Financial Planning

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Investing with Private Banks

I have been exploring the idea of investing in Private Banks. The returns seem excellent, but I wonder about the fact t...
2 comments posted 19yrs
posted by castleo
2 comments posted 19yrs posted by castleo

Another gifting question

Take the situation of a father and a mother, each of whom have been giving their adult son the max allowable gift per y...
4 comments posted 19yrs
posted by elliott.paule
4 comments posted 19yrs posted by elliott.paule

IRA maturity date

Someone I know has an IRA with a CD maturing on Saturday, Dec 30 (sic). The bank says unless we withdraw the money befo...
1 comments posted 19yrs
posted by BnetOnewsX
1 comments posted 19yrs posted by BnetOnewsX

SEP-IRA planning Help

I have a new client and I am transferring her SEP-IRA account over to our broker-dealer from her previous one. I am not...
0 comments posted 19yrs
posted by kastnna
0 comments posted 19yrs posted by kastnna

Does anyone follow the "Million Dollar Client" model?

Hi There, I am looking into becoming a Financial Planner. I have been doing alot of research, and I have been hearing a...
22 comments posted 19yrs
posted by jessica.rucco
22 comments posted 19yrs posted by jessica.rucco

Selling losing stocks to avoid short term tax

Morning folks.. I had a question on reducing tax during short term stock trading. One of the ways to reduce the tax on...
4 comments posted 19yrs
posted by really_noviceinvestor
4 comments posted 19yrs posted by really_noviceinvestor

When are transfers not gifts

A client who provides her adult son with cash payments well in excess of the annual exclusion insists my advice to her...
13 comments posted 19yrs
posted by ChrisFasano
13 comments posted 19yrs posted by ChrisFasano

Don't understand targeted asset allocation funds

What I don't understand about targeted asset allocation funds is how (or whether) they take into account an individual'...
2 comments posted 19yrs
posted by ChrisFasano
2 comments posted 19yrs posted by ChrisFasano

Low interest credit card

Low interest credit cards A lot of people just look at low interest credit cards when they are looking to get a credit...
1 comments posted 19yrs
posted by spbsvtlfewfg
1 comments posted 19yrs posted by spbsvtlfewfg

canceling an IRA

I just turned 18, and I opened a Roth IRA with my bank. They a 5.75% fee on everything that I invest. Then there's the...
10 comments posted 19yrs
posted by skymansjo
10 comments posted 19yrs posted by skymansjo

IRA Madness

I'm starting to do some basic tax planning for 2007 and I've come across a snag. The basic question I'm trying to answe...
20 comments posted 19yrs
posted by woessner
20 comments posted 19yrs posted by woessner

can I use the same 529 for both children?

or do I need to create a seperate one for both? Also, If I move from one state to another do I need to change my 529 to...
1 comments posted 19yrs
posted by joe5345
1 comments posted 19yrs posted by joe5345