Financial Planning

Changes to AMT?

I hear vague reports of changes to AMT. Does anybody know the specifics that congress has proposed? Will this effect pe...

6 comments posted 18yrs

posted by nospam

6 comments posted 18yrs posted by nospam

Is there a ticker symbol that follows annuity payouts?

Every once in a while I'll go to a web site and get an annuity quote to see how the quotes vary over time. There has be...

4 comments posted 18yrs

posted by none

4 comments posted 18yrs posted by none

long term health care plans

as us baby boomers age.... Where do we begin to investigate Long Term Health Care plans that will come into effect when...

27 comments posted 18yrs

posted by pschuman_NO_SPAM_ME

27 comments posted 18yrs posted by pschuman_NO_SPAM_ME

Keeping Keogh while opening indy 401(k)

I'm self-employed and incorporated. I want to open an individual 401(k) and manage it myself while leaving intact a Keo...

0 comments posted 18yrs

posted by east.mass

0 comments posted 18yrs posted by east.mass

MMA - is it for real?

I was approached by someone who wants me to buy the MMA pay off your house soon program. It's $3,500. I want to think t...

20 comments posted 18yrs

posted by tom933

20 comments posted 18yrs posted by tom933

Question about SEP IRA for S-Corp

I know there are percentage limits on the SEP IRA for what someone can contribute. With my S-Corp, I pay myself a salar...

1 comments posted 18yrs

posted by cmay

1 comments posted 18yrs posted by cmay

Meeting with Estate planning attorney- how to prepare?

My wife and I are meeting with an estate planning attorney this week. Primary issue is getting a will done. Will and li...

7 comments posted 18yrs

posted by noreplysoccer

7 comments posted 18yrs posted by noreplysoccer

Seeking Information on Filing a Formal Complaint

Hello all. I did a quick search and haven't found any threads to do with filing complaints, so I hope it is an acceptab...

18 comments posted 18yrs

posted by haunted

18 comments posted 18yrs posted by haunted

Why SS calculator does not match statement?

Why doesn't the results of the Soc Sec "Online Calculator" per se match the results shown in my 2007 statement? (Note:...

8 comments posted 18yrs

posted by whatsupdoc205

8 comments posted 18yrs posted by whatsupdoc205

How to invest off shore?

I'd like to invest some money and keep it in a non-taxed account. I've heard of the caymans and other offshore banks. Ho...

3 comments posted 18yrs

posted by bonanzaman

3 comments posted 18yrs posted by bonanzaman

Using the Charitable Gift Fund

I'm recently retired, living on Social Security and distributions from my IRA, and own my house free and clear so that...

3 comments posted 18yrs

posted by dave_and_darla

3 comments posted 18yrs posted by dave_and_darla

Social Security retirement delay credit not compounded

See http://www.ssa.gov/OACT/ProgData/ar_drc.html Although baby boomers are supposed to get 8% credit for each year up to...

2 comments posted 18yrs

posted by ron

2 comments posted 18yrs posted by ron

minor beneficiaries

Hi, This question is being triggered because Fidelity does not seem to allow a testamentary trust to be a beneficiary o...

3 comments posted 18yrs

posted by nesss01

3 comments posted 18yrs posted by nesss01

403(b) Allocation/Emerging Markets question

I've posted a few times here and people have given me wise responses. I finally set up 403 account with Vanguard. I'll...

4 comments posted 18yrs

posted by pallavgupta

4 comments posted 18yrs posted by pallavgupta

housing futures

Futures on house price indices, based on the S&P/Case-Shiller Metro Area Home Price Indices, now trade at the Chicago M...

1 comments posted 18yrs

posted by beliavsky

1 comments posted 18yrs posted by beliavsky