Personal Consumer Issues • Re: Windows 10/11 Sandbox
OP here--I have a spare mini pc with Pro on it so set up this Windows Sandbox. Very easy to do. Looks useful for certain situations. Someone more tech than me, which wouldn't take much, would have to...
View ArticlePersonal Investments • Re: SSGA qualified dividends
You need to calculate it yourself, based on: https://www.ssga.com/library-content/pr ... imary.xlsxHow do brokers report it on consolidated 1099-Div?Statistics: Posted by jebmke — Mon Mar 04, 2024...
View ArticlePersonal Investments • Re: Estimating dividends/interest in retirement planning
I'm curious if anyone attempts to estimate future dividends/interest as part of your retirement income planning? If so, how do you do it? DW will retire this year and I will retire next year.Yes, and...
View ArticlePersonal Finance (Not Investing) • Etrade has still not issued 1099-R
I have not received a 1099-R I'm expecting from ETrade for a direct rollover (roth 401k to roth IRA) that I executed in 2023. The direct rollover took place when ETrade was still ETrade, and then...
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Investing - Theory, News & General • Re: Emerging Markets Stocks have...
This is what has me veering away from a generalist Boglehead Philosophy. A more heavily weighted EM + a bigger concentration in bonds - both at the cost of US equities was what Qian Wang from Vanguard...
View ArticlePersonal Consumer Issues • Re: about Norway rats
I had a more troublesome problem at my business, roof rats! They climbed a tree, jumped on the roof, chewed a hole in roofing material above awning and began to create havoc. I finally had to cut down...
View ArticlePersonal Finance (Not Investing) • How to share HR Block tax software with wife
My wife and I are filing jointly but she is in another state.I have all my tax info loaded in my HR Block tax software (2023 return).I was hoping I could either send the file to her so she could enter...
View ArticlePersonal Consumer Issues • Re: Where else can I find financial news...
I look at Abnormal Returns occasionally. Though, in recent years, it seems to pick up every blog written by any of the Ritholz Wealth Management folks. That's not necessarily a bad thing, but it does...
View ArticlePersonal Investments • Re: Athene Holding Ltd Depositary Sh dividends adjusted
I have 2 ATHENE HOLDING LTD preferred stocks and in Feb the previously paid dividends from January were “adjusted,” meaning they were taken back. I spoke with Fidelity, and they had no information on...
View ArticlePersonal Investments • Re: Backdoor Roth IRA NJ State on Turbotax
Can't see your image, but you should get taxed on it.Statistics: Posted by RyeBourbon — Mon Mar 04, 2024 4:31 pm
View ArticlePersonal Consumer Issues • Re: When to switch from dealer to independent for...
To the subject line: "When I drove the new car off the lot." I really loathe the dealership's service department. Will only go there for recall and warranty work and even then I'll hold my...
View ArticlePersonal Investments • Re: tax reporting on NUA employee stock sale
If you sold it after one month in the taxable account, the gain for that month is a short-term gain.Statistics: Posted by RyeBourbon — Tue Mar 05, 2024 4:51 pm
View ArticlePersonal Finance (Not Investing) • Re: How much car can I afford?
A Dave Ramseyism is to not have more than 50% of your gross income in cars, boats, planes etc. I think that's a pretty good rule of thumb. Ahh, shoot. The boat is so close to 50% the kayak and 15yo...
View ArticleInvesting - Theory, News & General • Re: Robinhood 3% IRA Match
Is that really the value? Isn’t it more like $50 of interest for the year?Don't know why I edited it the first time.But no, you don't get $1000 for free, you need to leave $80 or whatever of Margin to...
View ArticlePersonal Consumer Issues • Re: What to do?? [Vanguard warning about closing...
If you are done making major changes, perhaps you won’t need to call as much in the future. But if there are more changes that need to be done, enlisting PAS for a year or two might be worthwhile....
View ArticlePersonal Finance (Not Investing) • Re: If/how/how much to financially assist...
Maybe thinking about the end goal and working backward may help? I’m a bit behind y'all but have the same decision coming in a few years. Circumstances/situations can always change, but my general...
View ArticleInvesting - Theory, News & General • Re: What if you can't access your...
We live part of the year on the Gulf Coast and are used to being prepared for hurricanes. The rest of the year we live high in the mountains where power outages from wind or heavy snow are common. We...
View ArticlePersonal Consumer Issues • Re: Getting new car
Keep driving the beater until you establish a living baseline.Your insurance will go up by leaving your parents policy. It will go up again with a new/newer car.Some parts of Denver are very...
View ArticlePersonal Finance (Not Investing) • Re: When/Why would you need Trust over Will
I was talking to a friend and he said I should get a Trust instead of a Will. He also suggested a Financial Advisor which I will not due as I have done well for myself. He said I want to avoid...
View ArticlePersonal Investments • Re: Vanguard Personal Performance Dashboard Issue
Yet again more Vanguard recent changes are not good and I am hoping they do another update to bring back the lost functionality. As an example you can no longer see how much you have made in dividends...
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