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IPO Liquidity Event Taxes

Last post by qwerty123 « Sun Dec 01, 2024 12:25 pm
Posted in Personal Investments

by qwerty123 » Sun Dec 01, 2024 12:25 pm » in Personal Investments

0 Replies

17 Views

Last post by qwerty123
Sun Dec 01, 2024 12:25 pm
Tax question

Last post by mw82 « Sun Dec 01, 2024 12:16 pm
Posted in Personal Finance (Not Investing)

by mw82 » Sun Dec 01, 2024 12:16 pm » in Personal Finance (Not Investing)

0 Replies

56 Views

Last post by mw82
Sun Dec 01, 2024 12:16 pm
asbestos shingles

Last post by Beat Farmer « Sun Dec 01, 2024 11:06 am
Posted in Personal Consumer Issues

by Beat Farmer » Sun Dec 01, 2024 11:06 am » in Personal Consumer Issues

0 Replies

54 Views

Last post by Beat Farmer
Sun Dec 01, 2024 11:06 am
Timing of Tax Loss Harvesting -- DFGEX

Last post by MacDooney « Sun Dec 01, 2024 10:49 am
Posted in Personal Investments

by MacDooney » Sun Dec 01, 2024 10:49 am » in Personal Investments

0 Replies

49 Views

Last post by MacDooney
Sun Dec 01, 2024 10:49 am
Does it make sense to keep similar etfs? Or are these etfs similar?

Last post by Zenith « Sun Dec 01, 2024 10:26 am
Posted in Non-US Investing

by Zenith » Sun Dec 01, 2024 10:26 am » in Non-US Investing

0 Replies

47 Views

Last post by Zenith
Sun Dec 01, 2024 10:26 am
Emergency Contact Cell Phone

Last post by Paullmas « Sat Nov 30, 2024 1:10 pm
Posted in Personal Consumer Issues

by Paullmas » Sat Nov 30, 2024 1:10 pm » in Personal Consumer Issues

0 Replies

191 Views

Last post by Paullmas
Sat Nov 30, 2024 1:10 pm
Question on NJ L8 Tax Waiver Form and Transfer of Estate Assets

Last post by PlayingLife « Sat Nov 30, 2024 7:13 am
Posted in Personal Finance (Not Investing)

by PlayingLife » Sat Nov 30, 2024 7:13 am » in Personal Finance (Not Investing)

0 Replies

82 Views

Last post by PlayingLife
Sat Nov 30, 2024 7:13 am
Which HRB tax product for Solo 401K?

Last post by tenkuky « Thu Nov 28, 2024 8:59 am
Posted in Personal Finance (Not Investing)

by tenkuky » Thu Nov 28, 2024 8:59 am » in Personal Finance (Not Investing)

0 Replies

84 Views

Last post by tenkuky
Thu Nov 28, 2024 8:59 am
Swiss 1e pension account: US tax treatment

Last post by Scott_in_Zurich « Wed Nov 27, 2024 12:02 pm
Posted in Non-US Investing

by Scott_in_Zurich » Wed Nov 27, 2024 12:02 pm » in Non-US Investing

0 Replies

234 Views

Last post by Scott_in_Zurich
Wed Nov 27, 2024 12:02 pm
NEW Schwab Solo 401k Online Funding Option

Last post by BB81 « Wed Nov 27, 2024 8:30 am
Posted in Personal Investments

by BB81 » Wed Nov 27, 2024 8:30 am » in Personal Investments

0 Replies

131 Views

Last post by BB81
Wed Nov 27, 2024 8:30 am
Bahrain - Building a Lazy Portfolio

Last post by King of Heroes « Wed Nov 27, 2024 4:20 am
Posted in Non-US Investing

by King of Heroes » Wed Nov 27, 2024 4:20 am » in Non-US Investing

0 Replies

279 Views

Last post by King of Heroes
Wed Nov 27, 2024 4:20 am
Capital gains tax holiday ---- worth it to take a tax hit up front?

Last post by primer4081 « Tue Nov 26, 2024 11:58 am
Posted in Non-US Investing

by primer4081 » Tue Nov 26, 2024 11:58 am » in Non-US Investing

0 Replies

457 Views

Last post by primer4081
Tue Nov 26, 2024 11:58 am
Qualified Joint Venture with Spouse?

Last post by Invest_Wisely « Sat Nov 23, 2024 2:18 pm
Posted in Personal Finance (Not Investing)

by Invest_Wisely » Sat Nov 23, 2024 2:18 pm » in Personal Finance (Not Investing)

0 Replies

137 Views

Last post by Invest_Wisely
Sat Nov 23, 2024 2:18 pm
best choice for submitting tax form 8621 electronically?

Last post by Chuckles960 « Fri Nov 22, 2024 12:41 pm
Posted in Personal Finance (Not Investing)

by Chuckles960 » Fri Nov 22, 2024 12:41 pm » in Personal Finance (Not Investing)

0 Replies

138 Views

Last post by Chuckles960
Fri Nov 22, 2024 12:41 pm
Recent expansion of allowable services under HSA compatible plans

Last post by Artful Dodger « Wed Nov 20, 2024 11:05 am
Posted in Personal Consumer Issues

by Artful Dodger » Wed Nov 20, 2024 11:05 am » in Personal Consumer Issues

0 Replies

249 Views

Last post by Artful Dodger
Wed Nov 20, 2024 11:05 am
Saw this today: How Not to Invest by Barry Ritholtz - coming March 18th

Last post by Robin1234 « Tue Nov 19, 2024 4:43 pm
Posted in Investing - Theory, News & General

by Robin1234 » Tue Nov 19, 2024 4:43 pm » in Investing - Theory, News & General

0 Replies

553 Views

Last post by Robin1234
Tue Nov 19, 2024 4:43 pm
New Fidelity Debit Card > Issues. Cannot activate mobile wallet

Last post by b4nash « Tue Nov 19, 2024 1:59 pm
Posted in Personal Finance (Not Investing)

by b4nash » Tue Nov 19, 2024 1:59 pm » in Personal Finance (Not Investing)

0 Replies

244 Views

Last post by b4nash
Tue Nov 19, 2024 1:59 pm
Rollover question

Last post by breakfastinbed « Tue Nov 19, 2024 12:21 pm
Posted in Personal Investments

by breakfastinbed » Tue Nov 19, 2024 12:21 pm » in Personal Investments

0 Replies

198 Views

Last post by breakfastinbed
Tue Nov 19, 2024 12:21 pm
Need advice on CH + US social security

Last post by CardinalRed « Sun Nov 17, 2024 11:43 am
Posted in Non-US Investing

by CardinalRed » Sun Nov 17, 2024 11:43 am » in Non-US Investing

0 Replies

759 Views

Last post by CardinalRed
Sun Nov 17, 2024 11:43 am
Suspension of Federal LTC enrollments Extended to 2026

Last post by realcsc « Sun Nov 17, 2024 7:10 am
Posted in Personal Finance (Not Investing)

by realcsc » Sun Nov 17, 2024 7:10 am » in Personal Finance (Not Investing)

0 Replies

251 Views

Last post by realcsc
Sun Nov 17, 2024 7:10 am
Turbocharged tax loss harvesting via Long/short indexing? [bloomberg]

Last post by kxl19 « Sat Nov 16, 2024 8:03 pm
Posted in Investing - Theory, News & General

by kxl19 » Sat Nov 16, 2024 8:03 pm » in Investing - Theory, News & General

0 Replies

286 Views

Last post by kxl19
Sat Nov 16, 2024 8:03 pm
FYI: TRP Retirement Income Fund(s)

Last post by KEotSK66 « Sat Nov 16, 2024 7:08 pm
Posted in Personal Investments

by KEotSK66 » Sat Nov 16, 2024 7:08 pm » in Personal Investments

0 Replies

268 Views

Last post by KEotSK66
Sat Nov 16, 2024 7:08 pm
IBKR vs Charles Schwab?

Last post by southsunnyside28 « Sat Nov 16, 2024 4:29 pm
Posted in Spain

by southsunnyside28 » Sat Nov 16, 2024 4:29 pm » in Spain

0 Replies

471 Views

Last post by southsunnyside28
Sat Nov 16, 2024 4:29 pm
US Citizen investing in Spain - 401k Management

Last post by southsunnyside28 « Sat Nov 16, 2024 4:01 pm
Posted in Spain

by southsunnyside28 » Sat Nov 16, 2024 4:01 pm » in Spain

0 Replies

386 Views

Last post by southsunnyside28
Sat Nov 16, 2024 4:01 pm
Vanguard Small Business Online will be retiring December 2024

Last post by Ret2018 « Thu Nov 14, 2024 1:14 pm
Posted in Investing - Theory, News & General

by Ret2018 » Thu Nov 14, 2024 1:14 pm » in Investing - Theory, News & General

0 Replies

267 Views

Last post by Ret2018
Thu Nov 14, 2024 1:14 pm
CreditKarma - Merrill Edge connection issue

Last post by mk1039 « Tue Nov 12, 2024 11:00 pm
Posted in Personal Finance (Not Investing)

by mk1039 » Tue Nov 12, 2024 11:00 pm » in Personal Finance (Not Investing)

0 Replies

187 Views

Last post by mk1039
Tue Nov 12, 2024 11:00 pm
Review of plan to consolidate various non-Roth IRA accounts

Last post by yankees60 « Tue Nov 12, 2024 2:03 pm
Posted in Personal Finance (Not Investing)

by yankees60 » Tue Nov 12, 2024 2:03 pm » in Personal Finance (Not Investing)

0 Replies

171 Views

Last post by yankees60
Tue Nov 12, 2024 2:03 pm
FEHB Without Part B--Coinsurance Costs

Last post by tallguy3891 « Mon Nov 11, 2024 3:55 pm
Posted in Personal Finance (Not Investing)

by tallguy3891 » Mon Nov 11, 2024 3:55 pm » in Personal Finance (Not Investing)

0 Replies

205 Views

Last post by tallguy3891
Mon Nov 11, 2024 3:55 pm
FIRE plan updated for 45 year old Physician

Last post by alphamale12 « Mon Nov 11, 2024 6:08 am
Posted in Personal Investments

by alphamale12 » Mon Nov 11, 2024 6:08 am » in Personal Investments

0 Replies

740 Views

Last post by alphamale12
Mon Nov 11, 2024 6:08 am
Fair Market Value of stock on weekend valuation date

Last post by wikidid « Sat Nov 09, 2024 1:25 pm
Posted in Investing - Theory, News & General

by wikidid » Sat Nov 09, 2024 1:25 pm » in Investing - Theory, News & General

0 Replies

307 Views

Last post by wikidid
Sat Nov 09, 2024 1:25 pm
Accounting software for small 1099 side gig

Last post by OCDinvestor « Fri Nov 08, 2024 7:36 pm
Posted in Personal Consumer Issues

by OCDinvestor » Fri Nov 08, 2024 7:36 pm » in Personal Consumer Issues

0 Replies

230 Views

Last post by OCDinvestor
Fri Nov 08, 2024 7:36 pm
Jim Cramer’s take on actively managed mutual funds

Last post by BornInCA « Fri Nov 08, 2024 5:43 pm
Posted in Investing - Theory, News & General

by BornInCA » Fri Nov 08, 2024 5:43 pm » in Investing - Theory, News & General

0 Replies

513 Views

Last post by BornInCA
Fri Nov 08, 2024 5:43 pm
RTP, NC Chapter Meeting 1:00 PM Sat December 7, 2024

Last post by Steve Thorpe « Fri Nov 08, 2024 12:34 pm
Posted in US Chapters

by Steve Thorpe » Fri Nov 08, 2024 12:34 pm » in US Chapters

0 Replies

1020 Views

Last post by Steve Thorpe
Fri Nov 08, 2024 12:34 pm
AARG vs Metlife legal plan

Last post by haranoth « Fri Nov 08, 2024 10:59 am
Posted in Personal Finance (Not Investing)

by haranoth » Fri Nov 08, 2024 10:59 am » in Personal Finance (Not Investing)

0 Replies

123 Views

Last post by haranoth
Fri Nov 08, 2024 10:59 am
Inheriting Equitable Equi-vest contracts

Last post by almostretired1965 « Fri Nov 08, 2024 9:21 am
Posted in Personal Finance (Not Investing)

by almostretired1965 » Fri Nov 08, 2024 9:21 am » in Personal Finance (Not Investing)

0 Replies

99 Views

Last post by almostretired1965
Fri Nov 08, 2024 9:21 am
Tax Implications of Real Estate Swap in a Foreign Country

Last post by Cantarana « Fri Nov 08, 2024 9:18 am
Posted in Personal Finance (Not Investing)

by Cantarana » Fri Nov 08, 2024 9:18 am » in Personal Finance (Not Investing)

0 Replies

111 Views

Last post by Cantarana
Fri Nov 08, 2024 9:18 am
Discretionary See Through Trust Taxation

Last post by hgm « Thu Nov 07, 2024 11:50 pm
Posted in Personal Finance (Not Investing)

by hgm » Thu Nov 07, 2024 11:50 pm » in Personal Finance (Not Investing)

0 Replies

99 Views

Last post by hgm
Thu Nov 07, 2024 11:50 pm
Bill Bengen Interview and new book

Last post by gavinsiu « Thu Nov 07, 2024 4:30 pm
Posted in Investing - Theory, News & General

by gavinsiu » Thu Nov 07, 2024 4:30 pm » in Investing - Theory, News & General

0 Replies

535 Views

Last post by gavinsiu
Thu Nov 07, 2024 4:30 pm
Morgan Stanley banking experiences

Last post by srt7 « Wed Nov 06, 2024 5:16 pm
Posted in Personal Finance (Not Investing)

by srt7 » Wed Nov 06, 2024 5:16 pm » in Personal Finance (Not Investing)

0 Replies

266 Views

Last post by srt7
Wed Nov 06, 2024 5:16 pm
Accountant/CPA recommendation - International money transfer into the US

Last post by Pitagoras « Wed Nov 06, 2024 7:36 am
Posted in Personal Finance (Not Investing)

by Pitagoras » Wed Nov 06, 2024 7:36 am » in Personal Finance (Not Investing)

0 Replies

134 Views

Last post by Pitagoras
Wed Nov 06, 2024 7:36 am
Account Statements [at Fidelity]

Last post by h2cycle « Tue Nov 05, 2024 10:14 am
Posted in Personal Finance (Not Investing)

by h2cycle » Tue Nov 05, 2024 10:14 am » in Personal Finance (Not Investing)

0 Replies

245 Views

Last post by h2cycle
Tue Nov 05, 2024 10:14 am
Volunteers Requested, 2024 Conference Video Review

Last post by ObliviousInvestor « Tue Nov 05, 2024 10:06 am
Posted in Investing - Theory, News & General

by ObliviousInvestor » Tue Nov 05, 2024 10:06 am » in Investing - Theory, News & General

0 Replies

498 Views

Last post by ObliviousInvestor
Tue Nov 05, 2024 10:06 am
Apple Intelligence beta

Last post by MorgansRun « Sun Nov 03, 2024 3:28 pm
Posted in Personal Consumer Issues

by MorgansRun » Sun Nov 03, 2024 3:28 pm » in Personal Consumer Issues

0 Replies

225 Views

Last post by MorgansRun
Sun Nov 03, 2024 3:28 pm
Gold ETF and redemption option

Last post by JustDanO « Sun Nov 03, 2024 6:07 am
Posted in Personal Investments

by JustDanO » Sun Nov 03, 2024 6:07 am » in Personal Investments

0 Replies

234 Views

Last post by JustDanO
Sun Nov 03, 2024 6:07 am
should i buy a house to utilize relocation money

Last post by btakla « Fri Nov 01, 2024 1:51 pm
Posted in Personal Finance (Not Investing)

by btakla » Fri Nov 01, 2024 1:51 pm » in Personal Finance (Not Investing)

0 Replies

241 Views

Last post by btakla
Fri Nov 01, 2024 1:51 pm
2025 FEHB Brochures On OPM Site

Last post by tallguy3891 « Thu Oct 31, 2024 7:56 pm
Posted in Personal Finance (Not Investing)

by tallguy3891 » Thu Oct 31, 2024 7:56 pm » in Personal Finance (Not Investing)

0 Replies

216 Views

Last post by tallguy3891
Thu Oct 31, 2024 7:56 pm
529 plan to Roth IRA rollover - Can I redistribute funds inside the 529?

Last post by tomcapo « Thu Oct 31, 2024 11:50 am
Posted in Personal Investments

by tomcapo » Thu Oct 31, 2024 11:50 am » in Personal Investments

0 Replies

206 Views

Last post by tomcapo
Thu Oct 31, 2024 11:50 am
Capital gains realized during Ukranian Humanitarian Parole period

Last post by chivita « Wed Oct 30, 2024 6:10 pm
Posted in Personal Finance (Not Investing)

by chivita » Wed Oct 30, 2024 6:10 pm » in Personal Finance (Not Investing)

0 Replies

188 Views

Last post by chivita
Wed Oct 30, 2024 6:10 pm
[CH] Vested benefits account / Freizugigkeitskonto for US person

Last post by ivk5 « Tue Oct 29, 2024 8:41 am
Posted in Non-US Investing

by ivk5 » Tue Oct 29, 2024 8:41 am » in Non-US Investing

0 Replies

1070 Views

Last post by ivk5
Tue Oct 29, 2024 8:41 am
Reposition Funds in 401K and Taxable Acct-1 year to retirement

Last post by ECR « Tue Oct 29, 2024 6:16 am
Posted in Personal Investments

by ECR » Tue Oct 29, 2024 6:16 am » in Personal Investments

0 Replies

226 Views

Last post by ECR
Tue Oct 29, 2024 6:16 am

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