Personal Consumer Issues • [What TV Show Have You Recently Watched?]
I don't think so, you can search this thread for more info.Statistics: Posted by LadyGeek — Sun Dec 29, 2024 1:47 pm — Replies 6743 — Views 860457
View ArticlePersonal Finance (Not Investing) • Terminating LLC: How to deal with new BOI...
Another good article on companies terminating in 2024 and the BOI requirements (changes to deadline dates notwithstanding).https://www.gtlaw.com/en/insights/2024/ ... 0is%20due.Statistics: Posted by...
View ArticlePersonal Finance (Not Investing) • Retirement per city
I very much appreciate Bogleheads and I’ve learnt and used the information here to great advantage. Thank you. But threads like this makes me depressed and I feel the need to share my situation to...
View ArticlePersonal Investments • Where to find average cost basis now that it's no...
Yes, after some research I see that was incorrect.As others have mentioned above if you go to portfolio>cost basis on the website does yours show the average share cost on the top line next to...
View ArticlePersonal Finance (Not Investing) • Medicare premiums deducted from SS...
You will end up with a duplicate payment for the month of January. However, they will issue a check to refund your money within the next quarter as they only issue refund checks quarterly.Thanks, yes,...
View ArticlePersonal Investments • Too Late to do a 2024 Roth Conversion @ Vanguard (12/30)?
Just doing this for a relative... Yes too late - The process takes days or longer depending what you want to do.Several days to sweep partial ETF shares to settlement (suspect this is slower due to...
View ArticlePersonal Finance (Not Investing) • When did you stop claiming kids on taxes?
He started paying his own expenses 100% last June, so right at the 6 month mark. Yes, it is cut and dried on the “ checklist “ just seeing what others have done, especially pertaining to 2024.He...
View ArticleInvesting - Theory, News & General • Larry Swedroe says Total US and...
Market beta is not enough diversification and it’s really only on Bogleheads where this is a controversial statement.Statistics: Posted by CletusCaddy — Mon Dec 30, 2024 1:48 pm — Replies 2 — Views 271
View ArticlePersonal Investments • Teacher 10 year check up ( NYS)
Op here. Now that I am not using the traditional 457 and 403b to lower my magi to use the Roth IRA what would be a sensible Roth/traditional mix for the 457/403. I’m tempted to go 50/50 but also...
View ArticlePersonal Investments • Diversification/Tax Math Help
It's simply the risk divided by the number of independent stocks as a ball park estimate.Thanks, your explanation was excellent! I appreciate your time and input!If you have an 8% mortgage and are...
View ArticlePersonal Finance (Not Investing) • Quicken Sale
That's a good price.But I am curious to know what the expiration date on the Key Card says.Probably on the bottom of the card.My Quicken does not expire until September, so if the expiration date far...
View ArticlePersonal Investments • Sales Fees on Mutual Fund during Transfer of Assets...
Can you transfer the funds "in kind" so there is no sale?RMI can but don't want to go that route. I am moving to 3 fund portfolio and had planned to reinvest proceeds from sale of MFs to 3 funds....
View ArticleInvesting - Theory, News & General • International (Non-US) versus US...
Certainly, QE is a factor. But it's one of many. It's a symptom of a broader mindset of how to run an economy, rather than just some isolated top-down choices made here and there.1) To what do “you”...
View ArticlePersonal Investments • Get in your free EOY VG free Trades :-)
Does VG send 1099-DIV or -INT for VUSXX?Everything will be on the consolidated brokerage statement - late January or February depending on what the holdings are. Fund dividends are on the DIV combined...
View ArticlePersonal Investments • Moving a 5304 SIMPLE IRA
Hello,My employer has a 5304 Simple IRA plan that's been going to an account at Edward Jones, which has not been going too great investment wise.(5 years performance on a high risk equity only being...
View ArticlePersonal Investments • Advice On Vanguard Brokerage Account Web Use
I access the Vanguard website for my 401k and also a brokerage account.On the 401k page I’m able to access the old version of the site but I can’t remember if it’s the same for the brokerage...
View ArticlePersonal Finance (Not Investing) • TLH Mistake [Tax Loss Harvesting]
Thanks to both for the clear explanation. Live and learn.Amazing thread link, Livesoft. Thank you. So say the loss per share was $5, and the amount of shares repurchased in my IRA with the dividend is...
View ArticlePersonal Consumer Issues • Help us decide tonight: Kia Sportage or Suburu...
Forester +1Read up on Kia engine problems. 50-60k miles.Never recommending a Kia or Hyundai. Yes, the original owner has a 10 year warranty. Doesn't do much good waiting for a new engine.Statistics:...
View ArticlePersonal Investments • Question for 73 F single any Tax savings?
Personally, owning a home that she would need to pay for, pay taxes, maintain interior and exterior much less land... would be a non-starter for anyone her age IMO. I'm younger, and taking on any more...
View ArticleInvesting - Theory, News & General • 70/30 vs 60/40, and rebalancing
Great question. The real problem is if you rebalance quarterly and the market takes 18 months to fall 50%, revealing that 1: Timing the market is critical in this thought experiment, and2: Timing the...
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