23 results in 0.0050 seconds.
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Thanks. That is helpful. I see the list of covered services and it seems extensive but I can see how that can be basic.... -
Lawyer Benefit Via Work Pro's vs. Con's
I have the option of a benefit via work to access a lawyer for routine legal matters. I need to make a will, POA, maybe even consider trusts and such... -
Great thanks!!!...Leave a comment:
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I Bond, where is the interest?
I bought a $10,000 I bond on 1/5/2022. When do I start seeing interest on that I-bond? Whenever I login, it still shows $10,000. It's been nearly 4 months?... -
Well Vanguard prevented me from buying VTIAX for 30 days. So it seems they do....Leave a comment:
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Well it was my first time TLH-ing. The only thing is cannot tell is if the dividends were reinvested in VTPSX, so far I cannot see that they were (seems...Leave a comment:
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Wash sale?
Hi,
Late last year (11/29/2021 to be exact), I tax loss harvested VTIAX in my Vanguard brokerage account and exchanged with VFWAX in the... -
Thanks. Well, that didn't last two long because markets rebounded. No need to do it....Leave a comment:
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TLH the same type of funds twice
Earlier I tax loss harvested from VTAIX shares to VFWAX to TLH about $2000 of loss. Now within 30 days of that transaction, VFWAX has lost another $1000.... -
My error. He is has an S Corp (not a sole proprietor). Also he is not a high earner in the MD range. Net business income in 2020 was 45k....Leave a comment:
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Solo 401K question
Hi,
My husband is a sole proprietor and has an S Corp for his business. He took a salary of $36,000 with the rest of the income as distributions.... -
Private REIT versus Vanguard REIT
This week Jim had the PEAK REIT CEO on. I was wondering why one would invest in a private REIT over a say a Vanguard REIT? What are the benefits and draw... -
Thanks all. I will just open a tIRA....Leave a comment:
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Using SEP IRA for a Backdoor Roth.
I just want to make sure that I am doing this correctly.
My spouse is self employed and not an MD. So our gross income is high, and I do... -
With a jumbo refinance (paying off the HELOC), I would save around 170k. With a conventional (paying off HELOC and paying down mortgage), I would save...Leave a comment:
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The emergency is fund is admittedly more than I need. I would need about 30K for 3 months-60K for 6 months (and that is generous still). That being said,...Leave a comment:
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Pay off HELOC and pay down mortgage to refi versus not
Hi,
Question for the group. We have a mortgage of about 570K at 3.875 (and we are about 5 years into the mortgage) and we have a HELOC of... -
HSA and ability to use a different provider
Hi,
I have an HSA and I am now able to invest. I can do this with the bank that my benefits administrator uses (Avidia bank). So they charge... -
Refund of advisory fees in old taxable account
Hi all.
I recently fired my financial advisor (Thanks Dr Dahle and the FYFA course). I transferred my taxable assets to Vanguard. However... -
So that money was left over from last years (2019's) back door in my IRA. I moved it all in 2020 to the Roth. So I guess I will pay taxes on that with...Leave a comment:
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Robo Advisors
Do any of you have experience with robo advisors (e.g. Betterment)? I am not quite savvy enough to do it myself but my 1% fee on my taxable account for... -
Using a SEP IRA to do a back door Roth
Me: MD, employed, makes above 500k, maxed to employer plans, back door Roth, and taxable
Spouse: self employed, makes about 100K (30% salary, 70%... -
Pro Rata and $0 dollars in IRA
Hi,
I have been doing back door IRAs for 1 year and noticed that $0.48 was left in my IRA last year (in a cash account not invested) after...
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