Financial Planning

Discussion on planning your personal finances.
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Only silver plan rebates OOP, unaffordable care act
  • dumbstruck
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1
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3K
dumbstruck
D
B
Trust Book Suggestion Explaining Options For A Trust For Grandson?
  • Bob
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2
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3K
Bob
B
D
Asset Placement into Various Account Types
  • Dave
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3
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3K
Beliavsky
B
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FDIC and NCUA insurance limits for trust accounts
  • Pico Rico
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2
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3K
Pico Rico
P
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Irrevocable Trust for "Small" Estate?
  • honda.lioness
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7
Views
3K
Beliavsky
B
R
How quickly should capital gains be realized in a taxable account?
  • Ron Peterson
Replies
9
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3K
David S. Meyers, CFP(R)
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D
Proven: best to increase stock allocation into retirement
  • dumbstruck
Replies
5
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3K
dumbstruck
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D
Obamacare Premium Tax Credit - Capital Gains - Losses
  • DanielleOM
Replies
6
Views
5K
Tad Borek
T
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UTG, Closed End Funds, and Leverage
  • honda.lioness
Replies
4
Views
3K
honda.lioness@gmail.com
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I
margin account and association with Form 1099-DIV
  • iramigut
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2
Views
3K
Pico Rico
P
D
Want to lease mineral rights to an oil company
  • Deb
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1
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3K
Rubaiyat of Omar Bradley
R
B
can you roll over the non-invested portion into a new 401k
  • barbara
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0
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3K
barbara
B
S
buying family home with no down payment.
  • sunnysunshine
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0
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3K
sunnysunshine
S
R
Why is there a point to munis?
  • Rich Carreiro
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4
Views
3K
Beliavsky
B
D
new credit card surcharge
  • dumbstruck
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4
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3K
Pico Rico
P
B
Media coverage of mutual fund holdings as a driver of flows
  • Beliavsky
Replies
0
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3K
Beliavsky
B
D
Obamacare Cliff & Roth Conversion
  • DanielleOM
Replies
0
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3K
DanielleOM
D
A
Antifragile
  • Avrum Lapin
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1
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3K
Ron Peterson
R
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Quciken versions
  • Pico Rico
Replies
1
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3K
Pico Rico
P
D
The Seven-Figure Portfolio Fee
  • David S. Meyers, CFP(R)
Replies
2
Views
2K
David@panix.com, S.Meyers@panix.com, CFP
D
H
my rate factor is .03235 for 36 month lease what is my interest rate ?
  • herman
Replies
2
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2K
Pico Rico
P
J
How much property tax can be paid in advance?
  • JoeTaxpayer
Replies
0
Views
2K
JoeTaxpayer
J
H
Five Return Limit for Efiling
  • honda.lioness
Replies
3
Views
2K
honda.lioness@gmail.com
H
P
fixed income historical data
  • Pierre Asselin
Replies
3
Views
2K
honda.lioness@gmail.com
H
B
Valuing 401k as a Benefit
  • Bill Woessner
Replies
8
Views
2K
David S Meyers CFP
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D
FINRA on 401(k) rollovers to IRAs
  • David S. Meyers, CFP(R)
Replies
0
Views
2K
David S. Meyers, CFP(R)
D
R
Share identification under bipartisan attack?
  • Rich Carreiro
Replies
5
Views
2K
Beliavsky
B
R
Question
  • Rubaiyat of Omar Bradley
Replies
0
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1K
Rubaiyat of Omar Bradley
R
H
The Historical P/E Ratio of 15
  • honda.lioness
Replies
1
Views
2K
Ron Peterson
R
B
Performance of top-rated Morningstar mutual funds
  • Beliavsky
Replies
0
Views
2K
Beliavsky
B
M
Medicaid Renewal
  • M Letter
Replies
3
Views
3K
honda.lioness@gmail.com
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J
IRA 59-1/2 (year or date?)
  • JoeTaxpayer
Replies
2
Views
2K
Tad Borek
T
T
transfers and taxes
  • Thompson Frank
Replies
4
Views
2K
news
N
D
401K Withdrawal (checkwriting) fees
  • DanielleOM
Replies
2
Views
2K
Tad Borek
T
N
eftps payment from e*trade
  • NS
Replies
0
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2K
NS
N
J
A convoluted Phase Out question
  • JoeTaxpayer
Replies
4
Views
2K
JoeTaxpayer
J
R
Do secondary LTD policies exist?
  • Rich Carreiro
Replies
1
Views
2K
bklynboy
bklynboy
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tax-adjusted wealth
  • Beliavsky
Replies
5
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2K
Tad Borek
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IRA MRD question
  • Thompson Frank
Replies
7
Views
2K
Ron Peterson
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R
When are you comfortable throwing out account statements?
  • Rich Carreiro
Replies
4
Views
2K
Tad Borek
T
D
Only 45% roll over - what do the other 55% do?
  • David S. Meyers, CFP(R)
Replies
1
Views
2K
JoeTaxpayer
J
F
Qualified Charitable Deductions
  • frank
Replies
2
Views
2K
Tad Borek
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D
I-Bonds “Real” Interest Rate Goes Back Above ZERO
  • David S. Meyers, CFP(R)
Replies
2
Views
2K
terrable
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R
what can I own in a roth IRA
  • Rainmaster35
Replies
1
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1K
JoeTaxpayer
J
B
jackson freedom flex DB annunity
  • bj
Replies
1
Views
2K
David S Meyers CFP
D
R
Laddering with defined-maturity bond funds?
  • Rich Carreiro
Replies
1
Views
2K
David S Meyers CFP
D
R
Achieving duration target via ladder or fund?
  • Rich Carreiro
Replies
1
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2K
David S Meyers CFP
D
R
Question - Luncheon
  • RyanCO
Replies
0
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2K
RyanCO
R
J
Dave Ramsey article I wrote
  • JoeTaxpayer
Replies
4
Views
2K
David S Meyers CFP
D
B
Financial planning forums
  • Beliavsky
Replies
2
Views
1K
JoeTaxpayer
J
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