Latest threads in Financial Planningshow only best voted threads
| Subject | Author | Posted | Replies | |
|---|---|---|---|---|
|
|
The American dream
Thought this might be interesting and germane, something to define and plan or set goals for: the American dream. There are two views posted below, to satisfy the politically minded, and many other...
2
|
14 years ago
|
2 | |
|
|
passive trust - income & expenses
My wife's paents each died within the last couple of years. They had some real estate properties in a "trust" - we have no other info as yet. There are 5 kids named and equally shared in the trust. It...
9
|
14 years ago
|
9 | |
|
|
Reduced Tax Rate on LT Cap Gain & Qual. Dividends Set to Expire?
The Tax Increase Prevention and Reconciliation Act of 2005 provided for special, lower tax rates for certain income brackets for long term capital gains and qualified dividends, through tax year 2010....
10
|
14 years ago
|
10 | |
|
|
An Argument Against IRA Rollover
I have a traditional IRA with $33K in it. Of that, $23K is from a rollover from an old 401k and $10K is from non-deductible contributions. I made those non-deductible contributions with the intention...
9
|
14 years ago
|
9 | |
|
|
Diligently investing in a 529 plan? Hope to finance future tuition?
those without the benefit of a WSJ subscription, here's a text copy. It is not posted in this group due to copyright concerns. hopes that your money buys education for your beneficiaries, as you...
8
|
14 years ago
|
8 | |
|
|
Can I contribute to both 457 and Roth IRA?
" Another difference is that 457 plan participant cannot make designated Roth contributions as participants in appropriately amended 401(k) and 403(b) plans can. " am not sure if that means you can...
1
|
14 years ago
|
1 | |
|
|
Gift Tax consequences of joint accounts between adult family members
A bank pays out airlines miles based on your balance per month. I want the miles , but my parents have the money. Could we setup a joint account with their money and me getting the miles? What are the...
7
|
14 years ago
|
7 | |
|
|
How to simplify my IRAs?
I have 12k in a roth ira and 12k in a traditional IRA. I am no longer eligible to contribue to roth since my income is over 150k/year. So I just contribue after tax dollars to the traditional ira. Is...
4
|
14 years ago
|
4 | |
|
|
RLT as Roth beneficiary?
Are there any disadvantages to making a revocable living trust the beneficiary of a Roth? The Roth has been in existence for over five years and the owner is over 59 1/2.
—
|
14 years ago
|
— | |
|
|
Return of Capital from ETF -- Tax Treatment?
Last year I bought a closed-end, exchange traded fund that invests in emerging market debt. (Morgan's Stanley's EDD.) The fund pays a quarterly dividend. My year end statement indicates the dividends...
7
|
14 years ago
|
7 | |
|
|
Allocation of Extra Mortgage Principal Pmt
I just made a largish extra principal payment on my home mortgage. My normal payments are due on the first of the month. The bank allocated the payment as 1. Advance payment of the Mar 1 amt due with...
2
|
14 years ago
|
2 | |
|
|
$200k - where to invest for safety
My wife last year received about $200k from her parents life insurance... It's been sitting in the checking account since then. What would be the best way to invest, with max safety of principle in...
27
|
14 years ago
|
27 | |
|
|
Estate Planning 2010
What follows is my understanding of estate taxation. Since this is not my "first line" of business, I would appreciate corrections. Based on the current rules, there is no federal estate tax for...
5
|
14 years ago
|
5 | |
|
|
Income Taxes 101
I think I do reasonably well with my own finances... until now... I just did turbo tax for 2009 taxes. In 2008 I received a $1800 refund In 2009 it shows me owning $2600+. That is a $4400 swing in...
13
|
14 years ago
|
13 | |
|
|
Fidelity slashes commissions, does away with tiering
An FYI... Fido has done away with their whole Bronze/Silver/Gold structure. All stock trades are $7.95. All options trades are $7.95 plus $0.75/contract. Also, the following iShares ETFs now trade...
9
|
14 years ago
|
9 |