Latest threads in Financial Planningshow only best voted threads
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IRA of Surviving Spouse
In a community property state, when the surviving spouse's IRA was purchased with community funds, then does half of the *surviving spouse's* IRA get added to the gross estate of the deceased...
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17 years ago
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Mailing a stock certificate to broker?
It's for 70 shares of IBM, so it's worth about $6400. Do I just send it certified mail? Or am I supposed to first class and insure it for, say, 5% of the value? Also, where and how am I supposed to...
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17 years ago
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Credit Card Conundrum
One of my credit card companies -- USAA -- just sent me a notice proposing a requirement for arbitration of disputes between us. I think (hard to understand all the legalese) that this applies to any...
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17 years ago
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Can anyone recommend a good advisor in Philadelphia/South NJ?
I'm looking for a fee-only advisor near the Philly area (preferably in southern new jersey). I posted awhile back and was given some links to national organizations, but the one has a questionaire...
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17 years ago
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Question About a 1031 Real Estate Transaction
I am getting ready to settle on my new home next week. The previous owner did not live in the home, but rented it out. We had already signed a contract, but I got something in the mail stating that...
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17 years ago
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What route should I take
Hello Folks, I have a question regarding weather or not I should go with a Roth IRA or a Traditional IRA My Stats: I'm 26yrs old(26 in november). I am an independent Contractor currently I make...
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17 years ago
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Source of info on long term care insurance
Can anyone suggest a good source of information on long term care insurance? I am particularly interested in plans with a high deductable. Thanks.
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17 years ago
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California Foreclosure Activity - Highest Level
California Foreclosure Activity Surged to its Highest Level 72% in Los Angeles County, 111.8% from 2005's Third Quarter Residential foreclosure activity in California surged to its highest level in...
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17 years ago
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Upcoming tax law change in 2010.
I heard from a local financial advisor that in 2010 there will be a federal law that allows for conversion from IRA into Roth IRA and a 2 year window to pay the tax. Anyone else heard of such a law?
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17 years ago
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annuities question(s)
On another board there was a lot posted about annuities. I posted a link to a site that pointed out some of the pro's and con's. got a reply from Elle (a regular poster here): "The piece linked is...
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17 years ago
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Change in IRA rules for non-spouse beneficiaries?
Someone told me that a recent change to the tax code changed the rules that apply to a non-spouse IRA beneficiary. The change, as it was explained to me, is that the inherited IRA can now be combined...
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17 years ago
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How to track portfolio investments over time?
Can anyone provide any info regarding how Google finance can be employed to track the investments in a given portfolio as a function of time? It seems as if the only means of doing this currently is a...
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17 years ago
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401k or home ownership
Hello, If you had neither a home of your own nor a 401k established, where would you be putting your money? My employer doesn't match and I'm renting in New York City. Thanks, seth
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17 years ago
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Are athletes really that generous?
It seems as if every baseball and football player has their own charitable foundation. They can't all be that generous; they must be saving taxes somehow. What's the real story?
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17 years ago
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Sole Proprietorship... 1099
Hello all, I recently started a sole proprietorship and advertise (mostly posters, some professional journals etc.) with my companies name. We're basically a hired gun that does business services for...
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17 years ago
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