Vanguard Adds New $100 Account Closure and Outgoing Transfer Fee

Posted on May 5, 2024 // 19 Comments

Vanguard recently announced some new and/or increased fees for their brokerage accounts. Here is their updated full commission & fee schedule. The following are effective July 1, 2024: Account closure and ACAT outgoing transfer fee: A $100 fee … [Read the rest]

Evergreen Money “Liquid Treasuries” Review: Checking Account + T-Bill Combo, $250 Bonus

Posted on May 1, 2024 // 24 Comments

Evergreen Money is a new fintech startup focused on tax-smart money management by Bill Harris, previously CEO of Intuit, PayPal, and Personal Capital (now Empower). Here a short video clip of his Bloomberg TV appearance. They are starting out … [Read the rest]

Savings I Bonds May 2024: 1.30% Fixed Rate, 2.98% Inflation Rate (4.28% Total for First 6 Months)

Posted on April 30, 2024 // 11 Comments

Update: Savings I Bonds bought from May 1, 2024 through October 31, 2024 will have a fixed rate of 1.30%, for a total composite rate of 4.28% for the first 6 months. The semi-annual inflation rate was 1.48% as predicted (2.96% annually), but the … [Read the rest]

Vanguard Sells All Solo 401(k) Accounts to Ascensus

Posted on April 23, 2024 // 6 Comments

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 ACAT Transfer Bonus Promotion: $100 to $10,000, Both New and Existing Accounts

Posted on April 18, 2024 // 4 Comments

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 ACAT Transfer Bonus Promotion: $125 to $6,000 for Existing Customers

Posted on April 18, 2024 // 11 Comments

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]

Robinhood Gold 2% Match Review: More Details on IRA Transfers and 401k Rollovers

Posted on April 16, 2024 // 43 Comments

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]

Acorns App Results: How Much Did Folks Earn Rounding Up Spare Change?

Posted on April 9, 2024 // Leave a Comment

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]

Walmart Weighted Groceries Class Action Settlement

Posted on April 8, 2024 // 3 Comments

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]

Best Interest Rates on Cash Roundup – April 2024

Posted on April 4, 2024 // 5 Comments

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]

Global Entry Changes 10/1/24: Adult Fee up to $120, Children Free w/ Adult

Posted on April 3, 2024 // 5 Comments

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]

Retirees Spend Down Their Assets Much Less Than You Probably Think

Posted on April 3, 2024 // 6 Comments

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]

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