Personal Investments • Re: Die with Zero - opinions?
I have read some of the book now (e.g., skipped to the chapter on Kids). To be honest, I didn’t learn anything new or behavior changing, but I was a SAHD for many years and we’ve done annual gifts.I...
View ArticlePersonal Investments • Re: Still Trying to Understand Bonds
Bond funds have a place for an awful lot of folks.They just get shepherded into them and I suspect a lot of them really don't understand bonds. And when someone does ask why after getting burned, they...
View ArticlePersonal Investments • Re: Economic activity
If I bought shares of ABC Corp years ago on the market, and now sell for big gain, how did my investment generate economic activity? How did ABC benefit? ABC didn't get any money from me, they got it...
View ArticlePersonal Investments • Re: Help me allocate across several accounts
Me: 58 not sure when I'll retire but probably between 63 and 67Wife: 60 retired, planning to take Soc Sec at 62. She has a 401k at fidelity and also a small pension. I don't manage those accounts and...
View ArticlePersonal Investments • Re: Purchasing an crane at auction to flip at a better...
Thanks for the update. Interesting thread.Statistics: Posted by retiredjg — Fri Apr 26, 2024 7:22 am
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Personal Investments • Re: Talk to me about Qualified Charitable...
Chiming in on this subject, I just sent out two emails today seeking properly worded receipts for donations significantly above $250. In each email I attached a copy of IRS Topic No. 506, Charitable...
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Personal Investments • Re: Opinions on 90/10 Portfolio by Warren Buffett
When he says the average American should put 90% in an S&P 500 fund and 10% in short-term government T-Bills, that's what he means.Do you have a quote where he says that the average American...
View ArticlePersonal Investments • Re: Can i combine a regular IRA with a SEP IRA?
Found this thread while trying to figure out how to consolidate some IRA accounts. I found this article that suggests sending a SEP-IRA to a Rollover IRA would be a rollover, not a transfer....
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