Personal Consumer Issues • What to do if I am subpoenaed as a witness but I...
Thanks everyone, I am still anxious about things. But it helps to know some of you know that things can be worked out. I don't mean to sound selfish, but I don't want to miss my trip/be punished for,...
View ArticlePersonal Finance (Not Investing) • If/how/how much to financially assist kids...
This is VERY much a hypothetical for me, but I've given it a little bit of thought and I find myself in a similar place. My plan is to fund different accounts for them equally as they grow (X number...
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Investing - Theory, News & General • What good is tax deferred?
What good is a Roth is my question!Really? Are you eager to pay capital gains when you withdraw from your taxable account? The better question is why you wouldn't maximize your contributions to a Roth...
View ArticlePersonal Investments • SSGA qualified dividends
How do brokers report it on consolidated 1099-Div?It shows up as Ordinary (non-qualified) dividends (Box 1A).Statistics: Posted by DaveTH — Mon Mar 04, 2024 5:49 pm — Replies 3 — Views 179
View ArticlePersonal Consumer Issues • Flying to London - Delta or British Airways
No recent experience, but in 2016 we flew Virgin Atlantic from Chicago to London and back -- awesome.Statistics: Posted by You Know What I Mean — Tue Mar 05, 2024 5:51 pm — Replies 35 — Views 1759
View ArticlePersonal Finance (Not Investing) • Can I make this retirement work?
You know, you mentioned that you don't know when things will come back to normal. I think that things won't get back to normal at all. I know it sounds pessimistic. But after the war spread in...
View ArticlePersonal Investments • Seeking improvement in non 401k retirement portfolio
Let me take a stab at this.1) Firstly, I intensely dislike bonds in Roth accounts. The deal with the Roth is that, in exchange for upfront taxes, all the growth is free. You want to maximize that...
View ArticlePersonal Consumer Issues • When to switch from dealer to independent for service
There appears to be a lot of hate or dislike for dealership service departments. I use the dealership and they appear to have done well by my cars. My cars have run well. I wouldn’t know how to...
View ArticleInvesting - Theory, News & General • Is Vanguard's Yodlee Aggregator Secure?
I do not give any aggregator access to Schwab.I do not give any aggregator any access to any account anywhere.Hear hear!+1Why invite problems, no matter the perceived "low risk" ?Statistics: Posted by...
View ArticleNon-US Investing • Best way to invest by the Boglehead philosophy as a US...
Hi, I am currently a US national living in Japan, and I was wondering if anyone else here has any experience investing in this situation. Up until now, I have been investing in Vanguard Stock/Bond...
View ArticlePersonal Finance (Not Investing) • Filing taxes for late Required Minimum...
If I understand you, the penalty would be paid with my 2023 tax return, but the tax on the distribution would be paid for tax year 2024. Is this correct?No. If you file the 2023 5329 with your 2023...
View ArticlePersonal Finance (Not Investing) • What's Your Credit Card Rewards Strategy?
My credit card strategy the last couple of years has been to get a $200 bonus through Wells Fargo, Chase or B of A. Now I am looking for something else. I have been searching for a credit card bonus...
View ArticleInvesting - Theory, News & General • RMD withdrawal
I have to take approx. $15K from my RMD for 2024.I have 3 funds to consider:VSGDX Short Term Fed Fund 0.26% VTSAX Total Stock 0.24%VWENX Wellington 0.50%From where would you take the money to satisfy...
View ArticlePersonal Investments • 401k funds for 27 year old
Why no recommendation to target date index fund available in 401K?Read the posts above for the answer. You may disagree, but that's our answer.+1 !!Statistics: Posted by lakpr — Tue Mar 05, 2024 6:01...
View ArticlePersonal Investments • Are factors dead?
Factors that help your portfolio performance rotate among themselves. So one can say some factors are dead and some have risen from the grave.Statistics: Posted by livesoft — Tue Mar 05, 2024 6:01 pm...
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Personal Investments • Short term to intermediate repositioning.
I have a lot of short term treasuries maturing the next few months in my taxable account. Looking for a bond fund or CEF that will pay around short term rates but also offer potential capital gains...
View ArticleInvesting - Theory, News & General • some turbo tax questions and paper...
You do not need to enter your account number, just the EIN and address of the brokerage firm and of course the values in the other boxes in the 1099. At least I didn't and my e-file through TurboTax...
View ArticlePersonal Consumer Issues • What to do?? [Vanguard warning about closing...
I removed an off-topic post. This thread has run its course and is locked (contentious, derailed). See: Locked TopicsModerators or site admins may lock a topic (set it so no more replies may be added)...
View ArticlePersonal Consumer Issues • Undersizing whole house generator?
I'm thinking since 20kw generators are so ubiquitous and cheap now ($5k at Costco), maybe I could get 2-3 and wire up to different subpanel masters. Will have to see. Could be cheaper than one 60 kw...
View ArticleInvesting - Theory, News & General • Beyond the Status Quo: A Critical...
3) The individual must be okay with international exposure. In the case of this paper, 50% of their portfolio in developed ex-US countries. This helps diversify some country-specific risk and relies...
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