Latest threads in Financial Planningshow only best voted threads
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Bonds - VBMFX vs VWESX
I currently have Bond money split between VBMFX and VWESX. It appears that the LT Corp has done better for me compared to the overall Bond Index with respect to that past several years. Looking at the...
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12 years ago
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Is it better to own investment RE via a corp, or as a person?
I won a house at a real estate auction. I can buy it either with personal money, or with money in my corporation's account. The intent is to either rent it out or resell, I have not decided. My...
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12 years ago
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Need a reality check on an apartment building investment
I was looking for a real estate investment. A realtor that we used in the past, located a deal with six apartments, sharing a stairway, in a long apartment building. The pro forma statement shows...
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12 years ago
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24 | |
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Buying Investment Property With IRA Cash
Hi, We are buying some property overseas. We are considering using cash in IRA accounts so not to tie up other cash. Construction will be completed in about 6 to 8 months (plus slippage). At some...
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13 years ago
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12 | |
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Taxable Account
Hello, Using Vanguard, what would be best for a taxable account? Tax managed funds, index funds, ETFs, or is there something better? Looking for something long term but still able to be liquidated if...
3
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13 years ago
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Life insurance payout
The following post from "Hypnotized" was incorrectly returned to him. Shown below is a copy of the post. --------------------------------------- A quick background on my situation: My mother-in-law...
3
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13 years ago
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Whither Roth?
I've on and off wondered how "safe" Roth accounts and things like this anti-Roth screed in the LATimes: this blog post: about the sad fiscal shape of the US has me wondering again. While I don't think...
3
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13 years ago
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retirement/investment tax haven?
Do these not exist any more for US taxpayers? I gather you always owe federal taxes even if you reside/retire outside the country, which is quite strange given you are not reaping the benefits. Not a...
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13 years ago
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23 | |
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ATT or Verizon
Anyone here bearish on Verizon or ATT? Dividends are over 5% so far. Larry
3
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13 years ago
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3 | |
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Whither mid-caps? Value?
Back around 10-12 years ago once piece of conventional wisdom for a relatively simple allocation for the *domestic equities part* of a portfolio was a large-cap/small-cap mix, probably with small-cap...
3
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13 years ago
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3 | |
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Book Recommendation
I recommend "Debunkery" by Ken Fisher & published by Wiley. An easy read. Fisher looks at 50 investment myths and shows why each is BS. These are items that appear regularly in the financial press....
7
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13 years ago
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Annuity Question
A financial advisor, who seems knowledgeable, has suggested a variable annuity called "Lifeguard Freedom Flex" from Jackson National Life Insurance Company. The purpose is to provide guaranteed income...
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13 years ago
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28 | |
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best place to park cash now
I have Vanguard and Fidelity accounts, and it looks like the money markets yields are pitiful around 0.1% yield. I see that Vanguard has a Limited Term Bonds fund yielding 1.4%, with average durations...
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13 years ago
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Withdraw early from IRA for disaster preparedness
My spouse is urging us to withdraw about half of our retirement account in order to stock up with food, seed and livestock to weather an imminent economic collapse. It's a traditional IRA, so we would...
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13 years ago
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A/B trust do-it-yourself?
Hi folks, My wife and I own our home in California and have good retirement accounts. I think we would benefit from an A/B trust. Can I establish an A/B trust and put our assets into it by myself, or...
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13 years ago
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