Financial Planning

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4% rule (paper by Sharpe, Scott, and Watson)

Here is a paper criticizing the often-cited "4% rule". http://papers.ssrn.com/sol3/papers.cfm?abstract_id05652Efficien...
24 comments posted 18yrs
posted by beliavsky
24 comments posted 18yrs posted by beliavsky

Self-Directed IRA, Investment Property & Mortgage

My wife and I are considering a somewhat unique real estate investment opportunity. I've heard that it's possible to pu...
3 comments posted 18yrs
posted by woessner
3 comments posted 18yrs posted by woessner

Roth account transfer

I'm considering a Roth account from one institution to another. I'm still finding out about fees. There may be a fee fo...
3 comments posted 18yrs
posted by defaultuserbr
3 comments posted 18yrs posted by defaultuserbr

Relgular to Roth IRA conversion questions

We are both retired, ages 61 & 62. We started regular IRA's in the 80's. Then we started Roths when they came into bein...
1 comments posted 18yrs
posted by sandyhb6
1 comments posted 18yrs posted by sandyhb6

Anyone used Zecco?

Hey all, I want to roll a 401(k) into Roth and traditional IRAs and I'm thinking about trying Zecco as an online broker...
2 comments posted 18yrs
posted by wwtrice
2 comments posted 18yrs posted by wwtrice

Are all posts displayed?

I've written 3 posts lately, 2 were replies and the one yesterday was a new posting, asking questions about a IRA-Roth...
0 comments posted 18yrs
posted by sandyhb6
0 comments posted 18yrs posted by sandyhb6

ROTH IRA useless?

I opened a ROTH and traditioanl IRA a few years ago and put $1500 into each per year. I really did not know anything ab...
26 comments posted 18yrs
posted by oprah.chopra
26 comments posted 18yrs posted by oprah.chopra

More on whether I should annuitize

I'm 64.5, in moderately good health, but with no assets other than savings/retirement money. I rent an apartment. Altho...
9 comments posted 18yrs
posted by louise
9 comments posted 18yrs posted by louise

Tax rightoffs?

Can I balance off a stock loss sale this year against taxes due on a conventional IRA sale?
3 comments posted 18yrs
posted by otf70
3 comments posted 18yrs posted by otf70

Combining various IRA Accounts

At my broker I have 3 different IRA Accounts setup. 2 accounts are rollovers from 401k's I had at previous employeers....
3 comments posted 18yrs
posted by cinerama
3 comments posted 18yrs posted by cinerama

Financial Advise

I have made a graff of all my financial waste and bills a month and wanted to see if someone here would give me some ad...
2 comments posted 18yrs
posted by laprima128
2 comments posted 18yrs posted by laprima128