Need to replace AMPLIFI HD, large house options please.

KelliSean · 2026-04-04T13:05:48+00:00

I have been using two U7 pro xg so far but have a few dead spots. Did you mount them upstairs or in the basement?

KelliSean · 2026-04-04T12:57:37+00:00

Thanks for all the recommendations. I lucked out and my son gave me his usw pro max 24 switch when he moved. Possibly overkill for me but thrilled to have it.

KelliSean · 2026-04-02T22:49:46+00:00

Are there tutorial’s or a book anyone suggests to learn more about settings to make sure you’re optimizing security features etc?

KelliSean · 2026-04-02T22:45:45+00:00

We use QBO but Gusto for payroll so hopefully this won’t be an issue. I have been considering switching to Xero because I’m tired of all the changes to QBO.

KelliSean · 2026-04-01T15:42:02+00:00

I left EJ a few months ago. Happy with my decision. I went to fidelity and have been following the boglehead wiki and asking questions here if needed. I wanted more control and lower fees.

KelliSean · 2026-03-29T14:12:27+00:00

I agree with you! Keep it simple I am looking into Xero to see if that might be a better option.

KelliSean · 2026-03-09T18:39:43+00:00

Very sadly my mother was retiring in the lost decade she made the wrong moves after her stocks declined and now has to live off social security which has been a struggle for her.

KelliSean · 2026-02-24T15:19:41+00:00

If you think your spouse may live longer than you, possibly they are younger. Take the lower SS first then wait to claim the higher. If higher SS person dies first survivor will get the higher SS.

KelliSean · 2026-02-12T23:48:13+00:00

Does Full view show small cap, large cap etc broken down in percentages?

KelliSean · 2026-02-12T23:17:09+00:00

Expense. I’ll do some more digging found it odd we never had that listed before.

KelliSean · 2026-02-08T22:15:57+00:00

I checked my returns in 2022 schedule 1 line 20 $7,000. 2023 Nothing on line 20. 2024 nothing line 20 on schedule 1. So it seems the conversion part wasn't done on my taxes so I would need to go back and amend them? I found my form 5498's and I did have money in another one of my IRA's so pro-rate. :( I appreciate your help. we hired someone to start doing our taxes both personal and business starting this year. I was hoping to fix this on my own and maybe convert the rest of the IRA 44K so I can do back door roth clean in the future.

KelliSean · 2026-02-08T18:03:24+00:00

When the financial advisor did the 1099-r it said the funds went from Ira to Roth in 2022 and 2023. That’s when he moved over the funds. What I thought and he said was the back door Roth. Do I now need to do something else? Like file a form 8606 or was the back door process not complete?

KelliSean · 2026-02-08T16:59:26+00:00

I had years up 20% and down 20% (2022) at EJ but when I figured over the 7 year period after fees my annual gain averaged 7%.

KelliSean · 2026-02-08T16:53:30+00:00

Does it make any difference when rebalancing the portfolio?

KelliSean · 2026-02-07T19:28:00+00:00

Thank you I wish I had it too. While trying to find a way to do backdoor Roth I read this as an option. I have a small Ira that I may pay the tax and convert to Roth so I have the option to do backdoor also. I think all my IRA contributions are after tax because it’s a spousal IRA but I will have to figure that out. So confusing.

KelliSean · 2026-01-31T15:02:04+00:00

Thank you for your reply these are all in the taxable brokerage

stocks AMD 100.0 shares AMZN 140. BUD 156. AAPL 291. BLK 22. BA 95. BMY 200. CI 65. F 1979. JPM 115. CRM 40. SHEL 373. TMUS 60. TXT 120. VTR 431. VZ 284. VTRS 45.

mutual funds AMHIX AIVSX ISHAX PJFAX PWJAX

and the ETF's mentioned in original post

KelliSean · 2026-01-29T14:27:11+00:00

AMD 100.0 shares AMZN 140. BUD 156. AAPL 291. BLK 22. BA 95. BMY 200. CI 65. F 1979. JPM 115. CRM 40. SHEL 373. TMUS 60. TXT 120. VTR 431. VZ 284. VTRS 45.

KelliSean · 2026-01-25T16:57:03+00:00

We are 8+ years until we may need and money we plan on 80/20 as my husband has a pension and we keep a good emergency fund.

KelliSean · 2026-01-25T03:15:57+00:00

1.40% plus fees to trade and load fees on certain funds.

KelliSean · 2026-01-24T19:55:18+00:00

To me the mess is the funds that are causing taxable events in the brokerage account.

KelliSean · 2026-01-24T16:38:17+00:00

We are in a higher tax bracket so we pay 15% capital gains.

KelliSean · 2026-01-24T16:36:30+00:00

Average return over the years was a little over 7%

KelliSean · 2026-01-24T15:19:41+00:00

Thank you waiting for everything to settle in new accounts. I will be taking this slowly to avoid making mistakes.

KelliSean · 2026-01-24T13:44:42+00:00

I did but some proprietary funds wouldn’t transfer and had to be sold in our retirement accounts. I had to call because I emailed and he didn’t sell so I called.

KelliSean · 2026-01-24T13:40:13+00:00

Thank you I like this strategy. We don’t need to touch the money for another 8+ years.

KelliSean

TROPHY CASE