Financial Planning

2143 Threads Posts
to

iShares distribution estimates?

Have any of you who invest in iShares ETFs been able to get estimated distribution information out of them? They publis...
0 comments posted 18yrs
posted by rlc-news
0 comments posted 18yrs posted by rlc-news

UGMA / UTMA to 529 Plan Strategy - Legal? Make Sense?

I've got a nice chunk of change invested in UGMA / UTMA accounts for my kid's college (4 years away). I am the custodia...
13 comments posted 18yrs
posted by scott.d.brenner
13 comments posted 18yrs posted by scott.d.brenner

Long Term Goal

Hi this is vishwas. I am working with a Pension administration company. and my monthly saving in INR is 23000/- (RS) my...
10 comments posted 18yrs
posted by vishwas_invest1
10 comments posted 18yrs posted by vishwas_invest1

Medicare

Anybody out there of Medicare age? I'm approaching, and am trying to decide which way to go. There's lots of material o...
8 comments posted 18yrs
posted by self
8 comments posted 18yrs posted by self

longevity annuities

A new paper says that a retiree can increase her sustainable spending rate if she purchases a "longevity annuity" -- a...
11 comments posted 18yrs
posted by beliavsky
11 comments posted 18yrs posted by beliavsky

one small point about HSA accounts

(taken from the bogleheads discussion forum with minor edits) Quote: Almost seems like it makes sense to leave the fund...
1 comments posted 18yrs
posted by bob
1 comments posted 18yrs posted by bob

Market value of partnership interest

How do you determine the liquidation value of a limited partnership interest? Is it the same as the Capital Account valu...
0 comments posted 18yrs
posted by taralid
0 comments posted 18yrs posted by taralid

529 or mutual funds, or something else?

We just had our first baby and want to start putting away some money for his college education. I've heard good things...
4 comments posted 18yrs
posted by brandonriffel
4 comments posted 18yrs posted by brandonriffel

Limited 401K options ... IRA?

Hi. It seems that my company's 401K investment options are quite limited, so can open an IRA with a company with better...
31 comments posted 18yrs
posted by kramer.newsreader
31 comments posted 18yrs posted by kramer.newsreader

can one have multiple Roth IRA accounts

currently, I have a roth ira with vanguard and traditional ira with dreyfus is it possible to open another roth ira for...
4 comments posted 18yrs
posted by mnn
4 comments posted 18yrs posted by mnn

need advice

I have over $150,000 in CD that gives me 5.3%-I get about $800 a month...I need the income---like the safe principle--b...
4 comments posted 18yrs
posted by mbalar
4 comments posted 18yrs posted by mbalar

Bond strategy

I mentioned my problems with lack of tax-advantaged accounts in my portfolio outside of the 401K (see "REIT strategy")....
14 comments posted 18yrs
posted by defaultuserbr
14 comments posted 18yrs posted by defaultuserbr

REIT strategy

I've only recently been getting smarter about investing. I've read books and done online research, and I've come up wit...
11 comments posted 18yrs
posted by defaultuserbr
11 comments posted 18yrs posted by defaultuserbr

market vs. limit orders

http://www.chicagogsb.edu/capideas/oct07/4.aspxThe Limit Order Effect:Understanding the Behavior of Uninformed Investor...
46 comments posted 18yrs
posted by beliavsky
46 comments posted 18yrs posted by beliavsky

Capital gains on land sale

I went into a joint venture with my brother on a land purchase about 15 years ago. We bought 200 acres for resale. It w...
5 comments posted 18yrs
posted by laedeketrading
5 comments posted 18yrs posted by laedeketrading