Financial Planning

Zero Coupon Bonds

Hello all, How do Zero Coupon Bonds work... earlier in March we had a discussion about regular bonds and you kind folks...

6 comments posted 19yrs

posted by 123

6 comments posted 19yrs posted by 123

Foolproof and legal way of "money laundering" found. Interested?

Subject to the moderator of this NG letting this message in, and subject to audience interest (I will calendar to check...

3 comments posted 19yrs

posted by raylopez99

3 comments posted 19yrs posted by raylopez99

Safest way to invest 25k?

I currently have about 25k sitting in a money market account at my local bank. The rate is 3.5%. I've been doing some r...

3 comments posted 19yrs

posted by acurazrule

3 comments posted 19yrs posted by acurazrule

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 strai...

3 comments posted 19yrs

posted by stevespamtrap

3 comments posted 19yrs posted by stevespamtrap

BofA Investments: Worth the 1.5%?

About a year ago my wife and I rolled all our money into the BofA investment group with a financial planner that came h...

2 comments posted 19yrs

posted by marvster

2 comments posted 19yrs posted by marvster

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 taxab...

5 comments posted 21yrs

posted by revheck

5 comments posted 21yrs posted by revheck

Wachovia Securities - "FundSource"

My advisor has given me some information on a relatively new program they have for managed accounts through Wachovia. I...

3 comments posted 21yrs

posted by nospam

3 comments posted 21yrs posted by nospam

financial record keeping

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9 comments posted 21yrs

posted by ghanwani

9 comments posted 21yrs posted by ghanwani

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 Su...

3 comments posted 21yrs

posted by BreadWithSpam

3 comments posted 21yrs posted by BreadWithSpam

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... Lar...

4 comments posted 21yrs

posted by mrjohns2

4 comments posted 21yrs posted by mrjohns2

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 algebra.com for those i...

1 comments posted 21yrs

posted by ignoramus14654

1 comments posted 21yrs posted by ignoramus14654

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 circumstan...

7 comments posted 21yrs

posted by avacohen100

7 comments posted 21yrs posted by avacohen100

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 fr...

7 comments posted 21yrs

posted by wwtrice

7 comments posted 21yrs posted by wwtrice

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 mostl...

12 comments posted 21yrs

posted by revheck

12 comments posted 21yrs posted by revheck

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 li...

2 comments posted 21yrs

posted by bfbj

2 comments posted 21yrs posted by bfbj