Personal Finance (Not Investing) • Do you regret taking a a break from work?
I'm thinking of quitting my job and taking a <1 year sabbatical. Want to use the time to travel, spend time with extended family, and maybe learn a new skill. If you've taken a sabbatical, do you...
View ArticlePersonal Investments • small business retirement plan options?
Hi folks, I'm brainstorming and hoping that someone might have some ideas for me that I haven't thought of yet.I (46M) hit my FIRE target and quit my full-time job to explore a business idea/passion...
View ArticlePersonal Finance (Not Investing) • Legal and tax focused advice forums or places
Hi Fam - hope all is doing well on NYE. I have a question: while BH is amazing but do you have specific forums you are active on that focus on legal (family, real estate, tax) and regular tax...
View ArticleInvesting - Theory, News & General • What ETF funds that track Nasdaq?
I am thinking of investing each of our Roth IRAs into a fund that tracks Nasdaq. I see that Fidelity has FNCMX, which is a mutual fund. For tax efficiency, is there an ETF equivalent within Fidelity?...
View ArticlePersonal Investments • Nary a peep from Vanguard acct transfer to Fidelity
I recently transferred my Ira from Vanguard to Fidelity. Despite having all alert notifications on, including "Initiated, in progress, and completed status messages for asset transfers", I received no...
View ArticlePersonal Finance (Not Investing) • Tax strategies for inherited ira...
In 2024 we must take a $65,000 distribution (year 1 of 10) from an inherited IRA. We also inherited some bonds in a taxable account that will throw off $30,000 in dividends, mostly of which are not...
View ArticlePersonal Investments • Question about munis in lower tax bracket
It is fairly well accepted that municipal bonds and bond. Funds are best suited for those in the higher federal tax brackets. However, I find myself the last several years right on the border between...
View ArticlePersonal Investments • Calculator or spreadsheet to track multi-year net...
Happy NYE everyone,Trying to find an online calculator or an excel spreadsheet created by someone smarter than me where I can just plug in account balances from January 1st of multiple years, the...
View ArticlePersonal Investments • Avantis Core Municipal Bond ETF (AVMU)
I was considering vanguard long term tax exempt bond fund for all of my muni bonds. Right before I lump summed into it, I found this Avantis ETF AVMU. Just looking at it, it seems to have a duration...
View ArticlePersonal Investments • Optimum retirement dates
Wishing all bogleheads a great 2024!After reviewing our finances, getting great advice from y'all and finally convincing DW that it's time to FIRE (ages 57 and DW=58), we are getting down to...
View ArticleInvesting - Theory, News & General • Social Media ‘Rich’ users?
I see people on social media (mainly in their 20s and 30s) showing off their travel pictures and expensive vehicles on platforms like Facebook, Instagram, etc talking about how much they made in...
View ArticlePersonal Consumer Issues • M570 Logitech trackball replacement or clone?
Hello. Is there a good generic replacement/clone for the M570? as its been discontinued. A clone with the exact same ergonomics.I did buy the Ergo M575 model but the ergonomics are different and its...
View ArticlePersonal Finance (Not Investing) • First Job, Inherited IRA, Back Door Roth?
College senior will graduate this June, and has a decent, well-paying job lined up. They are also blessed with a large Inherited IRA. Assume earned income for 2024 will be at least $60K (half year)....
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Personal Finance (Not Investing) • Quality of Life vs. Saving More - How much...
Hi everyone,I've been heavily debating on how much quality of life is it okay to sacrifice in hopes to save more for the future. I would love to get your thoughts on my current situation, so here you...
View ArticlePersonal Investments • Standard Financial EOY Check-Up
Hello Boglehead Community - We typically do a 1x/year check-in post to see if we are missing anything...Emergency funds: 4-6mo of expenses - 50k in Money Market Debt: Mortgage - 234K @ 2.25% (12yrs...
View ArticlePersonal Investments • Investment Income Advice For New Retiree
I’m 66 years old and recently retired from an IT job and started receiving Social Security and now have Medicare Coverage. I have the following investments and income.....- $1500 monthly from SS after...
View ArticlePersonal Finance (Not Investing) • IRS identity protection pin - executor of...
'Tis the season for updating my "death book" and a question has come up regarding the IRS ID pin.Does the executor of an estate need to have the ID pin for the dead individual in order to file a final...
View ArticleInvesting - Theory, News & General • Am I missing the big picture
Looking to get some advice as I am struggling with understanding if I am failing to look at the big picture and overall being too conservative with investing in RE. I realize this is BH but we have a...
View ArticleForum Issues and Administration • Long quotes?
Would it make sense to have a rule or guideline/suggestion against quoting massive posts, especially if they include a lot of history not needed for the response or include pictures or if the response...
View ArticleInvesting - Theory, News & General • 2024 Hedge Fund contest
Coming Soon - 2024 hedge fund contestIt’s that time of the year again, when the old year’s missteps and blunders are history (and only your investors’ problem at this point), and the New Year offers...
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