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Converting a stock bought in Traditional brokerage IRA to a Roth Brokerage IRA

Last post by basskleff « Fri Aug 19, 2022 12:13 am
Posted in Personal Investments
Replies: 12
by basskleff » Thu Aug 18, 2022 11:57 am » in Personal Investments

12 Replies

445 Views

Last post by basskleff
Fri Aug 19, 2022 12:13 am
Wade Pfau's Retirement (2.2% SWR, Annuities)

Last post by marshall « Fri Aug 19, 2022 12:12 am
Posted in Personal Finance (Not Investing)
Replies: 242
by Kaione » Mon Aug 15, 2022 10:03 am » in Personal Finance (Not Investing)
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242 Replies

14099 Views

Last post by marshall
Fri Aug 19, 2022 12:12 am
Vanguard UI

Last post by rossington « Fri Aug 19, 2022 12:11 am
Posted in Personal Consumer Issues
Replies: 10
by boogiehead » Wed May 11, 2022 10:38 pm » in Personal Consumer Issues

10 Replies

991 Views

Last post by rossington
Fri Aug 19, 2022 12:11 am
Confused about Roth rollovers and applications

Last post by relativeratio « Fri Aug 19, 2022 12:07 am
Posted in Personal Investments
Replies: 5
by relativeratio » Thu Aug 18, 2022 4:42 am » in Personal Investments

5 Replies

462 Views

Last post by relativeratio
Fri Aug 19, 2022 12:07 am
Can I get paid to take care of an elderly?

Last post by Invictus002 « Fri Aug 19, 2022 12:07 am
Posted in Personal Finance (Not Investing)
Replies: 1
by Vanguard User » Thu Aug 18, 2022 11:31 pm » in Personal Finance (Not Investing)

1 Replies

124 Views

Last post by Invictus002
Fri Aug 19, 2022 12:07 am
How much will .25% cost me in fees?

Last post by investorpeter « Fri Aug 19, 2022 12:06 am
Posted in Personal Investments
Replies: 10
by passive101 » Thu Aug 18, 2022 9:37 pm » in Personal Investments

10 Replies

652 Views

Last post by investorpeter
Fri Aug 19, 2022 12:06 am
Long(ish) term storage for computer files?

Last post by Northern Flicker « Fri Aug 19, 2022 12:02 am
Posted in Personal Consumer Issues
Replies: 59
by NYCaviator » Sat Aug 13, 2022 5:22 pm » in Personal Consumer Issues
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59 Replies

3611 Views

Last post by Northern Flicker
Fri Aug 19, 2022 12:02 am
Dark Chocolate heads Rejoice !!!

Last post by JS-Elcano « Thu Aug 18, 2022 11:59 pm
Posted in Personal Consumer Issues
Replies: 132
by Horton » Sat Jun 05, 2021 12:40 pm » in Personal Consumer Issues
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132 Replies

15819 Views

Last post by JS-Elcano
Thu Aug 18, 2022 11:59 pm
Let's Talk SPX Box Spreads

Last post by adamhg « Thu Aug 18, 2022 11:53 pm
Posted in Investing - Theory, News & General
Replies: 327
by GeraniumLover » Mon Feb 21, 2022 10:47 am » in Investing - Theory, News & General
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327 Replies

28706 Views

Last post by adamhg
Thu Aug 18, 2022 11:53 pm
Treasuries in portfolio spreadsheet

Last post by RustyShackleford « Thu Aug 18, 2022 11:52 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by RustyShackleford » Wed Aug 17, 2022 6:22 pm » in Personal Finance (Not Investing)

7 Replies

692 Views

Last post by RustyShackleford
Thu Aug 18, 2022 11:52 pm
If you have more than 13k in short term gain would you spread it out over two years or take it in one?

Last post by placeholder « Thu Aug 18, 2022 11:50 pm
Posted in Personal Investments
Replies: 7
by iamblessed » Thu Aug 18, 2022 1:08 pm » in Personal Investments

7 Replies

451 Views

Last post by placeholder
Thu Aug 18, 2022 11:50 pm
Which State Do I Owe State Income Taxes to?

Last post by CFM300 « Thu Aug 18, 2022 11:48 pm
Posted in Personal Finance (Not Investing)
Replies: 12
by Kookaburra » Thu Aug 18, 2022 7:24 pm » in Personal Finance (Not Investing)

12 Replies

695 Views

Last post by CFM300
Thu Aug 18, 2022 11:48 pm
Refinance a new car loan for a better rate after 3 months

Last post by Goal33 « Thu Aug 18, 2022 11:42 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by Cognitive_Squeeze » Thu Aug 18, 2022 11:09 pm » in Personal Finance (Not Investing)

2 Replies

134 Views

Last post by Goal33
Thu Aug 18, 2022 11:42 pm
Affording a new home mortage in retirment?

Last post by Mel Lindauer « Thu Aug 18, 2022 11:40 pm
Posted in Personal Finance (Not Investing)
Replies: 22
by wilsonj434 » Sat Aug 06, 2022 5:25 pm » in Personal Finance (Not Investing)

22 Replies

2434 Views

Last post by Mel Lindauer
Thu Aug 18, 2022 11:40 pm
Bank of America/Merrill Edge - Preferred Rewards

Last post by anon_investor « Thu Aug 18, 2022 11:37 pm
Posted in Personal Finance (Not Investing)
Replies: 3621
by navyitaly » Sun Nov 02, 2014 3:59 am » in Personal Finance (Not Investing)
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3621 Replies

428564 Views

Last post by anon_investor
Thu Aug 18, 2022 11:37 pm
Problems with Ally Bank?

Last post by anon_investor « Thu Aug 18, 2022 11:36 pm
Posted in Personal Finance (Not Investing)
Replies: 17
by MrWasabi65 » Thu Aug 18, 2022 1:58 pm » in Personal Finance (Not Investing)

17 Replies

1311 Views

Last post by anon_investor
Thu Aug 18, 2022 11:36 pm
Can I retire in June 2023?

Last post by marcopolo « Thu Aug 18, 2022 11:28 pm
Posted in Personal Investments
Replies: 39
by Hat » Thu Aug 18, 2022 9:36 am » in Personal Investments

39 Replies

3680 Views

Last post by marcopolo
Thu Aug 18, 2022 11:28 pm
multi family syndicates - experiencw

Last post by Ceejj « Thu Aug 18, 2022 11:16 pm
Posted in Personal Investments
Replies: 4
by wish_to_retire » Thu Aug 18, 2022 7:45 pm » in Personal Investments

4 Replies

421 Views

Last post by Ceejj
Thu Aug 18, 2022 11:16 pm
Investment advice

Last post by ap2x8 « Thu Aug 18, 2022 11:15 pm
Posted in Personal Investments

by ap2x8 » Thu Aug 18, 2022 11:15 pm » in Personal Investments

0 Replies

62 Views

Last post by ap2x8
Thu Aug 18, 2022 11:15 pm
Fidelity as a one stop shop

Last post by anon_investor « Thu Aug 18, 2022 11:11 pm
Posted in Personal Finance (Not Investing)
Replies: 2769
by BogleMelon » Sat Dec 15, 2018 9:33 pm » in Personal Finance (Not Investing)
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2769 Replies

408239 Views

Last post by anon_investor
Thu Aug 18, 2022 11:11 pm
Simplifying the Traditional versus Roth wiki articles

Last post by Lee_WSP « Thu Aug 18, 2022 11:06 pm
Posted in Personal Finance (Not Investing)
Replies: 15
by FiveK » Thu Aug 11, 2022 5:20 pm » in Personal Finance (Not Investing)

15 Replies

1193 Views

Last post by Lee_WSP
Thu Aug 18, 2022 11:06 pm
TIPs: The final year in the life of a 5 year TIP

Last post by CraigTester « Thu Aug 18, 2022 11:04 pm
Posted in Investing - Theory, News & General
Replies: 72
by grok87 » Fri Apr 15, 2022 8:45 am » in Investing - Theory, News & General
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72 Replies

7508 Views

Last post by CraigTester
Thu Aug 18, 2022 11:04 pm
New fee for Vanguard mutual accounts

Last post by Oicuryy « Thu Aug 18, 2022 11:00 pm
Posted in Investing - Theory, News & General
Replies: 584
by Iorek » Mon Aug 08, 2022 11:25 am » in Investing - Theory, News & General
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584 Replies

40392 Views

Last post by Oicuryy
Thu Aug 18, 2022 11:00 pm
What to do with inherited assets including a variable annuity and TSP? Help please.

Last post by 41fan « Thu Aug 18, 2022 10:57 pm
Posted in Personal Investments
Replies: 4
by 41fan » Thu Aug 18, 2022 5:09 pm » in Personal Investments

4 Replies

328 Views

Last post by 41fan
Thu Aug 18, 2022 10:57 pm
Transferring Keepass Data to New Computer

Last post by lawman3966 « Thu Aug 18, 2022 10:55 pm
Posted in Personal Consumer Issues
Replies: 9
by lawman3966 » Thu Aug 18, 2022 1:04 am » in Personal Consumer Issues

9 Replies

568 Views

Last post by lawman3966
Thu Aug 18, 2022 10:55 pm
Who Pays? [Neighbor developing backyard "discovered" my sewer lateral]

Last post by Kobinator « Thu Aug 18, 2022 10:54 pm
Posted in Personal Consumer Issues
Replies: 97
by Kobinator » Wed Feb 09, 2022 11:37 am » in Personal Consumer Issues
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97 Replies

12921 Views

Last post by Kobinator
Thu Aug 18, 2022 10:54 pm
Which Investment to Liquidate for Large RE Purchase

Last post by uglymcmuffin « Thu Aug 18, 2022 10:53 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by csm » Thu Aug 18, 2022 7:11 pm » in Personal Finance (Not Investing)

4 Replies

302 Views

Last post by uglymcmuffin
Thu Aug 18, 2022 10:53 pm
BH Zoom meeting- Stoicism & Behavioral Finance- Wed 8/24/22- 8:00 pm ET

Last post by Fallible « Thu Aug 18, 2022 10:51 pm
Posted in US Chapters
Replies: 12
by Miriam2 » Tue Aug 16, 2022 3:29 pm » in US Chapters

12 Replies

722 Views

Last post by Fallible
Thu Aug 18, 2022 10:51 pm
Stock market from 2000 - 2013

Last post by ralphboy « Thu Aug 18, 2022 10:50 pm
Posted in Investing - Theory, News & General
Replies: 21
by anthonypals » Thu Aug 18, 2022 7:18 pm » in Investing - Theory, News & General

21 Replies

999 Views

Last post by ralphboy
Thu Aug 18, 2022 10:50 pm
Treasury yields- 3 mos vs 1 yr, 3 yr but with similar YTM

Last post by exodusNH « Thu Aug 18, 2022 10:45 pm
Posted in Investing - Theory, News & General
Replies: 6
by Lecture » Thu Aug 18, 2022 5:38 pm » in Investing - Theory, News & General

6 Replies

541 Views

Last post by exodusNH
Thu Aug 18, 2022 10:45 pm
Crawl Space Moisture-Real or Scam

Last post by eddot98 « Thu Aug 18, 2022 10:39 pm
Posted in Personal Consumer Issues
Replies: 2
by beachmom » Thu Aug 18, 2022 8:03 pm » in Personal Consumer Issues

2 Replies

410 Views

Last post by eddot98
Thu Aug 18, 2022 10:39 pm
Why do we market weight USA equity but not global equity?

Last post by Beensabu « Thu Aug 18, 2022 10:33 pm
Posted in Investing - Theory, News & General
Replies: 75
by Trance » Tue Aug 16, 2022 11:39 am » in Investing - Theory, News & General
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75 Replies

4667 Views

Last post by Beensabu
Thu Aug 18, 2022 10:33 pm
I Bonds Mega Thread (I Bond Heads Rejoice!)

Last post by rickwmm « Thu Aug 18, 2022 10:28 pm
Posted in Investing - Theory, News & General
Replies: 3456
by tomsense76 » Tue Apr 13, 2021 10:39 pm » in Investing - Theory, News & General
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3456 Replies

373296 Views

Last post by rickwmm
Thu Aug 18, 2022 10:28 pm
The new passed climate bill: optimizing home purchases for tax savings?

Last post by harikaried « Thu Aug 18, 2022 10:22 pm
Posted in Personal Finance (Not Investing)
Replies: 46
by YoungSisyphus » Mon Aug 15, 2022 7:01 am » in Personal Finance (Not Investing)

46 Replies

4697 Views

Last post by harikaried
Thu Aug 18, 2022 10:22 pm
Single fund/investment for young person

Last post by the_wiki « Thu Aug 18, 2022 10:21 pm
Posted in Personal Investments
Replies: 15
by the_wiki » Thu Aug 18, 2022 11:57 am » in Personal Investments

15 Replies

845 Views

Last post by the_wiki
Thu Aug 18, 2022 10:21 pm
Why Own Corporate Bonds?

Last post by enad « Thu Aug 18, 2022 10:18 pm
Posted in Investing - Theory, News & General
Replies: 84
by zero_coupon » Sat Aug 06, 2022 12:41 am » in Investing - Theory, News & General
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84 Replies

7176 Views

Last post by enad
Thu Aug 18, 2022 10:18 pm
What is your age and asset allocation ?

Last post by uprotmfgai « Thu Aug 18, 2022 10:15 pm
Posted in Investing - Theory, News & General
Replies: 998
by poppa23 » Mon Aug 31, 2020 11:06 pm » in Investing - Theory, News & General
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998 Replies

106218 Views

Last post by uprotmfgai
Thu Aug 18, 2022 10:15 pm
I don’t understand my TIPS

Last post by FactualFran « Thu Aug 18, 2022 10:15 pm
Posted in Personal Investments
Replies: 11
by strongboy2005 » Thu Aug 18, 2022 8:36 pm » in Personal Investments

11 Replies

559 Views

Last post by FactualFran
Thu Aug 18, 2022 10:15 pm
What's in Rick Ferri's portfolio?

Last post by abuss368 « Thu Aug 18, 2022 10:05 pm
Posted in Investing - Theory, News & General
Replies: 24
by Rick Ferri » Thu Aug 18, 2022 12:10 pm » in Investing - Theory, News & General

24 Replies

2870 Views

Last post by abuss368
Thu Aug 18, 2022 10:05 pm
Strange twist of indexing: Strive ETFs

Last post by PicassoSparks « Thu Aug 18, 2022 10:01 pm
Posted in Investing - Theory, News & General
Replies: 16
by SteadyOne » Thu Aug 11, 2022 8:23 pm » in Investing - Theory, News & General

16 Replies

1386 Views

Last post by PicassoSparks
Thu Aug 18, 2022 10:01 pm
Selling higher-end wine [updated with full inventory, 98 bottles]

Last post by Bogle7 « Thu Aug 18, 2022 9:59 pm
Posted in Personal Consumer Issues
Replies: 25
by bismarck23 » Sat Jun 18, 2022 11:59 pm » in Personal Consumer Issues

25 Replies

2926 Views

Last post by Bogle7
Thu Aug 18, 2022 9:59 pm
Savings goals

Last post by runner3081 « Thu Aug 18, 2022 9:58 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by Andymoler58 » Thu Aug 18, 2022 9:34 pm » in Personal Finance (Not Investing)

2 Replies

286 Views

Last post by runner3081
Thu Aug 18, 2022 9:58 pm
Taking a career break

Last post by NaturallyHorizontal « Thu Aug 18, 2022 9:57 pm
Posted in Personal Finance (Not Investing)
Replies: 28
by NaturallyHorizontal » Wed Aug 17, 2022 9:38 am » in Personal Finance (Not Investing)

28 Replies

3719 Views

Last post by NaturallyHorizontal
Thu Aug 18, 2022 9:57 pm
Maybe switching from Betterment. Which company will work best to auto invest with 2 goals?

Last post by PicassoSparks « Thu Aug 18, 2022 9:57 pm
Posted in Personal Investments
Replies: 7
by passive101 » Thu Aug 18, 2022 3:24 pm » in Personal Investments

7 Replies

515 Views

Last post by PicassoSparks
Thu Aug 18, 2022 9:57 pm
Does it makes sense to buy a house in August 22?

Last post by Kookaburra « Thu Aug 18, 2022 9:54 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by SleeplessInSEA » Thu Aug 18, 2022 6:48 pm » in Personal Finance (Not Investing)

7 Replies

592 Views

Last post by Kookaburra
Thu Aug 18, 2022 9:54 pm
Take money out of 401k and pay tax now and put it into a Roth ?

Last post by placeholder « Thu Aug 18, 2022 9:51 pm
Posted in Personal Investments
Replies: 12
by goldfinger22 » Thu Aug 18, 2022 11:47 am » in Personal Investments

12 Replies

796 Views

Last post by placeholder
Thu Aug 18, 2022 9:51 pm
Buying/selling 1 yr treasury

Last post by Tom_T « Thu Aug 18, 2022 9:44 pm
Posted in Investing - Theory, News & General
Replies: 14
by hoops777 » Fri May 06, 2022 1:52 pm » in Investing - Theory, News & General

14 Replies

1313 Views

Last post by Tom_T
Thu Aug 18, 2022 9:44 pm
Can VBIAX be converted to VTI?

Last post by placeholder « Thu Aug 18, 2022 9:40 pm
Posted in Personal Investments
Replies: 13
by Swimmer » Thu Aug 18, 2022 11:02 am » in Personal Investments

13 Replies

806 Views

Last post by placeholder
Thu Aug 18, 2022 9:40 pm
Cross country move.....

Last post by tooluser « Thu Aug 18, 2022 9:40 pm
Posted in Personal Consumer Issues
Replies: 32
by four7s » Thu Jan 14, 2021 4:07 pm » in Personal Consumer Issues

32 Replies

3202 Views

Last post by tooluser
Thu Aug 18, 2022 9:40 pm
Best way to reinforce this slatted bedframe support rail?

Last post by Sand101 « Thu Aug 18, 2022 9:38 pm
Posted in Personal Consumer Issues
Replies: 24
by jplee3 » Mon Jul 11, 2022 1:39 am » in Personal Consumer Issues

24 Replies

1519 Views

Last post by Sand101
Thu Aug 18, 2022 9:38 pm

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