Financial Planning

403b vendor - mutual funds vs annuities

My wife is a teacher and the school district has a 403b plan avail. There doesn't seem to be any magic to setting up a...

8 comments posted 15yrs

posted by pschuman_no5pam_m3

8 comments posted 15yrs posted by pschuman_no5pam_m3

Tax Foundation releases its marginal rate graphing tool

It's at: http://interactive.taxfoundation.org/taxgraph/ Pretty neat!

0 comments posted 15yrs

posted by rlc-news

0 comments posted 15yrs posted by rlc-news

Bonds - VBMFX vs VWESX

I currently have Bond money split between VBMFX and VWESX. It appears that the LT Corp has done better for me compared...

1 comments posted 15yrs

posted by pschuman_nospam_me

1 comments posted 15yrs posted by pschuman_nospam_me

Is it better to own investment RE via a corp, or as a person?

I won a house at a real estate auction. I can buy it either with personal money, or with money in my corporation's acco...

6 comments posted 15yrs

posted by ichudov

6 comments posted 15yrs posted by ichudov

Need a reality check on an apartment building investment

I was looking for a real estate investment. A realtor that we used in the past, located a deal with six apartments, sha...

24 comments posted 15yrs

posted by ichudov

24 comments posted 15yrs posted by ichudov

Buying Investment Property With IRA Cash

Hi, We are buying some property overseas. We are considering using cash in IRA accounts so not to tie up other cash. Co...

12 comments posted 15yrs

posted by abbybrown

12 comments posted 15yrs posted by abbybrown

Taxable Account

Hello, Using Vanguard, what would be best for a taxable account? Tax managed funds, index funds, ETFs, or is there some...

3 comments posted 15yrs

posted by no

3 comments posted 15yrs posted by no

Life insurance payout

The following post from "Hypnotized" was incorrectly returned to him. Shown below is a copy of the post. --------------...

3 comments posted 15yrs

posted by skip5700removethis

3 comments posted 15yrs posted by skip5700removethis

Whither Roth?

I've on and off wondered how "safe" Roth accounts and things like this anti-Roth screed in the LATimes: http://www.lati...

3 comments posted 15yrs

posted by rlc-news

3 comments posted 15yrs posted by rlc-news

retirement/investment tax haven?

Do these not exist any more for US taxpayers? I gather you always owe federal taxes even if you reside/retire outside t...

23 comments posted 15yrs

posted by dumbstruc

23 comments posted 15yrs posted by dumbstruc

ATT or Verizon

Anyone here bearish on Verizon or ATT? Dividends are over 5% so far. Larry

3 comments posted 15yrs

posted by alexandrinelibrarian

3 comments posted 15yrs posted by alexandrinelibrarian

Whither mid-caps? Value?

Back around 10-12 years ago once piece of conventional wisdom for a relatively simple allocation for the *domestic equi...

3 comments posted 15yrs

posted by rlc-news

3 comments posted 15yrs posted by rlc-news

Book Recommendation

I recommend "Debunkery" by Ken Fisher & published by Wiley. An easy read. Fisher looks at 50 investment myths and shows...

7 comments posted 15yrs

posted by avrum223

7 comments posted 15yrs posted by avrum223

Annuity Question

A financial advisor, who seems knowledgeable, has suggested a variable annuity called "Lifeguard Freedom Flex" from Jac...

28 comments posted 15yrs

posted by ron

28 comments posted 15yrs posted by ron

best place to park cash now

I have Vanguard and Fidelity accounts, and it looks like the money markets yields are pitiful around 0.1% yield. I see...

15 comments posted 15yrs

posted by bucky3

15 comments posted 15yrs posted by bucky3