Search found 1773 matches

by Tyler
Wed Nov 13, 2019 10:55 am
Forum: Other Discussions
Topic: What's your favorite color?
Replies: 40
Views: 459

Re: What's your favorite color?

Gold, naturally. ;)
by Tyler
Mon Nov 11, 2019 1:56 pm
Forum: Gold
Topic: IAU Taxes w/Fidelity and TurboTax
Replies: 20
Views: 536

Re: IAU Taxes w/Fidelity and TurboTax

pugchief wrote:
Mon Nov 11, 2019 12:06 pm
1. That is the software download rather than the online version?
2. Does that include free e-file? If so, for how many returns?
Thanks
You can do either, but I always get the download. It also includes free e-file + one free state.
by Tyler
Mon Nov 11, 2019 11:13 am
Forum: Gold
Topic: IAU Taxes w/Fidelity and TurboTax
Replies: 20
Views: 536

Re: IAU Taxes w/Fidelity and TurboTax

I download TurboTax for free every year through Fidelity. I think you have to have a minimum account balance to qualify, and even then they don't make the link easy to find. But it's worth looking for if you happen to invest with them.
by Tyler
Sun Nov 10, 2019 3:49 pm
Forum: Gold
Topic: IAU Taxes w/Fidelity and TurboTax
Replies: 20
Views: 536

Re: IAU Taxes w/Fidelity and TurboTax

This actually leads to one other question I have - I plan to hold VTSAX in a Vanguard brokerage. Do you happen to know if TurboTax will net out capital gains / losses across multiple brokerage accounts? I've never imported more than one brokerage account, but I do know that Turbotax allows that opt...
by Tyler
Sun Nov 10, 2019 3:19 pm
Forum: Gold
Topic: IAU Taxes w/Fidelity and TurboTax
Replies: 20
Views: 536

Re: IAU Taxes w/Fidelity and TurboTax

I’ve definitely sold IAU, although I don’t remember specific times when I had a capital gain that wasn’t also offset by a capital loss elsewhere. But TurboTax is incredibly thorough, so my working assumption is that it’s all baked in.
by Tyler
Sun Nov 10, 2019 2:47 pm
Forum: Gold
Topic: IAU Taxes w/Fidelity and TurboTax
Replies: 20
Views: 536

Re: IAU Taxes w/Fidelity and TurboTax

I own IAU through Fidelity. When you look at the annual summary, it indeed does report lots of small transactions. But Turbotax imports them all automatically so it's not a big deal. I've never had to deal with a K-1 form, and according to this list physically backed funds like GLD and IAU don't hav...
by Tyler
Sun Nov 10, 2019 11:06 am
Forum: Permanent Portfolio Discussion
Topic: Safe Withdrawal Rate?
Replies: 30
Views: 1330

Re: Safe Withdrawal Rate?

Tyler! You just shocked me! In retirement! Until I just read that you'd had struck as this super bright late 20s, 30s something year old! Congratulations on maintaining a youthful persona! Well, I'm in my early 40's and really more of a MMM-style financially independent type than a traditional reti...
by Tyler
Sun Nov 10, 2019 10:37 am
Forum: Permanent Portfolio Discussion
Topic: Safe Withdrawal Rate?
Replies: 30
Views: 1330

Re: Safe Withdrawal Rate?

in my opinion that cash should not be considered spendable cash like a checking account . it is an asset in the mix with a job to do and you really don't want to compromise things . I completely agree. My point was not that I treat cash differently, but simply that I appreciate its unique character...
by Tyler
Sat Nov 09, 2019 9:17 pm
Forum: Permanent Portfolio Discussion
Topic: Safe Withdrawal Rate?
Replies: 30
Views: 1330

Re: Safe Withdrawal Rate?

I was surprised to see the PWR (and SWR) was actually higher for a 25x4 allocation than for a 60/40 allocation. I guess I was expecting Japan-proof insurance to come at the expense of returns... but instead a PP outperformed a 60/40? It's indeed a little counter-intuitive, but it works out like tha...
by Tyler
Sat Nov 09, 2019 10:31 am
Forum: Other Discussions
Topic: a Wealth Tax thread
Replies: 31
Views: 839

Re: a Wealth Tax thread

Yeah, if it's accurate (proponents are intentionally dodgy on any hard numbers) the $4mm number is insane. For reference, the median home price in San Francisco is currently $1.7mm and lots of people are paid in stock options that are highly valuable but locked up, so that $4mm net worth number coul...
by Tyler
Sat Nov 09, 2019 10:11 am
Forum: Other Discussions
Topic: No, this is NOT from the Onion
Replies: 7
Views: 368

Re: No, this is NOT from the Onion

The Breitbart comments are predictable, but the canary in the coal mine is that she also completely lost Twitter with that hot take.