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Confused about Roth rollovers and applications

Last post by relativeratio « Thu Aug 18, 2022 4:42 am
Posted in Personal Investments

by relativeratio » Thu Aug 18, 2022 4:42 am » in Personal Investments

0 Replies

13 Views

Last post by relativeratio
Thu Aug 18, 2022 4:42 am
16 Year Bear Market '66-'82

Last post by sschullo « Thu Aug 18, 2022 4:33 am
Posted in Investing - Theory, News & General
Replies: 75
by FellsGuy » Wed Aug 17, 2022 12:19 pm » in Investing - Theory, News & General
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75 Replies

3914 Views

Last post by sschullo
Thu Aug 18, 2022 4:33 am
Can rebalancing unintentionally raise a portfolio’s volatility risk?

Last post by Kinetic Currency « Thu Aug 18, 2022 4:31 am
Posted in Investing - Theory, News & General
Replies: 22
by Kinetic Currency » Mon Aug 15, 2022 6:19 am » in Investing - Theory, News & General

22 Replies

1798 Views

Last post by Kinetic Currency
Thu Aug 18, 2022 4:31 am
TIPS in taxable... ever?

Last post by Offshore « Thu Aug 18, 2022 4:24 am
Posted in Personal Investments
Replies: 11
by Offshore » Wed Aug 17, 2022 8:39 am » in Personal Investments

11 Replies

940 Views

Last post by Offshore
Thu Aug 18, 2022 4:24 am
How can I do a solo 401k?

Last post by comeinvest « Thu Aug 18, 2022 4:18 am
Posted in Personal Investments
Replies: 9
by halivingston » Thu Aug 11, 2022 12:49 am » in Personal Investments

9 Replies

840 Views

Last post by comeinvest
Thu Aug 18, 2022 4:18 am
Excess Term Life Coverage

Last post by Stinky « Thu Aug 18, 2022 4:16 am
Posted in Personal Finance (Not Investing)
Replies: 4
by OilPatchLawyer » Wed Aug 17, 2022 5:59 pm » in Personal Finance (Not Investing)

4 Replies

249 Views

Last post by Stinky
Thu Aug 18, 2022 4:16 am
Sell inherited single stock?

Last post by Zeno « Thu Aug 18, 2022 4:13 am
Posted in Personal Investments
Replies: 11
by Nowwhatnow » Tue Aug 16, 2022 11:21 am » in Personal Investments

11 Replies

1151 Views

Last post by Zeno
Thu Aug 18, 2022 4:13 am
The Final, Definitive Thread on Brokerage Transfer Bonuses

Last post by Leesbro63 « Thu Aug 18, 2022 4:03 am
Posted in Investing - Theory, News & General
Replies: 4134
by Earl Lemongrab » Fri Aug 05, 2016 8:07 pm » in Investing - Theory, News & General
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4134 Replies

641867 Views

Last post by Leesbro63
Thu Aug 18, 2022 4:03 am
Order of repairs (demo/excavation/regrading and heatpump install)

Last post by 4nursebee « Thu Aug 18, 2022 3:54 am
Posted in Personal Consumer Issues
Replies: 12
by jplee3 » Wed Aug 17, 2022 5:20 pm » in Personal Consumer Issues

12 Replies

511 Views

Last post by 4nursebee
Thu Aug 18, 2022 3:54 am
Why do we market weight USA equity but not global equity?

Last post by Mother Biggles « Thu Aug 18, 2022 3:45 am
Posted in Investing - Theory, News & General
Replies: 50
by Trance » Tue Aug 16, 2022 11:39 am » in Investing - Theory, News & General
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50 Replies

2843 Views

Last post by Mother Biggles
Thu Aug 18, 2022 3:45 am
I Bonds Mega Thread (I Bond Heads Rejoice!)

Last post by radioactive « Thu Aug 18, 2022 3:40 am
Posted in Investing - Theory, News & General
Replies: 3438
by tomsense76 » Tue Apr 13, 2021 10:39 pm » in Investing - Theory, News & General
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3438 Replies

371869 Views

Last post by radioactive
Thu Aug 18, 2022 3:40 am
New Avantis worldwide ETF with value tilt

Last post by comeinvest « Thu Aug 18, 2022 3:39 am
Posted in Investing - Theory, News & General
Replies: 38
by brademac » Tue Jun 28, 2022 8:17 pm » in Investing - Theory, News & General

38 Replies

4727 Views

Last post by comeinvest
Thu Aug 18, 2022 3:39 am
My (and spouse) Asset Allocation across 401k, Roth and HSA

Last post by halivingston « Thu Aug 18, 2022 3:39 am
Posted in Personal Investments

by halivingston » Thu Aug 18, 2022 3:39 am » in Personal Investments

0 Replies

56 Views

Last post by halivingston
Thu Aug 18, 2022 3:39 am
Moving money from Company IRA to Vanguard now taking over 3 months. What are my options?

Last post by livesoft « Thu Aug 18, 2022 3:34 am
Posted in Personal Investments
Replies: 24
by passive101 » Wed Jul 20, 2022 1:17 am » in Personal Investments

24 Replies

1669 Views

Last post by livesoft
Thu Aug 18, 2022 3:34 am
Does this car exist? Sexy convertible with a backseat

Last post by Mother Biggles « Thu Aug 18, 2022 3:31 am
Posted in Personal Consumer Issues
Replies: 67
by SRenaeP » Wed Jul 03, 2019 6:48 pm » in Personal Consumer Issues
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67 Replies

5434 Views

Last post by Mother Biggles
Thu Aug 18, 2022 3:31 am
Can’t decide between 401K types (Roth vs Trad) for Tech Worker

Last post by FiveK « Thu Aug 18, 2022 3:30 am
Posted in Personal Investments
Replies: 72
by blaire951 » Sun Aug 14, 2022 10:04 pm » in Personal Investments
1

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72 Replies

4220 Views

Last post by FiveK
Thu Aug 18, 2022 3:30 am
What is considered a lot of money to have saved up?

Last post by sailaway « Thu Aug 18, 2022 3:27 am
Posted in Investing - Theory, News & General
Replies: 63
by Jesteroftheswamp » Fri Jan 17, 2020 10:46 pm » in Investing - Theory, News & General
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63 Replies

8339 Views

Last post by sailaway
Thu Aug 18, 2022 3:27 am
20 Years for SP500 to Recover

Last post by Mother Biggles « Thu Aug 18, 2022 3:20 am
Posted in Investing - Theory, News & General
Replies: 255
by CraigTester » Tue Aug 09, 2022 1:55 pm » in Investing - Theory, News & General
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255 Replies

24482 Views

Last post by Mother Biggles
Thu Aug 18, 2022 3:20 am
Transferring Keepass Data to New Computer

Last post by lawman3966 « Thu Aug 18, 2022 3:17 am
Posted in Personal Consumer Issues
Replies: 7
by lawman3966 » Thu Aug 18, 2022 1:04 am » in Personal Consumer Issues

7 Replies

320 Views

Last post by lawman3966
Thu Aug 18, 2022 3:17 am
American Retiring to Australia? Any Experiences

Last post by Valuethinker « Thu Aug 18, 2022 3:17 am
Posted in Personal Consumer Issues
Replies: 12
by PhoebeCoco » Mon Aug 15, 2022 10:12 am » in Personal Consumer Issues

12 Replies

1111 Views

Last post by Valuethinker
Thu Aug 18, 2022 3:17 am
How to use Excel 97 spreadsheet w/ macros, in Excel 2010 or newer?

Last post by Valuethinker « Thu Aug 18, 2022 3:09 am
Posted in Personal Consumer Issues
Replies: 4
by dratkinson » Wed Aug 17, 2022 5:31 pm » in Personal Consumer Issues

4 Replies

350 Views

Last post by Valuethinker
Thu Aug 18, 2022 3:09 am
Wade Pfau's Retirement (2.2% SWR, Annuities)

Last post by marcopolo « Thu Aug 18, 2022 3:08 am
Posted in Personal Finance (Not Investing)
Replies: 159
by Kaione » Mon Aug 15, 2022 10:03 am » in Personal Finance (Not Investing)
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159 Replies

10723 Views

Last post by marcopolo
Thu Aug 18, 2022 3:08 am
Long(ish) term storage for computer files?

Last post by Northern Flicker « Thu Aug 18, 2022 3:04 am
Posted in Personal Consumer Issues
Replies: 53
by NYCaviator » Sat Aug 13, 2022 5:22 pm » in Personal Consumer Issues
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53 Replies

3175 Views

Last post by Northern Flicker
Thu Aug 18, 2022 3:04 am
Has anyone found voice command to be useful?

Last post by hunoraut « Thu Aug 18, 2022 2:56 am
Posted in Personal Consumer Issues
Replies: 29
by gavinsiu » Wed Aug 17, 2022 3:52 pm » in Personal Consumer Issues

29 Replies

1396 Views

Last post by hunoraut
Thu Aug 18, 2022 2:56 am
Why would anyone buy an income annuity?

Last post by ScubaHogg « Thu Aug 18, 2022 2:43 am
Posted in Personal Investments
Replies: 38
by MrCheapo » Wed Aug 17, 2022 6:28 pm » in Personal Investments

38 Replies

2233 Views

Last post by ScubaHogg
Thu Aug 18, 2022 2:43 am
Ally 2% no penalty CD

Last post by passive101 « Thu Aug 18, 2022 2:34 am
Posted in Personal Investments
Replies: 17
by anthonypals » Wed Aug 17, 2022 8:24 am » in Personal Investments

17 Replies

1472 Views

Last post by passive101
Thu Aug 18, 2022 2:34 am
Bond location when no more room in tax-deffered accounts?

Last post by BFRAME « Thu Aug 18, 2022 2:31 am
Posted in Personal Investments
Replies: 6
by BFRAME » Wed Aug 17, 2022 2:53 am » in Personal Investments

6 Replies

585 Views

Last post by BFRAME
Thu Aug 18, 2022 2:31 am
[Stocks On Sale!]

Last post by Mother Biggles « Thu Aug 18, 2022 2:30 am
Posted in Investing - Theory, News & General
Replies: 41
by slippinsurlies » Tue Aug 16, 2022 9:39 pm » in Investing - Theory, News & General

41 Replies

3648 Views

Last post by Mother Biggles
Thu Aug 18, 2022 2:30 am
What Movie Have You Recently Watched?

Last post by Mother Biggles « Thu Aug 18, 2022 2:28 am
Posted in Personal Consumer Issues
Replies: 8621
by abuss368 » Sat Aug 30, 2014 3:35 pm » in Personal Consumer Issues
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8621 Replies

1668496 Views

Last post by Mother Biggles
Thu Aug 18, 2022 2:28 am
Long term disability—lump sum vs monthly benefits.

Last post by VanGar+Goyle « Thu Aug 18, 2022 2:25 am
Posted in Personal Finance (Not Investing)
Replies: 12
by PicassoSparks » Wed Aug 17, 2022 2:33 pm » in Personal Finance (Not Investing)

12 Replies

626 Views

Last post by VanGar+Goyle
Thu Aug 18, 2022 2:25 am
Income Annuities

Last post by Lawrence of Suburbia « Thu Aug 18, 2022 2:13 am
Posted in Personal Investments
Replies: 31
by TopCat123 » Sun Aug 14, 2022 8:06 pm » in Personal Investments

31 Replies

2235 Views

Last post by Lawrence of Suburbia
Thu Aug 18, 2022 2:13 am
Need new laptop, suggestions on what to buy?

Last post by bampf « Thu Aug 18, 2022 1:47 am
Posted in Personal Consumer Issues
Replies: 16
by tommy85 » Wed Aug 17, 2022 6:39 pm » in Personal Consumer Issues

16 Replies

1049 Views

Last post by bampf
Thu Aug 18, 2022 1:47 am
How to properly annualize sharpe ratio.

Last post by Anon9001 « Thu Aug 18, 2022 1:46 am
Posted in Non-US Investing
Replies: 38
by Anon9001 » Fri Jul 08, 2022 8:41 am » in Non-US Investing

38 Replies

3091 Views

Last post by Anon9001
Thu Aug 18, 2022 1:46 am
Treasuries in portfolio spreadsheet

Last post by RustyShackleford « Thu Aug 18, 2022 1:42 am
Posted in Personal Finance (Not Investing)
Replies: 3
by RustyShackleford » Wed Aug 17, 2022 6:22 pm » in Personal Finance (Not Investing)

3 Replies

346 Views

Last post by RustyShackleford
Thu Aug 18, 2022 1:42 am
Vanguard Website Improvement

Last post by boogiehead « Thu Aug 18, 2022 1:34 am
Posted in Personal Consumer Issues

by boogiehead » Thu Aug 18, 2022 1:34 am » in Personal Consumer Issues

0 Replies

99 Views

Last post by boogiehead
Thu Aug 18, 2022 1:34 am
Fidelity as a one stop shop

Last post by outbackcountry « Thu Aug 18, 2022 1:31 am
Posted in Personal Finance (Not Investing)
Replies: 2747
by BogleMelon » Sat Dec 15, 2018 9:33 pm » in Personal Finance (Not Investing)
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2747 Replies

406799 Views

Last post by outbackcountry
Thu Aug 18, 2022 1:31 am
VMFXX at 2.08% now and keeps growing

Last post by Trance « Thu Aug 18, 2022 1:30 am
Posted in Personal Investments
Replies: 223
by longlife » Thu Jul 14, 2022 10:52 am » in Personal Investments
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223 Replies

31227 Views

Last post by Trance
Thu Aug 18, 2022 1:30 am
Retiring at age 65 and trying to figure the best source to fund a Social Security deferral until age 70?

Last post by fyre4ce « Thu Aug 18, 2022 1:30 am
Posted in Personal Finance (Not Investing)
Replies: 18
by iim7V7IM7 » Tue Aug 16, 2022 2:13 pm » in Personal Finance (Not Investing)

18 Replies

1935 Views

Last post by fyre4ce
Thu Aug 18, 2022 1:30 am
Have we landed softly or is this another up cycle of the crash?

Last post by invest4 « Thu Aug 18, 2022 1:23 am
Posted in Investing - Theory, News & General
Replies: 3
by newyorker » Wed Aug 17, 2022 11:08 pm » in Investing - Theory, News & General

3 Replies

514 Views

Last post by invest4
Thu Aug 18, 2022 1:23 am
Money Market assessment for Vanguard, Schwab, Fidelity, and Merrill Edge

Last post by tomsense76 « Thu Aug 18, 2022 12:44 am
Posted in Investing - Theory, News & General
Replies: 73
by marbat » Fri Aug 12, 2022 1:22 pm » in Investing - Theory, News & General
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73 Replies

5998 Views

Last post by tomsense76
Thu Aug 18, 2022 12:44 am
How will the 1% excise tax on buybacks affect dividends?

Last post by tomsense76 « Thu Aug 18, 2022 12:37 am
Posted in Investing - Theory, News & General
Replies: 26
by Lyrrad » Tue Aug 16, 2022 3:25 pm » in Investing - Theory, News & General

26 Replies

2540 Views

Last post by tomsense76
Thu Aug 18, 2022 12:37 am
Taking a career break

Last post by dboeger1 « Thu Aug 18, 2022 12:27 am
Posted in Personal Finance (Not Investing)
Replies: 12
by NaturallyHorizontal » Wed Aug 17, 2022 9:38 am » in Personal Finance (Not Investing)

12 Replies

1749 Views

Last post by dboeger1
Thu Aug 18, 2022 12:27 am
I buy extended warranties, here's why.

Last post by exodusNH « Thu Aug 18, 2022 12:13 am
Posted in Personal Consumer Issues
Replies: 92
by Chuck Bronson » Mon Aug 15, 2022 2:41 pm » in Personal Consumer Issues
1

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92 Replies

6995 Views

Last post by exodusNH
Thu Aug 18, 2022 12:13 am
ACA insurance, managing income, CSRs, Medicare

Last post by MrsBDG « Thu Aug 18, 2022 12:13 am
Posted in Personal Finance (Not Investing)
Replies: 3
by MrsBDG » Wed Aug 17, 2022 11:27 pm » in Personal Finance (Not Investing)

3 Replies

192 Views

Last post by MrsBDG
Thu Aug 18, 2022 12:13 am
Let's Talk SPX Box Spreads

Last post by adamhg « Thu Aug 18, 2022 12:11 am
Posted in Investing - Theory, News & General
Replies: 323
by GeraniumLover » Mon Feb 21, 2022 10:47 am » in Investing - Theory, News & General
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323 Replies

28396 Views

Last post by adamhg
Thu Aug 18, 2022 12:11 am
Mega Backdoor Roth: tax efficient steps when after-tax contributions must "soak" for 24 months, resulting in gains

Last post by placeholder « Thu Aug 18, 2022 12:03 am
Posted in Personal Finance (Not Investing)
Replies: 12
by t6throwaway » Tue Aug 09, 2022 6:23 pm » in Personal Finance (Not Investing)

12 Replies

1294 Views

Last post by placeholder
Thu Aug 18, 2022 12:03 am
Should I move $10K from VBTLX/VAIPX to I-Bonds?

Last post by corner559 « Thu Aug 18, 2022 12:02 am
Posted in Personal Finance (Not Investing)

by corner559 » Thu Aug 18, 2022 12:02 am » in Personal Finance (Not Investing)

0 Replies

114 Views

Last post by corner559
Thu Aug 18, 2022 12:02 am
personal rent vs buy debate - SF bay area

Last post by Starfish « Wed Aug 17, 2022 11:58 pm
Posted in Personal Finance (Not Investing)
Replies: 37
by tcrez » Mon Aug 15, 2022 1:45 pm » in Personal Finance (Not Investing)

37 Replies

3462 Views

Last post by Starfish
Wed Aug 17, 2022 11:58 pm
[What TV Show Have You Recently Watched?]

Last post by JBTX « Wed Aug 17, 2022 11:57 pm
Posted in Personal Consumer Issues
Replies: 4111
by dbCooperAir » Tue Jan 05, 2016 9:32 pm » in Personal Consumer Issues
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4111 Replies

404047 Views

Last post by JBTX
Wed Aug 17, 2022 11:57 pm
Auto drip coffeemaker optimized for 10-20 fl oz (300-600 ml)?

Last post by DSInvestor « Wed Aug 17, 2022 11:50 pm
Posted in Personal Consumer Issues
Replies: 24
by nisiprius » Wed Aug 17, 2022 10:08 am » in Personal Consumer Issues

24 Replies

1260 Views

Last post by DSInvestor
Wed Aug 17, 2022 11:50 pm

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