 am
Posted in Personal Consumer Issues
Replies: 6447
by Alex Frakt » Mon Sep 22, 2014 11:14 am » in Personal Consumer Issues
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6447 Replies

1490703 Views

Last post by ekid
Fri Jan 27, 2023 11:28 am
What’s Your 2023 Budget?

Last post by homebuyer6426 « Fri Jan 27, 2023 11:27 am
Posted in Personal Finance (Not Investing)
Replies: 160
by TinyHouse » Mon Jan 16, 2023 1:01 am » in Personal Finance (Not Investing)
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160 Replies

15577 Views

Last post by homebuyer6426
Fri Jan 27, 2023 11:27 am
Portfolio Watch

Last post by nisiprius « Fri Jan 27, 2023 11:25 am
Posted in Personal Investments
Replies: 14
by JD101 » Tue Jan 24, 2023 10:48 am » in Personal Investments

14 Replies

1033 Views

Last post by nisiprius
Fri Jan 27, 2023 11:25 am
Marcus $100 bonus

Last post by atdharris « Fri Jan 27, 2023 11:24 am
Posted in Personal Finance (Not Investing)
Replies: 228
by intendi » Fri Jan 15, 2021 12:03 pm » in Personal Finance (Not Investing)
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228 Replies

24812 Views

Last post by atdharris
Fri Jan 27, 2023 11:24 am
Mediocre performance review - what next

Last post by SmileyFace « Fri Jan 27, 2023 11:24 am
Posted in Personal Consumer Issues
Replies: 51
by black cat fortunate » Thu Jan 26, 2023 8:48 am » in Personal Consumer Issues
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51 Replies

3476 Views

Last post by SmileyFace
Fri Jan 27, 2023 11:24 am
Backdoor Roth at vanguard requires W4 form. Am I doing this right?

Last post by tashnewbie « Fri Jan 27, 2023 11:24 am
Posted in Personal Investments
Replies: 7
by rm » Thu Jan 26, 2023 12:50 am » in Personal Investments

7 Replies

686 Views

Last post by tashnewbie
Fri Jan 27, 2023 11:24 am
Is bond duration-matching uncontested for retirement?

Last post by NiceUnparticularMan « Fri Jan 27, 2023 11:22 am
Posted in Investing - Theory, News & General
Replies: 15
by Poe22 » Fri Jan 27, 2023 5:35 am » in Investing - Theory, News & General

15 Replies

776 Views

Last post by NiceUnparticularMan
Fri Jan 27, 2023 11:22 am
H&R Block 2022 software offer

Last post by ncbill « Fri Jan 27, 2023 11:19 am
Posted in Personal Finance (Not Investing)
Replies: 273
by hudson » Wed Oct 19, 2022 5:31 am » in Personal Finance (Not Investing)
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273 Replies

26083 Views

Last post by ncbill
Fri Jan 27, 2023 11:19 am
Advice on setting up a 3- or 4-fund portfolio for a youngerish couple

Last post by tashnewbie « Fri Jan 27, 2023 11:19 am
Posted in Personal Investments
Replies: 10
by benevo » Mon Jan 23, 2023 8:30 pm » in Personal Investments

10 Replies

1432 Views

Last post by tashnewbie
Fri Jan 27, 2023 11:19 am
My private bank has a lot of funds

Last post by tradez « Fri Jan 27, 2023 11:18 am
Posted in Non-US Investing
Replies: 83
by tradez » Wed Jan 18, 2023 6:52 pm » in Non-US Investing
1

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83 Replies

5023 Views

Last post by tradez
Fri Jan 27, 2023 11:18 am
Excel Spreadsheet for Mortgage Payments Interest Compounded Daily

Last post by Hyperchicken « Fri Jan 27, 2023 11:18 am
Posted in Personal Finance (Not Investing)
Replies: 19
by choral54 » Wed Nov 17, 2021 10:30 pm » in Personal Finance (Not Investing)

19 Replies

1503 Views

Last post by Hyperchicken
Fri Jan 27, 2023 11:18 am
Portfolio review and plan

Last post by novelbogle « Fri Jan 27, 2023 11:17 am
Posted in Personal Investments
Replies: 1
by Woodywood » Fri Jan 27, 2023 10:10 am » in Personal Investments

1 Replies

131 Views

Last post by novelbogle
Fri Jan 27, 2023 11:17 am
BND Bears

Last post by PersonalFinanceJam « Fri Jan 27, 2023 11:17 am
Posted in Personal Investments
Replies: 12
by Olemiss540 » Fri Jan 27, 2023 8:07 am » in Personal Investments

12 Replies

709 Views

Last post by PersonalFinanceJam
Fri Jan 27, 2023 11:17 am
Secure 2.0 Catch-up contributions

Last post by Darth Xanadu « Fri Jan 27, 2023 11:13 am
Posted in Personal Investments
Replies: 13
by student » Thu Dec 29, 2022 7:37 pm » in Personal Investments

13 Replies

1740 Views

Last post by Darth Xanadu
Fri Jan 27, 2023 11:13 am
What's Your Credit Card Rewards Strategy?

Last post by GuySmiley « Fri Jan 27, 2023 11:10 am
Posted in Personal Finance (Not Investing)
Replies: 6167
by guitarguy » Wed May 25, 2016 10:15 am » in Personal Finance (Not Investing)
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6167 Replies

1171518 Views

Last post by GuySmiley
Fri Jan 27, 2023 11:10 am
Vanguard Agency Bonds

Last post by John B Good « Fri Jan 27, 2023 11:09 am
Posted in Personal Investments
Replies: 8
by John B Good » Tue Jan 10, 2023 1:08 pm » in Personal Investments

8 Replies

797 Views

Last post by John B Good
Fri Jan 27, 2023 11:09 am
Investment Help! Working on Getting Educated

Last post by tashnewbie « Fri Jan 27, 2023 11:09 am
Posted in Personal Investments
Replies: 46
by BuckeyeAaron » Tue Jan 24, 2023 8:07 am » in Personal Investments

46 Replies

2694 Views

Last post by tashnewbie
Fri Jan 27, 2023 11:09 am
Do I need to create a trust?

Last post by quantAndHold « Fri Jan 27, 2023 11:08 am
Posted in Personal Finance (Not Investing)
Replies: 37
by Indianrock » Thu Jan 26, 2023 11:21 am » in Personal Finance (Not Investing)

37 Replies

1950 Views

Last post by quantAndHold
Fri Jan 27, 2023 11:08 am
Rescuing a whole life policy with a large loan

Last post by Valuethinker « Fri Jan 27, 2023 11:08 am
Posted in Personal Finance (Not Investing)
Replies: 32
by wergild » Mon Jan 23, 2023 7:16 pm » in Personal Finance (Not Investing)

32 Replies

1882 Views

Last post by Valuethinker
Fri Jan 27, 2023 11:08 am
washing machine replacemnt

Last post by adestefan « Fri Jan 27, 2023 11:05 am
Posted in Personal Consumer Issues
Replies: 52
by jpohio » Sat Aug 13, 2022 7:34 am » in Personal Consumer Issues
1

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52 Replies

3974 Views

Last post by adestefan
Fri Jan 27, 2023 11:05 am

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