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Windfall Advise! Handling prior to settling on investment path.

Last post by retired@50 « Tue Oct 15, 2024 5:04 pm
Posted in Personal Investments
Replies: 9
by Pete_waited » Tue Oct 15, 2024 11:01 am » in Personal Investments

9 Replies

423 Views

Last post by retired@50
Tue Oct 15, 2024 5:04 pm
My New Retirement Thinking: LMP or 2% SWR

Last post by kd2008 « Tue Oct 15, 2024 5:03 pm
Posted in Investing - Theory, News & General
Replies: 34
by Leesbro63 » Tue Oct 15, 2024 7:09 am » in Investing - Theory, News & General

34 Replies

1372 Views

Last post by kd2008
Tue Oct 15, 2024 5:03 pm
Inverse ETFs huge expenses?

Last post by nisiprius « Tue Oct 15, 2024 5:00 pm
Posted in Personal Investments
Replies: 12
by Boron1913 » Mon Oct 14, 2024 10:25 pm » in Personal Investments

12 Replies

558 Views

Last post by nisiprius
Tue Oct 15, 2024 5:00 pm
Any reason for the diversification beyond SnP500?

Last post by jg12345 « Tue Oct 15, 2024 5:00 pm
Posted in Non-US Investing
Replies: 30
by Tony_Life_Adevture » Mon Oct 14, 2024 4:36 pm » in Non-US Investing

30 Replies

1460 Views

Last post by jg12345
Tue Oct 15, 2024 5:00 pm
Best Florida Asset Protection Strategy

Last post by bltn « Tue Oct 15, 2024 4:59 pm
Posted in Personal Finance (Not Investing)
Replies: 18
by harkdh » Wed Sep 18, 2024 12:54 pm » in Personal Finance (Not Investing)

18 Replies

1521 Views

Last post by bltn
Tue Oct 15, 2024 4:59 pm
DAF: Good Idea In My Situation?

Last post by misterjohnny « Tue Oct 15, 2024 4:57 pm
Posted in Personal Finance (Not Investing)
Replies: 12
by retire57 » Thu Oct 10, 2024 4:25 pm » in Personal Finance (Not Investing)

12 Replies

1352 Views

Last post by misterjohnny
Tue Oct 15, 2024 4:57 pm
54yo - Can No Longer Work Due to Health - How to Plan?

Last post by queenofthemadhouse « Tue Oct 15, 2024 4:57 pm
Posted in Personal Investments
Replies: 45
by DrZaius » Sun Oct 13, 2024 11:21 pm » in Personal Investments

45 Replies

3266 Views

Last post by queenofthemadhouse
Tue Oct 15, 2024 4:57 pm
IRA Recharacterization, Earnings/Losses, & Backdoor Roth

Last post by zolt4n « Tue Oct 15, 2024 4:57 pm
Posted in Personal Investments
Replies: 2
by zolt4n » Tue Oct 15, 2024 4:11 pm » in Personal Investments

2 Replies

82 Views

Last post by zolt4n
Tue Oct 15, 2024 4:57 pm
Deposit $1 with Vanguard, get a hold on withdrawals for 60 days

Last post by rkhusky « Tue Oct 15, 2024 4:55 pm
Posted in Personal Finance (Not Investing)
Replies: 34
by Raspberry-503 » Mon Oct 14, 2024 1:47 pm » in Personal Finance (Not Investing)

34 Replies

2464 Views

Last post by rkhusky
Tue Oct 15, 2024 4:55 pm
Using PayPal.me/username

Last post by ubermax « Tue Oct 15, 2024 4:55 pm
Posted in Personal Consumer Issues
Replies: 5
by ubermax » Mon Oct 14, 2024 3:58 pm » in Personal Consumer Issues

5 Replies

351 Views

Last post by ubermax
Tue Oct 15, 2024 4:55 pm
Best way to find a remote work

Last post by CascadiaSoonish « Tue Oct 15, 2024 4:53 pm
Posted in Personal Consumer Issues
Replies: 23
by Econberkeley » Mon Oct 14, 2024 9:46 pm » in Personal Consumer Issues

23 Replies

1608 Views

Last post by CascadiaSoonish
Tue Oct 15, 2024 4:53 pm
Made a terrible mistake in contributing to megabackdoor-Roth, $7.3k went to Roth instead, messed taxes

Last post by neurosphere « Tue Oct 15, 2024 4:51 pm
Posted in Personal Finance (Not Investing)
Replies: 30
by bogle005 » Tue Oct 15, 2024 12:37 pm » in Personal Finance (Not Investing)

30 Replies

827 Views

Last post by neurosphere
Tue Oct 15, 2024 4:51 pm
Do you stay the course AFTER you've won the game?

Last post by rkhusky « Tue Oct 15, 2024 4:51 pm
Posted in Investing - Theory, News & General
Replies: 83
by A440 » Sat Oct 12, 2024 6:22 am » in Investing - Theory, News & General
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83 Replies

7355 Views

Last post by rkhusky
Tue Oct 15, 2024 4:51 pm
New feature - Additional ways to quote posts

Last post by 22twain « Tue Oct 15, 2024 4:51 pm
Posted in Forum Issues and Administration
Replies: 4
by LadyGeek » Tue Oct 15, 2024 3:09 pm » in Forum Issues and Administration

4 Replies

210 Views

Last post by 22twain
Tue Oct 15, 2024 4:51 pm
When children start paying

Last post by N1CKV « Tue Oct 15, 2024 4:51 pm
Posted in Personal Finance (Not Investing)
Replies: 43
by waterlife » Mon Oct 14, 2024 3:20 pm » in Personal Finance (Not Investing)

43 Replies

3721 Views

Last post by N1CKV
Tue Oct 15, 2024 4:51 pm
Medicare Part D - best coverage for the unexpected

Last post by vtMaps « Tue Oct 15, 2024 4:49 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by stlrick » Tue Oct 15, 2024 9:03 am » in Personal Finance (Not Investing)

14 Replies

694 Views

Last post by vtMaps
Tue Oct 15, 2024 4:49 pm
Arguments against Total Bond Market funds?

Last post by Woodshark « Tue Oct 15, 2024 4:48 pm
Posted in Investing - Theory, News & General
Replies: 58
by Maris61 » Mon Oct 14, 2024 6:36 pm » in Investing - Theory, News & General
1

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58 Replies

2950 Views

Last post by Woodshark
Tue Oct 15, 2024 4:48 pm
Forum software upgrade bug reports and change requests

Last post by nisiprius « Tue Oct 15, 2024 4:47 pm
Posted in Forum Issues and Administration
Replies: 747
by Alex Frakt » Sat May 02, 2015 10:15 pm » in Forum Issues and Administration
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747 Replies

320038 Views

Last post by nisiprius
Tue Oct 15, 2024 4:47 pm
No Income For 10 Years

Last post by Hacksawdave « Tue Oct 15, 2024 4:46 pm
Posted in Personal Investments
Replies: 4
by Pversys » Tue Oct 15, 2024 1:58 pm » in Personal Investments

4 Replies

507 Views

Last post by Hacksawdave
Tue Oct 15, 2024 4:46 pm
ideas for super low budget adult Halloween costume?

Last post by nabakovfan1 « Tue Oct 15, 2024 4:46 pm
Posted in Personal Consumer Issues
Replies: 31
by biscuit5 » Sun Oct 13, 2024 10:44 am » in Personal Consumer Issues

31 Replies

1800 Views

Last post by nabakovfan1
Tue Oct 15, 2024 4:46 pm
[Split from "Fidelity as a one stop shop" thread - locked or restricted Fidelity account issues]

Last post by typical.investor « Tue Oct 15, 2024 4:46 pm
Posted in Personal Finance (Not Investing)
Replies: 688
by ez_mode » Sun Sep 15, 2024 4:49 pm » in Personal Finance (Not Investing)
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688 Replies

42244 Views

Last post by typical.investor
Tue Oct 15, 2024 4:46 pm
Chase Shappire Yes / No ?

Last post by Lastrun « Tue Oct 15, 2024 4:42 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by LiveSimple » Tue Oct 15, 2024 9:31 am » in Personal Finance (Not Investing)

2 Replies

331 Views

Last post by Lastrun
Tue Oct 15, 2024 4:42 pm
Found a good travel CPAP

Last post by mouth « Tue Oct 15, 2024 4:41 pm
Posted in Personal Consumer Issues
Replies: 4
by bikefish » Tue Oct 15, 2024 8:39 am » in Personal Consumer Issues

4 Replies

301 Views

Last post by mouth
Tue Oct 15, 2024 4:41 pm
I asked ChatGPT to write a cover letter for my QCD -- here's what it said

Last post by RationalWalk « Tue Oct 15, 2024 4:41 pm
Posted in Personal Finance (Not Investing)
Replies: 15
by RationalWalk » Tue Oct 15, 2024 11:59 am » in Personal Finance (Not Investing)

15 Replies

1000 Views

Last post by RationalWalk
Tue Oct 15, 2024 4:41 pm
What is your strategy for "buying time"?

Last post by dcabler « Tue Oct 15, 2024 4:38 pm
Posted in Personal Consumer Issues
Replies: 13
by snackdog » Mon Oct 14, 2024 12:34 pm » in Personal Consumer Issues

13 Replies

979 Views

Last post by dcabler
Tue Oct 15, 2024 4:38 pm
After 2022-23, how are we feeling about Vineviz’s first 20% of bonds in Long-Term Treasuries?

Last post by Beensabu « Tue Oct 15, 2024 4:30 pm
Posted in Investing - Theory, News & General
Replies: 266
by TrustTheMarket » Sat Oct 05, 2024 7:24 am » in Investing - Theory, News & General
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266 Replies

14386 Views

Last post by Beensabu
Tue Oct 15, 2024 4:30 pm
Private College 529 Plan

Last post by misterjohnny « Tue Oct 15, 2024 4:29 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by Ski_FI » Mon Oct 14, 2024 12:33 pm » in Personal Finance (Not Investing)

5 Replies

397 Views

Last post by misterjohnny
Tue Oct 15, 2024 4:29 pm
Concentration of Employer Stock vs Paying Cap Gains

Last post by alex_686 « Tue Oct 15, 2024 4:28 pm
Posted in Personal Investments
Replies: 18
by Hogan773 » Tue Oct 15, 2024 2:19 pm » in Personal Investments

18 Replies

414 Views

Last post by alex_686
Tue Oct 15, 2024 4:28 pm
Using 212 Trading Pie function for re-balancing?

Last post by galeno « Tue Oct 15, 2024 4:27 pm
Posted in Non-US Investing
Replies: 6
by UKLearning2024 » Sat Sep 28, 2024 9:34 am » in Non-US Investing

6 Replies

1584 Views

Last post by galeno
Tue Oct 15, 2024 4:27 pm
In desperate need of 11 year old statements from Vanguard

Last post by sycamore « Tue Oct 15, 2024 4:26 pm
Posted in Personal Finance (Not Investing)
Replies: 18
by OatmealAddict » Tue Oct 15, 2024 11:02 am » in Personal Finance (Not Investing)

18 Replies

1322 Views

Last post by sycamore
Tue Oct 15, 2024 4:26 pm
How am I doing? What can I do different?

Last post by Watty « Tue Oct 15, 2024 4:24 pm
Posted in Personal Investments
Replies: 12
by tman9940 » Mon Oct 14, 2024 10:33 pm » in Personal Investments

12 Replies

1122 Views

Last post by Watty
Tue Oct 15, 2024 4:24 pm
HSA questions

Last post by josephny « Tue Oct 15, 2024 4:23 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by josephny » Tue Oct 15, 2024 2:59 pm » in Personal Finance (Not Investing)

4 Replies

198 Views

Last post by josephny
Tue Oct 15, 2024 4:23 pm
403b or Taxable

Last post by windaar « Tue Oct 15, 2024 4:23 pm
Posted in Personal Investments
Replies: 3
by EggyFunds » Tue Oct 15, 2024 3:24 pm » in Personal Investments

3 Replies

129 Views

Last post by windaar
Tue Oct 15, 2024 4:23 pm
treasuries vs bond funds

Last post by john0608 « Tue Oct 15, 2024 4:21 pm
Posted in Personal Investments

by john0608 » Tue Oct 15, 2024 4:21 pm » in Personal Investments

0 Replies

71 Views

Last post by john0608
Tue Oct 15, 2024 4:21 pm
Second Home Condo.

Last post by AlmostThereCT « Tue Oct 15, 2024 4:14 pm
Posted in Personal Finance (Not Investing)
Replies: 11
by rvawaywego » Tue Oct 15, 2024 12:42 pm » in Personal Finance (Not Investing)

11 Replies

617 Views

Last post by AlmostThereCT
Tue Oct 15, 2024 4:14 pm
Transfer from one phone to another - My Experience Normal?

Last post by LotsaGray « Tue Oct 15, 2024 4:11 pm
Posted in Personal Consumer Issues
Replies: 16
by yankees60 » Sun Oct 13, 2024 4:01 pm » in Personal Consumer Issues

16 Replies

1201 Views

Last post by LotsaGray
Tue Oct 15, 2024 4:11 pm
Purchasing MYGAs (multi year guaranteed annuities) - mega thread

Last post by KK2020 « Tue Oct 15, 2024 4:08 pm
Posted in Investing - Theory, News & General
Replies: 2842
by Stinky » Thu Dec 31, 2020 6:46 am » in Investing - Theory, News & General
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2842 Replies

389907 Views

Last post by KK2020
Tue Oct 15, 2024 4:08 pm
Inventory of Household Contents (how-to)

Last post by texas lawdog « Tue Oct 15, 2024 4:08 pm
Posted in Personal Finance (Not Investing)
Replies: 20
by verbose » Mon Mar 21, 2022 4:33 pm » in Personal Finance (Not Investing)

20 Replies

2882 Views

Last post by texas lawdog
Tue Oct 15, 2024 4:08 pm
Fidelity Rewards Card - Do You Use Joint Owner Feature?

Last post by JayB « Tue Oct 15, 2024 4:08 pm
Posted in Personal Consumer Issues
Replies: 16
by ruanddu » Tue Oct 08, 2024 10:08 am » in Personal Consumer Issues

16 Replies

1181 Views

Last post by JayB
Tue Oct 15, 2024 4:08 pm
Rollover over 401K plan

Last post by bikefish « Tue Oct 15, 2024 4:06 pm
Posted in Personal Investments
Replies: 2
by rich126 » Tue Oct 15, 2024 3:20 pm » in Personal Investments

2 Replies

93 Views

Last post by bikefish
Tue Oct 15, 2024 4:06 pm
torn between DIY and advisor/planner

Last post by john0608 « Tue Oct 15, 2024 4:05 pm
Posted in Personal Investments
Replies: 19
by s64s » Tue Oct 15, 2024 9:24 am » in Personal Investments

19 Replies

857 Views

Last post by john0608
Tue Oct 15, 2024 4:05 pm
Taking Profits

Last post by trjack57 « Tue Oct 15, 2024 4:03 pm
Posted in Personal Investments
Replies: 27
by trjack57 » Tue Oct 15, 2024 10:00 am » in Personal Investments

27 Replies

1051 Views

Last post by trjack57
Tue Oct 15, 2024 4:03 pm
Sure would be nice if we could have a multi-quote feature

Last post by Peculiar_Investor « Tue Oct 15, 2024 3:48 pm
Posted in Forum Issues and Administration
Replies: 26
by soretired » Sun Aug 20, 2023 6:34 pm » in Forum Issues and Administration

26 Replies

10717 Views

Last post by Peculiar_Investor
Tue Oct 15, 2024 3:48 pm
Dividend Capture for retirement yields 21%

Last post by pshonore « Tue Oct 15, 2024 3:37 pm
Posted in Personal Investments
Replies: 9
by easymoney09 » Tue Oct 15, 2024 10:08 am » in Personal Investments

9 Replies

750 Views

Last post by pshonore
Tue Oct 15, 2024 3:37 pm
Is Paying Taxes at Year-End Without Penalties Possible?

Last post by nalor511 « Tue Oct 15, 2024 3:36 pm
Posted in Personal Finance (Not Investing)
Replies: 13
by smtaurus13 » Tue Oct 15, 2024 9:27 am » in Personal Finance (Not Investing)

13 Replies

858 Views

Last post by nalor511
Tue Oct 15, 2024 3:36 pm
Do I get to re-retire if my portfolio goes up?

Last post by muffins14 « Tue Oct 15, 2024 3:29 pm
Posted in Personal Finance (Not Investing)
Replies: 52
by lecithar » Sun Oct 13, 2024 4:46 pm » in Personal Finance (Not Investing)
1

2
52 Replies

4208 Views

Last post by muffins14
Tue Oct 15, 2024 3:29 pm
IBKR, IBCs, and LATAM

Last post by galeno « Tue Oct 15, 2024 3:26 pm
Posted in Non-US Investing
Replies: 3
by galeno » Wed Oct 09, 2024 5:25 pm » in Non-US Investing

3 Replies

543 Views

Last post by galeno
Tue Oct 15, 2024 3:26 pm
Excess Liability vs True Umbrella Coverage

Last post by snackdog « Tue Oct 15, 2024 3:25 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by Leesbro63 » Tue Oct 15, 2024 2:28 pm » in Personal Finance (Not Investing)

1 Replies

127 Views

Last post by snackdog
Tue Oct 15, 2024 3:25 pm
Estate Income Tax Return - 1099 and 1098 for a 50/50 shared rental property in San Diego, California

Last post by AliceLB « Tue Oct 15, 2024 3:25 pm
Posted in Personal Finance (Not Investing)

by AliceLB » Tue Oct 15, 2024 3:25 pm » in Personal Finance (Not Investing)

0 Replies

50 Views

Last post by AliceLB
Tue Oct 15, 2024 3:25 pm
Earning Money on your Stocks (Share Loan Programs / Stock Yield Enhancement)

Last post by muffins14 « Tue Oct 15, 2024 3:24 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by LFKB » Tue Oct 15, 2024 12:41 pm » in Personal Finance (Not Investing)

3 Replies

121 Views

Last post by muffins14
Tue Oct 15, 2024 3:24 pm

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