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Should I sell stock in taxable acct to max out 401k?

Last post by steadyosmosis « Sat Feb 08, 2025 5:09 pm
Posted in Personal Investments
Replies: 1
by muel87 » Sat Feb 08, 2025 4:17 pm » in Personal Investments

1 Replies

73 Views

Last post by steadyosmosis
Sat Feb 08, 2025 5:09 pm
How to determine umbrella insurance coverage?

Last post by jack.bauer « Sat Feb 08, 2025 5:09 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by worthit » Sat Feb 08, 2025 4:55 pm » in Personal Finance (Not Investing)

3 Replies

81 Views

Last post by jack.bauer
Sat Feb 08, 2025 5:09 pm
rethinking TIAA allocations

Last post by notoriousMG « Sat Feb 08, 2025 5:07 pm
Posted in Personal Investments

by notoriousMG » Sat Feb 08, 2025 5:07 pm » in Personal Investments

0 Replies

12 Views

Last post by notoriousMG
Sat Feb 08, 2025 5:07 pm
KlangFool's Traditional vs Roth Recommendation

Last post by FiveK « Sat Feb 08, 2025 5:07 pm
Posted in Personal Finance (Not Investing)
Replies: 57
by ThankYouJack » Thu Feb 06, 2025 9:42 am » in Personal Finance (Not Investing)
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2
57 Replies

8241 Views

Last post by FiveK
Sat Feb 08, 2025 5:07 pm
Quantifying whole life vs. munis

Last post by Dead Man Walking « Sat Feb 08, 2025 5:06 pm
Posted in Investing - Theory, News & General
Replies: 7
by jaro » Thu Feb 06, 2025 10:43 pm » in Investing - Theory, News & General

7 Replies

545 Views

Last post by Dead Man Walking
Sat Feb 08, 2025 5:06 pm
Bank of America/Merrill Edge - Preferred Rewards

Last post by anon_investor « Sat Feb 08, 2025 5:06 pm
Posted in Personal Finance (Not Investing)
Replies: 8519
by navyitaly » Sun Nov 02, 2014 2:59 am » in Personal Finance (Not Investing)
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8519 Replies

1200099 Views

Last post by anon_investor
Sat Feb 08, 2025 5:06 pm
Portfolio Review: taking distributions while working

Last post by Duckie « Sat Feb 08, 2025 5:05 pm
Posted in Personal Investments
Replies: 8
by steveosteveo » Sat Feb 08, 2025 6:22 am » in Personal Investments

8 Replies

434 Views

Last post by Duckie
Sat Feb 08, 2025 5:05 pm
How Does One Negotiate a Severance - When Voluntarily Leaving?

Last post by bogleboy22 « Sat Feb 08, 2025 5:05 pm
Posted in Personal Finance (Not Investing)
Replies: 35
by bogleboy22 » Sat Jan 25, 2025 8:26 am » in Personal Finance (Not Investing)

35 Replies

4698 Views

Last post by bogleboy22
Sat Feb 08, 2025 5:05 pm
Help me decide on how much to put downpayment

Last post by KlangFool « Sat Feb 08, 2025 5:03 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by sksbog » Sat Feb 08, 2025 3:59 pm » in Personal Finance (Not Investing)

3 Replies

158 Views

Last post by KlangFool
Sat Feb 08, 2025 5:03 pm
Tell me why Google Voice is more secure than SMS text

Last post by techbud « Sat Feb 08, 2025 5:03 pm
Posted in Personal Consumer Issues
Replies: 15
by Fremdon Ferndock » Sun Jan 29, 2023 7:59 am » in Personal Consumer Issues

15 Replies

3892 Views

Last post by techbud
Sat Feb 08, 2025 5:03 pm
Fund for retirement account

Last post by Majdan « Sat Feb 08, 2025 5:02 pm
Posted in Personal Investments

by Majdan » Sat Feb 08, 2025 5:02 pm » in Personal Investments

0 Replies

25 Views

Last post by Majdan
Sat Feb 08, 2025 5:02 pm
Experiencing FOMO over a particular stock

Last post by Hacksawdave « Sat Feb 08, 2025 5:01 pm
Posted in Personal Investments
Replies: 19
by diabelli » Sat Feb 08, 2025 1:20 pm » in Personal Investments

19 Replies

918 Views

Last post by Hacksawdave
Sat Feb 08, 2025 5:01 pm
[Wiki] New page about Online Account Security

Last post by littlerfish « Sat Feb 08, 2025 4:59 pm
Posted in Personal Consumer Issues
Replies: 61
by BanjoDonkey » Mon Feb 03, 2025 8:00 am » in Personal Consumer Issues
1

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61 Replies

3702 Views

Last post by littlerfish
Sat Feb 08, 2025 4:59 pm
Retired with only div/int/cg income. Do I have to start paying quarterly taxes?

Last post by PaunchyPirate « Sat Feb 08, 2025 4:59 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by Gnomon » Sat Feb 08, 2025 2:41 pm » in Personal Finance (Not Investing)

9 Replies

616 Views

Last post by PaunchyPirate
Sat Feb 08, 2025 4:59 pm
Covering the TIPS gap years with bracket year duration matching

Last post by bpg1234 « Sat Feb 08, 2025 4:58 pm
Posted in Investing - Theory, News & General
Replies: 487
by Kevin M » Wed May 22, 2024 10:28 pm » in Investing - Theory, News & General
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487 Replies

62423 Views

Last post by bpg1234
Sat Feb 08, 2025 4:58 pm
What are you listening to now

Last post by yankees60 « Sat Feb 08, 2025 4:57 pm
Posted in Personal Consumer Issues
Replies: 8086
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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8086 Replies

918027 Views

Last post by yankees60
Sat Feb 08, 2025 4:57 pm
Mid-term investments, take advantage of CGT allowance

Last post by DreadPirate « Sat Feb 08, 2025 4:56 pm
Posted in Non-US Investing

by DreadPirate » Sat Feb 08, 2025 4:56 pm » in Non-US Investing

0 Replies

28 Views

Last post by DreadPirate
Sat Feb 08, 2025 4:56 pm
Portfolio review request

Last post by bismillah « Sat Feb 08, 2025 4:55 pm
Posted in Personal Investments
Replies: 32
by bismillah » Mon Feb 03, 2025 10:20 am » in Personal Investments

32 Replies

2979 Views

Last post by bismillah
Sat Feb 08, 2025 4:55 pm
Funny Reason for Fidelity Tax Form Delay?

Last post by N.Y.Cab « Sat Feb 08, 2025 4:54 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by AQ » Sat Feb 08, 2025 11:03 am » in Personal Finance (Not Investing)

10 Replies

879 Views

Last post by N.Y.Cab
Sat Feb 08, 2025 4:54 pm
Roth Conversion with 20% Withholding for 1099-R

Last post by Navillus1968 « Sat Feb 08, 2025 4:54 pm
Posted in Personal Investments
Replies: 21
by KlangFool » Sat Feb 08, 2025 10:05 am » in Personal Investments

21 Replies

896 Views

Last post by Navillus1968
Sat Feb 08, 2025 4:54 pm
Etf distributions

Last post by Bagels « Sat Feb 08, 2025 4:53 pm
Posted in Personal Investments
Replies: 3
by Donethat96 » Sat Feb 08, 2025 3:53 pm » in Personal Investments

3 Replies

162 Views

Last post by Bagels
Sat Feb 08, 2025 4:53 pm
Portfolio for 45 year old couple

Last post by furnace « Sat Feb 08, 2025 4:52 pm
Posted in Personal Investments
Replies: 14
by HawaiiFiveO » Sat Feb 08, 2025 12:33 am » in Personal Investments

14 Replies

1414 Views

Last post by furnace
Sat Feb 08, 2025 4:52 pm
Choosing a NJ Medicare Supplemental Plan Broker/Agent

Last post by ModifiedDuration « Sat Feb 08, 2025 4:48 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by mmnj » Sat Feb 08, 2025 9:14 am » in Personal Finance (Not Investing)

3 Replies

200 Views

Last post by ModifiedDuration
Sat Feb 08, 2025 4:48 pm
Email security

Last post by planetmike « Sat Feb 08, 2025 4:46 pm
Posted in Personal Consumer Issues
Replies: 28
by beyou » Wed Feb 05, 2025 10:37 am » in Personal Consumer Issues

28 Replies

4047 Views

Last post by planetmike
Sat Feb 08, 2025 4:46 pm
Retiree Portfolio Model

Last post by Raspberry-503 « Sat Feb 08, 2025 4:45 pm
Posted in Personal Finance (Not Investing)
Replies: 2020
by BigFoot48 » Thu May 31, 2012 7:13 pm » in Personal Finance (Not Investing)
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2020 Replies

655837 Views

Last post by Raspberry-503
Sat Feb 08, 2025 4:45 pm
Investments for the newborn: 529 / Roth IRA / UGMA-UTMA / Dependent Care FSA

Last post by FireToBiz « Sat Feb 08, 2025 4:45 pm
Posted in Personal Investments
Replies: 25
by FireToBiz » Fri Jan 31, 2025 9:40 pm » in Personal Investments

25 Replies

1567 Views

Last post by FireToBiz
Sat Feb 08, 2025 4:45 pm
Hiding Bonds So You Don't Have to See Them

Last post by cosmos « Sat Feb 08, 2025 4:45 pm
Posted in Personal Investments
Replies: 31
by oklabecca » Fri Feb 07, 2025 12:10 pm » in Personal Investments

31 Replies

2039 Views

Last post by cosmos
Sat Feb 08, 2025 4:45 pm
1099-R question (inherited annuity)

Last post by fourier « Sat Feb 08, 2025 4:44 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by fourier » Sat Feb 08, 2025 10:52 am » in Personal Finance (Not Investing)

7 Replies

311 Views

Last post by fourier
Sat Feb 08, 2025 4:44 pm
Does Roth 401k make sense?

Last post by Makefile « Sat Feb 08, 2025 4:42 pm
Posted in Personal Investments
Replies: 1
by Drafty33 » Sat Feb 08, 2025 3:07 pm » in Personal Investments

1 Replies

117 Views

Last post by Makefile
Sat Feb 08, 2025 4:42 pm
Your #1 tip for dealing with retirement anxiety?

Last post by Claudia Whitten « Sat Feb 08, 2025 4:35 pm
Posted in Personal Consumer Issues
Replies: 58
by Thranduil » Thu Apr 28, 2022 9:01 am » in Personal Consumer Issues
1

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58 Replies

8142 Views

Last post by Claudia Whitten
Sat Feb 08, 2025 4:35 pm
? On tax free muni

Last post by beyou « Sat Feb 08, 2025 4:33 pm
Posted in Personal Investments
Replies: 26
by goldfinger22 » Fri Feb 07, 2025 2:02 pm » in Personal Investments

26 Replies

1507 Views

Last post by beyou
Sat Feb 08, 2025 4:33 pm
Yubikey only at Vanguard now possible.

Last post by simplextableau « Sat Feb 08, 2025 4:29 pm
Posted in Personal Consumer Issues
Replies: 727
by pragmatist » Thu May 27, 2021 6:38 am » in Personal Consumer Issues
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727 Replies

105875 Views

Last post by simplextableau
Sat Feb 08, 2025 4:29 pm
Old employer getting acquired - what to do with 401k

Last post by mhalley « Sat Feb 08, 2025 4:25 pm
Posted in Personal Investments
Replies: 6
by lemonPepper » Fri Feb 07, 2025 2:49 pm » in Personal Investments

6 Replies

466 Views

Last post by mhalley
Sat Feb 08, 2025 4:25 pm
Helpful map application

Last post by bikefish « Sat Feb 08, 2025 4:25 pm
Posted in Personal Consumer Issues

by bikefish » Sat Feb 08, 2025 4:25 pm » in Personal Consumer Issues

0 Replies

69 Views

Last post by bikefish
Sat Feb 08, 2025 4:25 pm
Can you surrender an annuity after drawing payments?

Last post by Alan S. « Sat Feb 08, 2025 4:23 pm
Posted in Personal Investments
Replies: 8
by pylorix91 » Thu Feb 06, 2025 3:08 pm » in Personal Investments

8 Replies

605 Views

Last post by Alan S.
Sat Feb 08, 2025 4:23 pm
HSA Bank eliminating investment options

Last post by 534Bc « Sat Feb 08, 2025 4:19 pm
Posted in Investing - Theory, News & General
Replies: 706
by nps » Mon Jul 22, 2024 4:21 pm » in Investing - Theory, News & General
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706 Replies

112721 Views

Last post by 534Bc
Sat Feb 08, 2025 4:19 pm
US vs international stocks performance including dividends

Last post by Nathan Drake « Sat Feb 08, 2025 4:13 pm
Posted in Investing - Theory, News & General
Replies: 4
by Majdan » Sat Feb 08, 2025 7:43 am » in Investing - Theory, News & General

4 Replies

510 Views

Last post by Nathan Drake
Sat Feb 08, 2025 4:13 pm
Medicare premium increase

Last post by bobn60014 « Sat Feb 08, 2025 4:11 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by mjhfx1 » Sat Feb 08, 2025 10:58 am » in Personal Finance (Not Investing)

7 Replies

796 Views

Last post by bobn60014
Sat Feb 08, 2025 4:11 pm
Backdoor Roth Contribution or TIRA Contribution?

Last post by Makefile « Sat Feb 08, 2025 4:11 pm
Posted in Investing - Theory, News & General
Replies: 2
by travsmill » Sat Feb 08, 2025 4:07 pm » in Investing - Theory, News & General

2 Replies

84 Views

Last post by Makefile
Sat Feb 08, 2025 4:11 pm
Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice

Last post by Nathan Drake « Sat Feb 08, 2025 4:08 pm
Posted in Investing - Theory, News & General
Replies: 171
by flylikeanosprey » Tue Dec 05, 2023 11:08 pm » in Investing - Theory, News & General
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171 Replies

18643 Views

Last post by Nathan Drake
Sat Feb 08, 2025 4:08 pm
Bonds: I surrendered

Last post by PinotGris « Sat Feb 08, 2025 4:08 pm
Posted in Personal Investments
Replies: 92
by PCPilot » Wed Feb 05, 2025 8:57 pm » in Personal Investments
1

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92 Replies

9403 Views

Last post by PinotGris
Sat Feb 08, 2025 4:08 pm
Master Thread for RTP, North Carolina Bogleheads Chapter

Last post by Steve Thorpe « Sat Feb 08, 2025 4:07 pm
Posted in US Chapters
Replies: 81
by Steve Thorpe » Mon Apr 14, 2014 10:06 am » in US Chapters
1

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81 Replies

76574 Views

Last post by Steve Thorpe
Sat Feb 08, 2025 4:07 pm
RTP, NC Chapter Meeting 12:00 Noon Saturday March 8, 2025

Last post by Steve Thorpe « Sat Feb 08, 2025 4:04 pm
Posted in US Chapters

by Steve Thorpe » Sat Feb 08, 2025 4:04 pm » in US Chapters

0 Replies

44 Views

Last post by Steve Thorpe
Sat Feb 08, 2025 4:04 pm
[Resolved] Urgent-Help with Serious Work Issue- Resign or accept reassignment

Last post by Kenkat « Sat Feb 08, 2025 4:02 pm
Posted in Personal Finance (Not Investing)
Replies: 137
by beachmom » Mon Feb 03, 2025 12:34 pm » in Personal Finance (Not Investing)
1

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3
137 Replies

14427 Views

Last post by Kenkat
Sat Feb 08, 2025 4:02 pm
How to Treat "Negative" Basis in Nondeductible IRA

Last post by rhrtmul « Sat Feb 08, 2025 3:59 pm
Posted in Personal Finance (Not Investing)
Replies: 56
by Small Law Survivor » Fri Aug 17, 2018 2:54 pm » in Personal Finance (Not Investing)
1

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56 Replies

5165 Views

Last post by rhrtmul
Sat Feb 08, 2025 3:59 pm
How to find Par Value from TIPS (bought on Fidelity)

Last post by IDpilot « Sat Feb 08, 2025 3:57 pm
Posted in Personal Investments
Replies: 2
by gwu11 » Sat Feb 08, 2025 12:35 pm » in Personal Investments

2 Replies

209 Views

Last post by IDpilot
Sat Feb 08, 2025 3:57 pm
Is umbrella insurance, and higher auto policy limits a waste for regular folks?

Last post by exodusNH « Sat Feb 08, 2025 3:54 pm
Posted in Personal Finance (Not Investing)
Replies: 45
by boglerman » Fri Feb 07, 2025 6:26 am » in Personal Finance (Not Investing)

45 Replies

3466 Views

Last post by exodusNH
Sat Feb 08, 2025 3:54 pm
403B,401A,457B Retirement Portfolio Review

Last post by bonesly « Sat Feb 08, 2025 3:53 pm
Posted in Personal Investments
Replies: 8
by KCBBQ » Sun Feb 02, 2025 7:33 pm » in Personal Investments

8 Replies

1204 Views

Last post by bonesly
Sat Feb 08, 2025 3:53 pm
Move VG Roth to Fidelity for ZERO fund?

Last post by sycamore « Sat Feb 08, 2025 3:50 pm
Posted in Personal Finance (Not Investing)
Replies: 89
by dave.m » Thu Jan 30, 2025 3:01 pm » in Personal Finance (Not Investing)
1

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89 Replies

5711 Views

Last post by sycamore
Sat Feb 08, 2025 3:50 pm
[Form 8606 question]

Last post by Alan S. « Sat Feb 08, 2025 3:49 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by SHADI8331 » Sat Feb 08, 2025 3:09 pm » in Personal Finance (Not Investing)

1 Replies

123 Views

Last post by Alan S.
Sat Feb 08, 2025 3:49 pm

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