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Personal Investments • international stock in taxable brokerage or ROTH IRA?
Just testing out my understand of things:Here are the rates for ordinary or nonqualified dividends in 2023,Ordinary Rate. Single Joint22% $44,725 to $95,375 $89,450 to $190,75024% $95,375 to $182,100...
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Personal Investments • Fidelity Mutual Fund Only Account Question
The definitive answer about minimum purchases can be in the fund prospectus.Ideally the web page for the fund always matches what's in the prospectus but if you want the most certainty go look in the...
View ArticlePersonal Consumer Issues • Big island - Hawaii
This topic is now in the Personal Consumer Issues forum (travel).Statistics: Posted by ClaycordJCA — Mon Nov 04, 2024 11:41 pm — Replies 1 — Views 358
View ArticlePersonal Finance (Not Investing) • How to figure what percentage to tithe if...
Several off-topic posts were removed. As LadyGeek notes above, “Please stay focused on helping the OP.”Statistics: Posted by ClaycordJCA — Mon Nov 04, 2024 11:50 pm — Replies 32 — Views 2752
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Investing - Theory, News & General • Cash is a terrible long-term investment
Bogleheads - Here is another possibly less well known piece we experienced.When we purchased our home, we only had to provide the money market account statement.With our income and credit score it was...
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Personal Consumer Issues • Retrofit/removal of touch screens in cars?
Yes, for quite a while now. You haven't ever seen a car with a small LED temperature readout next to the temperature adjustment?I believe this is from a 2010 Camry Hybrid.Yes i have seen the...
View ArticlePersonal Consumer Issues • A streaming debacle (technical and streaming issues)
I suspect your FireTV stick is fighting with the splinter. Could you plug it directly into the TV?And I watch a lot of college basketball. ESPN+ for the first part of the season, then I add a month of...
View ArticlePersonal Consumer Issues • Trip to Italy
Edit: I answered the original poster and didn’t see the updated questions.This is more general travel advice, but we travel with a four port USB hub to charge devices (phones, tablets, etc), as...
View ArticlePersonal Investments • 401k Fund Choices – Need Guidance
Here are the full fund choices: https://imgur.com/a/RbT2ETBFor the longest time, I’ve just stuck my money in the Fidelity 2065 TDF. I’d prefer to have a traditional 3 fund portfolio, but with a 0.06%...
View ArticlePersonal Finance (Not Investing) • Personal loan on a house
Thanks for the suggestion. My parents do want to collect a little bit of interest which I am totally good with. So currently looking into a recast since source of funds isn't much of a concern with...
View ArticleNon-US Investing • US Nonresident Aliens - Vanguard freezing legacy accounts
Apologies for the long posts. In short, on the call today and in writing, Vanguard insisted that we can continue to maintain the accounts for sales, redemptions and transfers past 2025, but customer...
View ArticlePersonal Consumer Issues • Continuing Care Retirement Communities: Coping...
In several instances, when one spouse has needed to move to memory care, a different facility has been selected, a board and care home with only six residents which can be an excellent choice for a...
View ArticleInvesting - Theory, News & General • The Final, Definitive Thread on...
Does anyone know if Fidelity offers any retention bonuses to match competing brokerages? I am currently using them and like their services so far. Last few comments were 1k per 1mil / Fidelity is not...
View ArticlePersonal Finance (Not Investing) • Is this Really a Wash Sale?
The answer given repeatedly above is absolutely the usual answer to this question. It's the answer that Fidelity's systems are programmed to follow. It's the answer that's supported by the text of...
View ArticlePersonal Finance (Not Investing) • Help! My late father bought me a variable...
https://www.bogleheads.org/wiki/Posting ... eads_forumStatistics: Posted by BogleTaxPro — Tue Nov 05, 2024 1:03 am — Replies 1 — Views 37
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