Financial Planning

  1. Home
  2. Financial Planning
2143 Threads Posts
to

401K rollover

The company I work for was sold on 10/01/06. The previous employer did not give me an option of what to do with my 401K...
1 comments posted 19yrs
posted by neil.hartley
1 comments posted 19yrs posted by neil.hartley

How best to save additional funds

Long time reader, first time poster. I have always appreciated the thoughtful and highly useful information provided by...
16 comments posted 19yrs
posted by hansnelson
16 comments posted 19yrs posted by hansnelson

Minor child as beneficiary

What happens when a minor child is named as a beneficiary for financial instruments such as IRA's or annuities. My unde...
0 comments posted 19yrs
posted by bwilliams674
0 comments posted 19yrs posted by bwilliams674

Tradtional IRA/SEP to Roth

I'm sure this question has been asked before but I'm hoping to get an answer from the group. I am 58 with all my IRA/SE...
0 comments posted 19yrs
posted by stephen.moore
0 comments posted 19yrs posted by stephen.moore

Family unlimited partnership.

Just went to financial planning seminar and heard someone tout this vehicle, more secure than a revocable trust. Do fami...
5 comments posted 19yrs
posted by po.ning
5 comments posted 19yrs posted by po.ning

Individual 401K LLC

My wife has a sole proprietorship LLC in Georgia with no employees. I believe she can set up an individual (one-person)...
3 comments posted 19yrs
posted by drsjunk
3 comments posted 19yrs posted by drsjunk

Kiyosaki and "good" debt

Heard yesterday that Kiyosaki distinguishes between good and bad debt. I doubt that I will agree that there is any such...
3 comments posted 19yrs
posted by skip5700removethis
3 comments posted 19yrs posted by skip5700removethis

Election effect on the stock market

One possible effect of the election next Tuesday is that enough Democrats will be elected to take over one or both cham...
18 comments posted 19yrs
posted by franklinjefferson
18 comments posted 19yrs posted by franklinjefferson

Notice: My 2nd crypto book finished :-)

I've just finished the review phase of my 2nd book [see my website for details, I won't link it here for obvious reason...
0 comments posted 19yrs
posted by tomstdenis
0 comments posted 19yrs posted by tomstdenis

401k, really worth it?

I'm 24 and I've been working for 2 years. Despite the fact that my coworkers insist that I'm losing money by not taking...
41 comments posted 19yrs
posted by leskaPaul
41 comments posted 19yrs posted by leskaPaul

From the Moderators: Posting internet links

Thanks to all for your input. Henceforth our policy will be to post any internet link believed to be relevant to financ...
0 comments posted 19yrs
posted by skip5700removethis
0 comments posted 19yrs posted by skip5700removethis

Building an ETF portfolio...

Hello all, I'm constantly reading about experts and investors that suggest putting together an ETF portfolio... one of...
7 comments posted 19yrs
posted by 123
7 comments posted 19yrs posted by 123

Tax on conversion of money market to Roth IRA?

I am trying to convert 8700 from a money market account at one firm to 1) open a Roth IRA at Vanguard and 2) liquidate...
12 comments posted 19yrs
posted by pigglywiggly711
12 comments posted 19yrs posted by pigglywiggly711

From the Moderators: Input requested

Referring readers to a commercial web site is prohibited by our charter. Additionally we usually decline to post non-co...
9 comments posted 19yrs
posted by skip5700removethis
9 comments posted 19yrs posted by skip5700removethis