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Open account at same bank as elderly parent?

Last post by Second Round « Thu Jan 23, 2025 7:26 pm
Posted in Personal Consumer Issues

by Second Round » Thu Jan 23, 2025 7:26 pm » in Personal Consumer Issues

0 Replies

13 Views

Last post by Second Round
Thu Jan 23, 2025 7:26 pm
Rebalancing question - oversized bond allocation in deferred annuity?

Last post by manlymatt83 « Thu Jan 23, 2025 6:27 pm
Posted in Personal Investments

by manlymatt83 » Thu Jan 23, 2025 6:27 pm » in Personal Investments

0 Replies

59 Views

Last post by manlymatt83
Thu Jan 23, 2025 6:27 pm
Accrued interest on brokered CD sale?

Last post by XwordPuzzler « Thu Jan 23, 2025 4:47 pm
Posted in Personal Investments

by XwordPuzzler » Thu Jan 23, 2025 4:47 pm » in Personal Investments

0 Replies

47 Views

Last post by XwordPuzzler
Thu Jan 23, 2025 4:47 pm
VA HealthCare and ACA overlap Tax Consequence

Last post by mkmal1 « Thu Jan 23, 2025 2:55 pm
Posted in Personal Finance (Not Investing)

by mkmal1 » Thu Jan 23, 2025 2:55 pm » in Personal Finance (Not Investing)

0 Replies

98 Views

Last post by mkmal1
Thu Jan 23, 2025 2:55 pm
FIREd US citizen moving to UK - preparing (part 2)

Last post by ysette9 « Thu Jan 23, 2025 12:29 pm
Posted in Non-US Investing

by ysette9 » Thu Jan 23, 2025 12:29 pm » in Non-US Investing

0 Replies

164 Views

Last post by ysette9
Thu Jan 23, 2025 12:29 pm
Looking for original watercolor paintings in Germany, Spain, Portugal and Netherlands

Last post by egri « Wed Jan 22, 2025 11:20 pm
Posted in Personal Consumer Issues

by egri » Wed Jan 22, 2025 11:20 pm » in Personal Consumer Issues

0 Replies

234 Views

Last post by egri
Wed Jan 22, 2025 11:20 pm
IRS 709 form question for 2024

Last post by petras52 « Wed Jan 22, 2025 11:50 am
Posted in Personal Finance (Not Investing)

by petras52 » Wed Jan 22, 2025 11:50 am » in Personal Finance (Not Investing)

0 Replies

167 Views

Last post by petras52
Wed Jan 22, 2025 11:50 am
Examining the impact of stock volatility on trading frequency among people who gamble

Last post by achillesheel « Wed Jan 22, 2025 10:32 am
Posted in Investing - Theory, News & General

by achillesheel » Wed Jan 22, 2025 10:32 am » in Investing - Theory, News & General

0 Replies

238 Views

Last post by achillesheel
Wed Jan 22, 2025 10:32 am
Hampton Roads-Tidewater Chapter Virginia

Last post by Deleme « Tue Jan 21, 2025 7:39 pm
Posted in US Chapters

by Deleme » Tue Jan 21, 2025 7:39 pm » in US Chapters

0 Replies

172 Views

Last post by Deleme
Tue Jan 21, 2025 7:39 pm
Best Airline or Credit Card Promo for opening biz checking account.....

Last post by atwnsw « Tue Jan 21, 2025 12:53 pm
Posted in Personal Consumer Issues

by atwnsw » Tue Jan 21, 2025 12:53 pm » in Personal Consumer Issues

0 Replies

165 Views

Last post by atwnsw
Tue Jan 21, 2025 12:53 pm
About rollover 401k

Last post by Mgj « Mon Jan 20, 2025 12:39 pm
Posted in Personal Investments

by Mgj » Mon Jan 20, 2025 12:39 pm » in Personal Investments

0 Replies

145 Views

Last post by Mgj
Mon Jan 20, 2025 12:39 pm
TIP: reduce time out-of-market during slow transfers

Last post by ER_LatePlanner « Mon Jan 20, 2025 6:44 am
Posted in Personal Finance (Not Investing)

by ER_LatePlanner » Mon Jan 20, 2025 6:44 am » in Personal Finance (Not Investing)

0 Replies

248 Views

Last post by ER_LatePlanner
Mon Jan 20, 2025 6:44 am
[Australia] Seeking advice - Investment strategy for new investor

Last post by J-Steve « Sun Jan 19, 2025 4:20 am
Posted in Non-US Investing

by J-Steve » Sun Jan 19, 2025 4:20 am » in Non-US Investing

0 Replies

612 Views

Last post by J-Steve
Sun Jan 19, 2025 4:20 am
WSJ Reporter doing story about accelerating income to avoid larger tax later

Last post by Mel Lindauer « Fri Jan 17, 2025 4:52 pm
Posted in Investing - Theory, News & General

by Mel Lindauer » Fri Jan 17, 2025 4:52 pm » in Investing - Theory, News & General

0 Replies

473 Views

Last post by Mel Lindauer
Fri Jan 17, 2025 4:52 pm
Can you use a Authenticator (TOTP) app with Vanguard?

Last post by cupcakeswsprinkles « Thu Jan 16, 2025 12:50 pm
Posted in Personal Consumer Issues

by cupcakeswsprinkles » Thu Jan 16, 2025 12:50 pm » in Personal Consumer Issues

0 Replies

270 Views

Last post by cupcakeswsprinkles
Thu Jan 16, 2025 12:50 pm
Wealthfront Direct Indexing now .09%

Last post by the_wiki « Wed Jan 15, 2025 5:29 pm
Posted in Investing - Theory, News & General

by the_wiki » Wed Jan 15, 2025 5:29 pm » in Investing - Theory, News & General

0 Replies

417 Views

Last post by the_wiki
Wed Jan 15, 2025 5:29 pm
ACATS Transfer from TastyTrade to Fidelity

Last post by throw123112 « Tue Jan 14, 2025 9:30 pm
Posted in Investing - Theory, News & General

by throw123112 » Tue Jan 14, 2025 9:30 pm » in Investing - Theory, News & General

0 Replies

341 Views

Last post by throw123112
Tue Jan 14, 2025 9:30 pm
Nanalyze Portfolio (for nontaxable)

Last post by wije « Mon Jan 13, 2025 12:31 am
Posted in Investing - Theory, News & General

by wije » Mon Jan 13, 2025 12:31 am » in Investing - Theory, News & General

0 Replies

749 Views

Last post by wije
Mon Jan 13, 2025 12:31 am
Regions bank sign up bonus, anyone do this recently?

Last post by hoofaman « Sun Jan 12, 2025 6:37 pm
Posted in Personal Finance (Not Investing)

by hoofaman » Sun Jan 12, 2025 6:37 pm » in Personal Finance (Not Investing)

0 Replies

607 Views

Last post by hoofaman
Sun Jan 12, 2025 6:37 pm
New Jersey Chapter

Last post by wojo_ate_ur_cat « Sun Jan 12, 2025 4:36 pm
Posted in US Chapters

by wojo_ate_ur_cat » Sun Jan 12, 2025 4:36 pm » in US Chapters

0 Replies

947 Views

Last post by wojo_ate_ur_cat
Sun Jan 12, 2025 4:36 pm
Traveler's Checks (or Cheques)

Last post by Mad Hatter « Sun Jan 12, 2025 3:23 pm
Posted in Personal Consumer Issues

by Mad Hatter » Sun Jan 12, 2025 3:23 pm » in Personal Consumer Issues

0 Replies

826 Views

Last post by Mad Hatter
Sun Jan 12, 2025 3:23 pm
60 day IRA rollover & RMDs

Last post by Fernweh « Sun Jan 12, 2025 1:27 pm
Posted in Personal Investments

by Fernweh » Sun Jan 12, 2025 1:27 pm » in Personal Investments

0 Replies

518 Views

Last post by Fernweh
Sun Jan 12, 2025 1:27 pm
Attn: Xero users..limiting access to previous owner

Last post by Carguy85 « Sun Jan 12, 2025 9:54 am
Posted in Personal Finance (Not Investing)

by Carguy85 » Sun Jan 12, 2025 9:54 am » in Personal Finance (Not Investing)

0 Replies

552 Views

Last post by Carguy85
Sun Jan 12, 2025 9:54 am
Customized dynamic 5% withdraw rule, what about you?

Last post by itnetpro « Fri Jan 10, 2025 3:53 pm
Posted in Personal Investments

by itnetpro » Fri Jan 10, 2025 3:53 pm » in Personal Investments

0 Replies

627 Views

Last post by itnetpro
Fri Jan 10, 2025 3:53 pm
NUA LSD with lingering dividend [Net Unrealized Appreciation Lump-Sum Distribution]

Last post by Midwest75132 « Thu Jan 09, 2025 4:01 pm
Posted in Personal Investments

by Midwest75132 » Thu Jan 09, 2025 4:01 pm » in Personal Investments

0 Replies

555 Views

Last post by Midwest75132
Thu Jan 09, 2025 4:01 pm
Bond Ladder for LTC Fund

Last post by jaMichael « Thu Jan 09, 2025 11:05 am
Posted in Personal Investments

by jaMichael » Thu Jan 09, 2025 11:05 am » in Personal Investments

0 Replies

500 Views

Last post by jaMichael
Thu Jan 09, 2025 11:05 am
Yet another retirement planner

Last post by SnowyOwl « Wed Jan 08, 2025 11:17 pm
Posted in Investing - Theory, News & General

by SnowyOwl » Wed Jan 08, 2025 11:17 pm » in Investing - Theory, News & General

0 Replies

813 Views

Last post by SnowyOwl
Wed Jan 08, 2025 11:17 pm
Morningstar Investor X-Ray All Portfolios combined?

Last post by Sunrise « Wed Jan 08, 2025 7:40 pm
Posted in Investing - Theory, News & General

by Sunrise » Wed Jan 08, 2025 7:40 pm » in Investing - Theory, News & General

0 Replies

595 Views

Last post by Sunrise
Wed Jan 08, 2025 7:40 pm
US Citizen planning on Retiring in early 40s in the UK - Seeking Advice

Last post by CLee « Wed Jan 08, 2025 2:15 pm
Posted in Non-US Investing

by CLee » Wed Jan 08, 2025 2:15 pm » in Non-US Investing

0 Replies

1811 Views

Last post by CLee
Wed Jan 08, 2025 2:15 pm
April Van In France - Nice to Jura?

Last post by eri « Wed Jan 08, 2025 12:27 pm
Posted in Personal Consumer Issues

by eri » Wed Jan 08, 2025 12:27 pm » in Personal Consumer Issues

0 Replies

572 Views

Last post by eri
Wed Jan 08, 2025 12:27 pm
401k/403b/457b loans and reduced tax burden

Last post by prioritarian « Wed Jan 08, 2025 11:47 am
Posted in Investing - Theory, News & General

by prioritarian » Wed Jan 08, 2025 11:47 am » in Investing - Theory, News & General

0 Replies

533 Views

Last post by prioritarian
Wed Jan 08, 2025 11:47 am
Vanguard Portal

Last post by TTR « Tue Jan 07, 2025 7:10 pm
Posted in Personal Investments

by TTR » Tue Jan 07, 2025 7:10 pm » in Personal Investments

0 Replies

635 Views

Last post by TTR
Tue Jan 07, 2025 7:10 pm
Backtester?

Last post by itnetpro « Mon Jan 06, 2025 12:45 pm
Posted in Personal Investments

by itnetpro » Mon Jan 06, 2025 12:45 pm » in Personal Investments

0 Replies

564 Views

Last post by itnetpro
Mon Jan 06, 2025 12:45 pm
FERS Supplement Income Test limit exceeded at 61 years old

Last post by TunaBob « Mon Jan 06, 2025 10:56 am
Posted in Personal Finance (Not Investing)

by TunaBob » Mon Jan 06, 2025 10:56 am » in Personal Finance (Not Investing)

0 Replies

595 Views

Last post by TunaBob
Mon Jan 06, 2025 10:56 am
Is there a Website that calculates TEY for all bonds Realtime?

Last post by LISD « Sun Jan 05, 2025 10:19 pm
Posted in Personal Investments

by LISD » Sun Jan 05, 2025 10:19 pm » in Personal Investments

0 Replies

623 Views

Last post by LISD
Sun Jan 05, 2025 10:19 pm
Investing for Indian parents - Concerned about PFIC rules

Last post by grh8842 « Sun Jan 05, 2025 4:00 pm
Posted in Non-US Investing

by grh8842 » Sun Jan 05, 2025 4:00 pm » in Non-US Investing

0 Replies

1944 Views

Last post by grh8842
Sun Jan 05, 2025 4:00 pm
Is there a way to freeze business credit?

Last post by realclemsongrad « Sun Jan 05, 2025 11:08 am
Posted in Personal Consumer Issues

by realclemsongrad » Sun Jan 05, 2025 11:08 am » in Personal Consumer Issues

0 Replies

622 Views

Last post by realclemsongrad
Sun Jan 05, 2025 11:08 am
Personal Loan Interest Reporting Requirement

Last post by Carolina Shagger « Sat Jan 04, 2025 1:01 pm
Posted in Personal Finance (Not Investing)

by Carolina Shagger » Sat Jan 04, 2025 1:01 pm » in Personal Finance (Not Investing)

0 Replies

613 Views

Last post by Carolina Shagger
Sat Jan 04, 2025 1:01 pm
hicapitalize.com will transfer ascensus 401k to vanguard ira?

Last post by Mrbogleheads « Sat Jan 04, 2025 5:31 am
Posted in Investing - Theory, News & General

by Mrbogleheads » Sat Jan 04, 2025 5:31 am » in Investing - Theory, News & General

0 Replies

626 Views

Last post by Mrbogleheads
Sat Jan 04, 2025 5:31 am
Retirement Calculators and asset mix

Last post by Joe3zz « Fri Jan 03, 2025 6:09 pm
Posted in Personal Investments

by Joe3zz » Fri Jan 03, 2025 6:09 pm » in Personal Investments

0 Replies

702 Views

Last post by Joe3zz
Fri Jan 03, 2025 6:09 pm
2025 changes in electric vehicle federal tax credit eligibility

Last post by MnD « Fri Jan 03, 2025 10:58 am
Posted in Personal Consumer Issues

by MnD » Fri Jan 03, 2025 10:58 am » in Personal Consumer Issues

0 Replies

773 Views

Last post by MnD
Fri Jan 03, 2025 10:58 am
Regulatory Agency for Non-ERISA 403(b) Plan

Last post by tv qvoqve « Wed Jan 01, 2025 4:31 pm
Posted in Personal Finance (Not Investing)

by tv qvoqve » Wed Jan 01, 2025 4:31 pm » in Personal Finance (Not Investing)

0 Replies

581 Views

Last post by tv qvoqve
Wed Jan 01, 2025 4:31 pm
TSM (VTI) vs TWSM (VT)

Last post by galeno « Wed Jan 01, 2025 3:57 pm
Posted in Investing - Theory, News & General

by galeno » Wed Jan 01, 2025 3:57 pm » in Investing - Theory, News & General

0 Replies

683 Views

Last post by galeno
Wed Jan 01, 2025 3:57 pm
Need Chicagoland Chapter in 2025

Last post by MrsT-intheburb « Tue Dec 31, 2024 3:27 pm
Posted in US Chapters

by MrsT-intheburb » Tue Dec 31, 2024 3:27 pm » in US Chapters

0 Replies

1214 Views

Last post by MrsT-intheburb
Tue Dec 31, 2024 3:27 pm
TEFRA withholding

Last post by delluria « Tue Dec 31, 2024 12:24 pm
Posted in Spain

by delluria » Tue Dec 31, 2024 12:24 pm » in Spain

0 Replies

1426 Views

Last post by delluria
Tue Dec 31, 2024 12:24 pm
RMD plus Interest

Last post by ATucker « Tue Dec 31, 2024 11:56 am
Posted in Investing - Theory, News & General

by ATucker » Tue Dec 31, 2024 11:56 am » in Investing - Theory, News & General

0 Replies

774 Views

Last post by ATucker
Tue Dec 31, 2024 11:56 am
Preferred broker for UCITS funds?

Last post by smartspider1106 « Tue Dec 31, 2024 12:15 am
Posted in United Arab Emirates

by smartspider1106 » Tue Dec 31, 2024 12:15 am » in United Arab Emirates

0 Replies

1540 Views

Last post by smartspider1106
Tue Dec 31, 2024 12:15 am
Rocket Tax

Last post by CletusCaddy « Mon Dec 30, 2024 1:25 pm
Posted in Personal Finance (Not Investing)

by CletusCaddy » Mon Dec 30, 2024 1:25 pm » in Personal Finance (Not Investing)

0 Replies

788 Views

Last post by CletusCaddy
Mon Dec 30, 2024 1:25 pm
Liquidating trust distribution

Last post by BFR « Sun Dec 29, 2024 12:12 pm
Posted in Personal Finance (Not Investing)

by BFR » Sun Dec 29, 2024 12:12 pm » in Personal Finance (Not Investing)

0 Replies

716 Views

Last post by BFR
Sun Dec 29, 2024 12:12 pm
Has anyone used "The Complete Retirement Planner (TCRP)"?

Last post by Cincy_1988 « Sat Dec 28, 2024 2:40 pm
Posted in Personal Finance (Not Investing)

by Cincy_1988 » Sat Dec 28, 2024 2:40 pm » in Personal Finance (Not Investing)

0 Replies

922 Views

Last post by Cincy_1988
Sat Dec 28, 2024 2:40 pm

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