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Personal Investments • Re: Boglehead portfolio with the lowest drawdown? Any...
Hi all,Is there a page on the site that compares historical returns for the various boglehead portfolios?Jbasically since the boglehead portfolio is stocks and bonds, you can basically just look at...
View ArticlePersonal Investments • Re: Widowed parent has significant assets but no...
I wouldn't bother selling off precious metals that are in physical form unless they are from oddball private mints, etc. Keep that for a rainy day since she seems to have plenty of other assets and...
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Personal Investments • Re: Help with Roth IRA / After-tax contributions
First, do not have ANY Traditional IRAs, SEP IRAs, SIMPLE IRAs with a non-zero balance; only 401k, 403b, 457bs as pre-tax retirement savings. Given that initial condition, you can open a Trad IRA, put...
View ArticlePersonal Investments • Re: What should I add?
Later this week I am investing $5k in my taxable brokerage/fun money account (not an IRA or 401k). Curently I have about $25k in VTI and $15k in Amazon.What ETF should I look at sticking this $5k in?...
View ArticlePersonal Investments • Re: I-bond gift purchase mistake! Help!
That’s helpful. Thank you!Statistics: Posted by gazelle1991 — Tue Aug 20, 2024 10:22 pm
View ArticlePersonal Investments • Follow up from prior post - Investment Club (FA...
This is a follow-up from a prior post where I asked about topics for an investment club I was starting at work (turned out to be a great idea)!viewtopic.php?t=412835The club has taken off and I've led...
View ArticlePersonal Investments • Re: Citi Brokerage/ Personal Wealth management shutdown
UPDATE:The bonus was credited a few weeks after filing a complaint with FINRA and the SEC. Grateful for the support of this amazing community.Statistics: Posted by mschurner — Wed Aug 21, 2024 9:41 pm
View ArticlePersonal Investments • Re: Follow up from prior post - Investment Club (FA...
(reply removed)Statistics: Posted by steadyosmosis — Wed Aug 21, 2024 9:50 pm
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Personal Investments • Re: ? Re moving $ out of market
Ok so there’s no option to make the money more liquid and safe without being taxed? Not sure I’m wording this all correctly. If you will identify exactly what you own, the forum will help you figure...
View ArticlePersonal Investments • Re: Portfolio Review - Late 20s building Portfolio for...
The thought of paying off the small loans is to free up monthly cash flow in your budget. In any aspect you are right that I highly encourage you to get rid of small loans before you incur more...
View ArticlePersonal Investments • Re: Years of non-deductable Trad IRA Contributions
Well what's interesting is (a) filing a form 8606 one year, due to making non-deductible contributions for that year. Then, (b) not filling a form 8606 for several subsequent years, since there were...
View ArticlePersonal Investments • Re: Undoing What Financial Advisor Did
Your post indicates that you know pretty much what to do. In the 35% bracket you are making good dough, and as you contribute, your workplace accounts will likely start to swamp the taxable. So, you...
View ArticlePersonal Investments • Re: Best International Fund in Taxable
I use FTIHX, and just want to point out that, in the model presented in this thread, the taxes on FTIHX's total capital gains over the past 8 years, in sum, (which is as far back as Fidelity's...
View ArticlePersonal Investments • Re: Stepped up cost basis
Does the holding period reset to short term if the position was previously long term and held for over a year?Statistics: Posted by airahcaz — Thu Aug 22, 2024 10:28 pm
View ArticlePersonal Investments • Re: Where would you park 1/2 mil for 6mo?
Due to a business sale I have about $500k set aside for federal income tax that I can keep until April 14th. It is a set sum that I 100% cannot lose the principal on. I do have a few months to work...
View ArticlePersonal Investments • Re: Vanguard is asking for a "limit" number...
Update: Vanguard said it could only be limit order because they were OTC? Not sure I understand that. I read OTC is small companies but this is a Fortune 500.Just a guess but...Perhaps it's just coded...
View ArticlePersonal Investments • Re: Help leaving Edward Jones
I couldn't take EJ anymore more, so I moved my Roth this year to Fidelity. Only its ETFs transferred, so all of the mutual funds had to be liquidated. I called EJ to make sure they were doing it. I...
View ArticlePersonal Investments • Re: Wellington in decumulation?
Wellington is a very old solid balanced fund based on US market for tax deferred accounts. There is is also a Global version. ER is still higher than Indexes."Founded in 1929, Wellington™ Fund is...
View ArticlePersonal Investments • Re: Short Term vs Long Term Bond Funds
A TIPS ladder slanted toward liability matching. Harder to manage than a mutual fund or ETF, but many of us holding bond funds got hit pretty hard in recent years. Outside of some highly unlikely...
View ArticlePersonal Investments • Re: Husband bought big in Nvidia last month ...now what?
What if your husband’s position is not luck?you won't know that for many, many, decadesAnd if they sell tomorrow?What will they know?Statistics: Posted by Basis — Fri Aug 23, 2024 9:58 pm
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