Investing - Theory, News & General • What are you up YTD? [Year To Date]
20 percentStatistics: Posted by CLKGTR — Sat Jun 01, 2024 10:59 pm — Replies 5325 — Views 945881
View ArticlePersonal Finance (Not Investing) • Personal Umbrella Policy choices
I currently have a 1M umbrella with the insurance company that writes my auto and homeowners policies. But I was told that is the maximum umbrella coverage they write in my state.I would like to have...
View ArticlePersonal Investments • Investment Allocation of Inheritance (Near Retirement)
This is really hard to give any thoughts without a full picture of their assets, spending needs, risk tolerance, etc. I guess the only thing I would say is I wouldn't treat the inheritance any...
View ArticlePersonal Investments • Taking IRA distributions
thank you, RetiredAl-- great functionality!Statistics: Posted by togb — Sat Jun 01, 2024 11:04 pm — Replies 8 — Views 1202
View ArticlePersonal Finance (Not Investing) • Roth conversion up to 25%?
It is totally dependent on what you expect your marginal rates to be in retirement and early retirement if applicable. Nothing in your post gives any clues to that.Not totally.Getting future income in...
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Investing - Theory, News & General • How Do You Like My New 'Doo
I posted in another thread more detail of the results of my scenario planning within MoneyGuidePro. It should give a good idea of the trade-offs involved in retirement planning. I will repost that...
View ArticlePersonal Finance (Not Investing) • What can happen to pensions if company...
Not an expert, but if the pension is a qualified retirement plan, it should be safe from being seized if your company goes bankrupted, This is not true for non-qualified pensions. See if you can...
View ArticleInvesting - Theory, News & General • Low fee direct indexing options
It already sold NVDA due to tax loss harvesting and no longer own NVDA in those 20 remaining companies.The discussion was around the question "what if I wanted to get out of the direct index portfolio...
View ArticleInvesting - Theory, News & General • World Ex U.S has only returned 2.48%...
Most of the difference is from 2009 to today. Unless you believe that the US market will continue to grow disproportionately (where does it end?) it’s a great time to buy Intl.Your implicit assumption...
View ArticlePersonal Finance (Not Investing) • ACA Health Insurance for a son(Non tax...
You need to understand Florida's definition of "in-state" if he wants to attend school there as an in-state student.Here is the start of understanding FL in-state tuition. Your son may want to arrive...
View ArticleInvesting - Theory, News & General • What's up (or down) with TIPS?
Do you all count social security toward your target inflation-protected holdings? Suppose your goal is for 50% of your fixed income to be inflation protected (i.e., TIPS and/or I bonds). Once you...
View ArticlePersonal Investments • Would buying 10% of a penny stock inform me if it's...
"too good to be true"Statistics: Posted by one_speed — Sat Jun 01, 2024 11:35 pm — Replies 6 — Views 239
View ArticlePersonal Investments • How to choose: BND vs SCHO vs SCHZ and VXUS vs SCHF?
I would suggest doing a fair chunk of reading on - individual bonds and bond funds- how they've been hit by recent interest rates- the people who are lamenting having bond funds instead of individual...
View ArticlePersonal Finance (Not Investing) • Protecting from fraud
Fraudulent home loans - Someone uses your SSN to open a home improvement loan with your home as collateral. Loan amount goes directly to scammer contractor that does no work on the home. Loan gets...
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Personal Consumer Issues • best beginner golf club set
I am seeking recommendations on best womens short golf clubs, between the heights of 5’1" and 5’5". I mean the top-rated golf clubs. Any pointers? Thanks for help!! I only know of one group where I...
View ArticlePersonal Finance (Not Investing) • Amending my 2022 taxes using Turbo Tax
I used the Windows desktop version on TurboTax to eFile my federal and state 2022 returns. I found an error this year, and prepared an amended return. TurboTax did prepare the federal and state...
View ArticlePersonal Finance (Not Investing) • Can I safely quit paying work?
I think it’ll be better to work a couple of more years.Statistics: Posted by Metsfan91 — Sun Jun 02, 2024 11:14 pm — Replies 65 — Views 10408
View ArticlePersonal Consumer Issues • Any options to access the Galaxy of Movies I'll...
I have Dish Satelite service to my home. About 165$/monthly. While a few channels offer older movies, they are for the most part being rerun over and over. TCM as an example. I think about the...
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Investing - Theory, News & General • Approximately How Many Total...
26 Bank Accounts (most of which were opened in 2024 for bonuses). This includes accounts at Ally Bank, Bank of America, Capital One, Citi, Wells Fargo, and several credit unions.Are you sure you...
View ArticlePersonal Investments • Husband bought big in Nvidia last month ...now what?
Still doesn't answer the question of whether all of the husband's investments in aggregate did better than the market as a whole. Yes, his investment in Haloid/Xerox "ballooned," as you called it, and...
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