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Taxes in Retirement by
bo peep
As I near retirement age, I keep getting postcards from various local
insurance companies inviting me to attend "free" retirement seminars
where I can learn how to "avoid taxes on social security benefits and
IRA withdrawals". I'm not willing to sit and listen to an insurance
salesman for 1 to 2...
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Analytical Software (July 2009) by
max777
More than 5200 best analysis program, best trading systems, books, courses and seminars (64 CDs of RAR-archives + 34 DVD).
TradeStation 8.6 + OwnData 2.7 + more than 1000 systems
Ninja Trader 7.0.0.1
VantagePoint 8.0 (700 modules)
MultiCharts 5.0 GOLD (5.0.2369.400) + all addons
AmiBroker...
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FROM THE MODERATORS: Posting to misc.invest.financial-plan by
HW \Skip\ Weldon[_121_]
Misc.invest.financial-plan is a *moderated* newsgroup, meaning
moderators review posts to assure compliance with the newsgroup's
guidelines.
In general you can expect that any well-tempered post dealing with
general financial planning will be posted. Further:
1. Posters should trim posts to...
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Why are tax exempt munis paying so much ?? by
AndyS
Andy asks:
I have noticed that many tax exempt munis and tax exempt school
bonds are paying 4.5 to 5 %..... Lots of them... All AA and AAA rated,
many insured.
Since CDs are only paying 3 to 3.5%, tops, why are the munis
giving such good rates ?
Thanks,
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about TIPS by
anoop
For the TIPS rates at
http://bloomberg.com/markets/rates/,
does that include the fixed and CPI portions
of the interest rates?
There's an auction for 10-year TIPS in a few days
http://www.treas.gov/offices/domestic-finance/debt-management/auctions/auctions.pdf.
So I was wondering if I should buy...
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12b1 Fee by
HW \Skip\ Weldon[_118_]
Please help settle a debate.
When looking at American Fund's Washington Mutual (AWSHX), they show a
"total expense ratio" of .58% and a 12b1 fee of .24%.
Is the 12b1 IN ADDITION TO the .58%, or part of the .58%?
Thanks.
-HW "Skip" Weldon
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Health of Plan Admins by
Augustine
Since many banks and investment firms are mostly on the verge of
collapse, how deep in this muck, and therefore as leveraged and
illiquid, are plan administrators, such as Vanguard, Fidelity,
Oppenheimer, etc.?
TIA
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June 29th 09 04:11 AM
by Yadda
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FROM THE MODERATORS: Posting to misc.invest.financial-plan by
HW \Skip\ Weldon[_120_]
Misc.invest.financial-plan is a *moderated* newsgroup, meaning
moderators review posts to assure compliance with the newsgroup's
guidelines.
In general you can expect that any well-tempered post dealing with
general financial planning will be posted. Further:
1. Posters should trim posts to...
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Financial Planner question by
Kevin
Can someone tell me if Financial planners are regulated. I would also
like to know if they have to be licensed or so.
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June 26th 09 12:30 AM
by Don
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Life Insurance question by
pdxor
My wife will retire soon. She can take her pension in several ways
depending on if the term is for her life only, her life with a minimum
number of years, her life and then 50% to me as a survivor. or the
lowest amount for the time either of us is alive.
Is there a type of life insurance I can get...
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Undo a Rollover by
Augustine
When I changed jobs a couple of years ago, I rolled over my 401k to
the new company because it had better choices. However, with the
market slump, those choices are not that interesting anymore, so I'd
rather have rolled over into a personal Rollover IRA.
What are my alternatives now? Is it...
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Annual Return numbers PIMCO not making sense by
nonick
Hi,
I've been looking into moving some dollars into Pimco Total Return
Admin ( mutual fund) via my 401K with Wells Fargo. The Wells Fargo
website has good numbers for PIMCO Admin : 6 percent or so, per
year, per quarter, etc.
But when I chart it (PTRAX) , the value of the fund, ever...
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Finding an investment tax accountant by
Bill[_14_]
I need to find a tax accountant who is highly skilled in investment tax
issues. Are there any tools or techniques anyone can recommend to help
me find a CPA with the skill I need? Thanks.
--
..Bill.
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proxy voting by
cporro
my vanguard index funds have asked me to proxy vote. is there such a
thing as a proxy information booklet? i have no idea who these
trustees are or what these vaguely worded policies are.
i don't want to vote blind.
thanks
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proxy voting help! by
cporro
i searched and didn't find much here on the topic, so i'm posting.
i own 3 index funds through vangaurd. for the first time that i recall
in 9 years they are asking me to proxy vote. they seem very
encouraging. "vote no matter how many shares you have", vote to avoid
"expensive 2nd proxy...
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FDIC extends insurance coverage by
AndyS
Andy comments:
I just found out that the FDIC has increased their expiration date
for the
"250K per account" to Dec 31, 2013. Previously it was 31 Dec 2009.
You can read about it at www.fdic.gov
A couple other changes have been made in the area of revocable
trusts,
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June 16th 09 10:15 AM
by Yadda
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TARP Repayments Stir Debate: Is Financial Crisis Finally Over? by
Evandro Menezes
Not even close. So far, only the subprime mortgages have blown up.
Through 2011, AltA, ARM and OptionARM will be reset, triggering blow
ups along the way and decimating bank assets, which are already
illiquid.
It's more than Japan redux, but rather 1929 redux.
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