Financial Planning

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gift and estate tax exclusions

Im confused about something. Lets assume a mother gives a son 32k per year as a gift. We know that currently, 12k per y...
0 comments posted 18yrs
posted by removethjis
0 comments posted 18yrs posted by removethjis

can anyone identify the fund tickers

our 401k plan got these in a fund called International and I cant locate any tickers for the SSgA items 35% - SSgA Inte...
2 comments posted 18yrs
posted by ph
2 comments posted 18yrs posted by ph

Life Insurance Beneficiary

Hi, I am actually posting this question for my mom in regards to a term- life policy she holds. On the policy, the bene...
8 comments posted 18yrs
posted by rjsmi21
8 comments posted 18yrs posted by rjsmi21

Reducing AGI

Is there someway to reduce AGI for a person on SS and pensions? Capital losses only works to $3000, and there's no defer...
3 comments posted 18yrs
posted by ron
3 comments posted 18yrs posted by ron

Duplex sale and residential exclusion

Situation: Owner of duplex has lived in half and rented the other half of a duplex for almost 50 years. Is going to sel...
3 comments posted 18yrs
posted by skip5700removethis
3 comments posted 18yrs posted by skip5700removethis

Do I need life insurance?

I am 30 years old, single and have net worth around 400k. A life insurance agent is trying to rope me into buying his p...
15 comments posted 18yrs
posted by oprah.chopra
15 comments posted 18yrs posted by oprah.chopra

New 401k plan, questions on "funds"

My company was bought out by Siemens earlier this year. For the first time I can see the detailed info of funds in 401k...
4 comments posted 18yrs
posted by noreplysoccer
4 comments posted 18yrs posted by noreplysoccer

causes of subprime crisis

http://jewishworldreview.com/cols/sowell103007.php3Jewish World Review Oct. 30, 2007Political 'solutions'by Thomas Sowe...
1 comments posted 18yrs
posted by beliavsky
1 comments posted 18yrs posted by beliavsky

Treasury Bonds & AMT

Is the interest derived from treasury bonds subject to AMT? It's a really simple question. I thought I'd be able to Goo...
8 comments posted 18yrs
posted by woessner
8 comments posted 18yrs posted by woessner

Another Soc Sec question

My mother says, "I originally received Soc Sec benefits as a survivor, not based on my own earnings". Could that be rig...
2 comments posted 18yrs
posted by nomail1983
2 comments posted 18yrs posted by nomail1983

Taxable/tax-advantaged allocations

Back a week or so I posted about REITs and bonds. I mentioned at the time that due to a late start in serious investing...
25 comments posted 18yrs
posted by defaultuserbr
25 comments posted 18yrs posted by defaultuserbr

Over-contributed to IRA , now what?

I opened a ROTH and traditional IRA a few years ago when my yearly income was around 60k. I put 3k/year in them. Now my...
2 comments posted 18yrs
posted by oprah.chopra
2 comments posted 18yrs posted by oprah.chopra

Q: What to do with IRA loss?

I have both Roth IRA and traditional IRA. Both have lost significant percentage of contribution/rollover. I have not ma...
8 comments posted 18yrs
posted by tcruise
8 comments posted 18yrs posted by tcruise

A Good Look at the Subprime Mess

Here is an excellent article on how the sub prime mess was created, how it is playing out, who is winning, who is losin...
55 comments posted 18yrs
posted by post
55 comments posted 18yrs posted by post