Investing - Theory, News & General • Taxation of Treasury bills, notes...
I inherited a TIPS from my sister in a taxable account at Vanguard last year and sold it shortly thereafter. Given that I only owned it for a few months, I expected a modest tax impact but my 1099s...
View ArticleInvesting - Theory, News & General • Can we expect TBM funds to...
I would like this thread to be focused on discussing how reasonable or unreasonable it is to pessimistically expect that nominal bonds underperform inflation, and then the direct consequences of that...
View ArticlePersonal Finance (Not Investing) • Any Azul Wells fans here?
I watched a lot of his videos but they are very repetitive. Mostly of the following theme.1) Retirement smile spending.2) Retire as soon as you can.3) Use fee-only financial advisors.And guess what,...
View ArticlePersonal Investments • Lifecycle 2030 and Lifecycle 2025
2040 is fairly aggressive so recommend 2035Statistics: Posted by yogesh — Sun Mar 10, 2024 6:08 pm — Replies 9 — Views 480
View ArticleInvesting - Theory, News & General • state and local taxes on treasury...
From OR-17. It appears that you can take the US govt obligations earned that year in your IRA and pro rate that with your distribution. There does not appear to be a carry forward. Page 88 of OR-17....
View ArticlePersonal Consumer Issues • Looking for upright piano in northern / central NJ
My son is looking for an upright piano in northern / central New Jersey. Not looking to purchase a Steinway. Maybe a used Yamaha upright. I know some people can't get rid of a used piano, but he'd...
View ArticlePersonal Consumer Issues • Anyone consider retiring to Vancouver, Washington?
Hi again - Does anyone have any information about Washougal? Isabelle77, you mentioned you knew a friend who was robbed on a trail. Overall, is Washougal safe? Or would Camas be safer? Any things in...
View ArticlePersonal Consumer Issues • When Do You Buy Airline Tickets?
One tip - if you have a friend with a subscription to ExpertFlyer, you will be able to get additional information about the availability of various fare classes on specific flights and also which...
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Personal Investments • REIT fund for buy and hold index investor?
Thus, if you hold real estate in proportion to its weight in the stock market, you are underweighting it relative to its proportion in the investment universe.Isn’t this true of many other asset...
View ArticlePersonal Investments • SS is insufficient, very little savings, what's the...
A family member has very little retirement savings (less than $20k), owns an above-average home, not paid off yet, spouse has a small pension that just covers health insurance. She is 70 years old,...
View ArticlePersonal Investments • Where and How to Rollover
Navigating retirement account rollovers can be a bit complex, but it's great that you're planning ahead. Considering your preferences for Fidelity or TDA, you can roll over your wife's balances from...
View ArticlePersonal Investments • Career ending, getting fired. Can we FIRE ?
I am unclear about the original question… can “we” FIRE. Is your husband planning on continuing working? Or is the question whether you can BOTH retire now and maintain your lifestyle?If your husband...
View ArticlePersonal Consumer Issues • Electrical Outlet Covers
To each his own. Kind of ugly for interior use.Statistics: Posted by bradinsky — Mon Mar 11, 2024 6:21 pm — Replies 43 — Views 2909
View ArticlePersonal Consumer Issues • Is Calif Really That Expensive - Or Am I Missing...
There are some things that make California worth it to people who can afford it. First and foremost is the climate, which is difficult to put a price on. Mild winters and low-humidity summers. Second...
View ArticlePersonal Investments • Starting the SSRI Paperwork
I am in this current position....I have half of our retirement investments with a manager. The other half is in my 401k.It's a mix of investment options. I am feeling a need to move from the manager...
View ArticlePersonal Consumer Issues • Wisdom of cross-country, one-way RV rental (with a...
Tow the mini van. I did not read any of the comments, but we have a travel trailer and Yes, gas will be costly. Are you thinking a huge RV, or one that is more the truck style? I am not sure of all...
View ArticleInvesting - Theory, News & General • Should the QDI advantage of AVUV...
It seems like DFA and Avantis both make concerted efforts to have maximum tax efficiency in all of their funds. When comparing something like VIOV to DFSV or AVUV, there is no question to me that DFSV...
View ArticlePersonal Finance (Not Investing) • perfect credit rating, can’t use my credit
If you need a loan, a good credit rating helps you get the best terms. Aside from that, no, a good credit rating isn't something to capitalize on.Statistics: Posted by Mountain Doc — Mon Mar 11, 2024...
View ArticlePersonal Finance (Not Investing) • IRS 2848 POA tips and tricks
I've been working on this same issue for my mother. Have had two forms returned with minor errors. Just sent in the third one- hope it will be accepted this time.Do you mind sharing what the errors...
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Personal Investments • BND or Stable fund
Huh. I've only been putting 10% of my fixed income allocation into it, because I've been expecting bond funds (mine is RBFGX not VBTLX but they're similar) to beat the SVF in the mid term future due...
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