Latest threads in Financial Planningshow only best voted threads
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Market volatility explained?
Even the most hands off investors have got to be concerned about recent market volatility. Besides the dime-a-dozen opinions of top- down analyzers, I keep track of some bottom up observers from the...
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13 years ago
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Trust / Children / Distribution of assets question
Re:Trust / Children / Distribution of assets question **************************************************************** We live in California. We are told having a living trust in California will avoid...
7
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13 years ago
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7 | |
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How to estimate tax on trad IRA to Roth conversion
I am considering converting my trad ira to a roth ira and I am trying to estimate how that will impact my taxes. Below is what I think I know and what I am trying to do to estimate the tax impact. I...
5
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13 years ago
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5 | |
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reversing a Roth
I would never do it due to the complexities, but would anyone want to comment on the benefits of reversing a Roth conversion that you did earlier in the year? The tax benefits for 2010-only may have...
10
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13 years ago
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What are the advantages and disadvantages of a Living Trust compared to a will?
At the free dinner I had last night, the Estate Planner touted the benefits of a Living Trust and why I should sign up for his services. Are they really beneficial?
18
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13 years ago
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18 | |
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401K to IRA
I am over 59.5 years old and can withdraw from my current employer's 401K plan w/o penalty. I am considering a partial withdrawal. I've talked to the firm that administers the 401K and also to the...
2
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13 years ago
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Very disturbed about "trade cancellations"
The canceled trades situation is extremely disturbing to me. 's say that I am an investor, with no ill will, and I see some stock like Accenture trading at $0.01. I buy 100,000 shares for $1,000. I am...
20
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13 years ago
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20 | |
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Estate Tax Basis for IRAs
Apparently the Estate Tax will return next year with a one million dollar exemption. Many people have a large part of their estate in IRAs. Is the estate tax based on the total value of the IRA or the...
6
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13 years ago
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6 | |
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Opinions?
This article on the Greece / Euro zone situation I think brackets the underlying problems, but doesn't specifically define them. What do you see as the problems, and what would solve them?
9
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13 years ago
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How do the "cancelled trades" affect me?
I understand all-electronic NYSE Arca platform that deviated over 60 percent from their last point at 2:40 p.m. between 2:40 and 3 p.m. How does that affect me? If say one or two of my mutual funds...
6
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13 years ago
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What just happened to IWD? Bad data or massive divergence from NAV?
I realize the markets are way off today, but as I type this the Russell 1000 Value index is only down about 4.5%, yet IWD (the iShares ETF that tracks it) is being quoted as down over 33%. Bad data...
9
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13 years ago
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Medium risk investment recommendations?
For high risk investments I buy: FSTMX - SPRTN TOTAL MKT INDX INVESTOR CLASS and for lower risk I buy: BND - VANGUARD TTL BD MKT Any suggestions for something in between these two risks profiles? The...
8
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13 years ago
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How Much Mortgage For A Second Home Can We Afford?
Hi, We will be buying a second, winter home for when my wife retires in two years. I haven't found a formula for how much mortgage we can afford in our case. Those I found are applicable to still...
8
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13 years ago
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Foreign Citizenship And Social Security
Hi, If you become a citizen of a another country does it affect your Social Security, Medicare, or other retirement benefits? Does the answer change if you drop your US citizenship as well? Thanks
5
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14 years ago
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Estimates health care costs for 66% of retirees
No recomendaions as to companies nor estimates, but here are some ballpark numbers to give some data. The study was done by the CCR, underwritten by Prudential. "About one-third of individuals turning...
3
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14 years ago
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