Financial Planning

2143 Threads Posts
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need advice on increasing income

My current income is 2K per month after all deductions and I have a (B.S+M.S) degree in Computer Science. I hear from t...
2 comments posted 19yrs
posted by s
2 comments posted 19yrs posted by s

RMD strategy

We are thinking ahead to when we must begin the required minimum IRA distributions. At present, our expenses are covere...
8 comments posted 19yrs
posted by dlc
8 comments posted 19yrs posted by dlc

A term life question

kastnna - the email address you sent me bounced as a bad address. On my site, I remarked that the cost of $500K term li...
0 comments posted 19yrs
posted by joetaxpayer
0 comments posted 19yrs posted by joetaxpayer

Moving IRA from stock to bond funds?

I am retired and needing to (theoretically) balance my investments more to bond funds. Right now I am 70-20-10 Stocks,B...
7 comments posted 19yrs
posted by otf70
7 comments posted 19yrs posted by otf70

SSgA MSCI EAFE Index Strategy Fund in 401k

can someone help me to figure out the ticker for SSgA MSCI EAFE Index Strategy Fund where about 5% of my 401k is invest...
4 comments posted 19yrs
posted by han
4 comments posted 19yrs posted by han

Declining US Dollar , best exchange rate ???

to me it looks like the USD is going away for good I'm thinking about exchange all my savings in to Euro, I'm planing on...
3 comments posted 19yrs
posted by eurolinux
3 comments posted 19yrs posted by eurolinux

wills and trusts

hopefully within scope of the NG. we created 20+ years ago, with the assistance of an attorney, a simple will as at the...
4 comments posted 19yrs
posted by j
4 comments posted 19yrs posted by j

Equity returns since 12/31/1999

>From the Crossing Wall Street site: as of yesterday 4/17/2007 the S&P 500 has at last reached its 12/31/1999 close: up...
1 comments posted 19yrs
posted by dsmoore
1 comments posted 19yrs posted by dsmoore

Want to buy land, but questions on IRA

Hey guys, 25 years old here. I have a few questions: I am looking to purchase some land for recreational purposes (and...
17 comments posted 19yrs
posted by skunker
17 comments posted 19yrs posted by skunker

Taxes in Retirement...1%?

I've been reviewing a bunch of tax returns from 2006 and questioning some assumptions about retiree taxes. We talk all...
3 comments posted 19yrs
posted by borekfm
3 comments posted 19yrs posted by borekfm

purchase Class A shares

What is the difference for a fund (t rowe price, fidelity, dreyfus, vanguard) which lists Class A (plus some other alph...
10 comments posted 19yrs
posted by anne
10 comments posted 19yrs posted by anne

Why is fund closed to new investors?

I was looking at opening an IRA with Fidelity and one stock that caught my eye was FDIVX. However, according to the inf...
2 comments posted 19yrs
posted by shrewdsimian
2 comments posted 19yrs posted by shrewdsimian

What happens to Roth IRAs after $99K income level?

Single taxpayers with a modified adjusted gross income above $99,000 can't continue to contribute from what I have read...
4 comments posted 19yrs
posted by shrewdsimian
4 comments posted 19yrs posted by shrewdsimian

before i leave etrade....

any advice for a guy thinking of pulling all his money (around 80k) from etrade and going to vanguard? here is my think...
4 comments posted 19yrs
posted by cporro
4 comments posted 19yrs posted by cporro

XIRR Function

My computer is too old to download the XIRR function in Exel to calculate quarterly returns from contributions made at...
13 comments posted 19yrs
posted by big_ragu50
13 comments posted 19yrs posted by big_ragu50