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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

618777 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

575923 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
taxable and tax deferred accounts

Last post by arcticpineapplecorp. « Fri Mar 24, 2023 1:36 pm
Replies: 7
by curo » Fri Mar 24, 2023 9:08 am

7 Replies

312 Views

Last post by arcticpineapplecorp.
Fri Mar 24, 2023 1:36 pm
Looking for ways to lock in high interest rates

Last post by AlwaysLearningMore « Fri Mar 24, 2023 1:35 pm
Replies: 44
by CletusCaddy » Thu Mar 23, 2023 12:50 am

44 Replies

4336 Views

Last post by AlwaysLearningMore
Fri Mar 24, 2023 1:35 pm
Portfolio Review

Last post by ruralavalon « Fri Mar 24, 2023 1:34 pm
Replies: 17
by GamerDad » Tue Mar 21, 2023 11:07 pm

17 Replies

1670 Views

Last post by ruralavalon
Fri Mar 24, 2023 1:34 pm
TIAA-CREF Variable Annuity income as part of retirement income strategy

Last post by alec « Fri Mar 24, 2023 1:31 pm
Replies: 1
by Sampan » Fri Mar 24, 2023 12:40 pm

1 Replies

71 Views

Last post by alec
Fri Mar 24, 2023 1:31 pm
UPDATE IN THE REPLIES: Want to do a Backdoor Roth, but have a balance in my TIRA

Last post by Pinacoladapopsicle « Fri Mar 24, 2023 1:29 pm
Replies: 10
by Pinacoladapopsicle » Tue Mar 21, 2023 11:07 am

10 Replies

540 Views

Last post by Pinacoladapopsicle
Fri Mar 24, 2023 1:29 pm
yet another Social Security timing Q

Last post by Horsefly « Fri Mar 24, 2023 1:28 pm
Replies: 21
by SpideyIndexer » Thu Mar 23, 2023 1:58 am

21 Replies

1464 Views

Last post by Horsefly
Fri Mar 24, 2023 1:28 pm
need cfp

Last post by arcticpineapplecorp. « Fri Mar 24, 2023 1:27 pm
Replies: 2
by bmurph » Fri Mar 24, 2023 12:47 pm

2 Replies

137 Views

Last post by arcticpineapplecorp.
Fri Mar 24, 2023 1:27 pm
Wellington VWENX for income in retirement

Last post by AlwaysLearningMore « Fri Mar 24, 2023 1:27 pm
Replies: 39
by msaffer » Wed Mar 22, 2023 4:44 pm

39 Replies

2995 Views

Last post by AlwaysLearningMore
Fri Mar 24, 2023 1:27 pm
Recharacterizing 2022's i401K contribution to be a Roth 401k contribution instead

Last post by lucha « Fri Mar 24, 2023 1:21 pm

by lucha » Fri Mar 24, 2023 1:21 pm

0 Replies

28 Views

Last post by lucha
Fri Mar 24, 2023 1:21 pm
My T-Bill Ladder May Be Ending

Last post by ArthurDigbySellers « Fri Mar 24, 2023 1:12 pm
Replies: 2
by dbc47 » Fri Mar 24, 2023 12:53 pm

2 Replies

229 Views

Last post by ArthurDigbySellers
Fri Mar 24, 2023 1:12 pm
Advice on major rearrangement of portfolio

Last post by gregk « Fri Mar 24, 2023 1:08 pm

by gregk » Fri Mar 24, 2023 1:08 pm

0 Replies

36 Views

Last post by gregk
Fri Mar 24, 2023 1:08 pm
Asset allocation in pre-retirement years to mitigate sequence of returns.

Last post by KRP « Fri Mar 24, 2023 1:07 pm
Replies: 10
by James.534 » Fri Mar 24, 2023 11:44 am

10 Replies

383 Views

Last post by KRP
Fri Mar 24, 2023 1:07 pm
Not all treasuries are marginable with Fidelity

Last post by chinchin « Fri Mar 24, 2023 1:05 pm
Replies: 1
by BayouBoy » Fri Mar 24, 2023 12:57 pm

1 Replies

99 Views

Last post by chinchin
Fri Mar 24, 2023 1:05 pm
Fidelity new issue CDs

Last post by Tom_T « Fri Mar 24, 2023 12:59 pm
Replies: 4
by Tom_T » Fri Mar 24, 2023 7:30 am

4 Replies

645 Views

Last post by Tom_T
Fri Mar 24, 2023 12:59 pm
Fidelity's Total Stock Market Index fund?

Last post by Tom_T « Fri Mar 24, 2023 12:28 pm
Replies: 7
by investor9999 » Fri Mar 24, 2023 11:44 am

7 Replies

483 Views

Last post by Tom_T
Fri Mar 24, 2023 12:28 pm
$500k inheritance suggestions

Last post by snowday2022 « Fri Mar 24, 2023 12:24 pm
Replies: 24
by RetiOpening » Thu Mar 23, 2023 4:51 pm

24 Replies

2058 Views

Last post by snowday2022
Fri Mar 24, 2023 12:24 pm
Roller Roth backdoor question

Last post by White Coat Investor « Fri Mar 24, 2023 12:21 pm
Replies: 2
by timboo » Fri Mar 24, 2023 12:10 pm

2 Replies

119 Views

Last post by White Coat Investor
Fri Mar 24, 2023 12:21 pm
Financial Wellness Check-In

Last post by steadyosmosis « Fri Mar 24, 2023 12:17 pm
Replies: 6
by malibuboats91 » Fri Mar 24, 2023 8:59 am

6 Replies

485 Views

Last post by steadyosmosis
Fri Mar 24, 2023 12:17 pm
How are different TSP contributions handled in a rollover?

Last post by Stoic9 « Fri Mar 24, 2023 12:16 pm

by Stoic9 » Fri Mar 24, 2023 12:16 pm

0 Replies

66 Views

Last post by Stoic9
Fri Mar 24, 2023 12:16 pm
How can I get the real cost basis restored at Vanguard?

Last post by RetiredAL « Fri Mar 24, 2023 12:11 pm
Replies: 2
by aner » Fri Mar 24, 2023 11:29 am

2 Replies

248 Views

Last post by RetiredAL
Fri Mar 24, 2023 12:11 pm
Is shorter duration bond fund still safer when yield curve is inverted

Last post by 9-5 Suited « Fri Mar 24, 2023 11:57 am
Replies: 1
by vchiu25 » Fri Mar 24, 2023 11:43 am

1 Replies

176 Views

Last post by 9-5 Suited
Fri Mar 24, 2023 11:57 am
Wash sale rules, an investor, and his IDGT.

Last post by rkhusky « Fri Mar 24, 2023 11:44 am
Replies: 2
by jackal » Fri Mar 24, 2023 8:13 am

2 Replies

187 Views

Last post by rkhusky
Fri Mar 24, 2023 11:44 am
Merrill Edge not working for me

Last post by DaveTH « Fri Mar 24, 2023 11:43 am
Replies: 42
by OldSport » Sun Mar 19, 2023 9:33 pm

42 Replies

3217 Views

Last post by DaveTH
Fri Mar 24, 2023 11:43 am
Semi-retirement tax reduction strategies?

Last post by Hacksawdave « Fri Mar 24, 2023 11:40 am
Replies: 10
by kjc5 » Thu Mar 23, 2023 1:34 pm

10 Replies

690 Views

Last post by Hacksawdave
Fri Mar 24, 2023 11:40 am
What to do with my IRA?

Last post by arcticpineapplecorp. « Fri Mar 24, 2023 11:33 am
Replies: 5
by LifeExplorer » Thu Mar 23, 2023 11:24 pm

5 Replies

453 Views

Last post by arcticpineapplecorp.
Fri Mar 24, 2023 11:33 am
Vanguard PAS: Should I keep it or do the work myself? Portfolio allocations included.

Last post by retired@50 « Fri Mar 24, 2023 10:39 am
Replies: 32
by 10b-8 » Sat Mar 18, 2023 9:09 pm

32 Replies

2448 Views

Last post by retired@50
Fri Mar 24, 2023 10:39 am
Real Estate Sell Off

Last post by Apathizer « Fri Mar 24, 2023 10:35 am
Replies: 10
by DrunkHulk » Thu Mar 23, 2023 3:49 pm

10 Replies

1416 Views

Last post by Apathizer
Fri Mar 24, 2023 10:35 am
Employer t401k was auto switched to a different fund? Please help?

Last post by tibbitts « Fri Mar 24, 2023 10:34 am
Replies: 23
by Vanguard User » Thu Mar 23, 2023 8:57 pm

23 Replies

1248 Views

Last post by tibbitts
Fri Mar 24, 2023 10:34 am
Effectiveness of swapping between muni & treasury money markets

Last post by retiringwhen « Fri Mar 24, 2023 10:30 am
Replies: 36
by hkcj » Mon Feb 27, 2023 10:28 am

36 Replies

2886 Views

Last post by retiringwhen
Fri Mar 24, 2023 10:30 am
Help me decide between CD, MM, TBills, TIPS

Last post by ebeb « Fri Mar 24, 2023 10:29 am
Replies: 18
by ebeb » Sat Mar 04, 2023 11:25 am

18 Replies

2149 Views

Last post by ebeb
Fri Mar 24, 2023 10:29 am
Long Term Bear Market?

Last post by Pops1860 « Fri Mar 24, 2023 10:27 am
Replies: 20
by OldSport » Fri Mar 24, 2023 8:44 am

20 Replies

1241 Views

Last post by Pops1860
Fri Mar 24, 2023 10:27 am
TLH on CA tax exempt muni

Last post by Hacksawdave « Fri Mar 24, 2023 10:17 am
Replies: 14
by 8301 » Thu Mar 23, 2023 10:37 am

14 Replies

709 Views

Last post by Hacksawdave
Fri Mar 24, 2023 10:17 am
Fidelity FXNAX bond fund long duration

Last post by DeliberateDonkey « Fri Mar 24, 2023 10:12 am
Replies: 2
by charlesschulte » Fri Mar 24, 2023 9:54 am

2 Replies

195 Views

Last post by DeliberateDonkey
Fri Mar 24, 2023 10:12 am
Fidelity advisors keep calling me

Last post by sc9182 « Fri Mar 24, 2023 9:43 am
Replies: 13
by MariamQ » Thu Mar 23, 2023 7:27 pm

13 Replies

1154 Views

Last post by sc9182
Fri Mar 24, 2023 9:43 am
529 Plan only or do you also have a separate Investment account for child?

Last post by pizzy « Fri Mar 24, 2023 9:38 am
Replies: 20
by saver1 » Wed Mar 22, 2023 10:28 am

20 Replies

1453 Views

Last post by pizzy
Fri Mar 24, 2023 9:38 am
Disappointed in Bonds...

Last post by abc132 « Fri Mar 24, 2023 9:37 am
Replies: 227
by Alex GR » Tue Mar 07, 2023 6:34 am
1

2

3

4

5
227 Replies

19695 Views

Last post by abc132
Fri Mar 24, 2023 9:37 am
SOFI Bank offers $2M FDIC insurance - What’s the Big Deal

Last post by alex_686 « Fri Mar 24, 2023 9:37 am
Replies: 29
by Agent 99 » Thu Mar 23, 2023 2:39 pm

29 Replies

2384 Views

Last post by alex_686
Fri Mar 24, 2023 9:37 am
Treasury Bill Ladder

Last post by lepa71 « Fri Mar 24, 2023 9:35 am
Replies: 10
by confusedinvestor » Mon Feb 27, 2023 3:17 pm

10 Replies

1654 Views

Last post by lepa71
Fri Mar 24, 2023 9:35 am
Diversify away from U.S. Government?

Last post by TomatoTomahto « Fri Mar 24, 2023 9:26 am
Replies: 9
by oncorhynchus » Fri Mar 24, 2023 2:39 am

9 Replies

1152 Views

Last post by TomatoTomahto
Fri Mar 24, 2023 9:26 am
VUSXX taxable for state and local now

Last post by increment « Fri Mar 24, 2023 9:07 am
Replies: 90
by mktwizard » Fri Mar 10, 2023 6:54 pm
1

2
90 Replies

8335 Views

Last post by increment
Fri Mar 24, 2023 9:07 am
Defined Benefit Plan Investing

Last post by Rex66 « Fri Mar 24, 2023 8:39 am
Replies: 14
by MariamQ » Wed Mar 22, 2023 2:37 pm

14 Replies

1093 Views

Last post by Rex66
Fri Mar 24, 2023 8:39 am
Trying to Transfer Money and very confused about VG Brokerage conversion.

Last post by PaunchyPirate « Fri Mar 24, 2023 8:32 am
Replies: 16
by catnamedspot » Thu Mar 23, 2023 6:05 pm

16 Replies

793 Views

Last post by PaunchyPirate
Fri Mar 24, 2023 8:32 am
S&P 500 concentration risk: Should we be worried?

Last post by nisiprius « Fri Mar 24, 2023 8:31 am
Replies: 30
by fingoals » Thu Mar 23, 2023 4:34 pm

30 Replies

2618 Views

Last post by nisiprius
Fri Mar 24, 2023 8:31 am
Roth IRA portfolio/ advice on my investing portfolio

Last post by tashnewbie « Fri Mar 24, 2023 7:35 am
Replies: 2
by TheBigFish23 » Thu Mar 23, 2023 7:49 pm

2 Replies

297 Views

Last post by tashnewbie
Fri Mar 24, 2023 7:35 am
Critrize my AA

Last post by tashnewbie « Fri Mar 24, 2023 7:24 am
Replies: 14
by WhiteMaxima » Thu Mar 23, 2023 5:10 pm

14 Replies

938 Views

Last post by tashnewbie
Fri Mar 24, 2023 7:24 am
IRA withdrawal / repayment questions

Last post by bf0123 « Fri Mar 24, 2023 7:15 am
Replies: 4
by bf0123 » Tue Mar 21, 2023 7:31 pm

4 Replies

351 Views

Last post by bf0123
Fri Mar 24, 2023 7:15 am
backdoor Roth and simple ira

Last post by retiredjg « Fri Mar 24, 2023 6:52 am
Replies: 2
by grasshopper7 » Fri Mar 24, 2023 2:27 am

2 Replies

155 Views

Last post by retiredjg
Fri Mar 24, 2023 6:52 am
Portfolio Cleanup - Updates and Next Steps

Last post by BuckeyeAaron « Fri Mar 24, 2023 6:10 am
Replies: 48
by BuckeyeAaron » Thu Feb 16, 2023 9:50 am

48 Replies

3900 Views

Last post by BuckeyeAaron
Fri Mar 24, 2023 6:10 am

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