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Investing - Theory, News & General • What is the magnitude of DXY's...
All else equal, what does 1% change in DXY do to VXUS? I've been assuming it's 1:1 (opposite directions of course), but does anyone know better?(Trying to figure out if VXUS is actually having a good...
View ArticlePersonal Finance (Not Investing) • New IRS Form 7206 for SEHID--COBRA and...
I just looked at the 2022 Pub 535 which contains a SEHID worksheet. The language in the Pub 535 is pretty much the same as the new form. So, the new form does not seem to be breaking with past...
View ArticlePersonal Finance (Not Investing) • Very concerned about security!
Thai past weekend I tried to process a Qualified Charitable Deduction from my Vanguard 401K as I have in the past weeks. ...Are you saying you have QCDed from your 401K in the past? I am under the...
View ArticleUS Chapters • Are any BH's not wealthy?
Getting there but not yet. I studied and earned almost nothing for a while. Switched over to tech and have had a high income for a few years, but it takes time to get to "wealthy". I'm 43 and would...
View ArticlePersonal Finance (Not Investing) • 2023 Tax Year - First Big Roth Conversion...
FWIW, there was some questioning my decision to do Roth conversions without having every tax and subsidy detail in my analysis.What I did know in 2021 when I started Roth conversions is our tIRA...
View ArticlePersonal Finance (Not Investing) • Taxes on gains in backdoor Roth IRA...
I have a 1099-R showing the entire amount of the distribution as taxable, and the "taxable amount not determined" box checked. I later indicated that all of it was a Roth conversion. None of it shows...
View ArticlePersonal Finance (Not Investing) • Vanguard 2023 Tax Forms
I was able to go to Vanguard web page and print out hard copies for hand entry.But TurboTax said 1099-DIV download to TurboTax was 21-Feb.I was able download the Brokerage accounts tax to TT right now...
View ArticlePersonal Consumer Issues • college decision: $63k UIUC ECE or full-ride UF ECE?
I'll add a minor recommendation to the OP. When you travel to check out both UIUC and UF, try to get an understanding of any differences between the research emphasis of the EE departments of the two...
View ArticlePersonal Consumer Issues • Paying for luggage at the airport in the U.S.
Hello,We are travelling to the U.S. for holidays in a few months. For our internal domestic flights, we have asked our travel agent to investigate American Airlines flights.She tells us that the best...
View ArticleInvesting - Theory, News & General • Requesting seasoned comments on info...
The Fidelity money market fund is fine for parking proceeds for a while. As the 5% rate drops (sometime) then your father loses traction. Your friend is correct to point that out.I'm sure your father...
View ArticlePersonal Finance (Not Investing) • Career Advice
My current goal is to start a career in real estate A time-honored approach is to find a mentor that can help you get started. Likely they will help you figure out a path to get credentials, more...
View ArticlePersonal Investments • All Bond allocation to 401k??
Regarding @exodusNH's comment about my bias: I admitted it in many posts in this forum over the past few months. But if a new data point appears about the risk of an investment you make, do you simply...
View ArticlePersonal Investments • What Does Flagship and Flagship Select Levels Get You...
With Flagship, they reply to secure messages within 25 days and make 10 mistakes on your account per year.With Flagship Select, they reply to secure messages within 20 days and only make 8 mistakes on...
View ArticlePersonal Finance (Not Investing) • Vanguard tax forms confusion
Thanks much for the replies. Some of my funds are federal and partially state tax free. If I report the brokerage consolidated statement summary it only lists a federal tax free amount. How would I...
View ArticlePersonal Finance (Not Investing) • Anyway to get equity from my home without...
If you don't qualify for a home equity loan, then the only other way to get equity out of your home is to sell it.If you wait for the bank to foreclose, they aren't going to care how much it sells for...
View ArticlePersonal Consumer Issues • Automatic Water Shutoff Valves: brands,...
I have FloI installed it myself with Sharkbites as noted above. Pretty simple stuff... Works as expected. It has alerted to slow leaks (faucet) and long showers (good reminder to yell at the kids to...
View ArticlePersonal Finance (Not Investing) • Crypto appraisal needed for 2023 donations
This doesn't make sense to me. You donated to a DAF. Did the DAF not record the day it received the assets? Can you not look up the price of the asset at the time of the donation? I don't see how it...
View ArticleInvesting - Theory, News & General • Robinhood 3% IRA Match
A few questions after having read many (but not all) of the posts here:Is there a list of ETFs available at Robinhood? I’m not finding a one or a search option on their website. I’m assuming they...
View ArticlePersonal Investments • Advice Please - Need to complete my 3-Fund Portfolio
Hello, I would appreciate expert guidance with proper setup of my portfolio please. There are lots of good and different ways to set up a portfolio with these building blocks. It just depends on what...
View ArticlePersonal Investments • Investment Priority - Check In
I don't understand your concern about having "too much" in your tax-advantaged accounts relative to the taxable brokerage account. As I read your numbers, it looks like it's about a 50/50 split. I...
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