ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Forum

Forum

  • Forums
  • Members
  • Recent Posts
Forums
ITA Forums
Retirement Topics
 
Notifications
Clear all

Retirement Topics

Anything related to retirement is fair game in this forum
RSS

Author Name

Author Email

Topic Title *

 
Preview 0 Revisions Save Draft Saved
Topic Title
Views
Posts

Photography As Retirement Hobby

First post and replies  | Last post by Lowell Herr, 6 years ago

790
1

  •   Check out these photos on my Smugmug site. Lo...
    By Lowell He... 6 years ago


Charitable Giving

First post and replies  | Last post by Lowell Herr, 6 years ago

1161
2

  •   I just spoke with a TDAmeritrade officer with the ...
    By Lowell He... 6 years ago

  •   Should anyone find out different information from ...
    By Lowell He... 6 years ago


The complexities of tax-deferred portfolio management in retirement

First post and replies  | Last post by Lowell Herr, 3 years ago

826
7

  •   Fellow ITAers, I am posting a current conundrum ...
    By Ernest St... 3 years ago

  •   @ernies Ernie, If one is extremely careful ab...
    By Lowell He... 3 years ago

  •   @lowell Lowell, thanks. I wonder if other ITA me...
    By Ernest St... 3 years ago

  •   @ernies - The primary difference between taxable a...
    By Lowell He... 3 years ago

  • view all posts

Retire Early - What is required.

First post and replies  | Last post by Lowell Herr, 5 years ago

938
1

  •   Here is the link to an interesting and useful arti...
    By Lowell He... 5 years ago


Search Blog

Recent Posts

  • ChatGPT Summary of ITA Wealth Management Blog
  • Schrodinger Portfolio Update: 28 October 2025
  • Portfolio Construction: Where to Begin?
  • Copernicus Portfolio Review: 14 October 2025
  • McClintock Sector BPI Portfolio Review: 9 October 2025
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 17 Forums
  • 580 Topics
  • 748 Posts
  • 2 Online
  • 282 Members
Our newest member: Matthew D'Argenio
Latest Post: 10/31/25 Recommendations
Forum Icons: Forum contains no unread posts Forum contains unread posts
Topic Icons: Not Replied Replied Active Hot Sticky Unapproved Solved Private Closed

Powered by wpForo  Powered by wpForo version 2.4.10

(Visited 31,631 times, 6 visits today)

Share this:

  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • More
  • Click to share on Bluesky (Opens in new window) Bluesky

Like this:

Like Loading...

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • ChatGPT Summary of ITA Wealth Management Blog November 3, 2025
  • Schrodinger Portfolio Update: 28 October 2025 October 28, 2025
  • Portfolio Construction: Where to Begin? October 25, 2025
  • Copernicus Portfolio Review: 14 October 2025 October 14, 2025
  • McClintock Sector BPI Portfolio Review: 9 October 2025 October 9, 2025
  • Hawking Portfolio Review: 3 October, 2025 October 5, 2025
  • Millikan Preparation for 2026 September 27, 2025

Recent Comments

  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Schrodinger Portfolio Update: 28 October 2025
  • William Tynes on Schrodinger Portfolio Update: 28 October 2025
  • Lowell Herr on Portfolio Construction: Where to Begin?
  • Craig Burkhart on Portfolio Construction: Where to Begin?
  • Craig Burkhart on Portfolio Construction: Where to Begin?
  • Lee Cash on Hawking Portfolio Review: 3 October, 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025
  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025

Popular Posts

  • Selecting Closed End Funds (CEFs)
  • Buffett Indicator & Shiller PE Ratio
  • Portfolio Construction: Where to Begin?
  • Kepler CEF Portfolio Review: 12 September 2025
  • Hawking Portfolio Review: 3 October, 2025
  • Huygens Portfolio Review: 19 August 2025
  • Schrodinger Portfolio Review: 21 August 2025
  • Gauss Revised Asset Allocation Portfolio Review: 5…
  • Carson Sector BPI Portfolio Review: 7 August 2025
  • Carson Sector BPI Portfolio Update: 22 September 2005

General Investment News

Portfolios coming up for review.  Huygens and Schrodinger are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Millikan Portfolio Review: 23 August 2023
  • Retirement Planning Mistake #1
  • Schrodinger Portfolio Update: 6 October 2023
  • Darwin Portfolio Review: 17 May, 2024
  • Kepler CEF Portfolio Review: 12 September 2025
  • Retirement Planning Mistake #11
  • Franklin Portfolio Review: 31 January 2025
  • Rutherford Portfolio Review (Tranche 2): 22 December 2023
  • Portfolio Construction: Where to Begin?
  • William Bernstein’s Latest E-Book: Getting Rich Slowly
  • How Risky is Your Portfolio? – Another Perspective

Log in | Website Design by BOING

Insert/edit link

Enter the destination URL

Or link to existing content

    No search term specified. Showing recent items. Search or use up and down arrow keys to select an item.
      %d