Financial Planning - Page 3

  Date Subject Author Replies
01-04-2014 Share identification under bipartisan attack? 5
01-01-2014 eftps payment from e*trade 0
12-29-2013 A convoluted Phase Out question 4
12-10-2013 tax-adjusted wealth 5
12-02-2013 IRA MRD question 7
12-01-2013 When are you comfortable throwing out account statements? 4
11-29-2013 Only 45% roll over - what do the other 55% do? 1
11-15-2013 Do secondary LTD policies exist? 0
11-15-2013 Qualified Charitable Deductions 2
11-02-2013 I-Bonds Real Interest Rate Goes Back Above ZER O 2
11-01-2013 what can I own in a roth IRA 1
10-17-2013 Laddering with defined-maturity bond funds? 1
06-28-2013 Google Financial Question ? 1
06-19-2013 DIY Real Estate tax appeal - good idea? 2
05-22-2013 States starting to escheat unannuitized VAs? 9
05-18-2013 Stock Screeners sabotoged 0
05-13-2013 pension plan weasel language? 1
05-13-2013 Cash in life insurance policy? 2
04-30-2013 Porfolio composition discussion 4
04-29-2013 Non invest financial plan 1
04-24-2013 Avoiding stocks that refinance 12
04-19-2013 Lessons from American Greed tv series? 1
04-15-2013 Forbes - 7 questions to test your financial literacy 7
04-14-2013 REITs, the false nirvana for yield? 3
04-05-2013 local or big companies for retirement and TOD 0
04-05-2013 bond funds and asset allocation 5
04-04-2013 new credit card surcharge 4
03-31-2013 Not so Portable Document Format (pdf archive pitfalls) 1
03-20-2013 Roth & bank cert. of deposit (CD) vs IRS 1099 1
03-04-2013 WSJ: Say Goodbye to the 4% Rule 1
02-19-2013 CD Strategy - The Power of Two 0
02-08-2013 Updated MIFP Graphics 1
02-05-2013 Backdoor Roth Early Distribution 0
01-29-2013 Buy, Hold, and Rebalance 1
01-24-2013 cc refunds? 2
01-10-2013 Tax Free Transfers to Charity 2
01-02-2013 Ultra-Short summary of American Taxpayer Relief Act 5
01-02-2013 What year for SEP IRA contributions apply? 1
12-31-2012 timing and credit score? - renew home equity line 3
12-24-2012 Surviving the Fiscal Cliff 2

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