Investing - Theory, News & General • WorldBig bond index includes.....?
I was looking at the yield book indices and was wondering which other ones are included in WorldBig.From this page:https://www.yieldbook.com/m/indices/browse.shtmlYou can see there are many different...
View ArticlePersonal Finance (Not Investing) • rent vs buy again
Another rent vs buy.I am selling my house and will make between $450K to $475K. I am moving to a high cost of living area. Buying a townhouse will be $750K and renting a similar townhouse will be...
View ArticlePersonal Consumer Issues • Comfortable Dressy Casual Waterproof Shoe
Looking for a good all-around shoe that can be worn with jeans, khakis, and "near dress" slacks that are comfortable enough to walk around European cities, including cobblestone sidewalks and...
View ArticlePersonal Finance (Not Investing) • What Recourse Do I Have if I Disagree with...
I recently saw a dermatologist for a minor skin irritation. Derm quickly diagnosed it as an allergic reaction and prescribed a generic hydrocortisone cream. I was in and out in less than 10 minutes....
View ArticlePersonal Consumer Issues • Pool pump question
Short version: How does the override function work on a variable speed pool pump?Long version: I recently bought a Pentair Whisperflo VST Variable Speed Pump which replaces an older Pentair fixed...
View ArticlePersonal Finance (Not Investing) • Taxes on TIAA Anuity?
New to the forms, I think this is the right place to ask this.Talked to a TIAA agent about my Retirement Annuity (RA) and payout options. I have no other options, apparently, than 10 payment transfer,...
View ArticlePersonal Finance (Not Investing) • mortgage recasting
Has anyone done a mortgage recasting?How much of a lump sum does the mortgage company ask for before they will do this?Statistics: Posted by Nyc10036 — Mon Oct 28, 2024 6:42 pm — Replies 4 — Views 404
View ArticlePersonal Investments • TIPS ladder to supplement SS
I will start collecting SS in 2031 (age 70) and would like an additional 30K per year, inflation adjusted for a spending floor. Should I purchase a TIPS ladder now for bonds maturing in 2031 to 2054...
View ArticlePersonal Investments • 401k rollover investments advice
Hello I'm 60 and have 300,000k that I just rolled over from a 401k to Fidelity IRA. Im taking some time off and will withdraw no more than 40 total then will go back to work in 2026.I will then not...
View ArticlePersonal Investments • Retirement and Investment planning help
Hello, I am here to seek this community's feedback as far as retirement and financial planning advice.I have two retirement accounts from my two previous jobs that I dont contribute to since I left...
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Personal Investments • Understanding wash sales
I've been trying to clean up / optimize holdings as I learn more, and I had about 10k in a bond ETF in my taxable account. I learned that those are better held in tax advantaged accounts, and thought...
View ArticlePersonal Finance (Not Investing) • Small pension - Should I take now, later,...
[Topic is now in Personal Finance (Not Investing) - mod mkc]I've got a small pension from a previous employer and I can start taking it already at age 61, its probably 5% or less than my current...
View ArticlePersonal Finance (Not Investing) • Wells Fargo Online Banking error
I've previously posted this (although this is updated) in the brokerage bonus topic in Investing - Theory, News, & General (since that's what had me interested in Wells Fargo) but it got no...
View ArticlePersonal Finance (Not Investing) • Offering Owner Financing
Hello Bogleheads!We have a house. It was our primary residence. We are thinking about offering owner-financing to sell it as-is. It needs a new roof, so a buyer can't get a traditional loan right now....
View ArticlePersonal Investments • Estate Tax Calculation
Does anyone know why pre-tax values are used for estate tax calculations? Same question for FAFSA. Assume I have a $10m after tax account and a $4m traditional IRA. I'm only (or my heirs) going to see...
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Personal Investments • Pension Rollover to IRA
Hi all,My employer currently has a pension plan that they are cancelling and as such, I have a few options that I can choose from:Lump sumMonthly Annuity (default option)Rollover to (existing)...
View ArticlePersonal Finance (Not Investing) • Anybody working for the same employer for...
I'm passed my 10th year with the same and only employer. It is kinda getting boring. Unfortunately I couldn't find a position that is willing to pay me as much. So I am thinking I may work here till...
View ArticlePersonal Finance (Not Investing) • Vanguard message on taxing capital gains...
I was about to sell Some US Vanguard ETF’s and was given the following message. ‘ Tax withholding noticeTax withholding notice for U.S. citizens, resident aliens, and nonresident aliensThe IRS...
View ArticlePersonal Investments • Which to prioritize: HSA in California or mega...
I can't afford to max out both. Already maxing pretax 401k.My marginal CA tax rate is 9.3%. CA doesn't recognize HSAs so I pay state tax on contributions, dividends and capital gains though I still...
View ArticlePersonal Investments • Moving funds from Inherited IRA to non-retirement...
I am trying to take my RMD from my inherited IRA and move it to our non-retirement account. Before when this account was not a brokerage account, I could sell from a fund and buy that fund in our...
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