Financial Planning

Rules change on 529 plans on FAFSA applications?

I've heard it stated for several years (perhaps erroneously) that 529 plans (both regular and 529/UTMA) don't get inclu...

4 comments posted 15yrs

posted by rlc-news

4 comments posted 15yrs posted by rlc-news

NY Times (Misleading?) Article: "Wall Street's Dead End"

The Op-Ed article at http://www.nytimes.com/2011/02/14/opinion/14Salmon.htmlannoyed me. I found its conclusions unsuppo...

4 comments posted 15yrs

posted by honda.lioness

4 comments posted 15yrs posted by honda.lioness

Investment Strategy

I need advice on investing a sum of $20k, I have a full time job and paying my bills comfortably, kids are 5 years away...

56 comments posted 15yrs

posted by abidakhan

56 comments posted 15yrs posted by abidakhan

Annuities inside a 401k

On CNBC's web site they say that employers are beginning to offer annuities in their 401k so that participants can choo...

20 comments posted 15yrs

posted by skip5700removethis

20 comments posted 15yrs posted by skip5700removethis

"Safe" ratio of housing expenses to income

What, would you say, is a safe ratio of all housing expenses (mortgage, insurance, utilities, taxes) to income? No othe...

6 comments posted 15yrs

posted by ichudov

6 comments posted 15yrs posted by ichudov

Fiduciary responsibility

Is there any Federal law or regulation that requires a financial advisor to have a fiduciary responsibility to his clien...

3 comments posted 15yrs

posted by shiflettcc

3 comments posted 15yrs posted by shiflettcc

Model portfolio, update

While the site is up again, here's the promised earnings and PE ratio update to the fictional portfolio I threw togethe...

4 comments posted 15yrs

posted by GeorgeCFL

4 comments posted 15yrs posted by GeorgeCFL

Procedure to defer Roth conversion tax?

Any ideas on how the deferment of Roth conversion tax to skip a year and get divided in half will go? Early indications...

5 comments posted 15yrs

posted by dumbstruc

5 comments posted 15yrs posted by dumbstruc

Assigning beneficiary to accounts?

What happens after you had designated beneficiaries on your financial accounts and you die? Especially if assigned to a...

19 comments posted 15yrs

posted by dumbstruc

19 comments posted 15yrs posted by dumbstruc

Keep investing in same fund every year for traditional IRA?

Every year I contribute $5000 to a traditional IRA with fidelity. I always put the money in the same index fund, Fideli...

1 comments posted 15yrs

posted by mynonsense

1 comments posted 15yrs posted by mynonsense

IRA Charitable Rollovers

I missed it at the time, but in late-2010 the IRA Charitable Rollover for those over age 70.5 was extended through 2011...

7 comments posted 15yrs

posted by skip5700removethis

7 comments posted 15yrs posted by skip5700removethis

2010 IRS Form 8829

I cannot find the 2010 version of the Home Office form 8829. Is it not available yet or am I being a bozo again?

1 comments posted 15yrs

posted by skip5700removethis

1 comments posted 15yrs posted by skip5700removethis

How have MLPs compared against the broader market

A mutual fund is an investment vehicle which allows an individual to be mostly diversified in his investments by owning...

1 comments posted 15yrs

posted by ericturner4027

1 comments posted 15yrs posted by ericturner4027

Black Rock And Merrill Lynch ?

Hi, Getting on in years now, and a lot of this "stuff" is confusing. Merrill Lynch changed the name, apparently, for tw...

5 comments posted 15yrs

posted by rgsros

5 comments posted 15yrs posted by rgsros

alternative places to invest

i started investing about 11 years ago. at that time everything i read was about US stocks. Later i read about bonds an...

22 comments posted 15yrs

posted by cporro

22 comments posted 15yrs posted by cporro