Personal Investments • US Foods Brokerage?
My daughter was just offered a job with US Foods, just wondering if someone can tell me which Brokerage they use for their 401k?Statistics: Posted by Mr. Potter — Mon Aug 19, 2024 11:25 am — Replies 3...
View ArticlePersonal Investments • National Muni fund tax question
I know that a national muni fund is exempt from federal taxes, but would any be exempt from State tax? I am looking at a fund such as VWIUX Vanguard Inter Term Tax Exmpt fund. If I am in CA, would I...
View ArticleNon-US Investing • Put all my investments through Interactive Brokers: Risky?
I am currently invested 50% between Interactive Brokers (US T-bills mostly) & 50% through HSBC Expat (Stock ETF). Now HSBC Expat requires me to put too much money idling in low yielding savings...
View ArticlePersonal Finance (Not Investing) • Comparing Insurance - Dental Plans
I know many have determined that going out of pocket makes the most sense for dental coverage, but I'm wondering if for someone like me, who needs a lot of work in the coming year, whether it might be...
View ArticlePersonal Finance (Not Investing) • Multiple Cyber Security Contractors?
All,There have been discussions regarding the use of services that remove your social, driver’s license, etc. numbers from the dark web. 1.Other that the slight extra monthly cost, any negative or...
View ArticlePersonal Investments • Portfolio help please, moved from SIP
Hello I would like some help consolidating my accounts please. I just moved out of Schwab Intelligent Portfolio (taxable account), I will have to sell and eat a large (long term) capital gain and I...
View ArticlePersonal Investments • Help me select 403B and 457B provider for wife
My wife is just starting back at work in September. Her school district allows for contributions to a 403B and 457B plan, so in theory we could do the $23k max in each. I'm a high earner so this is...
View ArticlePersonal Investments • M1 FDIC Insurance
I keep a good chunk of my emergency savings in M1 5% HYSA. I was reading the small print on the FDIC insurance for this savings account. It makes it sound like the money isn’t insured until M1...
View ArticleNon-US Investing • [ITALY] Capital loss compensation on profit tax, possible...
Few days ago I stumbled on the topic of @Siaigi (viewtopic.php?p=7985849#p7985849) in which OP statesThe next few years I will recover with capital gains more than 50 percent of my losses-thanks to...
View ArticlePersonal Consumer Issues • Cervical Spine Surgery - Any Success Stories?
I've had issues with my cervical spine since 2003 and did have a smaller surgery (laminectomy) done in 2016 to help with a ruptured disc. That surgery was only partially successful and I've had...
View ArticlePersonal Investments • Help with Roth IRA / After-tax contributions
Age: 28, SingleState: MITax Rate: 24% federal, 6% stateDebt: 19k car loan @ 1.75%Hi All,I am trying to improve my knowledge about investing and had a few questions regarding Roth IRAs, 401K pre-tax...
View ArticlePersonal Investments • Comparison of best international funds for taxable
There has been several posts about best funds to use in taxable account. I tried to put together a summary that captures the differences between the funds with respect to a 100k investment in a...
View ArticlePersonal Consumer Issues • Garage Masonry and Foundation project questions
I have a masonry project that I wanted to hire out. It involves (1) filling some missing mortar around garage foundation and (2) a patch job to level off the garage floor so that the overhead garage...
View ArticlePersonal Investments • Vanguard accounts after transition to brokerage
Yesterday I requested that Vanguard transition both my taxable account and my IRA accounts from the traditional Mutual fund platform to the Brokerage platform. I had been delaying this for several...
View ArticlePersonal Finance (Not Investing) • Error message for Fidelity Scheduled...
I am attempting to schedule an annual recurring transactions from my CMA to Ally Bank. Each year I want to transfer 60K. The error that I am receiving is my current balance is less than 60K so I...
View ArticlePersonal Finance (Not Investing) • Turned down for promotion/raise at work :...
I'm in my early 40s, hit my FIRE number, but decided not to retire and would rather work indefinitely. I've been working very hard at my job. Long hours, going above and beyond with client requests,...
View ArticlePersonal Investments • Should I fund capital calls
When I was less wise, I invested most of my net worth in multifamily real estate syndications (private placements). This was from 2016 - 2022 or so.There were some successful exits, with a lot of...
View ArticleInvesting - Theory, News & General • VXUS International Holdings That Are...
Take a look at the top holdings of Vanguard's International ETF, VXUS: https://investor.vanguard.com/investmen ... ompositionThe top holding is TSMC.TSMC is based in Taiwan. They are listed on the...
View ArticlePersonal Investments • Difficulties Maintaining a Portfolio of Micro-cap...
In earlier posts, I asked if micro-cap value was enough different from small-cap value to justify an allocation specifically to it, see viewtopic.php?t=434358, and whether small-cap value was still a...
View ArticlePersonal Investments • Fidelity CMA 2 days early?
For those of you that have your paycheck or SS deposited directly to your Fidelity CMA account does it become available 2 days early?My local bank (Huntington) does this now but I was just preparing...
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