Financial Planning

Moderation Status Removal for misc.invest.financial-plan

This moderated newsgroup has been issued an rmgroup by the big8 for non usage. The decision was made for non-usage, thi...

0 comments posted 1yr

posted by newsmaster

0 comments posted 1yr posted by newsmaster

Moderation Status Removal for misc.invest.financial-plan

This moderated newsgroup has been issued an rmgroup by the big8 for non usage. The decision was made for non-usage, thi...

0 comments posted 1yr

posted by newsmaster

0 comments posted 1yr posted by newsmaster

What are the disadvantages of being a 1099 employee as opposed to a W2?

Seeing this quite a bit lately, and with the recession looming, there may be fewer W2 and more 1099 jobs in the future,...

0 comments posted 3yrs

posted by Smart Bean

0 comments posted 3yrs posted by Smart Bean

Maximizing Your RMD: How to Reinvest Without Paying Taxes

I am 70.5 and my annuity is requiring I take out a portion of the money asap. I want to reinvest without paying taxes. I...

1 comments posted 5yrs

posted by luma

1 comments posted 5yrs posted by luma

AT&T two shares of stock from 1988 - how much is it worth now

I have two shares of AT&T Stock purchased in 1988 . How much is it worth now?

1 comments posted 5yrs

posted by Rustydexter

1 comments posted 5yrs posted by Rustydexter

Uncovering the Value of Old AT&T Stock Certificates: A Step-by-Step Guide

I have six (6) original AT&T stock certificates (printed on the old parchment paper) from my deceased parents. The shar...

1 comments posted 5yrs

posted by PB&J

1 comments posted 5yrs posted by PB&J

The Financial Planning Guide to Paying Off Your Mortgage: HELOC vs. Extra Payments

So here is my question in detail. I have created a spreadsheet that analyses two loans versus one. The first is my stra...

1 comments posted 6yrs

posted by isadore schwartz

1 comments posted 6yrs posted by isadore schwartz

The Reverse Mortgage Debate: Pros, Cons, and When to Consider It

Marketwatch has an article about new rules making reverse mortgages more attractive: "The new math on reverse mortgages...

2 comments posted 10yrs

posted by dumbstruc

2 comments posted 10yrs posted by dumbstruc

Any Web Sites That Review SEP ?

I'm looking for a web site where I can read some reviews on SEP plans that are available from various vendors. Any recom...

4 comments posted 10yrs

posted by njoracle

4 comments posted 10yrs posted by njoracle

Muni Bond ETFs looking good?

Here are some muni observations that puzzle me... Muni bond funds recently seem to have some of the steadiest preservat...

3 comments posted 10yrs

posted by dumbstruc

3 comments posted 10yrs posted by dumbstruc

Return of Capital Becoming Popular

More and more of my non-REIT stock positions are paying returns of capital instead of qualified dividends. I realize th...

1 comments posted 10yrs

posted by honda.lioness

1 comments posted 10yrs posted by honda.lioness

Question on the new Social Security claiming rules

I am age 65 (DOB 10/01/1950) and my wife is 63 (DOB 10/23/1952). Prior to the November 2 changes to the Social Security...

4 comments posted 10yrs

posted by renormalize

4 comments posted 10yrs posted by renormalize

Vendors Who Create Pure Financial Plans

How do I find vendors who specialize in constructing - and advising on - long term financial plans. It appears to be th...

0 comments posted 10yrs

posted by nisha

0 comments posted 10yrs posted by nisha

Vendors Who Construct Pure Financial Plans

How do I find vendors who specialize in constructing - and advising on - long term financial plans. It appears to be th...

1 comments posted 10yrs

posted by nisha

1 comments posted 10yrs posted by nisha

Calculating Roth IRA Basis

This is a followup to a question I asked back in June. My Roth IRA contains regular contributions as well as conversion...

4 comments posted 10yrs

posted by woessner

4 comments posted 10yrs posted by woessner