Latest threads in Financial Planningshow only best voted threads
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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. He is thinking of buying a new car (RX 350 Lexus crossover) later next year or...
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14 years ago
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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 the 1st yr premium on Long Term Care Ins for anyone in the family. My mother-in-law...
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14 years ago
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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 section in the current (Oct 12, 2009) Barron's, many funds have astonishing...
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14 years ago
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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?
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14 years ago
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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% tax penalty? Thanks Mike
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14 years ago
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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 or CGS-T (Canwest Global). I own this stock in a Tax-Free Savings Account (TFSA) so I cannot claim losses...
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14 years ago
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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?
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14 years ago
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another SCAM - "Business Filings Division"
Division of WHAT? Division of some SCAM artist. I suppose all California LLCs will be receiving these. return address: BUSINESS FILINGS DIVISION 980 NINTH ST. 16th FL SACRAMENTO, CA 95814 BUSINESS...
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14 years ago
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have to "launder" gains?
Jeesh, there is a strange side effect to my strategy of progressively disinvesting during the crash, then progressively reinvesting during the recovery. I now carry an astronomical amount of both...
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14 years ago
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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 are now beating themselves up for "missing the 50% rise". My approach is to try to...
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14 years ago
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Requesting some advice
Some background: Married, 61 yo, partially retired living on savings and want to stay conservative in my retirement investments. I consolidated my IRA/401 with a large brokerage house 8 years ago and...
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14 years ago
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Combining spousal accounts
The issues typically raised regarding combining accounts have to do with children, heirs, divorce, wills, etc. - that is, that the spouses have different interests and that keeping assets separate is...
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14 years ago
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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 cash them because of the tax ramifications and also because most of the bonds are...
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14 years ago
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Rolling into an employer plan to postpone RMDs
So we have the owner of a small business - highly compensated (and still working 60-70 hrs a week sometimes!) who has just turned 70. The small business has had a profit sharing plan and he's...
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14 years ago
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Bank or hedge fund?
For those who haven't seen this article, Global Financial Crisis II is forming. me the solution to ensure we do not again have to bail out gambling addicted morons is simple ... arrest everyone...
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14 years ago
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