Personal Finance (Not Investing) • Should I cash in savings bonds early?
Do you foresee any educational expenses or other things that they could be used for tax free?Yes my child goes to a private school and it qualifies to be paid from their 529. There will be at least 7...
View ArticleNon-US Investing • Small-cap value ETFs for EU investors--are there any?
SPDR MSCI USA Small Cap Value Weighted UCITS ETFSPDR MSCI Europe Small Cap Value Weighted UCITS ETFIf you are trying to do factor investing with European ETFs, here is a long thread on Rational...
View ArticleClik here to view.
Forum Issues and Administration • Site Migration - 2024-06-15
Could you agree to do the migrations for my organisation? Smoothly executed and thank you so much for all you do.Statistics: Posted by Valuethinker — Fri Jun 21, 2024 5:09 am — Replies 28 — Views 2754
View ArticlePersonal Investments • Dividend Related Question
The price would drop even if there were no trades I'm not sure how a stock that has no trades has a market price. For most stocks there is trading every day, some people buying and others selling. For...
View ArticlePersonal Finance (Not Investing) • IRA Draw Down Strategy to Reduce RMD
We're in a similar situation. DW and I are retired with $1.7m in tIRAs, almost entirely in bond funds, and a larger taxable account almost entirely in stock funds. I'm just over 2 years from SS at...
View ArticlePersonal Finance (Not Investing) • Taxable vs Non Taxable IRA's
I made after tax contributions to a t-ira many years ago and I did not know I needed to file form 8606. about 10 years ago I realized the error of my ways and filled out the form 8606 for each year...
View ArticlePersonal Investments • Switching from actively managed funds to...
Hi, another question if you don't mind.So, I've initiated the transfer of all my current funds to Fidelity, since all will transfer in kind.Now how do I set it up to have check writing capabilities...
View ArticlePersonal Investments • How do you feel about mixing and matching funds in one...
...is it ok to mix Schwab and Vanguard fund together in a Roth IRA/Brokerage? Also mixing ETF's with Mutual Funds, a good idea? Sure it's OK, but there is no reason to invest in similar funds from...
View ArticleInvesting - Theory, News & General • Where did the 3T+ Nvidia money come...
Just asking because I don’t know. Is it possible that a large portion of the new current value of Nvidia is built on margin loans? Money was created from debt to fund the purchases?Statistics: Posted...
View ArticlePersonal Consumer Issues • 1984 speculative fiction
In many ways we are living in a 1984 society -- at least half anyway.What Orwell didn't anticipate is that we'd all happily sign away our privacy to the phones in our pockets, for convenience in...
View ArticlePersonal Consumer Issues • Where to Purchase High End New Sport Coat....
I've been very happy with my Samuelsohn purchases. Also check out Sid Mashburn.Statistics: Posted by jodhpur — Sat Jun 22, 2024 4:57 am — Replies 16 — Views 1107
View ArticleClik here to view.
Personal Finance (Not Investing) • No college choice really
Most private colleges and OOS colleges are just not affordable. I looked up engineering programs in some good universities including UCs, UNCs, UPenn, UMich etc and the cost including housing and...
View ArticleInvesting - Theory, News & General • Vanguard Target Date Funds in my new...
Wow! Vanguard's been listening to the "bond tent" folks and rising equities gurus! These must be institutional funds, they sure as heck aren't available to me in my brokerage and 401K accounts. Wish...
View ArticleClik here to view.
Personal Consumer Issues • What frugal thing did you do today?
I researched, selected and bought a whole house surge protector and had it installed for free by an electrician who was installing heat pumps at my house. With state and federal rebates, the cost of...
View ArticlePersonal Consumer Issues • Budgeting for Slow Travel in Argentina/Chile/Uruguay
No real advice except that I was in Argentina in March 2024 (BA and Ushuaia) and inflation was noticeable, which will make accurate budgeting based on previous (even recent) experience...
View ArticlePersonal Consumer Issues • Quebec City
Don’t miss the Chutes, a little outside the city, but worth the trip.https://www.quebec-cite.com/en/business ... ontmorencyStatistics: Posted by Retiredrocketbuilder — Sat Jun 22, 2024 5:06 am —...
View ArticlePersonal Finance (Not Investing) • Social Security Retirement Calculator. Is...
I don't know why the SSA likes to report only the first year benefit, when the benefit in all later years will dominate the over all income.Probably because they don't want everyone who starts after...
View ArticlePersonal Investments • Will NVidia continue to climb?... sold half so I'm...
This thread cracks me up.We Bogleheads like to trust the market to do the right thing (overall, long term) and then like to second guess certain trends, esp in response to misleading analysis from...
View ArticlePersonal Investments • Tax exemption for treasury interest in an IRA?
... However, when buying a treasury with a tax advantaged IRA account will the withdrawals of that accrued interest/dividends be exempt from state and local tax as well? ...Welcome to the forum. I...
View ArticlePersonal Investments • Portfolio Review - 42 yo couple with young children
I am never sure why folks think moving plus more space to clean is going to make life easier, but financially your plan seems feasible.Statistics: Posted by sailaway — Sat Jun 22, 2024 5:25 am —...
View Article