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IRS to restrict transfers from 403(b) plans

Below is the beginning of the story. The pending IRS rule change looks bad for the 6.8 million (according to the WSJ) 4...
6 comments posted 21yrs
posted by beliavsky
6 comments posted 21yrs posted by beliavsky

Donoghue Letter

Wondering if there are any opinions about Bill Donoghue and his money management style?
0 comments posted 21yrs
posted by mcfarland
0 comments posted 21yrs posted by mcfarland

Financial Advisor question

Hello, We are using a fee-based financial planner and she increased her fees without telling us. I'm wondering that bes...
3 comments posted 21yrs
posted by richintervideo
3 comments posted 21yrs posted by richintervideo

IRA dilema

A couple in the zero federal tax bracket. Always funded IRA's to the max. Getting older. IRA's are traditional. In orde...
11 comments posted 21yrs
posted by sudsy
11 comments posted 21yrs posted by sudsy

How to devise a long-term investment plan?

I want to formulate a long-term investment plan. One that considers my age, risk, goals, lifestyle, asset allocation, t...
15 comments posted 21yrs
posted by jethridge8
15 comments posted 21yrs posted by jethridge8

Social Security Reform

If letting individuals invest in the stock market (through private accounts) is such a great idea, what's wrong with th...
2 comments posted 21yrs
posted by nobody
2 comments posted 21yrs posted by nobody

Lifetime annuity re-sold for lump sum?

I have a friend who is eligible for a monthly lifetime annuity at age 55 as part of retirement from a company. However,...
1 comments posted 21yrs
posted by downeaster1000
1 comments posted 21yrs posted by downeaster1000

Treasury Direct v. Paper Bonds

I recently opened up and account with TreasuryDirect and got a $1000 bond for my son's 1st birthday. I was doing some r...
3 comments posted 21yrs
posted by sdlovell
3 comments posted 21yrs posted by sdlovell

Debt Firewall?

Is there any way to reduce, minimize, or eliminate the ability of a spouse to create needless debts that the other will...
1 comments posted 21yrs
posted by dumbstruc
1 comments posted 21yrs posted by dumbstruc

Use a home equity line to pay-ff cars

What are the dangers to using a home equity line to pay-off a car loan? I have 200K+ in equity in my home and am thinki...
1 comments posted 21yrs
posted by psu104
1 comments posted 21yrs posted by psu104

401k contributions to old job where still employed

I have recently started a new full-time job, but am still listed as a "part-time on-call" employee with my old company....
1 comments posted 21yrs
posted by brgomeistr
1 comments posted 21yrs posted by brgomeistr

401K + Roth plan and brokerage?

I have a 401K from my employer where the company matches 100% of the first 4% you invest. I am investing 10% at this ti...
5 comments posted 21yrs
posted by johnnyman307
5 comments posted 21yrs posted by johnnyman307
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