Financial Planning

Estate Planning Question

A revocable trust, which includes the A&B trusts (one for the credit exemption and the other for the marital deduction)...

1 comments posted 14yrs

posted by michael.h6500

1 comments posted 14yrs posted by michael.h6500

Estate Question

Not sure this is the right place, but you all seem to know a lot of answers. My wife prepaid the "assisted" care home f...

11 comments posted 14yrs

posted by chip.a.wood

11 comments posted 14yrs posted by chip.a.wood

Why is US govt obligation %age so different between BND and AGG?

AGG tracks the "Barclays Capital U.S. Aggregate Bond Index" BND tracks the "Barclays Capital U.S. Aggregate Float-Adjus...

2 comments posted 14yrs

posted by rlc-news

2 comments posted 14yrs posted by rlc-news

Redeem CD early for no penalty?

I received a letter in the mail from my TD Amertrade saying: "Lehman Brothers announced an optional Put period for all...

13 comments posted 14yrs

posted by homersimpson085

13 comments posted 14yrs posted by homersimpson085

cost basis - how far back till "missing"

I have a few older stocks on my (and my son's) Schwab accounts that are missing their cost basis, and I have to manuall...

1 comments posted 14yrs

posted by pschuman_no5pam_m3

1 comments posted 14yrs posted by pschuman_no5pam_m3

Average cost basis for mutual fund sales

I recently sold my mutual fund and it showed a profit from 2003-2011, they have an average cost single category for dea...

2 comments posted 14yrs

posted by stonej

2 comments posted 14yrs posted by stonej

FWD: annuities & low interest rates

rescued from the filters, looking into why: From: "ps56k" FYI - http://finance.yahoo.com/news/interest-rates-low-annuit...

1 comments posted 14yrs

posted by mifp

1 comments posted 14yrs posted by mifp

Pls explain bond terminology

Someone asked for help with a financial problem. Generally, I know how to solve the problem. But some of the terminolog...

1 comments posted 14yrs

posted by joeu2004

1 comments posted 14yrs posted by joeu2004

FWD: CD for 401k Investment

Salvaged from the filters, not sure why it was caught: Subject: CD for 401k Investment? From: Tony Sivori Is there any...

5 comments posted 14yrs

posted by mifp

5 comments posted 14yrs posted by mifp

social security statement

Every year, I get a statement titled "Your Social Security Statement" which details all of my earnings since I started...

6 comments posted 14yrs

posted by ghanwani

6 comments posted 14yrs posted by ghanwani

Getting inherited IRAs into "normal" tax-deferred accounts

My wife has an inherited Roth IRA and an inherited traditional IRA. She obviously has to take RMDs from both. This is a...

1 comments posted 14yrs

posted by rlc-news

1 comments posted 14yrs posted by rlc-news

"Leftover" IRA Basis

This is something I probably should have noticed last year, but didn't. Since ~2007, I have made non-deductible IRA con...

2 comments posted 14yrs

posted by woessner

2 comments posted 14yrs posted by woessner

ideas how to reduce mortgage payment w/o refinancing?

Looking for any ideas on how to reduce monthly payments on a mortgage that's mostly paid up ($90k principal left), to p...

6 comments posted 14yrs

posted by dmill945

6 comments posted 14yrs posted by dmill945

Don't follow the 4% rule

A Morningstar article "Unpacking the 4% Rule for Retirement-Portfolio Withdrawals" by Christine Benz http://news.mornin...

12 comments posted 14yrs

posted by beliavsky

12 comments posted 14yrs posted by beliavsky

whole life - current valuues

Was just reviewing our NW Mutual life insurance, that has a larger term life + smaller whole life I was curious about t...

2 comments posted 14yrs

posted by pschuman_no5pam_m3

2 comments posted 14yrs posted by pschuman_no5pam_m3