Latest threads in Financial Planningshow only best voted threads
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Investment Strategy
I need advice on investing a sum of $20k, I have a full time job and paying my bills comfortably, kids are 5 years away from college. I don't see a need of these funds any time soon. I don't want to...
56
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13 years ago
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56 | |
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Annuities inside a 401k
On CNBC's web site they say that employers are beginning to offer annuities in their 401k so that participants can choose lifetime income. Here is the article. they mention high fees, my guess is that...
20
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13 years ago
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20 | |
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"Safe" ratio of housing expenses to income
What, would you say, is a safe ratio of all housing expenses (mortgage, insurance, utilities, taxes) to income? No other debts etc. Due to housing crisis, we were considering a little upgrade. Right...
6
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13 years ago
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Fiduciary responsibility
Is there any Federal law or regulation that requires a financial advisor to have a fiduciary responsibility to his clients?
3
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13 years ago
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3 | |
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Model portfolio, update
While the site is up again, here's the promised earnings and PE ratio update to the fictional portfolio I threw together a little over two years ago. '08 '09 '10 T 2.12 2.12 2.30 BP 8.17 4.47 -1.57...
4
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13 years ago
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Procedure to defer Roth conversion tax?
Any ideas on how the deferment of Roth conversion tax to skip a year and get divided in half will go? Early indications are that the account caretaker just threw a full IRA distribution declaration...
5
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13 years ago
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5 | |
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Assigning beneficiary to accounts?
What happens after you had designated beneficiaries on your financial accounts and you die? Especially if assigned to a person, but the charity case might be nice to hear too. Roths: Can they file to...
19
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13 years ago
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Keep investing in same fund every year for traditional IRA?
Every year I contribute $5000 to a traditional IRA with fidelity. I always put the money in the same index fund, Fidelity four-in-one Index, FFNOX. It has an expense ratio of .26%. Should I keep...
1
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13 years ago
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IRA Charitable Rollovers
I missed it at the time, but in late-2010 the IRA Charitable Rollover for those over age 70.5 was extended through 2011. The annual limit for the rollover is $100,000/person. It seems to me that the...
7
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13 years ago
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7 | |
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2010 IRS Form 8829
I cannot find the 2010 version of the Home Office form 8829. Is it not available yet or am I being a bozo again?
1
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13 years ago
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1 | |
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How have MLPs compared against the broader market
A mutual fund is an investment vehicle which allows an individual to be mostly diversified in his investments by owning a vast amount of stocks or a particular investment tool. The funds invested in a...
1
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13 years ago
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Black Rock And Merrill Lynch ?
Hi, Getting on in years now, and a lot of this "stuff" is confusing. Merrill Lynch changed the name, apparently, for two funds I have had for many, many years, on their Municipal Bond Fund-Insured,...
5
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13 years ago
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alternative places to invest
i started investing about 11 years ago. at that time everything i read was about US stocks. Later i read about bonds and then there is real estate. these seem to be the main options. but these days i...
22
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13 years ago
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Rebalancing strategies?
For those of you who do period rebalancing, do you rebalance back to your target allocation each time, or do you set a (relatively small) range around your target allocations and then only rebalance...
6
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13 years ago
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Before buying a foreclosure:
Anyone thinking of buying a foreclosure should read this article carefully. 601087&sid=aneoNubn.Jck&pos=6 Apparently, pending the appeal this article addresses, a buyer can end up without a valid...
4
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13 years ago
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