Non-US Investing • Employer contributions to foreign pensions
As one reads more, one learns that things are more and more complicated...Specifically I have just read this piece: https://creativeplanning.com/internatio ... an-expats/Key information: A) We moved...
View ArticleClik here to view.
Personal Investments • Taking student loan vs use personal fund
Hello -I suppose my circumstances are quite simple, yet I find myself lacking the confidence to proceed with the decision. Therefore, I'm leaning on your experience and expertise here .Situation: I...
View ArticlePersonal Investments • Seeking Advice: Put Cash Reserves into Market Now?
I'm 51, male, single, don't own a home anymore (live in a rental apt), have a stable job, salary around $255k, live in HCOL city. Approx. $1.5M in 401k (max out every year), $36k in Roth (started...
View ArticlePersonal Finance (Not Investing) • should I convert most of my pretax savings...
I am 62 nd plans to work till 70. I have about $175K in individual traditional IRA and $400K in my contribution in pre tax 403B which can be converted in Roth. My employer's 403B contribution $150K...
View ArticlePersonal Finance (Not Investing) • Individual 401k to Employer 401k Rollover
I have an individual 401k with Vanguard with ~$60k in pre-tax money it. Vanguard is closing their small business and individual 401k practice.A few points to understand-The account will move to...
View ArticlePersonal Consumer Issues • Emergency Fund Question - VGSH
Hello, looking at splitting up emergency fund a bit more to maximize yields over time:- 1/3 VUSXX Money Market Fund - already invested- 1/3 IBonds - current funds I have in IBonds are already past the...
View ArticlePersonal Finance (Not Investing) • When FEHB is secondary to...
I'm interested in the experiences (good and bad) from those that have an FEHB plan that wraps medicare and if you've ever had any issues where medicare had paid their 80% but FEHB denied their 20$ and...
View ArticlePersonal Consumer Issues • HVAC maintenance contract still worth it?
Hi all. We've had a HVAC maintenance contract with our service provider for many years -- twice annual check/cleaning (supposedly) maintenance visits and 10% off repairs (with some qualifications)....
View ArticlePersonal Investments • Why use vg advisor services
Why use/pay for VG Advisor managing a basically 60/40 portfolio, whe I could simply put everything into a 60/40 etf like their VBIAX?I used to be a big fan of VG but I don't really like their current...
View ArticlePersonal Investments • Covered Call flow at expiry
Hi I sold a covered call (at the start of this week), the expires today (i.e. it is now expired) - Premium $2 - Strike Price $100finance.yahoo.com shows on the stock ticker details below- the price...
View ArticlePersonal Consumer Issues • 3 row PHEV recommendations
We are in the market for a 3 row SUV that is a PHEV. Criteria for us are reliability, safety, and then luxury in that order.We are considering the Lexus TX 550H+ and the Volvo XC-90 recharge.Any...
View ArticleInvesting - Theory, News & General • Reporters doing story on borrowing...
Reporters at The Wall Street Journal are writing an article about people borrowing money from their 401(k) accounts to help afford a home down payment. Anyone who has done that recently or considered...
View ArticlePersonal Finance (Not Investing) • Money Market Dividend question
Hi Fellow Bogleheads, For Money Market funds in brokerage account such as SPAXX or VMFXX, I am seeing the distribution is at on a particular date of the month. For simplicity assume on the 1st of each...
View ArticlePersonal Investments • Using multiple Small and Mid cap funds to cover market...
I've been researching the different indexes for small and mid caps and have found that theres quite a significant difference between what the indexes consider to be in the small and mid cap range, and...
View ArticlePersonal Investments • Holding Place for Emergency Fund
Looking to get some feedback and insight into what the best option may be for our emergency fund monies. We are looking to place between 60-100k into a holding account where we can:1) have relative...
View Article
