Financial Planning

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Putting away cash for my kid

Just had a child and people have given us gift of cash for us to spend on her. Well, seeing as we have all we need for...
10 comments posted 16yrs
posted by starritt
10 comments posted 16yrs posted by starritt

Maximum IRA contributions for 2009?

I am 64. I earn $25k a year. I also have pension and social security income. What is the maximum contribution I can mak...
3 comments posted 16yrs
posted by googlemail2003
3 comments posted 16yrs posted by googlemail2003

New business auto purchase

Someone with a business (Schedule C) has asked about the 50% bonus depreciation set to expire at the end of this year....
0 comments posted 16yrs
posted by skip5700removethis
0 comments posted 16yrs posted by skip5700removethis

Long Term Care Ins- Good or Bad?

I know this is a tax problem, but it also falls under Financial Planning. My company offered for a short time to pay th...
19 comments posted 16yrs
posted by chip.a.wood
19 comments posted 16yrs posted by chip.a.wood

strong 52-week returns for closed end funds

On Oct. 13, 2008 I posted a message here "closed-end fund are selling at big discounts". Looking at the closed-end fund...
2 comments posted 16yrs
posted by beliavsky
2 comments posted 16yrs posted by beliavsky

Can a public company publish price targets?

I thought that only financial analysts can give a price target? If a company is doing this, is that legal?
1 comments posted 16yrs
posted by Antirama
1 comments posted 16yrs posted by Antirama

Anyone with a TIAA-CREF 403K to IRA rollover?

Did anyone here with a TIAA-CREF 403K account did an IRA or ROTH IRA rollover to get cash? Or withdraw all with a 20% ta...
1 comments posted 16yrs
posted by yard22192
1 comments posted 16yrs posted by yard22192

What happens when a stock is delisted

When I say Large Cap I mean that in Canadian terms. Ticker symbol for those who care is CGS.TO or CGS-T (Canwest Global...
4 comments posted 16yrs
posted by dontask
4 comments posted 16yrs posted by dontask

Living trust as IRA secondary beneficiary

My wife and I have a joint living trust. May I name this joint trust as secondary beneficiary of my IRA?
8 comments posted 16yrs
posted by REMOVEkenTHIS
8 comments posted 16yrs posted by REMOVEkenTHIS

another SCAM - "Business Filings Division"

Division of WHAT? Division of some SCAM artist. I suppose all California LLCs will be receiving these. return address:...
0 comments posted 16yrs
posted by pleasenospam
0 comments posted 16yrs posted by pleasenospam

have to "launder" gains?

Jeesh, there is a strange side effect to my strategy of progressively disinvesting during the crash, then progressively...
3 comments posted 16yrs
posted by dumbstruc
3 comments posted 16yrs posted by dumbstruc

Is it time to re-enter the stock market?

I am hearing this question these days from those who got out of the market during the decline/crash/whatever and who ar...
26 comments posted 16yrs
posted by skip5700removethis
26 comments posted 16yrs posted by skip5700removethis

Requesting some advice

Some background: Married, 61 yo, partially retired living on savings and want to stay conservative in my retirement inv...
2 comments posted 16yrs
posted by stephen.moore
2 comments posted 16yrs posted by stephen.moore

Combining spousal accounts

The issues typically raised regarding combining accounts have to do with children, heirs, divorce, wills, etc. - that i...
8 comments posted 16yrs
posted by nBeOwXs
8 comments posted 16yrs posted by nBeOwXs

question about savings bonds

I have over 100K in US Savings Bonds. They are in my name and my husband. My husband recently died. I don't want to cas...
5 comments posted 16yrs
posted by googlemail2003
5 comments posted 16yrs posted by googlemail2003