Latest threads in Financial Planningshow only best voted threads
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Some confusion about the Roth IRA five-year rule
Say I opened my first Roth IRA with Fidelity in 1995. I opened a second Roth IRA with Vanguard in 2005. When can I start taking distributions from the Vanguard Roth without penalty?
6
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15 years ago
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6 | |
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IRA recordkeeping?
Can a hay-bale of old IRA transaction records be thrown away? This is across decades including rule changes, transfers of custodians, rollover and sometimes Roth conversions. Could there ultimately be...
11
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15 years ago
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11 | |
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Big Slide in 401(k)s Spurs Calls for Change
The article is well researched and very educational, but I found many statements there to be annoying. Above all, the assumption that the country as a whole can somehow get richer than itself by means...
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15 years ago
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14 | |
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investing in cheap houses
I wonder if there are real estate parternships one can invest it that would buy homes such as those mentioned in this article and rent them out (while waiting for house prices to rebound). It seems...
13
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15 years ago
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13 | |
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Mortgage Advice
If you pay extra toward the principle on your mortgage every month, eventually you'll pay it off earlier and you will pay less interest. At that point you should be able to figure out what your...
21
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15 years ago
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21 | |
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Short-term Fund purchasing advice...
Not sure if people can help me with this but maybe there are others who face a similar plan or advice needed... I am taking advantage of the new Tax-Free Savings accounts and will be using this...
9
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15 years ago
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9 | |
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Enjoying the Bull Market?
The S&P 500 hit a low of 741 on November 21st. As of today's close it was 934.7. That's up over 25%, a bull market in anybody's book. -- Doug
25
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15 years ago
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25 | |
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Financial Guru: Buy-and-Hold a Thing of the Past
this financial guru thought that buy and hold was just the thing when everything looked so good and prices were rising. Now that the prices fell, at some point almost two times below what this guru...
24
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15 years ago
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24 | |
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Buying new car at distress prices?
Ford and GM report sales of vehicles declining 32% compared to last year. I would suppose that foreign car makers (such as Honda) would report substantial declines as well. I expect, therefore, that...
2
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15 years ago
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2 | |
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TIPS duration
TIPS are available as 5/10/20 year durations. Since the principal is adjusted according to inflation, what should determine the duration for a buyer? If I'm going to purchase it in an IRA and I'm more...
3
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15 years ago
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3 | |
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Value at Risk (NYT article)
Prompted by the financial crisis, the latest New York Times magazine has a long article "Risk Mismanagement" by Joe Nocera about the use(some argue misuse) of the Value at Risk (VaR) measure by...
17
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15 years ago
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When do companies report 4th quarter and Christmas results?
Basically I'm trying to see when companies report the results of the Christtmas season on their sales, and when companies who didn't too well, and are on the brink, report bankruptcy. I pulled some...
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15 years ago
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Ranking the Experts
Who was best at seeing the riskiness of the market and advocating accordingly circa 2007 and earlier? My take follows. 1. Zvi Bodie (winner) What he advocated: If you are wealthy, do not worry about...
5
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15 years ago
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P/E
The advice thread has gotten long and tedious. I think there are some who might be confused as to how a P/E is determined. Being no expert, rather a long-time observer, I'm sure there are others who...
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15 years ago
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FDIC limit
anyone hear any talk about making the $250k FDIC limit permanent, or otherwise increasing from the original $100k after the temporary $250k limit expires?
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15 years ago
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