Search found 411 matches

by LadyGeek
10 Nov 2017 16:12
Forum: Taxing Situations
Topic: Canadian lives US, receiving Manulife account in divorce through a QDRO-what to do?
Replies: 5
Views: 176

Re: Canadian lives US, receiving Manulife account in divorce through a QDRO-what to do?

There is a forum run by Serbinski that deals with crossborder issues. They are accountants that deal with these issues. www.forums.serbinski.com/ I think is the link. You may try your question there as well. Here's the link: Serbinski Accounting Firms - Canada / United States Tax & Accounting (From...
by LadyGeek
10 Nov 2017 16:06
Forum: Taxing Situations
Topic: Canadian lives US, receiving Manulife account in divorce through a QDRO-what to do?
Replies: 5
Views: 176

Re: Canadian lives US, receiving Manulife account in divorce through a QDRO-what to do?

Welcome again! The OP has also posted this question in our sister US forum: What to do with Canadian/US Retirement accounts received in divorce settlement - Bogleheads.org As noted by Valuethinker in the Bogleheads.org thread, it would help us understand your situation if you could try to post your ...
by LadyGeek
01 Nov 2017 21:30
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: 2017 Predictions Contest
Replies: 87
Views: 4135

Re: 2017 Predictions Contest

Interesting. Keith's percentage is nearly the same from last month to this month (3.95556% 3.9210%), while my percentage is still zeroing in (5.5201% to 4.44472%).

Two months to go, right where I want to be.
by LadyGeek
28 Oct 2017 09:08
Forum: Retirement, Pensions and Peace of Mind
Topic: Canadian pension converted to Locked-In Retirement Account (LIRA) - tax implications for Canada/US dual ciitizen
Replies: 1
Views: 114

Re: Canadian pension converted to Locked-In Retirement Account (LIRA) - tax implications for Canada/US dual ciitizen

Welcome (again)! Atown575 has also posted this question in the Bogleheads forum. See: Canadian pension converted to Locked-In Retirement Account (LIRA) - tax implications for Canada/US dual ciitizen A Bogleheads forum member has posted some helpful info which I'll repeat here: I wasn't able to regis...
by LadyGeek
07 Oct 2017 20:29
Forum: Taxing Situations
Topic: Working as an EXPAT in the US
Replies: 18
Views: 451

Re: Working as an EXPAT in the US

One last question: Can I contribute to something similar to an RRSP in the US and is it advisable? Will it be easy enough for me to bring it back to Canada? The closest US equivalent to an RRSP is a Traditional IRA . However, the contribution limits are much lower. In the US, employer retirement pl...
by LadyGeek
06 Oct 2017 11:26
Forum: Taxing Situations
Topic: Working as an EXPAT in the US
Replies: 18
Views: 451

Re: Working as an EXPAT in the US

As for the lifestyle: I'll be relocating with my company to California. The assignment is 2 years long. After the 2 years I can make a decision to stay, or I will have a guaranteed position back in Canada, but would like to keep in mind the possibility that I might not. Is the company closing its do...
by LadyGeek
06 Oct 2017 11:07
Forum: Taxing Situations
Topic: Working as an EXPAT in the US
Replies: 18
Views: 451

Re: Working as an EXPAT in the US

Questions: Not quite sure what is PFIC? I hold only ETFs: ZAG, VAB, XIC, XEF, VTI, VXUS, VEA, VWO in the various accounts. I hope these are OK? I don't have the experience to help you directly, but I can help you with US Internal Revenue Service tax definitions. PFIC is a Passive Foreign Investment...
by LadyGeek
29 Sep 2017 22:41
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: 2017 Hedge Fund Contest
Replies: 55
Views: 2453

Re: 2017 Hedge Fund Contest

It's the end of the 3rd quarter, FinancialDave is first. Fund Name (Owner) Fund % Return 1 VILE BIO HEDGEFUND 2017 (FinancialDave) 100.66% 2 Ladies First (LadyGeek) 74.57% 3 Roadkill (Scomac) 23.87% 4 Up, up, and away! (peter) 14.09% 5 The Monkey's Dartboard Fund (Spudd) 14.04% 6 I don't care (Russe...
by LadyGeek
09 Sep 2017 16:40
Forum: Financial News, Policy and Economics
Topic: T plus two business days Starts Sept 5 2017
Replies: 28
Views: 1188

Re: T plus two business days Starts Sept 5 2017

Unless I misunderstood, the US is moving to same-day ACH on September 15, 2017. The changes in finiki's Settlement article cite a reference from 2016. T+2 is about security transaction settlement times. Canada and the US both moved to T+2 on September 5, 2017. See SEC.gov | SEC Adopts T+2 Settlemen...
by LadyGeek
07 Sep 2017 19:47
Forum: Financial News, Policy and Economics
Topic: T plus two business days Starts Sept 5 2017
Replies: 28
Views: 1188

Re: T plus two business days Starts Sept 5 2017

Unless I misunderstood, the US is moving to same-day ACH on September 15, 2017. The changes in finiki's Settlement article cite a reference from 2016. Here's the latest from the US: Same Day ACH: Moving Payments Faster (Phase 2) | NACHA Beginning September 15, 2017, Same Day ACH will be available fo...
by LadyGeek
01 Aug 2017 22:46
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: 2017 Predictions Contest
Replies: 87
Views: 4135

Re: 2017 Predictions Contest

And 3rd!

finiki page: FWF contests

Direct link to standings: File:2017Forecast.jpg
by LadyGeek
31 Jul 2017 21:36
Forum: Financial News, Policy and Economics
Topic: What happens when the Federal Reserve buys securities in the open market?
Replies: 8
Views: 411

Re: What happens when the Federal Reserve buys securities in the open market?

Hi vassy, My strong point is engineering, not economics. I don't have an understanding to answer your question with much confidence, but this article looks promising: How Is the Fed Monetizing the U.S. Debt? Separately - if you haven't seen this video, it's worthwhile to watch this excellent tutoria...
by LadyGeek
12 Apr 2017 19:00
Forum: Financial Planning and Building Portfolios
Topic: Bill Bernstein - Free E-Book (for Millenials)
Replies: 28
Views: 9817

Re: Bill Bernstein - Free E-Book (for Millenials)

I added "If you can" to finiki: Recommended reading

The PDF is a free download from ETF.com.
by LadyGeek
07 Apr 2017 19:45
Forum: Financial Planning and Building Portfolios
Topic: Am I really doing okay?
Replies: 33
Views: 1482

Re: Bogleheads 3 fund lazy portfollio

The OP has a good head start here: Am I really doing okay?
by LadyGeek
05 Apr 2017 20:57
Forum: Under the Mattress: Protecting Your Money
Topic: Quicken or alternatives?
Replies: 41
Views: 3151

Re: Quicken or alternatives?

^^^ Thanks for the info. I have Quicken 2015 which will probably hit sunset next year. After using Moneydance for a few days, I like it better than Quicken. Once you get used to the interface, it's much more intuitive. Reports show what I want, in a format that makes sense. Selecting transactions (i...
by LadyGeek
03 Apr 2017 23:25
Forum: Under the Mattress: Protecting Your Money
Topic: Quicken or alternatives?
Replies: 41
Views: 3151

Re: Quicken or alternatives?

I just purchased Moneydance and will be dumping Quicken. I posted this in the Bogleheads' forum. Bear in mind I'm in the US. I just downloaded the trial version of Moneydance , which is the full version with a limit of 100 manual transaction entries. The trial version has no limit of automated downl...
by LadyGeek
01 Apr 2017 21:35
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: 2017 Predictions Contest
Replies: 87
Views: 4135

Re: 2017 Predictions Contest

The latest info is here: FWF contests

I've dropped down to 4th place.

(I added link to the image page description which may help with server caching: File:2017Forecast.jpg)
by LadyGeek
01 Apr 2017 12:13
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: 2017 Hedge Fund Contest
Replies: 55
Views: 2453

Re: 2017 Hedge Fund Contest

The first quarter results are in: 2017 Hedge Fund Contest Financial Wisdom Forum 1. Ladies First (LadyGeek) 24.78% 2. Roadkill (Scomac) 14.97% 3. VILE BIO HEDGEFUND 2017 (FinancialDave) 12.58% 4. The Monkey's Dartboard Fund (Spudd) 8.56% 5. Trump & Dump Fund (northbynorthwest) 8.53% Background info ...
by LadyGeek
04 Mar 2017 14:41
Forum: Now Hear This!
Topic: Password strength and security
Replies: 20
Views: 883

Re: Password strength and security

The article notes that the listed vulnerabilities have been fixed. If you have one of those apps installed, check for updates now.
by LadyGeek
27 Feb 2017 19:53
Forum: Now Hear This!
Topic: Introduce Yourself
Replies: 466
Views: 30385

Re: Introduce Yourself

Hi, I'm Barry sharf from Old Brookville, NY. I was working as an entrepreneur in the home medical equipment industry and also have been active investor in real estate & other small business. I love to write & share about business funding, merchant cash advance, direct lending, financing and working...
by LadyGeek
15 Feb 2017 20:27
Forum: Now Hear This!
Topic: Happy 10th birthday FWF
Replies: 34
Views: 2794

Re: Happy 10th birthday FWF

Happy Birthday, finiki! :thumbsup:
by LadyGeek
31 Jan 2017 19:42
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: 2017 Predictions Contest
Replies: 87
Views: 4135

Re: 2017 Predictions Contest

kcowan has uploaded the latest standings to finiki. In addition to the link provided above (2017 Forecast Status), you can also find it here: FWF contests Click on the 2017 current standings image to see it full size.
by LadyGeek
19 Jan 2017 19:33
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Moving US>CAD, Best Broker
Replies: 5
Views: 515

Re: Moving US>CAD, Best Broker

Welcome! This isn't what you're asking, but have you considered the impact of the move on your US portfolio? The IRS has very strict guidelines for US citizens living abroad: Taxation as a US person living abroad - Bogleheads Start a thread in Financial Planning and Building Portfolios and post your...