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ImmediateAnnuities.com

Last post by jimishooch « Mon Jan 30, 2023 7:54 pm
Posted in Investing - Theory, News & General
Replies: 26
by jackoak » Thu Jul 01, 2021 7:09 am » in Investing - Theory, News & General

26 Replies

3242 Views

Last post by jimishooch
Mon Jan 30, 2023 7:54 pm
Perfect timing for EDV (Long term treasury)

Last post by secondopinion « Mon Jan 30, 2023 7:51 pm
Posted in Personal Investments
Replies: 18
by iCare » Mon Jan 30, 2023 7:34 am » in Personal Investments

18 Replies

1018 Views

Last post by secondopinion
Mon Jan 30, 2023 7:51 pm
Vanguard cost basis and accounting choices for CDs, Treasuries, Bonds, Etc.

Last post by water2357 « Mon Jan 30, 2023 7:50 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by water2357 » Mon Jan 30, 2023 4:53 am » in Personal Finance (Not Investing)

3 Replies

199 Views

Last post by water2357
Mon Jan 30, 2023 7:50 pm
Car buying in 2023?

Last post by Carguy85 « Mon Jan 30, 2023 7:49 pm
Posted in Personal Finance (Not Investing)
Replies: 21
by z91 » Mon Jan 30, 2023 2:46 pm » in Personal Finance (Not Investing)

21 Replies

1710 Views

Last post by Carguy85
Mon Jan 30, 2023 7:49 pm
Age and probability of needing long term care?

Last post by TN_Boy « Mon Jan 30, 2023 7:49 pm
Posted in Personal Finance (Not Investing)
Replies: 110
by Fremdon Ferndock » Fri Jan 20, 2023 10:05 am » in Personal Finance (Not Investing)
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110 Replies

7575 Views

Last post by TN_Boy
Mon Jan 30, 2023 7:49 pm
Wood damaged near downspout

Last post by biscuit5 « Mon Jan 30, 2023 7:47 pm
Posted in Personal Consumer Issues
Replies: 12
by student » Mon Jan 30, 2023 3:11 pm » in Personal Consumer Issues

12 Replies

590 Views

Last post by biscuit5
Mon Jan 30, 2023 7:47 pm
Thank you to everyone who encouraged me to buy more equities

Last post by AnnetteLouisan « Mon Jan 30, 2023 7:47 pm
Posted in Personal Investments
Replies: 43
by AnnetteLouisan » Sun Jan 29, 2023 8:11 pm » in Personal Investments

43 Replies

4358 Views

Last post by AnnetteLouisan
Mon Jan 30, 2023 7:47 pm
Small HSA overcontribution

Last post by FedGuy « Mon Jan 30, 2023 7:47 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by FedGuy » Sun Jan 29, 2023 6:13 pm » in Personal Finance (Not Investing)

6 Replies

465 Views

Last post by FedGuy
Mon Jan 30, 2023 7:47 pm
Does anybody here lease cars?

Last post by vishygk « Mon Jan 30, 2023 7:46 pm
Posted in Personal Finance (Not Investing)
Replies: 24
by hoffse » Mon Jan 30, 2023 2:22 pm » in Personal Finance (Not Investing)

24 Replies

1432 Views

Last post by vishygk
Mon Jan 30, 2023 7:46 pm
Tax question regarding Medicaid excluded gifts to Disabled Child?

Last post by HomeStretch « Mon Jan 30, 2023 7:46 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by Homeby5 » Mon Jan 30, 2023 12:33 pm » in Personal Finance (Not Investing)

5 Replies

334 Views

Last post by HomeStretch
Mon Jan 30, 2023 7:46 pm
Claiming EV tax credit for a family member

Last post by Theseus « Mon Jan 30, 2023 7:44 pm
Posted in Personal Finance (Not Investing)
Replies: 35
by Theseus » Fri Jan 27, 2023 7:17 am » in Personal Finance (Not Investing)

35 Replies

2269 Views

Last post by Theseus
Mon Jan 30, 2023 7:44 pm
What's Your Credit Card Rewards Strategy?

Last post by TravelGeek « Mon Jan 30, 2023 7:43 pm
Posted in Personal Finance (Not Investing)
Replies: 6169
by guitarguy » Wed May 25, 2016 10:15 am » in Personal Finance (Not Investing)
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6169 Replies

1172215 Views

Last post by TravelGeek
Mon Jan 30, 2023 7:43 pm
Is Muni Bond Interest Factored into Income for ACA Subsidies?

Last post by Kookaburra « Mon Jan 30, 2023 7:42 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by Kookaburra » Mon Jan 30, 2023 6:19 pm » in Personal Finance (Not Investing)

2 Replies

152 Views

Last post by Kookaburra
Mon Jan 30, 2023 7:42 pm
Leaving Wells after many years

Last post by gavinsiu « Mon Jan 30, 2023 7:42 pm
Posted in Personal Investments
Replies: 2
by Cardinalsfan » Mon Jan 30, 2023 7:33 pm » in Personal Investments

2 Replies

174 Views

Last post by gavinsiu
Mon Jan 30, 2023 7:42 pm
End of year analysis of Fidelity FidFolio (Direct Indexing S&P 500) performance and tax benefits

Last post by Thoughtf$l « Mon Jan 30, 2023 7:41 pm
Posted in Investing - Theory, News & General
Replies: 28
by jcloudm » Mon Jan 09, 2023 3:29 pm » in Investing - Theory, News & General

28 Replies

1935 Views

Last post by Thoughtf$l
Mon Jan 30, 2023 7:41 pm
Best brokerage for HNW self-directed accounts

Last post by beyou « Mon Jan 30, 2023 7:40 pm
Posted in Personal Investments
Replies: 14
by Hayden » Mon Jan 30, 2023 2:02 pm » in Personal Investments

14 Replies

794 Views

Last post by beyou
Mon Jan 30, 2023 7:40 pm
[Fraudulent transaction - how protect credit] Duped into entering CC info on redirected site

Last post by typical.investor « Mon Jan 30, 2023 7:39 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by RetireSoon90 » Mon Jan 30, 2023 4:15 pm » in Personal Finance (Not Investing)

10 Replies

722 Views

Last post by typical.investor
Mon Jan 30, 2023 7:39 pm
What much is your credit score worth to you?

Last post by Hector « Mon Jan 30, 2023 7:39 pm
Posted in Investing - Theory, News & General
Replies: 8
by DVMResident » Mon Jan 30, 2023 5:34 pm » in Investing - Theory, News & General

8 Replies

471 Views

Last post by Hector
Mon Jan 30, 2023 7:39 pm
Fidelity HSA? Thinking of switching.

Last post by fetch5482 « Mon Jan 30, 2023 7:38 pm
Posted in Personal Investments
Replies: 47
by TarHeel2002 » Tue Jan 10, 2023 9:07 am » in Personal Investments

47 Replies

4437 Views

Last post by fetch5482
Mon Jan 30, 2023 7:38 pm
could chatgpt lead to a world where picking individual stocks outperforms index funds?

Last post by Logan Roy « Mon Jan 30, 2023 7:36 pm
Posted in Investing - Theory, News & General
Replies: 100
by Physician101 » Sat Jan 28, 2023 5:54 pm » in Investing - Theory, News & General
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100 Replies

6697 Views

Last post by Logan Roy
Mon Jan 30, 2023 7:36 pm
Tax Question: What requires a Form 8453?

Last post by Cheez-It Guy « Mon Jan 30, 2023 7:35 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by Weathering » Wed Mar 16, 2022 7:04 pm » in Personal Finance (Not Investing)

9 Replies

849 Views

Last post by Cheez-It Guy
Mon Jan 30, 2023 7:35 pm
How much to budget for home maintenance?

Last post by jand87 « Mon Jan 30, 2023 7:35 pm
Posted in Personal Finance (Not Investing)
Replies: 17
by papermario » Mon Jan 30, 2023 12:37 pm » in Personal Finance (Not Investing)

17 Replies

963 Views

Last post by jand87
Mon Jan 30, 2023 7:35 pm
Am I wrong to keep telling my 80 year old parents to sell their rental townhouse?

Last post by Hector « Mon Jan 30, 2023 7:31 pm
Posted in Personal Finance (Not Investing)
Replies: 36
by knightrider » Mon Jan 30, 2023 3:38 pm » in Personal Finance (Not Investing)

36 Replies

1744 Views

Last post by Hector
Mon Jan 30, 2023 7:31 pm
Fidelity as a one stop shop

Last post by Eno Deb « Mon Jan 30, 2023 7:29 pm
Posted in Personal Finance (Not Investing)
Replies: 3590
by BogleMelon » Sat Dec 15, 2018 9:33 pm » in Personal Finance (Not Investing)
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3590 Replies

512808 Views

Last post by Eno Deb
Mon Jan 30, 2023 7:29 pm
8% / Yr for delaying SS to 72, 73 ???

Last post by CC1E « Mon Jan 30, 2023 7:29 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by bluegill » Mon Jan 30, 2023 7:27 pm » in Personal Finance (Not Investing)

2 Replies

178 Views

Last post by CC1E
Mon Jan 30, 2023 7:29 pm
Lifestrategy Growth in Taxable Brokerage

Last post by retiringwhen « Mon Jan 30, 2023 7:26 pm
Posted in Personal Investments
Replies: 28
by zen_invest » Fri Jan 27, 2023 12:11 am » in Personal Investments

28 Replies

2294 Views

Last post by retiringwhen
Mon Jan 30, 2023 7:26 pm
Any Reason to Save Old Auto Premium Notices and Policies?

Last post by randybobandy « Mon Jan 30, 2023 7:26 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by Carefreeap » Mon Jan 30, 2023 7:21 pm » in Personal Finance (Not Investing)

1 Replies

118 Views

Last post by randybobandy
Mon Jan 30, 2023 7:26 pm
Bank of America/Merrill Edge - Preferred Rewards

Last post by Eno Deb « Mon Jan 30, 2023 7:24 pm
Posted in Personal Finance (Not Investing)
Replies: 4354
by navyitaly » Sun Nov 02, 2014 3:59 am » in Personal Finance (Not Investing)
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4354 Replies

508751 Views

Last post by Eno Deb
Mon Jan 30, 2023 7:24 pm
Any broker auto-liquidates stocks for withdrawals?

Last post by 123 « Mon Jan 30, 2023 7:24 pm
Posted in Personal Investments
Replies: 5
by johndr » Mon Jan 30, 2023 6:24 pm » in Personal Investments

5 Replies

242 Views

Last post by 123
Mon Jan 30, 2023 7:24 pm
What kind of EIN to get

Last post by jaspermv « Mon Jan 30, 2023 7:23 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by cadreamer2015 » Mon Jan 30, 2023 6:03 pm » in Personal Finance (Not Investing)

1 Replies

131 Views

Last post by jaspermv
Mon Jan 30, 2023 7:23 pm
IRA distributions in H&R Block software

Last post by bhluckyusaguy « Mon Jan 30, 2023 7:23 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by bsteiner » Sun Jan 29, 2023 5:03 pm » in Personal Finance (Not Investing)

8 Replies

516 Views

Last post by bhluckyusaguy
Mon Jan 30, 2023 7:23 pm
Please Review My Portfolio, New Investor Here

Last post by noraz123 « Mon Jan 30, 2023 7:23 pm
Posted in Personal Investments
Replies: 11
by nscott14 » Mon Jan 30, 2023 10:39 am » in Personal Investments

11 Replies

731 Views

Last post by noraz123
Mon Jan 30, 2023 7:23 pm
How much do you keep in checking (2022)?

Last post by 8foot7 « Mon Jan 30, 2023 7:22 pm
Posted in Personal Finance (Not Investing)
Replies: 283
by NYCaviator » Fri Dec 16, 2022 8:41 am » in Personal Finance (Not Investing)
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283 Replies

20463 Views

Last post by 8foot7
Mon Jan 30, 2023 7:22 pm
Shouldn't lifestyle creep be accepted?

Last post by MnD « Mon Jan 30, 2023 7:21 pm
Posted in Investing - Theory, News & General
Replies: 56
by finance_learner » Mon Jan 30, 2023 1:31 am » in Investing - Theory, News & General
1

2
56 Replies

4124 Views

Last post by MnD
Mon Jan 30, 2023 7:21 pm
Primary residence: 2 of 5 yrs rule fine, little documentation

Last post by 123 « Mon Jan 30, 2023 7:17 pm
Posted in Personal Finance (Not Investing)
Replies: 22
by CompoundedInterest » Mon Jan 30, 2023 11:31 am » in Personal Finance (Not Investing)

22 Replies

1375 Views

Last post by 123
Mon Jan 30, 2023 7:17 pm
Fidelity brokerage link in 401k. Looking for equivalent of US treasury bills or CDs

Last post by GreendaleCC « Mon Jan 30, 2023 7:13 pm
Posted in Personal Investments
Replies: 14
by King0fspades » Fri Jan 27, 2023 5:15 pm » in Personal Investments

14 Replies

1131 Views

Last post by GreendaleCC
Mon Jan 30, 2023 7:13 pm
Roth for 17 y.o. child

Last post by tibbitts « Mon Jan 30, 2023 7:13 pm
Posted in Personal Investments
Replies: 20
by psteinx » Mon Jan 30, 2023 1:05 pm » in Personal Investments

20 Replies

1074 Views

Last post by tibbitts
Mon Jan 30, 2023 7:13 pm
Retiree Portfolio Model

Last post by Raspberry-503 « Mon Jan 30, 2023 7:12 pm
Posted in Personal Finance (Not Investing)
Replies: 1549
by BigFoot48 » Thu May 31, 2012 7:13 pm » in Personal Finance (Not Investing)
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1549 Replies

451889 Views

Last post by Raspberry-503
Mon Jan 30, 2023 7:12 pm
"Bogle on Mutual Funds" A Gem

Last post by like2read « Mon Jan 30, 2023 7:11 pm
Posted in Investing - Theory, News & General
Replies: 24
by Taylor Larimore » Tue Oct 08, 2019 12:27 pm » in Investing - Theory, News & General

24 Replies

5198 Views

Last post by like2read
Mon Jan 30, 2023 7:11 pm
How to determine personal contribution amount for Roth IRA?

Last post by lakpr « Mon Jan 30, 2023 7:11 pm
Posted in Personal Investments
Replies: 33
by coreman73 » Sat Jan 28, 2023 3:41 pm » in Personal Investments

33 Replies

1826 Views

Last post by lakpr
Mon Jan 30, 2023 7:11 pm
Deep history of stock and bond returns

Last post by McQ « Mon Jan 30, 2023 7:05 pm
Posted in Investing - Theory, News & General
Replies: 91
by McQ » Thu Jul 15, 2021 12:24 pm » in Investing - Theory, News & General
1

2
91 Replies

12127 Views

Last post by McQ
Mon Jan 30, 2023 7:05 pm
VG Federal MM - US Govt obligations not included in 1099

Last post by retiringwhen « Mon Jan 30, 2023 7:03 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by GKSD » Mon Jan 30, 2023 6:26 pm » in Personal Finance (Not Investing)

2 Replies

238 Views

Last post by retiringwhen
Mon Jan 30, 2023 7:03 pm
Mobile deposit very large check

Last post by theac « Mon Jan 30, 2023 7:02 pm
Posted in Personal Finance (Not Investing)
Replies: 32
by the_wiki » Thu Jan 05, 2023 2:25 pm » in Personal Finance (Not Investing)

32 Replies

4122 Views

Last post by theac
Mon Jan 30, 2023 7:02 pm
1098-T form / Do I pay taxes on my daughter's scholarships?

Last post by utvolfan « Mon Jan 30, 2023 6:48 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by Calico » Mon Jan 30, 2023 4:51 pm » in Personal Finance (Not Investing)

9 Replies

582 Views

Last post by utvolfan
Mon Jan 30, 2023 6:48 pm
Help me understand “commission free annuities”

Last post by retireIn2020 « Mon Jan 30, 2023 6:46 pm
Posted in Investing - Theory, News & General
Replies: 15
by confuzzled » Sat Jan 28, 2023 12:49 am » in Investing - Theory, News & General

15 Replies

1346 Views

Last post by retireIn2020
Mon Jan 30, 2023 6:46 pm
retired investing

Last post by bertilak « Mon Jan 30, 2023 6:37 pm
Posted in Personal Investments
Replies: 7
by retired@72 » Mon Jan 30, 2023 3:38 pm » in Personal Investments

7 Replies

534 Views

Last post by bertilak
Mon Jan 30, 2023 6:37 pm
Witness signature on Will?

Last post by galawdawg « Mon Jan 30, 2023 6:32 pm
Posted in Personal Finance (Not Investing)
Replies: 12
by Indianrock » Mon Jan 30, 2023 1:03 pm » in Personal Finance (Not Investing)

12 Replies

937 Views

Last post by galawdawg
Mon Jan 30, 2023 6:32 pm
Vanguard Customer Service Mega-thread

Last post by BBBob « Mon Jan 30, 2023 6:28 pm
Posted in Investing - Theory, News & General
Replies: 795
by PinotGris » Fri Jun 18, 2021 10:09 am » in Investing - Theory, News & General
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795 Replies

68852 Views

Last post by BBBob
Mon Jan 30, 2023 6:28 pm
Lifecycle Investing - Leveraging when young

Last post by Ben Mathew « Mon Jan 30, 2023 6:24 pm
Posted in Investing - Theory, News & General
Replies: 1622
by Steve Reading » Fri Mar 01, 2019 12:11 am » in Investing - Theory, News & General
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1622 Replies

282187 Views

Last post by Ben Mathew
Mon Jan 30, 2023 6:24 pm
First Time Roth Questions

Last post by WoodSprite « Mon Jan 30, 2023 6:24 pm
Posted in Personal Investments
Replies: 31
by WoodSprite » Tue Jan 24, 2023 1:00 pm » in Personal Investments

31 Replies

1646 Views

Last post by WoodSprite
Mon Jan 30, 2023 6:24 pm

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