Investing - Theory, News & General • TIPS funds tax reporting and...
To make sure, do TIPS funds, such as Vanguard's VAIPX or the longer term LTPZ, report distributions from both interest payments and inflation adjustments as 1099 box 3, US gov't interest? EDIT: Not...
View ArticlePersonal Investments • How can I know if withdrawals have been made from my...
Hey all,I have a simple question. I've taken a big hit on my investments through TIAA this week. How can I find out if someone has made a withdrawal from my account? I'm sure that's highly unlikely....
View ArticlePersonal Consumer Issues • Golfing Community Near the Ocean
So DW and I currently live in NH, but have about a 10 yr plan to start snow birding. We will keep our place in the Northeast but want to begin visiting some places where we would consider living for...
View ArticlePersonal Finance (Not Investing) • Property purchase help
Hello all, I am looking at buying a chunk of property with a trusted friend. I understand those risks and am willing to assume them.We plan on drawing up and signing a contract to cover the details,...
View ArticlePersonal Investments • Best Mid Cap Fund for SCV Heavy Portfolio
Hello,I'm not sure if this is the right forum, but I've been researching adding mid caps to a hypothetical portfolio and I'm wondering what the best fund is in terms of holdings for diversification....
View ArticlePersonal Finance (Not Investing) • Medical school (DO school) - Are we...
4 years back, I asked a question related to undergrad college selection. Now, I am back again with another college related question. But this time, it is about MED school. My daughter just finished...
View ArticlePersonal Finance (Not Investing) • Account inactivity and closure or going to...
Talking with Schwab, they indicate that it's OK to have zero balance in their checking account, but if there are no activity for 12 months, the account is closed. Activity means some sort of...
View ArticlePersonal Consumer Issues • Alaska tour after cruise
3pax Regent cruise from Vancouver to Seward. Post cruise-We would like to go to Denali by train and are looking to stay 5-6 nights. Return flights are out of Anchorage. Arrive in Seward beginning of...
View ArticlePersonal Finance (Not Investing) • Term Life Conversion Extension Rider Worth...
First, thanks for all the knowledge sharing. I've been reading this forum for years and it's really helpful. I view myself as part of this like-minded community.Next, my question: My wife an I are...
View ArticlePersonal Finance (Not Investing) • California Part Year Resident Taxes
Do I get taxed by CA if I move to another state and have a gain on sale of my primary residence in CA that exceeds the exemption?Statistics: Posted by Guiseppe — Thu Apr 18, 2024 2:33 pm — Replies 2 —...
View ArticlePersonal Finance (Not Investing) • International Property Gift
Was hit with a bit of a shock yesterday as I learned my wife's parents are intending to "gift" their condo in their home country to my wife and her sister (split equally 50/50). Obviously this is nice...
View ArticlePersonal Consumer Issues • New car market (Honda CR-V?), April 2024
So, looking to probably buy a new SUV, Honda CR-V or maybe a near-competitor (RAV4, or something similar from Subaru, Mazda, Ford, or another).The US makes (Buick, Ford), seem to be discounting deeply...
View ArticlePersonal Finance (Not Investing) • Another when to take Social Security...
I have not read about this example so wanted to see if m on right track. Wife is the breadwinner as of 2020 after I was for first 15 years (Covid!). She is 7 years younger as well. Here is what the...
View ArticlePersonal Investments • Stable Value Fund - rate lag question
My 401K offers Invesco Stable Value Trust - Class B1 --> https://www.invesco.com/us/financial-pr ... fundId=193I am considering starting to invest in the fund and noticed they benchmark against the...
View ArticlePersonal Finance (Not Investing) • Open up a Roth IRA for my mother
Hello, my mother currently has a pension with her employer and smart savings plan with fidelity through her work. I'd like to 'in addition' open up and manage her roth ira for extra cushion. She's...
View ArticlePersonal Investments • With your help I've finally left Raymond James. Now I...
After dragging my feet for a few years (see my previous posts) I have finally transferred my Roth IRA from raymond james. Everything has transferred in kind to Vanguard. Now i believe i need to sell...
View ArticlePersonal Investments • Getting employer to improve benefits
My husband is taking a new job this summer. The benefits are trash (in short LOL). For those who have petitioned to change things for the better - how have you done it? For instance, they are a...
View ArticlePersonal Consumer Issues • Guidance Regarding Refrigerant Phaseout in Heat Pumps
Greetings.It is my understanding that R-22 and R-410a refrigerants currently used in heat pumps are being phased outand are being replaced by R-454b.I plan to purchase heat pumps this year to heat my...
View ArticleInvesting - Theory, News & General • Newbie help with retirement investing
OK 61 years old, planning on retiring in 2-3 years. Moved my 401k to a Schwab IRA 500k, invested all in 5.2% non callable brokered 1 year CD's. Plan on moving 125k from EJ IRA mutual fund AWSHX to...
View ArticlePersonal Finance (Not Investing) • Best Way To Find Non-ACA Medical Insurance?
Like most folks contemplating early retirement, our biggest concern is health care before Medicare starts at age 65. It appears our state (Colorado) has some decent ACA plans, but it looks they are...
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