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name of revocable trust once grantor has died

Last post by crre « Mon Dec 04, 2023 1:59 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by crre » Mon Oct 16, 2023 8:07 am » in Personal Finance (Not Investing)

14 Replies

1452 Views

Last post by crre
Mon Dec 04, 2023 1:59 pm
Overfunded HSA and missed withdrawal deadline

Last post by MP123 « Mon Dec 04, 2023 1:58 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by BostonBorg » Mon Dec 04, 2023 11:47 am » in Personal Finance (Not Investing)

1 Replies

103 Views

Last post by MP123
Mon Dec 04, 2023 1:58 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

934 Views

Last post by Francesco
Mon Dec 04, 2023 1:57 pm
Unsafe Withdrawal Rate

Last post by aristotelian « Mon Dec 04, 2023 1:57 pm
Posted in Personal Investments
Replies: 2
by ThankYouJack » Mon Dec 04, 2023 1:36 pm » in Personal Investments

2 Replies

142 Views

Last post by aristotelian
Mon Dec 04, 2023 1:57 pm
Odd Truck Issue

Last post by crre « Mon Dec 04, 2023 1:56 pm
Posted in Personal Consumer Issues
Replies: 17
by LotsaGray » Sun Dec 03, 2023 10:19 pm » in Personal Consumer Issues

17 Replies

1157 Views

Last post by crre
Mon Dec 04, 2023 1:56 pm
Converting small bedroom into master bath?

Last post by ETK517 « Mon Dec 04, 2023 1:56 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by A440 » Mon Dec 04, 2023 7:13 am » in Personal Finance (Not Investing)

9 Replies

586 Views

Last post by ETK517
Mon Dec 04, 2023 1:56 pm
Why is short term SPIA 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

73 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

2294 Views

Last post by watchnerd
Mon Dec 04, 2023 1:56 pm
Keep $ in former employer's Fidelity 401k plan or move to IRA?

Last post by Aguilar « Mon Dec 04, 2023 1:53 pm
Posted in Personal Investments

by Aguilar » Mon Dec 04, 2023 1:53 pm » in Personal Investments

0 Replies

23 Views

Last post by Aguilar
Mon Dec 04, 2023 1:53 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

310 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

364 Views

Last post by cyclist
Mon Dec 04, 2023 1:53 pm
MS Defender vs Bitdefender

Last post by bendix « Mon Dec 04, 2023 1:53 pm
Posted in Personal Consumer Issues
Replies: 12
by Colorado Guy » Sun Dec 03, 2023 9:39 am » in Personal Consumer Issues

12 Replies

1019 Views

Last post by bendix
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

334 Views

Last post by FactualFran
Mon Dec 04, 2023 1:52 pm
TurboTax 2023 offer

Last post by pizzy « Mon Dec 04, 2023 1:51 pm
Posted in Personal Finance (Not Investing)
Replies: 149
by idenbglhd » Fri Nov 03, 2023 4:35 pm » in Personal Finance (Not Investing)
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149 Replies

18943 Views

Last post by pizzy
Mon Dec 04, 2023 1:51 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

952 Views

Last post by unwitting_gulag
Mon Dec 04, 2023 1:50 pm
Can you give stock to younger kid who has no income to save taxes

Last post by toddthebod « Mon Dec 04, 2023 1:49 pm
Posted in Personal Finance (Not Investing)
Replies: 30
by rm » Sun Dec 03, 2023 4:43 pm » in Personal Finance (Not Investing)

30 Replies

2526 Views

Last post by toddthebod
Mon Dec 04, 2023 1:49 pm
Breaking mortgage payments as 2 bi-weekly pay

Last post by exodusNH « Mon Dec 04, 2023 1:47 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by haranoth » Mon Dec 04, 2023 11:54 am » in Personal Finance (Not Investing)

6 Replies

360 Views

Last post by exodusNH
Mon Dec 04, 2023 1:47 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

3085 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

2056 Views

Last post by grtwallchina75
Mon Dec 04, 2023 1:46 pm
T5 engineering school or in-state T35 with full-ride?

Last post by KlangFool « Mon Dec 04, 2023 1:45 pm
Posted in Personal Consumer Issues
Replies: 186
by acegolfer » Fri Dec 01, 2023 5:53 am » in Personal Consumer Issues
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186 Replies

9424 Views

Last post by KlangFool
Mon Dec 04, 2023 1:45 pm
Has surviving stock market crash made you more resilient

Last post by Curb Fan « Mon Dec 04, 2023 1:44 pm
Posted in Investing - Theory, News & General
Replies: 84
by gavinsiu » Sat Dec 02, 2023 8:14 am » in Investing - Theory, News & General
1

2
84 Replies

4664 Views

Last post by Curb Fan
Mon Dec 04, 2023 1:44 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

1754 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

1951 Views

Last post by Chuckles960
Mon Dec 04, 2023 1:43 pm
Working on MA trust

Last post by ee_guy « Mon Dec 04, 2023 1:41 pm
Posted in Personal Finance (Not Investing)
Replies: 21
by DrDoug » Fri Nov 24, 2023 3:20 pm » in Personal Finance (Not Investing)

21 Replies

1218 Views

Last post by ee_guy
Mon Dec 04, 2023 1:41 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

608 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

137 Views

Last post by Lastrun
Mon Dec 04, 2023 1:40 pm
Massive tax bill, is it worth it to keep working?

Last post by nonnie « Mon Dec 04, 2023 1:40 pm
Posted in Personal Finance (Not Investing)
Replies: 31
by Archimedes » Sun Dec 03, 2023 8:13 pm » in Personal Finance (Not Investing)

31 Replies

3644 Views

Last post by nonnie
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

32 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

501859 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

1853 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

369 Views

Last post by secondcor521
Mon Dec 04, 2023 1:35 pm
Uninterested Spouse

Last post by TimeTheMarket « Mon Dec 04, 2023 1:34 pm
Posted in Personal Investments
Replies: 112
by Mr. Potter » Sat Dec 02, 2023 8:00 pm » in Personal Investments
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112 Replies

9979 Views

Last post by TimeTheMarket
Mon Dec 04, 2023 1:34 pm
Can my wife use proceeds from my EE bonds to fund her 529?

Last post by The_Aged_Ps « Mon Dec 04, 2023 1:34 pm
Posted in Personal Investments
Replies: 5
by The_Aged_Ps » Mon Dec 04, 2023 11:48 am » in Personal Investments

5 Replies

194 Views

Last post by The_Aged_Ps
Mon Dec 04, 2023 1:34 pm
Anxious for retirement

Last post by beernutz « Mon Dec 04, 2023 1:33 pm
Posted in Personal Finance (Not Investing)
Replies: 47
by 2BRetiredsn » Sun Dec 03, 2023 12:15 pm » in Personal Finance (Not Investing)

47 Replies

3439 Views

Last post by beernutz
Mon Dec 04, 2023 1:33 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
1

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52 Replies

3695 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

253 Views

Last post by criticalmass
Mon Dec 04, 2023 1:33 pm
I Bonds Mega Thread (I Bond Heads Rejoice!)

Last post by Hector « Mon Dec 04, 2023 1:28 pm
Posted in Investing - Theory, News & General
Replies: 6131
by tomsense76 » Tue Apr 13, 2021 10:39 pm » in Investing - Theory, News & General
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6131 Replies

808621 Views

Last post by Hector
Mon Dec 04, 2023 1:28 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

1354 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

222 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

686 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

241 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

54 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
1

2
97 Replies

6400 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

332 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

1582 Views

Last post by billaster
Mon Dec 04, 2023 1:13 pm
Portfolio for retired family member

Last post by ehh « Mon Dec 04, 2023 1:07 pm
Posted in Personal Investments
Replies: 26
by Woot! » Sat Dec 02, 2023 2:18 pm » in Personal Investments

26 Replies

2106 Views

Last post by ehh
Mon Dec 04, 2023 1:07 pm
2024 Honda Civic or Corolla hybrid?

Last post by Chuckles960 « Mon Dec 04, 2023 1:06 pm
Posted in Personal Consumer Issues
Replies: 84
by neowiser » Thu Nov 30, 2023 12:14 pm » in Personal Consumer Issues
1

2
84 Replies

4569 Views

Last post by Chuckles960
Mon Dec 04, 2023 1:06 pm
best tips for shaving

Last post by bertilak « Mon Dec 04, 2023 1:04 pm
Posted in Personal Consumer Issues
Replies: 61
by MrWasabi65 » Tue Sep 05, 2023 7:17 am » in Personal Consumer Issues
1

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61 Replies

5029 Views

Last post by bertilak
Mon Dec 04, 2023 1:04 pm
There is No Good Account to Hold TIPS

Last post by Artsdoctor « Mon Dec 04, 2023 1:03 pm
Posted in Personal Investments
Replies: 56
by WhitePuma » Sat Dec 02, 2023 10:52 am » in Personal Investments
1

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56 Replies

4173 Views

Last post by Artsdoctor
Mon Dec 04, 2023 1:03 pm
ACA Plan Copay and Deductible Terminolgy

Last post by Tom_T « Mon Dec 04, 2023 1:01 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by ted.r.3 » Sat Dec 02, 2023 8:45 am » in Personal Finance (Not Investing)

14 Replies

763 Views

Last post by Tom_T
Mon Dec 04, 2023 1:01 pm

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