Latest threads in Financial Planningshow only best voted threads
| Subject | Author | Posted | Replies | |
|---|---|---|---|---|
|
|
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 understanding is that a named beneficiary will bypass the will and receive the funds...
—
|
17 years ago
|
— | |
|
|
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/SEP in Traditional IRA's. I plan to draw SSI when I turn 66 and use my IRA's...
—
|
17 years ago
|
— | |
|
|
Family unlimited partnership.
Just went to financial planning seminar and heard someone tout this vehicle, more secure than a revocable trust. Do families need this to protect assets, mainly against lawsuits?
5
|
17 years ago
|
5 | |
|
|
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) 401K. My question is where can the funds come from for this account? For most...
3
|
17 years ago
|
3 | |
|
|
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 thing as good debt, but for the record, does anyone know what he means by the...
3
|
17 years ago
|
3 | |
|
|
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 chambers of Congress. What's that likely to do to the stock market? This would bring...
18
|
17 years ago
|
18 | |
|
|
Debt Settlement ---- does it RESTART 7 year clock?
Re: If I settle a car loan that was charged off 4 years ago, for 60% of the balance, does this restart the 7 year clock for this negative item to be removed from my credit report? Hello, I had a car...
—
|
17 years ago
|
— | |
|
|
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 reasons]. It's a text covering software developer problems with cryptography, and is...
—
|
17 years ago
|
— | |
|
|
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 advantage of 401k, I feel like it isn't worth it. Let me explain why I feel this...
41
|
17 years ago
|
41 | |
|
|
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 financial planning and which is not a solicitation for products or services. Obviously,...
—
|
17 years ago
|
— | |
|
|
Building an ETF portfolio...
Hello all, I'm constantly reading about experts and investors that suggest putting together an ETF portfolio... one of the things that strikes me right off the bat about this strategy is the large...
7
|
17 years ago
|
7 | |
|
|
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 the rest. My question, is there any way to avoid the tax, considering my annual...
12
|
17 years ago
|
12 | |
|
|
From the Moderators: Input requested
Referring readers to a commercial web site is prohibited by our charter. Additionally we usually decline to post non-commercial web sites and blogs. (A web site link in the signature file is OK...
9
|
17 years ago
|
9 | |
|
|
401k rollover
I have changed employers recently, and I am trying to see what my options are as far as rolling over the money. The past employer's 401k website for me, says I can either rollover the whole amount, or...
6
|
17 years ago
|
6 | |
|
|
tax consequences for changing 529 beneficiary
I opened a 529 account on my name before our children were born. There is now $11,900 in the account. Since we have not given any gifts to our children this year, I think it would make sense to...
5
|
17 years ago
|
5 |