Latest threads in Financial Planningshow only best voted threads
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Proven: best to increase stock allocation into retirement
The following Morningstar article reverses the usual rule of owning a percentage of bonds equaling your age The professor seems to be saying that you benefit by avoiding early setbacks that could...
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9 years ago
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The Seven-Figure Portfolio Fee
Wall Street Journal recently published, in their magazine, an article titled "The Seven-Figure Portfolio Fee". Here's a link to it: The subtitle is "The cost of managing finances is coming down for...
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10 years ago
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Incredible Shrinking Management Fee
Two companies mentioned in the article are WiseBanyan Wealthfront Incredible Shrinking Management Fee by Jason Zweig Wall Street Journal Mar 7, 2014 Professional portfolio management has long cost too...
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10 years ago
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How much property tax can be paid in advance?
In my writing about timing one's deductions to itemize in alternate years, I've suggested pulling in the tax payments from the next calendar year, e.g. the '15 Q1 and Q2 payment into 2014. As a cash...
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10 years ago
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my rate factor is .03235 for 36 month lease what is my interest rate ?
cost of item: $26500 lease term 36 months $ 1 buy back at end of lease rate factor: .02325 what is my annual interest rate ?
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10 years ago
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Five Return Limit for Efiling
I spent a few hours putting my 2013 tax info into then attempted to efile. Efiling was rejected. The TaxAct rejection notice said I had already e-filed five returns. Evidently the IRS per Pub 1345...
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10 years ago
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fixed income historical data
Is there a bond index of some sort that is to fixed income as the S&P500 is to equities, and for which historical data is available over a long period ? (For example, Robert Shiller maintains a S&P500...
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10 years ago
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Valuing 401k as a Benefit
I'm considering taking a job at a startup which offers zero benefits. I'm trying to assign a value to all the benefits I would be giving up. But I'm sort of puzzled as to how to value the 401k plan....
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10 years ago
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FINRA on 401(k) rollovers to IRAs
FINRA, the Financial Industry Regulatory Authority, is the securities industry's self-reglatory organization. They do the various test, deal with broker and advisor registration and monitoring, etc....
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10 years ago
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Question
Why was my last post rejected without a reason being given? ======================================= MODERATOR'S COMMENT: Please re-post. The spam filters are sometimes aggressive, and every once in a...
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10 years ago
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Performance of top-rated Morningstar mutual funds
If you think future outperformance of top-rated Morningstar domestic equity funds will be 0.7% a year, as it was in the past, the after-tax return on index mutual funds will probably be higher, since...
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10 years ago
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Medicaid Renewal
A New York resident, age 54, has annual income low enough to qualify her for Medicaid, and she has been enrolled in it for several years. In 2013 she inherited $100K in stock. Say she sells $20K of...
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10 years ago
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IRA 59-1/2 (year or date?)
A number of bits of the tax code reference 'age by end of year.' So the child tax credit is lost if child turns 17 by year end, for example. Is the IRA no-penalty withdrawal 'by year end' or can the...
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10 years ago
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transfers and taxes
To simplify record keeping I want to move a few mutual funds from one of my brokers to another one of my brokers. Will that action be treated as selling & buying & therefore taxed?
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10 years ago
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401K Withdrawal (checkwriting) fees
I received a letter from my 401K that they would now be charging $6.00 check writing fee for any payment from the plan. Off hand I do not know how often most people with draw from a 401K after...
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10 years ago
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