Personal Investments • Re: Variable annuity
Thanks all. I think I understand. Basically it is a bunch of mutual funds and some sort of insurance product. The particular two we have are no longer on their website- must be really old. One was...
View ArticleNon-US Investing • What is the "right" way for a US expat to sign...
I am a US citizen living/working abroad in Norway. I would like to sign up for IBKR for moving money between countries and for investing in US ETFs. I am a little confused about the right way to do...
View ArticleInvesting - Theory, News & General • Are the Boglehead books timeless in...
TLDR - do the Boglehead associated/published books still stand the test of time? In some cases books are a decade to 15 yrs old so wondering if they still offer the most current wisdomJust started...
View ArticlePersonal Finance (Not Investing) • Re: W4 Withholding - one spouse makes more...
You have received excellent advice regarding your options for correcting your current withholding shortfall for 2024. I wanted to address your general question about how to set up your W-4 for future...
View ArticleInvesting - Theory, News & General • Re: Are the Boglehead books timeless...
For something like The Bogleheads Guide to Investing or the Bogleheads Guide to the Three-Fund Portfolio, absolutely those principles are pretty timeless. I haven't read the books myself but...
View ArticleNon-US Investing • Re: Which equity indices are relevant for building a...
I think the most typical setup is:* VTI (Total US Stock Market)* VXUS (Total Intl Stock Market) - guidance is no less than 20% and no more than 40%* BND (Total US Bond Market) or similar fixed income....
View ArticleNon-US Investing • Re: What is the "right" way for a US expat to...
So, what is the right thing to do here? Should I submit my US address with EU employer for the IBKR Lite plan? Will this lock me out of trading US ETFs?If they recognize you at resident in Norway, yes...
View ArticleInvesting - Theory, News & General • Re: Testing Fidelity's Lockdown Mode...
Is it possible to do an ACH "pull" transaction from another bank directly from a Fidelity brokerage account?YesStatistics: Posted by ssel — Mon Oct 28, 2024 1:31 am
View ArticlePersonal Consumer Issues • Re: Should I be concerned about buying a...
I might be the only person on the planet who doesn't know what Stellantis is. What is it?Your not the only person…I’ve never heard of Stellantis and I own a RAM pickup.Statistics: Posted by jcpct —...
View ArticlePersonal Finance (Not Investing) • Re: rent vs buy again
The thing about most analysis of buy versus rent on the time factor is they will say renting is cheaper if you stay less than X years due to closing costs, etc. The problem with that is even if it...
View ArticleInvesting - Theory, News & General • Re: Treasury Direct e-mail:...
The phrase "purchase limit" is used 23 times on this page already, but actually does not appear in the code linked above § 363.52. Instead, the word "acquire" is used.Code: (a) The principal amount of...
View ArticlePersonal Finance (Not Investing) • Re: Has my titanium Apple Card expired?
I happened to remember this thread when I was posting about my Apple card in another thread just now.My titanium card still works, even though the expiration date shown in the Apple Wallet app is...
View ArticlePersonal Finance (Not Investing) • Re: how much do you think you need to retire?
It occurred to me how fluid one’s retirement number can be. About 15 years ago, I recall creating a budget based up $10K a month. A few years later, I changed it to $14K a month. Now retired, our...
View ArticlePersonal Investments • Re: Portfolio Review for Widow in Mid-40s
Is she possibly also vested in a WA retirement system? (5 years in PERS/TRS/LEOFF, etc). As if she has WSIB TAP, that is usually tied into some kind of pension as well, small though it might be, and...
View ArticlePersonal Investments • Re: Moving Portfolio from Fiduciary Manager to...
invest4 provided some very good information, but I wouldn’t recommend you be 100% in stocks. Being in your late 20s, I would recommend 100% stocks in your retirement accounts. Once you are 15-20 years...
View ArticleNon-US Chapters • Re: Swiss Bogleheads Local Chapter Established
Revival of thread made me think maybe this is the place to ask:For those of you in CH with US citizenship… Have you found a good vested benefits account (Freizugigkeitskonto) that allows self-directed...
View ArticlePersonal Finance (Not Investing) • Re: Anybody working for the same employer...
Long time same company different projects… newer resources make it sometimes interesting or some times not practical or do not have a business basics.. but they come up with new ideas…Every Friday...
View ArticlePersonal Investments • Re: Mega Roth Approaching yearly limits
With my plan, YES, you have to stop the after-tax contribution or they will keep taking it out and it will take away from what can be put in traditional and match. With my plan, I have to change the...
View ArticleInvesting - Theory, News & General • Re: Using Best-In-Class ETFs to...
No need to many exotic coffee powder then mix it to get your blend, just get the blend you like and be happy… this is broker advantageous not sure how you benefit..Keep it simple, simplicity is...
View ArticlePersonal Finance (Not Investing) • Re: Wells Fargo Online Banking error
Glad it got resolved. I tried opening a checking account online to start the bonus "run" but that failed since the system was not able to verify my identity. Later, got a letter in the mail saying it...
View Article