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US Chapters • BH Online Meeting- "All About Annuities"- Tue June 4,...
Please join the Bogleheads Life Stage Chapters on Tues. June 4, 2024, at 8:00 pm ET as we host retired life insurance professional and Bogleheads favorite "Stinky" (aka Wayne) with an online...
View ArticlePersonal Investments • Competing Roth IRAs
Does anyone who manages their spouses Roth IRA tilt differently in each to hedge bets on the future? My wife and I are 39, and both roths are currently invested in 70% FSKAX / 30% FTIHX. I’m...
View ArticlePersonal Investments • my experience so far setting up Fidelity CMA
Last Friday (I think) I opened a Fidelity CMA. I already had my Roth and a rollover tIRA with them. For years I've been maintaining a HYSA and a checking accout at Ally, plus a local checking account...
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Personal Investments • Accomodating 2 DFA funds in my AA with index ETFs
I used to be with an advisor who invested in DFA funds, but as I got more comfortable with investing, I decided to DIY and ended the advisor relationship. I had transferred those DFA funds over and...
View ArticlePersonal Investments • Advise to 30 year old
30 year old married no children3 million windfall to invest untouched for 30 yearsThoughts for investments to consider?Thank youStatistics: Posted by Gasman082890 — Tue May 07, 2024 6:30 pm — Replies...
View ArticlePersonal Finance (Not Investing) • Finding Good Advice: Complicated...
Looking for sources of solid advice for complicated scenario involving COBRA, Medicare, former and future EGHP, and other issues.Assume this will require a professional salesperson or insurance...
View ArticlePersonal Finance (Not Investing) • accounting help
I am trying to calculate some back taxes owed - not including any interest or penalties.I donated 45,000 but the IRS is only allowing 10,000.I calculate that 45,000 x fed rate (at the time) of 39.6% =...
View ArticlePersonal Finance (Not Investing) • How much can I contribute to the HSA of...
Both my spouse and I were under an HDHP at the beginning of the year.At the end of March, I dropped my plan due to job switch and joined my spouse's plan as a dependency.In this case, how much can we...
View ArticlePersonal Consumer Issues • Chase limits on charge cards
I thought that Chase had restrictions that were something like no more than X charge cards opened within the past 4 (?) years.We were hoping to have DH sign up for a new Chase card using a "referral"...
View ArticlePersonal Finance (Not Investing) • Reporter doing story - If you have a will,...
From Tammy LaGorce of the New York Times:I’m a reporter with the Business section of The New York Times. For our Retiring column, I’m talking with people who are figuring out or have figured out...
View ArticlePersonal Finance (Not Investing) • IRS Pulled money from my checking with no...
I filed my federal taxes on time, as I always do. Got a small refund. A month later, without explanation, the IRS pulled 64 dollars from my checking account. Has anyone had this happen? I have not...
View ArticlePersonal Investments • Whole Life Insurance Policy
My mother has a single payment whole life insurance policy. Cash value around 220,000, she is 89 and in good health is it possible to rollover the policy into possibly an annuity without being taxed?....
View ArticleForum Issues and Administration • What direction will Bogleheads.org take?
I've always found Bogleheads.org to be a wealth of information about passive index stock investing. It gives a different perspective of investing and I thank the community and administration for...
View ArticlePersonal Finance (Not Investing) • new cell phone v repair existing phone
My wife made homemade crumbly dog treats for our 6 month old Malshi. I placed the treats in my pocket along with my cell phone. That night I tried to plug in the charger, but the phone would not...
View ArticlePersonal Finance (Not Investing) • filing an amended 1040-x for 2023:...
Hello all,I had filed our taxes before the April 15 deadline (April 6, 2024 to be precise; status: married filing jointly; our age ~42 years) we already received the tax refund for 2024, 3 weeks...
View ArticlePersonal Finance (Not Investing) • Borrowing to Bootstrap Small Business:...
Hey everyone, good afternoon. A couple of finance professionals and I are starting our own investment management firm. There are not insignificant startup costs--primarily legal and compliance--and...
View ArticlePersonal Investments • Pension decision coming soon
I have been following this forum for many years, and have been very grateful for the generosity of the members in sharing their experiences and insights…thank you!I have a question regarding my own...
View ArticlePersonal Finance (Not Investing) • Retirement plan won't issue a correct...
Hi, I hope I can ask here for some general advice on how to handle this. I'm trying to rollover my balance from a prior employer's 401k plan (through OneAmerica) into my current employer's plan. My...
View ArticlePersonal Investments • How long to wait after reverse rollover, before...
Hopefully a pretty simple question here. Have been doing Mega Backdoor Roth 401K for some years now which, because it comes out of paycheck into Megacorp 401k plan, doesn't cause any issues with the...
View ArticleInvesting - Theory, News & General • Cash + VTI
What about a 5% cash, 95% VTI portfolio? You hold cash to sleep better at night and let the rest ride it out.....Statistics: Posted by adave — Wed May 08, 2024 5:55 pm — Replies 14 — Views 798
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