Latest threads in Financial Planningshow only best voted threads
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capital losses vs HC premium tax credit
Bad years for stocks give you tax flexibility by realizing gains minus-ed out by varying losses. At least assuming the tax code isn't insane, such as form 8962 (health care premium credit) appears to...
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8 years ago
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New SEC liquidity rules for funds, ETFs could have interesting effects
I ran across this piece on and thought people here might be interested: Some snippets: "funds would have to report an estimate of how long it would take to liquidate their entire position for every...
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8 years ago
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Social Security grace year & non-service month
I worked Jan/Feb then retired end of Feb 2013 & cashed in annual/sick leave. I started receiving Social Security in March. My total earnings for the 2 months were over the annual limit. Now they say I...
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8 years ago
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minimum salary for my wife to max out simple ira contribution.
Hello everyone I own a small business and was thinking about paying my wife a small salary so she can contribute simple ira to her retirement account. I am thinking a salary of $13550 that will allow...
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8 years ago
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Roth Conversion 5-year Rule
I have a Roth IRA that contains regular contributions, conversions from both deductible and non-deductible IRA contributions (including a 401k rollover) and earnings. I was recently pondering how much...
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8 years ago
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Is there a penalty to exchange Bellsout stock now?
Do I have to pay a per cent age of the the exchange value for Bellsouth stock if I exchange it on 6/1/2015? Will I get all the past dividends ? Who do I call?
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8 years ago
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Lower Cost Corporate Trustee?
I have googled and found discussion of this company: From my reading,if the individual Trustee selects as the corporate trustee then this corporate trustee does not itself identify stocks to recommend...
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8 years ago
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Least Expensive Corporate Trustee
Can anyone recommend a financial institution for its inexpensive fees for being a Co-Trustee? US Bank has been the corporate trustee for this trust. Their service is poor; a legal notice requiring a...
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8 years ago
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Social Security basics -- and WEP and GPO
Wrote this about a month ago and thought folks here might find it helpful: Debunks a few myths about Social Security up front, then demonstrates how basic benefits are computed. (Folks are often...
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8 years ago
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Rental House: Keep or Sell?
My long-term tenant is finally moving out of my rental house and I am again faced with the decision of keeping it or selling it. I have decided to turn to the fine minds of MIFP for advice. Here are...
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8 years ago
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RE: IRA Tax
My wife, when she retiured in 2006, rolled over her IRA into a bank sponsered IRA. She invested $15,600 +/- at the time and was charged a 5 1/4% commision so her actual investment was $14,800 +/-. In...
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9 years ago
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RE: IRA Value
Yje wife is 73 and I am 69. She has an IRA that was strated by one of the companies she worked for before she retired @ 62. It rolled over @$15,500 and the mutual fund took 5 1/2% or about $14,800. It...
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9 years ago
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Only silver plan rebates OOP, unaffordable care act
To cover a scenario where your income falls off a cliff next year - whether loss of job or big capital losses - it sounds like it may be important to be covered by an extortionate SILVER health plan...
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9 years ago
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Trust Book Suggestion Explaining Options For A Trust For Grandson ?
Hello, Am pushing 80 now, and have a 4 yr old Grandson. Sure helps in keeping one young ! Am thinking that I would like to set up some kind of Trust for him. Know nothing about Trusts, and will...
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9 years ago
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The Rise of the Robo-Advisors
Feedback, as always, very much welcome. --David Financial Planning versus the Robo-Advisors Posted by David on October 31, 2014 ? Leave a Comment It seems that every day there's another headline or...
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9 years ago
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