Personal Finance (Not Investing) • Re: Pralana Online Released - Impressions
I had never used any financial calculator/modeler before, but I bought a $119 subscription to Pralana on line a few weeks ago, and I think it’s fantastic. Equally fantastic have been the incredibly...
View ArticleInvesting - Theory, News & General • Re: Shiller PE now near 37 - 3rd...
"Don't invest what you can't afford to lose." My depression-era father drilled that into our heads. In retirement, that's especially true.If the markets over the next 20 to 25 years (presumably the...
View ArticlePersonal Consumer Issues • Re: Has anyone else experienced a similar issue...
Yes. I do not personally own a Tesla but my Tesla friends have all had similar issues with service lead times. A close friend has the new performance and he had to wait a month to get something small...
View ArticleInvesting - Theory, News & General • Re: HSA Bank eliminating investment...
Has anyone successfully used Fidelity's Transfer of Assets pdf form and uploaded it to HSA Bank's secure document upload feature?I tried that and it worked very quickly--like just a few days, but for...
View ArticlePersonal Finance (Not Investing) • Re: Those with assets - what do you leave...
Our remaining assets will go to our DAF.Kids can choose to continue to gift from our DAF, or proportionately transfer to their own DAFs.They were trained to be self-sufficient from a young age, and...
View ArticlePersonal Finance (Not Investing) • Re: Did your retirement go as planned?
Just curious to learn from those who’ve already started their retirement journey if all the prep and planning and calculations turned out the way you envisioned? I’m 20 years out from retirement but...
View ArticleNon-US Investing • Re: Legacy platform retiring end 2025 - unknown impact on...
TL;DR : I received the mail, called Vanguard, and they said I cannot open brokerage account as NRA. I had to get on another phone call so cut it short. When I called them in the evening they said...
View ArticlePersonal Finance (Not Investing) • Re: Underground storage tank detected...
4. Run away.Statistics: Posted by trek34 — Fri Oct 25, 2024 2:02 am
View ArticlePersonal Finance (Not Investing) • Re: Mom with alzheimers, purging, stuck on...
Sorry to hear about your mom and the impact on you. I was POA and HCPOA for my dad. I did what was necessary to keep him safe and secure, but some of those actions weighed on me because it requIred me...
View ArticleInvesting - Theory, News & General • Re: Can index funds ‘dry up’?
A side comment on a post above:Now if someone actually did attempt to buy $10 trillion of VTSAX, Vanguard would refuse the transaction. I think Vanguard states that they need to be notified of really...
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US Chapters • BH Online Meeting- "All About Life Insurance"- Tue...
Please join the Bogleheads Life Stage Chapters on Tues. October 29. 2024, at 8:00 pm ET as we host retired life insurance professional and Bogleheads favorite "Stinky" (aka Wayne) with an online...
View ArticlePersonal Finance (Not Investing) • Re: How do I create a document of...
Have a lawyer draft it for you so that it is done correctly.Statistics: Posted by rossington — Fri Oct 25, 2024 2:52 am
View ArticlePersonal Finance (Not Investing) • Re: Flying international with 3 kids under 5
On behalf of all of your potential seat neighbors, PLEASE DO NOT DO THIS. Your kids will hate it, your neighbors will hate you, and you will regret it. Pay for your relatives to visit you...
View ArticleNon-US Investing • Re: Interactive Brokers / Globally Domiciled Funds...
Thank you both for responding. Regarding the Vanguard FTSE Global All Cap Index fund I am currently invested in within a GIA account with Interactive Investor in the U.K. which is domiciled in the...
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Investing - Theory, News & General • Re: Goldman Sachs predicts 3%
Chill, save, invest, withdraw, enjoy life Statistics: Posted by LiveSimple — Sat Oct 26, 2024 3:24 am
View ArticlePersonal Finance (Not Investing) • Re: Pralana Online Released - Impressions
...it would be interesting to see if chipping at the tIRA every year beats the tax deferral.If I understand your question correctly, the answer is yes. See Managing Taxes in Retirement using the...
View ArticlePersonal Investments • Re: Newbie setting up 401k
Vfiax is all you need. Keep contributing on a consistent basis.Statistics: Posted by Sodak — Sat Oct 26, 2024 3:25 am
View ArticlePersonal Investments • Re: Making the decision to retire
I’m 61 (wife 53 and already retired). No debt, no dependents.MoneyGuide pro gives us a score of 86 with us living to nearly 100 (comfort zone is supposedly a score of 75-90).Our initial pre-Medicare...
View ArticlePersonal Investments • Re: Selling MCD stock to reinvest in Roth ira
Turns out I should have sold my mcd shares when I first posted this topic. It’s dropped 8 percent this week due to the ecoli news.Statistics: Posted by Sodak — Sat Oct 26, 2024 3:28 am
View ArticlePersonal Investments • Re: Backdoor Roth vs Taxable ?
Were the tIRA contributions entirely deducible? Only deductible contributions (pre-tax) and appreciation are allowed to be rolled over to a traditional 401(k). If you have non-deductible contributions...
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