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Personal Investments • Should I Move 401k to an IRA

Welcome to the forum. I'm not sure that a rollover from your plan can be required to have withholding. Withdrawal? Yes. Rollover to IRA, I don't think so. I think you should ask them about this.If...

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Personal Consumer Issues • Foreign coins donation

My local coin shop sells any non-silver coins for 1 cent each. They essentially pay nothing for them. I sold some US coins and they went through the foreign coins and took the silver ones. I donated...

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Personal Investments • Moving $380K in individual stocks to index fund

But any lessons here?Don't confuse strategy with outcome. Thanks. I'll take that as a compliment to my original plan.IndeedStatistics: Posted by dogagility — Fri Apr 12, 2024 3:20 pm — Replies 82 —...

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Investing - Theory, News & General • Vanguard Cash Plus Account

I came across this interesting article today: https://dailyhodl.com/2024/04/06/sp-glo ... rioration/. Please keep an eye on the participating program banks in Vanguard's Bank Sweep Program Bank List...

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Investing - Theory, News & General • The Final, Definitive Thread on...

The TT bonus got credited to the account today. I was surprised to see that the bonus is included in the buying power. In the Terms and Conditions it says, "The Cash Bonus will not be included in the...

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Personal Finance (Not Investing) • Your Original Medicare OR Advantage...

Have had original Medicare Part B for 3-4 years. No supplement, no part D, so no headaches/bureaucracy. Have had a joint replacement and cataracts done, but with Medicare negotiated rate and only 20%...

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Personal Investments • Purchasing an crane at auction to flip at a better...

It sounds great to me. I look forward to hearing how it goes.GO FOR IT!Statistics: Posted by Bobby206 — Sat Apr 13, 2024 3:17 pm — Replies 53 — Views 3266

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Investing - Theory, News & General • Private Companies

Yea, I think the portfolio's about 30% VC. Very diversified. I think there were about 4-8,000 underlying companies at one point.If you're asking for private equity that doesn't charge anything for...

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Personal Finance (Not Investing) • Primer on Paying Taxes With a Credit Card

payUSAtax appears to be the cheapest for both debit card payments AND credit card payments at $2.14 and 1.82% respectively:https://www.irs.gov/payments/pay-your-t ... redit-cardStaples routinely...

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Personal Consumer Issues • How many Forever stamps to buy?

To me these kind of small "wins" were easier when the bank was paying 0%. Now that I am getting 5% I think a little more about these type of purchases. I'll probably buy 100 and that should last a...

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Personal Consumer Issues • changing PCP just for 1 year?

I’ll be seeing my four new PCP later this year. I recommend when your PCP leaves schedule immediately with a new PCP even if it’s out a few months. All the remaining PCPs are likely to have to absorb...

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Personal Consumer Issues • Is Tesla really low maintenance?

Another polarizing Tesla Boglehead thread where many:1. Tesla owners love the cars2. Non-Tesla owners seem to want to fear-monger and even spread false infoFWIW, I got about 25,000 miles per set of...

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Personal Finance (Not Investing) • Forgot to file a 1099 - Will I Get...

Interesting. I recently came across a 2022 1099-B. About $18. tax owed. I have monthly tax withholding from a pension and also make est. quarterly payments. So the IRS always has some of my money. I...

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Personal Consumer Issues • What are you listening to now

Nicky Hopkins: https://www.youtube.com/watch?v=gSEmv8RmsuYStatistics: Posted by Mr. Rumples — Sat Apr 13, 2024 3:25 pm — Replies 5901 — Views 619863

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Personal Investments • Set & Forget Portfolio

Both these posts are awesome!Technovelist:"If that would work, then the excess gains would be arbitraged away by people buying those better companies and driving their prices up."Wow, that makes so...

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Personal Investments • Where to invest after maxing out 401k and roth?

My plan for the stock and bonus (which is 100k gross but assume probably will get about <50% after taxes) is to put 30,000k a year into student loans to pay off faster. The remaining ~20k I would...

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Personal Investments • Another BogelSeed became victim of crook FA! Need some...

Thank you for all the feedbacks and guidance. Sorry for messing up the quotations, trying to figure this out.Guidance/Questions:you'll probably want to get cheaper level term life and then ditch the...

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Personal Finance (Not Investing) • Do all beneficiaries need to be present...

Hello! So sorry for asking this question, but after reading a few posts on the forum, my head is spinning.My primary goals of setting up a Trust is to make sure my loved ones don't have to go through...

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Personal Finance (Not Investing) • Tax question - How did you handle your...

1099G is a standard form that whether you use an account or not you should be printing out if your state doesn't mail it if you get a refund. I elect to print it out in my state instead of having...

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Personal Finance (Not Investing) • Wilmington Delaware and Surrounding Areas

Unionville / chadsford / westchester are good places in PA near DEStatistics: Posted by edge — Sun Apr 14, 2024 3:33 pm — Replies 17 — Views 718

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