Bogleheads Latest Posts

• Re: 529 Question regarding gift deposits - who owns the money? January 18, 2021
  The penalties and taxes will be only on the growth of the investment, so I would guess they would be rather small in terms of dollar amount. In the shoes of the OP, I would just give everybody back their money, leaving in my contributions, and either pay the penalties and taxes myself or tell […]
  livesoft
• Re: Job Update January 18, 2021
  veindoc wrote: ↑Mon Jan 18, 2021 6:32 am Well that stinks. I can’t imagine being told WFH forever than actually you have to commute 3x/week. Are you unemployed now? I wouldn’t take the job. It’s materially a different job than advertised. If you have to take the job I would make it known I was […]
  Thegame14
• Re: who do you bank with and why? January 18, 2021
  Since college with BOFA because of convenience, ATMS everywhere. ( checking, savings, ). Local Credit Union ( MMA, CDS) Vanguard ( all my index funds ) Dumped Sterling Bank and Trust and Ally. Maybe another post Who do you not bank with and why.
  Saphomd
• Federal Estate Tax: Beneficiary passes mid-execution January 18, 2021
  Hi! This is that situation going on in my family. Person A is worth $9million Person B is worth $5 million Person A passed in 2019 and left all his money to Person B. Person B has transferred half of Person A's assets due to the number of accounts Person A had, making the new […]
  LITeacher
• Re: how much time do you spend on [personal finance] weekly? January 18, 2021
  Normchad wrote: ↑Sun Jan 17, 2021 12:34 pm I probably spend less than 20 minutes a week on my personal finances. pretty much the same. A little more when preparing taxes or estimates. Includes checking banks and CCs online and paying bills.
  jebmke