Latest threads in Financial Planningshow only best voted threads
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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 Qualified Charitable Distributions ( as I am older than 70 1/2. I donate to...
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12 years ago
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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 tagged with a current cost basis. A lot of my stocks are of course from years...
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12 years ago
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Depressing
I started a 401k through my current job and started putting money in a mix of mutual funds in 2000. I recently calculated the amount of money that I've put into it over the years and the value of my...
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12 years ago
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investing with factoring companies
I understand that factors invest private money. Is there a way to invest with factors for increased income. ======================================= MODERATOR'S COMMENT: Do you mean "invoice factoring"...
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12 years ago
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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. Then in 2009 I refinanced at 4.875% 30 yr mortgage for $328,000 (closing costs...
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12 years ago
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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 the lines of the things you see at There are plenty of interest rate calculators...
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12 years ago
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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 current pricing level. They are really purely an inflation hedge. At this point, with...
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12 years ago
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401(k) Tax Changes May Be On Fast Track
Tax Changes May Be On Fast TrackBy Joe Mont As officials in Washington grapple with debt reduction and the need for increased revenue, rethinking the tax structure of 401(k) and IRA plans has come...
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12 years ago
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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 Economic Power") A Short History of the Income Tax One original sin was the...
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12 years ago
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P/E10 Values
joetaxpayer recently linked the following on the "Cyclically Adjusted Price Earnings RatioP/E10 or CAPE": one realizes this applies to every stock, not just the S&P 500, does author Rob Bennett have a...
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12 years ago
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making annuity liquid
I have a Jackson Perspective L Series Fixed & Variable Annuity. I'm age 65. Wanted to annuitize so I can start withdrawing money each year but agent told me annuitizing right now with low interest...
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12 years ago
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means testing of Social Security
Politicians of both parties have advocated means testing of Social Security benefits. This could be done by reducing benefits based on (1) income at retirement (2) wealth at retirement (3) lifetime...
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12 years ago
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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 want 4 months of benefit (short term) for the same, or more, price that the same...
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12 years ago
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FAFSA
Can an adult who has a Bachelor's degree but who is going back to school to get a teaching certificate (because he can't get a job with a Bachelor's in Marketing) apply for FAFSA? This person is...
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12 years ago
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FAFSA question (moderation error)
Hi, folks. I'm afraid I hit a wrong button and deleted a post by someone today regarding the FAFSA. (All I got was a quick look at the Subject line, and it was amongst a bunch of spam messages). To...
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12 years ago
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