Latest threads in Financial Planningshow only best voted threads

Subject Author Posted Replies
 
How to deal with this property?
Situation: I currently own a home, which I bought for around 200K a few years ago. I guess it is worth about the same value now. I?ve already paid about 100K so far. However, I am unemployed now. I...
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losses - trade vs settlement
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Capital Gain / Depreciation Recapture Question
Hi, Suppose I have a Capital Gain Tax loss of $11,000 and I have a Depreciation Recapture Tax of $36,000 for the year I sell an Investment Property. Is the combined tax liability for this year $36,000...
 
Quantitative "Analysts" & the Bubble
manipulating the mortgage backed securities market:
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Medicare Part B while working and really high employer plan deductible? who pays?
My mom turned 64 last year and was eligible for Medicare. She continues to work for a really small employer. In prior years she paid around $350/mo for insurance just for herself every month through...
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Asset allocation across accounts
I have taxable investements and non taxable investements (roth, traditional IRA, 401K etc.). My question is should they be part of one big portfolio or two separate portfolios. In case of taxable...
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Roth IRA conversion
My wife and I exceed the income limits to contribute to a Roth IRA or to get a tax deduction for a traditional IRA, but in the 2010 there are no income limits for converting a traditional IRA to a...
 
Medicare Plan D doughnut hole
Does the pending healthcare legislation in the Senate include a provision that closes the Medicare drug plan's "doughnut hole"?
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How can I convert IRA to Roth over 4 tax years, doing the actual conversions ASAP?
As part of planning for future taxes, I'd like to convert my IRA to a Roth, with the resulting taxes spread over 4 tax returns, 2009-2012. I can convert 25% this year. The problem is whether there is...
 
How to prevent CD's from auto-renewing?
It is such a nuisance to keep track of CD maturity dates and send banks a letter a week before to say I do not want them to auto-renew. I open most CD's online. Is is acceptable if I send a letter...
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Medicare Advantage vs. Original Medicare + Medigap?
I'm trying to help my mom figure out a few things (so there will likely be more posts in this thread as time progresses :). One bit of simplificiation to get out of the way up front -- neither the...
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Online banking
Does anyone have experience (good or bad) with ING Direct, the online banking company? They offer the highest rates on saving accounts and CDs, and seem to be relatively easy to use online.
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Circuit Shares
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Build America Bonds in corporate bond funds
Build America Bonds (BAB) are a relatively new type of municpal bond that pay interest that is fully taxable to the investor but which is subsidized on the issuer side by the federal government. An...
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After the Crash: Portfolio Income Planning
My portfolio is of course paying much less than two years ago as far as stock dividends and Certificate of Deposit interest are concerned. Naturally I have cut expenses as much as I can without...
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