Recent content by BOBOT

After a couple of days feeling sorry for myself (no bacon? no cheese? waahhh) I've grudgingly come to accept that this may actually be a positive thing in terms of health. But I'm taking every opportunity to be self-indulgent -more mayo on that turkey sandwich! Thanks for your kind responses.

Had a recent tick bite looked at for possible Lyme disease. The doc had a bunch of blood tests done including for Alpha-gal Syndrome (AGS); result was a high positive. So no mammalian meat or dairy for me, at least for a while. I'll be seeing an allergist for further evaluation, but for now I'm...

We elected to get all communications/statements electronically EXCEPT our tax documents. Have gotten them every year by mail as well as loading directly into tax software. This year only one (inherited) IRA was sent by mail, our other account docs have not. Anyone else having a problem?

Just (1/26) downloaded the latest update (Fed & State & Efile Deluxe). Still not fixed. :mad: Amended to say: Fix mentioned in IP's above post does seem to work, good catch. But shouldn't have to do it.

Got it, thanks. Interesting that in this case at least tax avoidance doesn't make sense!

The mm fund (VMFXX) reports as dividends, so are taxed at 15% in our case. So 5% * 0.85 = 4.25%, an even stronger argument against the munis. Thanks.

Thanks. We're in the 22% bracket. I guess I don't get the math implicit in your reply....?

As a result of recent rebalancing and tax-loss harvesting we have considerable funds in a money mkt fund in our joint taxable account. Our AA across all accounts is where we want it. The money mkt fund at the moment is yielding over 5%, all taxable of course. Wondering if it would make sense to...

Sorry, that didn't paste in for some reason.

Help me interpret this? Here's a screen shot from Port. Visualizer. It seems to show a perfect (1.0) correlation between VOO and VTI, but VOO is a subset of VTI. What do I not understand??

Thanks, I remember seeing M* x-ray when it was included in Quicken, but never tried it. And PV looks interesting too. Found this site with tools for ETF's: https://www.etfrc.com/index.php

Don't know if there is such a thing or where to find it. Our holdings, mostly VG funds & ETFs, are in multiple deferred accounts and a couple taxable, and over the years we (I) have "diversified" into a lot of different holdings. I suspect there is a fair amount of overlap, and would like to...

TT Deluxe Fed & State $35.99 download at BigHomeTax.com.

DW has an inherited tIRA from her mother, who died in late 2020 at 87yo. No distributions have been taken to date, on the understanding that the only requirement was to distribute the entire account by the end of the 10th yr after her mother passed. Now we're reading that a recent rule...

For a good consideration of the basics this might help: https://skyandtelescope.org/astronomy-equipment/how-to-choose-a-telescope/