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Is this a direct or indirect rollover?

Last post by retiredjg « Mon Oct 02, 2023 7:32 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by vtMaps » Mon Oct 02, 2023 1:30 pm » in Personal Finance (Not Investing)

9 Replies

379 Views

Last post by retiredjg
Mon Oct 02, 2023 7:32 pm
Transfer on Death TOD documents instead of a Will

Last post by bd7 « Mon Oct 02, 2023 7:32 pm
Posted in Personal Finance (Not Investing)
Replies: 13
by SwissCoffee » Sun Oct 01, 2023 10:27 pm » in Personal Finance (Not Investing)

13 Replies

1328 Views

Last post by bd7
Mon Oct 02, 2023 7:32 pm
Who is using a personal finance app?

Last post by mouth « Mon Oct 02, 2023 7:29 pm
Posted in Personal Finance (Not Investing)
Replies: 12
by moneygirl3 » Mon Oct 02, 2023 6:20 am » in Personal Finance (Not Investing)

12 Replies

871 Views

Last post by mouth
Mon Oct 02, 2023 7:29 pm
With rising yields, owning a home looks less attractive

Last post by watchnerd « Mon Oct 02, 2023 7:28 pm
Posted in Investing - Theory, News & General
Replies: 164
by tcrez » Thu Sep 28, 2023 11:43 am » in Investing - Theory, News & General
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164 Replies

10303 Views

Last post by watchnerd
Mon Oct 02, 2023 7:28 pm
Does a POA expire?

Last post by LotsaGray « Mon Oct 02, 2023 7:28 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by Tracker968 » Mon Oct 02, 2023 5:38 pm » in Personal Finance (Not Investing)

5 Replies

297 Views

Last post by LotsaGray
Mon Oct 02, 2023 7:28 pm
Hybrid or non-hybrid vehicle?

Last post by mhalley « Mon Oct 02, 2023 7:28 pm
Posted in Personal Consumer Issues
Replies: 20
by mymoneyresearch » Mon Oct 02, 2023 1:27 pm » in Personal Consumer Issues

20 Replies

918 Views

Last post by mhalley
Mon Oct 02, 2023 7:28 pm
IRS Now Requiring ID.me again?

Last post by JoeNJ28 « Mon Oct 02, 2023 7:26 pm
Posted in Personal Finance (Not Investing)
Replies: 83
by Leesbro63 » Thu Jul 06, 2023 7:45 am » in Personal Finance (Not Investing)
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83 Replies

7357 Views

Last post by JoeNJ28
Mon Oct 02, 2023 7:26 pm
Does a Bond Fund Yield Equal Its Perpetual Withdrawal Rate?

Last post by watchnerd « Mon Oct 02, 2023 7:26 pm
Posted in Investing - Theory, News & General
Replies: 12
by Random Poster » Sun Oct 01, 2023 7:08 pm » in Investing - Theory, News & General

12 Replies

1040 Views

Last post by watchnerd
Mon Oct 02, 2023 7:26 pm
Swedroe (9/27/23 Morningstar): “It’s Too Soon to Say the Value Premium Is Dead”

Last post by Capster1 « Mon Oct 02, 2023 7:22 pm
Posted in Investing - Theory, News & General
Replies: 64
by apex84 » Fri Sep 29, 2023 6:04 am » in Investing - Theory, News & General
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64 Replies

5174 Views

Last post by Capster1
Mon Oct 02, 2023 7:22 pm
Husband cracked his iPhone screen

Last post by rankl « Mon Oct 02, 2023 7:22 pm
Posted in Personal Consumer Issues
Replies: 47
by desigirl » Sat Aug 26, 2023 1:32 am » in Personal Consumer Issues

47 Replies

4120 Views

Last post by rankl
Mon Oct 02, 2023 7:22 pm
Is health insurance cheap in CA?

Last post by tixoboy « Mon Oct 02, 2023 7:20 pm
Posted in Personal Finance (Not Investing)
Replies: 12
by lecithar » Mon Oct 02, 2023 5:03 pm » in Personal Finance (Not Investing)

12 Replies

527 Views

Last post by tixoboy
Mon Oct 02, 2023 7:20 pm
iPhone 13 Mini - Any User Feedback?

Last post by Scott S « Mon Oct 02, 2023 7:18 pm
Posted in Personal Consumer Issues
Replies: 32
by ruanddu » Sat Sep 30, 2023 1:48 pm » in Personal Consumer Issues

32 Replies

2256 Views

Last post by Scott S
Mon Oct 02, 2023 7:18 pm
Dental Insurance

Last post by Tom_T « Mon Oct 02, 2023 7:16 pm
Posted in Personal Consumer Issues
Replies: 29
by tines » Thu Sep 28, 2023 6:50 pm » in Personal Consumer Issues

29 Replies

2974 Views

Last post by Tom_T
Mon Oct 02, 2023 7:16 pm
My stock has lost 17% in 5 days without any announcement: what to do?

Last post by Cash is King « Mon Oct 02, 2023 7:15 pm
Posted in Investing - Theory, News & General
Replies: 58
by Lauretta » Fri Sep 29, 2023 5:41 am » in Investing - Theory, News & General
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58 Replies

6306 Views

Last post by Cash is King
Mon Oct 02, 2023 7:15 pm
Incorrect Backdoor Roth IRA Triggers MA Assessment Notice

Last post by fabdog « Mon Oct 02, 2023 7:14 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by NewtonsApple » Sun Oct 01, 2023 3:34 pm » in Personal Finance (Not Investing)

3 Replies

562 Views

Last post by fabdog
Mon Oct 02, 2023 7:14 pm
Rent or Own Math

Last post by unwitting_gulag « Mon Oct 02, 2023 7:13 pm
Posted in Personal Finance (Not Investing)
Replies: 21
by eri » Fri Sep 29, 2023 1:35 pm » in Personal Finance (Not Investing)

21 Replies

2033 Views

Last post by unwitting_gulag
Mon Oct 02, 2023 7:13 pm
Vanguard QCD Checks

Last post by minesweep « Mon Oct 02, 2023 7:11 pm
Posted in Personal Finance (Not Investing)
Replies: 12
by sport » Tue Aug 08, 2023 9:45 pm » in Personal Finance (Not Investing)

12 Replies

1034 Views

Last post by minesweep
Mon Oct 02, 2023 7:11 pm
Personal Investment Advice

Last post by Natalie20 « Mon Oct 02, 2023 7:09 pm
Posted in Personal Investments
Replies: 33
by Natalie20 » Sun Sep 24, 2023 8:38 pm » in Personal Investments

33 Replies

4659 Views

Last post by Natalie20
Mon Oct 02, 2023 7:09 pm
BND exceeding my patience - need something different

Last post by Drewski04 « Mon Oct 02, 2023 7:09 pm
Posted in Personal Investments
Replies: 48
by daacrusher2001 » Mon Oct 02, 2023 2:47 pm » in Personal Investments

48 Replies

2378 Views

Last post by Drewski04
Mon Oct 02, 2023 7:09 pm
[What TV Show Have You Recently Watched?]

Last post by theac « Mon Oct 02, 2023 7:09 pm
Posted in Personal Consumer Issues
Replies: 5357
by dbCooperAir » Tue Jan 05, 2016 8:32 pm » in Personal Consumer Issues
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5357 Replies

539202 Views

Last post by theac
Mon Oct 02, 2023 7:09 pm
Is it worth it to have small/mid cap index funds in Retirement portfolio?

Last post by tig1 « Mon Oct 02, 2023 7:04 pm
Posted in Personal Investments
Replies: 3
by tig1 » Mon Oct 02, 2023 5:51 pm » in Personal Investments

3 Replies

275 Views

Last post by tig1
Mon Oct 02, 2023 7:04 pm
What are you listening to now

Last post by roamingzebra « Mon Oct 02, 2023 6:57 pm
Posted in Personal Consumer Issues
Replies: 4809
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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4809 Replies

363606 Views

Last post by roamingzebra
Mon Oct 02, 2023 6:57 pm
Family Will Be Uninsured in 30 days, Advice Appreciated

Last post by LotsaGray « Mon Oct 02, 2023 6:56 pm
Posted in Personal Finance (Not Investing)
Replies: 32
by tacobellcow » Mon Oct 02, 2023 2:14 pm » in Personal Finance (Not Investing)

32 Replies

1637 Views

Last post by LotsaGray
Mon Oct 02, 2023 6:56 pm
Please review my investments and help me retire early

Last post by windaar « Mon Oct 02, 2023 6:51 pm
Posted in Personal Investments
Replies: 12
by Bean Boglin » Mon Oct 02, 2023 3:38 am » in Personal Investments

12 Replies

1123 Views

Last post by windaar
Mon Oct 02, 2023 6:51 pm
[Safe Withdrawal Rate] Are you 3% and why/why not?

Last post by skeptical « Mon Oct 02, 2023 6:51 pm
Posted in Personal Investments
Replies: 195
by Heian » Wed Sep 27, 2023 9:04 pm » in Personal Investments
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195 Replies

17268 Views

Last post by skeptical
Mon Oct 02, 2023 6:51 pm
Virginia income tax: Can I deduct out of state property taxes?

Last post by Grogs « Mon Oct 02, 2023 6:46 pm
Posted in Personal Finance (Not Investing)

by Grogs » Mon Oct 02, 2023 6:46 pm » in Personal Finance (Not Investing)

0 Replies

62 Views

Last post by Grogs
Mon Oct 02, 2023 6:46 pm
Fatal NUA error - possible to reverse withdrawal?

Last post by Alan S. « Mon Oct 02, 2023 6:44 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by peratio » Mon Oct 02, 2023 8:29 am » in Personal Finance (Not Investing)

1 Replies

368 Views

Last post by Alan S.
Mon Oct 02, 2023 6:44 pm
4 runner or Outback or Passport: help me decide new car

Last post by rockstar « Mon Oct 02, 2023 6:44 pm
Posted in Personal Consumer Issues
Replies: 82
by frugaltigris » Sat Sep 30, 2023 7:21 am » in Personal Consumer Issues
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82 Replies

4856 Views

Last post by rockstar
Mon Oct 02, 2023 6:44 pm
Three fund portfolio - Moderate risk HIGHER return than high risk?

Last post by retiredjg « Mon Oct 02, 2023 6:34 pm
Posted in Investing - Theory, News & General
Replies: 2
by second_grader » Mon Oct 02, 2023 3:30 pm » in Investing - Theory, News & General

2 Replies

231 Views

Last post by retiredjg
Mon Oct 02, 2023 6:34 pm
New car- four kids

Last post by Arboecars « Mon Oct 02, 2023 6:32 pm
Posted in Personal Consumer Issues
Replies: 30
by bdylan » Sat Sep 30, 2023 11:57 am » in Personal Consumer Issues

30 Replies

2764 Views

Last post by Arboecars
Mon Oct 02, 2023 6:32 pm
I have about 8 years left until my retirement.

Last post by Capster1 « Mon Oct 02, 2023 6:32 pm
Posted in Personal Investments
Replies: 12
by jyun » Sat Sep 30, 2023 10:58 pm » in Personal Investments

12 Replies

2996 Views

Last post by Capster1
Mon Oct 02, 2023 6:32 pm
VTI & Vanguard Bond Index -- Good for taxable brokerage?

Last post by Hyperchicken « Mon Oct 02, 2023 6:31 pm
Posted in Personal Investments
Replies: 10
by ccincis88 » Mon Oct 02, 2023 12:40 pm » in Personal Investments

10 Replies

657 Views

Last post by Hyperchicken
Mon Oct 02, 2023 6:31 pm
Considering Tesla model y long range, what do I need to know?

Last post by H-Town « Mon Oct 02, 2023 6:31 pm
Posted in Personal Consumer Issues
Replies: 36
by tommy85 » Sun Oct 01, 2023 8:47 am » in Personal Consumer Issues

36 Replies

2439 Views

Last post by H-Town
Mon Oct 02, 2023 6:31 pm
Question for Retired Members--life mistakes

Last post by marielake « Mon Oct 02, 2023 6:20 pm
Posted in Personal Finance (Not Investing)
Replies: 68
by cresive » Wed Mar 01, 2017 8:20 am » in Personal Finance (Not Investing)
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68 Replies

12762 Views

Last post by marielake
Mon Oct 02, 2023 6:20 pm
Fidelity Brokerage-link worth it for diversification?

Last post by dcabler « Mon Oct 02, 2023 6:17 pm
Posted in Personal Investments
Replies: 17
by rayne » Sun Oct 01, 2023 1:27 pm » in Personal Investments

17 Replies

1419 Views

Last post by dcabler
Mon Oct 02, 2023 6:17 pm
Social Security / Medicare / Medicaid TIPS

Last post by TravelforFun « Mon Oct 02, 2023 6:08 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by mander75 » Mon Oct 02, 2023 5:29 pm » in Personal Finance (Not Investing)

3 Replies

241 Views

Last post by TravelforFun
Mon Oct 02, 2023 6:08 pm
Just move Bond allocation to STRIPs?

Last post by CletusCaddy « Mon Oct 02, 2023 6:06 pm
Posted in Personal Investments
Replies: 23
by the_wiki » Wed Oct 19, 2022 1:22 pm » in Personal Investments

23 Replies

5147 Views

Last post by CletusCaddy
Mon Oct 02, 2023 6:06 pm
20 - 25 times annual income retirement planning

Last post by epictetus « Mon Oct 02, 2023 6:00 pm
Posted in Personal Investments
Replies: 14
by conservativeX2 » Mon Oct 02, 2023 10:17 am » in Personal Investments

14 Replies

1434 Views

Last post by epictetus
Mon Oct 02, 2023 6:00 pm
Please Help Me Understand What Happens When One Spouse Transitions to Medicare when Using the ACA

Last post by nalor511 « Mon Oct 02, 2023 5:59 pm
Posted in Personal Finance (Not Investing)
Replies: 18
by Carefreeap » Mon Oct 02, 2023 12:25 pm » in Personal Finance (Not Investing)

18 Replies

784 Views

Last post by nalor511
Mon Oct 02, 2023 5:59 pm
Dollar Cost Averaging and Tax Loss Harvesting

Last post by mander75 « Mon Oct 02, 2023 5:56 pm
Posted in Personal Investments
Replies: 27
by mander75 » Tue Sep 12, 2023 5:39 pm » in Personal Investments

27 Replies

2948 Views

Last post by mander75
Mon Oct 02, 2023 5:56 pm
How much do you pay for healthcare (50-65 year olds)

Last post by OrangeKiwi « Mon Oct 02, 2023 5:56 pm
Posted in Personal Finance (Not Investing)
Replies: 103
by EnjoyIt » Sun Sep 27, 2020 12:33 pm » in Personal Finance (Not Investing)
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103 Replies

13560 Views

Last post by OrangeKiwi
Mon Oct 02, 2023 5:56 pm
Medicaid eligibility lumpy income

Last post by Hebell « Mon Oct 02, 2023 5:55 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by Patrick584 » Mon Oct 18, 2021 11:18 am » in Personal Finance (Not Investing)

3 Replies

492 Views

Last post by Hebell
Mon Oct 02, 2023 5:55 pm
explain 'Capital Gains Tax for People Over 65'

Last post by Hacksawdave « Mon Oct 02, 2023 5:53 pm
Posted in Investing - Theory, News & General
Replies: 6
by sunsetting101 » Mon Oct 02, 2023 2:13 pm » in Investing - Theory, News & General

6 Replies

708 Views

Last post by Hacksawdave
Mon Oct 02, 2023 5:53 pm
Schwab/Fidelity/Vanguard for German Stock

Last post by 25millz « Mon Oct 02, 2023 5:45 pm
Posted in Personal Investments
Replies: 2
by 25millz » Mon Oct 02, 2023 3:50 pm » in Personal Investments

2 Replies

192 Views

Last post by 25millz
Mon Oct 02, 2023 5:45 pm
ibonds or treasuries or cds?

Last post by livingalmostlarge « Mon Oct 02, 2023 5:44 pm
Posted in Personal Investments

by livingalmostlarge » Mon Oct 02, 2023 5:44 pm » in Personal Investments

0 Replies

131 Views

Last post by livingalmostlarge
Mon Oct 02, 2023 5:44 pm
The unloved 20-year Treasury bond (now over 5%)

Last post by GP813 « Mon Oct 02, 2023 5:44 pm
Posted in Investing - Theory, News & General
Replies: 22
by MnD » Thu Sep 14, 2023 9:14 am » in Investing - Theory, News & General

22 Replies

3084 Views

Last post by GP813
Mon Oct 02, 2023 5:44 pm
How long does a bond fund take to recover after an increase in yields?

Last post by anagram « Mon Oct 02, 2023 5:31 pm
Posted in Investing - Theory, News & General
Replies: 108
by StillGoing » Sat Sep 23, 2023 1:59 am » in Investing - Theory, News & General
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108 Replies

11278 Views

Last post by anagram
Mon Oct 02, 2023 5:31 pm
the last "double" prior to retirement

Last post by Grogs « Mon Oct 02, 2023 5:30 pm
Posted in Investing - Theory, News & General
Replies: 21
by sambb » Sun Oct 01, 2023 3:48 pm » in Investing - Theory, News & General

21 Replies

3169 Views

Last post by Grogs
Mon Oct 02, 2023 5:30 pm
What frugal thing did you do today?

Last post by MP173 « Mon Oct 02, 2023 5:17 pm
Posted in Personal Consumer Issues
Replies: 3547
by Nectarineman » Sun Dec 24, 2017 11:05 am » in Personal Consumer Issues
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3547 Replies

421618 Views

Last post by MP173
Mon Oct 02, 2023 5:17 pm
Gnucash - how do you setup brokerage accounts and houses

Last post by gavinsiu « Mon Oct 02, 2023 5:16 pm
Posted in Personal Finance (Not Investing)
Replies: 16
by gavinsiu » Fri Sep 22, 2023 12:33 am » in Personal Finance (Not Investing)

16 Replies

1800 Views

Last post by gavinsiu
Mon Oct 02, 2023 5:16 pm

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