Financial Planning

Fidelity categorically refuses to use Q for Roth distributions

(More of a tax thing, admittedly, but since some of you may deal with your clients' tax stuff as well, I thought this m...

0 comments posted 14yrs

posted by rlc-news

0 comments posted 14yrs posted by rlc-news

mortgage lump-sum doesn't save money?

Typical case - eg. prepaying $12000 on a mortgage now will save $10000 in interest over the life of the mortgage. But w...

9 comments posted 14yrs

posted by dmill945

9 comments posted 14yrs posted by dmill945

Good long-term economical car ownership strategy?

Hi all, wondering what your thoughts are on what a good general strategy usually is in order to maintain the cost of tr...

6 comments posted 14yrs

posted by Jeff

6 comments posted 14yrs posted by Jeff

Can I buy a new IRA?

I'm retired and have no employment income ? only investment income. I have a Roth IRA, and no traditional IRA. Can I ad...

0 comments posted 14yrs

posted by gary_w1

0 comments posted 14yrs posted by gary_w1

Rising Dividends in 2011 and 2012

>From the NY Times yesterday:

4 comments posted 14yrs

posted by honda.lioness

4 comments posted 14yrs posted by honda.lioness

Top 10 non-leveraged ETFs over the last year

I saw an article on a financial planning site pointing to the fact that 8 of the top 10 performing ETFs in 2011 were US...

2 comments posted 14yrs

posted by mifp

2 comments posted 14yrs posted by mifp

teacher - 403b - just for last couple years

We were at a dinner tonight with some teacher friends and the subject of retiring came up - along with the 403b topic....

6 comments posted 14yrs

posted by pschuman_no5pam_m3

6 comments posted 14yrs posted by pschuman_no5pam_m3

Social Security - beneficiary

We were at a dinner tonight, and we happen to be discussing some folks looking at retiring, and the subject came up of...

6 comments posted 14yrs

posted by pschuman_no5pam_m3

6 comments posted 14yrs posted by pschuman_no5pam_m3

A Bill that didn't pass

In my Coverdell search, I found a bill that I guess didn't pass. http://tinyurl.com/joe120105 links to Bill Text 112th...

1 comments posted 14yrs

posted by JoeTaxpayer

1 comments posted 14yrs posted by JoeTaxpayer

Coverdell Education Savings Account status?

I've googled, but not with much success, to find the current status of the Coverdell Education Savings Account, the acc...

0 comments posted 14yrs

posted by JoeTaxpayer

0 comments posted 14yrs posted by JoeTaxpayer

WSJ/Malkiel: Where To Put Your Money in 2012

Link to article at WSJ: Link to my blog where I made the following comments on it: Another excellent op-ed piece by Bur...

0 comments posted 14yrs

posted by mifp

0 comments posted 14yrs posted by mifp

strong stocks not targeted by funds

It's frustrating that most etfs and mutual funds seem to be lockstep in correlation with broader markets, yet there is...

2 comments posted 14yrs

posted by dumbstruc

2 comments posted 14yrs posted by dumbstruc

WSJ: How to Build Your Financial Dream Team

>From the Dec 31, 2011 WSJ: http://online.wsj.com/article/SB10001424052970204296804577124662217267128.html How to Build...

2 comments posted 14yrs

posted by mifp

2 comments posted 14yrs posted by mifp

zacks or morningstar membership?

Thinking of purchasing membership in Zacks or Morningstar. Any opinions on which one? THANKS! Happy New Year

2 comments posted 14yrs

posted by none

2 comments posted 14yrs posted by none

Self-control strategies

Saw the following, relating the results found in a report by Barclay's Wealth. (Text below copied from a blog posting a...

1 comments posted 14yrs

posted by mifp

1 comments posted 14yrs posted by mifp