Personal Finance (Not Investing) • a few basic tax loss harvesting questions
1.Do I have to have gains to deduct my losses?2.If I sell a stock at a loss and that sale was my only stock/financial transaction that year can I just deduct $3k of the $10K loss off my taxable...
View ArticlePersonal Investments • Help me understand: retirement and taxes
If you are married filing jointly, and have around $30K from SS, you should pull enough from your IRA so that you use up the standard deduction. You may have no or very little tax liability at $30K SS...
View ArticlePersonal Consumer Issues • [On-going Scams - Post them here]
Mostly just curious. I'm treating these all as spam. I don't click on or open any. I manually send all to spam; I do not unsubscribe from any of them. But, I've been getting more of these,daily, all...
View ArticlePersonal Finance (Not Investing) • How do I choose Homeowner's Insurance?
I'd use an independent insurance broker and bundle auto and home insurance. If they are available in your state, I recommend that you consider Eire.Statistics: Posted by friendlydave — Thu Sep 05,...
View ArticleInvesting - Theory, News & General • Christine Benz discusses her new...
Rick, please pass on my heartfelt thanks to your volunteer who did the transcript. The interview and the transcript are very much appreciated.As it happens, no middleman was needed! I write all the...
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Personal Investments • Please give me feedback on my plan to become a Boglehead
I’m in my mid-to-late 30’s and realized I have not taken investing and retirement seriously enough. The funds I have invested have been through Edward Jones, using the same financial planner guy as...
View ArticlePersonal Finance (Not Investing) • TurboTax 2024 won't be available on CD
I've done the online version that past 3 or 4 years and I now prefer it other than them having my data.Statistics: Posted by Kbg — Thu Sep 05, 2024 9:31 pm — Replies 3 — Views 585
View ArticlePersonal Finance (Not Investing) • Teen Driver in 6 months, any suggestions?
2. There are no "accidents." With adequate foresight, everything is forseeable and preventable.That's ridiculous - unless by 'preventable' you mean you can choose not to drive on public roads (or...
View ArticlePersonal Investments • Does my elderly mother need international stocks?
No, she doesn’t.Statistics: Posted by AlohaBill — Thu Sep 05, 2024 9:31 pm — Replies 9 — Views 567
View ArticlePersonal Finance (Not Investing) • What is your opinion on using Progressive...
I’ve had auto with Progressive for years. Always happy with prices and customer service.Last month, Nationwide hit me with a 40% renewal increase for homeowner’s. I quickly and easily got a quote...
View ArticlePersonal Investments • Spending down cash in a stock market downturn - does...
So, not to derail my own thread, but let's put a little twist on this "spend cash in a market downturn" strategy. Rather than equities with a cash buffer, let's say you have two retirees:Retiree A:...
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Personal Investments • Does this make sense for my situation?
My thought was to invest half of the money in SCHD and the other half in DGRO. My rational behind this is:b) while I don't mind volatility, the volatility in something like VOO is beyond my comfort...
View ArticlePersonal Finance (Not Investing) • High-Income Medical Professional Seeking...
I don't know your intended marital future, but if you plan to have a partner, your idea of a good house may take a radical turn. Suddenly your spouse's opinion is important,... I would not bother...
View ArticlePersonal Investments • Anyone heard of Hatteras Core Alternatives?
Interesting, well thanks for all your info @Bogie. I finally found time to sit down and try to unravel some of what happened here and your contributions to this thread have been much appreciated. Post...
View ArticlePersonal Consumer Issues • Panoramic glass broken and insurance.
I had the front portion of the panoramic sunroom cracked while driving on the expressway. This happened about 3 weeks ago on my way to work. I heard a loud bang and tried looking for a chip on the...
View ArticleInvesting - Theory, News & General • Jason Zweig WSJ- "Chasing More...
https://www.wsj.com/finance/investing/d ... os2&page=1I cannot read it. But I have major position in VEIRX (Vanguard Equity-Income Fund Admiral Shares)This would seem to have impact? In other...
View ArticlePersonal Investments • Can You Double Dip to Justify Mega Backdoor Roth and...
Yes. You can do the same if you are a W2 employee, as your after tax and Roth 401(k) contributions still appear in box 1.Thank you. So why am I seeing answers like this one on MySolo401k.net's...
View ArticlePersonal Finance (Not Investing) • Guilt about Semi-Retirement (Looking for...
They would be highly remunerative opportunities, but I can already sense feelings of dread over even thinking about taking any of them.this is the part that got me.many people have that feeling of...
View ArticlePersonal Investments • Disadvantages of Buying a Specific TIPS Issue 3.875%
It's simpler than that. Just decide how much income you need over the next 10 years and then pay the premium necessary to get that coupon.It sounds like you still want to think that there are "deals"...
View ArticleInvesting - Theory, News & General • Just for fun, what single stock do...
The biotech startup that cures cancer or Alzheimer’s.Statistics: Posted by finite_difference — Fri Sep 06, 2024 9:43 pm — Replies 181 — Views 30489
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