Investing - Theory, News & General • Where can I find YTD Returns for...
When I look at my portfolio at the end of each quarter, I want to compare it to the major indices. I can find the NASDAQ, 500, and DOW total returns on M*, but I have difficulty with Bloomberg Bond...
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Personal Consumer Issues • Vanguard Bank Account Authorization
While attempting to make a transaction on a newly created join brokerage account with my spouse, I get this message:"Your request to link this bank account .......... is pending authorization from the...
View ArticlePersonal Finance (Not Investing) • Can I elect to NOT take my dead husband's...
My husband recently died. I am due to have a phone conversation with SS soon. I have my own SS benefit which was WEP'ed, it is about half of my husband's benefit. However, if I were to take his...
View ArticlePersonal Finance (Not Investing) • Learning to fly
Hi everyone,I’ve been pretty interested in aviation for some time. As I approach 40 and enter prime midlife crisis time, I’ve been thinking of finally taking the plunge and going after my private...
View ArticlePersonal Investments • JWROS Investment Account - My Mom and I - Who Pays tax?
My mom and I opened a JWROS Investment account together. I'm the joint owner and this account has no beneficiaries. She has 3 children including me. She will be the only one contributing to this...
View ArticlePersonal Finance (Not Investing) • Trust protector
Can anyone point me to some sample trust protector language that would be used in a third party supplemental needs trust? I just want to look it over before deciding on whether to include trust...
View ArticlePersonal Finance (Not Investing) • In-kind transfer of mutual fund shares...
Hi all - I'm looking for guidance on a pending transaction. In the next 60 days, a trust holding U.S. mutual fund shares will be terminated at Morgan Stanley. The person handling matters wants to...
View ArticleInvesting - Theory, News & General • Increase Roth Contributions Due to...
So I created a Roth IRA at Morgan Stanley (MS) late last year due to family already using them. I did research and left (to Vanguard), however MS charged me a $125 transfer fee. Is there any way to...
View ArticlePersonal Consumer Issues • ebay - sellers with two names?
I've bought stuff from ebay over the decades, but not recently. Today I went there since I had been upgrading my consumer cellar flip phones to their verve snaps and cc ran out of stock.I noticed...
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Personal Finance (Not Investing) • Form 8606 question - a minor backdoor Roth...
Hello,I am aware of several posts in the past regarding the backdoor Roth process - I learned about this process here @ Bogleheads (thank you!) years ago and was implementing it for many years. This...
View ArticlePersonal Finance (Not Investing) • Negotiating Price w/ KHovnanian Homes
I will be retiring with my wife to Lewes, Delaware. My wife insists on moving to a newly built community. How do I negotiate w/ the builders on the price of the house and different upgrades (premium...
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Personal Finance (Not Investing) • Tesla Lease
I need to pickup this car in 2 hours or lose 250. This ia a Tesla model Y long range AWD. I was hoping to lease because of tax credits. My current car is a 15 year old Toyota and time to replace. but...
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Personal Consumer Issues • Flying Private: How Safe? Best Options?
For those in the know: How safe is flying private? The large commercial airlines are very safe. Pilots flying as a hobby not so much. How does the risk of flying on a private jet (e.g., 6 seats, 1...
View ArticlePersonal Finance (Not Investing) • Anyone have thoughts on William...
I did an OK job at accumulation, I think my disbursement is going to be a mess!I listened to a Moningstar podcast and they were speaking to William Reichenstein about his withdrawal strategy of...
View ArticlePersonal Finance (Not Investing) • Form 3922
Hello all.My son has already filed his taxes and has already received a refund from both federal and state. He stumbled on a form that he forgot about, it's Form 3922. Is this form for his reference...
View ArticlePersonal Finance (Not Investing) • Any tax reporting on rental property
Last December I closed on a rental property located out of state. Used a non primary residence mortgage. It wasn’t rented before the end of 2023, though some work was done on the house to make it rent...
View ArticlePersonal Finance (Not Investing) • Open Social Security - COLA?
Hello, Newbie to the OSS calculator. Trying to figure how/if COLA is applied. I do see that a discount rate is used. But wondering if I should see increases over the years in the results table or not?...
View ArticlePersonal Investments • Portfolio Optimization Request - First Time Poster!
Hello Bogleheads,I am looking for Bogleheads’ expert eyes to take a look at my current portfolio to recommend any optimizations. I found the Boglehead forum last year and have enjoyed reading all the...
View ArticlePersonal Finance (Not Investing) • Any banks (other than Schwab) that don't...
As the title says, are there any banks that don't charge foreign transaction fees, aside from Schwab?Statistics: Posted by MtnTravel — Sun Mar 31, 2024 11:50 am — Replies 1 — Views 91
View ArticlePersonal Consumer Issues • Do you use Stop & Shop (or your supermarket's)...
Not wanting to hijack my own thread about DVD players so posting this here.Yesterday, I could have saved a few bucks at Stop & Shop (metro Boston supermarket) if I signed up for their digital...
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