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There are 16881 individual articles here that are part of 2017 discussions
Please see below the list of the most recent and the best rated articles in Financial Planning
The most recent discussions
Why is US govt obligation %age so different between BND and AGG?
February 20, 2012, 4:11 pm
AGG tracks the Barclays Capital U.S. Aggregate Bond Index BND tracks the Barclays Capital U.S. Aggregate Float-Adjusted Bond Index (but from what's on the Barclays Capital website, those two indexes ... Read more »
Redeem CD early for no penalty?
February 19, 2012, 6:44 pm
I received a letter in the mail from my TD Amertrade saying: Lehman Brothers announced an optional Put period for all outstanding 5% Certificates of Deposit due July 1, 2013 ( CUSIP 52520KVF1 ). The ... Read more »
cost basis - how far back till "missing"
February 16, 2012, 6:42 pm
I have a few older stocks on my (and my son's) Schwab accounts that are missing their cost basis, and I have to manually update their entries.... Was wondering what you might have found with your acc... Read more »
Average cost basis for mutual fund sales
February 10, 2012, 10:22 pm
I recently sold my mutual fund and it showed a profit from 2003-2011, they have an average cost single category for dealing with capital gains and I showed a profit in that time period. My question... Read more »
FWD: annuities & low interest rates
February 8, 2012, 1:33 pm
rescued from the filters, looking into why: From: ps56k FYI - http://finance.yahoo.com/news/interest-rates-low-annuities-sense-050107097.html tough choices where to park money - for now and income... Read more »
Pls explain bond terminology
February 8, 2012, 8:42 am
Someone asked for help with a financial problem. Generally, I know how to solve the problem. But some of the terminology does not jibe with my (weak) understanding of bond terminology. The facts ... Read more »
FWD: CD for 401k Investment
February 7, 2012, 12:08 pm
Salvaged from the filters, not sure why it was caught: Subject: CD for 401k Investment? From: Tony Sivori Is there any legal reason why FDIC insured Certificates of Deposits could not be offered as ... Read more »
social security statement
February 6, 2012, 1:02 pm
Every year, I get a statement titled Your Social Security Statement which details all of my earnings since I started paying social security taxes and provides a summary of benefits I would be eligibl... Read more »
Getting inherited IRAs into "normal" tax-deferred accounts
February 4, 2012, 8:27 pm
My wife has an inherited Roth IRA and an inherited traditional IRA. She obviously has to take RMDs from both. This is annoying for two reasons: 1) In case of the inherited trad IRA, the RMD is ... Read more »
"Leftover" IRA Basis
February 3, 2012, 3:33 pm
This is something I probably should have noticed last year, but didn't. Since ~2007, I have made non-deductible IRA contributions. In 2010, when the income limit for converting to Roth was lifted, I... Read more »
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The best rated discussions
Rules change on 529 plans on FAFSA applications?
I've heard it stated for several years (perhaps erroneously) that 529 plans (both regular and 529/UTMA) don't get included on the FAFSA finaid application. However, I was just looking at the 2011-201... Read more »
Annuity vs Managed Payout
Have about $400K in 401k, diversified, but just sitting there since retirement 2 yrs ago. A broker/advisor is pushing me toward AVIVA IncomePlus Fixed Deferred annuity- Indexed fund w/Lifetime Pay... Read more »
Life insurance vs. 529 plan
I've just had a fascinating e-mail. A grandparent had mentioned to a friend (who happens to sell insurance) that he was thinking about starting up a 529 for his recently born grandchild, as he'd don... Read more »
Economics of retaining an older car, versus a buying a new car
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My wife and I are planner, saver types; we also had good fortune of being born to families who stressed hard work and education and as a result, we both have good careers, and have become financially... Read more »
401k rolled into a Roth IRA or traditional ira?
I will soon have to make a decision on my 401k plan.My company was sold to a private firm and I need to roll my 401k into a IRA or even another 401k.My question is this.....are there any restrictions... Read more »
Life Expectancy table?
Can someone provide a pointer (specific URL) for the 2000 Individual Annuitant Mortality Table, aka the RP 2000 Life Tables, provided by the Society of Actuaries? I could not find it at www.soa.org. ... Read more »
making annuity liquid
I have a Jackson Perspective L Series Fixed & Variable Annuity. I'm age 65. Wanted to annuitize so I can start withdrawing money each year but agent told me annuitizing right now with low interest ... Read more »
Questions About Experian Initial Fraud Alert
Because I recently found fraudulant charges on one of my credit cards, I contacted Experian to file an Initial Fraud Alert on my credit report. I initially tried doing this thru their website, but ... Read more »
Vehicle Loan vs Home Equity Loan
We have a truck loan at $29,000 at 3.9%, payment about $690/mo. I was thinking about transferring that debt to a fixed rate 8% home equity loan for 10 years after paying it down to $25,000. That woul... Read more »
Self-control strategies
Saw the following, relating the results found in a report by Barclay's Wealth. (Text below copied from a blog posting about it - the report itself may be found here: http://www.barclayswealth.com/in... Read more »
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