Personal Consumer Issues • Anything Besides Facebook Marketplace? Sell...
Besides Facebook marketplace, are there any other good websites to sell unwanted stuff around the house?Trying to de-clutter and do a cleaning around the house.Statistics: Posted by teelainen — Thu...
View ArticleInvesting - Theory, News & General • Vanguard website issues
For the past two days, I've been getting this message:Welcome back,We are unable to display this page content right now. Please refresh in a few minutes.Some things show up while others aren't...
View ArticlePersonal Finance (Not Investing) • Ameriprise Transfer Out (How long?)
A family member put in a request with Fidelity to transfer out from Ameriprise last night. Apparently Ameriprise got the request today and the advisor called at least twice to talk about it. I wasn't...
View ArticlePersonal Investments • Fix IRA contribution (over income limit)
So, last year I started a ROTH IRA, but because I make over the allowable income limit 8 had to first contribute the money to a non deductible IRA and then convert it. (Must I say this is ridiculous)...
View ArticlePersonal Consumer Issues • Advice for Miami and Keys Trip?
We are considering taking our daughter (9 years old) to the beach and snorkeling in March, and was considering Miami Beach and the Keys. Would love some advice on where to stay and how best to plan...
View ArticlePersonal Investments • Portfolio advice for an aspiring Boglehead
Hello, I am new to the forums as of last week where a burning question about back door Roth and pro rata led me to bogleheads. Over the last few years, I have been moving my investments out of...
View ArticlePersonal Consumer Issues • Lowest cost mortgage lender to use for VA Loans?...
Tried two brokers and didn't get anywhere. Tried some traditional lenders, just wondering if anyone can recommend oneStatistics: Posted by Nutaboutgolf — Thu Jan 25, 2024 7:20 pm — Replies 3 — Views 145
View ArticlePersonal Finance (Not Investing) • Once you have enough to retire, how do you...
Most of the books and materials seem focused on how to get to FI/retirement. Where are the books with the next chapters that explain how and when to sell your securities in order to pay yourself?I'm...
View ArticlePersonal Finance (Not Investing) • 709 question
My wife and I sold a house in 2022 and had enough gains that we were able to quasi-superfund our two young kids’ 529 plans. We had to file a 709 last year to spread the payment over 5 years. $160k (or...
View ArticlePersonal Finance (Not Investing) • My Investment income is too low? (Turbotax)
Hi not sure if anyone has run into this on Turbotax or if I'm missing something, my net investment income shows as +20K after entering:+1K in interest income (banks)-48K in capital loss (from selling...
View ArticlePersonal Investments • Backdoor Roth Challenges at Merrill Edge
Hi all,Merrill Edge doesn't allow true only backdoor conversions (you have to fill out a docusign form and then submit it and then they do it on the backend) but its never caused me a problem before....
View ArticlePersonal Finance (Not Investing) • Rental car accident - Gap between Rental...
I had an deer-related accident with a rental car. Unfortunately, I had booked it on a credit card where I thought I had a rental car protection but did not. [It turned out that other cards by this...
View ArticleInvesting - Theory, News & General • Looking for concentrated large cap...
I'm using portfolio visualizer match factor exposure to help those with the active management belief. Many of the TR Price funds sit 50% or more on the large cap blend box of the Morningstar style...
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Personal Investments • Portfolio Review - 30 year old - practiced saver, new...
Hello Bogleheads, I am new to the forum but was excited to find this community and to learn about the Boglehead philosophy in the past year. I would appreciate a portfolio review and any feedback!...
View ArticlePersonal Investments • Best way to invest monthly rental income
Hello,I am not much into stocks or index funds investing except for my employer’s 401k plan that runs in an auto pilot mode. I do manage some rental real estate needless to say it’s not really passive...
View ArticlePersonal Finance (Not Investing) • California State Income Tax Brackets 2024
I have personal tax rate calculator and for that I need to find out new slabs for year 2024. I can find out the Federal tax slabs easily from IRS and tons of websites but for CA state not able to get...
View ArticlePersonal Investments • Roth IRA withdrawal by mistake on same year
Hi,I made a contribution to a Roth IRA on 9/4/23 for the amount of $6500, later on 9/12/23 I transferred $4000 from my Roth IRA account to my regular investment account by mistake, and did not realize...
View ArticlePersonal Investments • TurboTax form 8606 for Nondeductible IRA
I have nondeductible contributions mingled with my IRA and now taking my RMD. it is kind of a mess but it can be calculated. The last two years TurboTax did a beautiful job. This time not so much....
View ArticlePersonal Investments • ? About 1099-nec
So I’m a salesman , I receive a base salary plus commission , base paid weekly and commission monthly .In the past I have received 2000.00 a month not taxed as “ expense “ checkI would give off...
View ArticlePersonal Finance (Not Investing) • Can I use both Dependt Care FSA and claim...
Background: I am married filing jointly with my wife. We have 2 kids in two separate daycare. We both have Dependent care FSA through our jobs and we contributed a total of $5000 between us. We...
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