Personal Finance (Not Investing) • How do I decide which health insurance...
Appreciate this forum and its members for the wealth of knowledge — I have learned so much! I'm torn between 3 health insurance plans and I'd love to get additional insights/advice. I'm based in...
View ArticlePersonal Finance (Not Investing) • Does the Stock Wash Rule Apply?
Before Nvidia stock split, I sold one(1) share @$1,200.00 to trim my profits. Nvidia stock split has been completed. Now I'm considering buying one to five share on the dip. As of the date of this...
View ArticlePersonal Investments • Swapping investments between accounts
I am sorry if this is too simple — I’m simply trying to get some input on what I plan to do.1. I have a substantial amount in a BrokerageLink account at FIDO (part of a 401k). A substantial amount...
View ArticlePersonal Consumer Issues • Ireland travel recommendations?
My 35-year old son just got married and he and his new wife (33) are planning on honeymooning in Ireland. It's the 1st marriage for both.Neither one of them has been there before, nor have I so I...
View ArticleInvesting - Theory, News & General • Why haven’t higher risk free rates...
In August 2020, long term treasuries (EDV) were trading at a 1.2% yield. Since then the SP500 is up 75% while the treasuries are down 50% due to rising rates. What was the market using to discount...
View ArticlePersonal Investments • Advice for what to hold in taxable account
I currently have a significant amount of money (~50% of my net worth) in vested and unvested RSUs from my company as part of my compensation package (I know). I absolutely realize that I need to...
View ArticlePersonal Investments • 401k Plan Changed Employee Fee Structure but Didn't...
I am a former employee and active participant of a 401k plan in which the employer previously paid all plan fees. Recently, and unbeknownst to me (since I was not provided any notification), the...
View ArticlePersonal Finance (Not Investing) • Annuities: Check my math?
Hi all, new to the forum and I appreciate all the helpful responses I've gotten to my first couple of questions. I have another. I'm trying to figure out what the current return is on two annuities my...
View ArticlePersonal Finance (Not Investing) • Interesting estate situation
So, my wife’s Mom passed away last September and some interesting things have developed regarding her estate. She has one sister. The Mom did not have tons of assets, maybe $160k. Some facts:* wife...
View ArticlePersonal Finance (Not Investing) • Asking experts on Fido Full View
I am a recent convert to Fidelity and switched from Mint to FV. I know every software has its shortcomings and can't meet everyone's individual needs. But my biggest need is to track my spending, as...
View ArticlePersonal Investments • 2yr Temporary Assignment in UK. How to invest while in...
I am a US citizen moving to the UK before the end of the year for a temporary assignment lasting about two years. I plan to continue my monthly investments in Vanguard using funds from my US bank...
View ArticlePersonal Consumer Issues • Food items from Amazon (discovered stale &...
Hi all,Has anyone else here ordered food/pantry items of Amazon and run into issues with the item after the return period (and if so, how did you deal with it)? In my case, I ordered some Ritz cracker...
View ArticleInvesting - Theory, News & General • Large Roth plus JEPI/JEPQ?
Why not for maximizing Roth IRA balance and then investing in JEPI/JEPQ? The money thrown off as income would be completely tax free right? Say you have $2.5M in Roth that meaning between $200k -...
View ArticleClik here to view.
Personal Investments • Rollover IRA - What to do? Complete newbee
Hi There. I was laid off from my job of 10 years and just rolled over my 401k to a Rollover IRA. I am mid-40's with 2 little ones, I assume I'll be working well past 65 (but it would be amazing not to...
View ArticlePersonal Investments • Medtronic PLC Stock Dividends Not Compounding in...
I consider myself a income investor. Hopefully someone here can enlighten me. Schwab acquired Ameritrade about a year ago. In my Ameritrade brokerage taxable account I had shares of Medtronic (MDT)...
View ArticleInvesting - Theory, News & General • Where did the 3T+ Nvidia money come...
In a short time, 3T+ of new money came from the rise of Nvidia. It sure made a lot of people a lot richer. Where did that money come from?Statistics: Posted by tcrez — Wed Jun 19, 2024 7:38 pm —...
View ArticlePersonal Investments • Solo 401k, can still do spousal IRA?
I run a small business and have a Solo 401k to which I contribute employer, employee pre-tax, and post-tax (for a roth rollover), up to the annual limit of $66,000. My spouse has two IRAs, one Roth,...
View ArticleInvesting - Theory, News & General • Simple and best short term Schwab fund
I have read thru some old threads but a bit torn.What would be the best etf to use to pay bills in a Schwab account?Trying to simplify as much as possible.I currently use SWVXX.Taxable account that I...
View ArticlePersonal Finance (Not Investing) • Best "free" American Express card?
My gold card annual fee hit and I'm probably going to cancel the card because I hardly use it since I've switched to BoA. I can't justify $250 a year for it. I have a long history with Amex, and I...
View ArticlePersonal Investments • When to start withdrawing?
Although I won’t be doing it anytime soon, I’m startling to think about when to start withdrawing money from my investment accounts. I’m only 38, single no kids, and can’t retire yet. Just trying to...
View Article