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Working on MA trust

Last post by bsteiner « Mon Dec 04, 2023 2:14 pm
Posted in Personal Finance (Not Investing)
Replies: 24
by DrDoug » Fri Nov 24, 2023 3:20 pm » in Personal Finance (Not Investing)

24 Replies

1252 Views

Last post by bsteiner
Mon Dec 04, 2023 2:14 pm
Taking RMD as Part of IRA Rollover

Last post by Leesbro63 « Mon Dec 04, 2023 2:14 pm
Posted in Personal Finance (Not Investing)

by Leesbro63 » Mon Dec 04, 2023 2:14 pm » in Personal Finance (Not Investing)

0 Replies

7 Views

Last post by Leesbro63
Mon Dec 04, 2023 2:14 pm
T5 engineering school or in-state T35 with full-ride?

Last post by vrr106 « Mon Dec 04, 2023 2:12 pm
Posted in Personal Consumer Issues
Replies: 188
by acegolfer » Fri Dec 01, 2023 5:53 am » in Personal Consumer Issues
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188 Replies

9464 Views

Last post by vrr106
Mon Dec 04, 2023 2:12 pm
Uninterested Spouse

Last post by AnnetteLouisan « Mon Dec 04, 2023 2:12 pm
Posted in Personal Investments
Replies: 113
by Mr. Potter » Sat Dec 02, 2023 8:00 pm » in Personal Investments
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113 Replies

10033 Views

Last post by AnnetteLouisan
Mon Dec 04, 2023 2:12 pm
Private equity being prioritized by ultra wealthy, but is that the right allocation for a couple w a net worth of 1.5m?

Last post by hudson « Mon Dec 04, 2023 2:12 pm
Posted in Personal Investments
Replies: 35
by firefam » Thu Nov 30, 2023 9:33 pm » in Personal Investments

35 Replies

4344 Views

Last post by hudson
Mon Dec 04, 2023 2:12 pm
Anxious for retirement

Last post by Silverado « Mon Dec 04, 2023 2:11 pm
Posted in Personal Finance (Not Investing)
Replies: 49
by 2BRetiredsn » Sun Dec 03, 2023 12:15 pm » in Personal Finance (Not Investing)

49 Replies

3507 Views

Last post by Silverado
Mon Dec 04, 2023 2:11 pm
MS Defender vs Bitdefender

Last post by Colorado Guy « Mon Dec 04, 2023 2:11 pm
Posted in Personal Consumer Issues
Replies: 13
by Colorado Guy » Sun Dec 03, 2023 9:39 am » in Personal Consumer Issues

13 Replies

1042 Views

Last post by Colorado Guy
Mon Dec 04, 2023 2:11 pm
Can you give stock to younger kid who has no income to save taxes

Last post by Patrick584 « Mon Dec 04, 2023 2:10 pm
Posted in Personal Finance (Not Investing)
Replies: 31
by rm » Sun Dec 03, 2023 4:43 pm » in Personal Finance (Not Investing)

31 Replies

2570 Views

Last post by Patrick584
Mon Dec 04, 2023 2:10 pm
Couple buying 1 business class seat and 1 economy seat

Last post by CuriousJoe « Mon Dec 04, 2023 2:10 pm
Posted in Personal Consumer Issues

by CuriousJoe » Mon Dec 04, 2023 2:10 pm » in Personal Consumer Issues

0 Replies

34 Views

Last post by CuriousJoe
Mon Dec 04, 2023 2:10 pm
Converting small bedroom into master bath?

Last post by WhyNotUs « Mon Dec 04, 2023 2:09 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by A440 » Mon Dec 04, 2023 7:13 am » in Personal Finance (Not Investing)

10 Replies

621 Views

Last post by WhyNotUs
Mon Dec 04, 2023 2:09 pm
Massive tax bill, is it worth it to keep working?

Last post by coffeeblack « Mon Dec 04, 2023 2:09 pm
Posted in Personal Finance (Not Investing)
Replies: 33
by Archimedes » Sun Dec 03, 2023 8:13 pm » in Personal Finance (Not Investing)

33 Replies

3729 Views

Last post by coffeeblack
Mon Dec 04, 2023 2:09 pm
I Bonds Mega Thread (I Bond Heads Rejoice!)

Last post by Lyrrad « Mon Dec 04, 2023 2:09 pm
Posted in Investing - Theory, News & General
Replies: 6132
by tomsense76 » Tue Apr 13, 2021 10:39 pm » in Investing - Theory, News & General
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6132 Replies

808666 Views

Last post by Lyrrad
Mon Dec 04, 2023 2:09 pm
Odd Truck Issue

Last post by Onlineid3089 « Mon Dec 04, 2023 2:08 pm
Posted in Personal Consumer Issues
Replies: 18
by LotsaGray » Sun Dec 03, 2023 10:19 pm » in Personal Consumer Issues

18 Replies

1196 Views

Last post by Onlineid3089
Mon Dec 04, 2023 2:08 pm
Overfunded HSA and missed withdrawal deadline

Last post by BostonBorg « Mon Dec 04, 2023 2:08 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by BostonBorg » Mon Dec 04, 2023 11:47 am » in Personal Finance (Not Investing)

2 Replies

144 Views

Last post by BostonBorg
Mon Dec 04, 2023 2:08 pm
Keep $ in former employer's Fidelity 401k plan or move to IRA?

Last post by GAAP « Mon Dec 04, 2023 2:08 pm
Posted in Personal Investments
Replies: 1
by Aguilar » Mon Dec 04, 2023 1:53 pm » in Personal Investments

1 Replies

64 Views

Last post by GAAP
Mon Dec 04, 2023 2:08 pm
heated towel rack: smart outlet and other install tips

Last post by mookie « Mon Dec 04, 2023 2:06 pm
Posted in Personal Consumer Issues
Replies: 9
by mookie » Mon Dec 04, 2023 10:16 am » in Personal Consumer Issues

9 Replies

341 Views

Last post by mookie
Mon Dec 04, 2023 2:06 pm
Unsafe Withdrawal Rate

Last post by David Jay « Mon Dec 04, 2023 2:05 pm
Posted in Personal Investments
Replies: 4
by ThankYouJack » Mon Dec 04, 2023 1:36 pm » in Personal Investments

4 Replies

259 Views

Last post by David Jay
Mon Dec 04, 2023 2:05 pm
TurboTax 2023 offer

Last post by anoop « Mon Dec 04, 2023 2:05 pm
Posted in Personal Finance (Not Investing)
Replies: 152
by idenbglhd » Fri Nov 03, 2023 4:35 pm » in Personal Finance (Not Investing)
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152 Replies

19014 Views

Last post by anoop
Mon Dec 04, 2023 2:05 pm
Can my wife use proceeds from my EE bonds to fund her 529?

Last post by toddthebod « Mon Dec 04, 2023 2:03 pm
Posted in Personal Investments
Replies: 6
by The_Aged_Ps » Mon Dec 04, 2023 11:48 am » in Personal Investments

6 Replies

222 Views

Last post by toddthebod
Mon Dec 04, 2023 2:03 pm
Breaking mortgage payments as 2 bi-weekly pay

Last post by Abe « Mon Dec 04, 2023 2:03 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by haranoth » Mon Dec 04, 2023 11:54 am » in Personal Finance (Not Investing)

7 Replies

396 Views

Last post by Abe
Mon Dec 04, 2023 2:03 pm
Advice for a budding electrical engineer

Last post by Alfonsia « Mon Dec 04, 2023 2:02 pm
Posted in Personal Consumer Issues
Replies: 102
by YeahBuddy » Tue Nov 21, 2023 6:44 am » in Personal Consumer Issues
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102 Replies

9112 Views

Last post by Alfonsia
Mon Dec 04, 2023 2:02 pm
Has surviving stock market crash made you more resilient

Last post by pasadena « Mon Dec 04, 2023 2:01 pm
Posted in Investing - Theory, News & General
Replies: 85
by gavinsiu » Sat Dec 02, 2023 8:14 am » in Investing - Theory, News & General
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85 Replies

4698 Views

Last post by pasadena
Mon Dec 04, 2023 2:01 pm
name of revocable trust once grantor has died

Last post by crre « Mon Dec 04, 2023 2:01 pm
Posted in Personal Finance (Not Investing)
Replies: 15
by crre » Mon Oct 16, 2023 8:07 am » in Personal Finance (Not Investing)

15 Replies

1482 Views

Last post by crre
Mon Dec 04, 2023 2:01 pm
CDs+Intermediate treasuries as opposed to a total bond market fund (EU citizen with residence+settled status in the UK)

Last post by Francesco « Mon Dec 04, 2023 1:57 pm
Posted in Non-US Investing
Replies: 10
by Francesco » Fri Dec 01, 2023 8:12 am » in Non-US Investing

10 Replies

949 Views

Last post by Francesco
Mon Dec 04, 2023 1:57 pm
Why is a term certain annuity better than CD ladder (or CD's)?

Last post by Johm221122 « Mon Dec 04, 2023 1:56 pm
Posted in Investing - Theory, News & General
Replies: 2
by nick evets » Mon Dec 04, 2023 1:38 pm » in Investing - Theory, News & General

2 Replies

110 Views

Last post by Johm221122
Mon Dec 04, 2023 1:56 pm
Value vs Growth divergence is at all time high

Last post by watchnerd « Mon Dec 04, 2023 1:56 pm
Posted in Investing - Theory, News & General
Replies: 29
by Elysium » Sun Dec 03, 2023 2:29 pm » in Investing - Theory, News & General

29 Replies

2319 Views

Last post by watchnerd
Mon Dec 04, 2023 1:56 pm
Lock to secure luggage inside SUV

Last post by Alfonsia « Mon Dec 04, 2023 1:53 pm
Posted in Personal Consumer Issues
Replies: 8
by Lynx310650 » Mon Dec 04, 2023 12:14 pm » in Personal Consumer Issues

8 Replies

335 Views

Last post by Alfonsia
Mon Dec 04, 2023 1:53 pm
"Gifting" 529 plan

Last post by cyclist « Mon Dec 04, 2023 1:53 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by TheOscarGuy » Mon Dec 04, 2023 9:27 am » in Personal Finance (Not Investing)

6 Replies

384 Views

Last post by cyclist
Mon Dec 04, 2023 1:53 pm
2024 Income Planning & 2026 IRMAA brackets

Last post by FactualFran « Mon Dec 04, 2023 1:52 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by LilyFleur » Mon Dec 04, 2023 12:28 pm » in Personal Finance (Not Investing)

8 Replies

359 Views

Last post by FactualFran
Mon Dec 04, 2023 1:52 pm
Informed rent vs buy podcast discussion

Last post by unwitting_gulag « Mon Dec 04, 2023 1:50 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by FreddyC » Fri Dec 01, 2023 8:10 am » in Personal Finance (Not Investing)

10 Replies

969 Views

Last post by unwitting_gulag
Mon Dec 04, 2023 1:50 pm
Is anyone concerned about missing out on long-term bonds, besides me?

Last post by bendix « Mon Dec 04, 2023 1:47 pm
Posted in Investing - Theory, News & General
Replies: 40
by InvestInPasta » Sun Dec 03, 2023 6:35 pm » in Investing - Theory, News & General

40 Replies

3112 Views

Last post by bendix
Mon Dec 04, 2023 1:47 pm
IRS underpayment penalty - 8% interest rate - Need Help

Last post by grtwallchina75 « Mon Dec 04, 2023 1:46 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by grtwallchina75 » Sun Dec 03, 2023 5:38 pm » in Personal Finance (Not Investing)

14 Replies

2073 Views

Last post by grtwallchina75
Mon Dec 04, 2023 1:46 pm
Filing for retroactive SS benefits at age 70

Last post by talzara « Mon Dec 04, 2023 1:43 pm
Posted in Personal Finance (Not Investing)
Replies: 13
by joyandjerry » Sat Dec 02, 2023 6:58 pm » in Personal Finance (Not Investing)

13 Replies

1765 Views

Last post by talzara
Mon Dec 04, 2023 1:43 pm
Salt Free Water Softener versus Salt Based Systems

Last post by Chuckles960 « Mon Dec 04, 2023 1:43 pm
Posted in Personal Consumer Issues
Replies: 19
by LoveTheBogle » Sun Nov 19, 2023 12:51 pm » in Personal Consumer Issues

19 Replies

1958 Views

Last post by Chuckles960
Mon Dec 04, 2023 1:43 pm
Bad 401k

Last post by Onlineid3089 « Mon Dec 04, 2023 1:41 pm
Posted in Personal Investments
Replies: 21
by Sp1cyMustard » Mon Dec 04, 2023 10:59 am » in Personal Investments

21 Replies

625 Views

Last post by Onlineid3089
Mon Dec 04, 2023 1:41 pm
Pay down car loan or get CDs?

Last post by Lastrun « Mon Dec 04, 2023 1:40 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by Pegasus_RPG » Mon Dec 04, 2023 11:34 am » in Personal Finance (Not Investing)

2 Replies

148 Views

Last post by Lastrun
Mon Dec 04, 2023 1:40 pm
403b and Roth questions

Last post by breakfastinbed « Mon Dec 04, 2023 1:40 pm
Posted in Personal Investments

by breakfastinbed » Mon Dec 04, 2023 1:40 pm » in Personal Investments

0 Replies

47 Views

Last post by breakfastinbed
Mon Dec 04, 2023 1:40 pm
Retiree Portfolio Model

Last post by mkc « Mon Dec 04, 2023 1:39 pm
Posted in Personal Finance (Not Investing)
Replies: 1700
by BigFoot48 » Thu May 31, 2012 7:13 pm » in Personal Finance (Not Investing)
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1700 Replies

501884 Views

Last post by mkc
Mon Dec 04, 2023 1:39 pm
Protection Against Lawsuits

Last post by Jeepergeo « Mon Dec 04, 2023 1:38 pm
Posted in Personal Finance (Not Investing)
Replies: 20
by TeacherInCa » Sun Dec 03, 2023 8:30 pm » in Personal Finance (Not Investing)

20 Replies

1866 Views

Last post by Jeepergeo
Mon Dec 04, 2023 1:38 pm
DD (HS senior) filing 1040?

Last post by secondcor521 « Mon Dec 04, 2023 1:35 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by acegolfer » Mon Dec 04, 2023 7:57 am » in Personal Finance (Not Investing)

8 Replies

377 Views

Last post by secondcor521
Mon Dec 04, 2023 1:35 pm
Car Prices Flat Since 1996?

Last post by billaster « Mon Dec 04, 2023 1:33 pm
Posted in Personal Consumer Issues
Replies: 52
by LISD » Sat Dec 02, 2023 6:09 pm » in Personal Consumer Issues
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52 Replies

3703 Views

Last post by billaster
Mon Dec 04, 2023 1:33 pm
House with three HVAC Systems

Last post by criticalmass « Mon Dec 04, 2023 1:33 pm
Posted in Personal Consumer Issues
Replies: 5
by steadyhand » Mon Dec 04, 2023 12:58 pm » in Personal Consumer Issues

5 Replies

269 Views

Last post by criticalmass
Mon Dec 04, 2023 1:33 pm
Did anyone regretfully save a lot of cash before investing?

Last post by howard71 « Mon Dec 04, 2023 1:27 pm
Posted in Investing - Theory, News & General
Replies: 9
by Yaris-3516 » Sun Dec 03, 2023 8:49 pm » in Investing - Theory, News & General

9 Replies

1369 Views

Last post by howard71
Mon Dec 04, 2023 1:27 pm
Point me in the right direction - 457 plan

Last post by SuptS « Mon Dec 04, 2023 1:25 pm
Posted in Personal Investments
Replies: 3
by SuptS » Mon Dec 04, 2023 10:16 am » in Personal Investments

3 Replies

230 Views

Last post by SuptS
Mon Dec 04, 2023 1:25 pm
New Car Purchase: Loan vs. Cash -- am I thinking about this correctly?

Last post by Hyperchicken « Mon Dec 04, 2023 1:25 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by RangersFan » Mon Dec 04, 2023 9:28 am » in Personal Finance (Not Investing)

14 Replies

693 Views

Last post by Hyperchicken
Mon Dec 04, 2023 1:25 pm
Portfolio Review— Tax Efficient Placement

Last post by SuzBanyan « Mon Dec 04, 2023 1:19 pm
Posted in Personal Investments
Replies: 2
by SuzBanyan » Mon Dec 04, 2023 9:56 am » in Personal Investments

2 Replies

252 Views

Last post by SuzBanyan
Mon Dec 04, 2023 1:19 pm
selling a TIPS bond for a tax loss?

Last post by seugene « Mon Dec 04, 2023 1:18 pm
Posted in Personal Investments

by seugene » Mon Dec 04, 2023 1:18 pm » in Personal Investments

0 Replies

59 Views

Last post by seugene
Mon Dec 04, 2023 1:18 pm
Has your portfolio recovered since Q1 2022?

Last post by Fortitude « Mon Dec 04, 2023 1:16 pm
Posted in Investing - Theory, News & General
Replies: 97
by tetractys » Fri Dec 01, 2023 9:53 pm » in Investing - Theory, News & General
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97 Replies

6414 Views

Last post by Fortitude
Mon Dec 04, 2023 1:16 pm
First Time Deferred Comp Election

Last post by WhatsIRR « Mon Dec 04, 2023 1:15 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by WhatsIRR » Mon Dec 04, 2023 10:31 am » in Personal Finance (Not Investing)

5 Replies

338 Views

Last post by WhatsIRR
Mon Dec 04, 2023 1:15 pm
Fidelity MM - Retail vs Institutional

Last post by billaster « Mon Dec 04, 2023 1:13 pm
Posted in Personal Investments
Replies: 16
by LoveTheBogle » Fri Dec 01, 2023 10:17 am » in Personal Investments

16 Replies

1591 Views

Last post by billaster
Mon Dec 04, 2023 1:13 pm

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