Personal Investments • How do I keep pre-marital 401k separate?
Resign your current position.Withdraw existing 401K and transfer to desired IRA.Find new employment if necessary.Statistics: Posted by 123 — Wed May 01, 2024 8:34 pm — Replies 6 — Views 377
View ArticlePersonal Consumer Issues • Chair Mat for hardwood floors
I second what ztx did. We changed out the casters and now don't need a mat. The best thing ever and not that expensive. TGStatistics: Posted by TheGiantess — Wed May 01, 2024 8:34 pm — Replies 12 —...
View ArticlePersonal Finance (Not Investing) • Please help me understand bank bill pay...
... I would still have to log in to each billers website to check the bill to make sure it is correct. At that point I would just initiate pull, rather than waiting for auto pay on the due date. It...
View ArticlePersonal Investments • Still worth it to buy iBonds yearly?
Bonds are our annuity. We purchase $10k for each of us every year regardless of what happens to the market.Statistics: Posted by wander — Wed May 01, 2024 8:35 pm — Replies 49 — Views 9183
View ArticleInvesting - Theory, News & General • USA Today: Annuities are key to...
I think a few years of higher interest rates and lower market returns will put some momentum in these products.But the higher inflation might have an offsetting effect on popularity. A lot of people...
View ArticleInvesting - Theory, News & General • Hoarding cash
I don't feel bad about the cash sitting in a money market for the next few months but I'm buying into my AA with everything else.Statistics: Posted by Mike Scott — Wed May 01, 2024 8:37 pm — Replies...
View ArticlePersonal Consumer Issues • Carry-on bag for traveling
viewtopic.php?t=428923Asked less than a month ago. Search is your freind.Lots of additional prior questions/posts on thisStatistics: Posted by SmileyFace — Wed May 01, 2024 8:37 pm — Replies 3 — Views...
View ArticleInvesting - Theory, News & General • New Vanguard Fees?
If the new fee applies to monthly dividend distributions from a money market fund to one’s bank account at, say, Schwab, that’s going to hit a lot of people.It's almost certainly ACATS transfers and...
View ArticlePersonal Consumer Issues • Rocky Mountain NP Question - Bear Lake Road
Also, remember that you do need a National Park Pass, separate from the times entry passes. If you don’t have both, you won’t get in. - LStatistics: Posted by Lacrocious — Wed May 01, 2024 8:38 pm —...
View ArticleInvesting - Theory, News & General • LifePath Paycheck funds with...
Bobcat2, thanks for trying to share but the article in behind the WSJ paywall.https://archive.fo/QLtKHStatistics: Posted by Tdubs — Wed May 01, 2024 8:38 pm — Replies 13 — Views 537
View ArticleInvesting - Theory, News & General • FZFXX - when does it adjust to...
I'm also a kid in training.The yield changes every day to reflect the yield of the underlying minus expenses. Depending on where you look, you might see a stale yield estimate. But you can see an...
View ArticlePersonal Finance (Not Investing) • Revocable trust: re-title checking account...
Those are even less common. I've only seen about 3 of them, though there's someone in this group who has one. I would think that, unless the lawyer deals with community property on a regular basis, it...
View ArticlePersonal Investments • Help Planning Aunt/Uncle's Retirement Income
I think you are overestimating income tax. PA does not tax pension or social security and doses not even count them when determining if someone has a low enough income for additional tax forgiveness....
View ArticleInvesting - Theory, News & General • What does a bond ETF price actually...
See Jason Zweig in the WSJ, How Not to Invest in the Bond Market. https://www.wsj.com/finance/investing/ ... t-22ca937f"Bond Funds" (and ETFs) are a black-box as far as I can see it, and not a good...
View ArticlePersonal Investments • What's your pre Tax: Roth :aft tax AA ratio
Look for your current marginal rate vs. your effective/blended withdrawal rate....Need to consider the marginal rate for withdrawal also. See the first Common misconception.Statistics: Posted by FiveK...
View ArticlePersonal Consumer Issues • Banff/Jasper itinerary for June 2023
How was your trip? I'm headed that way at the end of the month.Statistics: Posted by GuyInFL — Thu May 02, 2024 8:35 pm — Replies 33 — Views 4159
View ArticlePersonal Investments • Retirement savings on good path: Spend or save now?
You may very well get a great pension someday but right now your pension is only worth what you would get if you stopped working today. You may be able to see that on your annual pension statement or...
View ArticlePersonal Finance (Not Investing) • Weighing job options
I was in a similar position a little over ten years ago. I wasn't really satisfied with my current job where I'd been for about 4.5 years, even though it offered a good pension and retirement...
View ArticlePersonal Investments • Rollver 401k(k) to IRA - but will miss out Roth IRA
Did they provide you with a list of funds in the new fidelity plan or if the same as current list what you have.Statistics: Posted by placeholder — Thu May 02, 2024 8:38 pm — Replies 17 — Views 997
View ArticlePersonal Investments • Please rate my portfolio at age 46 (around 1.1 M)
Are these all in a taxable account? A 401k or similar? An IRA?Or across account types. This will matter for tax purposes depending on which type of account the funds are in. Might be worth your time...
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