Financial Planning

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 pas...

6 comments posted 19yrs

posted by nikhilchopra

6 comments posted 19yrs posted by nikhilchopra

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...

5 comments posted 19yrs

posted by beliavsky

5 comments posted 19yrs posted by beliavsky

IRA of Surviving Spouse

In a community property state, when the surviving spouse's IRA was purchased with community funds, then does half of th...

1 comments posted 19yrs

posted by c308682

1 comments posted 19yrs posted by c308682

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...

4 comments posted 19yrs

posted by zxcvbob

4 comments posted 19yrs posted by zxcvbob

Credit Card Conundrum

One of my credit card companies -- USAA -- just sent me a notice proposing a requirement for arbitration of disputes be...

4 comments posted 19yrs

posted by ronrosenfeld

4 comments posted 19yrs posted by ronrosenfeld

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 w...

2 comments posted 19yrs

posted by dan.gosser

2 comments posted 19yrs posted by dan.gosser

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....

4 comments posted 19yrs

posted by Robgray

4 comments posted 19yrs posted by Robgray

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...

10 comments posted 19yrs

posted by OnMyOwn.com

10 comments posted 19yrs posted by OnMyOwn.com

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...

0 comments posted 19yrs

posted by no

0 comments posted 19yrs posted by no

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...

0 comments posted 19yrs

posted by sanmiguel2004

0 comments posted 19yrs posted by sanmiguel2004

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...

5 comments posted 19yrs

posted by po.ning

5 comments posted 19yrs posted by po.ning

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 a...

16 comments posted 19yrs

posted by friday

16 comments posted 19yrs posted by friday

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...

4 comments posted 19yrs

posted by no

4 comments posted 19yrs posted by no

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...

2 comments posted 19yrs

posted by tom.berkey

2 comments posted 19yrs posted by tom.berkey

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...

19 comments posted 19yrs

posted by seth.engstrom

19 comments posted 19yrs posted by seth.engstrom