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Specific Estate Planning Provision re: Irrevocable Trust

Last post by bsteiner « Tue Mar 21, 2023 9:38 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by orlandoguy » Tue Mar 21, 2023 7:51 pm » in Personal Finance (Not Investing)

1 Replies

91 Views

Last post by bsteiner
Tue Mar 21, 2023 9:38 pm
Tell me about your turnkey real estate experience

Last post by whohasaquestion « Tue Mar 21, 2023 9:37 pm
Posted in Personal Investments
Replies: 6
by whohasaquestion » Tue Mar 21, 2023 7:08 pm » in Personal Investments

6 Replies

499 Views

Last post by whohasaquestion
Tue Mar 21, 2023 9:37 pm
Are we/me investing in the wrong things?

Last post by UpperNwGuy « Tue Mar 21, 2023 9:37 pm
Posted in Investing - Theory, News & General
Replies: 35
by Fremdon Ferndock » Tue Mar 21, 2023 3:39 pm » in Investing - Theory, News & General

35 Replies

2241 Views

Last post by UpperNwGuy
Tue Mar 21, 2023 9:37 pm
Fidelity Account Security

Last post by cmc89585 « Tue Mar 21, 2023 9:37 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by cmc89585 » Tue Mar 21, 2023 6:26 pm » in Personal Finance (Not Investing)

4 Replies

277 Views

Last post by cmc89585
Tue Mar 21, 2023 9:37 pm
Why are some car insurance companies able to offer such a better deal than others?

Last post by YERER01 « Tue Mar 21, 2023 9:34 pm
Posted in Personal Finance (Not Investing)
Replies: 11
by judge1905 » Mon Mar 20, 2023 4:32 pm » in Personal Finance (Not Investing)

11 Replies

1623 Views

Last post by YERER01
Tue Mar 21, 2023 9:34 pm
SCV and REIT Tilt Beneficial for Young Investor, Long Horizon?

Last post by omedus82 « Tue Mar 21, 2023 9:34 pm
Posted in Personal Investments
Replies: 15
by kangtheconquerer » Sun Mar 19, 2023 3:15 pm » in Personal Investments

15 Replies

1056 Views

Last post by omedus82
Tue Mar 21, 2023 9:34 pm
Where do companies stash their cash?

Last post by ModifiedDuration « Tue Mar 21, 2023 9:29 pm
Posted in Investing - Theory, News & General
Replies: 7
by BogleMelon » Tue Mar 21, 2023 7:19 pm » in Investing - Theory, News & General

7 Replies

605 Views

Last post by ModifiedDuration
Tue Mar 21, 2023 9:29 pm
IBC [Infinite Banking Concept] - good, bad, ugly

Last post by smoothops « Tue Mar 21, 2023 9:29 pm
Posted in Personal Finance (Not Investing)
Replies: 28
by smoothops » Sat Mar 18, 2023 11:14 pm » in Personal Finance (Not Investing)

28 Replies

2420 Views

Last post by smoothops
Tue Mar 21, 2023 9:29 pm
Where to snorkel, when? Snorkeling resources?

Last post by LongMoney « Tue Mar 21, 2023 9:26 pm
Posted in Personal Consumer Issues
Replies: 39
by victw » Tue Mar 21, 2023 5:48 am » in Personal Consumer Issues

39 Replies

1634 Views

Last post by LongMoney
Tue Mar 21, 2023 9:26 pm
Confusing 2022 Vanguard tax form info

Last post by Finridge « Tue Mar 21, 2023 9:26 pm
Posted in Personal Finance (Not Investing)
Replies: 16
by talltodd » Thu Jan 05, 2023 10:44 am » in Personal Finance (Not Investing)

16 Replies

1383 Views

Last post by Finridge
Tue Mar 21, 2023 9:26 pm
Avantis ETF Filing Today

Last post by gtwhitegold « Tue Mar 21, 2023 9:22 pm
Posted in Investing - Theory, News & General
Replies: 5
by Gaston » Tue Mar 21, 2023 7:13 pm » in Investing - Theory, News & General

5 Replies

466 Views

Last post by gtwhitegold
Tue Mar 21, 2023 9:22 pm
Best Vehicles For Dry Powder in Brokerage Accounts

Last post by Cheez-It Guy « Tue Mar 21, 2023 9:20 pm
Posted in Personal Investments
Replies: 16
by mrsmitt » Sun Mar 19, 2023 5:22 pm » in Personal Investments

16 Replies

2381 Views

Last post by Cheez-It Guy
Tue Mar 21, 2023 9:20 pm
Better to push or pull bank transfers?

Last post by JoMoney « Tue Mar 21, 2023 9:18 pm
Posted in Personal Finance (Not Investing)
Replies: 23
by the_wiki » Thu Mar 16, 2023 12:34 pm » in Personal Finance (Not Investing)

23 Replies

2433 Views

Last post by JoMoney
Tue Mar 21, 2023 9:18 pm
Sole Proprietorship, Effective Tax Rate Seems Too High

Last post by JBTX « Tue Mar 21, 2023 9:17 pm
Posted in Personal Finance (Not Investing)
Replies: 12
by HappyPappy » Sun Mar 19, 2023 8:13 am » in Personal Finance (Not Investing)

12 Replies

855 Views

Last post by JBTX
Tue Mar 21, 2023 9:17 pm
Bad Work Situation Pushing me into retirement.

Last post by student « Tue Mar 21, 2023 9:17 pm
Posted in Personal Investments
Replies: 37
by kchico » Tue Mar 21, 2023 7:10 pm » in Personal Investments

37 Replies

2245 Views

Last post by student
Tue Mar 21, 2023 9:17 pm
Turbo Tax and NYS beneficiary IRA deduction

Last post by MarkNYC « Tue Mar 21, 2023 9:16 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by kodiac » Sun Mar 19, 2023 3:44 pm » in Personal Finance (Not Investing)

5 Replies

293 Views

Last post by MarkNYC
Tue Mar 21, 2023 9:16 pm
How do you search for plane tickets? (tired of budget airline gimmicks)

Last post by Horologium « Tue Mar 21, 2023 9:14 pm
Posted in Personal Consumer Issues
Replies: 58
by ThankYouJack » Thu Dec 22, 2022 3:39 pm » in Personal Consumer Issues
1

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58 Replies

7715 Views

Last post by Horologium
Tue Mar 21, 2023 9:14 pm
Variable Percentage Withdrawal (VPW)

Last post by L84SUPR « Tue Mar 21, 2023 9:13 pm
Posted in Investing - Theory, News & General
Replies: 1950
by longinvest » Thu Jul 25, 2013 11:12 pm » in Investing - Theory, News & General
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1950 Replies

505604 Views

Last post by L84SUPR
Tue Mar 21, 2023 9:13 pm
Small business 401k

Last post by JSDNJ « Tue Mar 21, 2023 9:13 pm
Posted in Personal Investments
Replies: 34
by JSDNJ » Thu Feb 16, 2023 7:30 pm » in Personal Investments

34 Replies

2435 Views

Last post by JSDNJ
Tue Mar 21, 2023 9:13 pm
If I was retiring today, I could comfortably withdraw 5% (mid-30s dad using ERN SWR Toolbox)

Last post by marcopolo « Tue Mar 21, 2023 9:12 pm
Posted in Investing - Theory, News & General
Replies: 229
by TinyHouse » Tue Mar 14, 2023 7:17 pm » in Investing - Theory, News & General
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229 Replies

18984 Views

Last post by marcopolo
Tue Mar 21, 2023 9:12 pm
Commingling rollover IRA and traditional IRA contributions

Last post by exodusNH « Tue Mar 21, 2023 9:11 pm
Posted in Personal Investments
Replies: 7
by n00b » Tue Mar 21, 2023 2:32 pm » in Personal Investments

7 Replies

473 Views

Last post by exodusNH
Tue Mar 21, 2023 9:11 pm
High-yield savings acct

Last post by strummer6969 « Tue Mar 21, 2023 9:08 pm
Posted in Personal Finance (Not Investing)
Replies: 11
by miyaraj354 » Mon Mar 20, 2023 11:07 pm » in Personal Finance (Not Investing)

11 Replies

1352 Views

Last post by strummer6969
Tue Mar 21, 2023 9:08 pm
International small cap value

Last post by arcticpineapplecorp. « Tue Mar 21, 2023 9:05 pm
Posted in Personal Investments
Replies: 1
by Yesterdaysnews » Tue Mar 21, 2023 8:54 pm » in Personal Investments

1 Replies

121 Views

Last post by arcticpineapplecorp.
Tue Mar 21, 2023 9:05 pm
[Keeping more than FDIC insurance limit in one bank?]

Last post by Eno Deb « Tue Mar 21, 2023 9:04 pm
Posted in Personal Finance (Not Investing)
Replies: 85
by johnpau » Mon Mar 20, 2023 8:00 pm » in Personal Finance (Not Investing)
1

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85 Replies

6431 Views

Last post by Eno Deb
Tue Mar 21, 2023 9:04 pm
Mid Caps have outperformed Large & Small for the past 50 years. Yet I see very little recommendation for them. Why?

Last post by Kal1981 « Tue Mar 21, 2023 9:00 pm
Posted in Investing - Theory, News & General
Replies: 81
by Benosis » Fri May 17, 2019 9:07 pm » in Investing - Theory, News & General
1

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81 Replies

13851 Views

Last post by Kal1981
Tue Mar 21, 2023 9:00 pm
Lawyer fees to settle small estate

Last post by Cobra Commander « Tue Mar 21, 2023 9:00 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by jay7 » Tue Mar 21, 2023 7:38 pm » in Personal Finance (Not Investing)

3 Replies

304 Views

Last post by Cobra Commander
Tue Mar 21, 2023 9:00 pm
Bogleheads and ChatGPT

Last post by Fallible « Tue Mar 21, 2023 9:00 pm
Posted in Forum Issues and Administration
Replies: 118
by HockeyFan99 » Thu Dec 22, 2022 5:51 am » in Forum Issues and Administration
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118 Replies

10567 Views

Last post by Fallible
Tue Mar 21, 2023 9:00 pm
Owner Finance Offer - Too Good To Be True?

Last post by Carefreeap « Tue Mar 21, 2023 8:59 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by AF_Engineer » Tue Mar 21, 2023 8:06 pm » in Personal Finance (Not Investing)

5 Replies

432 Views

Last post by Carefreeap
Tue Mar 21, 2023 8:59 pm
Solo Ager: who would you trust with your financial POA?

Last post by nonnie « Tue Mar 21, 2023 8:53 pm
Posted in Personal Finance (Not Investing)
Replies: 77
by Fremdon Ferndock » Sun Mar 19, 2023 10:46 am » in Personal Finance (Not Investing)
1

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77 Replies

5518 Views

Last post by nonnie
Tue Mar 21, 2023 8:53 pm
Is a Total International Equity Index Fund Riskier than a Developed Markets Equity Index Fund?

Last post by arcticpineapplecorp. « Tue Mar 21, 2023 8:49 pm
Posted in Investing - Theory, News & General
Replies: 1
by Northern Flicker » Tue Mar 21, 2023 8:41 pm » in Investing - Theory, News & General

1 Replies

131 Views

Last post by arcticpineapplecorp.
Tue Mar 21, 2023 8:49 pm
Long Term Care Insurance

Last post by Rex66 « Tue Mar 21, 2023 8:47 pm
Posted in Personal Finance (Not Investing)
Replies: 332
by martincmartin » Thu Jan 27, 2022 8:11 am » in Personal Finance (Not Investing)
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332 Replies

26019 Views

Last post by Rex66
Tue Mar 21, 2023 8:47 pm
weighted expense ratio calculation?

Last post by Silk McCue « Tue Mar 21, 2023 8:45 pm
Posted in Investing - Theory, News & General
Replies: 8
by BooneDocks11 » Sat Aug 01, 2020 3:55 pm » in Investing - Theory, News & General

8 Replies

930 Views

Last post by Silk McCue
Tue Mar 21, 2023 8:45 pm
Last Week Tonight on timeshares

Last post by Horologium « Tue Mar 21, 2023 8:44 pm
Posted in Personal Consumer Issues
Replies: 11
by themesrob » Tue Mar 21, 2023 9:27 am » in Personal Consumer Issues

11 Replies

1426 Views

Last post by Horologium
Tue Mar 21, 2023 8:44 pm
best aa for inherited IRA

Last post by Navillus1968 « Tue Mar 21, 2023 8:44 pm
Posted in Personal Investments
Replies: 10
by PoorHomieQuan » Tue Mar 21, 2023 5:52 pm » in Personal Investments

10 Replies

451 Views

Last post by Navillus1968
Tue Mar 21, 2023 8:44 pm
How Bad Is Average Cost Basis Method?

Last post by vxdx « Tue Mar 21, 2023 8:41 pm
Posted in Investing - Theory, News & General
Replies: 14
by Charles Joseph » Tue Mar 21, 2023 8:00 am » in Investing - Theory, News & General

14 Replies

1381 Views

Last post by vxdx
Tue Mar 21, 2023 8:41 pm
Natural Resource Equity (NRE)

Last post by captmorgan50 « Tue Mar 21, 2023 8:40 pm
Posted in Investing - Theory, News & General
Replies: 13
by captmorgan50 » Sun Mar 19, 2023 6:12 pm » in Investing - Theory, News & General

13 Replies

836 Views

Last post by captmorgan50
Tue Mar 21, 2023 8:40 pm
thinking of buying a motorhome

Last post by Lalamimi « Tue Mar 21, 2023 8:37 pm
Posted in Personal Consumer Issues
Replies: 38
by steve321 » Sun Mar 19, 2023 12:49 pm » in Personal Consumer Issues

38 Replies

2699 Views

Last post by Lalamimi
Tue Mar 21, 2023 8:37 pm
Income Tax: Part Year ARK (Yikes)

Last post by arcticpineapplecorp. « Tue Mar 21, 2023 8:35 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by bhwabeck3533 » Tue Mar 21, 2023 10:03 am » in Personal Finance (Not Investing)

9 Replies

636 Views

Last post by arcticpineapplecorp.
Tue Mar 21, 2023 8:35 pm
MUST LISTEN "Bogleheads on Investing" podcast with financial historian Edward Chancellor

Last post by abuss368 « Tue Mar 21, 2023 8:33 pm
Posted in Investing - Theory, News & General
Replies: 148
by Rick Ferri » Fri Mar 03, 2023 4:33 pm » in Investing - Theory, News & General
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148 Replies

15575 Views

Last post by abuss368
Tue Mar 21, 2023 8:33 pm
Where should a senior safely park $300k for heirs

Last post by phoroner « Tue Mar 21, 2023 8:33 pm
Posted in Personal Investments
Replies: 23
by Backroads4Me » Tue Mar 21, 2023 1:17 pm » in Personal Investments

23 Replies

1913 Views

Last post by phoroner
Tue Mar 21, 2023 8:33 pm
FTC 1116 and ammendments

Last post by ClaycordJCA « Tue Mar 21, 2023 8:32 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by international001 » Sat Mar 18, 2023 7:28 pm » in Personal Finance (Not Investing)

1 Replies

204 Views

Last post by ClaycordJCA
Tue Mar 21, 2023 8:32 pm
Charity Navigator & QCDs

Last post by Bogle7 « Tue Mar 21, 2023 8:28 pm
Posted in Personal Consumer Issues
Replies: 60
by delamer » Sat Mar 18, 2023 11:55 am » in Personal Consumer Issues
1

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60 Replies

2972 Views

Last post by Bogle7
Tue Mar 21, 2023 8:28 pm
Diversification a la Markowitz #3: Gold

Last post by captmorgan50 « Tue Mar 21, 2023 8:28 pm
Posted in Investing - Theory, News & General
Replies: 93
by McQ » Sun Mar 12, 2023 10:26 pm » in Investing - Theory, News & General
1

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93 Replies

7095 Views

Last post by captmorgan50
Tue Mar 21, 2023 8:28 pm
Beach trip recommendations - Gulf Coast (Not Tx/FL)

Last post by helloeveryone « Tue Mar 21, 2023 8:24 pm
Posted in Personal Consumer Issues
Replies: 7
by helloeveryone » Tue Mar 21, 2023 3:49 pm » in Personal Consumer Issues

7 Replies

488 Views

Last post by helloeveryone
Tue Mar 21, 2023 8:24 pm
[Bank failure discussion mega-thread]

Last post by CuriousTacos « Tue Mar 21, 2023 8:11 pm
Posted in Investing - Theory, News & General
Replies: 2032
by curmudgeon » Thu Mar 09, 2023 11:40 pm » in Investing - Theory, News & General
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2032 Replies

133802 Views

Last post by CuriousTacos
Tue Mar 21, 2023 8:11 pm
Need Recommendations For Balanced Fund, Taxable Account

Last post by grabiner « Tue Mar 21, 2023 8:08 pm
Posted in Personal Investments
Replies: 10
by hotajax » Mon Mar 20, 2023 12:31 am » in Personal Investments

10 Replies

1131 Views

Last post by grabiner
Tue Mar 21, 2023 8:08 pm
Advice for 50 year old on optimizing stock allocation for the next five years.

Last post by arcticpineapplecorp. « Tue Mar 21, 2023 8:06 pm
Posted in Personal Investments
Replies: 19
by Crdemts » Tue Mar 21, 2023 10:51 am » in Personal Investments

19 Replies

1410 Views

Last post by arcticpineapplecorp.
Tue Mar 21, 2023 8:06 pm
Tax Efficiency of 60/40 Allocation

Last post by grabiner « Tue Mar 21, 2023 8:03 pm
Posted in Personal Investments
Replies: 3
by GXtrex » Tue Mar 21, 2023 5:00 pm » in Personal Investments

3 Replies

381 Views

Last post by grabiner
Tue Mar 21, 2023 8:03 pm
Restaurant recommendations for Rome/Florence

Last post by Horologium « Tue Mar 21, 2023 8:00 pm
Posted in Personal Consumer Issues
Replies: 24
by atl2005 » Mon Mar 20, 2023 7:00 am » in Personal Consumer Issues

24 Replies

1304 Views

Last post by Horologium
Tue Mar 21, 2023 8:00 pm
Taxable account restructuring

Last post by grabiner « Tue Mar 21, 2023 7:57 pm
Posted in Personal Investments
Replies: 11
by drramey » Mon Mar 20, 2023 8:06 pm » in Personal Investments

11 Replies

1028 Views

Last post by grabiner
Tue Mar 21, 2023 7:57 pm

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