Vanguard recently announced that they are selling their individual 401(k), multiple-participant SEP, and SIMPLE IRA plan business to Ascensus (press release). They've already updated their small business retirement plan page. One-person SEP IRAs … [Read the rest]
SoFi Invest is offering an increased ACAT transfer bonus up to $10,000 for transferring in new assets. Some of the tiers are double what they used to be, but the minimum holding period was also increased. Valid for both taxable brokerage accounts … [Read the rest]
E-Trade is offering an increased transfer offer for existing E-Trade customers of up to $6,000 for transferring in new assets. This specific offer only applies to non-retirement accounts. You must enroll in the offer first after logging into your … [Read the rest]
Update January 2025: This promo is back, but at 2% of asset transferred instead of the old 3%. Still a good deal, and many of the details below may be useful. Update May 2024: This promo is now over. I ended up moving over my spouse's IRA as … [Read the rest]
If you don't remember, Acorns was a hot app for a little while due to their primary feature of allowing you to automatically "round up" your purchases and invest them into a portfolio of ETFs. So if you made a $10.45 purchase, it would be rounded … [Read the rest]
There is a new class action settlement involving Walmart and weighted groceries. The pertinent details are below. My standard recommendation applies - If you are affected and choose to participate, file a claim now quickly before you forget, and … [Read the rest]
Here's my monthly roundup of the best interest rates on cash as of April 2024, roughly sorted from shortest to longest maturities. There are lesser-known opportunities available to individual investors, often earning you a lot more money while … [Read the rest]
The U.S. Customs and Border Protection (CBP) just announced an upcoming fee change for some of its most popular Trusted Traveler Programs, including Global Entry (which includes TSA PreCheck), NEXUS, and SENTRI. Starting 10/1/24, the application fee … [Read the rest]
Deep in my accumulation stage, I drastically underestimated how much retirees hate spending down their nest eggs. I have since struggled to convince my parents to spend their money, while also working longer than I planned (albeit not crazy hours) … [Read the rest]
Here’s my quarterly income update as a companion post to my April 2024 asset allocation & performance update. I prefer to track the income produced as an alternative metric to performance. The total income goes up much more gradually and … [Read the rest]
Here's my 2024 Q1 update for our primary investment holdings (numbers taken after market close 3/29), including all of our combined 401k/403b/IRAs and taxable brokerage accounts but excluding our house and side portfolio of self-directed investments. … [Read the rest]
I recently decided to convert my Vanguard mutual fund shares into each of their respective ETF equivalents. These were all held inside a Vanguard.com brokerage account. I remember first considering this mutual fund to ETF option way back in 2010 … [Read the rest]
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