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Roth & bank cert. of deposit (CD) vs IRS 1099

I have Roth IRA funds invested in a bank 2 year Certificate of Deposit (CD). I opened this CD February 2012, it matures...
1 comments posted 13yrs
posted by ka0fpj
1 comments posted 13yrs posted by ka0fpj

WSJ: Say Goodbye to the 4% Rule

There are plenty of articles about shortcomings of the 4% rule - which is still a great *starting point* if not a real...
1 comments posted 13yrs
posted by mifp
1 comments posted 13yrs posted by mifp

CD Strategy - The Power of Two

Let me start off by saying that I have never purchased a CD. I like Ally's CD offerings because there's no minimum and...
0 comments posted 13yrs
posted by woessner
0 comments posted 13yrs posted by woessner

Updated MIFP Graphics

Going through my Google Drive, I noticed that I have some lingering MIFP-related stuff. So I took the liberty of updati...
1 comments posted 13yrs
posted by woessner
1 comments posted 13yrs posted by woessner

Backdoor Roth Early Distribution

Suppose I make a non-deductible traditional IRA contribution and later take a distribution less than the amount of the...
0 comments posted 13yrs
posted by woessner
0 comments posted 13yrs posted by woessner

Buy, Hold, and Rebalance

Rick Ferri (kind of like a broken record, but at least it's a great song) on Buy, Hold, and Rebalance: http://www.rickf...
1 comments posted 13yrs
posted by mifp
1 comments posted 13yrs posted by mifp

cc refunds?

Here's a naive cc question... if you get a refund for return of a pricey item posted to your account AFTER being hit by...
2 comments posted 13yrs
posted by dumbstruc
2 comments posted 13yrs posted by dumbstruc

Tax Free Transfers to Charity

There is a nice benefit to direct transfers from your IRA to a charity. It avoids a large increase in you AGI and maint...
2 comments posted 13yrs
posted by FranksPlace2
2 comments posted 13yrs posted by FranksPlace2

What year for SEP IRA contributions apply?

I understand that SEP IRA contributions for self employed are based on ~19% of net profit. However, one does not know n...
1 comments posted 13yrs
posted by faraz
1 comments posted 13yrs posted by faraz

timing and credit score? - renew home equity line

Okay, we have a median price single family home in the suburbs with first mortgage paid off, and a home equity Line of...
3 comments posted 13yrs
posted by sparky
3 comments posted 13yrs posted by sparky

Surviving the Fiscal Cliff

Article from CNN/Money about surviving the fiscal cliff: http://money.cnn.com/2012/12/23/pf/taxes/financial-planner-fis...
2 comments posted 13yrs
posted by woessner
2 comments posted 13yrs posted by woessner

A muni meme is born

I was doing a write-up about the new Medicare tax on net investment income, and one thing that struck me is that tax-ex...
5 comments posted 13yrs
posted by tb.in.sf
5 comments posted 13yrs posted by tb.in.sf

Extra-large dividends this year?

Anyone tracking or have any idea how many companies are paying out extra-large dividends in advance of the upcoming tax...
3 comments posted 13yrs
posted by rlc-news
3 comments posted 13yrs posted by rlc-news