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Overcontribution to SEP IRA self-employed

Last post by asdf9999 « Tue Oct 08, 2024 12:09 am
Posted in Personal Finance (Not Investing)

by asdf9999 » Tue Oct 08, 2024 12:09 am » in Personal Finance (Not Investing)

0 Replies

41 Views

Last post by asdf9999
Tue Oct 08, 2024 12:09 am
Move some bonds into TIPS - lump sum or DCA?

Last post by newbogleheader02 « Mon Oct 07, 2024 5:51 pm
Posted in Personal Investments

by newbogleheader02 » Mon Oct 07, 2024 5:51 pm » in Personal Investments

0 Replies

108 Views

Last post by newbogleheader02
Mon Oct 07, 2024 5:51 pm
Protecting against brokerage IT hacks etc re liquidity

Last post by DebiT « Sun Oct 06, 2024 4:53 pm
Posted in Personal Finance (Not Investing)

by DebiT » Sun Oct 06, 2024 4:53 pm » in Personal Finance (Not Investing)

0 Replies

180 Views

Last post by DebiT
Sun Oct 06, 2024 4:53 pm
Strange OOMA issue

Last post by gavinsiu « Sun Oct 06, 2024 2:08 pm
Posted in Personal Consumer Issues

by gavinsiu » Sun Oct 06, 2024 2:08 pm » in Personal Consumer Issues

0 Replies

288 Views

Last post by gavinsiu
Sun Oct 06, 2024 2:08 pm
Buying vacation days

Last post by Akr1301 « Sun Oct 06, 2024 9:19 am
Posted in Personal Finance (Not Investing)

by Akr1301 » Sun Oct 06, 2024 9:19 am » in Personal Finance (Not Investing)

0 Replies

217 Views

Last post by Akr1301
Sun Oct 06, 2024 9:19 am
Retirement on the horizon (starting in about 3 years)

Last post by Nyc1967 « Sun Oct 06, 2024 5:14 am
Posted in Personal Investments

by Nyc1967 » Sun Oct 06, 2024 5:14 am » in Personal Investments

0 Replies

360 Views

Last post by Nyc1967
Sun Oct 06, 2024 5:14 am
K1 for an exchange fund

Last post by rks « Sat Oct 05, 2024 3:28 pm
Posted in Personal Investments

by rks » Sat Oct 05, 2024 3:28 pm » in Personal Investments

0 Replies

194 Views

Last post by rks
Sat Oct 05, 2024 3:28 pm
Fidelity to convert Fidelity Municipal mutual funds FMBIX and FMBAX to ETFs

Last post by sycamore « Sat Oct 05, 2024 11:12 am
Posted in Investing - Theory, News & General

by sycamore » Sat Oct 05, 2024 11:12 am » in Investing - Theory, News & General

0 Replies

259 Views

Last post by sycamore
Sat Oct 05, 2024 11:12 am
Does my LLC pay capital gains tax on Ireland domicied ETFs?

Last post by MFM « Sat Oct 05, 2024 2:44 am
Posted in Personal Investments

by MFM » Sat Oct 05, 2024 2:44 am » in Personal Investments

0 Replies

100 Views

Last post by MFM
Sat Oct 05, 2024 2:44 am
Pharmacy claim miscoding + HDHP

Last post by desolationjones « Fri Oct 04, 2024 3:35 pm
Posted in Personal Finance (Not Investing)

by desolationjones » Fri Oct 04, 2024 3:35 pm » in Personal Finance (Not Investing)

0 Replies

182 Views

Last post by desolationjones
Fri Oct 04, 2024 3:35 pm
Aussie Mentors

Last post by Daneonder321 « Fri Oct 04, 2024 5:23 am
Posted in Non-US Chapters

by Daneonder321 » Fri Oct 04, 2024 5:23 am » in Non-US Chapters

0 Replies

254 Views

Last post by Daneonder321
Fri Oct 04, 2024 5:23 am
Videos of Medicare in your state by the Retirement Nerds

Last post by Duzz78 « Thu Oct 03, 2024 10:21 pm
Posted in Personal Consumer Issues

by Duzz78 » Thu Oct 03, 2024 10:21 pm » in Personal Consumer Issues

0 Replies

296 Views

Last post by Duzz78
Thu Oct 03, 2024 10:21 pm
Selling ESPP Shares Transferred from ComputerShares at Fidelity

Last post by frugalor « Wed Oct 02, 2024 11:01 am
Posted in Investing - Theory, News & General

by frugalor » Wed Oct 02, 2024 11:01 am » in Investing - Theory, News & General

0 Replies

167 Views

Last post by frugalor
Wed Oct 02, 2024 11:01 am
Weekly, Monthly, Quarterly Leverage

Last post by sunnywindy « Tue Oct 01, 2024 4:27 pm
Posted in Investing - Theory, News & General

by sunnywindy » Tue Oct 01, 2024 4:27 pm » in Investing - Theory, News & General

0 Replies

260 Views

Last post by sunnywindy
Tue Oct 01, 2024 4:27 pm
Post-Conference Q&As via Zoom

Last post by tfb « Mon Sep 30, 2024 3:19 pm
Posted in US Chapters

by tfb » Mon Sep 30, 2024 3:19 pm » in US Chapters

0 Replies

463 Views

Last post by tfb
Mon Sep 30, 2024 3:19 pm
Niche question: NYSLRS, Part B reimbursement

Last post by Godot « Mon Sep 30, 2024 2:23 pm
Posted in Personal Finance (Not Investing)

by Godot » Mon Sep 30, 2024 2:23 pm » in Personal Finance (Not Investing)

0 Replies

159 Views

Last post by Godot
Mon Sep 30, 2024 2:23 pm
Portfolio analysis by Monte Carlo for a period of 40 years

Last post by y1980 « Mon Sep 30, 2024 6:13 am
Posted in Investing - Theory, News & General

by y1980 » Mon Sep 30, 2024 6:13 am » in Investing - Theory, News & General

0 Replies

359 Views

Last post by y1980
Mon Sep 30, 2024 6:13 am
bond exchange offer

Last post by selfdirected « Mon Sep 30, 2024 5:00 am
Posted in Personal Investments

by selfdirected » Mon Sep 30, 2024 5:00 am » in Personal Investments

0 Replies

212 Views

Last post by selfdirected
Mon Sep 30, 2024 5:00 am
Fidelity 401k with ex-employer - reversal?

Last post by h2cycle « Sun Sep 29, 2024 8:40 am
Posted in Personal Finance (Not Investing)

by h2cycle » Sun Sep 29, 2024 8:40 am » in Personal Finance (Not Investing)

0 Replies

244 Views

Last post by h2cycle
Sun Sep 29, 2024 8:40 am
Enrolled tax agent or CPA recommendation (Chicago preferable but not necessary)

Last post by adshah8085 « Sat Sep 28, 2024 9:21 pm
Posted in Personal Finance (Not Investing)

by adshah8085 » Sat Sep 28, 2024 9:21 pm » in Personal Finance (Not Investing)

0 Replies

218 Views

Last post by adshah8085
Sat Sep 28, 2024 9:21 pm
Information on historical consumer loan rates

Last post by slondr « Sat Sep 28, 2024 11:33 am
Posted in Investing - Theory, News & General

by slondr » Sat Sep 28, 2024 11:33 am » in Investing - Theory, News & General

0 Replies

275 Views

Last post by slondr
Sat Sep 28, 2024 11:33 am
[Belgium] EUR / EUR-hedged bond ETF with minimum TOB

Last post by riskless « Wed Sep 25, 2024 6:05 am
Posted in Non-US Investing

by riskless » Wed Sep 25, 2024 6:05 am » in Non-US Investing

0 Replies

860 Views

Last post by riskless
Wed Sep 25, 2024 6:05 am
Evaluating financial decision to sell "investment" house

Last post by Ccthealias « Tue Sep 24, 2024 6:16 pm
Posted in Personal Finance (Not Investing)

by Ccthealias » Tue Sep 24, 2024 6:16 pm » in Personal Finance (Not Investing)

0 Replies

282 Views

Last post by Ccthealias
Tue Sep 24, 2024 6:16 pm
Do you know about Gree ptac (heat pump)?

Last post by PeninsulaPerson « Tue Sep 24, 2024 10:17 am
Posted in Personal Consumer Issues

by PeninsulaPerson » Tue Sep 24, 2024 10:17 am » in Personal Consumer Issues

0 Replies

203 Views

Last post by PeninsulaPerson
Tue Sep 24, 2024 10:17 am
EQUIFAX - No History (NH) - Wrong SS #

Last post by diy60 « Mon Sep 23, 2024 2:17 pm
Posted in Personal Finance (Not Investing)

by diy60 » Mon Sep 23, 2024 2:17 pm » in Personal Finance (Not Investing)

0 Replies

228 Views

Last post by diy60
Mon Sep 23, 2024 2:17 pm
A nice video explaining the vulnerability of SMS authentication

Last post by kevinf « Sat Sep 21, 2024 11:05 pm
Posted in Personal Consumer Issues

by kevinf » Sat Sep 21, 2024 11:05 pm » in Personal Consumer Issues

0 Replies

434 Views

Last post by kevinf
Sat Sep 21, 2024 11:05 pm
Refinancing from ARM to 30-year fixed at same rate

Last post by haranoth « Sat Sep 21, 2024 7:31 pm
Posted in Personal Finance (Not Investing)

by haranoth » Sat Sep 21, 2024 7:31 pm » in Personal Finance (Not Investing)

0 Replies

258 Views

Last post by haranoth
Sat Sep 21, 2024 7:31 pm
capital loss treatment in final distribution to supplemental needs trust

Last post by rts58 « Sat Sep 21, 2024 8:21 am
Posted in Personal Finance (Not Investing)

by rts58 » Sat Sep 21, 2024 8:21 am » in Personal Finance (Not Investing)

0 Replies

158 Views

Last post by rts58
Sat Sep 21, 2024 8:21 am
Chromebook voice dictation questions

Last post by tc101 « Fri Sep 20, 2024 5:03 pm
Posted in Personal Consumer Issues

by tc101 » Fri Sep 20, 2024 5:03 pm » in Personal Consumer Issues

0 Replies

201 Views

Last post by tc101
Fri Sep 20, 2024 5:03 pm
Advice needed for food options at Baha Mar, Nassau

Last post by retire14 « Fri Sep 20, 2024 1:52 pm
Posted in Personal Consumer Issues

by retire14 » Fri Sep 20, 2024 1:52 pm » in Personal Consumer Issues

0 Replies

239 Views

Last post by retire14
Fri Sep 20, 2024 1:52 pm
Compound Interest in 2400 BCE

Last post by thurber1609 « Thu Sep 19, 2024 9:23 am
Posted in Investing - Theory, News & General

by thurber1609 » Thu Sep 19, 2024 9:23 am » in Investing - Theory, News & General

0 Replies

468 Views

Last post by thurber1609
Thu Sep 19, 2024 9:23 am
Final Hsa Contribution advice needed

Last post by Designairohio « Thu Sep 19, 2024 7:43 am
Posted in Personal Investments

by Designairohio » Thu Sep 19, 2024 7:43 am » in Personal Investments

0 Replies

289 Views

Last post by Designairohio
Thu Sep 19, 2024 7:43 am
Filing 3115 to change from cash to accrual accounting in order to shift income to current year

Last post by wineandplaya « Thu Sep 19, 2024 4:45 am
Posted in Personal Finance (Not Investing)

by wineandplaya » Thu Sep 19, 2024 4:45 am » in Personal Finance (Not Investing)

0 Replies

198 Views

Last post by wineandplaya
Thu Sep 19, 2024 4:45 am
Experience with Tesla Auto Insurance in CA

Last post by onyxlinkia « Mon Sep 16, 2024 1:05 pm
Posted in Personal Finance (Not Investing)

by onyxlinkia » Mon Sep 16, 2024 1:05 pm » in Personal Finance (Not Investing)

0 Replies

319 Views

Last post by onyxlinkia
Mon Sep 16, 2024 1:05 pm
SDIRA Checkbook LLC - Any recommendations?

Last post by grkmec « Sun Sep 15, 2024 4:52 pm
Posted in Personal Investments

by grkmec » Sun Sep 15, 2024 4:52 pm » in Personal Investments

0 Replies

269 Views

Last post by grkmec
Sun Sep 15, 2024 4:52 pm
Lump Sum Payout vs Pension-Good calculator (BAC offer)

Last post by 557880yvi « Sun Sep 15, 2024 9:04 am
Posted in Personal Investments

by 557880yvi » Sun Sep 15, 2024 9:04 am » in Personal Investments

0 Replies

289 Views

Last post by 557880yvi
Sun Sep 15, 2024 9:04 am
Elder Law Attorney in Maryland

Last post by jaMichael « Fri Sep 13, 2024 11:12 am
Posted in Personal Finance (Not Investing)

by jaMichael » Fri Sep 13, 2024 11:12 am » in Personal Finance (Not Investing)

0 Replies

230 Views

Last post by jaMichael
Fri Sep 13, 2024 11:12 am
NRA [Nonresident alien in the US] with G4 visa status: Does my investment setup have any flaws?

Last post by Akkarin « Wed Sep 11, 2024 1:41 pm
Posted in Non-US Investing

by Akkarin » Wed Sep 11, 2024 1:41 pm » in Non-US Investing

0 Replies

1306 Views

Last post by Akkarin
Wed Sep 11, 2024 1:41 pm
Manufacturers to consider for double-paned windows with at least one laminated pane?

Last post by InvisibleAerobar « Tue Sep 10, 2024 2:04 pm
Posted in Personal Consumer Issues

by InvisibleAerobar » Tue Sep 10, 2024 2:04 pm » in Personal Consumer Issues

0 Replies

281 Views

Last post by InvisibleAerobar
Tue Sep 10, 2024 2:04 pm
US Expat in Germany, Inherited US Investment Account Cost Basis

Last post by expatInDE « Tue Sep 10, 2024 5:11 am
Posted in Non-US Investing

by expatInDE » Tue Sep 10, 2024 5:11 am » in Non-US Investing

0 Replies

1475 Views

Last post by expatInDE
Tue Sep 10, 2024 5:11 am
Elder Care lawyer certified in WA and CA

Last post by Hiker1 « Tue Sep 10, 2024 12:14 am
Posted in Personal Consumer Issues

by Hiker1 » Tue Sep 10, 2024 12:14 am » in Personal Consumer Issues

0 Replies

248 Views

Last post by Hiker1
Tue Sep 10, 2024 12:14 am
Investing from Australia with a probably EU move coming up

Last post by Xanatos24 « Mon Sep 09, 2024 6:48 pm
Posted in Non-US Investing

by Xanatos24 » Mon Sep 09, 2024 6:48 pm » in Non-US Investing

0 Replies

1437 Views

Last post by Xanatos24
Mon Sep 09, 2024 6:48 pm
QVC Backorder Status

Last post by DTalos « Mon Sep 09, 2024 5:22 pm
Posted in Personal Consumer Issues

by DTalos » Mon Sep 09, 2024 5:22 pm » in Personal Consumer Issues

0 Replies

237 Views

Last post by DTalos
Mon Sep 09, 2024 5:22 pm
Fidelity Bill Pay with replaced lost credit card

Last post by CuriousGeorgeTx « Mon Sep 09, 2024 2:05 pm
Posted in Personal Finance (Not Investing)

by CuriousGeorgeTx » Mon Sep 09, 2024 2:05 pm » in Personal Finance (Not Investing)

0 Replies

233 Views

Last post by CuriousGeorgeTx
Mon Sep 09, 2024 2:05 pm
Transitioning from Mint to Monarch Money-Recurring Payments Problem

Last post by JaneyLH « Sat Sep 07, 2024 2:26 pm
Posted in Personal Finance (Not Investing)

by JaneyLH » Sat Sep 07, 2024 2:26 pm » in Personal Finance (Not Investing)

0 Replies

316 Views

Last post by JaneyLH
Sat Sep 07, 2024 2:26 pm
Early Retirement and Time Value of Money

Last post by Raspberry-503 « Fri Sep 06, 2024 7:30 pm
Posted in Investing - Theory, News & General

by Raspberry-503 » Fri Sep 06, 2024 7:30 pm » in Investing - Theory, News & General

0 Replies

824 Views

Last post by Raspberry-503
Fri Sep 06, 2024 7:30 pm
Is ISO shares same day exercise/sell ordinary income or short-term-capital-gain for Massachusetts state tax purpose?

Last post by dkg2707 « Fri Sep 06, 2024 10:23 am
Posted in Personal Finance (Not Investing)

by dkg2707 » Fri Sep 06, 2024 10:23 am » in Personal Finance (Not Investing)

0 Replies

250 Views

Last post by dkg2707
Fri Sep 06, 2024 10:23 am
Consolidating banking relationships w/Bank of America or Chase? (And being less of an optimizer)

Last post by LAMTA « Fri Sep 06, 2024 6:54 am
Posted in Personal Finance (Not Investing)

by LAMTA » Fri Sep 06, 2024 6:54 am » in Personal Finance (Not Investing)

0 Replies

341 Views

Last post by LAMTA
Fri Sep 06, 2024 6:54 am
Suggestions for individual, independent auto/home insurance agents in MN

Last post by index2max « Tue Sep 03, 2024 11:22 am
Posted in Personal Finance (Not Investing)

by index2max » Tue Sep 03, 2024 11:22 am » in Personal Finance (Not Investing)

0 Replies

1028 Views

Last post by index2max
Tue Sep 03, 2024 11:22 am
Tax optimization and moving funds around

Last post by rmedialimited « Tue Sep 03, 2024 9:24 am
Posted in Non-US Investing

by rmedialimited » Tue Sep 03, 2024 9:24 am » in Non-US Investing

0 Replies

2883 Views

Last post by rmedialimited
Tue Sep 03, 2024 9:24 am

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