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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

249 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

295 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

245 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

218 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

98 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

215 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

242 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

114 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

228 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

128 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

564 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

260 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

94 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

157 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

256 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

104 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

150 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

368 Views

Last post by texasdiver
Sat Mar 04, 2023 11:19 am
Differences between Merrill and BoA Private Banking

Last post by sitout « Sat Mar 04, 2023 10:17 am
Posted in Personal Investments

by sitout » Sat Mar 04, 2023 10:17 am » in Personal Investments

0 Replies

169 Views

Last post by sitout
Sat Mar 04, 2023 10:17 am
CA PTE elective tax payment - am I doing this right?

Last post by bismarck23 « Fri Mar 03, 2023 6:16 pm
Posted in Personal Finance (Not Investing)

by bismarck23 » Fri Mar 03, 2023 6:16 pm » in Personal Finance (Not Investing)

0 Replies

161 Views

Last post by bismarck23
Fri Mar 03, 2023 6:16 pm
ESPP Basis Reporting from Supplement or W-2?

Last post by DesertTortoise « Fri Mar 03, 2023 1:32 am
Posted in Personal Finance (Not Investing)

by DesertTortoise » Fri Mar 03, 2023 1:32 am » in Personal Finance (Not Investing)

0 Replies

158 Views

Last post by DesertTortoise
Fri Mar 03, 2023 1:32 am
Used Car Tax Credit

Last post by Bones212 « Thu Mar 02, 2023 3:17 pm
Posted in Personal Finance (Not Investing)

by Bones212 » Thu Mar 02, 2023 3:17 pm » in Personal Finance (Not Investing)

0 Replies

473 Views

Last post by Bones212
Thu Mar 02, 2023 3:17 pm
Where to form LLC...Where I live or where I do business?

Last post by themadanimator « Wed Mar 01, 2023 2:56 pm
Posted in Personal Finance (Not Investing)

by themadanimator » Wed Mar 01, 2023 2:56 pm » in Personal Finance (Not Investing)

0 Replies

96 Views

Last post by themadanimator
Wed Mar 01, 2023 2:56 pm
Pennsylvania Nonresident W2 "Additional Information Statement"?

Last post by kartoffelpuffer « Mon Feb 27, 2023 4:56 pm
Posted in Personal Finance (Not Investing)

by kartoffelpuffer » Mon Feb 27, 2023 4:56 pm » in Personal Finance (Not Investing)

0 Replies

144 Views

Last post by kartoffelpuffer
Mon Feb 27, 2023 4:56 pm
Portfolio/Plan Review After Marriage in High-Tax State

Last post by creon « Sun Feb 26, 2023 3:20 pm
Posted in Personal Investments

by creon » Sun Feb 26, 2023 3:20 pm » in Personal Investments

0 Replies

176 Views

Last post by creon
Sun Feb 26, 2023 3:20 pm
Common Interest Voting Clarification

Last post by winski58 « Sun Feb 26, 2023 12:21 pm
Posted in Personal Consumer Issues

by winski58 » Sun Feb 26, 2023 12:21 pm » in Personal Consumer Issues

0 Replies

139 Views

Last post by winski58
Sun Feb 26, 2023 12:21 pm
Plug in car seat massagers?

Last post by thefoggycity « Sat Feb 25, 2023 9:51 am
Posted in Personal Consumer Issues

by thefoggycity » Sat Feb 25, 2023 9:51 am » in Personal Consumer Issues

0 Replies

149 Views

Last post by thefoggycity
Sat Feb 25, 2023 9:51 am
Personal Finance Software for USAA members

Last post by mrgeeze « Sat Feb 25, 2023 9:20 am
Posted in Personal Finance (Not Investing)

by mrgeeze » Sat Feb 25, 2023 9:20 am » in Personal Finance (Not Investing)

0 Replies

382 Views

Last post by mrgeeze
Sat Feb 25, 2023 9:20 am
AQR's Asness on Bloomberg 2/23

Last post by matjen « Sat Feb 25, 2023 8:34 am
Posted in Investing - Theory, News & General

by matjen » Sat Feb 25, 2023 8:34 am » in Investing - Theory, News & General

0 Replies

218 Views

Last post by matjen
Sat Feb 25, 2023 8:34 am
Does Cost Segregation make senes for a W2 employee?

Last post by BundyBundy « Fri Feb 24, 2023 4:53 pm
Posted in Personal Finance (Not Investing)

by BundyBundy » Fri Feb 24, 2023 4:53 pm » in Personal Finance (Not Investing)

0 Replies

177 Views

Last post by BundyBundy
Fri Feb 24, 2023 4:53 pm
TurboTax e-file SMLLC CA Form 568

Last post by slalom « Thu Feb 23, 2023 4:01 pm
Posted in Personal Finance (Not Investing)

by slalom » Thu Feb 23, 2023 4:01 pm » in Personal Finance (Not Investing)

0 Replies

135 Views

Last post by slalom
Thu Feb 23, 2023 4:01 pm
Minimizing S Corp W2 comp to Max EmployER i401k / Payroll Calculation check

Last post by SteffanW « Wed Feb 22, 2023 8:39 pm
Posted in Personal Finance (Not Investing)

by SteffanW » Wed Feb 22, 2023 8:39 pm » in Personal Finance (Not Investing)

0 Replies

148 Views

Last post by SteffanW
Wed Feb 22, 2023 8:39 pm
Comparing JPM, Vanguard, and iShares ETFs in a 50/50 portfolio

Last post by Dead Man Walking « Wed Feb 22, 2023 8:16 pm
Posted in Investing - Theory, News & General

by Dead Man Walking » Wed Feb 22, 2023 8:16 pm » in Investing - Theory, News & General

0 Replies

318 Views

Last post by Dead Man Walking
Wed Feb 22, 2023 8:16 pm
Seeking a "universal" total-cost loan calculator for educational purposes

Last post by Bammerman « Wed Feb 22, 2023 3:24 pm
Posted in Personal Finance (Not Investing)

by Bammerman » Wed Feb 22, 2023 3:24 pm » in Personal Finance (Not Investing)

0 Replies

114 Views

Last post by Bammerman
Wed Feb 22, 2023 3:24 pm
No Foreign Tax Credit this year from Harbor International Fund

Last post by Electron « Wed Feb 22, 2023 12:55 pm
Posted in Personal Finance (Not Investing)

by Electron » Wed Feb 22, 2023 12:55 pm » in Personal Finance (Not Investing)

0 Replies

549 Views

Last post by Electron
Wed Feb 22, 2023 12:55 pm
Direct Indexing: Best World Stock index to replicate?

Last post by ploz « Wed Feb 22, 2023 2:29 am
Posted in Personal Investments

by ploz » Wed Feb 22, 2023 2:29 am » in Personal Investments

0 Replies

200 Views

Last post by ploz
Wed Feb 22, 2023 2:29 am
Backdoor Roth Multiple States (MA and PA)

Last post by radmd35 « Mon Feb 20, 2023 2:21 pm
Posted in Personal Finance (Not Investing)

by radmd35 » Mon Feb 20, 2023 2:21 pm » in Personal Finance (Not Investing)

0 Replies

115 Views

Last post by radmd35
Mon Feb 20, 2023 2:21 pm
When and how to catch up on FPIC?

Last post by ObiQuiet « Mon Feb 20, 2023 2:06 pm
Posted in Personal Finance (Not Investing)

by ObiQuiet » Mon Feb 20, 2023 2:06 pm » in Personal Finance (Not Investing)

0 Replies

125 Views

Last post by ObiQuiet
Mon Feb 20, 2023 2:06 pm
TYA ETF taxation

Last post by BF3000 « Sun Feb 19, 2023 6:27 pm
Posted in Personal Investments

by BF3000 » Sun Feb 19, 2023 6:27 pm » in Personal Investments

0 Replies

213 Views

Last post by BF3000
Sun Feb 19, 2023 6:27 pm
ChatGPT vs GPT playground for spreadsheet formulas

Last post by Kevin M « Sun Feb 19, 2023 2:14 pm
Posted in Personal Finance (Not Investing)

by Kevin M » Sun Feb 19, 2023 2:14 pm » in Personal Finance (Not Investing)

0 Replies

325 Views

Last post by Kevin M
Sun Feb 19, 2023 2:14 pm
Online Payment vendors

Last post by clemrick « Sun Feb 19, 2023 1:03 pm
Posted in Personal Consumer Issues

by clemrick » Sun Feb 19, 2023 1:03 pm » in Personal Consumer Issues

0 Replies

158 Views

Last post by clemrick
Sun Feb 19, 2023 1:03 pm
Issue with Marriott Bonvoy - retaining old customer data

Last post by vveat « Sun Feb 19, 2023 12:55 pm
Posted in Personal Consumer Issues

by vveat » Sun Feb 19, 2023 12:55 pm » in Personal Consumer Issues

0 Replies

332 Views

Last post by vveat
Sun Feb 19, 2023 12:55 pm
Oath law

Last post by Catdad5 « Thu Feb 16, 2023 11:32 am
Posted in Personal Finance (Not Investing)

by Catdad5 » Thu Feb 16, 2023 11:32 am » in Personal Finance (Not Investing)

0 Replies

348 Views

Last post by Catdad5
Thu Feb 16, 2023 11:32 am
Last Day for Marcus (Goldman Sachs) Bank High Yield Savings Bonuses

Last post by squint5 « Wed Feb 15, 2023 4:57 pm
Posted in Personal Finance (Not Investing)

by squint5 » Wed Feb 15, 2023 4:57 pm » in Personal Finance (Not Investing)

0 Replies

364 Views

Last post by squint5
Wed Feb 15, 2023 4:57 pm
Deleted

Last post by student « Wed Feb 15, 2023 10:11 am
Posted in Personal Finance (Not Investing)

by student » Wed Feb 15, 2023 10:11 am » in Personal Finance (Not Investing)

0 Replies

210 Views

Last post by student
Wed Feb 15, 2023 10:11 am
Taxact 1099 import from institution/csv both not working

Last post by throwawaynrt « Mon Feb 13, 2023 4:48 pm
Posted in Personal Finance (Not Investing)

by throwawaynrt » Mon Feb 13, 2023 4:48 pm » in Personal Finance (Not Investing)

0 Replies

211 Views

Last post by throwawaynrt
Mon Feb 13, 2023 4:48 pm
H & R Block software glitch on inherited IRA QCD

Last post by medwick « Sun Feb 12, 2023 12:45 pm
Posted in Personal Finance (Not Investing)

by medwick » Sun Feb 12, 2023 12:45 pm » in Personal Finance (Not Investing)

0 Replies

130 Views

Last post by medwick
Sun Feb 12, 2023 12:45 pm
Momentum Tours

Last post by drzzzzz « Sun Feb 12, 2023 11:43 am
Posted in Personal Consumer Issues

by drzzzzz » Sun Feb 12, 2023 11:43 am » in Personal Consumer Issues

0 Replies

168 Views

Last post by drzzzzz
Sun Feb 12, 2023 11:43 am
Meeting up in East Bay (San Ramon / Dublin) area?

Last post by GoRoth123 « Sat Feb 11, 2023 1:12 pm
Posted in US Chapters

by GoRoth123 » Sat Feb 11, 2023 1:12 pm » in US Chapters

0 Replies

204 Views

Last post by GoRoth123
Sat Feb 11, 2023 1:12 pm
Medicare General Enrollment Period (and other) Timeframe Changes

Last post by tallguy3891 « Fri Feb 10, 2023 10:30 pm
Posted in Personal Finance (Not Investing)

by tallguy3891 » Fri Feb 10, 2023 10:30 pm » in Personal Finance (Not Investing)

0 Replies

226 Views

Last post by tallguy3891
Fri Feb 10, 2023 10:30 pm

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