Financial Planning

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Stock Dilution

Does anyone know if stock dilution (as we are hearing about in regard to Merrill Lynch) affects preferred shares as wel...
1 comments posted 18yrs
posted by gene.f
1 comments posted 18yrs posted by gene.f

Retirement Cash Out...How BIG a Hit ???

[b]Hello...[/b] In addition to my 401K I have set up thru my employer...I have an Oppenheimer Mid-Cap & a Roth IRA set...
7 comments posted 18yrs
posted by sonic.max
7 comments posted 18yrs posted by sonic.max

What banks are safe?

With the failure of two independent banks on Friday, I am concerned about an account that my mother in an independent b...
12 comments posted 18yrs
posted by curiousgeorge408
12 comments posted 18yrs posted by curiousgeorge408

shredding lots of old statements/docs

I've got a couple of boxes of old brokerage statements going back to the 1980's. I'd like to get rid of them all, and g...
9 comments posted 18yrs
posted by pschuman_no_spam_me
9 comments posted 18yrs posted by pschuman_no_spam_me

Marginal rate definition

In the current thread discussing Bill W's adoption credit, a number of people are saying that he (and I) are incorrect...
16 comments posted 18yrs
posted by joetaxpayer
16 comments posted 18yrs posted by joetaxpayer

Financials in a fixed income account

My fixed income account is comprised of between 25% and 30% financial issues (preferreds, bonds, a few funds). After ta...
14 comments posted 18yrs
posted by gene.f
14 comments posted 18yrs posted by gene.f

Beneficiary IRA rolled over to 401(k) rollover

I'm 68 years old and have a work related 401(k) rollover brokerage account. I'd like to transfer my deceased spouses IR...
12 comments posted 18yrs
posted by drace10
12 comments posted 18yrs posted by drace10

Is my marginal tax rate really 67.53%?

My wife and I adopted a special needs child this year. According to what I've read in the IRS literature, that entitles...
13 comments posted 18yrs
posted by woessner
13 comments posted 18yrs posted by woessner

Article about CDARS and other alternatives

This popped up during my reading this morning: Today, with deposit insurance more critical than ever, a growing number...
0 comments posted 18yrs
posted by BreadWithSpam
0 comments posted 18yrs posted by BreadWithSpam

uncertain about my Fidelity IRA and the economy

I have been somewhat nervous about the economy. I feel that if the Iraq war does not end soon, or that the US attacks I...
54 comments posted 18yrs
posted by wbsurfver
54 comments posted 18yrs posted by wbsurfver

Juicy RSS feeds for financial awareness?

RSS feeds can be a revolutionary way to maintain awareness of relevant news and articles in a fraction of the normal ti...
3 comments posted 18yrs
posted by dumbstruc
3 comments posted 18yrs posted by dumbstruc

Hold Financial Preferreds?

Hi, First time poster with a question. I find myself holding a number of preferred financial stocks in my fixed income...
2 comments posted 18yrs
posted by gene.f
2 comments posted 18yrs posted by gene.f

Moderator vacations

Posters to this newsgroup may experience slow posting from July 25 - August 2. This is one of those times each year tha...
0 comments posted 18yrs
posted by skip5700removethis
0 comments posted 18yrs posted by skip5700removethis

savings bonds - EE vs I -

Happen to cash in some "mature 30yr" EE savings bonds from when I was a kid. The bank person mentioned that she still d...
4 comments posted 18yrs
posted by pschuman_no_spam_me
4 comments posted 18yrs posted by pschuman_no_spam_me

American Funds sales charges?

My adviser recommended American Funds Growth Fund of America and EuroPacic Growth Fund along with several other America...
14 comments posted 18yrs
posted by chip.wood
14 comments posted 18yrs posted by chip.wood