Personal Finance (Not Investing) • Re: Is this Really a Wash Sale?
The answer given repeatedly above is absolutely the usual answer to this question. It's the answer that Fidelity's systems are programmed to follow. It's the answer that's supported by the text of...
View ArticlePersonal Finance (Not Investing) • Re: Help! My late father bought me a...
https://www.bogleheads.org/wiki/Posting ... eads_forumStatistics: Posted by BogleTaxPro — Tue Nov 05, 2024 1:03 am
View ArticlePersonal Investments • Re: Seeking advice on limited 401k fund options...
I hear you, but I also hear "experts" claim that 2022 was an exceptional year and that bonds are still relevant. Having said that I am definitely not willing to take a lot of risk on the stable value...
View ArticleForum Issues and Administration • Re: To the Moderators - Thank You!
Thanks for the thanks. It's always nice to learn that our work (mostly behind the scenes) is both noticed and appreciated by the vast majority of posters here. (The exception seems to be those we've...
View ArticleInvesting - Theory, News & General • Re: Cash is a terrible long-term...
In the meantime 10Y Treasury yields hit 4.4% againStatistics: Posted by InvestInPasta — Wed Nov 06, 2024 12:35 am
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Personal Consumer Issues • Re: When is the time to replace a comforter?
Replace it when you are comfortable doing so.^^^Best post I've seen in a while!! Statistics: Posted by Jeepergeo — Wed Nov 06, 2024 12:41 am
View ArticlePersonal Consumer Issues • Re: Problem downloading Vanguard CSV data
Thanks to the various people for confirming that it works for you. I have tried on a completely virginal MS Edge, so I'm pretty sure the problem is not on my end.I wonder if this is a load balancing...
View ArticlePersonal Investments • Re: 50 MILLION PORTFOLIO :)
How much are you saving?Statistics: Posted by Uniballer — Wed Nov 06, 2024 1:02 am
View ArticlePersonal Finance (Not Investing) • Re: Benefits of Quicken in 2024, time to...
I don't believe I'll ever be able to kick Quicken to the curb. It's helped me more times than I can count. Yes, I'm not happy with it going subscription but if that's what was needed to keep the...
View ArticlePersonal Investments • Re: Demented Spouse - Furious at Vanguard
Last week we took RMD's from his tIRA and the proceeds were deposited in his brokerage account. This week we attempted to move the proceeds from his Vangaurd brokerage account to hers, so she can move...
View ArticlePersonal Investments • Re: New employer 403B plan
What is the guaranteed long term account (no ticker) yielding? Just the yield, not the expense ratio in that fund. By law the yield must be specified net of expenses, so the expanse ratio becomes...
View ArticlePersonal Finance (Not Investing) • Roll your own Monte Carlo simulation...
I've revisited my Monte Carlo projections recently and once again come to the question of what assumptions I should use. I'm setting up a testing scheme where I can run simulations on a withdrawal...
View ArticlePersonal Investments • Re: Torn on contributing to VTI/VXUS vs SWTSX/SWISX
Would you be torn on buying Kellogg’s corn flakes vs store brand corn flakes?Statistics: Posted by lakpr — Thu Nov 07, 2024 1:12 am
View ArticlePersonal Investments • Re: Out of room in tax deferred but still need more...
VTEB (intermediate munis) has an annualized 30-day trailing yield of 3.43%. In a 4.95% state bracket, the after-tax yield is 3.26%VGIT (intermediate treasuries) has an annualized 30-day trailing yield...
View ArticlePersonal Investments • Re: If you had $50 million, how would your ETF...
Here's what I do:Code: SP500 30.6% VFIAX,FXAIXCOST 20.2% CostcoV 12.0% VisaBRK.b 9.4% Berkshire HathawayMSFT 7.1% MicrosoftCTAS 4.7% CintasGOOG 4.8% AlphabetCB 2.7% Chubb InsuranceARCC 1.5% Ares...
View ArticlePersonal Consumer Issues • Re: Editing outside portfolio at Vanguard broken?
The Portolio Watch shows the external funds entry FSPSX as international index fund, but it does not show the percentage as international.Statistics: Posted by wwhan — Thu Nov 07, 2024 1:31 am
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Personal Investments • Re: Portfolio Review and Advisor’s Recommendations:...
Would it matter which account for international tax credits ?If I did do FTIHX in taxable how would I go about it? Just trade it all at once?Would FZILX in a Roth, or solo 401k be more efficient since...
View ArticleInvesting - Theory, News & General • Re: [Vanguard Class Action Lawsuit...
Welcome news, though only $25 million is expected to go to investors, according to a Reuters news story. I’ll submit a claim when the notice goes out and hope for the best. As I recall, my surprise...
View ArticlePersonal Investments • Re: Is it time to get out of TIAA Real Estate (QREARX)?
Hello, @Admiral Fun,Thanks for your note. Could you provide a link/URL to the Green Street "premium to Nav is 9.3%" (I didn't find anything on https://www.greenstreet.com)?I saw another thread of you...
View ArticleNon-US Investing • Re: US Nonresident Aliens - Vanguard freezing legacy accounts
Not yet. Will do. ThanksMy experience with Schwab International is that I was able to transfer VTSAX in-kind and dividends reinvested.Also, I had access to one money fund in my IRA (SWVXX) but not in...
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