Dec 21, 2025 · Large inheritance rebalancing The inheritance itself doesn't affect MAGI, but the distributions it generates will. I'm FIREd with fairly low spending, so I'm trying to keep …

Jan 31, 2026 · Capital Gains Calculations at Vanguard I would call Vanguard and ensure that you either understand why Vanguard's calculations are correct or have them fix their error, whichever the case …

Sep 20, 2021 · (Highly recommend if you're not in a state that ties state tax benefits to their own plan, nysaves.org, 0.19% ER.) I was telling a family member about 529 plans and college savings, which …

Apr 22, 2015 · We have a 529 with nysaves.org. I chose them because they offer low-cost vanguard index fund investments; the CT plan didn't. Even though I don't live in NY state and can't get a state …

Feb 23, 2026 · Defeat the Net Debt Mortgage (EUR 269K) Personal pension investments and Liquid Assets (without house value & company pension) EUR 128K Net debt July 2020 (EUR 314K) - …

May 19, 2019 · LLC structure. Simple question Scenario: I own one rental property and half of another with a friend of mine. He owns several other rental properties and has established an LLC that …

Jan 29, 2026 · Withholding absolutely screwed Getting any of that back would require her to be willing to negotiate, or I'd have to sue her to collect probably a fraction of $3000. I know her first argument is …

Mar 6, 2018 · Healthcare REITs I bought OHI in my traditional IRA in late 2016 by writing a put option. The option paid me a couple thousand and I was assigned 900 shares at $35. As the price fell (due …

Aug 14, 2018 · I am in the process of consolidating investment accounts to Vanguard, and recently did a free initial consultation/portfolio review with them. I am pretty impressed with the recommendations …

May 18, 2014 · Fix a freezer? I honestly don't think it would be worth the time and effort to fix it. We had a slightly bigger model from the same company. It worked for 13 months (warranty was 12) you …