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Personal Investments • What to do with Transamerica Annuity?

I've got one too, but only about $40K. I was thinking my wife could take it when I passed but maybe there are better options.Statistics: Posted by RajaDada — Wed Apr 24, 2024 6:06 pm — Replies 1 —...

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Personal Finance (Not Investing) • To What Extent Do You Subsidize Adult...

I have been thinking about this more as our DD approaches college graduation in December. We currently pay all insurance, rent, food (minimum college meal plan) and we provide max allowable Roth IRA...

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Personal Consumer Issues • HOA Gate Security Camera Recommendations?

Since you "are part of a larger planned community where several other gated HOA's have already installed such camera systems" why not do the obvious? Ask the other HOA's what system they are using.We...

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Personal Consumer Issues • What Book Are You Currently Reading? Part VI

"The Centurions" by Jean Larteguy. The French military, Vietnam, Algeria. A decades old classic.Statistics: Posted by Blues — Wed Apr 24, 2024 6:09 pm — Replies 7740 — Views 1757134

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Personal Investments • Fidelity CMA mm fund - pays more Jun 15

...For those that use fidelity does their CMA have all the features of a checking account? What’s the downside ?You can't deposit cash and you can't connect CMA with...

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Personal Finance (Not Investing) • Zelle at fidelity

Bumping thread after seeing this postviewtopic.php?p=7837091#p7837091There have been reports of the Zelle app working with the CMA debit card since at least the beginning of this month. There is a...

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Personal Investments • Moving solo 401K away from Vanguard/Ascensus - but where?

Thanks, livesoft - I'll give Schwab a closer look.Statistics: Posted by namenloseblonde — Wed Apr 24, 2024 6:11 pm — Replies 2 — Views 129

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Personal Investments • Opinions on 90/10 Portfolio by Warren Buffett

You won't find a lot about it because Warren Buffett hasn't said or explained much about it. His statements are very short and un-elaborated. Warren Buffett fans are convinced they know what he's...

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Personal Consumer Issues • Parent fell for Online Scam - Is there a Vanguard...

This should be of interest to many here:https://www.npr.org/2024/04/15/12431891 ... er-kitbogaTECHNOLOGYTo make sure grandmas like his don't get conned, he scams the scammersAPRIL 15, 20245:00 AM...

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Personal Consumer Issues • New HVAC Advice

I agree that the 2 stage is worth it, it has been a while but there might have also been a variable speed option.You are in North Carolina and I am in Georgia where humidity is a big issue. An...

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Personal Finance (Not Investing) • Kid's college scholarship jeopardizing...

Where are you getting the idea that if his income crosses a threshold, the entire amount is added to yours? My understanding is that MAGI for ACA pretty closely tracks AGI except for a few categories...

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Personal Finance (Not Investing) • [Wiki] Inheriting an IRA - Changes for...

The original verbiage of this section seemed to refer to edbs as “exceptions”. I’ve gone in some places and inserted “(eligible designated beneficiary)” in some of those cases. The section could...

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Personal Consumer Issues • Vacation ideas for the New Castle & Lewes DE area

Get a crab cake sandwich at woodys in dewey beachHave a Bloody Mary at the starboard on Sat or Sun morning in dewey beach Get a dozen large blue crabs and a beer at the surfing crab on route 1 in...

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Personal Consumer Issues • Food Recycling Bin

To keep a compost bin cleaner it can help to put a piece of a cut up box, cardboard, a compostable takeout container, or some newspaper at the bottom of the bin. The compost will stick to the liner...

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Personal Finance (Not Investing) • Crazy to LEASE a new Tacoma?

Most important advice I can give you is that the Sport edition usually does not have the serious 4WD functionality that otherwise makes Toyota such a great buy. For real outdoors use, getting back...

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Investing - Theory, News & General • Gold vs. TIPs

There's something satisfying about holding a gold bar that you own in your hand.Congrats! A whole 400 oz bar is definitely a bucket list item.Remind us where you live again....? Heard Costco sells...

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Personal Investments • VBIAX Tax efficiency

You don't want a balanced fund in a taxable account; the rebalancing required to keep the fund at the target asset allocation will result in capital gains for you...Looking at my old 1099-DIV forms,...

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Investing - Theory, News & General • Do money market actually hold bonds?

I’m not sure what gave you the idea that money market funds can’t hold “bonds”. It must have a very short average maturity, but that doesn’t meet it can’t hold bonds that are close to maturity (but...

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Investing - Theory, News & General • the death of 60/40

If there's one thing I've learned in my 65 years on this planet, it's that I cannot predict the future.Who needs accurate predictions if you can get good at setting odds?Your meaning is that setting...

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Personal Consumer Issues • What Movie Have You Recently Watched?

Montana Story. Synopsis: Two estranged siblings return home to the sprawling ranch they once knew and loved in order to care for their ailing father.Saw on Hulu. If you like sweeping Montana vistas,...

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