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Portfolio check and 3 questions - tax efficiency when rebalancing, iBonds, Roth conversion

Last post by retiredjg « Thu Aug 11, 2022 4:46 pm
Posted in Personal Investments
Replies: 44
by Aguilar » Sun Jun 26, 2022 10:50 am » in Personal Investments

44 Replies

2864 Views

Last post by retiredjg
Thu Aug 11, 2022 4:46 pm
Can I Retire?

Last post by Watty « Thu Aug 11, 2022 4:46 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by 2mwasmytarget » Thu Aug 11, 2022 3:14 pm » in Personal Finance (Not Investing)

1 Replies

288 Views

Last post by Watty
Thu Aug 11, 2022 4:46 pm
Proceeds from home sale: wire or cashier's check?

Last post by 123 « Thu Aug 11, 2022 4:46 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by tuningfork » Thu Aug 11, 2022 3:54 pm » in Personal Finance (Not Investing)

7 Replies

244 Views

Last post by 123
Thu Aug 11, 2022 4:46 pm
Any BHs retire in France? 401k, IRA withdraw Pension and SS tax issues.

Last post by WhiteMaxima « Thu Aug 11, 2022 4:45 pm
Posted in Personal Finance (Not Investing)
Replies: 44
by WhiteMaxima » Sun Aug 07, 2022 12:58 pm » in Personal Finance (Not Investing)

44 Replies

3558 Views

Last post by WhiteMaxima
Thu Aug 11, 2022 4:45 pm
Box Spreads as Loans - Interactive Brokers IBKR - 2021

Last post by LazyOverthinker « Thu Aug 11, 2022 4:44 pm
Posted in Investing - Theory, News & General
Replies: 1108
by kellykline » Tue Mar 30, 2021 4:42 pm » in Investing - Theory, News & General
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1108 Replies

121812 Views

Last post by LazyOverthinker
Thu Aug 11, 2022 4:44 pm
Why is stock market return so consistent over time?

Last post by DaufuskieNate « Thu Aug 11, 2022 4:44 pm
Posted in Investing - Theory, News & General
Replies: 31
by mffl » Wed Aug 10, 2022 11:57 pm » in Investing - Theory, News & General

31 Replies

2363 Views

Last post by DaufuskieNate
Thu Aug 11, 2022 4:44 pm
Tax Experts: Tax Reporting of Home Sale By Couple Who File MFS

Last post by jebmke « Thu Aug 11, 2022 4:44 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by JazzTime » Thu Aug 11, 2022 4:39 pm » in Personal Finance (Not Investing)

1 Replies

40 Views

Last post by jebmke
Thu Aug 11, 2022 4:44 pm
Donating appreciated assets record keeping

Last post by rkhusky « Thu Aug 11, 2022 4:44 pm
Posted in Investing - Theory, News & General
Replies: 6
by Dennisl » Wed Aug 10, 2022 10:45 pm » in Investing - Theory, News & General

6 Replies

366 Views

Last post by rkhusky
Thu Aug 11, 2022 4:44 pm
Too nervous about giving up my passwords to use Personal Capital

Last post by squirrel1963 « Thu Aug 11, 2022 4:43 pm
Posted in Personal Investments
Replies: 116
by Bammerman » Tue Aug 09, 2022 2:25 pm » in Personal Investments
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116 Replies

6146 Views

Last post by squirrel1963
Thu Aug 11, 2022 4:43 pm
AC Condenser Fan Motor Replacement Cost

Last post by andypanda « Thu Aug 11, 2022 4:43 pm
Posted in Personal Consumer Issues
Replies: 66
by chuckwalla » Wed Jul 13, 2022 3:59 pm » in Personal Consumer Issues
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66 Replies

4688 Views

Last post by andypanda
Thu Aug 11, 2022 4:43 pm
Seeking comment on proposed revisions to Marginal Tax Rate and Traditional v. Roth wiki articles

Last post by fyre4ce « Thu Aug 11, 2022 4:42 pm
Posted in Personal Finance (Not Investing)
Replies: 490
by fyre4ce » Fri May 17, 2019 6:49 pm » in Personal Finance (Not Investing)
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490 Replies

28740 Views

Last post by fyre4ce
Thu Aug 11, 2022 4:42 pm
Source for salary information

Last post by punkinhead « Thu Aug 11, 2022 4:41 pm
Posted in Personal Finance (Not Investing)
Replies: 34
by punkinhead » Thu Aug 11, 2022 12:58 pm » in Personal Finance (Not Investing)

34 Replies

1332 Views

Last post by punkinhead
Thu Aug 11, 2022 4:41 pm
I Bonds Mega Thread (I Bond Heads Rejoice!)

Last post by Samosa22 « Thu Aug 11, 2022 4:41 pm
Posted in Investing - Theory, News & General
Replies: 3407
by tomsense76 » Tue Apr 13, 2021 10:39 pm » in Investing - Theory, News & General
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3407 Replies

367759 Views

Last post by Samosa22
Thu Aug 11, 2022 4:41 pm
A simple plan for a simple lady

Last post by squirrel1963 « Thu Aug 11, 2022 4:40 pm
Posted in Personal Investments
Replies: 30
by duckjerkyforkissy » Wed Aug 10, 2022 1:17 pm » in Personal Investments

30 Replies

3017 Views

Last post by squirrel1963
Thu Aug 11, 2022 4:40 pm
Paper Savings Bonds - banks no longer required to redeem

Last post by investor4life « Thu Aug 11, 2022 4:40 pm
Posted in Investing - Theory, News & General
Replies: 10
by JoMoney » Thu Apr 28, 2022 6:43 am » in Investing - Theory, News & General

10 Replies

1719 Views

Last post by investor4life
Thu Aug 11, 2022 4:40 pm
IRMAA Question

Last post by FactualFran « Thu Aug 11, 2022 4:37 pm
Posted in Personal Investments
Replies: 16
by cloneman33 » Sat Aug 06, 2022 9:47 am » in Personal Investments

16 Replies

1628 Views

Last post by FactualFran
Thu Aug 11, 2022 4:37 pm
How To *Prepare* for Transferring to Vanguard Brokerage Account?

Last post by rkhusky « Thu Aug 11, 2022 4:37 pm
Posted in Personal Investments
Replies: 14
by MrCheapo » Wed Aug 10, 2022 7:23 pm » in Personal Investments

14 Replies

1097 Views

Last post by rkhusky
Thu Aug 11, 2022 4:37 pm
4 days in NY

Last post by winterfan « Thu Aug 11, 2022 4:36 pm
Posted in Personal Consumer Issues
Replies: 35
by av111 » Wed Aug 10, 2022 7:45 pm » in Personal Consumer Issues

35 Replies

1436 Views

Last post by winterfan
Thu Aug 11, 2022 4:36 pm
Do you use a password manager?

Last post by Kingghoti « Thu Aug 11, 2022 4:35 pm
Posted in Personal Finance (Not Investing)
Replies: 236
by meadowrue » Tue Jul 19, 2022 2:10 pm » in Personal Finance (Not Investing)
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236 Replies

15014 Views

Last post by Kingghoti
Thu Aug 11, 2022 4:35 pm
Rick Ferri view on Moneymarket

Last post by NoRoboGuy « Thu Aug 11, 2022 4:34 pm
Posted in Investing - Theory, News & General
Replies: 23
by Neus » Tue Aug 09, 2022 10:23 pm » in Investing - Theory, News & General

23 Replies

2983 Views

Last post by NoRoboGuy
Thu Aug 11, 2022 4:34 pm
Overall savings between Gas, Hybrid and EV vehicles

Last post by just frank « Thu Aug 11, 2022 4:29 pm
Posted in Personal Consumer Issues
Replies: 750
by Nvielbig » Fri Jul 29, 2022 9:24 am » in Personal Consumer Issues
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750 Replies

34268 Views

Last post by just frank
Thu Aug 11, 2022 4:29 pm
How to pay college tuition from a 529?

Last post by bandoba « Thu Aug 11, 2022 4:29 pm
Posted in Personal Finance (Not Investing)
Replies: 63
by OldSport » Fri Dec 29, 2017 6:50 pm » in Personal Finance (Not Investing)
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63 Replies

7591 Views

Last post by bandoba
Thu Aug 11, 2022 4:29 pm
Vanguard Federal MM vs Ally Savings

Last post by exodusNH « Thu Aug 11, 2022 4:26 pm
Posted in Personal Investments
Replies: 70
by Phinance » Thu Aug 04, 2022 5:23 pm » in Personal Investments
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70 Replies

8357 Views

Last post by exodusNH
Thu Aug 11, 2022 4:26 pm
Best watch for $5,000+

Last post by tc101 « Thu Aug 11, 2022 4:26 pm
Posted in Personal Consumer Issues
Replies: 142
by LadyGeek » Mon Jun 01, 2020 12:00 pm » in Personal Consumer Issues
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142 Replies

14988 Views

Last post by tc101
Thu Aug 11, 2022 4:26 pm
What frugal thing did you do today?

Last post by mary1492 « Thu Aug 11, 2022 4:22 pm
Posted in Personal Consumer Issues
Replies: 2167
by Nectarineman » Sun Dec 24, 2017 12:05 pm » in Personal Consumer Issues
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2167 Replies

262104 Views

Last post by mary1492
Thu Aug 11, 2022 4:22 pm
Boglehead Beer

Last post by LadyGeek « Thu Aug 11, 2022 4:21 pm
Posted in Personal Consumer Issues
Replies: 1036
by Thetightfist » Wed Feb 09, 2011 7:33 pm » in Personal Consumer Issues
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1036 Replies

188116 Views

Last post by LadyGeek
Thu Aug 11, 2022 4:21 pm
Learning to ride a horse - at 55

Last post by vveat « Thu Aug 11, 2022 4:20 pm
Posted in Personal Consumer Issues
Replies: 7
by Theseus » Thu Aug 11, 2022 2:02 pm » in Personal Consumer Issues

7 Replies

476 Views

Last post by vveat
Thu Aug 11, 2022 4:20 pm
How often do you upgrade your Smartphone?

Last post by Elsebet « Thu Aug 11, 2022 4:20 pm
Posted in Personal Consumer Issues
Replies: 40
by snackdog » Thu Aug 11, 2022 10:20 am » in Personal Consumer Issues

40 Replies

1456 Views

Last post by Elsebet
Thu Aug 11, 2022 4:20 pm
Leave 401k at previous company?

Last post by beth65 « Thu Aug 11, 2022 4:15 pm
Posted in Personal Investments
Replies: 9
by beth65 » Thu Aug 11, 2022 12:57 pm » in Personal Investments

9 Replies

483 Views

Last post by beth65
Thu Aug 11, 2022 4:15 pm
Recommendations for driving the California Highway 1

Last post by Scrooge McDuck « Thu Aug 11, 2022 4:15 pm
Posted in Personal Consumer Issues
Replies: 17
by flyingaway » Thu Aug 11, 2022 9:08 am » in Personal Consumer Issues

17 Replies

809 Views

Last post by Scrooge McDuck
Thu Aug 11, 2022 4:15 pm
Passport renewal time - what’s the current time frame?

Last post by LadyGeek « Thu Aug 11, 2022 4:13 pm
Posted in Personal Consumer Issues
Replies: 131
by Planner01 » Tue Jul 13, 2021 12:55 pm » in Personal Consumer Issues
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131 Replies

15068 Views

Last post by LadyGeek
Thu Aug 11, 2022 4:13 pm
Kotlikoff - Upside investing strategy

Last post by nisiprius « Thu Aug 11, 2022 4:08 pm
Posted in Investing - Theory, News & General
Replies: 61
by Fremdon Ferndock » Fri Aug 05, 2022 6:00 pm » in Investing - Theory, News & General
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61 Replies

5281 Views

Last post by nisiprius
Thu Aug 11, 2022 4:08 pm
Re-Balancing Question

Last post by Tamalak « Thu Aug 11, 2022 4:08 pm
Posted in Personal Investments
Replies: 11
by randomwalk12 » Wed Aug 10, 2022 7:02 pm » in Personal Investments

11 Replies

727 Views

Last post by Tamalak
Thu Aug 11, 2022 4:08 pm
Hobbies for Boglehead Types?

Last post by user9532 « Thu Aug 11, 2022 4:07 pm
Posted in Personal Consumer Issues
Replies: 206
by March2009 » Sun Feb 27, 2022 6:19 pm » in Personal Consumer Issues
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206 Replies

14445 Views

Last post by user9532
Thu Aug 11, 2022 4:07 pm
Upgrade to iPhone 14?

Last post by olefoodie « Thu Aug 11, 2022 4:05 pm
Posted in Personal Consumer Issues
Replies: 25
by Atwater28 » Tue Aug 09, 2022 12:10 pm » in Personal Consumer Issues

25 Replies

2252 Views

Last post by olefoodie
Thu Aug 11, 2022 4:05 pm
Things to do in Nashville

Last post by WingsFan4Life « Thu Aug 11, 2022 4:04 pm
Posted in Personal Consumer Issues
Replies: 29
by h82goslw » Mon Aug 08, 2022 4:26 pm » in Personal Consumer Issues

29 Replies

1788 Views

Last post by WingsFan4Life
Thu Aug 11, 2022 4:04 pm
Financially Independent considering Retiring Early

Last post by oncorhynchus « Thu Aug 11, 2022 4:03 pm
Posted in Personal Finance (Not Investing)
Replies: 27
by Emptykeg » Wed Aug 10, 2022 5:47 pm » in Personal Finance (Not Investing)

27 Replies

3154 Views

Last post by oncorhynchus
Thu Aug 11, 2022 4:03 pm
Your Fixed Income Mixture of Bond Funds During Retirement?

Last post by loukycpa « Thu Aug 11, 2022 4:02 pm
Posted in Investing - Theory, News & General
Replies: 15
by iim7V7IM7 » Wed Aug 10, 2022 3:46 pm » in Investing - Theory, News & General

15 Replies

1261 Views

Last post by loukycpa
Thu Aug 11, 2022 4:02 pm
Detached garages - why do they need to match the house?

Last post by LittleMaggieMae « Thu Aug 11, 2022 4:01 pm
Posted in Personal Consumer Issues
Replies: 6
by YererMeda » Thu Aug 11, 2022 3:08 pm » in Personal Consumer Issues

6 Replies

363 Views

Last post by LittleMaggieMae
Thu Aug 11, 2022 4:01 pm
TIAA IRA question

Last post by cas « Thu Aug 11, 2022 4:00 pm
Posted in Personal Investments
Replies: 5
by relativeratio » Thu Aug 11, 2022 5:59 am » in Personal Investments

5 Replies

369 Views

Last post by cas
Thu Aug 11, 2022 4:00 pm
IRS eauth ID.me

Last post by olefoodie « Thu Aug 11, 2022 3:56 pm
Posted in Personal Finance (Not Investing)
Replies: 11
by tunafish » Tue Aug 09, 2022 10:15 am » in Personal Finance (Not Investing)

11 Replies

1224 Views

Last post by olefoodie
Thu Aug 11, 2022 3:56 pm
Aggressive during bear mkt, conservative during bull mkt

Last post by carminered2019 « Thu Aug 11, 2022 3:56 pm
Posted in Investing - Theory, News & General
Replies: 67
by nycmalu1292 » Mon Aug 01, 2022 6:17 pm » in Investing - Theory, News & General
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67 Replies

6749 Views

Last post by carminered2019
Thu Aug 11, 2022 3:56 pm
Back of the envelope calculation on how the retirement portfolio is doing

Last post by 22twain « Thu Aug 11, 2022 3:53 pm
Posted in Personal Investments
Replies: 16
by gavinsiu » Thu Aug 11, 2022 12:13 pm » in Personal Investments

16 Replies

917 Views

Last post by 22twain
Thu Aug 11, 2022 3:53 pm
Yubikey only at Vanguard now possible.

Last post by iamlindoro « Thu Aug 11, 2022 3:48 pm
Posted in Personal Consumer Issues
Replies: 532
by pragmatist » Thu May 27, 2021 6:38 am » in Personal Consumer Issues
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532 Replies

51789 Views

Last post by iamlindoro
Thu Aug 11, 2022 3:48 pm
Series I Bonds: Fixed Rate Movement with Rising Fed Funds Rate

Last post by dbr « Thu Aug 11, 2022 3:43 pm
Posted in Personal Investments
Replies: 2
by Kookaburra » Thu Aug 11, 2022 11:51 am » in Personal Investments

2 Replies

535 Views

Last post by dbr
Thu Aug 11, 2022 3:43 pm
[Retired couple] Thinking about moving to Madison, WI or Minneapolis, MN

Last post by LawEgr1 « Thu Aug 11, 2022 3:40 pm
Posted in Personal Consumer Issues
Replies: 37
by Hebell » Mon Aug 08, 2022 6:31 pm » in Personal Consumer Issues

37 Replies

3028 Views

Last post by LawEgr1
Thu Aug 11, 2022 3:40 pm
How to Invest $500K Emergency/Slush/College/Opportunity Fund?

Last post by lws « Thu Aug 11, 2022 3:37 pm
Posted in Personal Investments
Replies: 34
by MrCheapo » Wed Aug 10, 2022 11:01 am » in Personal Investments

34 Replies

2254 Views

Last post by lws
Thu Aug 11, 2022 3:37 pm
Social Security Claiming Strategy - Best Calculator?

Last post by FrugalInvestor « Thu Aug 11, 2022 3:28 pm
Posted in Personal Finance (Not Investing)
Replies: 43
by FrugalInvestor » Thu Aug 06, 2020 7:10 pm » in Personal Finance (Not Investing)

43 Replies

4479 Views

Last post by FrugalInvestor
Thu Aug 11, 2022 3:28 pm
SSA erroneously claims “You have earnings not covered by social security”

Last post by Nutmeg « Thu Aug 11, 2022 3:25 pm
Posted in Personal Finance (Not Investing)
Replies: 12
by Nutmeg » Thu Aug 11, 2022 1:24 pm » in Personal Finance (Not Investing)

12 Replies

688 Views

Last post by Nutmeg
Thu Aug 11, 2022 3:25 pm
First Republic line of credit - 100k @ 2.25%, any concerns?

Last post by CletusCaddy « Thu Aug 11, 2022 3:23 pm
Posted in Personal Finance (Not Investing)
Replies: 101
by cogito » Thu Mar 04, 2021 7:48 pm » in Personal Finance (Not Investing)
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101 Replies

15676 Views

Last post by CletusCaddy
Thu Aug 11, 2022 3:23 pm

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