Personal Investments • Bonds in Taxable Question
I have bonds in taxable and they have helped me in TLH. In fact, for simplicity, I maintain my asset allocation % the same across taxable, and tax-deferred accounts.Statistics: Posted by sam_m — Wed...
View ArticleInvesting - Theory, News & General • The Final, Definitive Thread on...
I do not know what the absolute truth is, so hopefully I am not misleading. Only shared my experience, I should have been more clear. if you are right then I file my taxes differently next yearIf you...
View ArticlePersonal Finance (Not Investing) • First Home Purchase Sanity Check - $650k
OP,1) What is your current gross income? 280K?2) What is your current annual savings/investment?3) What is your current rent?4) What is your current annual expense?KlangFoolThese are answered in the...
View ArticlePersonal Investments • TurboTax ( or other) tax "whatifs"
Thanks, the question is basically am I on the right track in such analysis. $5500 per year is what we've determined is appropriate, as a minimum. At 72 and 75 we don't itemize, just the standard...
View ArticleInvesting - Theory, News & General • Purchasing MYGAs (multi year...
Received an email about a new MYGA issued by a company called Revol One Financial, rated B++. 6.00% for 7 years is juicy, but no free withdrawals from what I read in the product highlights. The...
View ArticlePersonal Consumer Issues • Traveling with extra car keys
The Toyota Remote Connect app provides this, but I didn't purchase the package that makes it possible when I bought my car.Remotely unlocking, yes, forgot that was the feature being talked about. Yeah...
View ArticleForum Issues and Administration • Why Is Investing Theory under US Investing?
OK, thanksStatistics: Posted by monkeytoad — Thu May 09, 2024 9:01 am — Replies 5 — Views 484
View ArticlePersonal Consumer Issues • Lexus Dealer Damaged Car While In For Service
Agree with lazydavid but take issue with "guaranteed nothing would show up on CARFAX". That smells like fraud.A lot of things don't show up on CARFAX. It's not fraud, there's no law that says CARFAX...
View ArticlePersonal Consumer Issues • Recommendations needed for dental insurance for...
Depending on your state, you may be able to buy a reasonable plan through your state’s health insurance exchange. Our state does not require an ACA health insurance plan to purchase a plan- I...
View ArticlePersonal Consumer Issues • New Fidelity Rewards Credit Card Chip + PIN?
This thread has been moved to the “Personal Consumer Issues” forum. Moderator Pops1860The one I posted it in seems more appropriate than this one, since a credit card is personal finance and its...
View ArticlePersonal Finance (Not Investing) • Purchase Second Home with Cash or Mortgage?
This is changing in a couple years when many TCJA provisions expire.That is not a given either.It's the law right now.Statistics: Posted by AnEngineer — Thu May 09, 2024 9:09 am — Replies 15 — Views 936
View ArticlePersonal Investments • Fidelity Bond Buying Issue?
I still get this error while buying TIPS. Is it because my bid price is not high enough? I already bid higher than asking price. How do I get over this error message? (014321) Your order cannot be...
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Personal Consumer Issues • Multiple gas meters. Can I turn any off?
My SFH was previously a multi unit building and as a result has 3 separate gas meters, one for each level. I receive 3 bills and am trying to determine if I need to have all 3 meters on or if I can...
View ArticlePersonal Investments • Possibility of Future UHNW Estate in PA, Advice Please...
We are a 56 year old married couple Net worth 14M, broken down in round numbers...1.0M Home2.75M Retirement IRAs and 401Ks10.0M Taxable at Vanguard0.5M 529 plansHHI about $450K/yr as W2 employees,...
View ArticlePersonal Investments • Trying to stay in 0% cap gains bracket
you can enter the numbers here:Retirement Strategies Tax EstimatorStatistics: Posted by arcticpineapplecorp. — Thu May 09, 2024 9:11 am — Replies 2 — Views 108
View ArticlePersonal Finance (Not Investing) • You Worked a Long Time. How Did You Do It?
Wow, lots of people have enjoyed long careers. For an MD, my advice would be to think long and hard about what specialty you would really enjoy. Also, you need to consider your employment...
View ArticlePersonal Finance (Not Investing) • Cheap & reliable 6 passenger vehicle
I'll third the minivan. It isn't just seats you need but also space for all the gear that goes with picking and dropping them off at extra curricular activities. The minivan also has nice perks such...
View ArticlePersonal Consumer Issues • Value of 2nd full bathroom
No master/primary suite with a private bath would be a huge impediment to sale where I live at almost any price point except when you're in teardown territory. Even as a single person, I'd want an en...
View ArticlePersonal Finance (Not Investing) • Bank Checking Account Replacement -...
I've been using a Fidelity CMA as my main checking account for about a year with no complaints. Does everything I need it to and does it very well.I still have my old bank checking account (which is...
View ArticlePersonal Investments • Best 529 plan
If you are just investing in a passive Total Market fund, California is the cheapest.Statistics: Posted by cowbman — Fri May 10, 2024 9:27 am — Replies 4 — Views 741
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