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Investing - Theory, News & General • Reducing the impact of non-qualified...
Hi all,Just going through the 1099s I realized most of my non-qualified dividends comes from ISHARES CORE MSCI in my taxable account. Sorry I have no more room in tax advantaged accounts.I was never...
View ArticlePersonal Consumer Issues • Greece in August 24
Aug 2-4: 3 nights in SantoriniAug 5-6: 2 nights in NaxosAug 7: 1 night in Athens (back from Naxos). Try late evening Acropolis (if not possible try early morning Aug 9th)Aug 8 : 1 Night - 2 day Guided...
View ArticlePersonal Finance (Not Investing) • Want to transfer Roth IRA, don't like...
My guess would be that you will still have a web account that will let you access the tax forms, just no IRA. You could try asking the broker.Statistics: Posted by terran — Tue Mar 12, 2024 10:48 am —...
View ArticlePersonal Investments • What Platforms are DIY Investors Using to Manage...
I'm curious about what platforms investors are using to self-manage their portfolios, whether it's an IRA, Roth IRA or taxed account. If you're using Fidelity, Schwab or Vanguard are you using their...
View ArticlePersonal Consumer Issues • Given Haiti Situation, is Dominican Republic safe?
Thanks all for your comments. We are letting her go and have Whatsapp calls scheduled.Don't really have much to add to what has already been said, except to say that if something unprecedented kicked...
View ArticlePersonal Consumer Issues • SanFran - Redwoods - Henry Cowell? - Recent Info?
Many options - and you don't have to drive as far south as Big Sur (unless you want to).Two good options closer to SF, both of which I have hiked within the past week or...
View ArticlePersonal Finance (Not Investing) • Weekend home vs trading up on the primary...
We have had a second home 1/2 an hour away on a lake for 10 years and then sold it and bought a second home in St Pete / Clearwater Fla (1200 miles away) stay there 5 months a year away from snowy...
View ArticlePersonal Finance (Not Investing) • Two accountants disagree about Backdoor...
...7.) So, I embarked on a quest to become an expert accountant and try to figure it out for myself which is when I started to learn about the prorata rule which is super confusing to the newbie of...
View ArticlePersonal Finance (Not Investing) • One spouse retiring earlier than the other?
This thread has been moved to the “Personal Finance (Not Investing)” forum. Moderator Pops1860Statistics: Posted by Pops1860 — Tue Mar 12, 2024 10:52 am — Replies 2 — Views 98
View ArticlePersonal Investments • Should one invest in gold? If so, how and how much?
Bogle on gold from a 2011 interview:"Number one, the main thing to remember about gold is that it has no underlying rate of return. Bonds have an underlying rate of return—the yield, or the coupon if...
View ArticlePersonal Finance (Not Investing) • Kitces: Deferred comp when moving states
Yes, Wisconsin wanted to tax the income on my NQ stock options several years after I left the state. I demonstrated that all the increase in the stock price occurred after I left (actually, I had left...
View ArticleInvesting - Theory, News & General • Getting rid of fractional...
For better or worse, I had left a whole share in there, plus the fraction (thought there might be some issue with <1 share).I sold the last whole share - the interface seems to suggest that the...
View ArticlePersonal Investments • Employer Sponsored 401(k) and IRA tax deferred...
Hello all, I have searched quite a bit for a concise direct answer to this question and thus far have failed to find what I'm looking for, additionally, I have become possibly more confused than I was...
View ArticlePersonal Finance (Not Investing) • Questions about Capital Improvements to my...
You do not need actual receipts (although that is best). You just need a factual basis for estimating costs. Contemporaneous records in your financial software should suffice, as would an estimate...
View ArticlePersonal Consumer Issues • Looking for window restoration/replacement...
I was in the same position a few years back - old, leaky double-hung single pane windows. After lots of research, what I did was re-glaze & repair the existing windows and add high-quality storm...
View ArticleInvesting - Theory, News & General • [Webull 3% Offer]
You could put your cash in a WeBull Margin account and buy a cash equivalent ETF like SGOV which would match the high yields seen elsewhere.That's a great suggestion. I normally don't buy MM like ETFs...
View ArticlePersonal Finance (Not Investing) • Do I Need a Retirement Income Strategy?
What is wrong with adding stock in tax deferred accounts?I thought as much as possible we wanted growth to be in our Roth and taxable accounts for tax efficiency reasons.As much as possible being the...
View ArticleInvesting - Theory, News & General • Is Raymond James beating the SP500?...
Is beating or has beat?we only know what they did, we don't know what they will do. So any claim that they're "beating" the market doesn't make sense because the future is unknown. It may be true that...
View ArticlePersonal Finance (Not Investing) • When is the right time to set up a trust?
Our "net worth" is approaching 8 figures with about 85% of that in our investments and 15% in our primary home. I am certain that at some point we will want to set up a trust to and ensure our...
View ArticlePersonal Investments • Newbie 2-Fund portfolio question
In the continuum of possibilities, I decide a 2-fund portfolio suits my needs in retirement.I choose 60% VOO - Vanguard S&P 500 ETF and 40% VBILX - Vanguard Intermediate-Term Bond Index Fund...
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