Personal Investments • international small value index funds
other than through DFA, are there any out there? thanksStatistics: Posted by prk — Sun Jun 09, 2024 3:13 pm — Replies 3 — Views 273
View ArticlePersonal Investments • Money deposited into trad IRA instead of Roth
I made a dumb mistake. In January of this year, I deposited $7400 into my traditional IRA instead or my Roth (I am Roth eligible) for tax year 2024. I didn't notice the mistake at the time. I will not...
View ArticlePersonal Finance (Not Investing) • Do I have too much real estate ?
I was was going over my budget, and wanted to get some advice on whether or not I'm currently taking on too much risk.I currently have 2 rental properties plus my primary residence, all 3 bought less...
View ArticlePersonal Finance (Not Investing) • Sell Berkshire stock for Downpayment on...
What's better: Selling Berkshire Hathaway stock to make 20% down payment on house, or keep Berkshire stock and borrow nearly 96.5% of purchase price? A decision I am evaluating.Statistics: Posted by...
View ArticlePersonal Finance (Not Investing) • Can My Korean-born Wife Correct Her...
My wife was born in South Korea when it was still a third world country. At that time, it was up to her father to go to a government office to record her birth. He did not go to the office until 68...
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Personal Investments • Investment options for BUSINESS MONEY?
Hello all, love this forum and I have learned a ton from you guys/gals!! So I am an LLC, taxed as an S-Corp. I am the only member, just me and no employees. I do payroll on myself/941's/W2 etc which...
View ArticlePersonal Consumer Issues • Do I have termites?
Hello all,I purchased my first home in 2022 and had a large fence put in last year for my 3 dogs. This year, I am staining the treated pine portions of the fence. I did not notice any questionable...
View ArticlePersonal Investments • Considering buying first house when I retire in 10ish...
We live in SF Bay Area as renters, the buying a house train passed us by a while ago. Our plan now is to retire in about 10 years when we are in our early to mid 50s, and move to a lower COL area and...
View ArticlePersonal Consumer Issues • Favorite public gardens or botanical gardens in...
Would love to hear about your favorite public or botanical gardens. Best times to visit? Which are worth a special trip, which ones only in combination to other attractions in the area? Any not...
View ArticlePersonal Finance (Not Investing) • Big jump in Umbrella Insurance premium
I notice that my mom's umbrella insurance jump from $346 to $467. Is anyone else having such a large jump in their umbrella insurance? She lives in Northern CA and the vendor is RLI.Note that I did...
View ArticlePersonal Investments • Lincoln Financial 457B via new employer
I have roughly 50k with my previous employer in a Vanguard 403b. My new employer only offers 457b's through Lincoln Financial. I have a 30 minute "get to know you and setup your new account" meeting...
View ArticlePersonal Investments • Is it possible to pay advisor AUM fees with...
I don't use an advisor and don't plan to, but I do know others who use them.My question is, if someone uses an advisor why would they choose to have the fees withdrawn from tax advantaged accounts...
View ArticlePersonal Finance (Not Investing) • Another Roth Conversion ? - into the weeds...
I never thought I would get to the point of thinking Roth conversions so far from actual retirement...probably 5-6 years, but here it goes:I got a job teaching in Texas, and am taking a large pay cut...
View ArticlePersonal Finance (Not Investing) • Small Business Cash Management
Hello Bogleheads. I run a somewhat seasonal small business. I also tend to image the worst and think we will wind up going the rest of the year without money coming into the business. Overall it's not...
View ArticlePersonal Investments • 529 to Roth/12-Month Rule
I’ve searched and haven’t found an answer to this particular scenario:Trying to figure out how the 12-month rule applies to the 529 to Roth with a Coverdell ESA in the mix.My 2 kids both have a 529...
View ArticlePersonal Consumer Issues • Reimbursement for telehealth services versus...
Traditionally, I've used health care providers in my general locality that accept my health insurance. My insurer, like most?maintains a list of providers in my area that accept their...
View ArticlePersonal Investments • Portfolio analysis
Dear expertsI'm planning to retire in almost a year from now and have been trying to get a handle of my finances during retirement. I met a fee-based fiduciary financial planner recently. After paying...
View ArticlePersonal Finance (Not Investing) • Tax planning/dividend question
Hello, I’ve been using the IRS 2024 tax withholding estimator and the result is confusing. The total pre-tax income I get includes our salaries + our bonuses + OUR ORDINARY DIVIDENDS + OUR QUALIFIED...
View ArticlePersonal Investments • Life Insurance Beneficiary
Friends, our daughter, a recent 39 year old widow with three kids (7,5 and 3) received proceeds of $1Milllion in life insurance. Any suggestions where to park this until we can talk to a tax lawyer,...
View ArticlePersonal Finance (Not Investing) • Mfj single earner, what to put on W-4?
After 20 years with the same company, my wife is starting a new job. I'm retired. What number should she put on the W-4?Statistics: Posted by Sekmet — Mon Jun 10, 2024 5:22 pm — Replies 1 — Views 121
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