Financial Planning

IRA To Swiss Bank

I have an IRA account that is maturing here shortly. Am I allowed to roll it over into a Swiss bank? Seems unlikely, bu...

6 comments posted 17yrs

posted by carcha

6 comments posted 17yrs posted by carcha

The Housing Issue

I live in a small town. I can't help but notice there are for sale signs all over the place here, I've never seen so ma...

1 comments posted 17yrs

posted by iarwain_8

1 comments posted 17yrs posted by iarwain_8

Limited liability for a financial advisory business

I am starting a financial advisory business. At this point, I plan to have a newsletter to which people can subscribe,...

11 comments posted 17yrs

posted by james.smith99

11 comments posted 17yrs posted by james.smith99

L/T Capital Gains Tax Exemption

According to this month's AARP magazine, Congress is allowing (through 2010?) a tax break on securities held longer tha...

4 comments posted 17yrs

posted by badinage

4 comments posted 17yrs posted by badinage

American Funds Capital World G/I A

Any thoughts on this fund? My broker wants me to put $20,000 into it. I know it has been down this year (like almost al...

4 comments posted 17yrs

posted by stonej

4 comments posted 17yrs posted by stonej

Church pledges

I realize that the following is technically a legal question, but it is also a financial planning issue. So here goes....

4 comments posted 17yrs

posted by skip5700removethis

4 comments posted 17yrs posted by skip5700removethis

Fannie & Freddie

Does the takeover/bailout affect GNMA funds? If so, how? I don't own any such funds, by my mother's income, while she l...

1 comments posted 17yrs

posted by erichktn

1 comments posted 17yrs posted by erichktn

Calculating a present value in a pension?

For purposes of creating a personal balance sheet, how does one represent the present value of a future defined-benefit...

4 comments posted 17yrs

posted by mopsadorcas

4 comments posted 17yrs posted by mopsadorcas

Hi-rate online savings account allowing 3 owners?

My mom just closed on her condo. She already has investments that she has (unfortunately) been selling for living expen...

2 comments posted 17yrs

posted by garbageaddress

2 comments posted 17yrs posted by garbageaddress

Are fund managers worth their salt?

I notice most fund managers have fancy corporate titles or Ivy league degrees but have very little street smarts busine...

2 comments posted 17yrs

posted by nonsense

2 comments posted 17yrs posted by nonsense

Where to invest my SEP?

Thanks to all the fantastic replies , I went ahead and opened a SEP with Fidelity. Based on my business income I calcul...

5 comments posted 17yrs

posted by nonsense

5 comments posted 17yrs posted by nonsense

Early retirement

I'd like to see comments on the issue of early retirement. First, consumers in their 50s and 60s spend more on healthca...

23 comments posted 17yrs

posted by skip5700removethis

23 comments posted 17yrs posted by skip5700removethis

Calculating rate of return from a stream of investments

Hi, Suppose you are investing several times into a single stock, mutual fund, etc. What is the proper way of calculatin...

3 comments posted 17yrs

posted by james.smith99

3 comments posted 17yrs posted by james.smith99

Estate account and FDIC

My wife very recently passed away and I am going to have to set up an estate account for a year or two. Not a large est...

4 comments posted 17yrs

posted by d

4 comments posted 17yrs posted by d

upon death - what happens to your accounts

we were chatting with some extended family members, and was wondering about some death issues... So - what happens when...

7 comments posted 17yrs

posted by pschuman_no_spam_me

7 comments posted 17yrs posted by pschuman_no_spam_me