Financial Planning

Funding "exemption-preserving" trust via disclaimer?

Assume there is a trust (either living trust becoming irrevocable at testator's death, or testamentary trust) that whil...

1 comments posted 16yrs

posted by rlc-news

1 comments posted 16yrs posted by rlc-news

Financial planning in regards to insurance/illness

We have health insurance through my spouse's employer. I am also employed and also have insurance coverage at work avai...

3 comments posted 16yrs

posted by abeckman

3 comments posted 16yrs posted by abeckman

Market volatility explained?

Even the most hands off investors have got to be concerned about recent market volatility. Besides the dime-a-dozen opi...

21 comments posted 16yrs

posted by dumbstruc

21 comments posted 16yrs posted by dumbstruc

Trust / Children / Distribution of assets question

Re:Trust / Children / Distribution of assets question ****************************************************************...

7 comments posted 16yrs

posted by ritagoldman101

7 comments posted 16yrs posted by ritagoldman101

How to estimate tax on trad IRA to Roth conversion

I am considering converting my trad ira to a roth ira and I am trying to estimate how that will impact my taxes. Below...

5 comments posted 16yrs

posted by samsteeley

5 comments posted 16yrs posted by samsteeley

reversing a Roth

I would never do it due to the complexities, but would anyone want to comment on the benefits of reversing a Roth conve...

10 comments posted 16yrs

posted by dumbstruc

10 comments posted 16yrs posted by dumbstruc

What are the advantages and disadvantages of a Living Trust compared to a will?

At the free dinner I had last night, the Estate Planner touted the benefits of a Living Trust and why I should sign up f...

18 comments posted 16yrs

posted by franksplace2

18 comments posted 16yrs posted by franksplace2

401K to IRA

I am over 59.5 years old and can withdraw from my current employer's 401K plan w/o penalty. I am considering a partial...

2 comments posted 16yrs

posted by pixel_a_ted

2 comments posted 16yrs posted by pixel_a_ted

Very disturbed about "trade cancellations"

The canceled trades situation is extremely disturbing to me. http://online.wsj.com/article/SB10001424052748703880304575...

20 comments posted 16yrs

posted by ichudov

20 comments posted 16yrs posted by ichudov

Estate Tax Basis for IRAs

Apparently the Estate Tax will return next year with a one million dollar exemption. Many people have a large part of t...

6 comments posted 16yrs

posted by franksplace2

6 comments posted 16yrs posted by franksplace2

Opinions?

This article on the Greece / Euro zone situation I think brackets the underlying problems, but doesn't specifically def...

9 comments posted 16yrs

posted by GeorgeCFL

9 comments posted 16yrs posted by GeorgeCFL

How do the "cancelled trades" affect me?

I understand all-electronic NYSE Arca platform that deviated over 60 percent from their last point at 2:40 p.m. between...

6 comments posted 16yrs

posted by jw

6 comments posted 16yrs posted by jw

What just happened to IWD? Bad data or massive divergence from NAV?

I realize the markets are way off today, but as I type this the Russell 1000 Value index is only down about 4.5%, yet I...

9 comments posted 16yrs

posted by rlc-news

9 comments posted 16yrs posted by rlc-news

Medium risk investment recommendations?

For high risk investments I buy: FSTMX - SPRTN TOTAL MKT INDX INVESTOR CLASS and for lower risk I buy: BND - VANGUARD T...

8 comments posted 16yrs

posted by homersimpson085

8 comments posted 16yrs posted by homersimpson085

How Much Mortgage For A Second Home Can We Afford?

Hi, We will be buying a second, winter home for when my wife retires in two years. I haven't found a formula for how mu...

8 comments posted 16yrs

posted by abbybrown

8 comments posted 16yrs posted by abbybrown