Investing - Theory, News & General • International (Non-US) versus US...
I wonder if people will discuss this topic for decades and if it will ever end.My prediction is, it will never end. Why?There is an inherent conflict with saying "nobody knows nothing" ..., while at...
View ArticlePersonal Investments • Confused about IRA Recharacterization and Backdoor Roth
Opening an account once you have one is so easy that it would take less time and trouble than it did to start this thread so I would just do it.Statistics: Posted by placeholder — Wed Apr 10, 2024...
View ArticleInvesting - Theory, News & General • Jamie Dimon and preparing for...
Jamie Dimon is preparing Chase Bank for whatever the future will hold; we are not running a bank but running our portfolios - what can we do to prepare for WHATEVER the future holds?...
View ArticlePersonal Finance (Not Investing) • $2.5M networth under 40 now what?
So thought I would update as I turn 40 this year. We simply kept on the path and have not changed anything but now we are at $3.2M net worth ($2.4M investments, $0.15M 529, $500k home equity net of...
View ArticlePersonal Finance (Not Investing) • Sold investment property
The amount of federal tax owed as a result of the gain will depend on several other factors, including your filing status and the amount of your AGI/taxable income before adding the gain.With the...
View ArticlePersonal Finance (Not Investing) • Bank of America/Merrill Edge - Preferred...
Couple questions:1) So I’m interested in moving my IRA assets from ME to throw those into the brokerage bonus game. And instead use 100k cash savings in the preferred deposit program. How many days...
View ArticleNon-US Investing • Keeping Vanguard account as Non resident Alien
... my gosh it's difficult to understand and take appropriate next steps as I consider how to access my IRA, take distributions from it (and what type) in due course, and transfer to appropriate...
View ArticlePersonal Investments • Is there a better alternative to FDRXX / SPAXX for...
Vanguard money market funds pay about 30 basis points higher as they have significantly lower expense ratios.Statistics: Posted by nassau34 — Wed Apr 10, 2024 3:35 am — Replies 6 — Views 892
View ArticleInvesting - Theory, News & General • Considerations when inheriting...
A retired extended family member (age 70) will be inheriting a few indexed annuities in a trust as sadly his mom ( age 90+) is in hospice. His mom has dementia and he controls the trust now ( if...
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Investing - Theory, News & General • The Final, Definitive Thread on...
LoL, the guy from Public was still commenting on DoC as recently as November:We also just launched a new ACAT transfer bonus which gives personalized offers based on your portfolio. In general, doing...
View ArticleInvesting - Theory, News & General • Investing and Income Taxes
Take a look at Treasury Department Circular 230 and Title 31 of the Code of Federal Regulations.Statistics: Posted by JCH10400 — Wed Apr 10, 2024 3:41 am — Replies 8 — Views 605
View ArticlePersonal Consumer Issues • Xfinity autopay: Gaming the system to get discount
The best way to game the system is to move to providers that don't charge outrageous credit card fees. I switched from T-Mobile 2 weeks ago. The $90/month we are saving can more than pay for standing...
View ArticlePersonal Finance (Not Investing) • SS Application stuck? Is it time to call?
when they call what do they askStatistics: Posted by kareysue — Wed Apr 10, 2024 3:52 am — Replies 27 — Views 4220
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Personal Consumer Issues • Tesla self driving car
The roads they will utilize will need to be mapped extremely well and be used frequently. They will require remote take over of humans when encountering an array of potential roadblocks (no pun...
View ArticlePersonal Finance (Not Investing) • Formula to Divvy Up Taxes Post-Divorce?
I'd say $1,164 contribution to your daughter's Roth IRA (if she works for some income) or her investment account. Otherwise, you can divide the $1,164 into two portions, and your ex gets to pick...
View ArticlePersonal Consumer Issues • Don't pay full price for SiriusXM radio
Just cancelled, I was in no mood to listen to any pitches, it took 32 minutes. THIS is why I use VIRTUAL credit cards whenever I can now. I can set the expiration, the vendor doesn't have my real cc...
View ArticlePersonal Investments • Best Money Market Fund: Chase or FIDO
My son banks at Chase and has his retirement accounts at FIDO. He has saved a large sum ~ 25K and wants to put that into a money market. What are the best options at Chase and FIDO for this? Thanks.At...
View ArticlePersonal Investments • Traditional 401k or Roth 401k? About to graduate...
Hi sorry. I never got the notification of this reply. I am in Texas. So you would recommend I open a Roth 401k and roll the 403b Roth into that thru my employer then?Texas does have strong asset...
View ArticlePersonal Investments • Traditional IRA deduction - is a SEP "having a...
Yes, he would be an active participant "covered by a workplace retirement plan" for 2023.Ahh, then if our W-2 and K-1 income are over $136,000, we aren't eligible for the IRA deduction, right?Is there...
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Non-US Investing • Trade Republic: would you recommend it and what are the...
Read this and this Statistics: Posted by daviddem — Thu Apr 11, 2024 3:22 am — Replies 1 — Views 204
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