Financial Planning

  1. Home
  2. Financial Planning
2143 Threads Posts
to

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 t...
4 comments posted 12yrs
posted by gno52
4 comments posted 12yrs posted by gno52

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....
2 comments posted 12yrs
posted by danielle.e
2 comments posted 12yrs posted by danielle.e

The Historical P/E Ratio of 15

Several years ago I queried if there was a rational, numerically meaningful reason for why the price-over-earning ratio...
1 comments posted 12yrs
posted by honda.lioness
1 comments posted 12yrs posted by honda.lioness

Share identification under bipartisan attack?

Happened to see this on Kaye Thomas's Fairmark site today and wanted to pass it along: "...both President Obama and Dav...
5 comments posted 12yrs
posted by rlc-news
5 comments posted 12yrs posted by rlc-news

eftps payment from e*trade

Has anyone tried making an EFTPS payment from their E*Trade account (i.e. given the E*Trade brokerage account as the on...
0 comments posted 12yrs
posted by nshadagopan
0 comments posted 12yrs posted by nshadagopan

A convoluted Phase Out question

I've studied how the effect of taxation of Social Security benefits can create a phantom 46.25% 'bracket' for a single...
4 comments posted 12yrs
posted by JoeTaxpayer
4 comments posted 12yrs posted by JoeTaxpayer

tax-adjusted wealth

At my brokerage firm I have taxable, traditional IRA, and Roth IRA accounts. The taxable account has unrealized capital...
5 comments posted 12yrs
posted by beliavsky
5 comments posted 12yrs posted by beliavsky

IRA MRD question

77 yo here. With the extremely high probablity of tax rates increasing the remainder of my life should I consider withd...
7 comments posted 12yrs
posted by gno52
7 comments posted 12yrs posted by gno52

Only 45% roll over - what do the other 55% do?

A statistic quoted in a recent Kiplingers Letter: > About 45% of folks who get a lump sum from an employer-sponsored re...
1 comments posted 12yrs
posted by mifp
1 comments posted 12yrs posted by mifp

Do secondary LTD policies exist?

My employer provides long-term disability coverage as an employer-paid benefit (they are also smart enough to run it th...
0 comments posted 12yrs
posted by rlc-news
0 comments posted 12yrs posted by rlc-news

Qualified Charitable Deductions

QCDs are a direct donation to an established charity from an IRA without impacting Adjusted Gross Income. It does count...
2 comments posted 12yrs
posted by frank
2 comments posted 12yrs posted by frank

I-Bonds Real Interest Rate Goes Back Above ZER O

I-Bonds Real Interest Rate Goes Back Above ZERO for the first time since the rate was set to zero back in Nov, 2010. Fo...
2 comments posted 12yrs
posted by mifp
2 comments posted 12yrs posted by mifp

what can I own in a roth IRA

Instead of owning stocks in a Roth Account, Can I own a house in my Roth Account.
1 comments posted 12yrs
posted by Rainmaster35
1 comments posted 12yrs posted by Rainmaster35

Laddering with defined-maturity bond funds?

Just curious if any of the pros (or laypeople) have any opinions on the pros and cons of building a bond ladder out of...
1 comments posted 12yrs
posted by rlc-news
1 comments posted 12yrs posted by rlc-news