Latest threads in Financial Planningshow only best voted threads

Subject Author Posted Replies
 
Curious about of VFSTX vs. VFIIX for conservative bond funds
(VFSTX is Vanguard Short-Term Corporate, VFIIX is Vanguard's GNMA fund. I understand generally what GNMAs are and how they are different than "normal" bonds (govt backed, but prepayment risk, etc.).)...
 
Reboot Social Security
A change has been made to the Social Security rules which now restricts the possibly valuable SSA-521 technique for "rebooting" your pension to a new 12 month window. See
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fixed income volatility
Fixed income is taking some wild swings in price lately, for example in a few days wiping out equivalent of a year or two worth of future interest. I wonder what the prudent investor is supposed to do...
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Rental property
My understanding has been that a property owner has to limit his/her personal use of his/her rental property to 14 days in order to qualify the property as "rental property". Given the recession and...
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Macro government economy
This is economic reality, not political side-taking. My crystal ball says there's going to be a lot of budget cutting in years to come. With some widely publicized EU countries as visible test cases,...
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Trust - getting out of 1/5 ownership
My wife's family - 5 siblings - has inherited some properties when their parents passed away in the past couple of years. All of the properties from the estate are now in a Trust, and are 2 condos, 2...
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2010 income tax forms?
Anyone know when these forms will be available online?
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Tax changes under review
Just because Congress is considering changes to the tax code doesn't mean they will happen. Having said that, I'm trying to recall a list of specific things being tossed around. Those things include:...
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std deduction vs charity
With our house interest payment becoming tiny, and therefore our total tax deductions now crossing over into Standard Deduction territory,, I was wondering how that might effect people still...
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Index funds - what are your experiences?
I was talking with my sister last night and the subject of index funds came up, she is a firm believer and extolled the virtues of them (mainly lower costs overall) vs. a traditional stock fund. What...
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tax selling or not?
We approach the traditional time of year for deciding whether to realize capital gains/losses or not, partly based on tax implications. This year may be potentially crucial because we could face tax...
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Can someone post Matt Badiali's latest recommendations?
I don't trust paying for a subscription to his service but might consider it later if I can independently verify results first. It would be very appreciated.
 
How would you invest a cash lump sum?
Although I'm not lucky enough to have won the lottery myself I can't help wondering "What if...?" So I'm just going to throw the scenario out to see what others think. You're a UK citizen who's just...
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Utility stock funds - which ones are best
I am thinking of investing in this area due to the relative stablity of the stocks and dividends. Which ones are best for the long term.
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Can you refuse an inheritance???
I have an interesting and true dilemma and I'd like to seek opinions from all of you. No we have not spoken to lawyers yet. My father-in-law possibly has an estate worth 1.5 to 2 million dollars. He...
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