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Tax Efficient Strategy using Tax-deferred, Roth, and Taxable accounts

Last post by FiveK « Thu Sep 21, 2023 10:04 pm
Posted in Personal Investments
Replies: 47
by smartinvestor2020 » Sat Aug 05, 2023 5:49 pm » in Personal Investments

47 Replies

3307 Views

Last post by FiveK
Thu Sep 21, 2023 10:04 pm
Portfolio Advice - recently relocated to the US

Last post by 4BcEJ9Q3 « Thu Sep 21, 2023 10:02 pm
Posted in Personal Investments
Replies: 6
by 4BcEJ9Q3 » Sun Sep 17, 2023 5:29 pm » in Personal Investments

6 Replies

794 Views

Last post by 4BcEJ9Q3
Thu Sep 21, 2023 10:02 pm
which cards let you issue virtual credit card numbers

Last post by tj « Thu Sep 21, 2023 10:00 pm
Posted in Personal Finance (Not Investing)
Replies: 38
by heartwood » Thu Sep 14, 2023 3:59 pm » in Personal Finance (Not Investing)

38 Replies

3646 Views

Last post by tj
Thu Sep 21, 2023 10:00 pm
1Password

Last post by anagram « Thu Sep 21, 2023 9:59 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by anagram » Thu Sep 21, 2023 5:42 pm » in Personal Finance (Not Investing)

10 Replies

644 Views

Last post by anagram
Thu Sep 21, 2023 9:59 pm
Traditional IRA [convert or start new Roth]

Last post by FiveK « Thu Sep 21, 2023 9:58 pm
Posted in Personal Investments
Replies: 35
by lauhenrom11 » Wed Sep 20, 2023 10:17 am » in Personal Investments

35 Replies

1473 Views

Last post by FiveK
Thu Sep 21, 2023 9:58 pm
Where to get a signature guarantee

Last post by nonnie « Thu Sep 21, 2023 9:58 pm
Posted in Personal Investments
Replies: 6
by metalworking » Thu Sep 21, 2023 8:46 pm » in Personal Investments

6 Replies

277 Views

Last post by nonnie
Thu Sep 21, 2023 9:58 pm
Dr.Gold : iterating on the Golden Butterfly

Last post by scout1 « Thu Sep 21, 2023 9:57 pm
Posted in Personal Investments
Replies: 1
by monkeywicked » Thu Sep 21, 2023 9:17 pm » in Personal Investments

1 Replies

113 Views

Last post by scout1
Thu Sep 21, 2023 9:57 pm
Experience with In-service Rollovers to a Roth IRA

Last post by KiwiBobs « Thu Sep 21, 2023 9:57 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by abw » Thu Sep 21, 2023 1:17 pm » in Personal Finance (Not Investing)

8 Replies

365 Views

Last post by KiwiBobs
Thu Sep 21, 2023 9:57 pm
Debit card fraud

Last post by balbrec2 « Thu Sep 21, 2023 9:53 pm
Posted in Personal Finance (Not Investing)
Replies: 20
by Dead Man Walking » Wed Sep 20, 2023 8:33 pm » in Personal Finance (Not Investing)

20 Replies

1830 Views

Last post by balbrec2
Thu Sep 21, 2023 9:53 pm
What length of time to have Term Life Insurance?

Last post by FIRWYW « Thu Sep 21, 2023 9:53 pm
Posted in Personal Finance (Not Investing)
Replies: 41
by saver1 » Wed Sep 20, 2023 10:03 am » in Personal Finance (Not Investing)

41 Replies

2154 Views

Last post by FIRWYW
Thu Sep 21, 2023 9:53 pm
Aren't you an above-average investor?

Last post by Normchad « Thu Sep 21, 2023 9:52 pm
Posted in Investing - Theory, News & General
Replies: 72
by simpleisbest » Thu Sep 21, 2023 9:29 am » in Investing - Theory, News & General
1

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72 Replies

3159 Views

Last post by Normchad
Thu Sep 21, 2023 9:52 pm
Federal pension for older folks

Last post by stan1 « Thu Sep 21, 2023 9:52 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by vk22 » Thu Sep 21, 2023 9:35 pm » in Personal Finance (Not Investing)

1 Replies

126 Views

Last post by stan1
Thu Sep 21, 2023 9:52 pm
Best space saving bike rack?

Last post by 67Bosox « Thu Sep 21, 2023 9:49 pm
Posted in Personal Consumer Issues
Replies: 29
by jplee3 » Wed Sep 20, 2023 11:23 am » in Personal Consumer Issues

29 Replies

1684 Views

Last post by 67Bosox
Thu Sep 21, 2023 9:49 pm
VMFXX

Last post by southernlucky « Thu Sep 21, 2023 9:47 pm
Posted in Personal Investments
Replies: 1
by joelly » Thu Sep 21, 2023 9:34 pm » in Personal Investments

1 Replies

162 Views

Last post by southernlucky
Thu Sep 21, 2023 9:47 pm
Portfolio tune-up?

Last post by cornfarmer « Thu Sep 21, 2023 9:42 pm
Posted in Personal Investments
Replies: 6
by cornfarmer » Wed Sep 20, 2023 4:04 pm » in Personal Investments

6 Replies

667 Views

Last post by cornfarmer
Thu Sep 21, 2023 9:42 pm
First Time Snowboarding..Should I?

Last post by gfirero « Thu Sep 21, 2023 9:41 pm
Posted in Personal Consumer Issues
Replies: 13
by zeldak » Thu Sep 21, 2023 7:38 pm » in Personal Consumer Issues

13 Replies

565 Views

Last post by gfirero
Thu Sep 21, 2023 9:41 pm
What are you listening to now

Last post by vnatale « Thu Sep 21, 2023 9:39 pm
Posted in Personal Consumer Issues
Replies: 4726
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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4726 Replies

356999 Views

Last post by vnatale
Thu Sep 21, 2023 9:39 pm
Low cost cellular phone service plans

Last post by iamlucky13 « Thu Sep 21, 2023 9:38 pm
Posted in Personal Consumer Issues
Replies: 30
by gotoparks » Thu Sep 21, 2023 3:38 am » in Personal Consumer Issues

30 Replies

1860 Views

Last post by iamlucky13
Thu Sep 21, 2023 9:38 pm
VTSAX and VBTLX

Last post by gavinsiu « Thu Sep 21, 2023 9:37 pm
Posted in Personal Investments
Replies: 7
by OutdoorED » Thu Sep 21, 2023 3:35 pm » in Personal Investments

7 Replies

704 Views

Last post by gavinsiu
Thu Sep 21, 2023 9:37 pm
Pension denied with Northrop Grumman

Last post by Alfonsia « Thu Sep 21, 2023 9:35 pm
Posted in Personal Finance (Not Investing)
Replies: 28
by Frankfurter123 » Tue Sep 19, 2023 2:38 pm » in Personal Finance (Not Investing)

28 Replies

6647 Views

Last post by Alfonsia
Thu Sep 21, 2023 9:35 pm
Deflation protection with TIPS

Last post by strummer6969 « Thu Sep 21, 2023 9:34 pm
Posted in Investing - Theory, News & General
Replies: 30
by strongboy2005 » Wed Sep 20, 2023 5:50 pm » in Investing - Theory, News & General

30 Replies

2417 Views

Last post by strummer6969
Thu Sep 21, 2023 9:34 pm
Transfer of maturing IRA CD to Fidelity (pull)

Last post by typical.investor « Thu Sep 21, 2023 9:32 pm
Posted in Investing - Theory, News & General
Replies: 2
by MacktheKnife » Thu Sep 21, 2023 7:58 pm » in Investing - Theory, News & General

2 Replies

150 Views

Last post by typical.investor
Thu Sep 21, 2023 9:32 pm
Open Links in New Tab/Window

Last post by cheesepep « Thu Sep 21, 2023 9:31 pm
Posted in Forum Issues and Administration
Replies: 23
by southerndoc » Sat Dec 31, 2022 5:48 pm » in Forum Issues and Administration

23 Replies

2807 Views

Last post by cheesepep
Thu Sep 21, 2023 9:31 pm
Feeling silly for buying long term bonds

Last post by rule of law guy « Thu Sep 21, 2023 9:30 pm
Posted in Personal Investments
Replies: 4
by boringinvestor » Thu Sep 21, 2023 9:13 pm » in Personal Investments

4 Replies

355 Views

Last post by rule of law guy
Thu Sep 21, 2023 9:30 pm
Marcus Bank - Closing Account

Last post by go786 « Thu Sep 21, 2023 9:29 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by rich126 » Thu Sep 21, 2023 11:27 am » in Personal Finance (Not Investing)

2 Replies

463 Views

Last post by go786
Thu Sep 21, 2023 9:29 pm
Tesla savings vs used ICE cars

Last post by jplee3 « Thu Sep 21, 2023 9:26 pm
Posted in Personal Consumer Issues
Replies: 63
by jplee3 » Sat Sep 16, 2023 1:00 pm » in Personal Consumer Issues
1

2
63 Replies

5043 Views

Last post by jplee3
Thu Sep 21, 2023 9:26 pm
Recent ER Reductions

Last post by arcticpineapplecorp. « Thu Sep 21, 2023 9:26 pm
Posted in Investing - Theory, News & General
Replies: 21
by Cocoa Beach Bum » Mon Sep 18, 2023 6:35 pm » in Investing - Theory, News & General

21 Replies

2916 Views

Last post by arcticpineapplecorp.
Thu Sep 21, 2023 9:26 pm
Emergency Fund

Last post by Puyi « Thu Sep 21, 2023 9:25 pm
Posted in Personal Finance (Not Investing)
Replies: 19
by naturewalker420 » Mon Sep 04, 2023 7:43 am » in Personal Finance (Not Investing)

19 Replies

1622 Views

Last post by Puyi
Thu Sep 21, 2023 9:25 pm
529 Plan Question

Last post by secondcor521 « Thu Sep 21, 2023 9:24 pm
Posted in Personal Finance (Not Investing)
Replies: 12
by Bayousorciere » Sun Sep 10, 2023 8:21 am » in Personal Finance (Not Investing)

12 Replies

1264 Views

Last post by secondcor521
Thu Sep 21, 2023 9:24 pm
Now that long TIPS have surged past 2.25% I will…

Last post by kalarama « Thu Sep 21, 2023 9:20 pm
Posted in Investing - Theory, News & General
Replies: 1288
by McQ » Sun Sep 18, 2022 11:08 pm » in Investing - Theory, News & General
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1288 Replies

144357 Views

Last post by kalarama
Thu Sep 21, 2023 9:20 pm
All my TIPS are presently in negative territory

Last post by kxl19 « Thu Sep 21, 2023 9:18 pm
Posted in Investing - Theory, News & General
Replies: 49
by Always passive » Sun Sep 17, 2023 8:27 am » in Investing - Theory, News & General

49 Replies

5264 Views

Last post by kxl19
Thu Sep 21, 2023 9:18 pm
changing G plan to N supplement plan?

Last post by Tom_T « Thu Sep 21, 2023 9:17 pm
Posted in Personal Finance (Not Investing)
Replies: 49
by rb5505 » Sun Sep 17, 2023 12:10 am » in Personal Finance (Not Investing)

49 Replies

4113 Views

Last post by Tom_T
Thu Sep 21, 2023 9:17 pm
Money Market Optimizer Spreadsheet - Releases, Bugs, etc.

Last post by bbrock « Thu Sep 21, 2023 9:17 pm
Posted in Investing - Theory, News & General
Replies: 267
by retiringwhen » Tue Apr 04, 2023 9:17 am » in Investing - Theory, News & General
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267 Replies

42307 Views

Last post by bbrock
Thu Sep 21, 2023 9:17 pm
Why Not a Bank CD Instead of a Bond Fund?

Last post by Kinkajou82 « Thu Sep 21, 2023 9:16 pm
Posted in Personal Investments
Replies: 46
by Drewski04 » Thu Sep 21, 2023 11:10 am » in Personal Investments

46 Replies

2336 Views

Last post by Kinkajou82
Thu Sep 21, 2023 9:16 pm
Delinquent 5500-EZ, maybe?

Last post by illumination « Thu Sep 21, 2023 9:16 pm
Posted in Personal Investments
Replies: 10
by bjuneure » Thu Sep 21, 2023 7:13 am » in Personal Investments

10 Replies

785 Views

Last post by illumination
Thu Sep 21, 2023 9:16 pm
Has Edward Jones changed its practices?

Last post by suemarkp « Thu Sep 21, 2023 9:10 pm
Posted in Investing - Theory, News & General
Replies: 23
by GerryL » Wed Sep 20, 2023 9:08 pm » in Investing - Theory, News & General

23 Replies

3000 Views

Last post by suemarkp
Thu Sep 21, 2023 9:10 pm
How are you self-insuring for long-term care?

Last post by ondarvr « Thu Sep 21, 2023 9:06 pm
Posted in Investing - Theory, News & General
Replies: 42
by RationalWalk » Wed Sep 20, 2023 5:07 pm » in Investing - Theory, News & General

42 Replies

3673 Views

Last post by ondarvr
Thu Sep 21, 2023 9:06 pm
Value Investing Forums / Websites ?

Last post by arcticpineapplecorp. « Thu Sep 21, 2023 9:04 pm
Posted in Investing - Theory, News & General
Replies: 17
by Fat-Tailed Contagion » Wed Sep 20, 2023 6:35 pm » in Investing - Theory, News & General

17 Replies

1259 Views

Last post by arcticpineapplecorp.
Thu Sep 21, 2023 9:04 pm
Lazy workout routines: what to add to rowing?

Last post by vnatale « Thu Sep 21, 2023 9:00 pm
Posted in Personal Consumer Issues
Replies: 37
by LaniK1 » Thu Sep 21, 2023 8:15 am » in Personal Consumer Issues

37 Replies

1847 Views

Last post by vnatale
Thu Sep 21, 2023 9:00 pm
Portfolio Review - how to optimize for retirement

Last post by AdvertisingPretend98 « Thu Sep 21, 2023 8:55 pm
Posted in Personal Investments

by AdvertisingPretend98 » Thu Sep 21, 2023 8:55 pm » in Personal Investments

0 Replies

19 Views

Last post by AdvertisingPretend98
Thu Sep 21, 2023 8:55 pm
IRS Form 1116 (foreign income tax paid)

Last post by grabiner « Thu Sep 21, 2023 8:54 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by redeem_ct » Thu Sep 21, 2023 1:33 am » in Personal Finance (Not Investing)

5 Replies

545 Views

Last post by grabiner
Thu Sep 21, 2023 8:54 pm
bonds at discount in bond funds

Last post by toddthebod « Thu Sep 21, 2023 8:53 pm
Posted in Personal Investments
Replies: 14
by chr » Thu Sep 21, 2023 8:48 am » in Personal Investments

14 Replies

726 Views

Last post by toddthebod
Thu Sep 21, 2023 8:53 pm
CA Long term Muni Bond fund - continue?

Last post by grabiner « Thu Sep 21, 2023 8:50 pm
Posted in Investing - Theory, News & General
Replies: 29
by Wannaretireearly » Tue Sep 19, 2023 11:57 am » in Investing - Theory, News & General

29 Replies

1921 Views

Last post by grabiner
Thu Sep 21, 2023 8:50 pm
What is the risk of using Vanguard's 4-hour log-in option?

Last post by vnatale « Thu Sep 21, 2023 8:49 pm
Posted in Personal Consumer Issues
Replies: 14
by CenTexan » Fri Sep 15, 2023 9:29 am » in Personal Consumer Issues

14 Replies

2341 Views

Last post by vnatale
Thu Sep 21, 2023 8:49 pm
Should I keep my TIAA GSRA?

Last post by student « Thu Sep 21, 2023 8:44 pm
Posted in Personal Investments
Replies: 2
by gwu11 » Thu Sep 21, 2023 10:56 am » in Personal Investments

2 Replies

322 Views

Last post by student
Thu Sep 21, 2023 8:44 pm
4%+ munis

Last post by grabiner « Thu Sep 21, 2023 8:41 pm
Posted in Personal Investments
Replies: 2
by sp226 » Thu Sep 21, 2023 8:11 am » in Personal Investments

2 Replies

498 Views

Last post by grabiner
Thu Sep 21, 2023 8:41 pm
What Movie Have You Recently Watched?

Last post by solarcub « Thu Sep 21, 2023 8:40 pm
Posted in Personal Consumer Issues
Replies: 10304
by abuss368 » Sat Aug 30, 2014 3:35 pm » in Personal Consumer Issues
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10304 Replies

1865048 Views

Last post by solarcub
Thu Sep 21, 2023 8:40 pm
Costco - Executive Membership for big purchases

Last post by sailaway « Thu Sep 21, 2023 8:39 pm
Posted in Personal Consumer Issues
Replies: 10
by michaeljc70 » Thu Sep 21, 2023 5:55 pm » in Personal Consumer Issues

10 Replies

945 Views

Last post by sailaway
Thu Sep 21, 2023 8:39 pm
International large value etf options

Last post by JohnFromPNW « Thu Sep 21, 2023 8:35 pm
Posted in Personal Investments
Replies: 13
by placeholder » Sun Oct 09, 2022 9:44 pm » in Personal Investments

13 Replies

1477 Views

Last post by JohnFromPNW
Thu Sep 21, 2023 8:35 pm
selling individual stock

Last post by arcticpineapplecorp. « Thu Sep 21, 2023 8:33 pm
Posted in Personal Investments
Replies: 9
by Youngbuck21 » Thu Sep 21, 2023 1:45 pm » in Personal Investments

9 Replies

456 Views

Last post by arcticpineapplecorp.
Thu Sep 21, 2023 8:33 pm

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