User AxiomaticNexus

20 votes

2 answers

3k views

How to know if two ETFs are 'substantially identical' according to wash sale rules?

asked Dec 1, 2016 at 19:47

14 votes

1 answer

4k views

What happens to my Social Security benefits if I work less than 10 years in the U.S?

asked Nov 2, 2015 at 3:48

11 votes

2 answers

10k views

Does Technical Analysis work or is it just a pointless attempt to "time the market"?

asked Apr 14, 2015 at 21:43

5 votes

2 answers

809 views

Technical Analysis not working

asked May 1, 2015 at 22:51

4 votes

2 answers

2k views

Can I negotiate a 0% transaction fee with my credit card company?

asked May 20, 2015 at 5:21

4 votes

2 answers

549 views

Can I and should I put my dad's Parent PLUS student loan under my name?

asked Mar 10, 2015 at 0:29

4 votes

1 answer

201 views

Is there any data that shows how diversifying results in better returns than just sticking to an all-stock portfolio?

asked Mar 13, 2015 at 20:11

4 votes

2 answers

421 views

Can a Roth IRA be used as a savings account?

asked Dec 8, 2014 at 22:31

4 votes

4 answers

762 views

Over the long term, why invest in bonds?

asked Feb 12, 2015 at 22:55

4 votes

2 answers

434 views

Why not invest more in the Healthcare sector?

asked Feb 13, 2015 at 1:20

4 votes

0 answers

776 views

Capital gains while living abroad?

asked Feb 14, 2017 at 23:17

3 votes

1 answer

1k views

Taxes on Income from an Employee Stock Purchase Plan?

asked Feb 16, 2018 at 0:43

3 votes

1 answer

110 views

Do I not qualify for any education tax breaks?

asked Oct 17, 2018 at 14:08

3 votes

2 answers

1k views

A calculator that takes into account portfolio rebalancing? [closed]

asked Mar 26, 2015 at 2:51

3 votes

3 answers

345 views

Is this Employee Stock Purchase Plan worth it when adding my student loan into the equation?

asked Jun 1, 2015 at 20:14

2 votes

4 answers

203 views

Higher returns from international markets?

asked Mar 25, 2015 at 22:02

2 votes

4 answers

2k views

How to move money between U.S and non-U.S bank accounts?

asked Dec 20, 2016 at 20:24

2 votes

1 answer

107 views

Amending 2015 Tax Return?

asked Feb 29, 2016 at 19:18

2 votes

1 answer

177 views

How to handle fee for a balance transfer?

asked Jun 16, 2016 at 7:29

2 votes

1 answer

92 views

Against what income are broker fees deducted?

asked Feb 6, 2017 at 4:28

2 votes

0 answers

179 views

IBKR's 1099 Forms not what I expected

asked Feb 15, 2021 at 21:45

2 votes

1 answer

92 views

Why will I be receiving a 1099-R in January of 2022, for income that is supposed to be reported for tax year 2020?

asked Mar 2, 2021 at 14:58

2 votes

1 answer

525 views

IBKR keeps depositing dividends as "payment in lieu" despite not having a margin loan with them or being subscribed to their share lending program

asked Apr 1, 2022 at 1:48

1 vote

1 answer

132 views

Who's on the other side of very illiquid option contract trades?

asked Dec 13, 2021 at 15:07

1 vote

2 answers

123 views

Not clear about margin requirements on Shorting Puts

asked Feb 20, 2021 at 20:27

1 vote

3 answers

439 views

IBKR charges different interest rates on margin loans denominated in different currencies. Why not take out the loan in the cheapest one?

asked Jan 13, 2021 at 21:12

1 vote

1 answer

66 views

In what order are Short Term Capital Losses applied when dealing with Municipal Bond Interest, Qualified Dividends, and Ordinary Income?

asked Jul 14, 2020 at 16:40

1 vote

1 answer

120 views

Transferring assets between Roth IRA accounts

asked Oct 28, 2014 at 19:28

1 vote

2 answers

332 views

Do no-balance-transfer-fee credit cards make exceptions in their special offers?

asked Apr 12, 2016 at 23:24

1 vote

1 answer

196 views

Strategy to save the most on interest

asked Jul 24, 2015 at 21:13

Stack Exchange Network

54 Questions

How to know if two ETFs are 'substantially identical' according to wash sale rules?

What happens to my Social Security benefits if I work less than 10 years in the U.S?

Does Technical Analysis work or is it just a pointless attempt to "time the market"?

Technical Analysis not working

Can I negotiate a 0% transaction fee with my credit card company?

Can I and should I put my dad's Parent PLUS student loan under my name?

Is there any data that shows how diversifying results in better returns than just sticking to an all-stock portfolio?

Can a Roth IRA be used as a savings account?

Over the long term, why invest in bonds?

Why not invest more in the Healthcare sector?

Capital gains while living abroad?

Taxes on Income from an Employee Stock Purchase Plan?

Do I not qualify for any education tax breaks?

A calculator that takes into account portfolio rebalancing? [closed]

Is this Employee Stock Purchase Plan worth it when adding my student loan into the equation?

Higher returns from international markets?

How to move money between U.S and non-U.S bank accounts?

Amending 2015 Tax Return?

How to handle fee for a balance transfer?

Against what income are broker fees deducted?

IBKR's 1099 Forms not what I expected

Why will I be receiving a 1099-R in January of 2022, for income that is supposed to be reported for tax year 2020?

IBKR keeps depositing dividends as "payment in lieu" despite not having a margin loan with them or being subscribed to their share lending program

Who's on the other side of very illiquid option contract trades?

Not clear about margin requirements on Shorting Puts

IBKR charges different interest rates on margin loans denominated in different currencies. Why not take out the loan in the cheapest one?

In what order are Short Term Capital Losses applied when dealing with Municipal Bond Interest, Qualified Dividends, and Ordinary Income?

Transferring assets between Roth IRA accounts

Do no-balance-transfer-fee credit cards make exceptions in their special offers?

Strategy to save the most on interest