Financial Planning - Page 1

  Date Subject Author Replies
04-10-2016 Reverse mortgages now almost a must? 1
03-25-2016 Any Web Sites That Review SEP ? 4
03-14-2016 Muni Bond ETFs looking good? 3
02-25-2016 Return of Capital Becoming Popular 0
12-29-2015 Question on the new Social Security claiming rules 4
12-01-2015 Vendors Who Create Pure Financial Plans 0
12-01-2015 Vendors Who Construct Pure Financial Plans 1
11-30-2015 Calculating Roth IRA Basis 4
11-09-2015 $ Gift To Grandson ? 1
11-06-2015 Significant changes to social security claiming rules? 5
10-25-2015 capital losses vs HC premium tax credit 4
09-30-2015 New SEC liquidity rules for funds, ETFs could have interesting effects 1
09-02-2015 Social Security grace year & non-service month 1
08-24-2015 minimum salary for my wife to max out simple ira contribution. 0
06-16-2015 Roth Conversion 5-year Rule 2
05-21-2015 Is there a penalty to exchange Bellsout stock now? 1
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

BeanSmart.com is a site by and for consumers of financial services and advice. We are not affiliated with any of the banks, financial services or software manufacturers discussed here. All logos and trade names are the property of their respective owners.

Tax and financial advice you come across on this site is freely given by your peers and professionals on their own time and out of the kindness of their hearts. We can guarantee neither accuracy of such advice nor its applicability for your situation. Simply put, you are fully responsible for the results of using information from this site in real life situations.