Personal Finance (Not Investing) • Retention Bonus Question (Negotiate...
Hello All,I am in middle-management for a manufacturing company that has recently announced a strategic review of our division. One of the potential outcomes is that our division may be sold, which...
View ArticlePersonal Investments • Ensuring company match for 401k if leaving. middle of...
If I contribute the max into employer 401k before I leave employer for another employer, will the company match the full amount. I plan to leave in February and am deciding whether to contributing my...
View ArticlePersonal Finance (Not Investing) • Cost basis for home sale gifted from parent
My parents bought a house in the mid 1950s for $4000 (small town PA). They made some improvements mostly in the 1970s (kitchen expansion, enclosed porch). I can find receipts for some of this, let’s...
View ArticlePersonal Consumer Issues • Subrogation letter from health insurance company
I received a letter indicating that I have received paid medical treatment that maybe related to an accident, and I was asked to return a completed questionnaire. It is simply to fill out as the...
View ArticleInvesting - Theory, News & General • Berkshire's Future
I am interested in Berkshire Hathaway's future. What do you think? BRK-B is my largest holding, I admire the company, would cost me 23.9% to sell any shares. The two resident geniuses, Warren's age is...
View ArticlePersonal Investments • Seeking advice on Fixed income CD/Bond ladder over 2-3...
I'm overcommitted to equities in my taxable account and want to place about 450k in CDs, Bonds, or Treasuries, possibly TIPs. I welcome advice on what is best for me. I'm 79 years old and in...
View ArticlePersonal Investments • Please help with tricky 457B situation
Though I have been investing in the company sponsored 457B plan, I recently have doubts about continuing to pour more money into it. Please help me decide whether I should stop and add more money to...
View ArticlePersonal Investments • 529 Withdrawal for Private/Online Tuition
I recently learned that one can withdrawal from a 529 plan to pay for K-12 private school tuition. After doing research, I still have a few questions:1. Is there a time limit for when withdrawals can...
View ArticlePersonal Consumer Issues • TV: 75-77”, NOT OLED
Looking for suggestions on a 75-77” tv that is not OLED. It will be a basement tv for general viewing of a variety of things, including Nintendo switch and streaming with a Roku device. Just wondering...
View ArticlePersonal Consumer Issues • Windows 10_Pro mysteriously deactivated, cannot...
I have an older Dell desktop PC (~10 years old), which originally came with Windows 7, I did the free conversion to Windows 10 Pro at some point, and have been keeping up with all Windows 10 updates...
View ArticlePersonal Investments • Traditional IRA - ETFs and Dividends
I'm in my 30s with a traditional IRA. My income is below $50K. I started investing this year but I have been contributing to my IRA for about 5 years. and would like to grow my IRA until I'm 65-67. I...
View ArticlePersonal Finance (Not Investing) • Selling a Stock on Computershare
My wife's father passed away in November and she is the Trustee of his estate. One of the investments that he had which I'm trying to help with is a stock held at Computershare. We were able to log...
View ArticlePersonal Investments • 1099-R not matching distributions
Checked the newly released 2024 1099-R form. The 1099-R has 62k Gross Distributions, my online download has 54k. No dates are close to the year beg/end cutoffs, so I don't think it's a transaction...
View ArticlePersonal Consumer Issues • Continue to use Apple Watch once OS not supported?
I have an Apple Watch Series 3. OS updates stopped a couple years ago, but the watch currently works just fine. I don’t need new features, but the lack of security updates is worrisome. It irks me to...
View ArticleInvesting - Theory, News & General • Riding the coming plastic...
This is an investment question/idea.It's been big news lately about nanoplastic particles building up in the human body. Tied to that are studies showing release of large quantities of nanoplastic...
View ArticlePersonal Finance (Not Investing) • How can I break the income barrier? (BISO...
Hi everyone,I’m currently a BISO (Business Information Security Officer) working at one of the Big Four in the banking sector. My financial situation is quite solid:Annual compensation:...
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Personal Investments • Request Review of Proposed Portfolio - AA, AL,...
Looking for a review of the current and proposed Portfolio. Note, I am looking for two sets of feedback: "As-is" in terms of AA proposal (see image), what improvements or changes do you recommend to...
View ArticlePersonal Investments • 60 day IRA rollover & RMDs
I have been working at consolidating my mom’s accounts. She is down to two IRAs: one at Vanguard and an annuity at Security Benefit. I have tried (and failed) twice to surrender the annuity IRA and do...
View ArticlePersonal Finance (Not Investing) • Capital One - "virtual (credit)...
Capital One has reminded me for some time about "virtual cards" I may create using my Capital One Spark Business Visa card.It actually sounded like a helpful feature / benefit, and I finally went...
View ArticlePersonal Investments • Seeking [portfolio] guidance
[Title edited for clarity - moderator oldcomputerguy]After making many mistakes of experimenting and overcomplicated my portfolio, I’ve decided it’s time to come up with a simple plan that I can stick...
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