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CDs: Ladder or Not?

Last post by Van « Mon Mar 20, 2023 1:25 pm
Posted in Personal Investments

by Van » Mon Mar 20, 2023 1:25 pm » in Personal Investments

0 Replies

9 Views

Last post by Van
Mon Mar 20, 2023 1:25 pm
2022 Taxes - OLT & Form 1116 - NOT Working

Last post by Steve_Sr. « Mon Mar 20, 2023 1:25 pm
Posted in Personal Finance (Not Investing)

by Steve_Sr. » Mon Mar 20, 2023 1:25 pm » in Personal Finance (Not Investing)

0 Replies

8 Views

Last post by Steve_Sr.
Mon Mar 20, 2023 1:25 pm
Tax quandary: Schedule K-1 box 11 code B "non-miscellaneous" excess itemized deductions

Last post by cyclist « Mon Mar 20, 2023 1:05 pm
Posted in Personal Finance (Not Investing)

by cyclist » Mon Mar 20, 2023 1:05 pm » in Personal Finance (Not Investing)

0 Replies

41 Views

Last post by cyclist
Mon Mar 20, 2023 1:05 pm
Deluxe TurboTax and my first time dealing with Vanguard Brokerage account?

Last post by imbogled « Mon Mar 20, 2023 12:42 pm
Posted in Personal Finance (Not Investing)

by imbogled » Mon Mar 20, 2023 12:42 pm » in Personal Finance (Not Investing)

0 Replies

76 Views

Last post by imbogled
Mon Mar 20, 2023 12:42 pm
401K Profit Sharing component.

Last post by Caliscotsman « Mon Mar 20, 2023 12:30 pm
Posted in Personal Finance (Not Investing)

by Caliscotsman » Mon Mar 20, 2023 12:30 pm » in Personal Finance (Not Investing)

0 Replies

48 Views

Last post by Caliscotsman
Mon Mar 20, 2023 12:30 pm
Five-Year Portfolio Checkup

Last post by kommisarrex « Mon Mar 20, 2023 8:45 am
Posted in Personal Investments

by kommisarrex » Mon Mar 20, 2023 8:45 am » in Personal Investments

0 Replies

136 Views

Last post by kommisarrex
Mon Mar 20, 2023 8:45 am
Preferred Mutual Funds and ETFs

Last post by AMG79 « Mon Mar 20, 2023 7:36 am
Posted in Investing - Theory, News & General

by AMG79 » Mon Mar 20, 2023 7:36 am » in Investing - Theory, News & General

0 Replies

104 Views

Last post by AMG79
Mon Mar 20, 2023 7:36 am
Broker for EU-resident US citizen to purchase EU member sovereign bonds

Last post by EddyB « Mon Mar 20, 2023 5:02 am
Posted in Non-US Investing

by EddyB » Mon Mar 20, 2023 5:02 am » in Non-US Investing

0 Replies

84 Views

Last post by EddyB
Mon Mar 20, 2023 5:02 am
iPad Pro battery life playing games

Last post by hoops777 « Sun Mar 19, 2023 10:15 pm
Posted in Personal Consumer Issues

by hoops777 » Sun Mar 19, 2023 10:15 pm » in Personal Consumer Issues

0 Replies

130 Views

Last post by hoops777
Sun Mar 19, 2023 10:15 pm
Vanguard 1099-R Error

Last post by chen1991 « Sun Mar 19, 2023 8:22 pm
Posted in Personal Investments

by chen1991 » Sun Mar 19, 2023 8:22 pm » in Personal Investments

0 Replies

201 Views

Last post by chen1991
Sun Mar 19, 2023 8:22 pm
Pennsylvania non-resident tax withheld / taxact.com

Last post by adr314159 « Sun Mar 19, 2023 2:49 pm
Posted in Personal Finance (Not Investing)

by adr314159 » Sun Mar 19, 2023 2:49 pm » in Personal Finance (Not Investing)

0 Replies

81 Views

Last post by adr314159
Sun Mar 19, 2023 2:49 pm
PBGC Max Monthly Guarantee for 100% Jt and Survivor Pension

Last post by Austhuds « Sun Mar 19, 2023 2:44 pm
Posted in Personal Finance (Not Investing)

by Austhuds » Sun Mar 19, 2023 2:44 pm » in Personal Finance (Not Investing)

0 Replies

118 Views

Last post by Austhuds
Sun Mar 19, 2023 2:44 pm
FTC 1116 and ammendments

Last post by international001 « Sat Mar 18, 2023 7:28 pm
Posted in Investing - Theory, News & General

by international001 » Sat Mar 18, 2023 7:28 pm » in Investing - Theory, News & General

0 Replies

142 Views

Last post by international001
Sat Mar 18, 2023 7:28 pm
Question about being dual tax resident US/UK

Last post by JHart « Sat Mar 18, 2023 9:35 am
Posted in Personal Finance (Not Investing)

by JHart » Sat Mar 18, 2023 9:35 am » in Personal Finance (Not Investing)

0 Replies

95 Views

Last post by JHart
Sat Mar 18, 2023 9:35 am
HSA Brokerage for Ex-American in Canada

Last post by mrken « Fri Mar 17, 2023 9:02 pm
Posted in Non-US Investing

by mrken » Fri Mar 17, 2023 9:02 pm » in Non-US Investing

0 Replies

179 Views

Last post by mrken
Fri Mar 17, 2023 9:02 pm
Taxable LLC Distribution

Last post by LakeNormanRob « Fri Mar 17, 2023 2:59 pm
Posted in Personal Finance (Not Investing)

by LakeNormanRob » Fri Mar 17, 2023 2:59 pm » in Personal Finance (Not Investing)

0 Replies

95 Views

Last post by LakeNormanRob
Fri Mar 17, 2023 2:59 pm
Writing Qualified Covered Call for Tax Arbitrage

Last post by Nanicolle « Fri Mar 17, 2023 1:32 am
Posted in Personal Investments

by Nanicolle » Fri Mar 17, 2023 1:32 am » in Personal Investments

0 Replies

90 Views

Last post by Nanicolle
Fri Mar 17, 2023 1:32 am
TurboTax making me review all option sales

Last post by chinchin « Thu Mar 16, 2023 11:58 pm
Posted in Personal Finance (Not Investing)

by chinchin » Thu Mar 16, 2023 11:58 pm » in Personal Finance (Not Investing)

0 Replies

169 Views

Last post by chinchin
Thu Mar 16, 2023 11:58 pm
New FEHB Options for Annuitants Coming?

Last post by tallguy3891 « Thu Mar 16, 2023 2:45 pm
Posted in Personal Finance (Not Investing)

by tallguy3891 » Thu Mar 16, 2023 2:45 pm » in Personal Finance (Not Investing)

0 Replies

178 Views

Last post by tallguy3891
Thu Mar 16, 2023 2:45 pm
Self-employed Roth 401k excess contribution question

Last post by PaddyMac « Thu Mar 16, 2023 1:49 pm
Posted in Personal Investments

by PaddyMac » Thu Mar 16, 2023 1:49 pm » in Personal Investments

0 Replies

112 Views

Last post by PaddyMac
Thu Mar 16, 2023 1:49 pm
Help Needed to Understand Corporate Bonds

Last post by BellaBear « Thu Mar 16, 2023 9:40 am
Posted in Personal Investments

by BellaBear » Thu Mar 16, 2023 9:40 am » in Personal Investments

0 Replies

159 Views

Last post by BellaBear
Thu Mar 16, 2023 9:40 am
CDBG Grant in Cal [Community Development Block Grant]

Last post by Hern410 « Thu Mar 16, 2023 1:59 am
Posted in Personal Finance (Not Investing)

by Hern410 » Thu Mar 16, 2023 1:59 am » in Personal Finance (Not Investing)

0 Replies

58 Views

Last post by Hern410
Thu Mar 16, 2023 1:59 am
"How to Choose Funds for Your IRA"

Last post by Taylor Larimore « Wed Mar 15, 2023 1:59 pm
Posted in Investing - Theory, News & General

by Taylor Larimore » Wed Mar 15, 2023 1:59 pm » in Investing - Theory, News & General

0 Replies

285 Views

Last post by Taylor Larimore
Wed Mar 15, 2023 1:59 pm
529 (or Ed IRA) to 529 rollover? I got some questions

Last post by privateID « Wed Mar 15, 2023 10:06 am
Posted in Personal Investments

by privateID » Wed Mar 15, 2023 10:06 am » in Personal Investments

0 Replies

112 Views

Last post by privateID
Wed Mar 15, 2023 10:06 am
Worth it to employ spouse to enable SEP contributions?

Last post by Freeadvice « Wed Mar 15, 2023 9:17 am
Posted in Investing - Theory, News & General

by Freeadvice » Wed Mar 15, 2023 9:17 am » in Investing - Theory, News & General

0 Replies

162 Views

Last post by Freeadvice
Wed Mar 15, 2023 9:17 am
NJ Shared Responsibility Payments

Last post by mggray17 « Wed Mar 15, 2023 9:06 am
Posted in Personal Finance (Not Investing)

by mggray17 » Wed Mar 15, 2023 9:06 am » in Personal Finance (Not Investing)

0 Replies

130 Views

Last post by mggray17
Wed Mar 15, 2023 9:06 am
The “4% rule” with annuities (and/or bond ladders)

Last post by StillGoing « Wed Mar 15, 2023 6:31 am
Posted in Investing - Theory, News & General

by StillGoing » Wed Mar 15, 2023 6:31 am » in Investing - Theory, News & General

0 Replies

276 Views

Last post by StillGoing
Wed Mar 15, 2023 6:31 am
Vanguard reit yield and adjusted yield

Last post by grok87 « Wed Mar 15, 2023 5:54 am
Posted in Investing - Theory, News & General

by grok87 » Wed Mar 15, 2023 5:54 am » in Investing - Theory, News & General

0 Replies

226 Views

Last post by grok87
Wed Mar 15, 2023 5:54 am
New Simple Ira questions

Last post by JohnTh « Tue Mar 14, 2023 5:44 pm
Posted in Personal Finance (Not Investing)

by JohnTh » Tue Mar 14, 2023 5:44 pm » in Personal Finance (Not Investing)

0 Replies

123 Views

Last post by JohnTh
Tue Mar 14, 2023 5:44 pm
AirTag sound questions

Last post by FB01 « Tue Mar 14, 2023 12:47 pm
Posted in Personal Consumer Issues

by FB01 » Tue Mar 14, 2023 12:47 pm » in Personal Consumer Issues

0 Replies

176 Views

Last post by FB01
Tue Mar 14, 2023 12:47 pm
Over-contribution to Roth IRA in 2021 and Filing a 5329

Last post by Lana2016 « Mon Mar 13, 2023 8:43 pm
Posted in Personal Finance (Not Investing)

by Lana2016 » Mon Mar 13, 2023 8:43 pm » in Personal Finance (Not Investing)

0 Replies

118 Views

Last post by Lana2016
Mon Mar 13, 2023 8:43 pm
Gold ETF (IAU) cost basis adjustment for expenses

Last post by DataDriver « Mon Mar 13, 2023 2:00 pm
Posted in Investing - Theory, News & General

by DataDriver » Mon Mar 13, 2023 2:00 pm » in Investing - Theory, News & General

0 Replies

136 Views

Last post by DataDriver
Mon Mar 13, 2023 2:00 pm
Definitive Thread on Brokerage Retention Bonuses

Last post by Kookaburra « Sun Mar 12, 2023 8:50 pm
Posted in Personal Finance (Not Investing)

by Kookaburra » Sun Mar 12, 2023 8:50 pm » in Personal Finance (Not Investing)

0 Replies

219 Views

Last post by Kookaburra
Sun Mar 12, 2023 8:50 pm
FDIC Online Calculator to Determine Insurance Limits on Your Account

Last post by Northern Flicker « Sun Mar 12, 2023 8:05 pm
Posted in Personal Investments

by Northern Flicker » Sun Mar 12, 2023 8:05 pm » in Personal Investments

0 Replies

284 Views

Last post by Northern Flicker
Sun Mar 12, 2023 8:05 pm
Valuing Russia shares for IRA roll-over

Last post by Cantrip « Sat Mar 11, 2023 4:10 am
Posted in Personal Investments

by Cantrip » Sat Mar 11, 2023 4:10 am » in Personal Investments

0 Replies

234 Views

Last post by Cantrip
Sat Mar 11, 2023 4:10 am
Tequila Tours in MX?

Last post by MrWasabi65 « Fri Mar 10, 2023 11:33 pm
Posted in Personal Consumer Issues

by MrWasabi65 » Fri Mar 10, 2023 11:33 pm » in Personal Consumer Issues

0 Replies

205 Views

Last post by MrWasabi65
Fri Mar 10, 2023 11:33 pm
Pass through entity tax not being credited correctly

Last post by markfaix « Thu Mar 09, 2023 12:13 pm
Posted in Personal Finance (Not Investing)

by markfaix » Thu Mar 09, 2023 12:13 pm » in Personal Finance (Not Investing)

0 Replies

90 Views

Last post by markfaix
Thu Mar 09, 2023 12:13 pm
Basis questions

Last post by exodusing « Thu Mar 09, 2023 8:49 am
Posted in Investing - Theory, News & General

by exodusing » Thu Mar 09, 2023 8:49 am » in Investing - Theory, News & General

0 Replies

205 Views

Last post by exodusing
Thu Mar 09, 2023 8:49 am
K-1 has blurb about K-3 being ready later (Apparently K-1s were not complicated enough)

Last post by Kagord « Thu Mar 09, 2023 7:56 am
Posted in Personal Finance (Not Investing)

by Kagord » Thu Mar 09, 2023 7:56 am » in Personal Finance (Not Investing)

0 Replies

224 Views

Last post by Kagord
Thu Mar 09, 2023 7:56 am
Merrill Edge Bond Margin Question

Last post by Carno « Thu Mar 09, 2023 6:48 am
Posted in Personal Finance (Not Investing)

by Carno » Thu Mar 09, 2023 6:48 am » in Personal Finance (Not Investing)

0 Replies

102 Views

Last post by Carno
Thu Mar 09, 2023 6:48 am
Reporting U.S. Treasury Money Fund for CA State Taxes

Last post by UDca2023 « Wed Mar 08, 2023 3:11 pm
Posted in Personal Investments

by UDca2023 » Wed Mar 08, 2023 3:11 pm » in Personal Investments

0 Replies

209 Views

Last post by UDca2023
Wed Mar 08, 2023 3:11 pm
Anyone use Liberty Mutual Right Track?

Last post by OldSport « Wed Mar 08, 2023 11:17 am
Posted in Personal Consumer Issues

by OldSport » Wed Mar 08, 2023 11:17 am » in Personal Consumer Issues

0 Replies

119 Views

Last post by OldSport
Wed Mar 08, 2023 11:17 am
What tools can I use to compare ETF performance? [Malaysia]

Last post by Intelligent_Bar2283 « Wed Mar 08, 2023 6:49 am
Posted in Non-US Investing

by Intelligent_Bar2283 » Wed Mar 08, 2023 6:49 am » in Non-US Investing

0 Replies

400 Views

Last post by Intelligent_Bar2283
Wed Mar 08, 2023 6:49 am
Mortgage vs Home Equity

Last post by mini1 « Mon Mar 06, 2023 8:37 pm
Posted in Personal Finance (Not Investing)

by mini1 » Mon Mar 06, 2023 8:37 pm » in Personal Finance (Not Investing)

0 Replies

249 Views

Last post by mini1
Mon Mar 06, 2023 8:37 pm
Wash sales involving ISO, ESPP, and RSU shares

Last post by bluesky33 « Sun Mar 05, 2023 4:17 pm
Posted in Personal Finance (Not Investing)

by bluesky33 » Sun Mar 05, 2023 4:17 pm » in Personal Finance (Not Investing)

0 Replies

88 Views

Last post by bluesky33
Sun Mar 05, 2023 4:17 pm
Planning a Casualty Tax Deduction - Good Luck

Last post by BoomerM3 « Sun Mar 05, 2023 2:02 pm
Posted in Personal Finance (Not Investing)

by BoomerM3 » Sun Mar 05, 2023 2:02 pm » in Personal Finance (Not Investing)

0 Replies

155 Views

Last post by BoomerM3
Sun Mar 05, 2023 2:02 pm
Help with Pre 65 Healthcare decision(s)

Last post by karptj « Sat Mar 04, 2023 6:25 pm
Posted in Personal Finance (Not Investing)

by karptj » Sat Mar 04, 2023 6:25 pm » in Personal Finance (Not Investing)

0 Replies

247 Views

Last post by karptj
Sat Mar 04, 2023 6:25 pm
Tax reporting of ISOs that were early exercised and later vested in the same year

Last post by Atrium3636 « Sat Mar 04, 2023 4:49 pm
Posted in Personal Finance (Not Investing)

by Atrium3636 » Sat Mar 04, 2023 4:49 pm » in Personal Finance (Not Investing)

0 Replies

102 Views

Last post by Atrium3636
Sat Mar 04, 2023 4:49 pm
Backup text messages on my android phone

Last post by tc101 « Sat Mar 04, 2023 1:22 pm
Posted in Personal Consumer Issues

by tc101 » Sat Mar 04, 2023 1:22 pm » in Personal Consumer Issues

0 Replies

148 Views

Last post by tc101
Sat Mar 04, 2023 1:22 pm
Best practices for retirement account security?

Last post by texasdiver « Sat Mar 04, 2023 11:19 am
Posted in Investing - Theory, News & General

by texasdiver » Sat Mar 04, 2023 11:19 am » in Investing - Theory, News & General

0 Replies

363 Views

Last post by texasdiver
Sat Mar 04, 2023 11:19 am

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