Investing - Theory, News & General • Vanguard to Exit Individual 401(k),...
I'm the administrator of my Vanguard solo 401k. I just rolled it over to my Vanguard IRA. Who generates the 1099-R? Me or Vanguard?Did you close your business? I would assume Vanguard generates 1099,...
View ArticlePersonal Consumer Issues • Which college?
What throws me off with the question being asked is that the OP's son is looking at two different majors at two different schools rather than the typical question of what school to choose for the same...
View ArticlePersonal Investments • Sale of primary house cap gain tax
I live in a house for more than two years. The house appreciate more than 400k, So if I sell in the year when I retire with no income, The appreciation minus 250K primary exemption=150K. Also with...
View ArticlePersonal Consumer Issues • Squirrels: do ultrasonic repellers work?
I thought I had a squirrel. Turned out to be a raccoon.Major difference in size of animal?Statistics: Posted by vnatale — Fri Apr 26, 2024 10:44 pm — Replies 14 — Views 1491
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Investing - Theory, News & General • I Bonds Mega Thread (I Bond Heads...
So I gather then that when scheduling an order with TD, what you're really scheduling is entering the request on that date, as if you logged in and did it yourself on that date. Because the purchase...
View ArticlePersonal Investments • AVANTIS/DFA high fees?
If you receive the factor premiums, they will be reduced dollar for dollar by expenses. That's true whether you're looking at the market factor premium gotten through total stock fund or small and...
View ArticlePersonal Finance (Not Investing) • Individual 401k to Employer 401k Rollover
If your plan assets at 12/31/23 were $250k+, you need to file an annual Form 5500-EZ by 7/31/24. Otherwise your list looks complete to me.Thanks! Yes, the plan assets have always remained under $250k....
View ArticleInvesting - Theory, News & General • International (Non-US) versus US...
Sure dividends, buybacks, or just capital appreciation.S&P Dividend Yield right now is 1.39%.https://www.multpl.com/s-p-500-dividend-yieldThat's far less than the cash/bond you said hope to beat,...
View ArticlePersonal Finance (Not Investing) • Can I Deposit 6k In Cash Without IRS...
Whatever you do, don't lie if you are asked the source of the money. Such a false statement is what landed a former Speaker of the House and second in line to the presidency during 9/11 in...
View ArticlePersonal Investments • Consolidated asset allocation view
I think you can get the information you want using Portfolio Visualizer (portfolio backtest option). https://www.portfoliovisualizer.com/backtest-portfolioIf you create a spreadsheet with each fund in...
View ArticlePersonal Investments • Seeking Advice: Put Cash Reserves into Market Now?
I'm 51, male, single, don't own a home anymore (live in a rental apt), have a stable job, salary around $255k, live in HCOL city. Approx. $1.5M in 401k (max out every year), $36k in Roth (started...
View ArticlePersonal Consumer Issues • Rocky Mountain NP Question - Bear Lake Road
I have not been to Estes this year, so I am not familiar with the construction.The moose are out all day feeding. They like wet, marshy areas. The only moose I have ever seen in RMNP are along the...
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Personal Finance (Not Investing) • Paying a contractor
We had some work done to our house. The contractor provided a quote, agreement, and guarantee in writing. The job was done well and they were very accommodating. They did not require any payment up...
View ArticleInvesting - Theory, News & General • Jason Zweig on Bonds vs Bond Funds
That was very smart to manage your drawdowns using shorter term instruments in conjunction with the workings of the portfolio as a whole.Many investors on BH are three fund only and hold only TBM per...
View ArticlePersonal Consumer Issues • Wanting to buy the house next door
Or are you planning to renovate the house, move into it, and sell your current house?Or would you keep both houses, but rent out one of them?Statistics: Posted by 22twain — Fri Apr 26, 2024 11:09 pm —...
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