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Non-US Investing • Legacy platform retiring end 2025 - unknown impact on NRA's
I will update, when I recieve an answer. Did any NRA's recieve this email? ThanksNothing here so far. Thank you for taking the initiative on this. Let's see what Vanguard say.Statistics: Posted by...
View ArticleInvesting - Theory, News & General • Expectancy of selling options
C,Clearly you don't like the term selling insurance. Fine.Please explain why a put is purchased?If you are referring to my post - what terms I like or don't like is quite irrelevant to my investment...
View ArticlePersonal Finance (Not Investing) • Interior designer for kitchen?
Depends on what you want to do. If it is a basic overhaul you don't want high end custom cabinetry and tear out walls you can go to Lowes or Home Depot and/or get multiple estimates. I redid my...
View ArticlePersonal Consumer Issues • Honeymoon to Italy and Slovenia -- Advice Please!
Hi fellow Bogleheads,My wife (who's half-Italian) and I are planning a 21-day trip to Italy and Slovenia this fall. We're targeting a departure around October 19th and love exploring new cities on...
View ArticleNon-US Investing • UK : Using 30 day wash rule to my advantage before moving...
In any case, If you sell an asset and buy back the same within 30 days in UK in a taxable account, there is certainly no capital gains tax in the UK, am I right ?Yes. From abrdn:However, the rules can...
View ArticleInvesting - Theory, News & General • Wes Gray Investment Philosophy
Apparently he´s 50% in "managed futures" and I dont even know what that is nor am I too keen to find out :/Statistics: Posted by bendix — Wed Jun 05, 2024 3:09 am — Replies 11 — Views 1260
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Investing - Theory, News & General • Modified versions of HFEA with ITT...
I recently added both CAOS (new ETF version of AVOLX) and managed futures (KMLM, DBMF, AHLT, CTA) in equal proportions.All by leverage, financed by box spreads, on top of existing portfolio (mostly...
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Investing - Theory, News & General • Can deferred income annuities (DIA)...
For those interested in reading how the calculations have been done…Annuity payout ratesFemale mortality statistics have been drawn from https://mort.soa.org/ViewTable.aspx?&TableIdentity=2586 (I...
View ArticlePersonal Consumer Issues • Weighing credit card/lounge access options
It seems you are mainly flying domestic. And it seems your travels take you across all sorts of airports which are known to be hubs by all sorts of different airlines, so getting an airline specific...
View ArticlePersonal Investments • Mutual fund to and ETF?
I went to exclusively etfs years ago for ease of transfer between accounts and this has added thousands of dollars to my portfolio through transfer bonuses: viewtopic.php?t=196884Statistics: Posted by...
View ArticlePersonal Investments • Best time of year to pull IRA RMD's?
Couple of other ideas/things to consider when taking RMDs (as I'm working on my Dad's right now):If the brokerage holding/servicing the IRA withholds state/federal tax (at the account holder's request...
View ArticleInvesting - Theory, News & General • Can vanguard force transition to...
A carrot is almost always better than a stick. There is really nothing - for me - that is "better" on the brokerage platform than on the mutual funds platform... other than a few things that stopped...
View ArticlePersonal Consumer Issues • Bird watchers – what birds are you seeing?
I've been enjoying the robins hunting for worms and grubs in in our lawn this year. Also, have seen a few bluejays make an appearance. I'm also a fan of the common grackles, crows, house finches,...
View ArticleInvesting - Theory, News & General • Now that long TIPS yields have...
Apologize if I'm asking a question that has been answered in this thread previously. I'm interested in adding more inflation protection to my fixed income portfolio. Historically, I built out 10 year...
View ArticlePersonal Finance (Not Investing) • Proposed new wiki page: Retirement...
Optimizing for heirs often goes hand in hand with having more "unavoidable" income than expenses. For that we have articles such as Roth conversion, Tax-efficient fund placement, etc.Here's how I see...
View ArticlePersonal Consumer Issues • booking a kaiseki restaurant through pocket...
We are taking a friend to Kyoto in August. She wants to try a Kaiseki restaurant. When we went several years ago, we were able to ask our hotel to reserve a place two months in advance. This time...
View ArticleInvesting - Theory, News & General • SOXX
SOXX Semiconductor ETF. A good buy and hold or a fad?Top holding is NVIDIA which is pushing ALL tech higher. What happens if NVIDIA goes lower?Statistics: Posted by retireIn2020 — Thu Jun 06, 2024...
View ArticleInvesting - Theory, News & General • What is the Most You Would keep in...
Based on these assumptions:-Fixed income = bonds, cash, I/EE bonds, CD, HYSA, MM funds -No pension -Age 45; retirement in 10 years Please express the amount as a multiple of annual expenses. So for...
View ArticlePersonal Investments • Tax Question regarding taxable accounts
How does one calculate the cost basis of various mutual fund shares in taxable accounts when you liquidate them during retirement?We have been doing weekly investments into various mutual funds for...
View ArticleInvesting - Theory, News & General • Purchasing MYGAs (multi year...
I am considering my first MYGA in California since I want to lock in an attractive rate now before any Fed rate decreases later. An agent I have dealt with in the past, presented an option from...
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