Personal Finance (Not Investing) • Direct Pay IRS from Fidelity
I don't normally use Fido to pay anything. Should I be using the 17 digit number to enter in Turbo Tax to direct pay the IRS?I'd be getting that number from Summary Page and clicking the Routing...
View ArticlePersonal Investments • Inheritance Considerations for Son Living Abroad
Our son is moving to the Philippines with his wife (American; part Filipino), our 1 yr old grandson and her parents (mom is Filipino). They're buying a house there, but since my son is a foreigner,...
View ArticleInvesting - Theory, News & General • Treatment of QFC (qualified...
A particular online personality I peripherally follow has lately been going on about how stocks/bonds/etc that we generally think we own as part of a mutual fund or ETF are actually financial...
View ArticleInvesting - Theory, News & General • Portfolio Visualizer Question
The free version of PV seems to use monthly data. Is this true?Do any of the paid tiers use weekly or daily data?Statistics: Posted by Softballer — Sat Mar 23, 2024 10:34 am — Replies 0 — Views 12
View ArticlePersonal Investments • Involuntary closing of an IRA
I found that I could not access my Edward Jones accounts summary online. After some back and forth I discovered that the access was locked because of account changes. My advisor said that they closed...
View ArticlePersonal Consumer Issues • Need advice regarding replacing front door
My front door is 40 years old and has started blowing open with high winds. It needs to be replaced.I've read prior discussions on this topic on this site and have googled the pros and cons of steel...
View ArticlePersonal Finance (Not Investing) • TaxAct 1041 proforma 2024
Hi,I used TaxAct Estates and Trusts online for 2023's 1041. Anybody else using it, can you to suggest a way to do a proforma for 2024?Thanks!Statistics: Posted by rts58 — Sun Mar 24, 2024 8:59 am —...
View ArticlePersonal Finance (Not Investing) • Annuity for spendthrift brother on mom's...
I know most people here hate annuities. But can anyone think of a better solution here? I've thought about this so much that my head is spinning. Mom is 95 with dementia, estate is roughly $1 million....
View ArticlePersonal Investments • Is there a way to get different yield curves of bonds?
Is there a way to get Yield curve of bonds so I can compare Treasury vs STRIP for example? I have access to Fidelity, Vanguard, and Schwab.Statistics: Posted by gavinsiu — Sun Mar 24, 2024 9:09 am —...
View ArticlePersonal Finance (Not Investing) • Off-market home purchase - best practices?
This is a follow up on a previous topic of mine: “Nice home, nice neighborhood, unsavory neighbors – options?”. Link is here - viewtopic.php?t=422058Since that post, and through some miracle, the...
View ArticleInvesting - Theory, News & General • VSIGX and VSBSX's Capital Gains
Unlike Vanguard's stock index funds, I found that their bond index funds like VSIGX and VSBSX distributed capital gains despite having ETF classes:VSIGX: https://fundresearch.fidelity.com/mutua ......
View ArticleNon-US Investing • As a G4 visa (Non-resident alien) holder, can I get a tax...
I saw this: https://www.fidelity.com/bin-public/060 ... letter.pdf.I'm trying to understand it better. It says I should get a refund if I hope Fidelity's money market government funds.1. Do my SPAXX...
View ArticleNon-US Investing • Where is the best place to park some cash as a...
Looking for experience with places that 1. Give the best interest and 2. Accept W8-BEN forms, and 3. I don't have to pay taxes on the interestStatistics: Posted by kyleplaytime15 — Sun Mar 24, 2024...
View ArticlePersonal Investments • Real estate vs stock market prices and valuations
Hello - I have a general question: do real estate prices consider future confirmed developments in the area?For example, stock prices “price in” what expectation is for the next 3-5 years at the least...
View ArticlePersonal Investments • Backdoor roth conversion and IRA basis
Hi everyone,Long-time lurker and infrequent poster. Thank you to everyone who contributes their knowledge to this forum. To my surprise, freetaxusa is telling me I have an IRA basis of $278 from...
View ArticlePersonal Investments • Funds in my current Inherited IRA
Morning, I have had an Inherited IRA for 9 years now, took the lifetime stretch, balance is not big but keeps growing with market returns and annual dividends reinvested, it has around 30K atm, since...
View ArticlePersonal Investments • Portfolio Review
Hello all.I am just getting to grips with all this so below is the info requested except the funds I post are what I intend to move everything to this week, unless you suggest otherwise.Emergency...
View ArticlePersonal Consumer Issues • buying mutual funds seems easier than buying ETFs
When I buy (or try to buy) ETF shares in my brokerage account, I usually use the "Limit" method and put a price that I am willing to pay, usually a few cents higher than the closing price that day. I...
View ArticlePersonal Finance (Not Investing) • Considering new job: comparing the new...
I am in the process of job hunting because my current employer (a non-profit) is in dire financial straights. It's an non-profit trade association that services a dying profession. Each year we lose...
View ArticlePersonal Finance (Not Investing) • Approaching parents about removing oneself...
It feels like others may have experienced this, so looking for a little advice.My parents are approaching 70, still very healthy and no issues to worry about. By all accounts this won't be actionable...
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