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Tax Efficient Strategy using Tax-deferred, Roth, and Taxable accounts

Last post by muffins14 « Fri Sep 22, 2023 2:18 am
Posted in Personal Investments
Replies: 49
by smartinvestor2020 » Sat Aug 05, 2023 5:49 pm » in Personal Investments

49 Replies

3581 Views

Last post by muffins14
Fri Sep 22, 2023 2:18 am
Transitioning from Debt to Retirement

Last post by FiveK « Fri Sep 22, 2023 2:13 am
Posted in Personal Investments
Replies: 1
by myartman » Fri Sep 22, 2023 1:58 am » in Personal Investments

1 Replies

59 Views

Last post by FiveK
Fri Sep 22, 2023 2:13 am
How are you self-insuring for long-term care?

Last post by chassis « Fri Sep 22, 2023 1:58 am
Posted in Investing - Theory, News & General
Replies: 47
by RationalWalk » Wed Sep 20, 2023 5:07 pm » in Investing - Theory, News & General

47 Replies

4107 Views

Last post by chassis
Fri Sep 22, 2023 1:58 am
Now that long TIPS have surged past 2.25% I will…

Last post by McQ « Fri Sep 22, 2023 1:56 am
Posted in Investing - Theory, News & General
Replies: 1290
by McQ » Sun Sep 18, 2022 11:08 pm » in Investing - Theory, News & General
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1290 Replies

144652 Views

Last post by McQ
Fri Sep 22, 2023 1:56 am
Modified versions of HFEA with ITT and Futures / Lifecycle Investing with Modern Portfolio Theory

Last post by unemployed_pysicist « Fri Sep 22, 2023 1:49 am
Posted in Investing - Theory, News & General
Replies: 2748
by skierincolorado » Fri Sep 03, 2021 10:27 pm » in Investing - Theory, News & General
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2748 Replies

297405 Views

Last post by unemployed_pysicist
Fri Sep 22, 2023 1:49 am
Safe Withdrawal Rates: Does it matter if the bond component is short, intermediate, or long?

Last post by StillGoing « Fri Sep 22, 2023 1:45 am
Posted in Investing - Theory, News & General
Replies: 33
by StillGoing » Sat Sep 16, 2023 1:58 am » in Investing - Theory, News & General

33 Replies

4075 Views

Last post by StillGoing
Fri Sep 22, 2023 1:45 am
Pension denied with Northrop Grumman

Last post by chassis « Fri Sep 22, 2023 1:43 am
Posted in Personal Finance (Not Investing)
Replies: 29
by Frankfurter123 » Tue Sep 19, 2023 2:38 pm » in Personal Finance (Not Investing)

29 Replies

6901 Views

Last post by chassis
Fri Sep 22, 2023 1:43 am
The AMD/NVDA chip stocks are driving me crazy

Last post by steadyosmosis « Fri Sep 22, 2023 1:42 am
Posted in Personal Investments
Replies: 5
by cutebean » Thu Sep 21, 2023 11:25 pm » in Personal Investments

5 Replies

486 Views

Last post by steadyosmosis
Fri Sep 22, 2023 1:42 am
Job workload completely unmanageable

Last post by happy_statistician « Fri Sep 22, 2023 1:32 am
Posted in Personal Consumer Issues
Replies: 6
by nimo956 » Thu Sep 21, 2023 11:54 pm » in Personal Consumer Issues

6 Replies

518 Views

Last post by happy_statistician
Fri Sep 22, 2023 1:32 am
Using Mint to Track your parent's spending

Last post by gavinsiu « Fri Sep 22, 2023 1:31 am
Posted in Personal Investments
Replies: 2
by gavinsiu » Fri Sep 22, 2023 12:51 am » in Personal Investments

2 Replies

164 Views

Last post by gavinsiu
Fri Sep 22, 2023 1:31 am
Whole Foods' Palm Scanning Technology: Are you all in?

Last post by Cruise « Fri Sep 22, 2023 1:30 am
Posted in Personal Consumer Issues

by Cruise » Fri Sep 22, 2023 1:30 am » in Personal Consumer Issues

0 Replies

85 Views

Last post by Cruise
Fri Sep 22, 2023 1:30 am
Gnucash - how do you setup brokerage accounts and houses

Last post by gavinsiu « Fri Sep 22, 2023 1:24 am
Posted in Personal Investments
Replies: 2
by gavinsiu » Fri Sep 22, 2023 12:33 am » in Personal Investments

2 Replies

165 Views

Last post by gavinsiu
Fri Sep 22, 2023 1:24 am
HR Block: Home office deduction not reported on Sched C?

Last post by nalor511 « Fri Sep 22, 2023 1:18 am
Posted in Personal Finance (Not Investing)
Replies: 23
by Raspberry-503 » Wed Sep 20, 2023 4:57 pm » in Personal Finance (Not Investing)

23 Replies

1116 Views

Last post by nalor511
Fri Sep 22, 2023 1:18 am
Aren't you an above-average investor?

Last post by Northern Flicker « Fri Sep 22, 2023 1:11 am
Posted in Investing - Theory, News & General
Replies: 76
by simpleisbest » Thu Sep 21, 2023 9:29 am » in Investing - Theory, News & General
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76 Replies

3675 Views

Last post by Northern Flicker
Fri Sep 22, 2023 1:11 am
Why Not a Bank CD Instead of a Bond Fund?

Last post by Kinkajou82 « Fri Sep 22, 2023 1:09 am
Posted in Personal Investments
Replies: 51
by Drewski04 » Thu Sep 21, 2023 11:10 am » in Personal Investments
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51 Replies

2871 Views

Last post by Kinkajou82
Fri Sep 22, 2023 1:09 am
Value Investing Forums / Websites ?

Last post by Nathan Drake « Fri Sep 22, 2023 1:07 am
Posted in Investing - Theory, News & General
Replies: 18
by Fat-Tailed Contagion » Wed Sep 20, 2023 6:35 pm » in Investing - Theory, News & General

18 Replies

1405 Views

Last post by Nathan Drake
Fri Sep 22, 2023 1:07 am
changing G plan to N supplement plan?

Last post by Northern Flicker « Fri Sep 22, 2023 12:48 am
Posted in Personal Finance (Not Investing)
Replies: 50
by rb5505 » Sun Sep 17, 2023 12:10 am » in Personal Finance (Not Investing)
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50 Replies

4273 Views

Last post by Northern Flicker
Fri Sep 22, 2023 12:48 am
International large value etf options

Last post by muffins14 « Fri Sep 22, 2023 12:45 am
Posted in Personal Investments
Replies: 15
by placeholder » Sun Oct 09, 2022 9:44 pm » in Personal Investments

15 Replies

1620 Views

Last post by muffins14
Fri Sep 22, 2023 12:45 am
Costco - Executive Membership for big purchases

Last post by FIRWYW « Fri Sep 22, 2023 12:45 am
Posted in Personal Consumer Issues
Replies: 12
by michaeljc70 » Thu Sep 21, 2023 5:55 pm » in Personal Consumer Issues

12 Replies

1332 Views

Last post by FIRWYW
Fri Sep 22, 2023 12:45 am
Mass Emailing Service

Last post by twh « Fri Sep 22, 2023 12:44 am
Posted in Personal Consumer Issues
Replies: 6
by clemrick » Thu Sep 21, 2023 4:08 pm » in Personal Consumer Issues

6 Replies

431 Views

Last post by twh
Fri Sep 22, 2023 12:44 am
Ways to take advantage of unemployment

Last post by placeholder « Fri Sep 22, 2023 12:44 am
Posted in Personal Investments
Replies: 2
by acejacksingh » Thu Sep 21, 2023 7:31 pm » in Personal Investments

2 Replies

376 Views

Last post by placeholder
Fri Sep 22, 2023 12:44 am
IRS Form 1116 (foreign income tax paid)

Last post by twh « Fri Sep 22, 2023 12:38 am
Posted in Personal Finance (Not Investing)
Replies: 6
by redeem_ct » Thu Sep 21, 2023 1:33 am » in Personal Finance (Not Investing)

6 Replies

663 Views

Last post by twh
Fri Sep 22, 2023 12:38 am
Deflation protection with TIPS

Last post by Northern Flicker « Fri Sep 22, 2023 12:33 am
Posted in Investing - Theory, News & General
Replies: 34
by strongboy2005 » Wed Sep 20, 2023 5:50 pm » in Investing - Theory, News & General

34 Replies

2706 Views

Last post by Northern Flicker
Fri Sep 22, 2023 12:33 am
Feeling silly for buying long term bonds

Last post by Beensabu « Fri Sep 22, 2023 12:28 am
Posted in Personal Investments
Replies: 10
by boringinvestor » Thu Sep 21, 2023 9:13 pm » in Personal Investments

10 Replies

1007 Views

Last post by Beensabu
Fri Sep 22, 2023 12:28 am
Dollar Cost Averaging and Tax Loss Harvesting

Last post by placeholder « Fri Sep 22, 2023 12:24 am
Posted in Personal Investments
Replies: 3
by mander75 » Tue Sep 12, 2023 5:39 pm » in Personal Investments

3 Replies

471 Views

Last post by placeholder
Fri Sep 22, 2023 12:24 am
First Time Snowboarding..Should I?

Last post by liynus « Fri Sep 22, 2023 12:20 am
Posted in Personal Consumer Issues
Replies: 16
by zeldak » Thu Sep 21, 2023 7:38 pm » in Personal Consumer Issues

16 Replies

851 Views

Last post by liynus
Fri Sep 22, 2023 12:20 am
Federal pension for older folks

Last post by gclancer « Fri Sep 22, 2023 12:18 am
Posted in Personal Finance (Not Investing)
Replies: 3
by vk22 » Thu Sep 21, 2023 9:35 pm » in Personal Finance (Not Investing)

3 Replies

481 Views

Last post by gclancer
Fri Sep 22, 2023 12:18 am
Where to get a signature guarantee

Last post by Northern Flicker « Fri Sep 22, 2023 12:10 am
Posted in Personal Investments
Replies: 10
by metalworking » Thu Sep 21, 2023 8:46 pm » in Personal Investments

10 Replies

601 Views

Last post by Northern Flicker
Fri Sep 22, 2023 12:10 am
What is the risk of using Vanguard's 4-hour log-in option?

Last post by typical.investor « Fri Sep 22, 2023 12:03 am
Posted in Personal Consumer Issues
Replies: 15
by CenTexan » Fri Sep 15, 2023 9:29 am » in Personal Consumer Issues

15 Replies

2506 Views

Last post by typical.investor
Fri Sep 22, 2023 12:03 am
Investing/Withdrawal Strategy for Non-Spouse Beneficiary IRA

Last post by Investordude « Fri Sep 22, 2023 12:01 am
Posted in Personal Investments

by Investordude » Fri Sep 22, 2023 12:01 am » in Personal Investments

0 Replies

96 Views

Last post by Investordude
Fri Sep 22, 2023 12:01 am
Seeking New Home Construction Tips

Last post by 816_Feet « Fri Sep 22, 2023 12:01 am
Posted in Personal Finance (Not Investing)
Replies: 22
by SchruteBucks » Thu Sep 21, 2023 10:28 am » in Personal Finance (Not Investing)

22 Replies

1275 Views

Last post by 816_Feet
Fri Sep 22, 2023 12:01 am
Relationship Between Federal Tax Rate & Qualified Dividend Rate

Last post by muffins14 « Thu Sep 21, 2023 11:49 pm
Posted in Personal Investments
Replies: 8
by DelMar » Wed Sep 20, 2023 7:05 pm » in Personal Investments

8 Replies

940 Views

Last post by muffins14
Thu Sep 21, 2023 11:49 pm
Taking a Lyft / Uber ride to a neighboring state?

Last post by cubs1999 « Thu Sep 21, 2023 11:48 pm
Posted in Personal Consumer Issues
Replies: 37
by indexfundfan » Tue Sep 19, 2023 10:08 am » in Personal Consumer Issues

37 Replies

2613 Views

Last post by cubs1999
Thu Sep 21, 2023 11:48 pm
Irrevocable Trusts - Basis of Property Acquired From a Decedent

Last post by Grt2bOutdoors « Thu Sep 21, 2023 11:46 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by Grt2bOutdoors » Thu Sep 21, 2023 10:28 pm » in Personal Finance (Not Investing)

2 Replies

228 Views

Last post by Grt2bOutdoors
Thu Sep 21, 2023 11:46 pm
Dr.Gold : iterating on the Golden Butterfly

Last post by countmein « Thu Sep 21, 2023 11:34 pm
Posted in Personal Investments
Replies: 2
by monkeywicked » Thu Sep 21, 2023 9:17 pm » in Personal Investments

2 Replies

360 Views

Last post by countmein
Thu Sep 21, 2023 11:34 pm
Delinquent 5500-EZ, maybe?

Last post by cashmoney « Thu Sep 21, 2023 11:32 pm
Posted in Personal Investments
Replies: 12
by bjuneure » Thu Sep 21, 2023 7:13 am » in Personal Investments

12 Replies

1018 Views

Last post by cashmoney
Thu Sep 21, 2023 11:32 pm
Has Edward Jones changed its practices?

Last post by JBTX « Thu Sep 21, 2023 11:31 pm
Posted in Investing - Theory, News & General
Replies: 24
by GerryL » Wed Sep 20, 2023 9:08 pm » in Investing - Theory, News & General

24 Replies

3268 Views

Last post by JBTX
Thu Sep 21, 2023 11:31 pm
Problems with a Vanguard 529 account. They closed it.

Last post by SxSW « Thu Sep 21, 2023 11:26 pm
Posted in Personal Finance (Not Investing)
Replies: 24
by bobequus » Wed Sep 20, 2023 3:23 pm » in Personal Finance (Not Investing)

24 Replies

1828 Views

Last post by SxSW
Thu Sep 21, 2023 11:26 pm
Share your net worth progression

Last post by Firemenot « Thu Sep 21, 2023 11:26 pm
Posted in Personal Finance (Not Investing)
Replies: 3791
by techcrium » Tue May 13, 2014 10:14 am » in Personal Finance (Not Investing)
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3791 Replies

904831 Views

Last post by Firemenot
Thu Sep 21, 2023 11:26 pm
1Password

Last post by MathWizard « Thu Sep 21, 2023 11:20 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by anagram » Thu Sep 21, 2023 5:42 pm » in Personal Finance (Not Investing)

14 Replies

1026 Views

Last post by MathWizard
Thu Sep 21, 2023 11:20 pm
Thinking of Departing the Formation [Moving to a financial advisor]

Last post by random_walker_77 « Thu Sep 21, 2023 11:19 pm
Posted in Personal Investments
Replies: 149
by H20SnoSki » Sun Sep 10, 2023 10:14 am » in Personal Investments
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149 Replies

14447 Views

Last post by random_walker_77
Thu Sep 21, 2023 11:19 pm
Debit card fraud

Last post by ResearchMed « Thu Sep 21, 2023 11:01 pm
Posted in Personal Finance (Not Investing)
Replies: 21
by Dead Man Walking » Wed Sep 20, 2023 8:33 pm » in Personal Finance (Not Investing)

21 Replies

2046 Views

Last post by ResearchMed
Thu Sep 21, 2023 11:01 pm
VMFXX

Last post by muffins14 « Thu Sep 21, 2023 10:56 pm
Posted in Personal Investments
Replies: 2
by joelly » Thu Sep 21, 2023 9:34 pm » in Personal Investments

2 Replies

506 Views

Last post by muffins14
Thu Sep 21, 2023 10:56 pm
Portfolio Review - how to optimize for retirement

Last post by FiveK « Thu Sep 21, 2023 10:39 pm
Posted in Personal Investments
Replies: 1
by AdvertisingPretend98 » Thu Sep 21, 2023 8:55 pm » in Personal Investments

1 Replies

263 Views

Last post by FiveK
Thu Sep 21, 2023 10:39 pm
Premium for 2 million umbrella policy

Last post by VanguardInvestor1972 « Thu Sep 21, 2023 10:36 pm
Posted in Personal Finance (Not Investing)
Replies: 105
by A440 » Mon Jul 31, 2023 4:00 pm » in Personal Finance (Not Investing)
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105 Replies

12832 Views

Last post by VanguardInvestor1972
Thu Sep 21, 2023 10:36 pm
Seeking Solo 401K Advice

Last post by Luckywon « Thu Sep 21, 2023 10:34 pm
Posted in Personal Investments
Replies: 32
by WoodSprite » Wed Sep 20, 2023 5:51 pm » in Personal Investments

32 Replies

1443 Views

Last post by Luckywon
Thu Sep 21, 2023 10:34 pm
Jack Bogle - Two Fund Portfolio

Last post by Grt2bOutdoors « Thu Sep 21, 2023 10:33 pm
Posted in Investing - Theory, News & General
Replies: 2627
by abuss368 » Fri Apr 01, 2016 8:44 pm » in Investing - Theory, News & General
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2627 Replies

295270 Views

Last post by Grt2bOutdoors
Thu Sep 21, 2023 10:33 pm
Withdrawal from 401k vs trust

Last post by Ichthyo20023saurs « Thu Sep 21, 2023 10:23 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by Ichthyo20023saurs » Thu Sep 21, 2023 2:27 pm » in Personal Finance (Not Investing)

3 Replies

269 Views

Last post by Ichthyo20023saurs
Thu Sep 21, 2023 10:23 pm
which cards let you issue virtual credit card numbers

Last post by ThereAreNoGurus « Thu Sep 21, 2023 10:21 pm
Posted in Personal Finance (Not Investing)
Replies: 40
by heartwood » Thu Sep 14, 2023 3:59 pm » in Personal Finance (Not Investing)

40 Replies

3836 Views

Last post by ThereAreNoGurus
Thu Sep 21, 2023 10:21 pm
Transfer of maturing IRA CD to Fidelity (pull)

Last post by MacktheKnife « Thu Sep 21, 2023 10:20 pm
Posted in Investing - Theory, News & General
Replies: 3
by MacktheKnife » Thu Sep 21, 2023 7:58 pm » in Investing - Theory, News & General

3 Replies

286 Views

Last post by MacktheKnife
Thu Sep 21, 2023 10:20 pm

Search found 666 matches

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