Personal Finance (Not Investing) • Brokerage 1099: what happens if you...
This is probably a very silly question. We are consolidating accounts to Fidelity, but had Vanguard, Fidelity, Schwab, and Merrill at one point or another last year. I'm slowing getting 1099s in. If I...
View ArticlePersonal Consumer Issues • Urgent care center charges $9.99 booking fee
On Sunday, I walked over to my neighborhood urgent care center. I have had a cold for over a week and was concerned that I'm not getting better. I am a recovering cancer patient and my immune system...
View ArticleInvesting - Theory, News & General • Bogle Center becomes a...
The John C. Bogle Center for Financial Literacy, a non-profit organization, set up to help improve financial literacy as one of its stated objectives, was approved by the IRS as a 501(c)(3) public...
View ArticlePersonal Investments • Fifth Check-In [Portfolio Review]
Its been a couple years since I have frequented the forum or posted. The feedback I have gotten in the past has shaped my journey to financial freedom and for that, I will always be grateful. I have...
View ArticlePersonal Investments • ACAT fraud with a twist - Vanguard
I have searched ACAT fraud on this forum, and it appears there is a great deal of skepticism that people are actually victims of this fraud and the belief that real people do not really lose money in...
View ArticlePersonal Finance (Not Investing) • What to do with EE bonds...
Recently learned that my wife and I both have a number of 1980's era and 1990's era EE bonds that were purchased in our names by grandparents. The majority of them are have been mature for several...
View ArticlePersonal Investments • Pre-Tax Gov. 457B to Post Tax 457 Roth tax penalty...
Good evening, I'm considering rolling a Gov. Pre-Tax 457B account into a newly offered plan by my employer called a Post-Tax 457 Roth account. What kind of tax penalties will I be facing? There's...
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Personal Investments • Rolled 401, please recommend strategy, funds, etc.
I posted earlier that we have a CFP at Fidelity, but I'm looking to self direct. She's been great and will guide us, but I was doing it myself and now have more time to dedicate to it. I'm not a day...
View ArticlePersonal Investments • Tax efficiency or Asset Allocation
In situations where you these might result in opposing choices, which would take precedence? I currently have a 75/25 asset allocation, and I am working to bring it to 70/30 or 65/35 through new...
View ArticlePersonal Investments • Income investments prior to retiring?
Small business owner here and have been rocked by COVID market effects and some other external forces. I am trying to build some passive income aside from my business that I can access, if need be,...
View ArticlePersonal Finance (Not Investing) • Tax filing for marriage in 2024
Hello, Bogleheads community!You guided me a lot earlier. So, I am asking what would be a suitable avenue for me to file taxes. I got married in the middle of 2024. before our marriage, my wife was...
View ArticlePersonal Investments • Any thoughts on portfolio idea w SCHD?
I am pretty new to investing, and at first, I got a lot of info from youtube, so naturally, I got hooked into the 3 fund youtube portfolio. (33% VOO, 33% SCHD, 33% SCHG/QQQ). After doing more...
View ArticlePersonal Consumer Issues • Amazon: Tambopata or Manu?
Looking at a week in the Amazon while we are in Peru and Ecudar. Which would you recommend?Statistics: Posted by fortfun — Mon Feb 03, 2025 8:25 pm — Replies 0 — Views 66
View ArticlePersonal Investments • Turbotax RMD glitch
An issue with online Turbotax RMD Input. Numerous reports including my personal issue with imputing then software accepting the amount of RMD to be reported. More specifically the software will not...
View ArticleInvesting - Theory, News & General • Can you comment on this portfolio...
I asked ChatGPT to review this model portfolio as it pertains to international exposure and US Dollar diversification. I said that I believe this portfolio is well diversified in both respects....
View ArticlePersonal Investments • Traditional IRA contribution tax issue
Please direct me where to post this tax question if this is the wrong place.I have already contributed $8000 max (over 50) to traditional IRA (spousal). I screwed up recently and took a lump sum...
View ArticlePersonal Investments • Money is there, WTB WTB [Want to Buy, What to Buy]
My retirement funds are in the fidelity account and now I have to invest them. Do I just do a % of the IRA and split it between 3 funds? one fund? stick to the normal ones? do I pay a guy to give me a...
View ArticlePersonal Finance (Not Investing) • Umbrella Insurance Provider
Hello all,I recently moved Home / Auto to a new provider. I received quotes for an Umbrella ($1MM and $2MM) and feel they are pretty expensive. Has anyone placed their umbrella with a company other...
View ArticlePersonal Investments • FBALX instead of LifeStrategy VSMGX in IRA?
I currently have the 60/40 LifeStrategy fund VSMGX in an inherited IRA. 60/40 is what I'm comfortable with, the fund has a low ER, I'm happy to have the one-fund portfolio and pay a few extra bucks to...
View ArticlePersonal Finance (Not Investing) • Different Address Than Where Aging Parent...
I'm dealing with an aging parent with cognitive decline who lives in assisted living facility a couple hundred miles away away (but in same state). It's become a problem for him to even receive mail...
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