Personal Investments • Rollover HSA to Fidelity HSA from current job - is...
I'd like to roll over my HSA from my current employer a Fidelity HSA, but still keep the employer HSA open and active.If I keep say $100 in my current HSA, would it still remain open so my employer...
View ArticlePersonal Investments • Cash balance pension plan
Anyone have a clue about this? In October 2021 I left a company where one of the benefits they had was a cash balance pension plan. I recently checked my statements and I see no contributions for 2021...
View ArticlePersonal Investments • Portfolio review - Age 44
I preemptively apologize, and this is my first post and I want to plan for my retirement, and I want to put myself on path to more comfortable retirement. I am not very good at it, but I am trying to...
View ArticleInvesting - Theory, News & General • SEC Approves 11 spot price Bitcoin ETFs
US SEC approves 11 spot bitcoin ETFsWill the forum rule change in regards to Bitcoin discussions vs. Crypto in general? The SEC also gave a huge warning about Bitcoin's negative aspects, so it's an...
View ArticlePersonal Finance (Not Investing) • Please double check I'm maxing all...
Hello, Can anyone take a look and make sure that I'm using all the accounts I can for retirement. The reason I ask is that I had a Vanguard rep and I asked this question a few years ago and they...
View ArticlePersonal Investments • Are You Holding MGK in Tax-Advantaged Account?
Are you pleased with it, in comparison to the major indices?Why do you like / not like it as a core holding? Their numbers are great but it is very tech heavy. That sits in the back of my mind. Thanks...
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Personal Investments • An unintended visit from "Aunt IRMAA"?
Hi friends, I think we may have unintentionally exceeded our goals for 2023 mAGI as shown below (did not want to exceed standard IRMAA limits). Can I put money into my tIRA to reduce my mAGI at this...
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Personal Investments • Change in Vanguard Fund Managers
I transferred all of my Vanguard IRA assets to FIDO, but was able to keep the Vanguard Funds. Was bumbling around on some financial sites ( can't recall where, being 70 and senile ). I found...
View ArticlePersonal Investments • Can I make 2023 Roth IRA contributions now?
[Moved into a new thread from: Rolling T-IRA into 401k --admin LadyGeek]Follow up to this:Issue: I want to make 2023 (before tax deadline) now and 2024 roth IRA contributions at some point this year....
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Non-US Investing • Seeking advice: International Brokerage firms that accept...
Hello.I am a 26 year old living in Nigeria and want to get started investing in index funds (domiciled in Ireland). However, all the firms (e.g Trading212, Interative Brokers, Charles Schwab...
View ArticlePersonal Finance (Not Investing) • Ally "invest with us" offer
Received an email promo from Ally offering a bonus if you start an investment account with them and wanted to get the collective's thoughts/opinions on if it would be worth the hassle/how much of a...
View ArticlePersonal Investments • 401K Options Not Great - Need Advice!
Would love some insight/advice on which investments to choose for my 401k. I feel like my employer (through TIAA) has limited options. I work in higher education and in five years they do a 2 to 1...
View ArticlePersonal Finance (Not Investing) • First time buying treasuries at Fidelity
Hi, friends, I expect that my property tax bill in 2024 will be slightly less than $6,000. Is it safe and liquid for me to purchase $6,000 worth of UNITED STATES TREAS BILLS ZERO CPN 0.00000%...
View ArticlePersonal Investments • Already retired!
Hi all,Currently have 2M invested by manager who only charges 0.7 of 1%. Have two homes each worth about 1.8 M. Summer home has many expenses but no mortgage. My kids adore this house. Winter house...
View ArticlePersonal Investments • Mass Mutual LTC Policy: Premium Increases + Exit from...
Sorry for another one of those "should I continue my traditional LTC insurance policy" questions.The premium increase in my state was 33% (after several years of no premium increases). I already...
View ArticlePersonal Investments • Fund Roth with combination Spousal Income and Own Income?
My husband and I will retire soon. My husband will earn enough to completely fund his own Roth ($8,000) but not enough to completely fund a spousal Roth ($4,000). However, I will have some earnings to...
View ArticlePersonal Investments • V'grd Investors - Anyone Calc Their Own Avg Cost Basis
The default method for basis calculation and reporting used by Vanguard is average cost - does anyone calculate their own average cost basis for a bond investment as a double check ?Statistics: Posted...
View ArticlePersonal Investments • Parents condo purchase
Hello, I need advice from experienced real estate investors please.I need to find a place for my parents to leave till the end of the lives, and we are in Arizona.I own a house that is currently in...
View ArticlePersonal Consumer Issues • Good quality Air Compressor for car and bike...
Can anyone recommend an AC portable air compressor for use around the house / garage to inflate care tires, bike tires, riding lawn mower tires, etc? No desire for it to be battery powered or have an...
View ArticleSpain • IWDA to EUNA - thoughts?
Hi,Apparently due to EU regulations or fees associated with the Milan Exchange, Degiro does not allow any further trades of IWDA.The alternative is to trade in EUNA.As far as I understand they...
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