Financial Planning

Eligiblity of Roth IRA, regular IRA and spousal IRA

Hi, I am wondering whether my wife and I are eligible for regular and Roth IRA. I enroll my employer's 401K plan, I put...

2 comments posted 19yrs

posted by linq936

2 comments posted 19yrs posted by linq936

Returned posts

For unknown reasons, part of our moderation software (the automatic part not controlled by a moderator) is being cranky...

0 comments posted 19yrs

posted by skip5700removethis

0 comments posted 19yrs posted by skip5700removethis

Inherited IRA distribution help.

If a non-spouse beneficiary inherits a traditional IRA prior to the original owner reaching age 59 1/2 and the benefici...

3 comments posted 19yrs

posted by kastnna

3 comments posted 19yrs posted by kastnna

Large Value Fund Recommendations

Hi there, Does anyone have a recommendation for a good large value domestic stock fund? I'm looking for something good...

4 comments posted 19yrs

posted by KRamanujam

4 comments posted 19yrs posted by KRamanujam

Variable Annutieis: The truth?

Hey everybody, I know a lot of TV pundits (including Suze Orman) and some online financial commentators rail against va...

5 comments posted 19yrs

posted by KRamanujam

5 comments posted 19yrs posted by KRamanujam

MIFP FAQs - first cut

As Skip has posted several times, I've been working on an updated FAQ for this newsgroup. I used the Google archive and...

0 comments posted 19yrs

posted by borekfm

0 comments posted 19yrs posted by borekfm

Looking for Feedback from working Financial Planners

Hello, I am doing some research, and I am looking for the top 5 challenges that face Fianancial Planners in their indust...

1 comments posted 19yrs

posted by jessica.rucco

1 comments posted 19yrs posted by jessica.rucco

Effect of Buffer on Withdrawal Rates

I am familar with that article in the Journal of Financial Planning that recommends 5% or lower withdrawal rates during...

17 comments posted 19yrs

posted by FranksPlace2

17 comments posted 19yrs posted by FranksPlace2

IRA 70.5 MRD withdrawals

Having read an article in today's paper about the timing of IRA withdrawals, I am looking for a on-line calculator or d...

4 comments posted 19yrs

posted by reedh

4 comments posted 19yrs posted by reedh

Weiner's "Independent Advisor" for Vanguard Funds

How do people feel about Weiner's Vanguard fund recommendations? He is really negative on indexing.

1 comments posted 19yrs

posted by rml

1 comments posted 19yrs posted by rml

Looking for People Who Actually Use Health Savings Accounts

I'm shopping for a Health Savings Account. When making a decision like this, I place a high value on personal recommend...

10 comments posted 19yrs

posted by golemdanube

10 comments posted 19yrs posted by golemdanube

Questions About Experian Initial Fraud Alert

Because I recently found fraudulant charges on one of my credit cards, I contacted Experian to file an Initial Fraud Al...

1 comments posted 19yrs

posted by BRH

1 comments posted 19yrs posted by BRH

How to Calculate 3 year ARM Payment After Adjustment

I'm in 3.75% 3-year ARM. It's due to adjust up in May a max of 2%. Whatever the adjustment is, the payment won't be a p...

0 comments posted 19yrs

posted by kevharper

0 comments posted 19yrs posted by kevharper

Life insurance in 401(k)-PSP

A friend/client and I were recently discussing his 401(k)-PSP, and like many clients I meet, he could hardly explain to...

4 comments posted 19yrs

posted by kastnna

4 comments posted 19yrs posted by kastnna

Stock Trading Evolution

Below is some interesting commentary that, among other things, tends to reinforce the notion that as soon as a new inve...

10 comments posted 19yrs

posted by honda.lioness

10 comments posted 19yrs posted by honda.lioness