Financial Planning

Do rich people need health insurance?

I have been considering, idly, possibilities of early retirement after another decade or so, purely for entertainment r...

59 comments posted 16yrs

posted by ichudov

59 comments posted 16yrs posted by ichudov

Fidelity IRA funds for 2010

ok, it's that time of year - We have our IRA's at Fidelity, and can't really decide which funds get the $6k for this ye...

4 comments posted 16yrs

posted by pschuman_no_spam_me

4 comments posted 16yrs posted by pschuman_no_spam_me

The American dream

Thought this might be interesting and germane, something to define and plan or set goals for: the American dream. There...

2 comments posted 16yrs

posted by GeorgeCFL

2 comments posted 16yrs posted by GeorgeCFL

passive trust - income & expenses

My wife's paents each died within the last couple of years. They had some real estate properties in a "trust" - we have...

9 comments posted 16yrs

posted by pschuman_no_spam_me

9 comments posted 16yrs posted by pschuman_no_spam_me

Reduced Tax Rate on LT Cap Gain & Qual. Dividends Set to Expire?

The Tax Increase Prevention and Reconciliation Act of 2005 provided for special, lower tax rates for certain income bra...

10 comments posted 16yrs

posted by honda.lioness

10 comments posted 16yrs posted by honda.lioness

An Argument Against IRA Rollover

I have a traditional IRA with $33K in it. Of that, $23K is from a rollover from an old 401k and $10K is from non-deduct...

9 comments posted 16yrs

posted by woessner

9 comments posted 16yrs posted by woessner

Diligently investing in a 529 plan? Hope to finance future tuition?

http://online.wsj.com/article/SB10001424052748704804204575069223429319154.html For those without the benefit of a WSJ s...

8 comments posted 16yrs

posted by ichudov

8 comments posted 16yrs posted by ichudov

Can I contribute to both 457 and Roth IRA?

>From wikipedia it says " Another difference is that 457 plan participant cannot make designated Roth contributions as...

1 comments posted 16yrs

posted by homersimpson085

1 comments posted 16yrs posted by homersimpson085

Gift Tax consequences of joint accounts between adult family members

A bank pays out airlines miles based on your balance per month. I want the miles , but my parents have the money. Could...

7 comments posted 16yrs

posted by homersimpson085

7 comments posted 16yrs posted by homersimpson085

How to simplify my IRAs?

I have 12k in a roth ira and 12k in a traditional IRA. I am no longer eligible to contribue to roth since my income is...

4 comments posted 16yrs

posted by homersimpson085

4 comments posted 16yrs posted by homersimpson085

RLT as Roth beneficiary?

Are there any disadvantages to making a revocable living trust the beneficiary of a Roth? The Roth has been in existence...

0 comments posted 16yrs

posted by nospam

0 comments posted 16yrs posted by nospam

Return of Capital from ETF -- Tax Treatment?

Last year I bought a closed-end, exchange traded fund that invests in emerging market debt. (Morgan's Stanley's EDD.) T...

7 comments posted 16yrs

posted by pmb

7 comments posted 16yrs posted by pmb

Allocation of Extra Mortgage Principal Pmt

I just made a largish extra principal payment on my home mortgage. My normal payments are due on the first of the month...

2 comments posted 16yrs

posted by ronrosenfeld

2 comments posted 16yrs posted by ronrosenfeld

$200k - where to invest for safety

My wife last year received about $200k from her parents life insurance... It's been sitting in the checking account sin...

27 comments posted 16yrs

posted by pschuman_no_spam_me

27 comments posted 16yrs posted by pschuman_no_spam_me

Estate Planning 2010

What follows is my understanding of estate taxation. Since this is not my "first line" of business, I would appreciate...

5 comments posted 16yrs

posted by skip5700removethis

5 comments posted 16yrs posted by skip5700removethis