Financial Planning

Qualified Charitable Deductions Part 2

Thank you all for the excellent discussion of QCDs. I was told by Fidelity that donor advised funds do not qualify. An...

8 comments posted 14yrs

posted by franksplace2

8 comments posted 14yrs posted by franksplace2

"How a Financial Pro Lost His House," NY Times

I think this is an interesting and worthwhile article: http://www.nytimes.com/2011/11/09/business/how-a-financial-pro-l...

6 comments posted 14yrs

posted by honda.lioness

6 comments posted 14yrs posted by honda.lioness

Qualified Charitable Distributions

I give between $2K to $5k per year per year to charity and take the standard deduction. I want to take advantage of the...

5 comments posted 14yrs

posted by franksplace2

5 comments posted 14yrs posted by franksplace2

2012 rules & cost basis

Just wondering what's going to happen when the new "cost basis" rules take affect in 2012, and a ton of stocks are not...

3 comments posted 14yrs

posted by pschuman_no5pam_m3

3 comments posted 14yrs posted by pschuman_no5pam_m3

Depressing

I started a 401k through my current job and started putting money in a mix of mutual funds in 2000. I recently calculat...

45 comments posted 14yrs

posted by iarwain_8

45 comments posted 14yrs posted by iarwain_8

investing with factoring companies

I understand that factors invest private money. Is there a way to invest with factors for increased income. ===========...

3 comments posted 14yrs

posted by maliburon64

3 comments posted 14yrs posted by maliburon64

Refinancing. Is this scenario worth it?

I purchased my house in 2004. At the time I took out a 30 yr mortgage, $333,700 loan at 6.25%. My payment was $2054/mo....

2 comments posted 14yrs

posted by mikepier

2 comments posted 14yrs posted by mikepier

Wondering About Unique Financial App

I'm wondering if there's anything that needs to be created for anyone who studies finance (personal or otherwise) along...

1 comments posted 14yrs

posted by jeff

1 comments posted 14yrs posted by jeff

TIPS and zero/negative interest rates

I've been thinking a lot lately about my positions in TIPs, and their place in a portfolio, and, of course, their curre...

3 comments posted 14yrs

posted by mifp

3 comments posted 14yrs posted by mifp

401(k) Tax Changes May Be On Fast Track

http://www.thestreet.com/story/11257753/1/401k-tax-changes-may-be-on-fast-track.html401(k) Tax Changes May Be On Fast T...

0 comments posted 14yrs

posted by beliavsky

0 comments posted 14yrs posted by beliavsky

WSJ Op-Ed: A Short History of the Income Tax

By the always-worth-reading John Steele Gordon (author of the excellent "Empire of Wealth: The Epic History of American...

2 comments posted 14yrs

posted by mifp

2 comments posted 14yrs posted by mifp

P/E10 Values

joetaxpayer recently linked the following on the "Cyclically Adjusted Price Earnings RatioP/E10 or CAPE":...

3 comments posted 14yrs

posted by honda.lioness

3 comments posted 14yrs posted by honda.lioness

making annuity liquid

I have a Jackson Perspective L Series Fixed & Variable Annuity. I'm age 65. Wanted to annuitize so I can start withdraw...

0 comments posted 14yrs

posted by sandyhb6

0 comments posted 14yrs posted by sandyhb6

means testing of Social Security

Politicians of both parties have advocated means testing of Social Security benefits. This could be done by reducing be...

13 comments posted 14yrs

posted by beliavsky

13 comments posted 14yrs posted by beliavsky

Short term disability vs long term disability

If a self employed person was going to buy one, or the other, what would the considerations be? Why would a person only...

2 comments posted 14yrs

posted by big_bills_fan

2 comments posted 14yrs posted by big_bills_fan