Personal Consumer Issues • Utah Mighty 5 in early June?
This would be a family trip with my 3 kids (13, 11 and 5) so nothing too crazy. We just returned from Glacier National Park and completed Grinnell Glacier, Highline and Avalanche Lake - all early...
View ArticleInvesting - Theory, News & General • Vanguard is owned by its...
I find myself amused and unsettled to see a company which claims to be "owned by shareholders" continue to remain opaque from shareholders. Does make you wonder what the internal culture is really...
View ArticlePersonal Investments • Mega Backdoor Roth questions from a newbie re is it...
Trying to figure out if it'd be worth it for me to transfer my Solo 401K to MySolo401K so I could use its Mega Backdoor Roth feature. I'm fully self-employed. My understanding is if my self-employment...
View ArticlePersonal Investments • Reinvesting Tbills and CDs
What I did was put my fixed income into intermediate term funds around 25 years ago and that is what I have now. I admit to messing around with what intermediate term funds, TIPS or Treasuries or some...
View ArticlePersonal Investments • TIPS Secondary Market Math
Investment cost can be much higher than par after adjusting for inflation index and discount or premium. Assuming no deflation, does one get his/her investment cost plus subsequent inflation...
View ArticlePersonal Consumer Issues • Arizona and California in December
--Adding a drive through Valley of the Gods when you're in Monument Valley, if you have the time.Valley of the Gods is always on our itinerary whenever we're driving through Monument Valley, as is...
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Personal Finance (Not Investing) • Fidelity as a one stop shop
Fidelity now supports authenticator apps other than Symantec VIP.https://www.reddit.com/r/fidelityinvest ... ator_apps/ One thing we’ve heard is that you’ve wanted more ways to secure your account...
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Investing - Theory, News & General • Rebalancing Question
Unfortunately, nobody is going to look up that many funds. If you want help with that, you should post a list with the percentage of your portfolio, fund name, ticker, expense ratio, and the amount of...
View ArticlePersonal Investments • Help me get started
Thank you all. I will update my postStatistics: Posted by aa2014 — Thu Aug 15, 2024 4:22 pm — Replies 4 — Views 268
View ArticlePersonal Investments • Laid off at 55 and my head is spinning...
Were you 55 when you were laid off? Does your workplace plan support the rule of 55 (ie, allow for partial withdrawals)?I am pretty certain the rule is you need to be 55 at the end of the calendar...
View ArticlePersonal Consumer Issues • Opinion on immersive art experiences? Monet?
The Monet immersive has been on exhibit for decades. It's called Water Lillies and it's at the l'Orangerie in Paris.Sorry, couldn't resist.Statistics: Posted by cbs2002 — Thu Aug 15, 2024 4:23 pm —...
View ArticlePersonal Consumer Issues • What Book Are You Currently Reading? Part VI
“The River of Doubt, Theodore Roosevelt’s Darkest Journey” by Candice Millard.I read that several years ago and it's fading, but I remember it as being very interesting, very well written, and very...
View ArticlePersonal Consumer Issues • YouTube TV / NFL Sunday Ticket
Yes, so as an example, if I turn on a baseball game that was recorded yesterday and see that it lasted 3:30 I know it was probably high scoring or if it was 2:15 it was probably low scoring. And if...
View ArticlePersonal Finance (Not Investing) • Roth Conversion vs Capital Gain Harvesting?
I would do a mix of Roth conversions and realizing LONG TERM capital gains with more going to conversions. (Convert the asset that has the expectation of the fastest growth --> a stock fund.)Growth...
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Personal Investments • Inheritance and Stock Concentration Issue
To that I'd just say be careful how you label people...Apologies if my assessment of your behavior was perceived as offensive. I tend to be blunt in my assessment and opinion sharing (habit of an...
View ArticlePersonal Investments • Cash holding in retirement
PinotGrisWe too are an older couple long into retirement (me 87, she 89). Our SS benefits and my pension cover most of our retirement budget needs. Yes, I still monitor our annual expenses and make...
View ArticlePersonal Investments • Silver Exposure
The great advantage of silver is that you are able to hold it yourself. Buying a fund is the worst of both worlds, you get all the worst aspects of both silver and funds.Silver can be a good way to...
View ArticlePersonal Investments • Choosing funds in an American Trust 401(k)
Thanks very much to you both! This is all so helpful.LeslieStatistics: Posted by Leslie Knope — Fri Aug 16, 2024 4:33 pm — Replies 3 — Views 204
View ArticlePersonal Finance (Not Investing) • When one spouse lives much longer...
You can worry about reduced income or you can worry about being pushed in to higher tax bracket but please don’t worry about both the scenarios at the same timeStatistics: Posted by rs9876lg — Fri Aug...
View ArticlePersonal Finance (Not Investing) • Bank of America/Merrill Edge - Preferred...
Different brand affiliations?No. One of mine was an MLB card that they changed to a Cash Rewards. The other 2 were always Cash Rewards...actually now that I think about it, one of mine I product...
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