Latest threads in Financial Planningshow only best voted threads
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Asset Placement into Various Account Types
I want to establish the following asset allocation: 15% domestic large cap stock etf 15% domestic small cap stock etf 10% international large cap stock etf 10% international small cap stock etf 10%...
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9 years ago
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FDIC and NCUA insurance limits for trust accounts
A living trust document specifies 15 beneficiaries, with a first group of three beneficiaries getting a specific distribution of $xx each (relatively small in the grand scheme) and a second group of...
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9 years ago
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How quickly should capital gains be realized in a taxable account?
Suppose one has $300,000 in taxable gains consisting of stock held a long time. Realizing the entire $300,000 would result in a large tax bill and higher tax prepayments in the current and the...
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9 years ago
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More than you wanted to know about non-transparent ETFs
A very informative article on non-transparent ETF. (Not that I personally see the point of them)....
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9 years ago
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Retirement spending and happiness
Fidelity at says, "Our rule of thumb is that most people can expect to spend about 85% of their after-tax working income in retirement." The Bogleheads article "Surveys of retirement spending" is at...
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9 years ago
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UTG, Closed End Funds, and Leverage
Over the last several months from time to time I have read of certain income oriented investors buying some of the "utilities fund" UTG. I looked at its stats and rolled my eyes. It seemed like the...
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9 years ago
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margin account and association with Form 1099-DIV
Have a has a margin account with Investit Investment Company. The stocks and bonds in the account earned dividends and interest of $10,000 in 20X9. The $10,000 was paid directly to the margin account...
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9 years ago
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Want to lease mineral rights to an oil company
I own mineral rights in SW OK and want to find oil companies interested in them. How do I do this.
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9 years ago
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Irrevocable Trust for "Small" Estate?
A friend has about $1.6 million in assets. He is about 61-years-old. After his death and his wife's death, the friend has two nephews (both adults in their 20s and 30s) to whom he wants to leave the...
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9 years ago
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can you roll over the non-invested portion into a new 401k
can you roll over the non-invested portion of your 401k to your new 401k
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9 years ago
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buying family home with no down payment.
she has bought me a mobile home which I pay all the costs and have a "life estate". This has cost her excellent credit to be over the limit for her to refinance. If I could buy her home, she could...
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9 years ago
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Why is there a point to munis?
Why is there any point to munis? By that I mean, why aren't yields driven down to be equal to the after-tax yields of taxable bonds of similar maturities and credit quality? Obviously they are driven...
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9 years ago
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Media coverage of mutual fund holdings as a driver of flows
According to this new paper, people invest in funds whose profitable holdings have been mentioned in the media. This does not help them choose funds that will perform well in the future. Winners in...
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9 years ago
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Quciken versions
I cannot make heads nor tails of exactly what each version of Quicken does and does not do. The "Premier" (investment) version "keeps track of basis and capital gains". Does not the basic version do...
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9 years ago
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Antifragile
Any one read Nassim Nicholas Taleb's (the Black Swan guy) recent book "Antifagile" Any one want to comment on his premise that regulators who try to "stiffle" Black Swans" are not only doomed to...
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9 years ago
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