Personal Investments • State specific muni Bonds & money market (NY)
Hi All,I currently live in NY and will be moving to NJ soon and am in the 35% tax bracket. 1. I was reading some past posts about taxes on muni funds i.e....
View ArticleNon-US Investing • Big saver starting to invest
Hello fellow investors,This is my first post in the Boglehead forum.After reading Jack Bogle's Little Book of Common Sense Investing and a few value investing books from Greenblatt, Lynch, Graham,...
View ArticlePersonal Finance (Not Investing) • Fidelity one-stop - backup option for...
I consolidated everything with Fidelity, which has been mostly great.However there are occasional situations where a check is needed - for example I just had a frustrating experience trying to pay for...
View ArticlePersonal Finance (Not Investing) • Why not convert all my funds to ETFs?
Can someone help me understand what I must be missing…The ETFs for a boglehead 3 fund portfolio all have a lower ER than their corresponding admiral mutual funds. Granted the ER for them all are so...
View ArticlePersonal Investments • Portifolio Review
Hi all. I’m new to this forum, in fact this is the first time I have posted on any forum. I think I am getting a bit over my head in managing these funds and am looking for some advice and/or...
View ArticlePersonal Investments • International Value - fund or ETF selection
For International Value allocation, which fund or ETF would be recommended for this category?Having access to Vanguard and Fidelity, I'm considering VTRIX, AVIV, or DFIVAre they similarly tax...
View ArticlePersonal Finance (Not Investing) • Medicare: Medicare Advantage to Medicare...
I turn 65 in May and will be eligible to enroll in Medicare.Currently with Kaiser Permanente through Obamacare.Because of long time medical history with Kaiser and a current medical condition that...
View ArticlePersonal Finance (Not Investing) • Medical condition: Guaranteed Issue term...
This is specifically regarding term life polices, not whole or universal life products.If a person has a medical condition that for the sake of this conversation is deemed uninsurable on the private...
View ArticlePersonal Finance (Not Investing) • Turbotax, Sale of (sort of) inherited ETF...
I'm helping my mother do her taxes and using TurboTax for the first time (I usually do my own taxes just filling out the forms from the IRS myself). So my question is in part about the sale of some...
View ArticleInvesting - Theory, News & General • How vanguard reports market discount...
If you buy a treasury note at discount on the secondary market, with short term maturity (<1yr). Does Vanguard 1099 report the market discount as short-term capital gain or interest?Statistics:...
View ArticleInvesting - Theory, News & General • Reporter doing story - "What...
For an upcoming magazine article, Kim Clark from Kiplinger Personal Finance magazine would like to hear from investors about their investing whys and wins.Did your investments allow you to take a...
View ArticleInvesting - Theory, News & General • For cash equivalent, T-Bills or...
Which is a better way to hold cash equivalents in a tax-deferred retirement account? T-Bills of a year or less or a Short-Term Bond Fund with average duration of 3-5 years?My main criterion is that...
View ArticlePersonal Consumer Issues • SNOW blower Toro Vs Arien (24")
I have shortlisted the following snow blowers:24 in.Power Max® 824 OE Gas Snow Blower MODEL 37798Ariens Deluxe 24Welcome feedback from owners on either of the above snow blowers.Statistics: Posted by...
View ArticlePersonal Investments • Floating an Unusual 529 Strategy
Hi Everyone,I am planning for my children's 529s and have a question. My children are ages 6 and 2. Our state is Maryland. We have Maryland state 529 plans and make regular monthly contributions to...
View ArticlePersonal Finance (Not Investing) • Pay Over Time Plan
Hey,I have a good money habits and no intention to go into debt except for house purchase.Always paid my credit card on time.But out of curiously today i saw this option of 'pay over time', example...
View ArticlePersonal Investments • deducting tax on dividents by brokerage house
can i request Scwab to deduct tax (say 15%) when they distribute dividents to me in the brokerage account. And then show this deduction on 1099-DIV at the end of the year?Statistics: Posted by...
View ArticlePersonal Investments • Balance funds - what are the good ones?
Out of curiousity, what do you think are great balance fund options? Which one has low enough expense? Which one is more tax efficient? The ones I can think of are something like Vanguard Life...
View ArticlePersonal Consumer Issues • Jeep Grand Cherokee problem with starting and quits
We have a 2016 Jeep Grand Cherokee that has a problem that eludes a fix so far. The thing won't start with all kinds of dashboard warnings and lights. Call emergency road service. They jumper the...
View ArticleInvesting - Theory, News & General • "How much should I have in my...
https://wellkeptwallet.com/how-much-sho ... n-my-401k/Thoughts? It seems a little light to me.Statistics: Posted by gunny2 — Tue Feb 27, 2024 10:46 pm — Replies 2 — Views 415
View ArticlePersonal Consumer Issues • Wired mouse
With my upcoming job, the requirement is that I cannot use a wireless perpherials. I use a mechanical keyboard that is wired, so that is not an issue, but I currently use a Logitech Master 3, which is...
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