Recent content by LRAO

Hi everyone, I'm looking to regularly buy a certain stock, but this particular stock does not offer a DRIP plan. Any cost effective suggestions out there?

IRS Auction - Sales Ad for Sacramento, CA Is the government telling me that for taking off their hands, I can only try for a 5% discount?

Letj, Where can I get information on being a provider/contracted with Section 8? Thanks.

Follow up: I can't find any information as to whether Wellington would satisfy my desire for some international exposure. As it stands right now, I looking at breaking it up as such: 80% Wellington 10% Tax-Managed TSM in my taxable account 10% TIPS Thanks again.

About 80% of this money is tax-deferred (solo 401k, IRA, Roth IRA). So as of right now 20% of this money is "taxable" and of course I'm looking to grow that pot. I have both a Roth and a regular IRA. Depends on the year whether I'm in Roth IRA land or regular IRA land. Thanks again.

It's been a while since I've posted. I hope everyone is doing well. I'm looking to simplify my portfolio so that I can simply focus on growing my business. I would like a portfolio where I can just simply contribute money monthly and keep the rebalancing to a minimum. At this point I'm...

Anyone have suggestions on the most legitimate entities to donate a running car to? Thanks. I hope everyone is doing well.

I'm going there on vacation, but I wanted to check it out as a possible living destination. Of course, there are day flights to Panama...

What cities are the expatriates living in? I'm going to Costa Rica next month and want to check out the lifestyle...

It seems like we are all on our way to FIRE. Wanted to see if anyone had any stories of struggles, being at the bottom, and working their way out of it.

I don't think they would've allowed: SEP IRA --> Traditional IRA Instead, I think they would have allowed: SEP IRA --> Rollover IRA And to answer your first question, no, she/her corporation can't contribute to the new account, because it is not a SEP. She has to open up another SEP. If...

OK, thanks.

I remember that they were competitive for a while. Now their MM "Certificates" (I'm assuming that's their name for a CD) are around 4.25% for 12-months... What gives?

Bottom line, I think I am going to try to build up my early-life snowball as much as possible, and let it roll from there. Thanks guys.

The solo 401k allows you to contribute $15,000, no matter what, plus 20% (as a sole proprietor, some corporation set-ups allow 25%) up to $44,000. The SEP allows for 20 or 25% (same rules) up to $44,000, period. So if you made $50,000. Solo: $15,000 + (20% of $35,000) = $22,000, leaving you...