Latest threads in Financial Planningshow only best voted threads

Subject Author Posted Replies
 
2008 IRA Deduction
Hello, I have contributed $3000 to my Traditional IRA account. I am also currently contributing to my 401(k) at work. I am Married Filing Jointly. My AGI is $87,000. How much of my $3,000 contribution...
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Article on Repeal of Glass-Steagall
Sort of an interesting piece today at the link below, on the repeal of 1933's Glass-Steagall Act in 1999: aside the editorializing, and the facts alone seem a good read.
 
Financial commentary from Dilbert
Dilbert comic strips have made me laugh for years. The strip on March 26 was particularly appropriate to some of the threads we've had here for the past few months. To see it, go to scroll down to the...
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Dow analysis
Hello, Here it is an interesting analysis for Dow Jones from yesterday ? 31 march? They predicted the day with quite good accuracy? You can see their feedback at If you want to check the full archive...
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Yahoo options not working correctly
I received the following email: "I understand that the current value of the options held in your portfolio are not being calculated correctly. I realize how frustrating this can be and apologize for...
 
Fearless Freddies -- Bungee Jumping in New Economy (WSJ)
A very inreresting article. For those without a subscription to WSJ, here's a copy that I saved: paragraphs follow: In these uncertain times, most people are seeking protection and safety from the...
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Now the Long Run Looks Riskier, Too (New York Times article by Hulbert)
Now the Long Run Looks Riskier, Too By MARK HULBERT New York Times, March 28, 2009 investors count on the stock market to produce handsome long-term returns? The conventional answer has been,...
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Using options to protect positions in IRA??
Hello all, I have a rather sizable position in several mutual funds in my IRA. Some of the commodity funds have had nice moves already this year for example TGLDX (is a gold fund). I don't want to...
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Anyone have experiance with a 401K Advisory service?
I ran across one of these websites while searching thru google for retirement fund options. I'm retiring soon and can leave my 401K where it is. Thought I might like to get a CFP's opinon on what's...
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Refinance dilemma
I currently have a mortgage of $495,000 with a rate of 5.875%. I can refinance now to a rate of 5.3%. Alternatively, I can pay off $78,000 in principal, bringing the mortgage down to $417,000, and a...
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Roth IRA Losses
As of right now, my wife and I have combined losses of $9,418 in our Roth IRAs. Our basis is $24K and the balance is $14,582. According to my understanding IRS Pub 590, we can claim that loss on line...
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Perfect Recipe for Inflation?
I have heard inflation described as "too many dollars chasing to few goods." Today I see the government and the Fed dumping trillions of dollars into the economy while, at the same time, companies are...
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mortgage interest vs standard deduction
I've often seen this mentioned, but haven't worked the numbers. What's the impact of paying off a current $60k mortgage with respect to the itemized deductions ? sales tax - - - - - $2,300 real estate...
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what to do with $230k payout
We are about to receive a $230k payout from an life insurnace trust... Suggestions on where to place it in this economy ?
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Adjusted Closing Prices
I've been downloading historical stock prices from Yahoo for an older version of a program. The data comes down in a csv file with the columns as follows: Date,Open,High,Low,Close,Volume,Adj Close I...
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