Personal Finance (Not Investing) • International money transfer
We sold some property in India last year We paid capital gains taxes in India We also declared the sale and the capital gains on our US return and received a credit We are planning to repatriate the...
View ArticlePersonal Finance (Not Investing) • How to auto-transfer out E*Trade dividends?
Is there a way to have dividends and interest automatically transferred from my E*Trade account to my bank?This is easy at Fidelity but I can’t find a way to do it at ETrade. Thanks.Statistics: Posted...
View ArticlePersonal Finance (Not Investing) • Corebridge Financial 403b
My wife, age 70 retired 8 years ago from a NJ school district and has a 403B with Corebridge Financial/VALIC. Does anybody know if she can switch to a Schwab rollover IRA without fees/penalties? I...
View ArticlePersonal Investments • Asset Allocation - Do You Include Cash?
I recognize that this is a very basic question, but as a relatively new member here, I see that it varies GREATLY!And for those investors who carry a lot of cash, counting it or not counting it in...
View ArticlePersonal Finance (Not Investing) • home appraisal contingency
We're first time home buyers in a hot sellers market. We are under contract for a home with an appraisal contingency in place. We presented as cash (and showed proof of funds), however, we intend to...
View ArticlePersonal Finance (Not Investing) • Corporate Trustee
[Topic is now in Personal Finance (Not Investing) - mod mkc]Dear Boglehead friends,My DW and I are updating our estate docs such as trust, wills, etc. One issue where I need your collective advice or...
View ArticlePersonal Investments • Seeking Advice: Incorrect Cost Basis Reporting on...
Dear Bogleheads,As the Power of Attorney for my 63-year-old mother, I’m seeking advice on a frustrating issue we’re facing with incorrect cost basis reporting for inherited shares.Background:My mother...
View ArticlePersonal Investments • What's the magic in Rick Ferri and Jon Luskin's advice?
hey community,I have been waiting for @Rick Ferri over a year, meanwhile Jon Luskin's rates have doubled. Now they are $2,895 minimum!https://jonluskin.com/one-day-financial-review/ (he shares samples...
View ArticleInvesting - Theory, News & General • Three Fund Bond Portion
Hi,I'm 42 and about three years ago started adding to the bond portion of my 401K and Roth/IRA's using total bond funds. My wife and I are each 90%/10%. My question is why am I adding to bonds when I...
View ArticlePersonal Investments • Forced brokerage transition: Other low cost MF companies?
Hello, all. I received a letter from Vanguard today about the forced transition to a brokerage platform. I have successfully put it off until now, and just two months ago they assured me I could keep...
View ArticlePersonal Finance (Not Investing) • My Microsoft Money has finally died...
I've been using MM since it originally came out, changed to the Sunset version when Microsoft stopped supporting it, and now it demands activation which doesn't really exist, so I'm stuck trying to...
View ArticlePersonal Finance (Not Investing) • understanding Medicare claim & payment
I'm new to Medicare and want to understand the claims being submitted and paid. I recently saw my doctor (a teaching hospital-associated specialist) for an existing condition and he ordered bloodwork...
View ArticlePersonal Investments • Funding Two Revocable Trusts Equally or Unequally?
Greetings fellow Bogleheads! I’ve been reading these posts for a while but this is my first post. My wife and I currently reside in NY and have recently created two separate revocable living trusts....
View ArticlePersonal Investments • Redemption of Ibond that’s named as Trust
Hopefully someone can shed light. My mom passed recently and held ibonds that were named in her trust with myself and another as co-trustees. We need to redeem funds to the beneficiaries. She is...
View ArticlePersonal Investments • TIAA Portfolio Help Please
Greetings, I hope I can get some advice on my portfolio. I have two TIAA accounts: one from a job I had 20 years ago and one from my current job. I am 48 years old and would like to tighten up my...
View ArticlePersonal Investments • Help with bridge to SS
I would welcome thoughts as to how to most efficiently draw down our funds as we create a bridge to Social Security. I have read the wiki page, watched Rob Berger video, researched TIPS ladders and...
View ArticleInvesting - Theory, News & General • TIAA STARS (SUNY Targeted Allocation...
Hello all,Had not seen this posted yet. "As part of the upcoming plan changes, the State University of New York (SUNY) has developed a new default investment option for the plans or, said differently,...
View ArticlePersonal Investments • Question about TIP Bond
Hi, I have an IRA account with a bunch of holdings, but one of them I don’t understand. A few years ago I purchased 5,000 units of CUSIP 91282CBF7. I paid ~$5500. I can’t remember why I did this! I...
View ArticlePersonal Investments • Can I retire early?
I work in a high stress job and have had several health issues over the years. I’m tired of working and thinking about quitting. Alternatively, I could hang on for another 1-2 years, but don’t think I...
View ArticlePersonal Finance (Not Investing) • How Do The Limits on Voluntary After Tax...
Let's say you work at a W-2 job which offers a 401k, and you also have a self employed sole proprietor solo 401k.As I understand it:1. Your total limit for 2024 for elective (also know as employee,...
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