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Please read before posting on coronavirus/COVID-19

Last post by Alex Frakt « Fri Apr 24, 2020 2:46 am
Posted in Forum Issues and Administration

by Alex Frakt » Fri Apr 24, 2020 2:46 am » in Forum Issues and Administration

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Last post by Alex Frakt
Fri Apr 24, 2020 2:46 am
Policies and Etiquette

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by Alex Frakt » Tue Jul 24, 2012 2:14 am

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Investment Planning

Last post by Alex Frakt « Wed Oct 03, 2007 4:50 pm
Replies: 1
by Laura » Sat Sep 22, 2007 7:51 pm

1 Replies

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Last post by Alex Frakt
Wed Oct 03, 2007 4:50 pm
Asking Portfolio Questions

Last post by Laura « Sat Sep 22, 2007 7:53 pm

by Laura » Sat Sep 22, 2007 7:53 pm

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Last post by Laura
Sat Sep 22, 2007 7:53 pm
Creating revocable trust just for buying I Bonds?

Last post by Gill « Sun Apr 11, 2021 8:10 pm
Replies: 15
by BrokerageZelda » Sat Apr 10, 2021 11:02 am

15 Replies

932 Views

Last post by Gill
Sun Apr 11, 2021 8:10 pm
Paying taxes on CG when estimated taxes are required

Last post by TheDogFather « Sun Apr 11, 2021 8:10 pm

by TheDogFather » Sun Apr 11, 2021 8:10 pm

0 Replies

1 Views

Last post by TheDogFather
Sun Apr 11, 2021 8:10 pm
Invest in After-Tax Brokerage Account or Take Student Loan?

Last post by careerdata « Sun Apr 11, 2021 8:08 pm
Replies: 13
by careerdata » Sun Apr 11, 2021 4:51 pm

13 Replies

420 Views

Last post by careerdata
Sun Apr 11, 2021 8:08 pm
Mortgage Payoff vs Taxable Account - What else should I consider?

Last post by KlangFool « Sun Apr 11, 2021 8:08 pm
Replies: 15
by Scooter K » Sun Apr 11, 2021 5:19 pm

15 Replies

703 Views

Last post by KlangFool
Sun Apr 11, 2021 8:08 pm
Required minimum distributions: All to QCDs vs. ROTH conversions

Last post by earlyout « Sun Apr 11, 2021 8:06 pm
Replies: 3
by conundrum » Sun Apr 11, 2021 7:50 pm

3 Replies

99 Views

Last post by earlyout
Sun Apr 11, 2021 8:06 pm
I Bonds

Last post by youraveragejoe « Sun Apr 11, 2021 7:57 pm
Replies: 38
by Rjs » Sun Apr 11, 2021 2:47 am

38 Replies

2414 Views

Last post by youraveragejoe
Sun Apr 11, 2021 7:57 pm
Simplicity over Small Cap Value

Last post by Outer Marker « Sun Apr 11, 2021 7:44 pm
Replies: 75
by investingforbank » Wed Apr 07, 2021 1:51 pm
1

2
75 Replies

4761 Views

Last post by Outer Marker
Sun Apr 11, 2021 7:44 pm
RPM Suggests Lower Roth Conversion is Better?

Last post by celia « Sun Apr 11, 2021 7:33 pm
Replies: 10
by Rose » Sun Apr 04, 2021 5:08 pm

10 Replies

1519 Views

Last post by celia
Sun Apr 11, 2021 7:33 pm
Effective tax rate 40%+ Sanity check on strategy for tax efficient investing

Last post by Outer Marker « Sun Apr 11, 2021 7:29 pm
Replies: 51
by ltv » Sat Apr 10, 2021 2:40 pm
1

2
51 Replies

3420 Views

Last post by Outer Marker
Sun Apr 11, 2021 7:29 pm
I cant find anything better than S&P

Last post by Johm221122 « Sun Apr 11, 2021 7:22 pm
Replies: 58
by newyorker » Thu Apr 08, 2021 10:49 pm
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2
58 Replies

4562 Views

Last post by Johm221122
Sun Apr 11, 2021 7:22 pm
Simplifying portfolio

Last post by mikeyzito22 « Sun Apr 11, 2021 7:11 pm
Replies: 9
by mikeyzito22 » Fri Apr 09, 2021 4:33 pm

9 Replies

1122 Views

Last post by mikeyzito22
Sun Apr 11, 2021 7:11 pm
Looking for tool to manage multiple accounts, rebalance, help with taxes and planning

Last post by sycamore « Sun Apr 11, 2021 7:09 pm
Replies: 1
by kingcrimson » Sun Apr 11, 2021 10:40 am

1 Replies

155 Views

Last post by sycamore
Sun Apr 11, 2021 7:09 pm
Multiple Accounts Asset Allocation

Last post by IM_MM « Sun Apr 11, 2021 7:02 pm

by IM_MM » Sun Apr 11, 2021 7:02 pm

0 Replies

29 Views

Last post by IM_MM
Sun Apr 11, 2021 7:02 pm
Taking over in-law's retirement accounts, advice on strategy

Last post by rossington « Sun Apr 11, 2021 7:00 pm
Replies: 7
by Rd123123 » Sun Apr 11, 2021 1:19 pm

7 Replies

704 Views

Last post by rossington
Sun Apr 11, 2021 7:00 pm
Thank You

Last post by investingforbank « Sun Apr 11, 2021 7:00 pm

by investingforbank » Sun Apr 11, 2021 7:00 pm

0 Replies

185 Views

Last post by investingforbank
Sun Apr 11, 2021 7:00 pm
Portfolio Review - Need help extracting from Ameriprise

Last post by jimkinny « Sun Apr 11, 2021 7:00 pm
Replies: 3
by PurpleTiger » Sun Apr 11, 2021 12:01 pm

3 Replies

331 Views

Last post by jimkinny
Sun Apr 11, 2021 7:00 pm
Partial rollover of current 401k to Vanguard

Last post by Retired soon « Sun Apr 11, 2021 6:50 pm
Replies: 2
by Retired soon » Sun Apr 11, 2021 10:00 am

2 Replies

212 Views

Last post by Retired soon
Sun Apr 11, 2021 6:50 pm
question about opening a TIAA Brokerage account?

Last post by Katietsu « Sun Apr 11, 2021 6:45 pm
Replies: 13
by ProfessorX » Sun Apr 11, 2021 10:56 am

13 Replies

559 Views

Last post by Katietsu
Sun Apr 11, 2021 6:45 pm
Adding a bond index fund to taxable to replace HYS, and the rebalancing after

Last post by BruinBones « Sun Apr 11, 2021 6:39 pm
Replies: 2
by persona4826 » Sun Apr 11, 2021 6:19 pm

2 Replies

137 Views

Last post by BruinBones
Sun Apr 11, 2021 6:39 pm
HELP - How to Allocate $5M in retirement funds

Last post by Lawyerd « Sun Apr 11, 2021 6:30 pm
Replies: 19
by mhsiao45 » Wed Apr 07, 2021 11:33 pm

19 Replies

2955 Views

Last post by Lawyerd
Sun Apr 11, 2021 6:30 pm
transfer betterment to vanguard?

Last post by placeholder « Sun Apr 11, 2021 6:21 pm
Replies: 10
by bstewie » Sat Apr 10, 2021 2:36 pm

10 Replies

790 Views

Last post by placeholder
Sun Apr 11, 2021 6:21 pm
Trying to use TurboTax to amend 2019 return due to excess Roth contribution. Ugh.

Last post by CAsage « Sun Apr 11, 2021 5:56 pm
Replies: 3
by OffgridSooz » Sun Apr 11, 2021 4:19 pm

3 Replies

195 Views

Last post by CAsage
Sun Apr 11, 2021 5:56 pm
Finally read the Little Book of Common Sense Investing...

Last post by BV3273 « Sun Apr 11, 2021 5:37 pm
Replies: 8
by BV3273 » Sun Apr 11, 2021 1:02 pm

8 Replies

878 Views

Last post by BV3273
Sun Apr 11, 2021 5:37 pm
Taxes and rolling over pension lump sum

Last post by placeholder « Sun Apr 11, 2021 5:13 pm
Replies: 13
by Planner01 » Sat Apr 10, 2021 5:01 pm

13 Replies

758 Views

Last post by placeholder
Sun Apr 11, 2021 5:13 pm
Investing in the water business

Last post by Silk McCue « Sun Apr 11, 2021 5:11 pm
Replies: 1
by simple man » Sun Apr 11, 2021 4:24 pm

1 Replies

293 Views

Last post by Silk McCue
Sun Apr 11, 2021 5:11 pm
How do I self-manage and completely change my portfolio?

Last post by danisport « Sun Apr 11, 2021 5:10 pm
Replies: 11
by danisport » Sat Apr 10, 2021 2:29 pm

11 Replies

954 Views

Last post by danisport
Sun Apr 11, 2021 5:10 pm
Investment Allocation: Unpredictable Income

Last post by ruralavalon « Sun Apr 11, 2021 3:49 pm
Replies: 16
by Slowandsteady95 » Sat Apr 10, 2021 1:30 pm

16 Replies

879 Views

Last post by ruralavalon
Sun Apr 11, 2021 3:49 pm
Sanity Check - Factor Portfolio Review

Last post by Wade Garrett « Sun Apr 11, 2021 3:32 pm
Replies: 15
by FiveFactor » Thu Apr 08, 2021 8:48 pm

15 Replies

1095 Views

Last post by Wade Garrett
Sun Apr 11, 2021 3:32 pm
Deciding it it's worth it to buy long-term individual stocks

Last post by inbox788 « Sun Apr 11, 2021 3:22 pm
Replies: 55
by invester123 » Thu Apr 08, 2021 6:59 pm
1

2
55 Replies

4919 Views

Last post by inbox788
Sun Apr 11, 2021 3:22 pm
International equity ETF options (IXUS, IDEV, IEMG)

Last post by ruralavalon « Sun Apr 11, 2021 3:14 pm
Replies: 8
by ramaj » Tue Apr 06, 2021 2:48 pm

8 Replies

790 Views

Last post by ruralavalon
Sun Apr 11, 2021 3:14 pm
3 Fund Portfolio at Schwab

Last post by csei21 « Sun Apr 11, 2021 3:08 pm
Replies: 3
by csei21 » Sat Apr 10, 2021 7:46 pm

3 Replies

688 Views

Last post by csei21
Sun Apr 11, 2021 3:08 pm
Portfolio update/re-balance, 33 yo female

Last post by Duckie « Sun Apr 11, 2021 3:02 pm
Replies: 11
by scommander7 » Sun Apr 11, 2021 5:58 am

11 Replies

1094 Views

Last post by Duckie
Sun Apr 11, 2021 3:02 pm
Using different withdrawal amounts throughout retirement

Last post by dbr « Sun Apr 11, 2021 3:00 pm
Replies: 2
by ER2023 » Sun Apr 11, 2021 2:12 pm

2 Replies

272 Views

Last post by dbr
Sun Apr 11, 2021 3:00 pm
Recharacterization from Roth IRA to TIRA

Last post by Duckie « Sun Apr 11, 2021 2:58 pm
Replies: 4
by Linanq3l » Sat Apr 10, 2021 10:25 pm

4 Replies

346 Views

Last post by Duckie
Sun Apr 11, 2021 2:58 pm
Financial health checkup

Last post by NYCaviator « Sun Apr 11, 2021 2:51 pm
Replies: 8
by DreamsOfRetiring » Sun Apr 11, 2021 7:23 am

8 Replies

741 Views

Last post by NYCaviator
Sun Apr 11, 2021 2:51 pm
Purchasing MYGAs - Blueprint Income vs. Gainbridge vs. Canvas

Last post by HueyLD « Sun Apr 11, 2021 2:43 pm
Replies: 145
by Stinky » Thu Dec 31, 2020 7:46 am
1

2

3
145 Replies

9462 Views

Last post by HueyLD
Sun Apr 11, 2021 2:43 pm
Retired - Fidelity to Vanguard 401K/IRA transfer $2.9m

Last post by RPC1976 « Sun Apr 11, 2021 2:31 pm
Replies: 10
by RPC1976 » Thu Aug 20, 2020 1:21 pm

10 Replies

2251 Views

Last post by RPC1976
Sun Apr 11, 2021 2:31 pm
Ready to push the easy button on investements: Portfolio review

Last post by abuss368 « Sun Apr 11, 2021 2:30 pm
Replies: 15
by WhiteIris » Fri Sep 23, 2016 7:06 pm

15 Replies

2972 Views

Last post by abuss368
Sun Apr 11, 2021 2:30 pm
traditional IRA vs Roth - how to figure out

Last post by abuss368 « Sun Apr 11, 2021 2:27 pm
Replies: 83
by hartista » Fri Mar 19, 2021 2:56 pm
1

2
83 Replies

5867 Views

Last post by abuss368
Sun Apr 11, 2021 2:27 pm
Which Roth to choose - IRA or 401k

Last post by SuzBanyan « Sun Apr 11, 2021 1:58 pm
Replies: 20
by OKMom » Wed Mar 17, 2021 10:28 am

20 Replies

1679 Views

Last post by SuzBanyan
Sun Apr 11, 2021 1:58 pm
Why the general advice to have treasuries in CA HSA?

Last post by anon_investor « Sun Apr 11, 2021 1:44 pm
Replies: 10
by moneyzone » Sat Apr 10, 2021 9:45 pm

10 Replies

776 Views

Last post by anon_investor
Sun Apr 11, 2021 1:44 pm
VT and home country bias

Last post by guppyguy « Sun Apr 11, 2021 1:37 pm
Replies: 12
by guppyguy » Sat Apr 10, 2021 4:54 pm

12 Replies

1093 Views

Last post by guppyguy
Sun Apr 11, 2021 1:37 pm
Annuity statement. Not sure how this works?

Last post by Stinky « Sun Apr 11, 2021 1:26 pm
Replies: 23
by manlymatt83 » Sat Apr 10, 2021 7:49 pm

23 Replies

1203 Views

Last post by Stinky
Sun Apr 11, 2021 1:26 pm
Question on simultaneous 72t & Roth ladder

Last post by yog « Sun Apr 11, 2021 1:17 pm
Replies: 5
by yog » Sun Apr 11, 2021 10:25 am

5 Replies

339 Views

Last post by yog
Sun Apr 11, 2021 1:17 pm
Beginner: Vanguard Roth IRA questions

Last post by Cheez-It Guy « Sun Apr 11, 2021 1:11 pm
Replies: 2
by mariocarrillo » Sun Apr 11, 2021 1:04 pm

2 Replies

158 Views

Last post by Cheez-It Guy
Sun Apr 11, 2021 1:11 pm
Sale of Mutual Fund for Low Cost Index Fund

Last post by livesoft « Sun Apr 11, 2021 12:40 pm
Replies: 1
by MrJett » Sun Apr 11, 2021 12:38 pm

1 Replies

141 Views

Last post by livesoft
Sun Apr 11, 2021 12:40 pm
Can I contribute the max to a traditional IRA if I made an excess contribution to a Roth IRA then withdrew it?

Last post by Alan S. « Sun Apr 11, 2021 12:35 pm
Replies: 5
by BuckeyeState » Sat Apr 10, 2021 10:10 am

5 Replies

384 Views

Last post by Alan S.
Sun Apr 11, 2021 12:35 pm
Roth conversion ideas needed

Last post by Exchme « Sun Apr 11, 2021 12:24 pm
Replies: 36
by PSM » Tue Apr 06, 2021 10:22 am

36 Replies

3380 Views

Last post by Exchme
Sun Apr 11, 2021 12:24 pm

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