Latest threads in Financial Planningshow only best voted threads
| Subject | Author | Posted | Replies | |
|---|---|---|---|---|
|
|
Taxes 2010 and proposals to deal with various expirations
WSJ today: "Treasury Secretary Timothy Geithner said the Obama administration will allow tax cuts for the wealthiest Americans to expire on schedule" Mr. Geithner said the White House will allow taxes...
—
|
13 years ago
|
— | |
|
|
New Financial Reform Law
Does anyone have a sense of what (if any) new regulations will be placed on financial planners?
8
|
13 years ago
|
8 | |
|
|
529 successor issues
There is a Fidelity 529 plan setup for our son by his grandmother - wife's mother - My wife is listed as the Successor Participant. The grandmother died about a year ago. We just called Fidelity to...
—
|
13 years ago
|
— | |
|
|
IRA that allows individual stocks
Hi I'm planing to rollover my 401k accounts to IRA. Looking for financial institutions that offer IRAs that allow trading in individual stocks. Any suggestions? -Antony
10
|
13 years ago
|
10 | |
|
|
retirement plan for a partnership
Just looking for some feedback: Simple partnership, no non-partner employees. Income, etc all passed to partners via K-1. Several partners are s-corps - individuals who've incorporated as a wrapper...
7
|
13 years ago
|
7 | |
|
|
Investment strategies for an ultra frugal person?
I'm in my early 30s, unmarried and live an extremely frugal life. I basically save 90% of my paycheck and my net worth is around $700K with no debts.. I do enjoy life and travel etc., but I know how...
10
|
13 years ago
|
10 | |
|
|
Any funds tied to US GDP growth?
Is there any index fund that is tied to the US GDP growth? It seems to me that most index funds basically consist of stocks and bonds. But are there any index funds that also invest in real estate,...
2
|
13 years ago
|
2 | |
|
|
Trusts as IRA Beneficiaries
I would like to name two grandchildren as IRA beneficiaries but there are issues. The first is a 17 year old special needs child for whom a trust has been set up. Can it leave an IRA to a trust fund?...
7
|
13 years ago
|
7 | |
|
|
Fund Portfolio too aggressive?
My friend is retired and has their money managed by a bank. In May a lot of money was lost. I wonder if the money is being invested well, or conservatively enough. My friend's money is in several...
18
|
13 years ago
|
18 | |
|
|
Cadbury Shares now Kraft shares Query
I have received the first dividend from Kraft and only received 25% of the dividend value due to exchange rate and charges. I have requested to get sterling instead of dollars but this was rejected Is...
2
|
13 years ago
|
2 | |
|
|
Basis step up for 2010
I apologize for being too lazy to look this up. Since there is no federal estate tax for decedents passing in 2010, does that mean that there is no basis step up on certain appreciated assets?
1
|
13 years ago
|
1 | |
|
|
Individual Investor Performance by Motive and Method
Advisory What motives and methods of individual investors enhance performance? In their June 2010 paper entitled ?Behavioral Portfolio Analysis of Individual Investors?, Arvid Hoffmann, Hersh Shefrin...
—
|
13 years ago
|
— | |
|
|
Portfolio Optimization Software
I'm thinking of putting together a portfolio of about 10 ETFs, and I'd like to try Mean-Variance Optimization to establish the component weights. Has anyone tried this? With satisfactory or...
1
|
13 years ago
|
1 | |
|
|
Funding "exemption-preserving" trust via disclaimer?
Assume there is a trust (either living trust becoming irrevocable at testator's death, or testamentary trust) that while it lets the surviving spouse have some sort of access to its assets, it makes...
1
|
13 years ago
|
1 | |
|
|
Financial planning in regards to insurance/illness
We have health insurance through my spouse's employer. I am also employed and also have insurance coverage at work available if I choose to use it. It is possible, though not too likely, that my...
3
|
13 years ago
|
3 |