Investing - Theory, News & General • NewRetirement Frustrating Results
Both projectionlab and new retirement will be frustrating to use compare to a more automated tool like empower dashboard /personal capital. Empower is really an investment tracking tool with some...
View ArticleInvesting - Theory, News & General • Can vanguard force transition to...
[This post has been merged into this on-going discussion on the same topic. Moderator Pops1860]As others have written, no, Vanguard obviously cannot legally force anyone into a brokerage account with...
View ArticlePersonal Finance (Not Investing) • Funding an Able Account from a Special...
If anyone has experienced explaining to Medicaid that the IRS income is from SNT distributions and shouldn't count against eligibility, I'd love to hear what you did/said/showed.The HHS letter cited...
View ArticleInvesting - Theory, News & General • Vanguard to Exit Individual 401(k),...
If I understand this correctly, you have now amended your Plan and made it 2 Plans at 2 different providers. You can only have one Solo 401k at a time, so you need to choose and choose quickly before...
View ArticlePersonal Investments • Vanguard 529: underwhelming approaching college, options?
@catchup Thanks for highlighting this issue. Can you please help understand how can we do the rollover from Vanguard to another 529 plan - if there are a set of simple and reliable instructions that...
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Personal Consumer Issues • Is uninsured motor vehicle insurance a good idea?
That last part doesnt make sense to me. UIM pays damage to the insured person. Umbrella is to pay damages to others.I spoke with a personal injury attorney about this one, pressing on why I would care...
View ArticlePersonal Consumer Issues • Buying Pre-Owned Certified Car
Whatever you decide, make sure to shop around. I bought the exact same thing you’re looking for last year and an out of state dealer beat my local high volume Acura dealer by about $3-4k (after I...
View ArticlePersonal Finance (Not Investing) • Nervous about Trust Protector clause in trust
Our new estate attorney came highly recommended and we're working with her to amend our old trust. One key update was for our adult children to inherit in trust, for asset protection against divorce...
View ArticleInvesting - Theory, News & General • Wealthfront Savings and the Yotta...
Wealthfront seems to offer consistently high rates. That's their whole thing. While other banks are often not as consistent.If you look at DOC's list of high interest savings account, they're all a...
View ArticleInvesting - Theory, News & General • Faith-based Investment Options,...
I put a good chunk of my large cap in VOTE. Since it uses the Morningstar 500 instead of the S&P 500 it is a good tax loss harvest partner, and the fee is about double that of VOO, which is pretty...
View ArticlePersonal Investments • Should I dump small caps?
That would be performance chasing, for sure.Statistics: Posted by selters — Sun Jun 23, 2024 3:42 am — Replies 16 — Views 1491
View ArticlePersonal Finance (Not Investing) • 20 acres and a custom home- can we...
What would the property appraise for after you build the house? If the projected appraised value comes in lower than or similar to the combined cost of land + house I would not buy the land. If the...
View ArticleInvesting - Theory, News & General • RILA - Registered Indexed-Linked...
thoughts on these as part of an retirement investment portfolio?My post upthread that I made almost 3 years ago is still applicable today. viewtopic.php?p=5378436#p5378436Avoid RILA products. Post...
View ArticleInvesting - Theory, News & General • Article: Blackrock No Match for...
Blackrock's a profit maximizing company that hasn't been above shafting their investors before. The internet reminded me that in 2012 Blackrock launched a new core series of etfs, launched to be price...
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Personal Investments • Request for Feedback on Mom's 401(k)
Greetings friends! I am trying to help my mom with her company-based Vanguard 401(k) and hoping for a gut check. She's 62 and would like to retire at 65. I don't think that will be easy; she has a...
View ArticlePersonal Finance (Not Investing) • Thinking about transferring IRA from...
I moved my IRAs from Vanguard to Schwab and my husband’s from Vanguard to Fidelity. We did it because we already had accounts at those places and were similar lifting our lives. We had the funds...
View ArticlePersonal Consumer Issues • Kitchen remodel microwave vented outside?
If the stove is on or near an outside wall, builders may put a rectangular microwave vent duct direct through the wall or up with ducting through the cabinetry to outside . An under the range...
View ArticleNon-US Investing • Help me figure out which ETF is better for me.
Welcome to the forum.I need your help in trying to understand which ETF is better for me, so i have 2 options one is IVV and the other one is CSPX, my main concern is that IVV gives dividends, and as...
View ArticlePersonal Finance (Not Investing) • Form 2848 - Tax Power of Attorney
My husband and I will be overseas for quite a bit and have hired an accountant to take care of tax matters. My husband's tax situation in particular will be a little complicated. The CPA is asking for...
View ArticleInvesting - Theory, News & General • Index Investing: An Odd Thought...
I was assuming the poster was considering Sharpe's argument. A zero sum game is where the sum of all players winnings, whether positive or negative is zero. In this case, the winnings would be excess...
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