Latest threads in Financial Planningshow only best voted threads
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Safest way to invest 25k?
While I've enjoyed reading the sophisticated strategies for maximizing return on Josh's cash reserve, sometimes I think we get a little carried away here. :-) Josh's $19K car loan is costing him SIX...
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17 years ago
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Estate planning: Attorney or CPA?
Recently I had to deal with some shenanigans surrounding a 401(k) rollover, which required me to consult a CPA to straighten out. I was very pleased with his knowledge and helpfulness, and offered him...
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17 years ago
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BofA Investments: Worth the 1.5%?
Working backwards off the fee paid, I see the original poster has about $233K under management. In today's day and age that's chump change to asset managers and despite the resassuring customer...
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17 years ago
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margin trading in tax-deferred account?
Do any of the tax-deferred accounts--401K, 403(b), ROTH, 529--allow trading on margin? Or is this only possible in taxable account?
5
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19 years ago
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Wachovia Securities - "FundSource"
My advisor has given me some information on a relatively new program they have for managed accounts through Wachovia. Is anyone here familiar with their "FundSource" program? It seems to me that it is...
3
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19 years ago
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financial record keeping
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19 years ago
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US Supreme Court ruling on Bankruptcy and IRAs
This mainly affects states in which they weren't already protected (apparently only a small subset of them), but the Supreme Court ruled today that funds in IRAs are "exempt under federal bankruptcy...
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19 years ago
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Asset Allocation Questions
I am now making sure that I have a good asset allocation. I have a plan of the following based on some web tools... Large Cap 30% Mid Cap 28% Small Cap 22% Foreign 15% Bonds 2% Cash 3% I am 28 years...
4
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19 years ago
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Sale of internet domain name, tax treatment
I received an offer to sell one of my domain names that I have owned since, I think, 2001. (not for those interested). I would like to treat the sale as capital gain -- gain on sale -- rather than...
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19 years ago
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Should one pay off one'e home mortgage ?
Should one pay off one'e home mortgage ? If one has the money should one pay off one's mortgage ? Under what circumstances should one: -pay off the mortgage -NOT pay off the mortgage What are the tax...
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19 years ago
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Online TurboTax bugs
Hey folks, I just completed my taxes on the Standard version of TurboTax online (which is free if you navigate to it from the IRS website). I ran into four bugs that I thought would be of interest to...
7
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19 years ago
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Should expected inheritance be part of asset allocation?
My elderly parents are in their mid-80s. They worked hard all their lives and now have a comfortable estate. They mostly hold tax-free bonds, which they ladder and hold to maturity. They are still...
12
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19 years ago
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10-99B
Hello all, When I filling out my federal tax forms do I need to separate 10-99B for each brokerage account... or do I list all sale transactions together in one lump? Thanks, Confused Man
2
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19 years ago
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Term Insurance - TIAA Cref
Does anyone have any experience with this company? Strong ratings based upon my due diligence thus far. Based upon our needs analysis, we are specifically after Term - not Whole Life. The diff. in...
2
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19 years ago
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First Trust Deed HELOC -- deductibility of interest?
Hello, My wife and I are considering refinancing our home with a rare type of loan that looks quite interesting. This loan is called a "First Trust Deed, Home Equity Line of Credit" (FTDHELOC). Our...
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19 years ago
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