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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

619119 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

576238 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
Covered calls to pay for car purchase?

Last post by Fat Tails « Tue Mar 28, 2023 12:42 am
Replies: 18
by Paradise » Mon Mar 27, 2023 8:18 pm

18 Replies

909 Views

Last post by Fat Tails
Tue Mar 28, 2023 12:42 am
VUSXX vs VMFXX questions

Last post by tibbitts « Tue Mar 28, 2023 12:24 am
Replies: 15
by hudson4351 » Mon Mar 27, 2023 10:57 am

15 Replies

1410 Views

Last post by tibbitts
Tue Mar 28, 2023 12:24 am
Do you have callable CDs?

Last post by catnamedspot « Tue Mar 28, 2023 12:21 am
Replies: 2
by catnamedspot » Mon Mar 27, 2023 11:25 pm

2 Replies

165 Views

Last post by catnamedspot
Tue Mar 28, 2023 12:21 am
tax withholding when removing 2022 excess Roth IRA contributions in 2023

Last post by tda « Tue Mar 28, 2023 12:15 am

by tda » Tue Mar 28, 2023 12:15 am

0 Replies

28 Views

Last post by tda
Tue Mar 28, 2023 12:15 am
Starting over at 39; lost 400K… seeking advice

Last post by brownogram « Tue Mar 28, 2023 12:07 am
Replies: 65
by Mikewilliams818 » Wed Oct 13, 2021 5:57 pm
1

2
65 Replies

14149 Views

Last post by brownogram
Tue Mar 28, 2023 12:07 am
Seeking retirement planning and guidance

Last post by delamer « Mon Mar 27, 2023 11:57 pm
Replies: 4
by lrsave » Mon Mar 27, 2023 10:00 pm

4 Replies

326 Views

Last post by delamer
Mon Mar 27, 2023 11:57 pm
Need help | Stupidly incurred large tax bill due to Roth conversion

Last post by FiveK « Mon Mar 27, 2023 11:54 pm
Replies: 15
by kurious » Mon Mar 27, 2023 5:51 pm

15 Replies

1206 Views

Last post by FiveK
Mon Mar 27, 2023 11:54 pm
Do I sell the business to PE or not?

Last post by Hoggrad « Mon Mar 27, 2023 11:23 pm
Replies: 22
by bws600 » Mon Mar 27, 2023 6:04 pm

22 Replies

1642 Views

Last post by Hoggrad
Mon Mar 27, 2023 11:23 pm
Best funds for my 403b

Last post by JRR9000 « Mon Mar 27, 2023 11:13 pm
Replies: 4
by JRR9000 » Mon Mar 27, 2023 8:44 pm

4 Replies

253 Views

Last post by JRR9000
Mon Mar 27, 2023 11:13 pm
Are VBILX dividends tax-exempt in CA?

Last post by TheHiker « Mon Mar 27, 2023 11:01 pm
Replies: 8
by TheHiker » Mon Mar 27, 2023 10:27 pm

8 Replies

311 Views

Last post by TheHiker
Mon Mar 27, 2023 11:01 pm
Backdoor conversion question

Last post by toddthebod « Mon Mar 27, 2023 10:58 pm
Replies: 2
by camper » Mon Mar 27, 2023 8:47 pm

2 Replies

204 Views

Last post by toddthebod
Mon Mar 27, 2023 10:58 pm
Roth Conversion in Retirement

Last post by Kal1981 « Mon Mar 27, 2023 10:30 pm
Replies: 20
by brak » Fri Oct 22, 2021 9:40 am

20 Replies

4190 Views

Last post by Kal1981
Mon Mar 27, 2023 10:30 pm
Simplification suggestions

Last post by StrangePenguin « Mon Mar 27, 2023 10:28 pm
Replies: 15
by cutedesi » Fri Mar 24, 2023 3:54 pm

15 Replies

1341 Views

Last post by StrangePenguin
Mon Mar 27, 2023 10:28 pm
IRMMA appeal

Last post by single2019 « Mon Mar 27, 2023 10:23 pm
Replies: 14
by jdc10909 » Sat Mar 25, 2023 9:30 pm

14 Replies

1429 Views

Last post by single2019
Mon Mar 27, 2023 10:23 pm
Likely Stupid Question regarding TIPS bond purchase

Last post by Hebell « Mon Mar 27, 2023 10:16 pm
Replies: 6
by coachd50 » Thu Mar 23, 2023 8:51 pm

6 Replies

1029 Views

Last post by Hebell
Mon Mar 27, 2023 10:16 pm
Convert 401k to IRA

Last post by Retirednurse « Mon Mar 27, 2023 10:07 pm
Replies: 24
by Retirednurse » Sat Mar 25, 2023 4:20 pm

24 Replies

1738 Views

Last post by Retirednurse
Mon Mar 27, 2023 10:07 pm
40 Yr Old Asking Advice for Portfolio (retirement and non-retirement)

Last post by NewDawnGlory « Mon Mar 27, 2023 9:45 pm
Replies: 18
by NewDawnGlory » Sat Mar 18, 2023 3:02 pm

18 Replies

2635 Views

Last post by NewDawnGlory
Mon Mar 27, 2023 9:45 pm
Missed 2022 RMD

Last post by the_wiki « Mon Mar 27, 2023 9:36 pm
Replies: 2
by fmhealth » Mon Mar 27, 2023 8:54 pm

2 Replies

345 Views

Last post by the_wiki
Mon Mar 27, 2023 9:36 pm
Dividends on Company stock in 401K

Last post by seanbaby « Mon Mar 27, 2023 9:35 pm
Replies: 16
by seanbaby » Sat Mar 25, 2023 5:52 pm

16 Replies

1096 Views

Last post by seanbaby
Mon Mar 27, 2023 9:35 pm
Portfolio Review

Last post by GamerDad « Mon Mar 27, 2023 9:29 pm
Replies: 23
by GamerDad » Tue Mar 21, 2023 11:07 pm

23 Replies

2594 Views

Last post by GamerDad
Mon Mar 27, 2023 9:29 pm
401k and IRA

Last post by the_wiki « Mon Mar 27, 2023 9:20 pm
Replies: 6
by illinoisguy » Mon Mar 27, 2023 10:50 am

6 Replies

406 Views

Last post by the_wiki
Mon Mar 27, 2023 9:20 pm
solo 401k contribution limit

Last post by xtallographer « Mon Mar 27, 2023 8:08 pm
Replies: 8
by xtallographer » Sun Mar 26, 2023 10:37 pm

8 Replies

649 Views

Last post by xtallographer
Mon Mar 27, 2023 8:08 pm
How does my employer figure the 401k match?

Last post by lakpr « Mon Mar 27, 2023 8:05 pm
Replies: 46
by passive101 » Sun Mar 26, 2023 12:09 am

46 Replies

2885 Views

Last post by lakpr
Mon Mar 27, 2023 8:05 pm
Fidelity- how to add additional pension assets to rollover IRA

Last post by musicmom « Mon Mar 27, 2023 7:57 pm

by musicmom » Mon Mar 27, 2023 7:57 pm

0 Replies

91 Views

Last post by musicmom
Mon Mar 27, 2023 7:57 pm
RMDs on Inherited Accounts

Last post by Navillus1968 « Mon Mar 27, 2023 7:51 pm
Replies: 22
by rich126 » Tue Mar 21, 2023 11:59 am

22 Replies

2184 Views

Last post by Navillus1968
Mon Mar 27, 2023 7:51 pm
Roth Conversion Question

Last post by David Jay « Mon Mar 27, 2023 7:41 pm
Replies: 13
by VVenti7401 » Sat Mar 25, 2023 10:03 pm

13 Replies

1341 Views

Last post by David Jay
Mon Mar 27, 2023 7:41 pm
When to use Money Market Accounts?

Last post by bhjjk19 « Mon Mar 27, 2023 7:38 pm
Replies: 18
by erebusxc47 » Fri Mar 17, 2023 1:44 am

18 Replies

3467 Views

Last post by bhjjk19
Mon Mar 27, 2023 7:38 pm
backdoor roth, forgot about rollover IRA

Last post by toddthebod « Mon Mar 27, 2023 7:37 pm
Replies: 7
by ofrivia » Mon Mar 27, 2023 4:41 pm

7 Replies

450 Views

Last post by toddthebod
Mon Mar 27, 2023 7:37 pm
Cost basis question

Last post by placeholder « Mon Mar 27, 2023 7:23 pm
Replies: 13
by Basel Hodge » Sun Mar 26, 2023 12:02 pm

13 Replies

978 Views

Last post by placeholder
Mon Mar 27, 2023 7:23 pm
403b plan - How to keep records vs Trad IRAs

Last post by placeholder « Mon Mar 27, 2023 7:06 pm
Replies: 2
by ps56k » Mon Mar 27, 2023 6:31 pm

2 Replies

168 Views

Last post by placeholder
Mon Mar 27, 2023 7:06 pm
How to Move Inherited 401k that Includes Post 1986

Last post by Alan S. « Mon Mar 27, 2023 7:00 pm
Replies: 4
by bowtieman81 » Sun Mar 26, 2023 4:24 pm

4 Replies

553 Views

Last post by Alan S.
Mon Mar 27, 2023 7:00 pm
SWTSX dividend distribution

Last post by livesoft « Mon Mar 27, 2023 6:57 pm
Replies: 9
by comfy » Mon Mar 27, 2023 5:42 pm

9 Replies

434 Views

Last post by livesoft
Mon Mar 27, 2023 6:57 pm
Purchasing MYGAs (multi year guaranteed annuities) - mega thread

Last post by Stinky « Mon Mar 27, 2023 6:50 pm
Replies: 1464
by Stinky » Thu Dec 31, 2020 6:46 am
1

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26

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29

30
1464 Replies

158919 Views

Last post by Stinky
Mon Mar 27, 2023 6:50 pm
Requirement to move 401K

Last post by placeholder « Mon Mar 27, 2023 6:43 pm
Replies: 26
by cognovimus » Sun Mar 26, 2023 5:16 pm

26 Replies

1454 Views

Last post by placeholder
Mon Mar 27, 2023 6:43 pm
TIAA Traditional Annuity Fund - can only withdraw RMD

Last post by baltogirl « Mon Mar 27, 2023 6:40 pm
Replies: 65
by baltogirl » Thu Jun 23, 2022 5:48 pm
1

2
65 Replies

5201 Views

Last post by baltogirl
Mon Mar 27, 2023 6:40 pm
"Empower" Free Management Application

Last post by lepa71 « Mon Mar 27, 2023 6:25 pm
Replies: 19
by curo » Mon Mar 27, 2023 6:55 am

19 Replies

1356 Views

Last post by lepa71
Mon Mar 27, 2023 6:25 pm
Risk Exposure at Charles Schwab

Last post by typical.investor « Mon Mar 27, 2023 5:57 pm
Replies: 3
by Lifeisgood445 » Mon Mar 27, 2023 4:17 pm

3 Replies

720 Views

Last post by typical.investor
Mon Mar 27, 2023 5:57 pm
Loan from 401K to purchase house?

Last post by placeholder « Mon Mar 27, 2023 5:48 pm
Replies: 22
by uberme » Sat Mar 25, 2023 10:13 am

22 Replies

2137 Views

Last post by placeholder
Mon Mar 27, 2023 5:48 pm
Why did Vanguard charge me a $0.67 commission/fee for selling VFVA?

Last post by retired@50 « Mon Mar 27, 2023 5:18 pm
Replies: 4
by chipmonk » Mon Mar 27, 2023 4:40 pm

4 Replies

530 Views

Last post by retired@50
Mon Mar 27, 2023 5:18 pm
Help me help my mom who is in very bad financial shape.

Last post by Northern Flicker « Mon Mar 27, 2023 5:16 pm
Replies: 85
by Andy12345 » Sun Mar 26, 2023 11:46 am
1

2
85 Replies

7210 Views

Last post by Northern Flicker
Mon Mar 27, 2023 5:16 pm
Help us to retire in 10 years

Last post by bampf « Mon Mar 27, 2023 5:14 pm
Replies: 27
by Starfalls » Sun Mar 26, 2023 5:51 pm

27 Replies

3456 Views

Last post by bampf
Mon Mar 27, 2023 5:14 pm
Real Estate Sell Off

Last post by runningshoes « Mon Mar 27, 2023 5:08 pm
Replies: 20
by DrunkHulk » Thu Mar 23, 2023 3:49 pm

20 Replies

3912 Views

Last post by runningshoes
Mon Mar 27, 2023 5:08 pm
Reducing risk

Last post by Outer Marker « Mon Mar 27, 2023 4:36 pm
Replies: 20
by Opera Lover » Sun Mar 26, 2023 4:00 pm

20 Replies

1275 Views

Last post by Outer Marker
Mon Mar 27, 2023 4:36 pm
457 acct - stable value options/core bond index

Last post by gnostic19 « Mon Mar 27, 2023 4:27 pm

by gnostic19 » Mon Mar 27, 2023 4:27 pm

0 Replies

97 Views

Last post by gnostic19
Mon Mar 27, 2023 4:27 pm
Portfolio Review - too much AAPL & not enough bonds

Last post by James.534 « Mon Mar 27, 2023 4:17 pm
Replies: 12
by justawingingit » Sun Mar 26, 2023 5:02 pm

12 Replies

1274 Views

Last post by James.534
Mon Mar 27, 2023 4:17 pm
Fund allocation

Last post by retired@50 « Mon Mar 27, 2023 4:17 pm
Replies: 6
by kocharking » Sat Mar 25, 2023 10:54 pm

6 Replies

676 Views

Last post by retired@50
Mon Mar 27, 2023 4:17 pm
total market and CD's

Last post by HotRod140 « Mon Mar 27, 2023 3:39 pm
Replies: 17
by HotRod140 » Mon Mar 27, 2023 6:55 am

17 Replies

1380 Views

Last post by HotRod140
Mon Mar 27, 2023 3:39 pm
Can't buy vanguard MMF at Schwab/Fidelity

Last post by retired@50 « Mon Mar 27, 2023 3:28 pm
Replies: 17
by grandnexus » Mon Mar 27, 2023 12:54 pm

17 Replies

1103 Views

Last post by retired@50
Mon Mar 27, 2023 3:28 pm

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