Personal Finance (Not Investing) • Sell RSUs after holding a while?
If you had the cash today, would you buy those shares?no. but that's not really relevant because i'm not buying into a new position. i already hold existing positions and those terms & conditions...
View ArticlePersonal Finance (Not Investing) • Is redeposit of 60-day rollover deductible?
But you do have until tax Day to do your regular deductible contributionStatistics: Posted by nalor511 — Fri Dec 29, 2023 4:30 pm — Replies 2 — Views 92
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Personal Finance (Not Investing) • USAA Claims Reputation
We've never had a problem but I'd point out we are USAA top tier (retired officer, decades of reasonable claims history, low risk) not lower tier GIC, CIC, Guardian etc. May make a difference.USAA...
View ArticlePersonal Finance (Not Investing) • Best practice for making sure healthcare...
While the surgery might have been a month ago, the hospital might not have summited the extras until recently, possible been found by a hospital reviewer. Give it time.Statistics: Posted by Duzz78 —...
View ArticlePersonal Finance (Not Investing) • Permits, property taxes: A peculiar Bay...
Something to keep in mind is that in the Bay Area a $1.5 million dollar property might really be something like a $300K house on a $1.2 million dollar lot. The square footage of the house might not...
View ArticlePersonal Investments • Should emergency fund be part of asset allocation?
If you are an entirely rational person who is logical and honest about your risk preferences, it shouldn't matter. If you have a risk preference that requires you to keep some amount of money in...
View ArticlePersonal Consumer Issues • Is Solar Worth It?
Since breakeven point relies upon calculating future inflation, is there an Excel function that can help with that?I've been just brute forcing it by assuming an inflation rate (say 2.16%) making a...
View ArticlePersonal Finance (Not Investing) • Roth Conversion after loss of spouse
I'm guessing that your current target is the top of the 24% tax bracket. If you are 63 years old or older, this will trigger IRMAA when you start Medicare. However, when you quit working, you can...
View ArticlePersonal Finance (Not Investing) • Ways to help child to buy first house?
She is not asking and is so far turning down our help, but we are volunteering and will convince her. Our motivation is that she will get our $$ after we are gone, so we would rather see her use the...
View ArticlePersonal Finance (Not Investing) • To move or not to move that is the question
Please compare costs if you are considering FL because of "low cost of living." FL is not as cheap as it sounds.On the other hand, FL would have plenty of scope for nurse jobs.Of course, many of folks...
View ArticlePersonal Consumer Issues • Amazon Rate increases - alternatives [Amazon Prime...
I'm another person who uses the 5% back Prime Visa. So far this year, I've gotten $168.17, which means that they are paying me to be a Prime member. I have watched Freevee movies on Amazon, but the...
View ArticlePersonal Investments • portfolio: left managed portfolio, now what?
My estimate is that you have about $75,000 in your taxable account that isn’t in treasuries or a money market fund.Have you actually figured out what your gains on those positions are over 11 months?...
View ArticleInvesting - Theory, News & General • New tool for building a TIPS ladder
Hi. I am just beginning to investigate a TIPS ladder. For the TIPS listed by the calculator, Vanguard generally indicated that the minimum qty=100 ($100K). Is this typical? Where to purchase smaller...
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Personal Investments • Which pot of money to take from?
current balances- Lincoln 457b - s and p 500 82kAlaska retirement fund - 81k - 65% in target fund, 35% S and P 500 fund. Vanguard Admiral Wellington 457 8.5kFidelity IRA - s and p 500 and Nasdaq 100 -...
View ArticlePersonal Finance (Not Investing) • What To Do When Kids Can't Find the Trust...
Even though the Attorney has moved out of state I would contact him. There is a good chance he will help if he’s able.Statistics: Posted by PoppyA — Sat Dec 30, 2023 4:42 pm — Replies 27 — Views 1865
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Personal Finance (Not Investing) • Bank of America/Merrill Edge - Preferred...
I was able to link my Alliant checking to ME...so my plan is to pull from there after transferring from etrade. Should take less than 45 days KingofRMD, you should be able to initiate a transfer of...
View ArticlePersonal Finance (Not Investing) • 2024: What's in your wallet? Do you still...
I carry a Tom Bihn minimalist nylon wallet. About three credit cards, drivers license, insurance cards, debit card and a small amount of cash. Generally never more than $100. I like to tip with cash...
View ArticlePersonal Finance (Not Investing) • What big hairy audacious goals do you have...
Make eating plants +50% of my dietGrow spiritually & lessen stress through mindfulness, meditation and consuming spiritual materialsRid my home of possessions we don't useDaily exerciseMore...
View ArticleInvesting - Theory, News & General • Am I the only investor allocating...
I am adding more towards bonds only because Vanguard added two new bond ETFs this month: VCRB -Core Bond ETF and VPLS - Core-Plus Bond ETF. I assume Vanguard felt there was a need or a gap that needed...
View ArticlePersonal Finance (Not Investing) • Gift tax in community property state (Texas)
What do you specifically and legally mean by "money sits in wife’s separate bank account"? Do you mean it is an account only in her name but still community property? Or do you mean legally separate...
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