|
About the Office Hours category
|
|
1
|
619
|
May 19, 2021
|
|
Question for Jeremy
|
|
2
|
358
|
October 20, 2021
|
|
403b Options - 2-fund portfolio
|
|
1
|
323
|
October 6, 2021
|
|
Is there a way to set up automatic investments in a taxable brokerage account? Please show us during zoom tonight?! Thanks!
|
|
4
|
329
|
October 5, 2021
|
|
Individual brokerage and Roth IRA tax advantage?
|
|
2
|
355
|
September 29, 2021
|
|
What to do with cash for "possible" house down payment?
|
|
1
|
395
|
September 15, 2021
|
|
Moving Roth IRA
|
|
2
|
400
|
September 15, 2021
|
|
Rollover IRAs and Backdoor Roth
|
|
1
|
366
|
September 15, 2021
|
|
Rolling Over - How to Choose the Right Brokerage Firm
|
|
1
|
288
|
September 1, 2021
|
|
Buy a car in cash or low interest car loan?
|
|
3
|
322
|
September 1, 2021
|
|
4 different index funds in my ROTH IRA. too many?
|
|
3
|
683
|
August 27, 2021
|
|
TDIF good for FIRE or brokerage?
|
|
4
|
325
|
August 18, 2021
|
|
Can brokerage accounts be transferred to another individual or do they have to be cashed out to gift funds?
|
|
1
|
392
|
August 18, 2021
|
|
What is your advise?
|
|
2
|
384
|
August 13, 2021
|
|
Upon retirement, how do you do a draw down if your portfolio consists of a size-able total market index fund and a handful of long-term “lucky” individual stocks?
|
|
1
|
300
|
August 4, 2021
|
|
Broker Vs. Indexes
|
|
1
|
348
|
July 28, 2021
|
|
A 2021 Car Question
|
|
1
|
299
|
July 28, 2021
|
|
Is it enough to hold a single ETF S&P 500?
|
|
1
|
336
|
July 28, 2021
|
|
Spouses with individual Roth IRAs
|
|
4
|
398
|
July 27, 2021
|
|
403(b) with low fees vs opening Roth IRA
|
|
2
|
327
|
July 24, 2021
|
|
Roth 401 and other course questions
|
|
1
|
301
|
July 21, 2021
|
|
403b options in TIAA
|
|
3
|
339
|
July 21, 2021
|
|
Cleaning Up Retirement Funds Job Switch
|
|
1
|
289
|
July 21, 2021
|
|
Is it best to pay down debt first or invest if I don't have a steady income currently?
|
|
2
|
355
|
July 14, 2021
|
|
Moving from Three-Fund to Target Date-Fund
|
|
2
|
310
|
July 14, 2021
|
|
Miscellaneous questions
|
|
1
|
349
|
July 14, 2021
|
|
Surrender CVLI and 401k Investment elections
|
|
1
|
317
|
July 14, 2021
|
|
401k Investment Elections
|
|
1
|
291
|
July 14, 2021
|
|
Holding Company Stock vs. Selling/Putting into ETF
|
|
2
|
304
|
July 7, 2021
|
|
What are your thoughts on investing accrued monetary gifts for children?
|
|
1
|
283
|
July 7, 2021
|
