Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
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Derf
davidrmoran : No need to send billing, it's the amount that caught my attention!
Thanks for the link, Linkster. I sold MCHFX yesterday as it appeared to be in a tail spin ! Now I see by way of the link, 6/9 may prove to be my undoing.
Good investing to all,
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@bee: I took a look at step five. They say a tax free gain of $15K. I'm thinking $10k gain. $30k - $25k = $5k x 2 = $10k gain !
Next, what is a person to do with the roths that lose money ? One that make's 15 % & 9 that lose $$ , jus…
@ Maurice: I can't say for sure, considering it's a state pension, but multi employer would be answered with a yes. Probably left to the state & lawyers to " clean it up " as per Detroit ?!
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@Old _Skeet: It sounds like we have the same dentist. Mine tried telling me the same thing. Get your teeth crowned before your insurance runs out, retirement takes place & one loses benefits. Tried to line me up for three crowns ! Fortunate f…
Last trip to the dentist I happen to miss. I received a $25 bill for missed appointment. After 25 years I thought this to be a little out of line for the loyalty I showed. Sent the money & still looking for a new dentist.
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Let me ask one question. If your robo advisor does you wrong, can you take it to court & sue for damages ? Make sure you read the fine print before you sign up !
Derf
I don't think I like this aspect of the plan, although take out is tax free.
(Both contributions and investment earnings on them are subject to a 15 percent tax.)
DErf
JohnChisum: A question on your prescription cost. Was your deductible due? This missed fact usually catches me at the beginning of year. As for the water rates, sewage, & lawn water rates all being connected, that's been in effect in WI. for …
Why wasn't inflation included or taken into consideration when or before this was signed into law ?
If the taxpayer's combined income (total of adjusted gross income, interest on tax-exempt bonds, and 50% of Social Security benefits and Tier I …
Season's to dam long ! Cub fans looked like they were really into it all decked out in their winter ware. And I have to ask why a night game ? Day game & one might have enjoyed their cold beer.
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Glad to see NCAA finally ponied up some cabbage for parents of players to make the trip. I believe it was $3 k + another $1k for the final.
Go Badgers,
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RPHYX nav dropped .1 % last year, returning 2.6 according to Old_Joe Averaging 3.7 % return over the last 3 years maybe it's time to find a greener pasture? Is the manager running out of places to invest in? Total assets 896,000,000 as of 2/28/15.…
@ Old_Skeet: From time to time I've come across comments on this board that at least 5% of portfolio must be invested in a fund to make a difference to the total portfolio return. Viewing your portfolio, leads me to believe you think the opposite.…
