Financial Planning - Page 2

  Date Subject Author Replies
05-09-2015 Lower Cost Corporate Trustee? 0
05-06-2015 Least Expensive Corporate Trustee 2
04-30-2015 Social Security basics -- and WEP and GPO 1
04-20-2015 Rental House: Keep or Sell? 8
02-02-2015 RE: IRA Tax 5
02-02-2015 RE: IRA Value 1
12-01-2014 Only silver plan rebates OOP, unaffordable care act 1
11-03-2014 Trust Book Suggestion Explaining Options For A Trust For Grandson ? 2
10-31-2014 The Rise of the Robo-Advisors 0
10-31-2014 Asset Placement into Various Account Types 3
09-01-2014 FDIC and NCUA insurance limits for trust accounts 2
08-29-2014 How quickly should capital gains be realized in a taxable account? 9
07-30-2014 More than you wanted to know about non-transparent ETFs 0
06-26-2014 Retirement spending and happiness 0
06-18-2014 UTG, Closed End Funds, and Leverage 4
06-14-2014 margin account and association with Form 1099-DIV 2
06-12-2014 Want to lease mineral rights to an oil company 1
06-04-2014 Irrevocable Trust for "Small" Estate? 7
05-31-2014 can you roll over the non-invested portion into a new 401k 0
05-30-2014 buying family home with no down payment. 0
05-21-2014 Why is there a point to munis? 4
05-20-2014 Media coverage of mutual fund holdings as a driver of flows 0
05-14-2014 Quciken versions 1
05-10-2014 Antifragile 1
05-05-2014 Proven: best to increase stock allocation into retirement 5
04-12-2014 The Seven-Figure Portfolio Fee 2
03-09-2014 Incredible Shrinking Management Fee 2
03-08-2014 How much property tax can be paid in advance? 0
03-06-2014 my rate factor is .03235 for 36 month lease what is my interest rate ? 2
03-01-2014 Five Return Limit for Efiling 3
02-27-2014 fixed income historical data 3
02-24-2014 Valuing 401k as a Benefit 8
02-23-2014 FINRA on 401(k) rollovers to IRAs 0
02-14-2014 Question 0
01-28-2014 Performance of top-rated Morningstar mutual funds 0
01-25-2014 Medicaid Renewal 3
01-18-2014 IRA 59-1/2 (year or date?) 2
01-13-2014 transfers and taxes 4
01-04-2014 401K Withdrawal (checkwriting) fees 2
01-04-2014 The Historical P/E Ratio of 15 1

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