Investing - Theory, News & General • When will Bogleheads presentations...
I missed the Bogleheads conference, but I do catch the presentations when they are put on YouTube.Statistics: Posted by BeachPerson — Fri Nov 08, 2024 11:09 pm — Replies 0 — Views 114
View ArticlePersonal Investments • Cambria Tax Aware ETF
*Summary*Prospectus (details start at PDF page 12)*Webinar (YouTube transcript helpful for speed reading)*Total Annual Fund Operating Expenses: 0.49%A 351 to ETF conversion refers to a tax-related...
View ArticlePersonal Finance (Not Investing) • 2024 IRS draft tax forms are available!
Yesterday I checked if draft tax forms are available for 2024. Everything I looked for was available! Instructions too. In previous years, draft forms were dribbling out until the end of the year.I...
View ArticlePersonal Finance (Not Investing) • Buying a medical practice… help me...
My wife is very soon purchasing a small medical practice with all cash and I’m trying to figure out how best to structure the purchase agreement. There is a price per active patient that also includes...
View ArticleInvesting - Theory, News & General • Vectors "Nov 2024"
thought this Vectors was a good one. Lots of gems.https://www.oncoursefp.com/files/vector ... _final.pdfPeople who say that investing in stocks is gambling don't understand the difference between...
View ArticlePersonal Finance (Not Investing) • Is distribution from an irrevocable trust...
I received some shares in mutual funds and ETFs this year as my grandfather's irrevocable trust was wound up after the death of my mother in 2023. I sold some of the mutual funds and ETFs and I am...
View ArticlePersonal Finance (Not Investing) • TurboTax vs CPA if you work across...
I started my own freelance business as a self-proprietor LLC this year and was looking for a CPA here in Oregon.However, there is good chance that I will move to a different state, and I wonder if...
View ArticlePersonal Consumer Issues • Ultrasonic denture cleaners
Does anyone have any experience with these devices? We are thinking of getting one but many of them have reviews that say they don't last very long. Are there any brands that have been found to be...
View ArticlePersonal Finance (Not Investing) • Is it worth it to form a trust for home
We have just moved into a neighborhood with average home price around 1.7M. Our state supports Tenants by the Entirety. My wife and I thus have set up our home as TBE. We however have noticed that...
View ArticleInvesting - Theory, News & General • 10 Investing Lessons
Seems like these words have been written in this forum in some similar form many times? Particularly the first sentence?https://ritholtz.com/2024/11/10-investi ... -election/10 Investing Lessons from...
View ArticlePersonal Finance (Not Investing) • health insurance before medicare eligible
I am 59, will be 60 soon. I am not medicare eligible. I am very healthy, I only go for annual physical exam/preventive, that's about it. I looked at Obama care, it is not affordable at all, since i am...
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Investing - Theory, News & General • Is the price of the TIPs ETF based...
For TIPS ETFs, does the price correspond to the real yield? It seems like the large spikes in inflation, and so the principal adjustment that gets paid out as a dividend, doesn't result in the price...
View ArticlePersonal Finance (Not Investing) • Pay down 6.38% mortgage or invest in taxable?
I am trying to wrap my head around the numbers and figure out what to do.I have a 30 year mortgage with a 6.38% interest rate. (I can recast this loan for a nominal fee).I am in the 37% federal income...
View ArticlePersonal Investments • Misplaced 1980s Purchase Records of 2 Funds in Taxable
Not sure if this belongs in Personal Investments or Taxes forum category.I have misplaced and apparently lost two of my long held investment purchase records from the early to mid 1980s. These...
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Personal Investments • Investing Personal Statement (IPS)
________________________________________Investment Personal StatementRevised: November 9, 2024________________________________________Current Situation:•Male, Age 55: Annual earnings of $225,000,...
View ArticlePersonal Investments • "End of Plan" Misnomer in Retirement...
I notice retirement calculators and financial planners often use the term "end of plan" when referring to the planned date of the death of the last remaining spouse or individual being modeled.Isn't...
View ArticlePersonal Consumer Issues • What are some strategy for a car free retirement?
Thinking a bit ahead. What are some of the strategy you would use for a car free retirement. How would you go shopping for food and go to the doctor? If you live in the city, it's probably easier to...
View ArticlePersonal Investments • Can you buy ETFs on Vanguard without transferring...
With mutual funds you can just say "Buy $10,000 of VTSAX" and it'll execute the buy and then pull in $10,000 from your bank.Can you do this with ETFs "Buy 5 shares of VTI (pull the money from my...
View ArticleInvesting - Theory, News & General • Roth Conversion Estimated Tax Penalties
Hi. I'm 67 years old, married (wife is 68), retired last year and recently rolled over all of my 401k and IRA's into my traditional IRA account. I have accumulated several million dollars into the...
View ArticlePersonal Consumer Issues • Cooking More At Home
My goal for 2025 is to be healthier. But more whole ingredients, cut wayyyy back on processed foods. Trying to find some good ideas for meals that are healthy and doesn't break the...
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