Financial Planning

2143 Threads Posts
to

Selling your principal residence

In reviewing Publication 523, I noted that "selling expenses" are deducted from selling price before determining the am...
2 comments posted 19yrs
posted by skip5700removethis
2 comments posted 19yrs posted by skip5700removethis

Disability and 401(k)

Greetings, I have a situation where I have a PCRA account for my 401(k) provided by my employer. My 401(k) is 100% vest...
12 comments posted 19yrs
posted by MrNiceGuy
12 comments posted 19yrs posted by MrNiceGuy

enhanced index funds

Does anyone have thoughts on enhanced index funds? http://preview.tinyurl.com/yrn2b2 My knee-jerk reaction is to dismis...
10 comments posted 19yrs
posted by ghanwani
10 comments posted 19yrs posted by ghanwani

Tax Exempt Money Market vs. Bond Fund

My wife is about to finish her residency so our income is going to go up substantially. This will undoubtedly put us in...
6 comments posted 19yrs
posted by woessner
6 comments posted 19yrs posted by woessner

short sale advise.

I'm currently renting a house and my landlord just asked if I am interested in purchasing it on a short sale. I have no...
4 comments posted 19yrs
posted by daniel_t
4 comments posted 19yrs posted by daniel_t

Kiddie tax changed to age 24

Heard about this on the Clark Howard show. A Google search turned up links to articles that still talk about the change...
2 comments posted 19yrs
posted by NotARealAddress
2 comments posted 19yrs posted by NotARealAddress

ETF Portfolio for the long term (ROTH)

Hello all, Does a diversified ETF portfolio for an IRA or any long term savings require that you invest in both Mid-cap...
1 comments posted 19yrs
posted by trumpet1120
1 comments posted 19yrs posted by trumpet1120

inefficiency of the CD market

The Wall Street Journal reports today on page C4 that "Big 6-Month CDs Yield 4.12%". This is the average rate on jumbo...
9 comments posted 19yrs
posted by beliavsky
9 comments posted 19yrs posted by beliavsky

OT Buying A Townhouse

Hi Group My girlfriend and I are getting married 10/08.We both have condos to sell.Our original plan was to spend this...
18 comments posted 19yrs
posted by big_ragu50
18 comments posted 19yrs posted by big_ragu50

company or self-directed 401k

hello, have a question on what to consider if allowing company to manage 401k funds or pick a self-administered brokera...
8 comments posted 19yrs
posted by amy
8 comments posted 19yrs posted by amy

Looking for some PostGoals advice

Hi, everyone. I have finally finished my list of financial goals i had set 5 years ago after having my first kid and re...
4 comments posted 19yrs
posted by Tgotalk
4 comments posted 19yrs posted by Tgotalk

need portfolio advice

Hello Everyone, This is my current investment portfolio all in vangaurd index funds. 85.2% in stocks (77% US, 23% Inter...
5 comments posted 19yrs
posted by learnfpga
5 comments posted 19yrs posted by learnfpga

Came into a little money, need advice

I am currently 27 years old and recently been gifted 35k and need advice on what to do with it. Currently I make 62k an...
8 comments posted 19yrs
posted by dupurdue
8 comments posted 19yrs posted by dupurdue

Rollover into 403(b) vs IRA

I am 39 and I have $42,000 in the 401(k) with my previous employer. I am married with a six-month old baby. I am starti...
3 comments posted 19yrs
posted by columbus46
3 comments posted 19yrs posted by columbus46