Financial Planning

mutual fund transaction fees

Has anyone held a Charles Schwab "OneSource" mutual fund for several years then sold it and incurred a $50 transaction...

0 comments posted 18yrs

posted by tx3400

0 comments posted 18yrs posted by tx3400

10-year performance of asset classes

I read this from Morningstar today ************************************************************************************...

1 comments posted 18yrs

posted by beliavsky

1 comments posted 18yrs posted by beliavsky

Social Security Confusion

=========================================================================1. If you can delay taking your benefit, you s...

7 comments posted 18yrs

posted by spam

7 comments posted 18yrs posted by spam

K-1 form for limited partnership

I invested $100K as a limited partner in a hedge fund in 2006, which declined to $49K, but when I use Turbotax, I am su...

3 comments posted 18yrs

posted by beliavsky

3 comments posted 18yrs posted by beliavsky

What's the difference between SEP IRA and ROTH IRA?

First some background: I am a 27 year old sole proprietor of my own business. I have no employees. So I'm trying to res...

16 comments posted 18yrs

posted by digitalcostas

16 comments posted 18yrs posted by digitalcostas

"You have a new bill from Chase Credit Cards"

Credit card companies are getting aggressive with service fees. My latest misadventure with electronic billing (email t...

27 comments posted 18yrs

posted by zxcvbob

27 comments posted 18yrs posted by zxcvbob

When is my RMD due?

I was 70 in Aug 06. What is the deadline for my RMD. I am getting different answers from my funds and CPA.

4 comments posted 18yrs

posted by otf70

4 comments posted 18yrs posted by otf70

New Company, Old 401k

I worked for a company with a really good 401k plan. Then, I left that company. Now I am working for another company, b...

8 comments posted 18yrs

posted by lloyd.sargent

8 comments posted 18yrs posted by lloyd.sargent

403(b)/457(b) question

I work for a large school district which offers a 403(b) defined benefit retirement plan known as "ERA". They have anno...

7 comments posted 18yrs

posted by cowartmisc1

7 comments posted 18yrs posted by cowartmisc1

Penalty for early withdrwal annuity

If because an insurance salesman in a bank did not make himself clear a deferred annuity was sold, and it is now closed...

6 comments posted 18yrs

posted by sammy.finkelman

6 comments posted 18yrs posted by sammy.finkelman

Non-qualified Annuity Beneficiary Designation

Assuming there is no spouse, what are some pros/cons for designating the owner/annuitant as the beneficiary? For simpli...

0 comments posted 18yrs

posted by BnetOnewsX

0 comments posted 18yrs posted by BnetOnewsX

0% Balance Transfer Offer

Hi Group My fiance is changing jobs and has a small 401k loan to pay back.Can you use the 0% offers to pay the loan off...

13 comments posted 18yrs

posted by big_ragu50

13 comments posted 18yrs posted by big_ragu50

Term Life Insurance

I have a single premium life insurance policy since 1985 that had basically forgotten about. I paid a one-time premium...

13 comments posted 18yrs

posted by sandyhb6

13 comments posted 18yrs posted by sandyhb6

From Allianz to Jackson Annuity

Hi. I am not a finance person, but have a financial adviser that recommends our family do a 1035 exchange from our curr...

2 comments posted 18yrs

posted by dushkin

2 comments posted 18yrs posted by dushkin

Home equity loan

A friend of mine recently lost his job - he owns a home and it has some equity on it. Can he apply now for a home equit...

4 comments posted 18yrs

posted by tapsen7

4 comments posted 18yrs posted by tapsen7