Investing - Theory, News & General • Re: Any Bogleheads over 80% fixed...
Atticus713;I enjoyed my 101st birthday six days ago. I receive income from my Three-Fund Portfolio (50% bonds) and two SPIA annuities plus Social Security.No worries about running out of money!Best...
View ArticleInvesting - Theory, News & General • Re: [Vanguard - Unauthorized...
I added a pass phrase that I must repeat to a Vanguard rep when calling Vanguard. Turned off texts as 2 factor notification, and use Yubikeys.Statistics: Posted by fredd — Sun Feb 02, 2025 8:24 pm
View ArticlePersonal Investments • Re: Met with a CFP today.
I can't figure this out for the life of me. If I were paying someone for advice, I wouldn't go check their advice with a random internet board. And if I were going to take the time to become...
View ArticleInvesting - Theory, News & General • Re: Investing when you don't expect...
Anyone who expects tomorrow to look like yesterday, regardless of what is going, is well, fooling themselves. Make decisions based on your comfort level and go from there. If it hits the fan, whatever...
View ArticleInvesting - Theory, News & General • Re: How do people track chances to...
I just tried out the IMPORTHTML command from a few posts up and it worked on the first shot. Just pasted the formula into C3 and then filled in some ibonds in Col A and B....
View ArticlePersonal Investments • Re: Did I Make a Mistake? Opinions Please.
My 401k passed the $1million mark for the first time in December and I have become quite fond of seeing that number when I view my account.As of today the balance is $1,004,918.90. With the recent...
View ArticlePersonal Investments • Re: Pre-Tax Gov. 457B to Post Tax 457 Roth tax penalty...
Thanks for the quick replies. It gives me a broader prospective to consider. I will have to evaluate my current and future marginal tax rate, MAGI and IRR options to make a more informed...
View ArticlePersonal Consumer Issues • Re: What Movie Have You Currently Watched?
How about, Last Good Movie? It's been quite a while for me...Yes. Actually I can't remember the last movie I watched. Haven't been to a gigaplex in multiple decades.Statistics: Posted by smectym — Mon...
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Investing - Theory, News & General • Re: Vanguard says international will...
At least the dollar is bound to drop back down at some point. I hope Vanguard gets lucky and is right about this (international stocks to outperform U.S. stocks over the next 10 years by a margin of 3...
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Personal Finance (Not Investing) • Re: Urgent-Help with Serious Work Issue-...
I would love to resign by EOB tomorrow, or end of the week. I have a vacation on Feb. 12, already scheduled.Go for it. Enjoy your vacation prep week!Totally.One of the benefits of financial...
View ArticlePersonal Investments • Turbotax RMD glitch
An issue with online Turbotax RMD Input. Numerous reports including my personal issue with imputing then software accepting the amount of RMD to be reported. More specifically the software will not...
View ArticlePersonal Investments • Re: ACAT fraud with a twist - Vanguard
Fidelity informed me that there are several bank accounts open in our names as well. ...No one has been able to tell me how to locate the other accounts. They don't show up on our credit reports. I...
View ArticlePersonal Finance (Not Investing) • Re: Bank of America/Merrill Edge -...
I think the US Bank skepticsm is unfounded. If BofA has lasted this long, there's really no reason that US Bank can't also last.Statistics: Posted by tj — Mon Feb 03, 2025 8:40 pm
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Personal Finance (Not Investing) • Re: Land in Arizona-How to get rid of
There are plots that the only legal access is by helicopter. No access and no water in AZ is kind of the kiss of death.A lot of people in northern AZ have water trucked to their property.OP says no...
View ArticleNon-US Investing • Re: European Investment into American Company
...In order to avoid paying 50% taxes in Germany, the company would be willing to invest his share in an American company. I currently do not have a US company, however I do own several rentals and...
View ArticleInvesting - Theory, News & General • Re: No Tesla and Meta in Factor...
An off-topic post was removed. This thread has run its course and is locked (other people). See: Non-actionable or Trolling TopicsIf readers can't do anything with the content of a topic other than...
View ArticleInvesting - Theory, News & General • Re: Question about US cost basis...
I’d imagine it would vary based on whether you are a US and/or Canadian citizen and possibly your resident status at the time of your move. My recollection is hazy but as I recall, when you are...
View ArticlePersonal Investments • Re: FPXTX
Would I be better off in a traditional total bond market fund and just pay the taxes?tax equivalent yield calculator:https://www.eatonvance.com/tax-equivale ......
View ArticlePersonal Finance (Not Investing) • Re: How difficult is tax return in year of...
Then everything else is our joint accounts that I am now the sole account holder for.I know I'll then need to file a 1041 but I'll tackle that after I get the 1040 submitted as I have more time.my...
View ArticlePersonal Investments • Re: Get Out of Bond Funds
...I ask: What has happened in the last five years, and what do I expect in the next five? Over the past five years, money market funds (VMRXX) have outperformed most long- and short-term bond funds...
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