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  1. States starting to escheat unannuitized VAs?
  2. Stock Screeners sabotoged
  3. pension plan weasel language?
  4. Cash in life insurance policy?
  5. Porfolio composition discussion
  6. Non invest financial plan
  7. Avoiding stocks that refinance
  8. Lessons from American Greed tv series?
  9. Forbes - 7 questions to test your financial literacy
  10. REITs, the false nirvana for yield?
  11. local or big companies for retirement and TOD
  12. bond funds and asset allocation
  13. new credit card surcharge
  14. Quicken: Investments tab, show Income
  15. Not so Portable Document Format (pdf archive pitfalls)
  16. Roth & bank cert. of deposit (CD) vs IRS 1099
  17. WSJ: Say Goodbye to the 4% Rule
  18. CD Strategy - The Power of Two
  19. Updated MIFP Graphics
  20. Backdoor Roth Early Distribution
  21. Buy, Hold, and Rebalance
  22. cc refunds?
  23. Tax Free Transfers to Charity
  24. Re: What year for SEP IRA contributions apply?
  25. Ultra-Short summary of American Taxpayer Relief Act
  26. timing and credit score? - renew home equity line
  27. Surviving the Fiscal Cliff
  28. What is a typical asset based fee schedule for a manager?
  29. A muni meme is born
  30. Extra-large dividends this year?
  31. question about TIPS via ETFs
  32. new bond/income funds
  33. New Visa and credit
  34. WSJ: Make the Most of Your First Meeting With a Financial Adviser
  35. college education account/trust for non-family members
  36. Social Security timing strategies
  37. Re: trusts advice needed
  38. iShares cuts expenses, creates new "core" funds
  39. I had 100 Nicor Shares. How much should I receive from AGL?
  40. NY Times: High Speed Trading
  41. Probate for non US citizen / non US resident
  42. AMT Patch proposed for 2012, 2013
  43. On Inheriting an IRA
  44. Should I sell RRSP's now that I live in the US?
  45. stock screening criteria
  46. Malkiel: Buy Stocks, not Bonds
  47. WSJ: College Debt Hits Well-Off
  48. NYTimes - What Some Investors Are Doing In Anticipation Of Tax Increase
  49. NYTimes: Our Ridiculous Approach to Retirement
  50. Investors' 10 most common mistakes
  51. Real interest rates - and Retirement in a Yield-Free World
  52. Choosing a 401K in this economy
  53. Roth IRA question
  54. jettison the car & insurance?
  55. Dividend Info for Huaneng Power Int. (HNP)
  56. Credit Card Compromised
  57. Posting to misc.invest.financial-plan
  58. Taxable account
  59. help on student loans!--270k!!
  60. Facebook Thread
  61. Recommended Financial Planning Programs for retirement withdrawalphase
  62. Roth Rollovers, taxes, expenses
  63. Luskin makes a case for a 30% stock market correction
  64. failed broker firms
  65. Allocation (taxable and non-taxable accounts)
  66. Taxes are done - what's the next issue?
  67. Reinvesting distributions becomes even dumber
  68. Best tool to see my entire financial picture?
  69. Re: High deductible home insurance options?
  70. 401k Force-Out - Received Distribution Check
  71. Ally Bank CD - 1yr vs 5yr (w/penalty)
  72. Dependent-care FSA vs tax credit
  73. Smoothing year to year income taxes
  74. Bond Sell-Off and TIPS
  75. bond issues
  76. Qualified Charitable Deductions, Part 3
  77. Why buy and hold doesn't work anymore
  78. Zvi Bodie pushes TIPs again...
  79. Return on Investment
  80. Estate Planning Question
  81. Estate Question
  82. Why is US govt obligation %age so different between BND and AGG?
  83. Redeem CD early for no penalty?
  84. cost basis - how far back till "missing"
  85. Average cost basis for mutual fund sales
  86. Posting to misc.invest.financial-plan
  87. Re: FWD: CD for 401k Investment
  88. FWD: annuities & low interest rates
  89. Re: FWD: CD for 401k Investment
  90. Re: FWD: CD for 401k Investment
  91. Pls explain bond terminology
  92. FWD: CD for 401k Investment
  93. social security statement
  94. Getting inherited IRAs into "normal" tax-deferred accounts
  95. Re: "Leftover" IRA Basis
  96. ideas how to reduce mortgage payment w/o refinancing?
  97. Re: whole life insurance
  98. Re: whole life insurance
  99. Don't follow the 4% rule
  100. whole life - current valuues
  101. Fidelity categorically refuses to use Q for Roth distributions
  102. mortgage lump-sum doesn't save money?
  103. Good long-term economical car ownership strategy?
  104. Can I buy a new IRA?
  105. Rising Dividends in 2011 and 2012
  106. Top 10 non-leveraged ETFs over the last year
  107. teacher - 403b - just for last couple years
  108. Social Security - beneficiary
  109. A Bill that didn't pass
  110. Coverdell Education Savings Account status?
  111. WSJ/Malkiel: Where To Put Your Money in 2012
  112. strong stocks not targeted by funds
  113. WSJ: How to Build Your Financial Dream Team
  114. zacks or morningstar membership?
  115. Re: whole life insurance
  116. Self-control strategies
  117. Re: whole life insurance
  118. Re: whole life insurance
  119. disappointment with Fidelity Premimum Services
  120. Scaling of tax form printouts?
  121. Re: How to Pay Your Financial Advisor
  122. Can wife still claim mortgage interest after husband dies ( husbandon mortgage, but both on deed)
  123. WSJ: The Bond Buyer's Dilemma - Burton Malkiel
  124. Re: How to Pay Your Financial Advisor
  125. Re: How to Pay Your Financial Advisor
  126. Persistence of outperformance - another Rick Ferri note
  127. ADRs and reported yield
  128. Some thoughts on Money Market Funds
  129. millionaire - what really makes the cut
  130. savings bonds - EE/HH - keep or redeem
  131. CD Laddering
  132. Rick Ferri on Corporate Bond ETFs vs. Funds
  133. advisability of limit orders?
  134. Some ETNs may implode soon?
  135. Qualified Charitable Deductions Part 2
  136. "How a Financial Pro Lost His House," NY Times
  137. Qualified Charitable Distributions
  138. 2012 rules & cost basis
  139. Depressing
  140. investing with factoring companies
  141. Refinancing. Is this scenario worth it?
  142. TIPS and zero/negative interest rates
  143. 401(k) Tax Changes May Be On Fast Track
  144. WSJ Op-Ed: A Short History of the Income Tax
  145. P/E10 Values
  146. making annuity liquid
  147. means testing of Social Security
  148. Re: Hulbert: Are Stocks Undervalued?
  149. Short term disability vs long term disability
  150. FAFSA
  151. FAFSA question (moderation error)
  152. Hulbert: Are Stocks Undervalued?
  153. How much of our final salary? (And Dan Ariely blog post re: advisors)
  154. Retirement Expenses
  155. Asset classes for ST bond portion of portfolio?
  156. Debt ceiling deal, S&P Downgrade
  157. Big Money Gets Into Landlord Game
  158. Mortgage vs cash
  159. Mortgage Payoff and Earthquake, Inflation
  160. All about fund yields
  161. alternative places to invest part II
  162. 529s for children and grandchildren
  163. Treasury Bond Secondary Market
  164. Re: Spousal Social Security
  165. Re: Spousal Social Security
  166. Successes in Financial Planning for the Low Income
  167. Slashing personal healthcare costs
  168. Asset allocation in Retirement
  169. The 4 ETF Starter Portfolio
  170. Stock vs bond investments in 401k vs taxable account
  171. Flee multi family housing?
  172. combining classic investment strategies
  173. Is this working?
  174. Portfolio backtesting tools
  175. Retirement Calculations
  176. Re: Converting 401k to Roth IRA
  177. $100k CD matures - where to put it now
  178. Converting 401k to Roth IRA
  179. Mutual Funds obsolete as buggy whips
  180. New MIFP Moderator
  181. Account number encoding
  182. condos - underwater vs payoff
  183. 2013 Medicare Tax
  184. Life insurance vs. 529 plan
  185. New Moderator
  186. rent vs. buy calculator from Cleveland Fed
  187. Certified Checks
  188. SEC yields "are like the square root of negative-1 in algebra"
  189. Term vs. whole life
  190. Term vs VUL
  191. Inflation?
  192. Income Tax Distribution - Real Data
  193. 403b vendor - mutual funds vs annuities
  194. Tax Foundation releases its marginal rate graphing tool
  195. Bonds - VBMFX vs VWESX
  196. Is it better to own investment RE via a corp, or as a person?
  197. Need a reality check on an apartment building investment
  198. Buying Investment Property With IRA Cash
  199. Taxable Account
  200. Life insurance payout
  201. Whither Roth?
  202. retirement/investment tax haven?
  203. ATT or Verizon
  204. Whither mid-caps? Value?
  205. Book Recommendation
  206. Annuity Question
  207. best place to park cash now
  208. Withdraw early from IRA for disaster preparedness
  209. A/B trust do-it-yourself?
  210. Re: Semi-hypothetical pension question
  211. Great chart on SP500 returns over time
  212. Re: Semi-hypothetical pension question
  213. Re: Semi-hypothetical pension question
  214. Re: Semi-hypothetical pension question
  215. Re: Semi-hypothetical pension question
  216. Re: Semi-hypothetical pension question
  217. What Type of Trust?
  218. tax software changeover?
  219. Cash Back vs 0% finance
  220. ETF
  221. Father passed away, what should I do with inheritance?
  222. Why the big SEC/actual field spread for VFSTX?
  223. Home v. gold chart
  224. Podcast discussion about National Debt worth listening to
  225. Contest to Improve Tax System
  226. Shorting Inverse Exchange Traded Funds
  227. Rules change on 529 plans on FAFSA applications?
  228. NY Times (Misleading?) Article: "Wall Street's Dead End"
  229. Investment Strategy
  230. Annuities inside a 401k
  231. "Safe" ratio of housing expenses to income
  232. Fiduciary responsibility
  233. Model portfolio, update
  234. Procedure to defer Roth conversion tax?
  235. Assigning beneficiary to accounts?
  236. Keep investing in same fund every year for traditional IRA?
  237. IRA Charitable Rollovers
  238. 2010 IRS Form 8829
  239. How have MLPs compared against the broader market
  240. Black Rock And Merrill Lynch ?
  241. alternative places to invest
  242. Rebalancing strategies?
  243. Before buying a foreclosure:
  244. Updated K-1 Schedule
  245. Many Banks May Resume Dividends
  246. teacher and 403b deduction
  247. FROM THE MODERATORS: Posting to misc.invest.financial-plan
  248. 2010 Schedule L
  249. Know anything about Dave Ramsey?
  250. Lots of Money Not Essential in Extreme Old Age