Personal Finance (Not Investing) • Re: Backdoor Roth Conversion and pre-tax...
The codes for the 1099-R form are usually printed on the back of the form.For my wife's Roth IRA account, there were 2 activities:1. ~$6000 from her tIRA to her Roth IRA From Vanguard 2024 1099-R, 2a...
View ArticlePersonal Consumer Issues • Re: New 2025 lexus RX 350h
Getting the color you prefer with the options you prefer at MSRP is a win. Especially for in-demand cars like the RX 350.RX 350 probably not that hot as there are many worthy competitors. OP is...
View ArticlePersonal Finance (Not Investing) • Re: 1099-B for sales of Fidelity...
I've had this happen to me before with TT when I entered summary totals for unreported gains to the IRS. I entered each sale individually and everything e-filed properly with no need to send in...
View ArticlePersonal Consumer Issues • Re: What are you listening to now
Julien Baker & TORRES Perform “Bottom of a Bottle” | The Daily ShowStatistics: Posted by iceport — Thu Mar 06, 2025 1:33 am
View ArticlePersonal Investments • Re: Valuation of a long term COLAd pension as part of AA
Since you asked to hear from people in a similar situation...It's been almost 5 years since my wife retired with a state cola'd pension that amply covers our living expenses. Plus she'll get SS in...
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Investing - Theory, News & General • Re: International (Non-US) versus US...
Interesting U.S. vs. international valuation attribution from this article https://verdadcap.com/archive/explainin ... valuationsP.S.: I'm not sure if I read the chart right. My interpretation is that...
View ArticleInvesting - Theory, News & General • Re: Why equity allocation makes so...
You can replace bond with dividend funds to resolve the limitations of Bonds. If dividends producing securities are serving you well, that's good.But I'm not seeing a useful comparison here. Dividends...
View ArticlePersonal Consumer Issues • Re: Higher end luggage: soft vs hard? Tumi,...
Rimowa has lifetime warranty now. We buy Rimowa in Germany as it’s 1/3 off US and no tax. Also you get German made Rimowa vs Canadian made in the US. Rimowa has changed since LVMH bought them....
View ArticlePersonal Finance (Not Investing) • Re: Should I consider hiring a CPA for...
I am of the opinion that doing your taxes yourself brings you to a higher level of understanding of your tax structure, which also flows into your investment decisions as what's good, what's so-so,...
View ArticlePersonal Finance (Not Investing) • Re: Tax question: Cannot contrinute to IRA...
Chiming in to confirm that you can't contribute to an IRA if all your earning are excluded under the FEIE. If you work for a US based company, you can still contribute to the 401k though.Statistics:...
View ArticleInvesting - Theory, News & General • Re: Edward Jones rep giving out free...
Would I harass and embarrass a stranger who has done nothing to me, simply because I don't like her employer or the kind of work she does to support herself and her family?The answer is no, I...
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Personal Finance (Not Investing) • Re: Fidelity Rewards Credit Card
If you're in the Fidelity ecosystem, it's a great card. Easy.My daughters wish their Fido cards were black metal instead of green plastic. Switch to US Bank.Statistics: Posted by anoop — Fri Mar 07,...
View ArticleInvesting - Theory, News & General • Re: Tune Out the Noise
Tune Out the NoiseDocumentary about the development of index funds and how they have changed investing. Story told from the DFA point of view. Link to video -...
View ArticlePersonal Consumer Issues • Re: Best non-Apple external monitors for 16"...
It is my understanding that in order for things to work "seamlessly" at that size I would need a 6K resolutionNo, this is not true, except in the rare instance you want items to be sized identically...
View ArticlePersonal Investments • Re: Questions to ask at a dinner given by an insurance...
I used to work closely with guys at a PE firm. Their personal portfolios were 100% into an S&P 500 index fund despite the fact that they were selling clients into their funds.Around 1994 or so...
View ArticleInvesting - Theory, News & General • Re: Frequent Tax-Loss Harvesting...
[...]I exchanged AVUV to DFSV, then DFSV went down and I bought DFAT. Now DFAT went down but I did not sell it yet because I ran out of known small-cap value ETFs (I know VBR but it is believed to be...
View ArticleInvesting - Theory, News & General • Re: How Do You Approach Buying in a...
What does a market that has “nowhere to go but down” even look like?Statistics: Posted by Hot Sauce — Sat Mar 08, 2025 1:36 am
View ArticleInvesting - Theory, News & General • Re: From what point, and at what %,...
Dip -5%Correction -10%Bear market -20%Hold on to your shorts -25% to -60%Squirrel market -30%Mongoose market -40%Rat market -50%Statistics: Posted by Hot Sauce — Sat Mar 08, 2025 1:40 am
View ArticlePersonal Consumer Issues • Re: Staple in my Tesla tire: whose fault? Can you...
I had a screw in sidewall area on a Tesla. America's Tire let me replace just one. They said the tread on the other old tires and this new one will be fine. I think I had at least 10k miles on these...
View ArticlePersonal Investments • Re: Hands tied with John Hancock, how to navigate?
See how Fidelity plan compares. https://www.fidelity.com/retirement-ira ... 401k-plansStatistics: Posted by the_wiki — Sat Mar 08, 2025 1:45 am
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