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Rolling over 401k to traditional IRA & then converting to Roth IRA

Last post by newacct « Wed Dec 11, 2024 11:54 am
Posted in Personal Finance (Not Investing)
Replies: 10
by ROC_305 » Fri Dec 06, 2024 4:24 pm » in Personal Finance (Not Investing)

10 Replies

846 Views

Last post by newacct
Wed Dec 11, 2024 11:54 am
Why VTI if VOO outperforms historically?

Last post by White Coat Investor « Wed Dec 11, 2024 11:54 am
Posted in Personal Investments
Replies: 20
by mander75 » Tue Dec 10, 2024 5:43 pm » in Personal Investments

20 Replies

1854 Views

Last post by White Coat Investor
Wed Dec 11, 2024 11:54 am
Trouble finding correlations for a TIAA account

Last post by crefwatch « Wed Dec 11, 2024 11:53 am
Posted in Personal Investments
Replies: 13
by valleyrock » Mon Dec 09, 2024 10:11 am » in Personal Investments

13 Replies

621 Views

Last post by crefwatch
Wed Dec 11, 2024 11:53 am
Roth Conversion - Penalty for EOY?

Last post by capran « Wed Dec 11, 2024 11:53 am
Posted in Personal Finance (Not Investing)
Replies: 94
by MoneyIsTime » Mon Nov 18, 2024 12:23 pm » in Personal Finance (Not Investing)
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94 Replies

6824 Views

Last post by capran
Wed Dec 11, 2024 11:53 am
How to plan for potential long term care?

Last post by arcticpineapplecorp. « Wed Dec 11, 2024 11:53 am
Posted in Personal Finance (Not Investing)
Replies: 19
by dknightd » Wed Dec 11, 2024 8:28 am » in Personal Finance (Not Investing)

19 Replies

562 Views

Last post by arcticpineapplecorp.
Wed Dec 11, 2024 11:53 am
Vanguard funds moving opposite of expectations

Last post by twillis « Wed Dec 11, 2024 11:52 am
Posted in Personal Investments

by twillis » Wed Dec 11, 2024 11:52 am » in Personal Investments

0 Replies

27 Views

Last post by twillis
Wed Dec 11, 2024 11:52 am
Engineers - when did your yearly raise amount begin to stagnate

Last post by hoofaman « Wed Dec 11, 2024 11:52 am
Posted in Personal Finance (Not Investing)
Replies: 39
by DMB41 » Wed Dec 11, 2024 9:58 am » in Personal Finance (Not Investing)

39 Replies

1104 Views

Last post by hoofaman
Wed Dec 11, 2024 11:52 am
Errors on Vg web site while submitting Roth conversion order

Last post by baconavocado « Wed Dec 11, 2024 11:49 am
Posted in Personal Consumer Issues
Replies: 20
by baconavocado » Tue Dec 10, 2024 1:51 pm » in Personal Consumer Issues

20 Replies

853 Views

Last post by baconavocado
Wed Dec 11, 2024 11:49 am
Maximum Social Security benefit

Last post by delamer « Wed Dec 11, 2024 11:48 am
Posted in Personal Finance (Not Investing)
Replies: 8
by FBN2014 » Wed Dec 11, 2024 9:33 am » in Personal Finance (Not Investing)

8 Replies

449 Views

Last post by delamer
Wed Dec 11, 2024 11:48 am
Scraped another car in parking lot

Last post by mrmass « Wed Dec 11, 2024 11:48 am
Posted in Personal Consumer Issues
Replies: 14
by A Random Fellow » Wed Dec 11, 2024 8:58 am » in Personal Consumer Issues

14 Replies

707 Views

Last post by mrmass
Wed Dec 11, 2024 11:48 am
Where to open a SEP IRA?

Last post by fyre4ce « Wed Dec 11, 2024 11:45 am
Posted in Personal Finance (Not Investing)
Replies: 12
by new2bogle2 » Wed Dec 04, 2024 6:16 pm » in Personal Finance (Not Investing)

12 Replies

761 Views

Last post by fyre4ce
Wed Dec 11, 2024 11:45 am
Portfolio Recommendations - Employer Limits

Last post by bonesly « Wed Dec 11, 2024 11:44 am
Posted in Personal Investments
Replies: 3
by msame » Tue Dec 10, 2024 2:18 pm » in Personal Investments

3 Replies

228 Views

Last post by bonesly
Wed Dec 11, 2024 11:44 am
Post-NAR Settlement Buyer Commission Megathread [National Association of Realtors]

Last post by boglerocks « Wed Dec 11, 2024 11:43 am
Posted in Personal Finance (Not Investing)
Replies: 277
by stan1 » Fri Aug 16, 2024 11:34 am » in Personal Finance (Not Investing)
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277 Replies

22868 Views

Last post by boglerocks
Wed Dec 11, 2024 11:43 am
US Bank 4% Smartly Visa Credit Card

Last post by tj « Wed Dec 11, 2024 11:43 am
Posted in Personal Finance (Not Investing)
Replies: 1110
by Bosro » Thu Sep 05, 2024 3:35 pm » in Personal Finance (Not Investing)
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1110 Replies

95259 Views

Last post by tj
Wed Dec 11, 2024 11:43 am
[Split from "Fidelity as a one stop shop" thread - locked or restricted Fidelity account issues]

Last post by 3000 « Wed Dec 11, 2024 11:42 am
Posted in Personal Finance (Not Investing)
Replies: 868
by ez_mode » Sun Sep 15, 2024 4:49 pm » in Personal Finance (Not Investing)
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868 Replies

62948 Views

Last post by 3000
Wed Dec 11, 2024 11:42 am
standard deviation of a mutual fund portfolio with rates of return & standard deviation for one specific year

Last post by Cincy_1988 « Wed Dec 11, 2024 11:40 am
Posted in Investing - Theory, News & General
Replies: 10
by Cincy_1988 » Mon Dec 09, 2024 11:35 pm » in Investing - Theory, News & General

10 Replies

511 Views

Last post by Cincy_1988
Wed Dec 11, 2024 11:40 am
"Are Annuities a Better Fit for The Three-Fund Portfolio?

Last post by Benjamin Buffett « Wed Dec 11, 2024 11:40 am
Posted in Investing - Theory, News & General
Replies: 71
by Taylor Larimore » Fri Dec 06, 2024 7:32 pm » in Investing - Theory, News & General
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71 Replies

4411 Views

Last post by Benjamin Buffett
Wed Dec 11, 2024 11:40 am
Unable to Transfer from Fidelity to Vanguard using Vanguard's website

Last post by BogleMelon « Wed Dec 11, 2024 11:40 am
Posted in Personal Consumer Issues
Replies: 12
by Hot Sauce » Tue Dec 10, 2024 1:07 pm » in Personal Consumer Issues

12 Replies

674 Views

Last post by BogleMelon
Wed Dec 11, 2024 11:40 am
Single Fund after retirement

Last post by Thundering Man « Wed Dec 11, 2024 11:38 am
Posted in Personal Investments
Replies: 10
by Bigfish » Wed Dec 11, 2024 8:39 am » in Personal Investments

10 Replies

625 Views

Last post by Thundering Man
Wed Dec 11, 2024 11:38 am
VD closing out VFSTX

Last post by Hacksawdave « Wed Dec 11, 2024 11:36 am
Posted in Personal Investments
Replies: 6
by retired61 » Wed Dec 11, 2024 10:22 am » in Personal Investments

6 Replies

290 Views

Last post by Hacksawdave
Wed Dec 11, 2024 11:36 am
chart - time, not timing is what matters....

Last post by avalpert1 « Wed Dec 11, 2024 11:35 am
Posted in Investing - Theory, News & General
Replies: 3
by standard7 » Wed Dec 11, 2024 9:06 am » in Investing - Theory, News & General

3 Replies

246 Views

Last post by avalpert1
Wed Dec 11, 2024 11:35 am
How much Roth Conversion after retirememt?

Last post by Navillus1968 « Wed Dec 11, 2024 11:32 am
Posted in Personal Investments
Replies: 12
by SickInSantorini » Mon Nov 25, 2024 2:34 pm » in Personal Investments

12 Replies

1321 Views

Last post by Navillus1968
Wed Dec 11, 2024 11:32 am
Bill Bengen: We Should Market Time & Inflation is Deadly

Last post by KlangFool « Wed Dec 11, 2024 11:29 am
Posted in Investing - Theory, News & General
Replies: 129
by Leesbro63 » Sat Dec 07, 2024 9:40 am » in Investing - Theory, News & General
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129 Replies

8889 Views

Last post by KlangFool
Wed Dec 11, 2024 11:29 am
Can I empty mom's apartment?

Last post by CAsage « Wed Dec 11, 2024 11:28 am
Posted in Personal Finance (Not Investing)
Replies: 23
by Kudu » Tue Dec 10, 2024 9:40 pm » in Personal Finance (Not Investing)

23 Replies

2045 Views

Last post by CAsage
Wed Dec 11, 2024 11:28 am
Has anyone used New Retirement/Boldin Certified Financial Advisor?

Last post by evelynmanley « Wed Dec 11, 2024 11:26 am
Posted in Investing - Theory, News & General

by evelynmanley » Wed Dec 11, 2024 11:26 am » in Investing - Theory, News & General

0 Replies

30 Views

Last post by evelynmanley
Wed Dec 11, 2024 11:26 am
burning MP3 CD from iTunes

Last post by familythriftmd « Wed Dec 11, 2024 11:25 am
Posted in Personal Consumer Issues
Replies: 19
by familythriftmd » Mon Dec 09, 2024 1:16 pm » in Personal Consumer Issues

19 Replies

879 Views

Last post by familythriftmd
Wed Dec 11, 2024 11:25 am
401k Contribution Timing

Last post by BD w/ Kung-Fu Grip « Wed Dec 11, 2024 11:25 am
Posted in Personal Investments
Replies: 4
by Bdouvs » Wed Dec 11, 2024 10:35 am » in Personal Investments

4 Replies

130 Views

Last post by BD w/ Kung-Fu Grip
Wed Dec 11, 2024 11:25 am
Nearing retirement. Too late for a Roth?

Last post by Admiral « Wed Dec 11, 2024 11:23 am
Posted in Personal Finance (Not Investing)
Replies: 4
by tomwood » Wed Dec 11, 2024 9:53 am » in Personal Finance (Not Investing)

4 Replies

230 Views

Last post by Admiral
Wed Dec 11, 2024 11:23 am
Rule of 55 Question

Last post by sailaway « Wed Dec 11, 2024 11:23 am
Posted in Investing - Theory, News & General
Replies: 46
by FreedomHawk » Sun Aug 25, 2024 1:35 pm » in Investing - Theory, News & General

46 Replies

5704 Views

Last post by sailaway
Wed Dec 11, 2024 11:23 am
CareHarmony

Last post by skepticalobserver « Wed Dec 11, 2024 11:22 am
Posted in Personal Consumer Issues
Replies: 2
by skepticalobserver » Wed Dec 11, 2024 11:17 am » in Personal Consumer Issues

2 Replies

56 Views

Last post by skepticalobserver
Wed Dec 11, 2024 11:22 am
Guessing healthcare costs in retirement

Last post by ichee_marone « Wed Dec 11, 2024 11:21 am
Posted in Personal Finance (Not Investing)
Replies: 17
by Wannaretireearly » Sat Dec 07, 2024 10:49 am » in Personal Finance (Not Investing)

17 Replies

1176 Views

Last post by ichee_marone
Wed Dec 11, 2024 11:21 am
Comments on paper "The Death of the 4% Rule ..." ?

Last post by rockstar « Wed Dec 11, 2024 11:21 am
Posted in Investing - Theory, News & General
Replies: 8
by goshenBogle » Wed Dec 11, 2024 9:56 am » in Investing - Theory, News & General

8 Replies

369 Views

Last post by rockstar
Wed Dec 11, 2024 11:21 am
Shiller PE now near 39 - 2nd highest ever

Last post by Circle the Wagons « Wed Dec 11, 2024 11:21 am
Posted in Investing - Theory, News & General
Replies: 655
by RationalWalk » Wed Oct 02, 2024 5:01 pm » in Investing - Theory, News & General
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655 Replies

54095 Views

Last post by Circle the Wagons
Wed Dec 11, 2024 11:21 am
An Observation About Momentum Factor Investing

Last post by Morik « Wed Dec 11, 2024 11:20 am
Posted in Investing - Theory, News & General
Replies: 21
by Benjamin Buffett » Mon Dec 09, 2024 5:06 pm » in Investing - Theory, News & General

21 Replies

1151 Views

Last post by Morik
Wed Dec 11, 2024 11:20 am
gas stoves leak gas even when off?

Last post by Dregob « Wed Dec 11, 2024 11:20 am
Posted in Personal Consumer Issues
Replies: 61
by anoop » Tue Dec 10, 2024 1:28 am » in Personal Consumer Issues
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61 Replies

3179 Views

Last post by Dregob
Wed Dec 11, 2024 11:20 am
Advice for buying a car in 2024

Last post by ETK517 « Wed Dec 11, 2024 11:19 am
Posted in Personal Consumer Issues
Replies: 59
by ETK517 » Wed Feb 21, 2024 12:37 pm » in Personal Consumer Issues
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59 Replies

12239 Views

Last post by ETK517
Wed Dec 11, 2024 11:19 am
Overseas retirement fund

Last post by Jack FFR1846 « Wed Dec 11, 2024 11:18 am
Posted in Personal Finance (Not Investing)
Replies: 1
by fittan » Wed Dec 11, 2024 11:10 am » in Personal Finance (Not Investing)

1 Replies

40 Views

Last post by Jack FFR1846
Wed Dec 11, 2024 11:18 am
Adjust Bathtub Faucet Temperature

Last post by DarkHelmetII « Wed Dec 11, 2024 11:18 am
Posted in Personal Consumer Issues
Replies: 19
by DarkHelmetII » Mon Dec 09, 2024 7:00 pm » in Personal Consumer Issues

19 Replies

1056 Views

Last post by DarkHelmetII
Wed Dec 11, 2024 11:18 am
Stop Playing

Last post by Hacksawdave « Wed Dec 11, 2024 11:17 am
Posted in Personal Investments
Replies: 27
by t24b350 » Tue Dec 10, 2024 7:53 pm » in Personal Investments

27 Replies

2705 Views

Last post by Hacksawdave
Wed Dec 11, 2024 11:17 am
Fidelity free/$5 Turbotax 2024

Last post by michaeljc70 « Wed Dec 11, 2024 11:16 am
Posted in Personal Finance (Not Investing)
Replies: 31
by TheRealJohnDoe » Wed Dec 04, 2024 7:49 pm » in Personal Finance (Not Investing)

31 Replies

5479 Views

Last post by michaeljc70
Wed Dec 11, 2024 11:16 am
20 AMP Plugs

Last post by Jack FFR1846 « Wed Dec 11, 2024 11:16 am
Posted in Personal Consumer Issues
Replies: 42
by stungerz » Wed Apr 29, 2020 5:51 pm » in Personal Consumer Issues

42 Replies

3850 Views

Last post by Jack FFR1846
Wed Dec 11, 2024 11:16 am
Capital loss and Retirement Accounts

Last post by lereh « Wed Dec 11, 2024 11:14 am
Posted in Personal Finance (Not Investing)
Replies: 11
by josephny » Wed Dec 11, 2024 8:54 am » in Personal Finance (Not Investing)

11 Replies

283 Views

Last post by lereh
Wed Dec 11, 2024 11:14 am
Lump sum question...

Last post by Titansub « Wed Dec 11, 2024 11:12 am
Posted in Personal Investments

by Titansub » Wed Dec 11, 2024 11:12 am » in Personal Investments

0 Replies

59 Views

Last post by Titansub
Wed Dec 11, 2024 11:12 am
Looking back were you too conservative when purchasing the home you raised your family in?

Last post by mike2026 « Wed Dec 11, 2024 11:10 am
Posted in Personal Finance (Not Investing)
Replies: 98
by MrCastaway » Mon Dec 09, 2024 2:08 pm » in Personal Finance (Not Investing)
1

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98 Replies

5719 Views

Last post by mike2026
Wed Dec 11, 2024 11:10 am
Fidelity NetBenefits account hacking

Last post by LadyGeek « Wed Dec 11, 2024 11:10 am
Posted in Personal Finance (Not Investing)
Replies: 185
by Rocinante Rider » Mon Oct 07, 2024 11:15 am » in Personal Finance (Not Investing)
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185 Replies

19095 Views

Last post by LadyGeek
Wed Dec 11, 2024 11:10 am
Anyone Glad they took Social Security Early?

Last post by michaeljc70 « Wed Dec 11, 2024 11:04 am
Posted in Personal Finance (Not Investing)
Replies: 169
by LaramieWind » Tue Aug 27, 2024 3:19 pm » in Personal Finance (Not Investing)
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169 Replies

29830 Views

Last post by michaeljc70
Wed Dec 11, 2024 11:04 am
2024 Year-end Distribution Estimates

Last post by jebmke « Wed Dec 11, 2024 11:01 am
Posted in Investing - Theory, News & General
Replies: 45
by Harri88 » Sun Nov 10, 2024 8:32 pm » in Investing - Theory, News & General

45 Replies

7477 Views

Last post by jebmke
Wed Dec 11, 2024 11:01 am
Tax treatment of Progressive Corp. Annual Dividend

Last post by pshonore « Wed Dec 11, 2024 11:00 am
Posted in Personal Investments
Replies: 6
by peratio » Tue Dec 10, 2024 1:23 pm » in Personal Investments

6 Replies

349 Views

Last post by pshonore
Wed Dec 11, 2024 11:00 am
Turbotax 2024 Download Version for Simulating Roth Contribution

Last post by ejm009 « Wed Dec 11, 2024 10:58 am
Posted in Personal Finance (Not Investing)
Replies: 1
by lawman3966 » Wed Dec 11, 2024 10:44 am » in Personal Finance (Not Investing)

1 Replies

66 Views

Last post by ejm009
Wed Dec 11, 2024 10:58 am
Bank of America/Merrill Edge - Preferred Rewards

Last post by stilllurking « Wed Dec 11, 2024 10:57 am
Posted in Personal Finance (Not Investing)
Replies: 8247
by navyitaly » Sun Nov 02, 2014 2:59 am » in Personal Finance (Not Investing)
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8247 Replies

1133284 Views

Last post by stilllurking
Wed Dec 11, 2024 10:57 am

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