Latest threads in Financial Planningshow only best voted threads
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What caused the recession?
Interesting to see how Greenspan answers this. What does Greenspan think about the fact that many people blame him for the Great Recession? No surprise: He believes they're wrong.
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14 years ago
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An argument for doing a Roth conversion, even in a high bracket
Kaye Thomas makes his case: have no connection w/Fairmark other than following it at least ten years, now.) -- Rich Carreiro http://www.fairmark.com/rothira/10012001-roth-conversion-benefit.htm
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14 years ago
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Pension vs Savings
I recently retired at age 63 and 9 months. I'm a fairly moderate income person - in the past, my nominal federal income tax rate has run about 10%, but should be a bit lower in the future. The state...
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14 years ago
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How get list of groups user belongs to?
I am new to WMI and WQL. My immediate need is to get a list of the groups the current user belongs to. Can someone tell me which object to query? Also, can someone point me to a reference that lists...
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14 years ago
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The impact of baby boomers
I haven't seen this posted or discussed hardly anywhere and I'd be very interested in the groups take on my perception. Part of what has been driving our expanding economy over the last 60 years has...
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14 years ago
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Are immediate annuities available for those over 90?
It would be perfect for those seeking to finance assisted living. I can't find anyone selling such a policy. -- Ron
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14 years ago
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Medicare Drug Plan
My understanding is that Medicare requires that the only drug plan allowed for Medicare participants is the Plan D benefits. Yet some employers still allow retirees over 65 to continue participating...
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14 years ago
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Can? someone give opinion on FHIGX
Have some cash I have to do something with, this is a Fidelity no load Municipal fund? Modest return. Good-Bad. If you have the time? You also have a really great forum here, love reading all the...
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14 years ago
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Mortgage backed securities.
I am interested in investing in mortgage backed securities. But I am a small fish and don't want to buy individual ones. Are there mutual funds or ETF's invested in these? TIA.
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14 years ago
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NY Times: Why Not Walk Away from Your Mortgage?
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14 years ago
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Traditional vs charitable annuities
As I understand it, traditional annuities with INS companies, pay me and my spouse an amount per month until my (our) deaths and then they keep whatever is left over. With a charitable annuity at...
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14 years ago
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SEP vs 401 K safe harbor costs for small company
I am president of a small manufacturing company with less then 30 full time employees. We have about 10 employees that participate in our SEP. My 2 partners(nolonger active in business but still...
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14 years ago
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what happens to non-invested 401k funds when you leave an employer?
Say you have $100k assets in a 401k with only 50% vested. What happens to the remaining 50% when you switch employers?
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14 years ago
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401k fidelity bonds
I was looking up misc. 401k plans on and had a few questions about interpreting the data. plan has $32 billion in assets and a fidelity bond of $110 million. plan has almost a million in assets and a...
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14 years ago
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Is This a Good Way to Fund My 401(K)?
I am a single, employed person who recently turned 50, making me eligible for catch-up contributions to my 401(K), but my annual income has recently declined, from about $110K to about $90K. I very...
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14 years ago
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