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Have a question about your personal investments? No matter how simple or complex, you can ask it here.
Topics: 142661

142661 Topics

1820172 Posts

Last post Re: Moving On From UBS; Advic…
by Rosie59 View the latest post
Sun Mar 26, 2023 4:13 pm
Investing - Theory, News & General
Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
Topics: 75196

75196 Topics

1826903 Posts

Last post Re: Which brokerage firms hav…
by hotpancakes View the latest post
Sun Mar 26, 2023 4:07 pm
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: 95257

95257 Topics

1779848 Posts

Last post Re: Filling 24% Bracket with …
by LookinAround View the latest post
Sun Mar 26, 2023 4:15 pm

Active topics

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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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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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2250065 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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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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309341 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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305203 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

618966 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

576118 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
Filling 24% Bracket with Roth Conversions for 2023

Last post by LookinAround « Sun Mar 26, 2023 4:15 pm
Replies: 9
by TOM1964 » Sun Mar 26, 2023 1:31 pm

9 Replies

504 Views

Last post by LookinAround
Sun Mar 26, 2023 4:15 pm
Moving On From UBS; Advice Needed On Retirement Accounts

Last post by Rosie59 « Sun Mar 26, 2023 4:13 pm
Replies: 12
by Rosie59 » Sat Mar 25, 2023 4:09 pm

12 Replies

752 Views

Last post by Rosie59
Sun Mar 26, 2023 4:13 pm
Why did the IRS return my NIIT? (Form 8960 Question)

Last post by mega317 « Sun Mar 26, 2023 4:07 pm
Replies: 4
by mega317 » Fri Mar 24, 2023 1:53 pm

4 Replies

669 Views

Last post by mega317
Sun Mar 26, 2023 4:07 pm
Which brokerage firms have the highest yielding cash sweep options?

Last post by hotpancakes « Sun Mar 26, 2023 4:07 pm
Replies: 21
by hotpancakes » Sat Mar 25, 2023 12:16 pm

21 Replies

1908 Views

Last post by hotpancakes
Sun Mar 26, 2023 4:07 pm
Loan from 401K to purchase house?

Last post by placeholder « Sun Mar 26, 2023 4:07 pm
Replies: 8
by uberme » Sat Mar 25, 2023 10:13 am

8 Replies

879 Views

Last post by placeholder
Sun Mar 26, 2023 4:07 pm
Reducing risk

Last post by retiredjg « Sun Mar 26, 2023 4:06 pm
Replies: 1
by Opera Lover » Sun Mar 26, 2023 4:00 pm

1 Replies

90 Views

Last post by retiredjg
Sun Mar 26, 2023 4:06 pm
Tax depreciation for on-and-off market rental

Last post by degemermat « Sun Mar 26, 2023 4:05 pm
Replies: 2
by degemermat » Thu Mar 23, 2023 11:18 pm

2 Replies

286 Views

Last post by degemermat
Sun Mar 26, 2023 4:05 pm
New Rules for MegaBack Door?

Last post by lakpr « Sun Mar 26, 2023 4:04 pm
Replies: 20
by bslice » Sat Mar 25, 2023 3:08 pm

20 Replies

2005 Views

Last post by lakpr
Sun Mar 26, 2023 4:04 pm
Purchasing MYGAs (multi year guaranteed annuities) - mega thread

Last post by CletusCaddy « Sun Mar 26, 2023 4:04 pm
Replies: 1451
by Stinky » Thu Dec 31, 2020 6:46 am
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Last post by CletusCaddy
Sun Mar 26, 2023 4:04 pm
Factor Investing: The Next-Gen Boglehead frontier

Last post by nisiprius « Sun Mar 26, 2023 4:03 pm
Replies: 241
by drumboy256 » Sun Jun 12, 2022 9:41 am
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17747 Views

Last post by nisiprius
Sun Mar 26, 2023 4:03 pm
The One-Fund Portfolio as a default suggestion

Last post by longinvest « Sun Mar 26, 2023 4:02 pm
Replies: 620
by longinvest » Mon Aug 12, 2019 8:10 am
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156824 Views

Last post by longinvest
Sun Mar 26, 2023 4:02 pm
Help me help my mom who is in very bad financial shape.

Last post by OldSport « Sun Mar 26, 2023 4:02 pm
Replies: 45
by Andy12345 » Sun Mar 26, 2023 11:46 am

45 Replies

2518 Views

Last post by OldSport
Sun Mar 26, 2023 4:02 pm
The Final, Definitive Thread on Brokerage Transfer Bonuses

Last post by placeholder « Sun Mar 26, 2023 3:59 pm
Replies: 5050
by Earl Lemongrab » Fri Aug 05, 2016 8:07 pm
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755533 Views

Last post by placeholder
Sun Mar 26, 2023 3:59 pm
Confused about inherited IRA rules

Last post by Tdubs « Sun Mar 26, 2023 3:59 pm
Replies: 19
by krafty81 » Sat Mar 25, 2023 6:43 pm

19 Replies

1212 Views

Last post by Tdubs
Sun Mar 26, 2023 3:59 pm
Mom Moving from UBS to Fidelity / New Portfolio Allocation

Last post by dogagility « Sun Mar 26, 2023 3:58 pm
Replies: 21
by WhatWillFutureHold » Sat Mar 25, 2023 6:11 pm

21 Replies

1366 Views

Last post by dogagility
Sun Mar 26, 2023 3:58 pm
1099-R question

Last post by Alan S. « Sun Mar 26, 2023 3:58 pm
Replies: 1
by doon » Sun Mar 26, 2023 1:56 pm

1 Replies

143 Views

Last post by Alan S.
Sun Mar 26, 2023 3:58 pm
Boglehead Opinions on the Vanguard Core Bond Fund

Last post by tcb1005 « Sun Mar 26, 2023 3:57 pm
Replies: 4
by tcb1005 » Sat Mar 25, 2023 6:47 pm

4 Replies

622 Views

Last post by tcb1005
Sun Mar 26, 2023 3:57 pm
Modified versions of HFEA with ITT and Futures / Lifecycle Investing with Modern Portfolio Theory

Last post by skierincolorado « Sun Mar 26, 2023 3:54 pm
Replies: 2398
by skierincolorado » Fri Sep 03, 2021 10:27 pm
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245549 Views

Last post by skierincolorado
Sun Mar 26, 2023 3:54 pm
3-fund portfolio without the Intl fund?

Last post by abuss368 « Sun Mar 26, 2023 3:52 pm
Replies: 18
by new2bogle2 » Sat Mar 25, 2023 5:16 pm

18 Replies

1655 Views

Last post by abuss368
Sun Mar 26, 2023 3:52 pm
Washington state long term capital gains tax

Last post by suemarkp « Sun Mar 26, 2023 3:52 pm
Replies: 16
by 010101 » Sun Mar 26, 2023 12:16 pm

16 Replies

726 Views

Last post by suemarkp
Sun Mar 26, 2023 3:52 pm
Is a Total International Equity Index Fund Riskier than a Developed Markets Equity Index Fund?

Last post by Northern Flicker « Sun Mar 26, 2023 3:48 pm
Replies: 33
by Northern Flicker » Tue Mar 21, 2023 8:41 pm

33 Replies

2657 Views

Last post by Northern Flicker
Sun Mar 26, 2023 3:48 pm
What does Schwab do better than Fidelity?

Last post by LookinAround « Sun Mar 26, 2023 3:46 pm
Replies: 63
by FromAto401k » Sat Mar 25, 2023 10:05 am
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4440 Views

Last post by LookinAround
Sun Mar 26, 2023 3:46 pm
RMD: transfer in kind cost basis with spec ID weirdness

Last post by prd1982 « Sun Mar 26, 2023 3:45 pm
Replies: 6
by ee_guy » Sun Mar 26, 2023 10:16 am

6 Replies

340 Views

Last post by prd1982
Sun Mar 26, 2023 3:45 pm
Employer t401k was auto switched to a different fund? Please help?

Last post by Vanguard User « Sun Mar 26, 2023 3:44 pm
Replies: 84
by Vanguard User » Thu Mar 23, 2023 8:57 pm
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4228 Views

Last post by Vanguard User
Sun Mar 26, 2023 3:44 pm
WSJ article on retiring with less than $1 million

Last post by Cheyenne « Sun Mar 26, 2023 3:43 pm
Replies: 162
by egri » Fri Mar 24, 2023 4:57 am
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16744 Views

Last post by Cheyenne
Sun Mar 26, 2023 3:43 pm
Worth joining credit union just for car loan?

Last post by friar1610 « Sun Mar 26, 2023 3:43 pm
Replies: 21
by 28fe6 » Sat Mar 25, 2023 11:49 am

21 Replies

1475 Views

Last post by friar1610
Sun Mar 26, 2023 3:43 pm
Correcting an overfunded ROTH for 2022

Last post by enad « Sun Mar 26, 2023 3:42 pm
Replies: 1
by mzvarner » Sun Mar 26, 2023 1:45 pm

1 Replies

97 Views

Last post by enad
Sun Mar 26, 2023 3:42 pm
“Bucket” system for savings, how do you do it?

Last post by NYCaviator « Sun Mar 26, 2023 3:34 pm
Replies: 6
by NYCaviator » Sun Mar 26, 2023 2:07 pm

6 Replies

456 Views

Last post by NYCaviator
Sun Mar 26, 2023 3:34 pm
Making a Roth Contribution in Retirement

Last post by ClassOf2021 « Sun Mar 26, 2023 3:33 pm
Replies: 4
by ClassOf2021 » Sun Mar 26, 2023 9:17 am

4 Replies

445 Views

Last post by ClassOf2021
Sun Mar 26, 2023 3:33 pm
Move from MA to FL- Can I keep my Mass. Medigap supplement plan?

Last post by Chip Munk « Sun Mar 26, 2023 3:29 pm
Replies: 4
by protagonist » Sun Mar 26, 2023 8:22 am

4 Replies

445 Views

Last post by Chip Munk
Sun Mar 26, 2023 3:29 pm
Tiaa vs Vanguard transfer

Last post by Careful « Sun Mar 26, 2023 3:28 pm
Replies: 32
by Zso » Tue Mar 21, 2023 5:19 pm

32 Replies

1823 Views

Last post by Careful
Sun Mar 26, 2023 3:28 pm
Fund allocation

Last post by arcticpineapplecorp. « Sun Mar 26, 2023 3:26 pm
Replies: 2
by kocharking » Sat Mar 25, 2023 10:54 pm

2 Replies

245 Views

Last post by arcticpineapplecorp.
Sun Mar 26, 2023 3:26 pm
Why is one month T-Bill rate a lot lower than Fed Fund rate?

Last post by Lyrrad « Sun Mar 26, 2023 3:17 pm
Replies: 9
by HenrySouthernCal » Sat Mar 25, 2023 4:26 pm

9 Replies

1163 Views

Last post by Lyrrad
Sun Mar 26, 2023 3:17 pm
Adjusting my portfolio after starting a new job with a 401(k)

Last post by rmstickler « Sun Mar 26, 2023 3:16 pm
Replies: 7
by rmstickler » Fri Mar 24, 2023 4:48 pm

7 Replies

485 Views

Last post by rmstickler
Sun Mar 26, 2023 3:16 pm
I don't have to worry about living past 80, even if I retire at 46 with just 23X

Last post by Patzer « Sun Mar 26, 2023 3:15 pm
Replies: 141
by Patzer » Fri Mar 24, 2023 1:04 pm
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10531 Views

Last post by Patzer
Sun Mar 26, 2023 3:15 pm
How much cash are you holding at sub-optimal interest rates?

Last post by exodusNH « Sun Mar 26, 2023 3:14 pm
Replies: 39
by financeguy88 » Sat Mar 25, 2023 11:01 am

39 Replies

2646 Views

Last post by exodusNH
Sun Mar 26, 2023 3:14 pm
Bank of America/Merrill Edge - Preferred Rewards

Last post by anon_investor « Sun Mar 26, 2023 3:00 pm
Replies: 4967
by navyitaly » Sun Nov 02, 2014 2:59 am
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558092 Views

Last post by anon_investor
Sun Mar 26, 2023 3:00 pm
Should I make some basic investments and refine the details later?

Last post by gtrplayer « Sun Mar 26, 2023 2:55 pm
Replies: 21
by Rom » Sat Mar 25, 2023 9:20 pm

21 Replies

1165 Views

Last post by gtrplayer
Sun Mar 26, 2023 2:55 pm
The More things Change the More They Stay the Same: 1955 article on the Retirement Crisis

Last post by bobcat2 « Sun Mar 26, 2023 2:50 pm
Replies: 25
by Harmanic » Sun Mar 26, 2023 8:21 am

25 Replies

1841 Views

Last post by bobcat2
Sun Mar 26, 2023 2:50 pm
Roth IRA portfolio/ advice on my investing portfolio

Last post by tashnewbie « Sun Mar 26, 2023 2:49 pm
Replies: 11
by TheBigFish23 » Thu Mar 23, 2023 7:49 pm

11 Replies

970 Views

Last post by tashnewbie
Sun Mar 26, 2023 2:49 pm
Do you include section 199a dividends?

Last post by imbogled « Sun Mar 26, 2023 2:47 pm
Replies: 4
by imbogled » Sun Mar 26, 2023 1:45 pm

4 Replies

303 Views

Last post by imbogled
Sun Mar 26, 2023 2:47 pm
Send federal 1040 with Illinois state tax return

Last post by Carson « Sun Mar 26, 2023 2:46 pm
Replies: 4
by Softballer » Sun Mar 26, 2023 10:48 am

4 Replies

291 Views

Last post by Carson
Sun Mar 26, 2023 2:46 pm
Which is safer? $250k cash at small online bank or $250k in MM fund at Fidelity?

Last post by tibbitts « Sun Mar 26, 2023 2:44 pm
Replies: 57
by teelainen » Sat Mar 25, 2023 9:10 pm
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4482 Views

Last post by tibbitts
Sun Mar 26, 2023 2:44 pm

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