Latest threads in Financial Planningshow only best voted threads
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did he have a 401k plan?
My friend worked at an auto body shop for a couple years. He was in an auto workers union, and he thinks he may have had a 401k plan, possibly through the union. Is there a way for him to find out...
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19 years ago
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Trying to take money out of VUL policy
Hi all, I hope this is the right place to ask this. Back when I was a dumb financial idiot (teenager), I thought I had an opportunity to invest on mutual funds at the time. But what I didn't know was...
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19 years ago
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Can I keep the same SEP IRA Account now that I am an S-Corp?
I have a SEP IRA from being a sole proprietor. I recently incorporated, and I now want the S-Corp to contribute to a SEP on my behalf. Can I direct the money into the same account, or do I have to...
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19 years ago
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What's my next step? Point me in the right direction...
Ok here's the deal; I own a basic home, a boring car, and 2 rental properties, and I currently max out my 401k and IRA. I have 0 debt, except the mortgages on the real estate. My goal is to save as...
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19 years ago
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Mortgage Closing Costs - Connecticut
Is anyone familiar with the relative closing costs for a $200,000 refi in Connecticut these days? I know you need an attorney in CT.
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19 years ago
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Brokers - What's the Attraction?
In several threads recently, people have said they have mutual funds in brokerage accounts. Except for 401k accounts, I deal with the mutual fund company directly. Why would I want, instead, to deal...
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19 years ago
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Roth 401(k) available starting 2006
Here is the beginning of the article. New Roth 401(k) Plans Target High-Income Earners By JANE J. KIM Staff Reporter of THE WALL STREET JOURNAL March 30, 2005; Page D2 "Individuals who make too much...
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19 years ago
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From the Moderators: Fast Approval
To enhance the tempo of conversation here and because of the increased volume of posts recently, the Moderators have adopted a "fast approval" procedure for regular posters. This "fast approval" will...
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19 years ago
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State-exempt dividends, arrrgh!
I can't believe the pain involved in claiming state tax exemptions for dividends of federal origin! If you hold mutual funds thru a broker you probably get few if any notices for this info, and you'd...
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19 years ago
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Is it unwise to keep all your retirement/investment accounts with one brokerage?
Simply put, I'd like to keep my 401k (mandatory), IRA, and an additional taxable account with Fidelity. I like the ease of having everything in one place, I don't want to get to retirement and have...
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19 years ago
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ING GoldenSelect Variable Annuities
I have retired and would like to invest some money which is now held in CD's in an investment that will defer taxes and provide a better return on investment than CD's. I am considering investing in...
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19 years ago
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Bond cost Schwab vers Merrill Lynch
I have to liquidate a large number of bonds to settle an estate. Would I do better commission wise by transferring the bonds to Schwab and then selling. Does anyone have any expedience selling bonds...
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19 years ago
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Conventional Wisdom on 401k (Re: Question on bond fund)
I don't think I'd call that the "conventional wisdom". If anything, it'd be *at least* up to that which your employer matches. The question after the employer match is complicated only a little if one...
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19 years ago
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Newbee Question Re: Home Improvement Loan
roughly the montly a good idea to Sounds like a plan.................. Cal
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19 years ago
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Question on bond fund
Matt- Some investors (including me) don't bother with anything but short-term bonds in the "standard plan" because we think the additional returns of longer maturities don't compensate you for their...
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19 years ago
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