Financial Planning

2143 Threads Posts
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What to pay off first--student loan vs. car loan

Hello, I have a question. I recently started working after finishing grad school & wanted to pay off some money toward...
26 comments posted 19yrs
posted by denise.regan
26 comments posted 19yrs posted by denise.regan

401K Roll over question

I went to my bank to have them help me consolidate my old 401K and roll them over to an IRA. The guy told me that they...
15 comments posted 19yrs
posted by skinnyboywolfie
15 comments posted 19yrs posted by skinnyboywolfie

can I roll over 403b funds to open an IRA

I am not sure I understood the rules correctly, but I am wondering if I can roll over funds from a formerly active 403b...
2 comments posted 19yrs
posted by psychprof32
2 comments posted 19yrs posted by psychprof32

whether to buy a tax time IRA

I owe more on federal (and state taxes) than I thought. I am wondering if it makes sense to purchase an IRA for the 200...
6 comments posted 19yrs
posted by psychprof32
6 comments posted 19yrs posted by psychprof32

Save and Invest?

I've read a number of the posts from this group -- and I'll admit I found what I didn't expect to. From what I've read,...
15 comments posted 19yrs
posted by fachento
15 comments posted 19yrs posted by fachento

"Cash" position within an IRA account

suppose I felt a mother-of-all-times economic downturn coming into the markets and wanted to take all my existing inves...
4 comments posted 19yrs
posted by jim
4 comments posted 19yrs posted by jim

Reverse dollar cost averaging?

I've read about dollar cost averaging when buying stock in several sources and I think I understand it. Is there a reve...
5 comments posted 19yrs
posted by daniel_t
5 comments posted 19yrs posted by daniel_t

stupid question

i saw a bank offering: "4.75 percent for three-month term deposits" does this mean that if $10,000 is deposited, three m...
2 comments posted 19yrs
posted by finwicke
2 comments posted 19yrs posted by finwicke

about 401k Before-Tax savings (or After)

great replies in my other question - thank you our company provides a match for the amount they throw in to the 401k pl...
18 comments posted 19yrs
posted by Jim
18 comments posted 19yrs posted by Jim

IRA maturity date (redux)

Last December, I posed the following question: > Someone I know has an IRA with a CD maturing on Saturday, Dec 30 (sic)...
0 comments posted 19yrs
posted by BnetOnewsX
0 comments posted 19yrs posted by BnetOnewsX

first time appt with planner

since I've received such terrific information here, came to think of it, I should really ask here first :) have request...
9 comments posted 19yrs
posted by jim
9 comments posted 19yrs posted by jim

Turbotax redux

OK, so I've posted a few times about the virtues of the free online version of TurboTax here before. Well, no more. The...
1 comments posted 19yrs
posted by wwtrice
1 comments posted 19yrs posted by wwtrice

FROM THE MODERATORS: Fees versus commissions

One of our posting guidelines is that posters refrain from comments about each other in any way other than flattering....
0 comments posted 19yrs
posted by skip5700removethis
0 comments posted 19yrs posted by skip5700removethis

roth IRA withdrawal

Reading through various posts here, I am a bit confused about the Roth IRA withdrawal process. I thought, once you depo...
5 comments posted 19yrs
posted by Slain.k
5 comments posted 19yrs posted by Slain.k

buying,selling shares within retirement accounts

how does this work? if one opens a new roth ira account and invests it in some index fund, assuming initially 100% in t...
12 comments posted 19yrs
posted by jim
12 comments posted 19yrs posted by jim