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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

165 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

157 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

156 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

427 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

87 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

137 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

170 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

136 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

147 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

368 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

215 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

126 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

316 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

113 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

547 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

198 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

108 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

124 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

210 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

324 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

205 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

128 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

199 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
Burton Malkiel Interview on Wealthtrack

Last post by swansong « Fri Feb 10, 2023 8:55 pm
Posted in Personal Investments

by swansong » Fri Feb 10, 2023 8:55 pm » in Personal Investments

0 Replies

480 Views

Last post by swansong
Fri Feb 10, 2023 8:55 pm
Morningstar stock style box emulator

Last post by jocdoc « Fri Feb 10, 2023 1:20 pm
Posted in Investing - Theory, News & General

by jocdoc » Fri Feb 10, 2023 1:20 pm » in Investing - Theory, News & General

0 Replies

155 Views

Last post by jocdoc
Fri Feb 10, 2023 1:20 pm
Best IBKR offers in 2023

Last post by jackal « Thu Feb 09, 2023 4:40 pm
Posted in Personal Finance (Not Investing)

by jackal » Thu Feb 09, 2023 4:40 pm » in Personal Finance (Not Investing)

0 Replies

186 Views

Last post by jackal
Thu Feb 09, 2023 4:40 pm
help with legal doubts regarding starting out a small business

Last post by geshiro « Wed Feb 08, 2023 1:49 pm
Posted in Personal Finance (Not Investing)

by geshiro » Wed Feb 08, 2023 1:49 pm » in Personal Finance (Not Investing)

0 Replies

175 Views

Last post by geshiro
Wed Feb 08, 2023 1:49 pm
[How do I correct my Form 1116 Foreign Tax Credit tax returns?]

Last post by SuffFI « Tue Feb 07, 2023 6:37 pm
Posted in Personal Finance (Not Investing)

by SuffFI » Tue Feb 07, 2023 6:37 pm » in Personal Finance (Not Investing)

0 Replies

153 Views

Last post by SuffFI
Tue Feb 07, 2023 6:37 pm
HomeStory

Last post by SpongeMonkey « Tue Feb 07, 2023 2:38 am
Posted in Personal Finance (Not Investing)

by SpongeMonkey » Tue Feb 07, 2023 2:38 am » in Personal Finance (Not Investing)

0 Replies

164 Views

Last post by SpongeMonkey
Tue Feb 07, 2023 2:38 am
Vanguard SEP IRA Question

Last post by fortyfour « Mon Feb 06, 2023 7:30 pm
Posted in Personal Investments

by fortyfour » Mon Feb 06, 2023 7:30 pm » in Personal Investments

0 Replies

112 Views

Last post by fortyfour
Mon Feb 06, 2023 7:30 pm
Washington Medical Leave and IRS

Last post by KRW « Mon Feb 06, 2023 10:24 am
Posted in Personal Finance (Not Investing)

by KRW » Mon Feb 06, 2023 10:24 am » in Personal Finance (Not Investing)

0 Replies

134 Views

Last post by KRW
Mon Feb 06, 2023 10:24 am
LTCi - short & fat vs long & thin

Last post by rustwood « Mon Feb 06, 2023 7:35 am
Posted in Personal Finance (Not Investing)

by rustwood » Mon Feb 06, 2023 7:35 am » in Personal Finance (Not Investing)

0 Replies

194 Views

Last post by rustwood
Mon Feb 06, 2023 7:35 am
landlord vs homeowner for Inflation Reduction Act clean energy benefits

Last post by SUP « Sun Feb 05, 2023 6:27 pm
Posted in Personal Finance (Not Investing)

by SUP » Sun Feb 05, 2023 6:27 pm » in Personal Finance (Not Investing)

0 Replies

268 Views

Last post by SUP
Sun Feb 05, 2023 6:27 pm
FYI -- Nice shoutout to Bh in Kiplinger's PFM

Last post by GettingComfortable « Sun Feb 05, 2023 8:35 am
Posted in Personal Finance (Not Investing)

by GettingComfortable » Sun Feb 05, 2023 8:35 am » in Personal Finance (Not Investing)

0 Replies

269 Views

Last post by GettingComfortable
Sun Feb 05, 2023 8:35 am
457 holdings

Last post by lakefront « Sat Feb 04, 2023 2:07 pm
Posted in Personal Investments

by lakefront » Sat Feb 04, 2023 2:07 pm » in Personal Investments

0 Replies

233 Views

Last post by lakefront
Sat Feb 04, 2023 2:07 pm
Anyone have OhmConnect?

Last post by papermario « Sat Feb 04, 2023 1:39 pm
Posted in Personal Consumer Issues

by papermario » Sat Feb 04, 2023 1:39 pm » in Personal Consumer Issues

0 Replies

224 Views

Last post by papermario
Sat Feb 04, 2023 1:39 pm
My identity cannot be verified by TurboTax-Intuit for Fidelity 1099s

Last post by cjonblanchard « Fri Feb 03, 2023 10:35 pm
Posted in Personal Finance (Not Investing)

by cjonblanchard » Fri Feb 03, 2023 10:35 pm » in Personal Finance (Not Investing)

0 Replies

270 Views

Last post by cjonblanchard
Fri Feb 03, 2023 10:35 pm
Advice regarding investments, self employment, properties, etc

Last post by WillowsProtector « Fri Feb 03, 2023 11:34 am
Posted in Personal Finance (Not Investing)

by WillowsProtector » Fri Feb 03, 2023 11:34 am » in Personal Finance (Not Investing)

0 Replies

104 Views

Last post by WillowsProtector
Fri Feb 03, 2023 11:34 am
How long do change of ownership processes take at VG?

Last post by Indianrock « Fri Feb 03, 2023 7:25 am
Posted in Personal Investments

by Indianrock » Fri Feb 03, 2023 7:25 am » in Personal Investments

0 Replies

170 Views

Last post by Indianrock
Fri Feb 03, 2023 7:25 am
QOLSYS Alarm System / Alarm.com

Last post by NYCaviator « Thu Feb 02, 2023 7:27 pm
Posted in Personal Consumer Issues

by NYCaviator » Thu Feb 02, 2023 7:27 pm » in Personal Consumer Issues

0 Replies

123 Views

Last post by NYCaviator
Thu Feb 02, 2023 7:27 pm
Anyone has experience using eSIM from eSim.me?

Last post by indexfundfan « Thu Feb 02, 2023 7:11 pm
Posted in Personal Consumer Issues

by indexfundfan » Thu Feb 02, 2023 7:11 pm » in Personal Consumer Issues

0 Replies

213 Views

Last post by indexfundfan
Thu Feb 02, 2023 7:11 pm

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