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Portfolio Review - how to optimize for retirement

Last post by AdvertisingPretend98 « Thu Sep 21, 2023 8:55 pm
Posted in Personal Investments

by AdvertisingPretend98 » Thu Sep 21, 2023 8:55 pm » in Personal Investments

0 Replies

20 Views

Last post by AdvertisingPretend98
Thu Sep 21, 2023 8:55 pm
TIAA Traditional Transfer Payout Annuity Rates and Secure Act 2.0

Last post by brennanportfolio « Thu Sep 21, 2023 1:26 pm
Posted in Personal Investments

by brennanportfolio » Thu Sep 21, 2023 1:26 pm » in Personal Investments

0 Replies

108 Views

Last post by brennanportfolio
Thu Sep 21, 2023 1:26 pm
Ally - Changes to Transaction Limits

Last post by safari « Thu Sep 21, 2023 11:06 am
Posted in Personal Finance (Not Investing)

by safari » Thu Sep 21, 2023 11:06 am » in Personal Finance (Not Investing)

0 Replies

371 Views

Last post by safari
Thu Sep 21, 2023 11:06 am
Ireland domiciled ETFs and IBKR Stock Yield Enhancement Program

Last post by hkung « Thu Sep 21, 2023 7:56 am
Posted in Non-US Investing

by hkung » Thu Sep 21, 2023 7:56 am » in Non-US Investing

0 Replies

127 Views

Last post by hkung
Thu Sep 21, 2023 7:56 am
Interesting SME for those interesed in Muni MM funds and the yield volatility

Last post by ramsfan « Wed Sep 20, 2023 2:23 pm
Posted in Personal Investments

by ramsfan » Wed Sep 20, 2023 2:23 pm » in Personal Investments

0 Replies

150 Views

Last post by ramsfan
Wed Sep 20, 2023 2:23 pm
Experience with working with justanswer.com?

Last post by investing engineer « Mon Sep 18, 2023 1:53 am
Posted in Personal Finance (Not Investing)

by investing engineer » Mon Sep 18, 2023 1:53 am » in Personal Finance (Not Investing)

0 Replies

337 Views

Last post by investing engineer
Mon Sep 18, 2023 1:53 am
How to know about upcoming GSE auctions?

Last post by mikebh « Sat Sep 16, 2023 9:43 pm
Posted in Personal Investments

by mikebh » Sat Sep 16, 2023 9:43 pm » in Personal Investments

0 Replies

105 Views

Last post by mikebh
Sat Sep 16, 2023 9:43 pm
California S-corp return, schedule M-2

Last post by comeinvest « Sat Sep 16, 2023 6:44 pm
Posted in Personal Finance (Not Investing)

by comeinvest » Sat Sep 16, 2023 6:44 pm » in Personal Finance (Not Investing)

0 Replies

158 Views

Last post by comeinvest
Sat Sep 16, 2023 6:44 pm
Condo Basis? Capital loss?

Last post by LotsaGray « Thu Sep 14, 2023 1:34 pm
Posted in Personal Finance (Not Investing)

by LotsaGray » Thu Sep 14, 2023 1:34 pm » in Personal Finance (Not Investing)

0 Replies

213 Views

Last post by LotsaGray
Thu Sep 14, 2023 1:34 pm
Syndicate Settlement

Last post by JMMYM « Thu Sep 14, 2023 1:11 pm
Posted in Personal Consumer Issues

by JMMYM » Thu Sep 14, 2023 1:11 pm » in Personal Consumer Issues

0 Replies

227 Views

Last post by JMMYM
Thu Sep 14, 2023 1:11 pm
WSJ reporter doing story on Millennial auto-enroll in 401k

Last post by Mel Lindauer « Wed Sep 13, 2023 7:46 pm
Posted in Investing - Theory, News & General

by Mel Lindauer » Wed Sep 13, 2023 7:46 pm » in Investing - Theory, News & General

0 Replies

487 Views

Last post by Mel Lindauer
Wed Sep 13, 2023 7:46 pm
Does Vanguard still notify you if Form 5500ez is required?

Last post by bookgirl « Wed Sep 13, 2023 11:24 am
Posted in Personal Investments

by bookgirl » Wed Sep 13, 2023 11:24 am » in Personal Investments

0 Replies

190 Views

Last post by bookgirl
Wed Sep 13, 2023 11:24 am
FHLB 6.20% 09/18/2030 Aaa/AA+ Callable:Yes [Federal Home Loan Bank bond - spread?]

Last post by pjmurray41 « Tue Sep 12, 2023 6:00 pm
Posted in Personal Investments

by pjmurray41 » Tue Sep 12, 2023 6:00 pm » in Personal Investments

0 Replies

179 Views

Last post by pjmurray41
Tue Sep 12, 2023 6:00 pm
A check rather than ACH transfer from brokerage account

Last post by dh « Tue Sep 12, 2023 12:27 pm
Posted in Personal Investments

by dh » Tue Sep 12, 2023 12:27 pm » in Personal Investments

0 Replies

228 Views

Last post by dh
Tue Sep 12, 2023 12:27 pm
Federal Retirees/GEHA Dental/Is this typical?

Last post by LaurenRose « Mon Sep 11, 2023 2:04 pm
Posted in Personal Finance (Not Investing)

by LaurenRose » Mon Sep 11, 2023 2:04 pm » in Personal Finance (Not Investing)

0 Replies

219 Views

Last post by LaurenRose
Mon Sep 11, 2023 2:04 pm
US funds not witholding taxes in Spain

Last post by international001 « Mon Sep 11, 2023 12:41 pm
Posted in Non-US Investing

by international001 » Mon Sep 11, 2023 12:41 pm » in Non-US Investing

0 Replies

780 Views

Last post by international001
Mon Sep 11, 2023 12:41 pm
9/11 Remembrance

Last post by Parkinglotracer « Sun Sep 10, 2023 10:25 pm
Posted in US Chapters

by Parkinglotracer » Sun Sep 10, 2023 10:25 pm » in US Chapters

0 Replies

510 Views

Last post by Parkinglotracer
Sun Sep 10, 2023 10:25 pm
Is my calculation correct?

Last post by KnowNth « Sun Sep 10, 2023 2:29 am
Posted in Personal Investments

by KnowNth » Sun Sep 10, 2023 2:29 am » in Personal Investments

0 Replies

406 Views

Last post by KnowNth
Sun Sep 10, 2023 2:29 am
Ohio property tax appeal company?

Last post by urban « Sat Sep 09, 2023 11:25 pm
Posted in Personal Finance (Not Investing)

by urban » Sat Sep 09, 2023 11:25 pm » in Personal Finance (Not Investing)

0 Replies

288 Views

Last post by urban
Sat Sep 09, 2023 11:25 pm
Return of Excess Employer HSA Contribution

Last post by Karkand « Sat Sep 09, 2023 2:59 pm
Posted in Personal Finance (Not Investing)

by Karkand » Sat Sep 09, 2023 2:59 pm » in Personal Finance (Not Investing)

0 Replies

207 Views

Last post by Karkand
Sat Sep 09, 2023 2:59 pm
BH's Get Nice Mention on Economist Podcast

Last post by Bill Bernstein « Fri Sep 08, 2023 1:07 pm
Posted in Personal Investments

by Bill Bernstein » Fri Sep 08, 2023 1:07 pm » in Personal Investments

0 Replies

369 Views

Last post by Bill Bernstein
Fri Sep 08, 2023 1:07 pm
TSP Withdraw - Docusign down

Last post by SeaDog « Fri Sep 08, 2023 9:43 am
Posted in Personal Finance (Not Investing)

by SeaDog » Fri Sep 08, 2023 9:43 am » in Personal Finance (Not Investing)

0 Replies

230 Views

Last post by SeaDog
Fri Sep 08, 2023 9:43 am
Equity Asset Class Returns

Last post by Gaston « Thu Sep 07, 2023 1:23 pm
Posted in Investing - Theory, News & General

by Gaston » Thu Sep 07, 2023 1:23 pm » in Investing - Theory, News & General

0 Replies

233 Views

Last post by Gaston
Thu Sep 07, 2023 1:23 pm
Legal Plan Coverage - What Excluded?

Last post by akz « Thu Sep 07, 2023 11:25 am
Posted in Personal Finance (Not Investing)

by akz » Thu Sep 07, 2023 11:25 am » in Personal Finance (Not Investing)

0 Replies

97 Views

Last post by akz
Thu Sep 07, 2023 11:25 am
Global Atlantic cybersecurity incident

Last post by AlwaysLearningMore « Thu Sep 07, 2023 10:03 am
Posted in Personal Investments

by AlwaysLearningMore » Thu Sep 07, 2023 10:03 am » in Personal Investments

0 Replies

276 Views

Last post by AlwaysLearningMore
Thu Sep 07, 2023 10:03 am
Should I include share of partnership LLC value in net worth calculation for umbrella insurance?

Last post by westtx28 « Wed Sep 06, 2023 5:15 pm
Posted in Personal Finance (Not Investing)

by westtx28 » Wed Sep 06, 2023 5:15 pm » in Personal Finance (Not Investing)

0 Replies

203 Views

Last post by westtx28
Wed Sep 06, 2023 5:15 pm
Open limit order about to expire- and execute!

Last post by ekid « Tue Sep 05, 2023 3:29 pm
Posted in Personal Investments

by ekid » Tue Sep 05, 2023 3:29 pm » in Personal Investments

0 Replies

309 Views

Last post by ekid
Tue Sep 05, 2023 3:29 pm
Maxifi Labor Day Sale 20 Percent Off

Last post by Hebell « Mon Sep 04, 2023 2:06 pm
Posted in Personal Investments

by Hebell » Mon Sep 04, 2023 2:06 pm » in Personal Investments

0 Replies

321 Views

Last post by Hebell
Mon Sep 04, 2023 2:06 pm
Hedge Fund Short Stock Impact to Retail Investor

Last post by DTalos « Sat Sep 02, 2023 4:52 pm
Posted in Investing - Theory, News & General

by DTalos » Sat Sep 02, 2023 4:52 pm » in Investing - Theory, News & General

0 Replies

315 Views

Last post by DTalos
Sat Sep 02, 2023 4:52 pm
Box spreads

Last post by jdadj « Sat Sep 02, 2023 2:49 am
Posted in Personal Investments

by jdadj » Sat Sep 02, 2023 2:49 am » in Personal Investments

0 Replies

305 Views

Last post by jdadj
Sat Sep 02, 2023 2:49 am
Vacation Rental Lesson Learned

Last post by tadamsmar « Thu Aug 31, 2023 9:53 am
Posted in Personal Consumer Issues

by tadamsmar » Thu Aug 31, 2023 9:53 am » in Personal Consumer Issues

0 Replies

581 Views

Last post by tadamsmar
Thu Aug 31, 2023 9:53 am
Use the Hazlewood Act to Take Penalty Free 529 Withdrawals

Last post by edandmarcie « Wed Aug 30, 2023 8:06 pm
Posted in Personal Investments

by edandmarcie » Wed Aug 30, 2023 8:06 pm » in Personal Investments

0 Replies

377 Views

Last post by edandmarcie
Wed Aug 30, 2023 8:06 pm
ISO Denver based investment advisor

Last post by sshort21 « Tue Aug 29, 2023 10:52 am
Posted in Personal Investments

by sshort21 » Tue Aug 29, 2023 10:52 am » in Personal Investments

0 Replies

195 Views

Last post by sshort21
Tue Aug 29, 2023 10:52 am
Fidelity non-Core MMF settlement is same day, but cash isn't due till next day?

Last post by ma21n2 « Sun Aug 27, 2023 12:54 pm
Posted in Personal Investments

by ma21n2 » Sun Aug 27, 2023 12:54 pm » in Personal Investments

0 Replies

174 Views

Last post by ma21n2
Sun Aug 27, 2023 12:54 pm
Valuing Put Option on EE Bonds

Last post by Buffetologist « Sat Aug 26, 2023 3:47 pm
Posted in Personal Investments

by Buffetologist » Sat Aug 26, 2023 3:47 pm » in Personal Investments

0 Replies

266 Views

Last post by Buffetologist
Sat Aug 26, 2023 3:47 pm
proxy verifier for employment

Last post by windpig « Thu Aug 24, 2023 7:21 pm
Posted in Personal Finance (Not Investing)

by windpig » Thu Aug 24, 2023 7:21 pm » in Personal Finance (Not Investing)

0 Replies

194 Views

Last post by windpig
Thu Aug 24, 2023 7:21 pm
Orange Holiday Zen SIM Card Question

Last post by jb9 « Thu Aug 24, 2023 12:48 pm
Posted in Personal Consumer Issues

by jb9 » Thu Aug 24, 2023 12:48 pm » in Personal Consumer Issues

0 Replies

168 Views

Last post by jb9
Thu Aug 24, 2023 12:48 pm
NYT Mortgage Calculator - 2019 / 2020 Tax Code Changes Reflected?

Last post by DarkHelmetII « Wed Aug 23, 2023 2:58 pm
Posted in Personal Finance (Not Investing)

by DarkHelmetII » Wed Aug 23, 2023 2:58 pm » in Personal Finance (Not Investing)

0 Replies

175 Views

Last post by DarkHelmetII
Wed Aug 23, 2023 2:58 pm
Forecast for IRS MPV Segment Rates - Pension Calc?

Last post by Jmretired « Tue Aug 22, 2023 3:12 pm
Posted in Personal Finance (Not Investing)

by Jmretired » Tue Aug 22, 2023 3:12 pm » in Personal Finance (Not Investing)

0 Replies

161 Views

Last post by Jmretired
Tue Aug 22, 2023 3:12 pm
Logistics of annual annuity payments from Grantor Retained Annuity Funds

Last post by ofj « Tue Aug 22, 2023 2:12 pm
Posted in Personal Finance (Not Investing)

by ofj » Tue Aug 22, 2023 2:12 pm » in Personal Finance (Not Investing)

0 Replies

153 Views

Last post by ofj
Tue Aug 22, 2023 2:12 pm
WSJ reporter doing story on choosing between regular 401k and Roth 401k

Last post by Mel Lindauer « Fri Aug 18, 2023 4:29 pm
Posted in Investing - Theory, News & General

by Mel Lindauer » Fri Aug 18, 2023 4:29 pm » in Investing - Theory, News & General

0 Replies

524 Views

Last post by Mel Lindauer
Fri Aug 18, 2023 4:29 pm
Any Boglehead in Greece?

Last post by greekinvestor « Thu Aug 17, 2023 5:30 pm
Posted in Non-US Chapters

by greekinvestor » Thu Aug 17, 2023 5:30 pm » in Non-US Chapters

0 Replies

2067 Views

Last post by greekinvestor
Thu Aug 17, 2023 5:30 pm
Return from cap weighted foreign stocks traded in US exchanges vs foreign stock index

Last post by Hector « Wed Aug 16, 2023 6:42 pm
Posted in Investing - Theory, News & General

by Hector » Wed Aug 16, 2023 6:42 pm » in Investing - Theory, News & General

0 Replies

234 Views

Last post by Hector
Wed Aug 16, 2023 6:42 pm
App/service (like Mint or Personal Capital) to track foreign investment?

Last post by jomama341 « Wed Aug 16, 2023 9:48 am
Posted in Personal Finance (Not Investing)

by jomama341 » Wed Aug 16, 2023 9:48 am » in Personal Finance (Not Investing)

0 Replies

116 Views

Last post by jomama341
Wed Aug 16, 2023 9:48 am
NJ inheritance tax

Last post by Zarro « Wed Aug 16, 2023 9:00 am
Posted in Personal Finance (Not Investing)

by Zarro » Wed Aug 16, 2023 9:00 am » in Personal Finance (Not Investing)

0 Replies

155 Views

Last post by Zarro
Wed Aug 16, 2023 9:00 am
Muni- Tax Equivalent Yield Calc

Last post by Anil « Sun Aug 13, 2023 8:57 pm
Posted in Investing - Theory, News & General

by Anil » Sun Aug 13, 2023 8:57 pm » in Investing - Theory, News & General

0 Replies

291 Views

Last post by Anil
Sun Aug 13, 2023 8:57 pm
Social Security and overseas work

Last post by Claudia Whitten « Sun Aug 13, 2023 7:15 pm
Posted in Personal Finance (Not Investing)

by Claudia Whitten » Sun Aug 13, 2023 7:15 pm » in Personal Finance (Not Investing)

0 Replies

214 Views

Last post by Claudia Whitten
Sun Aug 13, 2023 7:15 pm
Should medium term emigres avoid IRAs and the like?

Last post by frose2 « Sun Aug 13, 2023 1:19 pm
Posted in Personal Finance (Not Investing)

by frose2 » Sun Aug 13, 2023 1:19 pm » in Personal Finance (Not Investing)

0 Replies

196 Views

Last post by frose2
Sun Aug 13, 2023 1:19 pm
Update on TIAA Income Illustrator: Loyalty bonus & payout comparison 2023 v 2022

Last post by McQ « Sat Aug 12, 2023 5:40 pm
Posted in Personal Investments

by McQ » Sat Aug 12, 2023 5:40 pm » in Personal Investments

0 Replies

329 Views

Last post by McQ
Sat Aug 12, 2023 5:40 pm
low coupon Agency Bond Call Risk

Last post by WalkingBackToHouston « Sat Aug 12, 2023 2:07 pm
Posted in Personal Investments

by WalkingBackToHouston » Sat Aug 12, 2023 2:07 pm » in Personal Investments

0 Replies

212 Views

Last post by WalkingBackToHouston
Sat Aug 12, 2023 2:07 pm

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