Investing - Theory, News & General • Re: International (Non-US) versus US...
[*]Global equity exposure balances devaluation and inflation risk across multiple currencies/countries.==> This is a brilliant insight to which there is no possible rebuttal.Uh... while global...
View ArticleInvesting - Theory, News & General • Re: Vanguard to Exit Individual...
I'm the administrator of my Vanguard solo 401k. I just rolled it over to my Vanguard IRA. Who generates the 1099-R? Me or Vanguard?Did you close your business? I would assume Vanguard generates 1099,...
View ArticlePersonal Investments • Re: Consolidated asset allocation view
A DIY spreadsheet with a pivot table (excel or google sheets) will do this for you.Statistics: Posted by ObiQuiet — Fri Apr 26, 2024 10:46 pm
View ArticleClik here to view.
Investing - Theory, News & General • Re: I Bonds Mega Thread (I Bond...
So I gather then that when scheduling an order with TD, what you're really scheduling is entering the request on that date, as if you logged in and did it yourself on that date. Because the purchase...
View ArticlePersonal Consumer Issues • Re: Which college?
I guess we'll never find out what happened, as OP hasn't replied since he started the thread in February.What is your prediction for when the Original Poster will stop getting advice?Statistics:...
View ArticlePersonal Investments • Re: AVANTIS/DFA high fees?
If you receive the factor premiums, they will be reduced dollar for dollar by expenses. That's true whether you're looking at the market factor premium gotten through total stock fund or small and...
View ArticlePersonal Finance (Not Investing) • Re: Can I Deposit 6k In Cash Without IRS...
If this is in the US, then no issues. A SAR is required to be filed if you deposit $10k in cash. Breaking up a $10k+ deposit into smaller deposits is considered structuring and is, of course,...
View ArticleClik here to view.
Personal Finance (Not Investing) • Re: Paying a contractor
We had some work done to our house. The contractor provided a quote, agreement, and guarantee in writing. The job was done well and they were very accommodating. They did not require any payment up...
View ArticlePersonal Finance (Not Investing) • Re: Individual 401k to Employer 401k Rollover
If your plan assets at 12/31/23 were $250k+, you need to file an annual Form 5500-EZ by 7/31/24. Otherwise your list looks complete to me.Thanks! Yes, the plan assets have always remained under $250k....
View Article
