Financial Planning

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Socail Security wage report

Exuse me for this tax question. My wife received benefits from SS this year but did not receive a W-2 (or whatever they...
4 comments posted 19yrs
posted by FranksPlace2
4 comments posted 19yrs posted by FranksPlace2

Investing advice

This is my first time with investing and need some advice about the same. I am planning to start by putting about 3k in...
21 comments posted 19yrs
posted by Slain.k
21 comments posted 19yrs posted by Slain.k

Regular or taxexempt investing?

I would like to hear some ideas on the feasibility of tax exempt investing compared to regular investing. ie. paying 22...
2 comments posted 19yrs
posted by otf70
2 comments posted 19yrs posted by otf70

Deciding between jumbo or conventional mortgage

I am interested in buying a new home being built in my neighborhood. Assuming I can get it for $750K, I was trying to d...
4 comments posted 19yrs
posted by mikepier
4 comments posted 19yrs posted by mikepier

Investing versus paying off Mortgage

I have about 200,000 left on my mortgage principal. I just refinanced where in for the first 5 years I am just paying o...
11 comments posted 19yrs
posted by Slain.k
11 comments posted 19yrs posted by Slain.k

What's a 20yo to do?

I have a daughter on the "Dave Ramsey plan" and I have a question. Assuming she has no debts, is 20-21 years old, is wo...
5 comments posted 19yrs
posted by daniel_t
5 comments posted 19yrs posted by daniel_t

Business Model for Personal Financial Planning

I am considering a career switch from software engineering to personal financial planning. I would pursue an MS in Fina...
10 comments posted 19yrs
posted by davidelliottburke
10 comments posted 19yrs posted by davidelliottburke

question about savings, wanting suggestions.

at work i have direct deposit and it goes right to my savings but i would like to have it go into an account that gains...
16 comments posted 19yrs
posted by chadsmail
16 comments posted 19yrs posted by chadsmail

Eligible for regular IRA.

Situation, husband has full time job with pension plan. Wife works very little and earned about $2,000 for 2006. Both o...
1 comments posted 19yrs
posted by po.ning
1 comments posted 19yrs posted by po.ning

Portfolio Management

Hey Folks, Here is my situation. I am 30 married and have pretty decent combined annual income. For the last couple of...
41 comments posted 19yrs
posted by learnfpga
41 comments posted 19yrs posted by learnfpga

can non-working spouse have Roth IRA?

couple married 30 years, only one working. can the non-working spouse have own Roth IRA? indicate "joint savings" for "s...
1 comments posted 19yrs
posted by zoe
1 comments posted 19yrs posted by zoe

age 55 - leaving job - 401k

read this rule on smartmoney: Age 55: If you permanently leave your job for any reason, you can receive distributions f...
11 comments posted 19yrs
posted by zoe
11 comments posted 19yrs posted by zoe

Funding IRA

I need to fund my IRA but I don't have enough cash. Can I move some mutual funds into my IRA account?
5 comments posted 19yrs
posted by po.ning
5 comments posted 19yrs posted by po.ning

Old 401k, rollover? To what?

$20k+ in old 401k. Move to rollover IRA, VA annuity, do nothing? Current 401k not doing so great. Putting barely above...
14 comments posted 19yrs
posted by hmmm
14 comments posted 19yrs posted by hmmm