Personal Finance (Not Investing) • DAF rules and contribution limits for 2024
Any real world experiences with these 2 rules:Immediately following a DAF contribution, donors are eligible for a tax deduction in that calendar year.- Donors can receive an immediate income tax...
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US Chapters • BH Online Meeting- "All About Life Insurance"- Tue...
Please join the Bogleheads Life Stage Chapters on Tues. October 29. 2024, at 8:00 pm ET as we host retired life insurance professional and Bogleheads favorite "Stinky" (aka Wayne) with an online...
View ArticlePersonal Finance (Not Investing) • Real Salary Calculation Question
Hi All,I'm trying to do what I think is a pretty basic calculation and am hoping to get confirmation that I did it right. Without giving my answer can someone answer me this:July 2021 Monthly Salary;...
View ArticlePersonal Finance (Not Investing) • Finding Home improvement
I need to fund an assessment for repairs, about $40,000. Does it make sense to sell investments in taxable account with mostly long term capital gains or take out a home improvement or Heloc loan at...
View ArticlePersonal Finance (Not Investing) • Social Security aftern spouse deatth - non...
Dear Bogleheads.I hope someone out there might have some insight on this situations.A dear friend of ours just lost her spouse in the US. They have been permanant/legal green card holders in the US...
View ArticleForum Issues and Administration • Changes to help cut down excessive quotations
We are adding some features to cut down on excessively long quotations and eventually to try to encourage members to trim quotes to just what is needed to make their point.The first change is already...
View ArticlePersonal Finance (Not Investing) • Huge umbrella insurance increase?
I use RLI (Geico-affiliated) for my Umbrella insurance.My renewal just came up and the premium was 50% higher than last year for the same coverage and no responses different to renewal questions, and...
View ArticleNon-US Investing • Fidelity and France expat
I'm trying to get actual experience from US expats living in France and having accounts at Fidelity.What are the restrictions on the accounts, and requirements ? It seems that France is a restricted...
View ArticlePersonal Investments • Can I do a back door Roth?
I had a simple IRA thru Vanguard that stopped being funded 5 years ago. I moved my office retirement plan to a 401k plan at that time. The simple IRA has set dormant in my vanguard account until this...
View ArticlePersonal Finance (Not Investing) • BofA Preferred Rewards/Premium Rewards or...
Long time reader, and have gotten lots of great tips from this site. I'm trying to decide between the BofA preferred rewards card with platinum honors (so 2.65% on everything and 3.5% on...
View ArticlePersonal Finance (Not Investing) • Help find flaws in retirement numbers
I’m currently on sabbatical and finding the idea of going back into the grinding work I was doing less than appealing. I’m considering early retirement, please help me identify any (financial)...
View ArticleInvesting - Theory, News & General • Finance and Investing Quotes
I wanted to start a thread for the sharing of investing quotes for fun and educational purposes , from any expert or author bogleheads seem worthy I’ll start it off:“ The illusion that we understand...
View ArticlePersonal Investments • Investing inherited deferred comp
I inherited 537K in a deferred comp. from my brother. I know I have 10 years to withdraw it. It is in Mission Square. I have a Schwab account, should I move it there or leave it. How should I invest...
View ArticlePersonal Consumer Issues • What's the deal with Zojirushi hot water boilers?
We drink a lot of tea in my house and have a cheap electric kettle that's on its last legs. A colleague swears by these Zojirushi water boilers. I looked them up and they cost upwards of $125. Despite...
View ArticlePersonal Consumer Issues • Vehicle Service Contracts Used Vehicles
Hello. I just bought a 2011 Toyota Tundra 4x4. It has 159,547 miles on it. It is on a Rebuilt, Salvage Title for an accident. It is repaired, Registered and Insured in California.I am very interested...
View ArticlePersonal Investments • Bond Funds Question...Again
I understand that Bond Funds are just a portfolio of individual bonds, constantly being traded to manage mix and duration expectations of the fund.What seems counterintuitive recently, though, is...
View ArticleInvesting - Theory, News & General • Point of Roth 401k contributions if...
The 401k plan at my employer allows pre-tax 401k contributions, Roth 401k contributions, and after-tax contributions with in plan Roth rollover (the so-called megabackdoor Roth). The former two...
View ArticlePersonal Finance (Not Investing) • [Pension beneficiary option with spouse...
[split into new topic by admin alex. This was originally posted as reply to the 7-year old thread Pension option-Should I include child? ]Hi. I'd like to ask a similar question, but with my spouse and...
View ArticlePersonal Investments • Solo 401K rollover
In 2023 I opened up a solo Roth 401k through my own business. The roth 401k was through Vanguard. A couple of months ago Vanguard converted the account to ascensus. Ascensus has been terrible and I...
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Personal Consumer Issues • Solar Storms, Northern Lights, & Photos
There is an unusually strong solar storm this evening, causing "Northern Lights" in unusual places (much farther south than usual).This is close to the peak of a multi-year solar cycle.Because of the...
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