Personal Finance (Not Investing) • Convert K-1 pdf to txf format for TT import?
I have a K-1 in .pdf format that I need to convert to .txf format to import into Turbo Tax. Can anyone suggest a safe and accurate conversion software source/method to effect such a conversion? Also,...
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Non-US Investing • Austrian resident - seeking feedback on first...
Dear Bogleheads,I am so happy to have found this community. The amount and quality of information is impressive, as well as how generously people are sharing their knowledge and experience. Thank you...
View ArticlePersonal Finance (Not Investing) • Question about HSA (Health Savings Account)
I and my friend were in a clinic and we had to pay cash or debit card to get a discount. So we both received services I forgot my debit card so my friend paid for my expense also which was like $250...
View ArticlePersonal Finance (Not Investing) • New rules and doing a for sale by owner-...
Considering selling my house by owner - market is fairly strong where we live with limited inventory in our 300-400K price range. In no rush as we are moving across town and can swing buying new place...
View ArticlePersonal Finance (Not Investing) • Trusts and Estate Taxes
I hope that this post is not "too much in the weeds".My and my wife's combined assets are definitely far below the expected 2026 estate tax exemption limit of $5 million. I just want to make sure that...
View ArticlePersonal Finance (Not Investing) • fido cma sms notifications
I'm trying out fido's cma, I enabled sms credit and debit alerts. My cma shows this morning I received 4 trial deposits (as I'm linking 2 accounts to it), 1 deposit from another bank, 2 withdrawals...
View ArticlePersonal Investments • Portfolio Anchor: IVV vs ITOT
I have read the back pages of this forum on similar topics but still want to throw out a simple question.First. I have an employer supported 401k through American Funds. Boo. I hate it. Not much I can...
View ArticlePersonal Consumer Issues • Honda SUV replacement w/CD Player
Alright. Go easy on me. I'm old and weird and I like listening to CD's in the car. Problem. Extremely hard to find new SUV's that include the built in CD player. I've looked online. A few articles...
View ArticlePersonal Investments • Is it more tax efficient to hold total stock than...
Is it more tax efficient to hold total stock than sp500 in taxable account ?Does sp500 generate more dividends since bigger cap companies tend to give out more dividends?Does sp500 generate more...
View ArticlePersonal Finance (Not Investing) • Green Dot Bank with Debit Card
I follow personal finance pretty closely, but never saw Green Dot Bank before today. It was mentioned on another post. From what I can see, they rebate 2% of "online purchases". Will this work for...
View ArticlePersonal Consumer Issues • Kohler vs generac generator
We are thinking about installing a home generator.Our house is 2500 square ft. We have natural gas. We live in coastal Georgia.Any suggestions?Statistics: Posted by JBSjr — Tue Aug 13, 2024 10:41 am —...
View ArticlePersonal Finance (Not Investing) • Auto insurance with a teenager
Our teenager just got their license and the fun begins. The premium doubled from 1500 to 3k for 6 mo. We weren't prepared for this. We do carry high limits: 250/500/100k. What should be my approach to...
View ArticlePersonal Finance (Not Investing) • ACA for short term
Daughter's health insurance from her school runs out in a week. She has a job offer that offers health insurance, but she won't be starting until mid-September. Her current health plan cannot be...
View ArticleInvesting - Theory, News & General • Tax withholding - redeeming I-Bonds
When redeeming I-Bonds (held in electronic form at Treasury Direct) how does one have Federal taxes withheld?Thank you.Statistics: Posted by friar1610 — Wed Aug 14, 2024 9:05 am — Replies 3 — Views 179
View ArticleInvesting - Theory, News & General • Why all the IRMAA angst?
I am honestly confused by all the angst towards IRMAA "penalties" (actually brackets) displayed on this board.I fully understand that the implementation includes steps and that some planning to avoid...
View ArticleInvesting - Theory, News & General • Betting on the Equity Risk Premium...
Hello all,Markets are up, so it's time to talk about leveraged investing again. I would like to test out a framework for thinking about leveraged investing as betting on the equity risk premium. This...
View ArticlePersonal Consumer Issues • Anyone have problems getting decent medical...
I have to file for medical expenses for my FSA. However, a lot of the receipt I get from the vendor are pretty crappy. When I file them, I get a notice that it must list the patient, date, of service,...
View ArticlePersonal Investments • Vanguard dividend notifications
Notifications similar to transaction activity would be a useful feature. I have poked around, without success, the Vanguard site trying to find notification settings for dividend activity. Etrade had...
View ArticleInvesting - Theory, News & General • Salim Ramji Interview
Hi all, Financial advisor/planner Allan Roth, a card-carrying Boglehead and former Bogle Center Treasurer/board member, conducted a worthwhile interview with new Vanguard CEO Salim Ramji....
View ArticlePersonal Investments • Practicality of holding same fund in Roth and taxable
Hello,I hold a fund in taxable that I would also like to hold in Roth (exact same fund). I invest once monthly and my Roth contribution in January is about equal to my monthly taxable contribution, so...
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