Betterment for brokerage

[Pmrdoc46]

Personal Capital...

[Pmrdoc46]

Some good advice here I'm ADI Y for everything else

[Pmrdoc46]

I don't know .25 is pretty low I don't have to constantly be looking for tax loss harvesting....

[Pmrdoc46]

What's some thoughts on using betterment for brokerage account? I thinking of the core 80/20 allocation. I really like the auto tax loss harvesting...

[Pmrdoc46]

Thanks

[Pmrdoc46]

For that does that seem right?

[Pmrdoc46]

So I ended up adding office expeoffice expands of 250 ft² I took the simplified method hes method and got $5 a square foot for...

[Pmrdoc46]

It does have office expenses but it doesn't have anywhere to put in when I want to claim part of my house.. It's all cleaning supplies shredding services...

[Pmrdoc46]

I am using this year's online self employed turbotax program. I cannot find where to enter my Home Office deduction.. I must be blind I have looked...

[Pmrdoc46]

I hope you and your family are safe and sound I have family in Benton they were hit also terrible situation.

[Pmrdoc46]

Yea I like to get the money working asap. I use Fidelity process is very quick...

[Pmrdoc46]

Just because a fund is more tax-efficient doesn't mean it's a better deal for you if the return is much less check it out.

[Pmrdoc46]

I know third has been beat to death. I always do my bdr on Jan 2nd. I bbb doesn't pass as is or at all by the new year do you think it's still safe to...

[Pmrdoc46]

Anne I saw a hourly cfp and he suggested I invest that amount into a Roth to get that bucket bigger...

[Pmrdoc46]

I have a sizeable tax deferred 401k >1m I have about 200k in a roth, only 80k in brokerage. I think if legislation passed I want to max out Roth 401k...

[Pmrdoc46]

lithium completely right about boglehead forum....

[Pmrdoc46]

pretty much what I have been thinking

[Pmrdoc46]

thanks Tim. looks to be a slow day on the forum. I will post this on boggleheads

[Pmrdoc46]

here is my situation. My taxable income is at the upper end of the 24% bracket. With the pending tax legislation I'm trying to plan if the back door Roth...

[Pmrdoc46]

This may be a silly question. If my wife and I both have a joint brokerage account and I die first which is probable will my wife get a step-up basis.?...

[Pmrdoc46]

has anyone invested with fnrb? if so what has been your experience?...

[Pmrdoc46]

I think your in a good place to spend for the vehicle especially if you plan on driving it 10 yrs or so. Personally I wouldn’t finance a depreciating...

[Pmrdoc46]

Vent I was thinking the exact same way as you. I plan on having excellent insurance when I am 65 Medicare plus a good supplement not one of the garbage...

[Pmrdoc46]

I currently max out my HSA. I am thinking for future medical expenses I will pull the money out of myhsa and put in my taxable brokerage account to build...

[Pmrdoc46]

Has anyone used wealthtrace or maxifi? If so how did you like it?

[Pmrdoc46]

How much is jfox flat fee?

[Pmrdoc46]

I'm so sick of the pay your fair share narrative. Anyone earning close to 400k of w2 income is paying an outrageous amount of taxes

[Pmrdoc46]

You definitely need to invest the tax savings to come out ahead. We are in the lowest tax rates of my working carrer now. I am going to make a wild guess...

[Pmrdoc46]

I get it's math, but aren't you better paying tax on 1m in controbutions vs 3m earnings?

[Pmrdoc46]

Shouldn't we always use a roth option over traditional when available. I earn 320k per yr Mfj. Since the vast majority of the money in my retirement will...