Financial Planning

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Taxes are done - what's the next issue?

Just tossing ideas around for discussion. Now that taxes are done (for most), and the deadline for 2011 IRA contributio...
1 comments posted 14yrs
posted by mifp
1 comments posted 14yrs posted by mifp

Reinvesting distributions becomes even dumber

I have always considered it bad to reinvest distributions in mutual funds, and new tax rules will make it a worse night...
4 comments posted 14yrs
posted by dumbstruc
4 comments posted 14yrs posted by dumbstruc

Best tool to see my entire financial picture?

I am still here running Microsoft Money sunset. It no longer automatically imports data from financial institutions. An...
3 comments posted 14yrs
posted by danielle.e
3 comments posted 14yrs posted by danielle.e

Ally Bank CD - 1yr vs 5yr (w/penalty)

rates As the first CD is coming due in June, was wondering about a comment that I read. Instead of going with the 1yr @...
2 comments posted 14yrs
posted by pschuman_no5pam_m3
2 comments posted 14yrs posted by pschuman_no5pam_m3

Dependent-care FSA vs tax credit

[copied from ] Morningstar article on dependent-care FSA vs tax credit A must-read for anyone with kids in daycare, wit...
2 comments posted 14yrs
posted by mifp
2 comments posted 14yrs posted by mifp

Smoothing year to year income taxes

On years with lumps of income I used to smooth it out federally by paying state income tax prepayment due Jan 15 earlie...
2 comments posted 14yrs
posted by dumbstruc
2 comments posted 14yrs posted by dumbstruc

Bond Sell-Off and TIPS

Should investors in TIPs reduce their holdings, as a bond sell off is predicted? Or, would it be worth holding them for...
0 comments posted 14yrs
posted by miguetdebois
0 comments posted 14yrs posted by miguetdebois

High deductible home insurance options?

I have two condominiums I rent out. My understanding was my condo fees covered insurance of everything outside my walls...
1 comments posted 14yrs
posted by faraz
1 comments posted 14yrs posted by faraz

A tool for comparing mutual funds and etfs

An experimental tool I created is available: http://stockato.com/ The user needs to specify the symbol of one mutual fu...
4 comments posted 14yrs
posted by kartoun
4 comments posted 14yrs posted by kartoun

bond issues

News is obam wants to tax corp debt higher to pay for a lower corp income tax. If so what does this do owners of existi...
1 comments posted 14yrs
posted by dumbstruc
1 comments posted 14yrs posted by dumbstruc

Qualified Charitable Deductions, Part 3

QCDs are a direct donation to an established charity from an IRA without impacting Adjusted Gross Income. It does count...
3 comments posted 14yrs
posted by FranksPlace2
3 comments posted 14yrs posted by FranksPlace2

Why buy and hold doesn't work anymore

I'm sure most of you saw this, but just in case... http://money.cnn.com/2012/03/02/pf/efficient_market.moneymag/index.h...
5 comments posted 14yrs
posted by woessner
5 comments posted 14yrs posted by woessner

Zvi Bodie pushes TIPs again...

Major piece in today's Wall Street Journal, "Why Stocks are Riskier Than You Think" by Zvi Bodie and Rachelle Taqqu...
2 comments posted 14yrs
posted by mifp
2 comments posted 14yrs posted by mifp

Return on Investment

Is there a standardized (SEC) way to calculate the annual Total Return on a portfolio under the following circumstances...
0 comments posted 14yrs
posted by avrum223
0 comments posted 14yrs posted by avrum223