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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

619521 Views

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

0 Replies

576550 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
Portfolio Review Request

Last post by David Jay « Fri Mar 31, 2023 8:11 pm
Replies: 1
by TheMusicNeverStopped » Fri Mar 31, 2023 12:08 pm

1 Replies

165 Views

Last post by David Jay
Fri Mar 31, 2023 8:11 pm
Rick Ferri and Three Fund Portfolio - Rebalancing?

Last post by Arboecars « Fri Mar 31, 2023 8:08 pm
Replies: 12
by hotajax » Thu Mar 16, 2023 2:51 pm

12 Replies

2278 Views

Last post by Arboecars
Fri Mar 31, 2023 8:08 pm
Way too Many Funds! Need help

Last post by delamer « Fri Mar 31, 2023 8:02 pm
Replies: 4
by Gpmd » Fri Mar 31, 2023 6:30 pm

4 Replies

277 Views

Last post by delamer
Fri Mar 31, 2023 8:02 pm
Gifting Brokerage Account

Last post by mkc « Fri Mar 31, 2023 7:57 pm
Replies: 32
by 6d1v7x3 » Thu Mar 16, 2023 8:14 pm

32 Replies

2335 Views

Last post by mkc
Fri Mar 31, 2023 7:57 pm
Cannot Rollover just Roth 401(k) to Roth IRA?

Last post by placeholder « Fri Mar 31, 2023 7:49 pm
Replies: 11
by mrken » Thu Mar 30, 2023 2:22 am

11 Replies

1183 Views

Last post by placeholder
Fri Mar 31, 2023 7:49 pm
Available Tax Deferred Options After I have retired.

Last post by HipCoyote « Fri Mar 31, 2023 7:41 pm
Replies: 5
by tundratoy » Fri Mar 31, 2023 5:58 pm

5 Replies

311 Views

Last post by HipCoyote
Fri Mar 31, 2023 7:41 pm
Portfolio Feedback Request

Last post by boglegardener « Fri Mar 31, 2023 7:40 pm
Replies: 4
by boglegardener » Fri Mar 31, 2023 2:51 pm

4 Replies

341 Views

Last post by boglegardener
Fri Mar 31, 2023 7:40 pm
First time Backdoor Roth - Tax returns

Last post by sman09 « Fri Mar 31, 2023 7:39 pm
Replies: 13
by sman09 » Fri Mar 31, 2023 11:26 am

13 Replies

602 Views

Last post by sman09
Fri Mar 31, 2023 7:39 pm
I recommend to all to watch to the end .

Last post by arcticpineapplecorp. « Fri Mar 31, 2023 7:38 pm
Replies: 1
by Ed 2 » Fri Mar 31, 2023 7:24 pm

1 Replies

334 Views

Last post by arcticpineapplecorp.
Fri Mar 31, 2023 7:38 pm
Tax Loss Harvesting SMA for large Capital Gains Event

Last post by DeliberateNumeral « Fri Mar 31, 2023 7:32 pm
Replies: 3
by DeliberateNumeral » Fri Mar 31, 2023 6:38 pm

3 Replies

137 Views

Last post by DeliberateNumeral
Fri Mar 31, 2023 7:32 pm
RMDs for ex-wife in inherited account.

Last post by Matahari « Fri Mar 31, 2023 7:25 pm
Replies: 23
by ruralavalon » Tue Mar 28, 2023 1:52 pm

23 Replies

2222 Views

Last post by Matahari
Fri Mar 31, 2023 7:25 pm
Vanguard Money Market Funds - Differences in Returns?

Last post by BlueEyedDevil « Fri Mar 31, 2023 7:23 pm
Replies: 374
by water2357 » Sun May 08, 2022 6:35 am
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374 Replies

64035 Views

Last post by BlueEyedDevil
Fri Mar 31, 2023 7:23 pm
Investing in VT

Last post by arcticpineapplecorp. « Fri Mar 31, 2023 7:01 pm
Replies: 25
by longshower024 » Fri Mar 31, 2023 12:51 am

25 Replies

2097 Views

Last post by arcticpineapplecorp.
Fri Mar 31, 2023 7:01 pm
How much do you keep in true cash vs cash equivalents?

Last post by Houdini563 « Fri Mar 31, 2023 6:32 pm
Replies: 60
by aboose » Wed Mar 29, 2023 6:14 pm
1

2
60 Replies

4539 Views

Last post by Houdini563
Fri Mar 31, 2023 6:32 pm
Help me determine how to deploy intermediate-term assets

Last post by peteyboy « Fri Mar 31, 2023 6:09 pm
Replies: 3
by 41fan » Thu Mar 30, 2023 3:04 pm

3 Replies

414 Views

Last post by peteyboy
Fri Mar 31, 2023 6:09 pm
Vanguard brokerage account transition issue: tax lots gone

Last post by boglegardener « Fri Mar 31, 2023 6:03 pm
Replies: 3
by ericinvest » Fri Mar 31, 2023 12:51 pm

3 Replies

320 Views

Last post by boglegardener
Fri Mar 31, 2023 6:03 pm
Vanguard Over Fidelity Just For Better Muni Funds?

Last post by zero_coupon « Fri Mar 31, 2023 5:48 pm
Replies: 61
by zero_coupon » Mon Jun 06, 2022 9:16 pm
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2
61 Replies

7924 Views

Last post by zero_coupon
Fri Mar 31, 2023 5:48 pm
Resolved: Unable to Change Distribution Option in VG Mutual Fund Account

Last post by Oenophileangler « Fri Mar 31, 2023 5:33 pm
Replies: 22
by tibbitts » Wed Mar 23, 2022 12:52 pm

22 Replies

1775 Views

Last post by Oenophileangler
Fri Mar 31, 2023 5:33 pm
Portfolio Review - 50's

Last post by JenniferW « Fri Mar 31, 2023 5:31 pm
Replies: 3
by rene » Fri Mar 31, 2023 3:09 pm

3 Replies

492 Views

Last post by JenniferW
Fri Mar 31, 2023 5:31 pm
Bond

Last post by zero_coupon « Fri Mar 31, 2023 5:29 pm
Replies: 24
by mudd » Wed Mar 29, 2023 8:34 pm

24 Replies

1935 Views

Last post by zero_coupon
Fri Mar 31, 2023 5:29 pm
At what loan percentage should I pay off real estate?

Last post by tony17112acst « Fri Mar 31, 2023 5:24 pm
Replies: 14
by grandnexus » Wed Mar 29, 2023 11:13 pm

14 Replies

1567 Views

Last post by tony17112acst
Fri Mar 31, 2023 5:24 pm
Expected return forecasts

Last post by ruralavalon « Fri Mar 31, 2023 5:17 pm
Replies: 15
by PapaGeek » Fri Mar 31, 2023 11:35 am

15 Replies

984 Views

Last post by ruralavalon
Fri Mar 31, 2023 5:17 pm
Contributed to iBonds in 2022 for 1st time. Tax Implications?

Last post by tibbitts « Fri Mar 31, 2023 5:03 pm
Replies: 4
by niceguy7376 » Fri Mar 31, 2023 3:18 pm

4 Replies

410 Views

Last post by tibbitts
Fri Mar 31, 2023 5:03 pm
Why not always take debt if it’s sub 4% / SWR discussion

Last post by LFKB « Fri Mar 31, 2023 4:06 pm
Replies: 64
by LFKB » Wed Mar 29, 2023 7:50 pm
1

2
64 Replies

4579 Views

Last post by LFKB
Fri Mar 31, 2023 4:06 pm
Portfolio/Retirement Checkup; Input Requested!

Last post by makeitcount « Fri Mar 31, 2023 3:56 pm
Replies: 26
by daheld » Fri Mar 31, 2023 9:45 am

26 Replies

1218 Views

Last post by makeitcount
Fri Mar 31, 2023 3:56 pm
Vanguard doesn’t let you buy fractional shares of ETFs?

Last post by sycamore « Fri Mar 31, 2023 3:33 pm
Replies: 37
by passive101 » Fri Jan 27, 2023 10:42 am

37 Replies

2806 Views

Last post by sycamore
Fri Mar 31, 2023 3:33 pm
Are there any benefits to personalized indexing strategies over pure passive indexing?

Last post by Taylor Larimore « Fri Mar 31, 2023 1:34 pm
Replies: 11
by sgtrock » Fri Mar 31, 2023 12:00 pm

11 Replies

533 Views

Last post by Taylor Larimore
Fri Mar 31, 2023 1:34 pm
ROTH contributions early withdrawal

Last post by Alan S. « Fri Mar 31, 2023 12:53 pm
Replies: 3
by Hastur » Fri Mar 31, 2023 10:38 am

3 Replies

279 Views

Last post by Alan S.
Fri Mar 31, 2023 12:53 pm
I could use some help determining if I should start Roth conversions

Last post by smitcat « Fri Mar 31, 2023 12:42 pm
Replies: 33
by daacrusher2001 » Mon Mar 20, 2023 7:54 pm

33 Replies

3498 Views

Last post by smitcat
Fri Mar 31, 2023 12:42 pm
TIPS vs Nominal Treasury spread

Last post by iim7V7IM7 « Fri Mar 31, 2023 11:47 am
Replies: 3
by Chip Shot » Fri Mar 31, 2023 6:54 am

3 Replies

393 Views

Last post by iim7V7IM7
Fri Mar 31, 2023 11:47 am
Using IRA for donations instead of Roth conversion

Last post by Navillus1968 « Fri Mar 31, 2023 11:40 am
Replies: 5
by RunswithJocko » Fri Mar 31, 2023 9:25 am

5 Replies

371 Views

Last post by Navillus1968
Fri Mar 31, 2023 11:40 am
Portfolio Review Request [Military (updated and recently retired)]

Last post by RogerWilco « Fri Mar 31, 2023 11:28 am
Replies: 16
by RogerWilco » Sun Feb 03, 2013 8:25 pm

16 Replies

2341 Views

Last post by RogerWilco
Fri Mar 31, 2023 11:28 am
Rebalancing to less risk question

Last post by delamer « Fri Mar 31, 2023 10:47 am
Replies: 11
by Stillwater1971 » Thu Mar 30, 2023 1:53 pm

11 Replies

886 Views

Last post by delamer
Fri Mar 31, 2023 10:47 am
Is it ok to park some Emergency Fund in Vanguard VMFXX?

Last post by bhjjk19 « Fri Mar 31, 2023 10:36 am
Replies: 51
by lepa71 » Tue Mar 21, 2023 9:18 am
1

2
51 Replies

5659 Views

Last post by bhjjk19
Fri Mar 31, 2023 10:36 am
In lieu of Roth conversions...what about spending some of my IRA?

Last post by Peter Foley « Fri Mar 31, 2023 10:27 am
Replies: 13
by daacrusher2001 » Thu Mar 30, 2023 9:24 pm

13 Replies

1345 Views

Last post by Peter Foley
Fri Mar 31, 2023 10:27 am
401k advice for 28 yr old

Last post by ruralavalon « Fri Mar 31, 2023 10:20 am
Replies: 8
by maggi26 » Thu Mar 30, 2023 4:07 pm

8 Replies

852 Views

Last post by ruralavalon
Fri Mar 31, 2023 10:20 am
RMDs on Inherited Accounts

Last post by Alan S. « Fri Mar 31, 2023 10:10 am
Replies: 28
by rich126 » Tue Mar 21, 2023 11:59 am

28 Replies

3131 Views

Last post by Alan S.
Fri Mar 31, 2023 10:10 am
TIAA (liquid) annuity question

Last post by tibbitts « Fri Mar 31, 2023 10:01 am
Replies: 32
by Owlette678 » Thu Mar 02, 2023 10:54 pm

32 Replies

2152 Views

Last post by tibbitts
Fri Mar 31, 2023 10:01 am
How much to allocate towards retirement at 25 years old

Last post by smitcat « Fri Mar 31, 2023 9:20 am
Replies: 54
by muitu » Tue Mar 28, 2023 2:40 pm
1

2
54 Replies

4153 Views

Last post by smitcat
Fri Mar 31, 2023 9:20 am
Good chance of a layoff in the next month, should I max out my mega backdoor Roth?

Last post by CletusCaddy « Fri Mar 31, 2023 9:18 am
Replies: 5
by Pinacoladapopsicle » Fri Mar 31, 2023 8:23 am

5 Replies

542 Views

Last post by CletusCaddy
Fri Mar 31, 2023 9:18 am
Best state to open an ABLE account in?

Last post by mrsbetsy « Fri Mar 31, 2023 9:16 am
Replies: 5
by bigh2023 » Thu Mar 30, 2023 7:02 pm

5 Replies

425 Views

Last post by mrsbetsy
Fri Mar 31, 2023 9:16 am
Do I sell the business to PE or not?

Last post by youngsters « Fri Mar 31, 2023 8:46 am
Replies: 53
by bws600 » Mon Mar 27, 2023 6:04 pm
1

2
53 Replies

4728 Views

Last post by youngsters
Fri Mar 31, 2023 8:46 am
I did it, Goodbye Edward Jones

Last post by student « Fri Mar 31, 2023 7:49 am
Replies: 56
by Shooting4Sixty » Fri Mar 17, 2023 2:15 pm
1

2
56 Replies

7419 Views

Last post by student
Fri Mar 31, 2023 7:49 am
Specific example: Roth IRA 5 year rule

Last post by Silk McCue « Fri Mar 31, 2023 7:05 am
Replies: 1
by MrLoco » Fri Mar 31, 2023 6:37 am

1 Replies

233 Views

Last post by Silk McCue
Fri Mar 31, 2023 7:05 am
Moving On From UBS; Advice Needed On Retirement Accounts

Last post by Stinky « Fri Mar 31, 2023 7:00 am
Replies: 17
by Rosie59 » Sat Mar 25, 2023 4:09 pm

17 Replies

1476 Views

Last post by Stinky
Fri Mar 31, 2023 7:00 am
Annuitization Conundrum – are we cheating ourselves?

Last post by Valuethinker « Fri Mar 31, 2023 4:57 am
Replies: 12
by bikechuck » Wed Mar 29, 2023 2:31 pm

12 Replies

1958 Views

Last post by Valuethinker
Fri Mar 31, 2023 4:57 am
26 week tbills or 52 week?

Last post by Klute « Fri Mar 31, 2023 1:05 am
Replies: 11
by Klute » Thu Mar 30, 2023 12:26 pm

11 Replies

1818 Views

Last post by Klute
Fri Mar 31, 2023 1:05 am
Convert 401k to IRA

Last post by Retirednurse « Thu Mar 30, 2023 11:58 pm
Replies: 37
by Retirednurse » Sat Mar 25, 2023 4:20 pm

37 Replies

3164 Views

Last post by Retirednurse
Thu Mar 30, 2023 11:58 pm

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