Personal Investments • Income Portfolio Discussion
All, Is there an income portfolio thread in this forum? Here is my dilemma - I am semi retired and want to generate 4+% returns from my portfolio so I can keep my capital steady and at the same time...
View ArticlePersonal Finance (Not Investing) • How should I do this particular Roth...
For the past few years I have been converting funds in a traditional (rollover) IRA to Roth funds. I'm 62 and my plan was to empty the IRA before I turn 65 and before we revert to higher income tax...
View ArticlePersonal Investments • Fidelity 401k to Roth IRA conversion
Hello all. My 401k is at Fidelity and I am slowly converting as much as I can each year into a Roth IRA at Vanguard. I have to call into Fidelity every time to do this. Each time I call they start...
View ArticlePersonal Finance (Not Investing) • VG Brokerage --> Fidelity DAF owners
I have a DAF at Vanguard and my brokerage account is at Vanguard. On 12/14 I donated shares of a highly liquid stock (CHV) to the DAF. To date, the DAF shows the contribution transaction shares but...
View ArticlePersonal Finance (Not Investing) • AirBNB - good or bad idea?
If you were moving a few hours away and owned a house in a city you anticipated moving back to one day, would it be a good idea to turn it into an AirBNB?Pluses -keep the houseUnlike a longterm...
View ArticlePersonal Investments • Possible to move funds from Treasury Direct to Vanguard?
Can I move funds from Treasury Direct to a Vanguard account rather than TD to bank to Vanguard? If so, how?Statistics: Posted by exodusing — Wed Dec 20, 2023 9:34 am — Replies 1 — Views 129
View ArticlePersonal Investments • Access to settlement fund
I do not know how to access the balance of my Vanguard settlement account (Federal Money Market Fund). I can only see it if I initiate a purchasing transaction but there must be a simpler way to see...
View ArticlePersonal Investments • Mutual Fund day of purchase value?
Hi, I'm wondering, how a Vanguard Index Mutual Fund price/value/gain/loss is calculated during the day of purchase. All funds set their price as soon as the market closes each day correct?But - say...
View ArticlePersonal Finance (Not Investing) • Losing/leaving a C Level job: advice wanted
Does anyone have any advice for losing or leaving a C Level job?I'm at the point in my career where I will leave or be forced out of my job in the next 12 to 30 months. Details below shared for...
View ArticlePersonal Consumer Issues • Making new friends 50+ ...?
Many articles about "living happy & healthy as one gets older" suggest that having connections with people is one of the key aspects.My situation - I have a best friend from when we were both in...
View ArticlePersonal Investments • Seeking inheritance advice
I recently inherited both an inherited IRA (approx $1.3M) and a non-retirement account (approx $950K). Each of these accounts has all of its funds in cash. Here is what I'm thinking to invest each of...
View ArticlePersonal Investments • Update from a once Panicked Investor
Hello BHsIt has been > 13 years since my first post (viewtopic.php?p=841008#841008) and a year since my last update. I browsed the forum a few times this year but have been reading more often...
View ArticlePersonal Consumer Issues • did you get an inheritance / gift -- impact?
I am thinking ahead to our kids as they get older, it is likely they will have an inheritance/option for significant gift and when we would do that and the impact to them.Did you receive an...
View ArticlePersonal Investments • Wisconsin 529 EdVest Question
Hello - Frequent reader of the Forum and advice is always on point. I'm considering adjusting the investment allocation of my oldest daughters 529 Plan. In diving into some of the performance details...
View ArticlePersonal Consumer Issues • Alaska recommendations
Can anyone share first-hand recommendations for vacations in Alaska? Please don't recommend cruise critic as I've spent quite a bit of time on that site. Our preferences:--Smallish ship--Opportunities...
View ArticlePersonal Consumer Issues • Chef's Table Dining: Where Available?
I'm reflecting on one of the most wonderful and special couple's celebrations ever -- my wife and I had a fantastic dinner in the kitchen of a large restaurant in Raleigh, NC. A similar experience is...
View ArticlePersonal Investments • Portfolio Review - 80YO Mom
With her permission, posting some portfolio details for the board's input. She is entirely hands off aside from receiving distributions so her portfolio has been constructed with that approach in...
View ArticlePersonal Consumer Issues • PSA: ink jet maintenance box
I've been using PCs and printers for decades, and today I learned something new (new to me, that is) which might come in handy for someone else. I'm in the middle of printing something on my Epson...
View ArticlePersonal Finance (Not Investing) • Safe haven question
[Topic is now in Personal Finance (Not Investing) - mod mkc]I'm about to do a Roth conversion. We are in the 24% federal tax bracket and this conversion keeps us in that bracket. In 2022 we...
View ArticlePersonal Investments • Too much risk in 529
I am trying very hard not to market-time but here’s my latest dilemma:I have a 529 set up especially for funding the first year, hopefully two, of private middle school for my second child (first...
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