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4 views

Strategies For Generating 25-Year Revenue Stream (Instead of Mortgage Down payment)

I'm about to buy a house. Interest rates are low and I think it might make sense to invest the money I have, instead of buying cash/making a large down payment. I expect to live in this house for 25 ...
-1
votes
0answers
17 views

How easy is it to bootstrap a business that acts as a financial middleman for customer-to-customer transactions?

Background Most small businesses sell services/goods directly to customers (or other businesses). I would imagine starting one of those businesses just consists of opening an ordinary merchant bank ...
0
votes
1answer
12 views

How to pay taxes on single owner LLC

I have a LLC with one employee on Corp 2 Corp. The job pays 100k and the employee makes 70k. I am the only member of the LLC and I read somewhere that the IRS treats one-member LLCs as sole ...
1
vote
1answer
73 views

Backtesting using only Bid or Ask Price

I have a dataset containging one minute bid OHLC prices for a particular stock. Would it be reasonable to back test a trading strategy based on this data that only has bid prices? I am asking this ...
0
votes
1answer
20 views

What do the green and red volume tags on the Yahoo Summary Chart mean?

When I go to the Yahoo Finance Summary page and look at the chart and hover my curser over the volume, a red or green tag will appear on the right side. If the tag is red, it indicates that the price ...
1
vote
0answers
20 views

Tax-free (or low tax) investments for US citizen residing in the UK?

I am a US citizen residing in the UK (long-term, possibly including in retirement). My spouse is also a US citizen, and my children have dual citizenships. Are there any investments available to us ...
34
votes
2answers
47k views

How are long-term capital gains taxed if the gain pushes income into a new tax bracket?

First, my understanding is that the long-term capital gains tax rate is 0% for those whose marginal rate on ordinary income is 10% or 15%, and (ignoring the highest 39.6% bracket) the rate is 15% for ...
3
votes
1answer
35 views

Current state of 3-D Secure / Verified by Visa acceptance in USA / Canada?

In the EU, 3-D Secure is more or less a must have and all credit card payments done online are secured by that what reduces fraud to nearly zero. I know that in the past 3-D Secure (or Verified by ...
1
vote
1answer
17 views

What is holding date for Mylan stockholders since the merger with Viatris?

Is the holding date, in regards to either short term or long term sale, the closing date of the merger or the original purchase date for a Mylan stockholder in the Viatris merger?
15
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4answers
7k views

If I sold some stock by mistake and immediately bought it back, is that sale still subject to capital gain tax in USA?

Today I wanted to buy a few shares of Apple (AAPL), let's say 10 shares. When I handled the UI, there was the "By number of shares" and "By dollar amount" and then "Market&...
5
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2answers
508 views

Dual Citizen (US / CDN) wants to buy US equities in Canadian brokerage

I'm dual citizen (US & Canada) residing in Canada. I returned to Canada two years ago. I just started thinking about investing again in Canadian equities (either stocks, ETF's or mutual funds). ...
3
votes
1answer
84 views

How to rebalance a portfolio in a taxable account

I hold ETFs in a regular brokerage fund that is not tax shielded. I have about 20,000$ in VT, 6,500$ of that is profit. I wanted to swap VT with VEU. Are there any financial instruments that I could ...
0
votes
1answer
20 views
+50

Help Calculating Monthly Earnings with two co-existing APYs in same “Savings” Account from T-mobile Money

Background I have a T-Mobile Money (via BankMobile, a division of Customers Bank) interest checking account. I'm trying to track earnings per month but I'm a bit confused by their fine print and their ...
8
votes
3answers
2k views

Mega Backdoor Roth: Withdrawal consequences for in-plan vs out-of-plan conversion

My employer allows after-tax 401k contributions, and has an option for automatic quarterly after-tax 401k -> Roth 401k in-plan conversions. The other option for executing the mega backdoor Roth is to ...
1
vote
0answers
78 views

Can I invest online in an ETF that tracks the Nasdaq in Ireland?

I'm an Irish citizen and have recently moved to Ireland to work after living most of my life in South Africa. I have pension investments in South Africa and in Ireland, as well as other investments. I'...
0
votes
2answers
694 views

Why stock in nasdaq below 1 dollar still exists?

I hear that a stock in Nasdaq will be forced to be delisted if its price keeps being below 1 usd for a certain period of time. But why there are still so many below one dollar stocks in the market?
0
votes
2answers
124 views

What is the US subprime crisis of 2008? [closed]

I have heard that after the US subprime crisis of 2008,particularly a lot of people were pointing fingers at the Economic policymakers. I am not really familiar with why it is so, a detailed ...
5
votes
1answer
970 views

Payee lost bank draft (cashier's cheque)

Right so I'll try to keep most of my frustration out of this question ;) I purchased a bank draft to pay for a vacation rental - the agreement was cash on arrival, but as I didn't have access to EUR ...
0
votes
1answer
33 views

W4 - Questions on Tax Withholding Estimator

Both my husband and I (married and filling taxes together) just moved to the US and starting jobs in a week. In both jobs they have asked us to fill the W4, and I've filled the Tax Withholding ...
1
vote
1answer
33 views

When exactly can someone collect Employment Insurance benefits (EI) in Canada?

When is a Canadian eligible for EI and likely to get it? To my understanding it depends on: how much money they are making if they have paid into EI from previous work how their last job ended The ...
1
vote
1answer
35 views

How is it possible for a trade to be executed by a broker but cleared by another broker?

The Interactive Brokers U.S. Microcap Stock Restrictions page says: Execution-only clients (i.e., execute trades through IBKR, but clear those trades elsewhere) may not trade U.S. Microcap Stocks ...
1
vote
1answer
55 views

Diluted EPS Calculation

I'm new to Capital Markets and Balance Sheet reading. I'm trying to calculate DEPS (Diluted EPS) using data available in https://www.screener.in Diluted EPS = (Net Income−Preferred Dividends​) / Total ...
0
votes
3answers
220 views

If I have 10 BTC in total and zero fiat, how can I calculate how long can I “burn” my BTC for my survival?

A naive approach would be to take the current Bitcoin price times 10 and then divided by 12 divided by 50. That would currently get me to a little over a thousand USD monthly for 50 years, assuming ...
2
votes
2answers
2k views

Lowe's won't accept their store credit - any recourse?

At one point in the past I returned some items to Lowe's (big hardware & home goods box store in the US) without a receipt. So they gave me a card in place of cash which I can redeem there - and ...
1
vote
1answer
34 views

Adjusted Gross Income for TurboTax

In order to file my taxes using TurboTax, I need by AGI (adjusted gross income) for 2019. Since I used form 1040, the adjusted gross income in on line 8b. However, when I downloaded the form, it is ...
0
votes
1answer
42 views

TNote 10yr Futures YTM vs market yield?

I understand how to calculate the yield on a 10 yr TNote based on face, price & coupon. I don’t understand why the yield (and price) on a futures contract about to expire is so different than the ...
0
votes
0answers
32 views

Refinancing from abroad

We are American citizens living abroad who are trying to refinance our US investment property. Running into same issues from various lenders: either they won’t refi because it’s not our primary ...
2
votes
1answer
122 views

Recovering money owed by an unresponsive online business

I did business with an online business based in New Zealand, PredictIt, which has a firm in Washington, DC, called Aristotle, Inc., that handles their monetary transactions. I'm in California. They ...
3
votes
1answer
1k views

Paying FICA taxes that employer forgot to withhold

My visa status changed from F1 to H1B in 2017, but my employer forgot to withold FICA taxes for me since the visa status change. (I'm a full-time employee who received a W2, and am not an independent ...
0
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0answers
13 views

How is excise collection different from that of GST?

Both of them are indirect tax it seems. How are GST and excise collections different from each other?
2
votes
1answer
69 views

How to calculate capital gains on multiple trades of the same stock?

I'm curious what is my capital gain for tax purposes if I trade a security and never sell my entire position? Here's an example of what I mean: In January, I buy 10 shares of Stock A at $1 per share. ...
0
votes
1answer
59 views

Do call options expiring ITM increase the stock price?

When call options expire ITM, the shares either need to be transferred (from an existing owner) or bought at the market price. I'm wondering whether this affects the stock price post-expiration? The ...
-1
votes
0answers
40 views

How to create Bollinger Bands [closed]

where can I see Bollinger Bands for apple and other stocks without paying for it? Thanks
0
votes
2answers
52 views

How to Receive Federal Refund Using TurboTax

In TurboTax, there are two options to receive your refund as show in the below screenshot: I am not sure which option to choose. I have never used CreditKarma before. If I choose the first option, ...
0
votes
0answers
20 views

Equity crowdfunding fees & P&L statement? [closed]

We managed to raise fund via equity crowdfunding campaign and almost 25% went as cost (site commission, lawyers cost,valuation cost, stocks registration fees ... etc) Now my accountant is insisting on ...
7
votes
2answers
2k views

Is there a way to confirm if a hedge fund indeed closed their short positions on a stock?

According to a recent Bloomberg article: Melvin Capital closed its position after repositioning its portfolio, according to a spokesperson. Citron Capital’s Andrew Left also said Wednesday that the ...
5
votes
2answers
562 views

Where to find historical hedge fund returns?

Where can I find historical hedge fund return information? Are there any free resources?
0
votes
0answers
42 views

How can I find/calculate the leverage of a hedge fund?

I know that we can find quarterly disclosures of hedge fund positions in listed equities here: https://sec.report/Form/13F-HR But I don't believe there is anything about leverage there. Still, I think ...
6
votes
1answer
17k views

Can a company run a credit check on me without my permission?

I understand that sometimes when dealing with companies over the phone or over the counter, they need to run a credit check. I would have thought that as a courtesy they would at least tell you this ...
5
votes
2answers
157 views

In a hedge fund, what is a “Partner”?

I will be meeting with representatives of a hedge fund (doing HFT FX trading), one of whom is titled "Partner". In the context of a hedge fund, what is the role of a "Partner"?
2
votes
2answers
1k views

U.S. tax on unsold mined Bitcoin

Suppose that John Doe mines 100 bitcoin at $0.11 each ($11) and doesn't sell them, but keeps them in a wallet. Does he pay taxes the year he mined them at the price he mined them for, or does he pay ...
0
votes
2answers
72 views

Is there a proof that tax lot optimizer is really optimal?

Sites like TD Ameritrade offer a specific lot method of recording capital gains that claims to be most efficient. Such as using the following order: Short-term loss– descending order by cost per ...
0
votes
1answer
31 views

How can I find the VAT Nr of an organisation by looking at a money transfer?

I have an app in multiple appstores (ios, android, windows). I have received money from transactions in these stores, and the VAT is taken care of by the stores. Now I have to do my tax administration ...
0
votes
1answer
66 views

Calculating volatility percentage for a given time period

I am looking at an EMEA liquidity report. One measure I am interested in is the volatility. The report includes a list of various indexes and the "Average Volatility " for a period of 5 days ...
23
votes
12answers
11k views

How can I finance a car at 17 years old with no credit or co-signer?

I just turned 17 on March 17th. I will be graduating high school next year. However, I'm looking to purchase my first car or least drop a down payment of $20,000 on a new 2021 cla Mercedes Benz on my ...
-3
votes
1answer
156 views

On creating a new bank account for “sugar payments” [duplicate]

Recently, I became a sugar baby and found a daddy who wants me to create a new bank account for him to send money to. He doesn’t want to use a cash app because he has been scammed in the past. Is ...
-3
votes
1answer
117 views

Why are my stocks still down after the nasdaq is reaching alltime highs [closed]

Down more than ever even tho it looks like nasdaq has recovered completely
1
vote
2answers
60 views

Can option writers “buy to close” if holders refuse to sell?

I am new to option trading. How do we know an option is ITM on the expiration date when the underlying asset price could fluctuate throughout the day? If we short a call/put, understand that we &...
0
votes
0answers
39 views

IRA contributions income limit

I never calculated my MAGI, but I don't have any student loans, educational expenses or anything like that for that matter. I just claim standard deduction every year. My net income this year is going ...
0
votes
3answers
100 views

How can TINA possibly explain the U.S. stock market rally in 2020, when U.S. interest rates before Jan 2020 was < 2.3%?

Many famous economists Then there is the "there is no alternative" theory, aka TINA. It basically says that with interest rates so low, stocks are the only moneymaking game in town. ...

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