Financial Planning

Banks Re-Defining "Deadbeat"

I think this a nice caution to the little guys and gals of our country, perhaps on the cusp of going into debt: "[I]n t...

31 comments posted 19yrs

posted by honda.lioness

31 comments posted 19yrs posted by honda.lioness

401k rollover into 401k or IRA question

I left my current employer with ~$200,000 in my 401k plan. I am 49 years old. My new employer has a 401k plan which I p...

2 comments posted 19yrs

posted by g.mcenroe

2 comments posted 19yrs posted by g.mcenroe

The power of compounding.

I am cleaning up some of my accounts and doing a rollover from my TIAA accounts to an IRA. I have a couple of TIAA acco...

30 comments posted 19yrs

posted by po.ning

30 comments posted 19yrs posted by po.ning

Estate Tax A/B Trust Question

If someone creates an A/B Revokable Living Trust, and a spouse eventually dies, is there any way that the first half of...

0 comments posted 19yrs

posted by david4731

0 comments posted 19yrs posted by david4731

rollover of 401k after-tax contribs: trade-off?

I am about to get traded to a new employer. This will allow me to rollover the 401(k) from my current employer. This ac...

8 comments posted 19yrs

posted by littlegreengecko

8 comments posted 19yrs posted by littlegreengecko

529 question

Can a parent give their parent (the child's grandparent) money to put in a 529 plan? This seems like it would enable th...

5 comments posted 19yrs

posted by amallin

5 comments posted 19yrs posted by amallin

S&P Survives 7.22% Draw Down

OK, so all the recent talk about draw down rates made me run this, myself. Here's what I did: 1) I started with Vanguar...

10 comments posted 19yrs

posted by woessner

10 comments posted 19yrs posted by woessner

Roth 401K versus variable annuity

I was noticing the similiarities of a Roth 401K to a VA. Are these items accurate: Both are funded with post-tax dollar...

1 comments posted 19yrs

posted by rick303

1 comments posted 19yrs posted by rick303

529 college savings multiple contributors

seems when i set this up that other people could easily contribute to it. ie log in and ad funds. but they wouldn't hav...

2 comments posted 19yrs

posted by cporro

2 comments posted 19yrs posted by cporro

MMMF vs. CDs

Hope this is the right newsgroup to ask about this in. Like many people, I maintain something like 2-3 months' salary i...

6 comments posted 19yrs

posted by lshaw-usenet

6 comments posted 19yrs posted by lshaw-usenet

Annual rate of return on 403B

I currently contribute to a 403B plan provided by my company. A total of 14% of my monthly pay is contributed each mont...

8 comments posted 19yrs

posted by prionnvcjd

8 comments posted 19yrs posted by prionnvcjd

Retirement plan withdrawals

Someone recently mentioned a rule of thumb whereby if retirement plan assets were a certain number, the investor could...

17 comments posted 19yrs

posted by skip5700removethis

17 comments posted 19yrs posted by skip5700removethis

dollar cost averaging into index fund

here is my problem. i have around 20k that most likely will get put in some index fund. i could try to figure out (aka...

8 comments posted 19yrs

posted by cporro

8 comments posted 19yrs posted by cporro

Rollover Government TSP To 401k

I currently have some money, only about $2k, in a government Thrift Savings Plan (TSP) from a federal job I worked a fe...

13 comments posted 19yrs

posted by joshbilsky

13 comments posted 19yrs posted by joshbilsky

re: asset allocation/ bonds

>My targeted retirment age is 60 not 65 so i should be more aggressive now >because I plan on living until 90. It's sim...

0 comments posted 19yrs

posted by noreplysoccer

0 comments posted 19yrs posted by noreplysoccer