Personal Investments • Solo 401k Changing Providers: Is a 1099-R necessary
Say I am the plan administrator for a vanguard solo 401k and I'd like to move that plan to fidelity or somewhere else.I fill out an adoption agreement as an amendment of the previously adopted plan,...
View ArticlePersonal Finance (Not Investing) • Home Insurance Premium Increases
Greetings All.We own a home in Pennsylvania and have insurance through Liberty Mutual. In recent years, our premiums have increased at inordinate rates.To be specific, our annual premiums have...
View ArticlePersonal Investments • Simple IRA transfer vs rollover question
Given the news that Vanguard is moving all accounts to Ascensus, I am considering the option of no longer contributing to this Simple IRA (company transition soon anyway). 2 months ago I completed a...
View ArticlePersonal Consumer Issues • Puerto Rico Vacation - Safety and Recommendations
Hey All,We are travelling in a party of 7 (all adults) to Puerto Rico late May/early June. I've spent several hours perusing Bogleheads and some travel sites gathering info. Unfortunately a lot is...
View ArticlePersonal Finance (Not Investing) • Can 529 distribution be used to pay public...
I have not found guidance on the subject. With Tax Cuts and Jobs Act of 2017 revisions, K-12 tuition is allowed as a 529 distribution expense. The question is, if your child is enrolled in public...
View ArticlePersonal Investments • Please Help with Back Door Roth Actions
Group,Good afternoon. Hope you're well. I am looking for some guidance sequencing my back door Roth and avoiding the pro rata rule.A few facts:-Traditional IRA with Vanguard.-TIRA has rollover from...
View ArticlePersonal Finance (Not Investing) • Multiple personal loans
My wife and I currently have about 11% DTI on high six figure gross income and excellent credit. We are looking to borrow an additional $200k, which would be an additional ~$4000 a month in debt...
View ArticleInvesting - Theory, News & General • Reporter doing story on bad...
A reporter with a national publication would like to hear from investors who have had bad surprises with Backdoor Roth IRA conversions. Deadline: EOD, Friday April 26. Please write to...
View ArticlePersonal Consumer Issues • Protection of Assets Beyond Increasing Insurance...
Hi,Like most people we know, we have very high insurance limits including umbrella insurance to protect us against flagrant lawsuits.But I was taken back recently, whilst at a Recreation Vehicle (RV)...
View ArticlePersonal Finance (Not Investing) • Marriage Termination Agreement - QDRO for IRA
My attorney sent documentation to me for final signature with errors such as incorrect addresses, SSNs, DOBs, etc. and that is unforgivable IMHO.I am looking for validation or refutation of my...
View ArticlePersonal Investments • Seeking experts input on 'too good to be true' [ETFs...
100% downside protection ETFHere is the article:https://finance.yahoo.com/news/stock-et ... 33072.html[Title clarified. Moderator Pops1860]Statistics: Posted by Tg1228 — Wed Apr 24, 2024 2:15 pm —...
View ArticleInvesting - Theory, News & General • Nature.com economic commitment of...
My question is, What sort of retirement portfolio accommodations seem appropriate for addressing the variety of climate change impacts to financial markets ? Nature has published "The economic...
View ArticleNon-US Investing • US Green Card Holder Relocating Back to the UK
Hi Everyone,I'll be relocating with my partner around the end of August back to the UK from Colorado, after 7 years in the US, under our own steam. I've dug into the resources on this site and the tax...
View ArticlePersonal Investments • Transferring HSA money from HealthEquity to Fidelity,...
My company is in the process of switching HSA providers from BenefitWallet to HealthEquity. I read on here where a lot of Bogleheads transfer most of their balance periodically to a separate HSA at...
View ArticlePersonal Investments • Fidelity question
I have a Roth IRA with Fidelity. I would like to park some cash somewhere with them (somewhere around $200k to $300k). I do not have any investments currently in any taxable account. My cash is...
View ArticlePersonal Investments • Opinions on 90/10 Portfolio by Warren Buffett
Where can i find more information on 90/10 portfolio recommended by Warren Buffet? He has 10% allocated to short term government bonds due to age and being in retirement. Im 33 with a long time...
View ArticlePersonal Finance (Not Investing) • 8606 Line 7 / inherited IRA
Each year I put a little bit of post-tax money into my Traditional IRA and then move it to my Roth. My CPA has made a mess of my 8606s. Nothing that would change my taxes, but I'm sizing up...
View ArticlePersonal Consumer Issues • New HVAC Advice
I'm evaluating options for new HVAC in house built 2006- gas furnace, electric AC. 1 1/2 stories, 1500 sq ft lower, 750 upper, total 2250. Unit is attic mounted. Current system is 4 ton, single stage,...
View ArticlePersonal Consumer Issues • any suggestions for quality wooden clothes hangers?
for dress pants, sportcoats, suits.Thanks.Statistics: Posted by syc — Wed Apr 24, 2024 4:34 pm — Replies 3 — Views 108
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Personal Consumer Issues • Bat advice
I live in Northern California and it seems a bat (and maybe a few of them) like to hang out by an attic vent under the eave of my home. Fortunately they don't seem to have made it into the attic, but...
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