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Have a question about your personal investments? No matter how simple or complex, you can ask it here.
Topics: 142650

142650 Topics

1819934 Posts

Last post Re: Direct Indexing [at Schwa…
by EddyB View the latest post
Sun Mar 26, 2023 1:32 am
Investing - Theory, News & General
Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
Topics: 75192

75192 Topics

1826669 Posts

Last post Re: WSJ article on retiring w…
by Mel Lindauer View the latest post
Sun Mar 26, 2023 1:14 am
Personal Finance (Not Investing)
Non-investing personal finance issues including insurance, credit, real estate, taxes, employment and legal issues such as trusts and wills.
Topics: 95241

95241 Topics

1779503 Posts

Last post Re: Multi state income and ta…
by FiveK View the latest post
Sun Mar 26, 2023 1:13 am

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Last post

A time to EVALUATE your jitters

Last post by hudson « Wed Mar 08, 2023 12:09 pm
Replies: 618
by nisiprius » Sun Aug 07, 2011 7:00 am
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552148 Views

Last post by hudson
Wed Mar 08, 2023 12:09 pm
The Three-Fund Portfolio

Last post by Taylor Larimore « Tue Feb 28, 2023 3:06 pm
Replies: 3676
by Taylor Larimore » Sun Jan 01, 2012 5:02 pm
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2249950 Views

Last post by Taylor Larimore
Tue Feb 28, 2023 3:06 pm
[Why did my fund suddenly drop in value?]

Last post by vrr106 « Tue Feb 07, 2023 12:04 pm
Replies: 316
by stratton » Fri Dec 30, 2011 4:36 pm
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344458 Views

Last post by vrr106
Tue Feb 07, 2023 12:04 pm
Collective thoughts [investing mini-reference]

Last post by drk « Fri Jun 10, 2022 1:48 pm
Replies: 71
by Robert T » Sat Oct 20, 2007 1:30 pm
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309321 Views

Last post by drk
Fri Jun 10, 2022 1:48 pm
Be Wary of Whole Life threads

Last post by flgatorray « Fri Apr 13, 2012 6:37 pm
Replies: 101
by Alex Frakt » Wed Jun 30, 2010 12:38 pm
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305177 Views

Last post by flgatorray
Fri Apr 13, 2012 6:37 pm
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

618907 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

576064 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
Direct Indexing [at Schwab for 40 basis points. Worth considering?]

Last post by EddyB « Sun Mar 26, 2023 1:32 am
Replies: 17
by curo » Sat Mar 25, 2023 8:15 am

17 Replies

1010 Views

Last post by EddyB
Sun Mar 26, 2023 1:32 am
WSJ article on retiring with less than $1 million

Last post by Mel Lindauer « Sun Mar 26, 2023 1:14 am
Replies: 122
by egri » Fri Mar 24, 2023 4:57 am
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13291 Views

Last post by Mel Lindauer
Sun Mar 26, 2023 1:14 am
Multi state income and taxes? What to do?

Last post by FiveK « Sun Mar 26, 2023 1:13 am
Replies: 4
by JohnSmith123 » Sat Mar 25, 2023 2:25 pm

4 Replies

267 Views

Last post by FiveK
Sun Mar 26, 2023 1:13 am
Worth joining credit union just for car loan?

Last post by 8301 « Sun Mar 26, 2023 1:10 am
Replies: 15
by 28fe6 » Sat Mar 25, 2023 11:49 am

15 Replies

833 Views

Last post by 8301
Sun Mar 26, 2023 1:10 am
Bernstein on TIPS and T-bills

Last post by Fremdon Ferndock « Sun Mar 26, 2023 1:02 am
Replies: 97
by quercus » Thu Mar 23, 2023 10:49 am
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8672 Views

Last post by Fremdon Ferndock
Sun Mar 26, 2023 1:02 am
2023 Tax Safe Harbor Question

Last post by FiveK « Sun Mar 26, 2023 12:53 am
Replies: 2
by OldSport » Sat Mar 25, 2023 9:24 pm

2 Replies

232 Views

Last post by FiveK
Sun Mar 26, 2023 12:53 am
All money market funds by 7-day yield

Last post by adamhg « Sun Mar 26, 2023 12:50 am
Replies: 51
by adamhg » Mon Mar 20, 2023 12:29 am
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51 Replies

8264 Views

Last post by adamhg
Sun Mar 26, 2023 12:50 am
Roth Conversion Question

Last post by FiveK « Sun Mar 26, 2023 12:49 am
Replies: 6
by VVenti7401 » Sat Mar 25, 2023 10:03 pm

6 Replies

322 Views

Last post by FiveK
Sun Mar 26, 2023 12:49 am
Employer t401k was auto switched to a different fund? Please help?

Last post by Vanguard User « Sun Mar 26, 2023 12:49 am
Replies: 78
by Vanguard User » Thu Mar 23, 2023 8:57 pm
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3807 Views

Last post by Vanguard User
Sun Mar 26, 2023 12:49 am
Error at E-Trade gains and losses screen

Last post by typical.investor « Sun Mar 26, 2023 12:48 am
Replies: 1
by urban » Sun Mar 26, 2023 12:42 am

1 Replies

93 Views

Last post by typical.investor
Sun Mar 26, 2023 12:48 am
What does Schwab do better than Fidelity?

Last post by manlymatt83 « Sun Mar 26, 2023 12:44 am
Replies: 37
by FromAto401k » Sat Mar 25, 2023 10:05 am

37 Replies

2494 Views

Last post by manlymatt83
Sun Mar 26, 2023 12:44 am
New Rules for MegaBack Door?

Last post by DVMResident « Sun Mar 26, 2023 12:37 am
Replies: 17
by bslice » Sat Mar 25, 2023 3:08 pm

17 Replies

1511 Views

Last post by DVMResident
Sun Mar 26, 2023 12:37 am
Bigger house - should we buy?

Last post by wilked « Sun Mar 26, 2023 12:37 am
Replies: 24
by sapien » Wed Mar 22, 2023 1:29 pm

24 Replies

2795 Views

Last post by wilked
Sun Mar 26, 2023 12:37 am
Avantis ETF Filing Today

Last post by Nathan Drake « Sun Mar 26, 2023 12:32 am
Replies: 39
by Gaston » Tue Mar 21, 2023 7:13 pm

39 Replies

3786 Views

Last post by Nathan Drake
Sun Mar 26, 2023 12:32 am
Gift tax return 709 question

Last post by johnkgan « Sun Mar 26, 2023 12:29 am

by johnkgan » Sun Mar 26, 2023 12:29 am

0 Replies

83 Views

Last post by johnkgan
Sun Mar 26, 2023 12:29 am
Risk of being out of the market

Last post by tibbitts « Sun Mar 26, 2023 12:26 am
Replies: 53
by Stef » Wed Mar 22, 2023 1:52 am
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53 Replies

5276 Views

Last post by tibbitts
Sun Mar 26, 2023 12:26 am
How to Claim Dependent Care FSA - Not Clear

Last post by SnowBog « Sun Mar 26, 2023 12:24 am
Replies: 1
by OldSport » Sat Mar 25, 2023 3:13 pm

1 Replies

141 Views

Last post by SnowBog
Sun Mar 26, 2023 12:24 am
How does my employer figure the 401k match?

Last post by passive101 « Sun Mar 26, 2023 12:24 am
Replies: 2
by passive101 » Sun Mar 26, 2023 12:09 am

2 Replies

154 Views

Last post by passive101
Sun Mar 26, 2023 12:24 am
Fidelity Account Security

Last post by VictorStarr « Sun Mar 26, 2023 12:20 am
Replies: 28
by JRR9000 » Tue Mar 21, 2023 6:26 pm

28 Replies

2607 Views

Last post by VictorStarr
Sun Mar 26, 2023 12:20 am
I don't have to worry about living past 80, even if I retire at 46 with just 23X

Last post by quantAndHold « Sun Mar 26, 2023 12:19 am
Replies: 93
by Patzer » Fri Mar 24, 2023 1:04 pm
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93 Replies

7417 Views

Last post by quantAndHold
Sun Mar 26, 2023 12:19 am
Is it time to unwind margin balance?

Last post by Raraculus « Sun Mar 26, 2023 12:09 am
Replies: 7
by tcrez » Mon Mar 20, 2023 10:40 am

7 Replies

668 Views

Last post by Raraculus
Sun Mar 26, 2023 12:09 am
Mom Moving from UBS to Fidelity / New Portfolio Allocation

Last post by WhatWillFutureHold « Sun Mar 26, 2023 12:02 am
Replies: 12
by WhatWillFutureHold » Sat Mar 25, 2023 6:11 pm

12 Replies

754 Views

Last post by WhatWillFutureHold
Sun Mar 26, 2023 12:02 am
submit ?s for Bill Sharpe

Last post by tomsense76 « Sun Mar 26, 2023 12:02 am
Replies: 51
by Jon Luskin » Fri Mar 03, 2023 5:54 pm
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51 Replies

4302 Views

Last post by tomsense76
Sun Mar 26, 2023 12:02 am
IRS claims I owed 6% in FUTA tax not the 0.6% I've always been paying

Last post by Golfer-- « Sun Mar 26, 2023 12:02 am
Replies: 9
by financeperchance » Sat Mar 25, 2023 5:59 pm

9 Replies

959 Views

Last post by Golfer--
Sun Mar 26, 2023 12:02 am
RMD as a Charitable Distribution

Last post by secondcor521 « Sat Mar 25, 2023 11:57 pm
Replies: 42
by redtuna » Mon Aug 01, 2022 2:51 pm

42 Replies

3146 Views

Last post by secondcor521
Sat Mar 25, 2023 11:57 pm
529 questions

Last post by Brianmcg321 « Sat Mar 25, 2023 11:47 pm
Replies: 3
by Rickito » Sat Mar 25, 2023 8:53 pm

3 Replies

258 Views

Last post by Brianmcg321
Sat Mar 25, 2023 11:47 pm
At what point would you stop investing in stocks altogether?

Last post by Metsfan91 « Sat Mar 25, 2023 11:44 pm
Replies: 91
by TinyHouse » Thu Mar 23, 2023 10:44 am
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7338 Views

Last post by Metsfan91
Sat Mar 25, 2023 11:44 pm
IRMMA appeal

Last post by chemocean « Sat Mar 25, 2023 11:37 pm
Replies: 6
by jdc10909 » Sat Mar 25, 2023 9:30 pm

6 Replies

376 Views

Last post by chemocean
Sat Mar 25, 2023 11:37 pm
Which is safer? $250k cash at small online bank or $250k in MM fund at Fidelity?

Last post by Metsfan91 « Sat Mar 25, 2023 11:37 pm
Replies: 11
by teelainen » Sat Mar 25, 2023 9:10 pm

11 Replies

1146 Views

Last post by Metsfan91
Sat Mar 25, 2023 11:37 pm
Should I move to a state with no income tax to save on taxes?

Last post by muffins14 « Sat Mar 25, 2023 11:36 pm
Replies: 162
by Kandinsky » Wed Mar 15, 2023 7:47 pm
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11791 Views

Last post by muffins14
Sat Mar 25, 2023 11:36 pm
A Little Lost... Looking For What To Do Next + Portfolio Feedback

Last post by BogleFan510 « Sat Mar 25, 2023 11:32 pm
Replies: 2
by B52Runner » Sat Mar 25, 2023 10:30 pm

2 Replies

201 Views

Last post by BogleFan510
Sat Mar 25, 2023 11:32 pm
Convert 401k to IRA

Last post by Navillus1968 « Sat Mar 25, 2023 11:29 pm
Replies: 9
by Retirednurse » Sat Mar 25, 2023 4:20 pm

9 Replies

561 Views

Last post by Navillus1968
Sat Mar 25, 2023 11:29 pm
Fund allocation

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Replies: 1
by kocharking » Sat Mar 25, 2023 10:54 pm

1 Replies

92 Views

Last post by Johm221122
Sat Mar 25, 2023 11:28 pm
IRS Owes Me $7 Refund From 2020

Last post by Metsfan91 « Sat Mar 25, 2023 11:25 pm
Replies: 40
by Leesbro63 » Sat Mar 25, 2023 8:44 am

40 Replies

2406 Views

Last post by Metsfan91
Sat Mar 25, 2023 11:25 pm
Inheriting a 529 plan

Last post by marcopolo « Sat Mar 25, 2023 11:22 pm
Replies: 6
by MattB » Sat Mar 25, 2023 1:56 pm

6 Replies

450 Views

Last post by marcopolo
Sat Mar 25, 2023 11:22 pm
Investing a lump sum - is it as easy as a brokerage account

Last post by merialagos « Sat Mar 25, 2023 11:21 pm
Replies: 4
by merialagos » Fri Mar 24, 2023 5:07 pm

4 Replies

524 Views

Last post by merialagos
Sat Mar 25, 2023 11:21 pm
First time doing taxes - realized I accidentally over-contributed 401k

Last post by blaire951 « Sat Mar 25, 2023 11:19 pm
Replies: 17
by blaire951 » Sat Mar 25, 2023 5:40 am

17 Replies

1176 Views

Last post by blaire951
Sat Mar 25, 2023 11:19 pm
Modified versions of HFEA with ITT and Futures / Lifecycle Investing with Modern Portfolio Theory

Last post by skierincolorado « Sat Mar 25, 2023 11:09 pm
Replies: 2394
by skierincolorado » Fri Sep 03, 2021 10:27 pm
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2394 Replies

245224 Views

Last post by skierincolorado
Sat Mar 25, 2023 11:09 pm
Bank of America/Merrill Edge - Preferred Rewards

Last post by Eno Deb « Sat Mar 25, 2023 11:08 pm
Replies: 4965
by navyitaly » Sun Nov 02, 2014 2:59 am
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557773 Views

Last post by Eno Deb
Sat Mar 25, 2023 11:08 pm
I Bonds Mega Thread (I Bond Heads Rejoice!)

Last post by Mel Lindauer « Sat Mar 25, 2023 11:04 pm
Replies: 4804
by tomsense76 » Tue Apr 13, 2021 10:39 pm
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562314 Views

Last post by Mel Lindauer
Sat Mar 25, 2023 11:04 pm
Withdrawl rate % change midway through retirement?

Last post by Marseille07 « Sat Mar 25, 2023 11:01 pm
Replies: 10
by pgreenx » Sat Mar 25, 2023 4:12 pm

10 Replies

962 Views

Last post by Marseille07
Sat Mar 25, 2023 11:01 pm
Social Security & divorced spouse question

Last post by mhalley « Sat Mar 25, 2023 10:58 pm
Replies: 8
by tph090 » Sat Mar 25, 2023 11:40 am

8 Replies

730 Views

Last post by mhalley
Sat Mar 25, 2023 10:58 pm
Dividends on Company stock in 401K

Last post by seanbaby « Sat Mar 25, 2023 10:57 pm
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by seanbaby » Sat Mar 25, 2023 5:52 pm

10 Replies

482 Views

Last post by seanbaby
Sat Mar 25, 2023 10:57 pm

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