Personal Finance (Not Investing) • Primer on Paying Taxes With a Credit Card
The Elan Max Cash Preferred or the US Bank Cash+ cards code as utilities when paying via ACI Payments and PayPal. It only works with this payee, using PayPal and the credit card. 5% cash back minus...
View ArticleInvesting - Theory, News & General • Variable Percentage Withdrawal (VPW)
Did I understand the instructions correctly: you only look up once a year your portfolio value, multiply it by the VPW table % and divide the outcome by 12 and monthly withdraw this number?So you do...
View ArticleNon-US Investing • Legacy platform retiring end 2025 - unknown impact on NRA's
I will update, when I recieve an answer. Did any NRA's recieve this email? ThanksNothing here so far. Thank you for taking the initiative on this. Let's see what Vanguard say.Statistics: Posted by...
View ArticleInvesting - Theory, News & General • Expectancy of selling options
C,Clearly you don't like the term selling insurance. Fine.Please explain why a put is purchased?If you are referring to my post - what terms I like or don't like is quite irrelevant to my investment...
View ArticlePersonal Finance (Not Investing) • Interior designer for kitchen?
Depends on what you want to do. If it is a basic overhaul you don't want high end custom cabinetry and tear out walls you can go to Lowes or Home Depot and/or get multiple estimates. I redid my...
View ArticlePersonal Consumer Issues • Honeymoon to Italy and Slovenia -- Advice Please!
Hi fellow Bogleheads,My wife (who's half-Italian) and I are planning a 21-day trip to Italy and Slovenia this fall. We're targeting a departure around October 19th and love exploring new cities on...
View ArticleNon-US Investing • UK : Using 30 day wash rule to my advantage before moving...
In any case, If you sell an asset and buy back the same within 30 days in UK in a taxable account, there is certainly no capital gains tax in the UK, am I right ?Yes. From abrdn:However, the rules can...
View ArticleInvesting - Theory, News & General • Wes Gray Investment Philosophy
Apparently he´s 50% in "managed futures" and I dont even know what that is nor am I too keen to find out :/Statistics: Posted by bendix — Wed Jun 05, 2024 3:09 am — Replies 11 — Views 1295
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Investing - Theory, News & General • Modified versions of HFEA with ITT...
I recently added both CAOS (new ETF version of AVOLX) and managed futures (KMLM, DBMF, AHLT, CTA) in equal proportions.All by leverage, financed by box spreads, on top of existing portfolio (mostly...
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Investing - Theory, News & General • Can deferred income annuities (DIA)...
For those interested in reading how the calculations have been done…Annuity payout ratesFemale mortality statistics have been drawn from https://mort.soa.org/ViewTable.aspx?&TableIdentity=2586 (I...
View ArticleInvesting - Theory, News & General • A skeptical take on the SPIA
Thanks again to all who have posted, it has been very educational, and I am glad I did this prequel. The more so, since I decided to draft the paper first, before launching the “Should You Hedge Your...
View ArticlePersonal Finance (Not Investing) • Long Term Care for MIL...
Hi OP, I have recent experience with this, so a few notes:1) Before moving your MIL to a new state, check out the state's requirements for Medicaid eligiblity. In my state, a person needs state...
View ArticlePersonal Consumer Issues • Bird watchers – what birds are you seeing?
I've been enjoying the robins hunting for worms and grubs in in our lawn this year. Also, have seen a few bluejays make an appearance. I'm also a fan of the common grackles, crows, house finches,...
View ArticleInvesting - Theory, News & General • Now that long TIPS yields have...
Apologize if I'm asking a question that has been answered in this thread previously. I'm interested in adding more inflation protection to my fixed income portfolio. Historically, I built out 10 year...
View ArticlePersonal Consumer Issues • booking a kaiseki restaurant through pocket...
We are taking a friend to Kyoto in August. She wants to try a Kaiseki restaurant. When we went several years ago, we were able to ask our hotel to reserve a place two months in advance. This time...
View ArticleInvesting - Theory, News & General • SOXX
SOXX Semiconductor ETF. A good buy and hold or a fad?Top holding is NVIDIA which is pushing ALL tech higher. What happens if NVIDIA goes lower?Statistics: Posted by retireIn2020 — Thu Jun 06, 2024...
View ArticleInvesting - Theory, News & General • What is the Most You Would keep in...
Based on these assumptions:-Fixed income = bonds, cash, I/EE bonds, CD, HYSA, MM funds -No pension -Age 45; retirement in 10 years Please express the amount as a multiple of annual expenses. So for...
View ArticleInvesting - Theory, News & General • Purchasing MYGAs (multi year...
I am considering my first MYGA in California since I want to lock in an attractive rate now before any Fed rate decreases later. An agent I have dealt with in the past, presented an option from...
View ArticlePersonal Finance (Not Investing) • Am I buying too much condo? NYC $2mm
The NYC mansion tax at $1mm+ makes trading up for a larger apartment more costly.How long do you see yourself in this condo? 5+ years, the numbers should work out for you.Your mortgage payment isn't...
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Non-US Investing • [Australia] Portfolio Review
Thanks Valuethinker,I enjoyed reading your post.I noted that a few of my reasons for the asset allocation would not stand up to scrutiny, and you've proved that point:)Minerals: regulatory and...
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