misc.invest.financial-plan posts index

Go To Mortgage 101

Re: payoff car loan or pay towards mortgage?

payoff car loan or pay towards mortgage?

Re: How to?

Re: Any recommendations - Best Money market rates ?

Re: How to?

Re: 529 college savings plan - good or bad?

Re: Hidden taxes or fees on Roth distributions?

Re: How to?

Re: Any recommendations - Best Money market rates ?

Re: How to?

Re: Hidden taxes or fees on Roth distributions?

Hidden taxes or fees on Roth distributions?

Re: Universal Life Insurance

Re: Non-qualified annuity. Minimum required distribution rules.

Re: CD's Insured

Re: Universal Life Insurance

Re: How to?

Re: Universal Life Insurance

Re: Home Refinance Options

Re: Universal Life Insurance

Re: Political parties and investments

Re: Home Refinance Options

Home Refinance Options

Re: How to?

Re: Universal Life Insurance

Re: Political parties and investments

Re: Universal Life Insurance

Re: Political parties and investments

Re: How to?

Re: Universal Life Insurance

Re: Political parties and investments

Re: Some basic financial advise needed

Re: Universal Life Insurance

Re: financial planning in unusual circumstances

Re: Universal Life Insurance

Re: financial planning in unusual circumstances

Re: Universal Life Insurance

Re: financial planning in unusual circumstances

financial planning in unusual circumstances

Re: Universal Life Insurance

Political parties and investments

Re: Universal Life Insurance

Universal Life Insurance

Re: Help with financial plan for recent graduate!

Re: Advice for small investment

Re: Newbie Question Re Buying Home

Re: ROI on Social Security --

Re: Lender will not let me make Bi-monthly payments???

Re: 401K Performance

Re: Advice for small investment

Re: World Financial Group

Re: Financial Bind

survivorshsip bias in mutual fund returns

Re: Some basic financial advise needed

Re: commodity futures returns

Re: Some basic financial advise needed

Re: Isn't Real Estate Really A Lousy Investment?

Re: Some basic financial advice needed

Re: ROI on Social Security --

Re: 401K Performance

Re: Isn't Real Estate Really A Lousy Investment?

Re: Some basic financial advise needed

Re: Some basic financial advice needed

Re: Some basic financial advise needed

Re: Some basic financial advice needed

Re: 401K Performance

401K Performance

Re: Some basic financial advise needed

Re: Isn't Real Estate Really A Lousy Investment?

Re: Some basic financial advise needed

Request from Moderator

Re: Isn't Real Estate Really A Lousy Investment?

Some basic financial advise needed

Re: Advice for small investment

Re: Isn't Real Estate Really A Lousy Investment?

Re: World Financial Group

Re: commodity futures returns

Re: Isn't Real Estate Really A Lousy Investment?

commodity futures returns

World Financial Group

Re: Isn't Real Estate Really A Lousy Investment?

Re: Buying a house with 100% cash vs. getting a mortgage

Re: Isn't Real Estate Really A Lousy Investment?

Re: Buying a house with 100% cash vs. getting a mortgage

457 Plan Eligibility?

Re: Financial Bind

Financial Bind

403b, 457b, Soc Sec, and early retirement, please clarify for me

Re: Buying a house with 100% cash vs. getting a mortgage

Re: Advice for small investment

World Financial Group

Re: Advice for small investment

Re: What to do..

Re: what triggers AMT?

Re: Buying a house with 100% cash vs. getting a mortgage

Re: Where's a good place online to open a Simple Business IRA?

Re: World Financial Group

Re: What to do..

Re: Buying a house with 100% cash vs. getting a mortgage

Re: What to do..

Re: Buying a house with 100% cash vs. getting a mortgage

Buying a house with 100% cash vs. getting a mortgage

Re: Where's a good place online to open a Simple Business IRA?

Re: A Special Situation.

World Financial Group

Re: What to do..

World Financial Group

Re: What to do..

Re: SEP IRA for 2002 - Can I contribute now

SEP IRA for 2002 - Can I contribute now

Re: What to do..

Re: What are cash flow investments?

Re: Financial Advice sought for young couple...

Re: What are cash flow investments?

Re: Financial Advice sought for young couple...

What are cash flow investments?

Re: Financial Advice sought for young couple...

Re: A Special Situation.

Re: Financial Advice sought for young couple...

Financial Advice sought for young couple...

Re: What to do..

Re: A Special Situation.

Re: What to do..

Re: Newbie Question Re Buying Home

Re: Lender will not let me make Bi-monthly payments???

Re: Where to put xtra money: 401k vs mortgage?

Re: Newbie Question Re Buying Home

Re: Where to put xtra money: 401k vs mortgage?

Where to put xtra money: 401k vs mortgage?

Re: Newbie Question Re Buying Home

Newbie Question Re Buying Home

Help with financial plan for recent graduate!

Advice for small investment

Re: Lender will not let me make Bi-monthly payments???

Re: What to do..

Re: Lender will not let me make Bi-monthly payments???

UK Portfolio, resident of Canada

Re: Lender will not let me make Bi-monthly payments???

Re: What to do..

Re: Lender will not let me make Bi-monthly payments???

Re: What to do..

Re: Lender will not let me make Bi-monthly payments???

Lender will not let me make Bi-monthly payments???

What to do..

Re: A Special Situation.

Re: Help with profit sharing plan

Re: A Special Situation.

Help with profit sharing plan

Re: what to do

Re: Determing job offer based on retirement plans

Re: A Special Situation.

Is it worth having a small private pension?

A Special Situation.

Re: World Financial Group

Re: what to do

Re: World Financial Group

Re: what to do

I need loan advice

Re: Calculator Advice Needed

Calculator Advice Needed

Re: I need loan advice

Determing job offer based on retirement plans

Re: ROI on Social Security -- Now NEGATIVE?

Re: Investing---where to start?

Re: I need loan advice

Re: How to determine the value of dollar in 10 years?

Re: what triggers AMT?

Re: Investing---where to start?

Re: I need loan advice

Re: Investing---where to start?

Re: How to determine the value of dollar in 10 years?

Re: Investing---where to start?

Investing---where to start?

Re: ROI on Social Security -- Now NEGATIVE?

Re: I need loan advice

Re: Repaying back home equity loan - best way?

Re: How to determine the value of dollar in 10 years?

Re: ROI on Social Security -- Now NEGATIVE?

Re: I need loan advice

Re: How to determine the value of dollar in 10 years?

Re: ROI on Social Security -- Now NEGATIVE?

I need loan advice

Re: I accidentally contributed to my Rollover IRA account

How to determine the value of dollar in 10 years?

Re: ROI on Social Security -- Now NEGATIVE?

Repaying back home equity loan - best way?

Re: I accidentally contributed to my Rollover IRA account

Re: Student aid is mostly debt

Re: Place to Park Corporate Money

Re: Retired couple/buy home??

Re: Student aid is mostly debt

Re: Retired couple/buy home??

Re: I accidentally contributed to my Rollover IRA account

Re: Student aid is mostly debt

Retired couple/buy home??

Re: I accidentally contributed to my Rollover IRA account

Re: Place to Park Corporate Money

Re: I accidentally contributed to my Rollover IRA account

Re: Student aid is mostly debt

Re: I accidentally contributed to my Rollover IRA account

Re: Asset Allocation

Re: Place to Park Corporate Money

Re: Student aid is mostly debt

Re: Life insurance for young heir.

Re: Student aid is mostly debt

Re: Asset Allocation

Re: I accidentally contributed to my Rollover IRA account

Re: Asset Allocation for guy w/big pension

Re: I accidentally contributed to my Rollover IRA account

Re: Asset Allocation for guy w/big pension

Re: Place to Park Corporate Money

Re: what triggers AMT?

Re: I accidentally contributed to my Rollover IRA account

Re: Student aid is mostly debt

Re: Asset Allocation

Re: Student aid is mostly debt

Student aid is mostly debt

Re: New to the investment world and with sharebuilder.com

Re: Asset Allocation for guy w/big pension

Re: I accidentally contributed to my Rollover IRA account

Re: Car Loan on Credit Card?

Re: 403(b) transfer

what triggers AMT?

Re: New to the investment world and with sharebuilder.com

Asset Allocation

Re: Life insurance for young heir.

Re: 403(b) transfer

Re: Life insurance for young heir.

Re: New to the investment world and with sharebuilder.com

Re: 403(b) transfer

Re: Solo 401(k) Question: What if I go out of business?

Re: Social Securiy or 401k?

Solo 401(k) Question: What if I go out of business?

Social Securiy or 401k?

403(b) transfer

Re: Pay off all of car or part of credit card?

Re: Will forms

Re: Education cost ceiling?

Re: Place to Park Corporate Money

Re: New to the investment world and with sharebuilder.com

Re: Place to Park Corporate Money

Re: Bond Calls

Re: Poll: How do you analyze stocks?

Place to Park Corporate Money

Re: Pay off all of car or part of credit card?

Re: New to the investment world and with sharebuilder.com

Pay off all of car or part of credit card?

Re: Poll: How do you analyze stocks?

Re: New to the investment world and with sharebuilder.com

Re: Poll: How do you analyze stocks?

Re: New to the investment world and with sharebuilder.com

Re: Education cost ceiling?

Re: Investment questions re: home purchase...

Re: Education cost ceiling? (was: Financial planning advice needed)

Re: Investment questions re: home purchase...

Re: Education cost ceiling? (was: Financial planning advice needed)

Education cost ceiling? (was: Financial planning advice needed)

Re: Poll: How do you analyze stocks?

Re: New to the investment world and with sharebuilder.com

Re: Poll: How do you analyze stocks?

Re: New to the investment world and with sharebuilder.com

Re: Poll: How do you analyze stocks?

Re: New to the investment world and with sharebuilder.com

Re: Financial planning advice needed

Re: Investment questions re: home purchase...

Re: Financial planning advice needed

New to the investment world and with sharebuilder.com

Re: Poll: How do you analyze stocks?

The illustration in June 21 USA Today contradicts weak form EMH

Re: Investment questions re: home purchase...

Re: Manulife Financial variable annuity...any good ?

Re: Poll: How do you analyze stocks?

Re: Investment questions re: home purchase...

Re: Car Loan on Credit Card?

Re: Investment questions re: home purchase...

Re: Poll: How do you analyze stocks?

Re: Investment questions re: home purchase...

Re: Cash Out Whole Life Policy?

Re: Manulife Financial variable annuity...any good ?

Re: Poll: How do you analyze stocks?

Re: Financial Planning

Car Loan on Credit Card?

Re: Investment questions re: home purchase...

Investment questions re: home purchase...

Re: Manulife Financial variable annuity...any good ?

Re: Lower monthly student loan payments

Re: Help ! ! !

Re: Lower monthly student loan payments

Re: Help ! ! !

Lower monthly student loan payments

Re: In the event of a death who assumes mortgage?

I want to become a paraplanner-career change-seek advice

Re: Variable annuity in 401k

Re: Re: Financial planning advice needed

Help ! ! !

Re: Financial planning advice needed

Re: Variable annuity in 401k

Re: Financial planning advice needed

Re: Variable annuity in 401k

Re: Peer Pressure

Re: Financial planning advice needed

Financial planning advice needed

Variable annuity in 401k

Re: In the event of a death who assumes mortgage?

Low cost 457 Plan

Re: In the event of a death who assumes mortgage?

Re: Cash Out Whole Life Policy?

Re: In the event of a death who assumes mortgage?

Re: Balancing Act in UK

Re: Investing for a 6-year old child

Re: Cash Out Whole Life Policy?

In the event of a death who assumes mortgage?

Re: Investing for a 6-year old child

Investing for a 6-year old child

Re: Peer Pressure

Re: Cash Out Whole Life Policy?

Re: Financial Planning

Financial Planning

Re: Poll: How do you analyze stocks?

Re: Cash Out Whole Life Policy?

Re: Peer Pressure

Re: 401(K) early withdrawal

Re: Poll: How do you analyze stocks?

Re: 401(K) early withdrawal

Re: Balancing Act in UK

Re: Poll: How do you analyze stocks?

401(K) early withdrawal

Re: Cash Out Whole Life Policy?

Re: Balancing Act in UK

Re: Best Financial Institution for IRA?

Peer Pressure

Re: Poll: How do you analyze stocks?

Re: Cash Out Whole Life Policy?

Re: profit sharing calculation

Re: Poll: How do you analyze stocks?

Re: Cash Out Whole Life Policy?

Re: Balancing Act in UK

Balancing Act in UK

Re: Poll: How do you analyze stocks?

Re: Cash Out Whole Life Policy?

Re: Best Financial Institution for IRA?

Re: Pension Rollover and College Funding

Re: Cash Out Whole Life Policy?

Cash Out Whole Life Policy?

Re: Poll: How do you analyze stocks?

Pension Rollover and College Funding

Re: profit sharing calculation

Re: Poll: How do you analyze stocks?

Poll: How do you analyze stocks?

Re: Recent graduate planning on buying a home

Re: Best Financial Institution for IRA?

Re: What to do with $5K?

profit sharing calculation

Re: What to do with $5K?

Re: Recent graduate planning on buying a home

Re: What to do with $5K?

Re: Investment Interest Deduction - 401K Loan

Re: Recent graduate planning on buying a home

Bond Calls

Re: Investment Interest Deduction - 401K Loan

Re: cutting fees on investments?

Re: Recent graduate planning on buying a home

Re: Investment Interest Deduction - 401K Loan

Recent graduate planning on buying a home

Re: What to do with $5K?

Re: Investment Interest Deduction - 401K Loan

Re: 401K Investment selection

Re: cutting fees on investments?

Re: Investment Interest Deduction - 401K Loan

Re: 401K Investment selection

401K Investment selection

Re: Investment Interest Deduction - 401K Loan

Re: What to do with $5K?

Re: investor returns in stocks

Re: What to do with $5K?

Re: Cant' Pay Mortgage - Upside Down on House. Need Advice

Re: What to do with $5K?

Re: Investment Interest Deduction - 401K Loan

Re: Cant' Pay Mortgage - Upside Down on House. Need Advice

Re: What to do with $5K?

Investment Interest Deduction - 401K Loan

Re: Cant' Pay Mortgage - Upside Down on House. Need Advice

Cant' Pay Mortgage - Upside Down on House. Need Advice

Re: What to do with $5K?

Ways to pay for college education

Re: What to do with $5K?

What to do with $5K?

Re: How a closed end fund can give such high interest Rate?

Re: Is this newsgroup censored?

Re: How a closed end fund can give such high interest Rate?

Re: Is this newsgroup censored?

Is this newsgroup censored?

Re: Home Addition Financing--what's the best option?

Re: Refinance Advise Sought

Refinance Advise Sought

Home Addition Financing--what's the best option?

Re: Hybrid vehicles -- false economy

Re: asset location in taxable and tax-deferred accounts

Re: Hybrid vehicles -- false economy

Re: cutting fees on investments?

Re: How to fund my Roth

Re: How do I know if I will make any money selling?

Re: Financing Home Addition -- what's the best way?

How to fund my Roth

Financing Home Addition -- what's the best way?

Re: cutting fees on investments?

Re: How a closed end fund can give such high interest Rate?

Re: cutting fees on investments?

cutting fees on investments?

Re: 4% Penalty by 401k custodian

Re: How a closed end fund can give such high interest Rate?

Re: 401K funding question

Re: Feel Good?

401K funding question

Re: Home equity line of credit tax deductable?

4% Penalty by 401k custodian

Re: home equity line of credit

Re: asset location in taxable and tax-deferred accounts

Re: Feel Good?

Re: asset location in taxable and tax-deferred accounts

asset location in taxable and tax-deferred accounts

Re: Feel Good?

Re: Interesting book review

Re: 529 or invest on my own?

Re: Interesting book review

Re: Re: Feel Good?

Re: From the Moderator (Editing posts to which you respond)

Re: Inheritance: What to do?

From the Moderator (Editing posts to which you respond)

Re: Inheritance: Consider Munibonds

Re: Inheritance: What to do?

Re: Financial Plan

Re: Inheritance: What to do?

Re: Financial Plan

Financial Plan

Re: Feel Good?

Re: Inheritance: What to do?

529 or invest on my own?

Re: VUL

Re: Sibling Executor

Re: VUL

momentum within mutual fund families

Re: One Year Level Term (renewable)

Re: 529/Coverdale question

Re: Super Wealthy

Re: Medivac insurance

Re: One Year Level Term (renewable)

Re: Super Wealthy

Super Wealthy

Re: 529/Coverdale question

Re: VUL

Re: One Year Level Term (renewable)

Re: 529/Coverdale question

Re: VUL

Re: Roth or Tradition IRA?

Re: One Year Level Term (renewable)

Re: VUL

VUL

Re: Sibling Executor

Re: One Year Level Term (renewable)

529/Coverdale question

Sibling Executor

Re: Roth or Tradition IRA?

Re: One Year Level Term (renewable)

Re: Roth or Tradition IRA?

Re: One Year Level Term (renewable)

Re: Roth or Tradition IRA?

Re: One Year Level Term (renewable)

Re: Roth or Tradition IRA?

Re: Tax Model Help

Re: Roth or Tradition IRA?

Re: Advice needed re financial plan

Re: Converting SEP IRA to Roth IRA...

Re: Part-time employee can't use SEP or SIMPLE IRA?

Tax Model Help

Part-time employee can't use SEP or SIMPLE IRA?

Re: Cars

Re: Finding an Investment Advisor

Re: Changing Substitue or sucessor trustee

To bond or not to Bond

Changing Substitue or sucessor trustee

Re: online lookup for ETF expense ratios?

Re: Cars

Re: Finding an Investment Advisor

online lookup for ETF expense ratios?

Re: Cars

Re: One Year Level Term (renewable)

Re: Cars

Re: Penalty of 4% by 401k custodian

Re: Can mortgage prepayment reduce minimum payment?

Re: Advice needed re financial plan

Re: Mortgage/ house purchase advice

Re: Finding an Investment Advisor

Re: Penalty of 4% by 401k custodian

Penalty of 4% by 401k custodian

Re: Advice needed re financial plan

Re: Mortgage/ house purchase advice

Re: Can mortgage prepayment reduce minimum payment?

Mortgage/ house purchase advice

Re: Can mortgage prepayment reduce minimum payment?

Buying utility stocks in rising rate environment

Questions about ugma/utma

Re: How safe is Treasury Direct?

Re: Need to start saving/investing!

Re: I Bonds

Re: Need to start saving/investing!

Re: look at yoiur stub

Re: Need to start saving/investing!

Re: I Bonds

Re: look at yoiur stub

Re: I Bonds

Re: Need to start saving/investing!

Smartest way to invest in this $1.1M house to minimize tax burdens with (0) risk?

Re: One Year Level Term (renewable)

Re: I Bonds

look at yoiur stub

The "other" inflation

Re: I Bonds

Re: Need to start saving/investing!

Re: I Bonds

Re: Need to start saving/investing!

Re: I Bonds

Re: Need to start saving/investing!

Re: I Bonds

Re: Need to start saving/investing!

How safe is Treasury Direct?

Re: I Bonds

Re: Need to start saving/investing!

I Bonds

Re: Ping JP Re: Roth IRA without earned income?

Ping JP Re: Roth IRA without earned income?

Re: President's tax returns

Re: Roth IRA without earned income?

Roth IRA without earned income?

One Year Level Term (renewable)

Re: Help: Disability for small business owner.

Re: Advice needed re financial plan

Re: student loan consolidation possible?

Re: Need to start saving/investing!

Re: student loan consolidation possible?

Re: Need to start saving/investing!

Re: What happened to BondsOnline.com

Need to start saving/investing!

student loan consolidation possible?

Advice needed re financial plan

What happened to BondsOnline.com

Help: Disability for small business owner.

Re: college savings plans and financial aid

college savings plans and financial aid

Re: Should I lock-in mortgage today?

pension legislation (Apr 10, 2004) - does it change lumpsum to annuity calculation?

Re: Stock sale tax loss rules

Re: Should I lock-in mortgage today?

Re: Capital loss limitation

Should I lock-in mortgage today?

Re: Stock sale tax loss rules

Re: Can mortgage prepayment reduce minimum payment?

Re: Stock sale tax loss rules

Stock sale tax loss rules

Re: taxes and the cost of living in U.S. cities

Re: short term holdings on Roth IRA

short term holdings on Roth IRA

Re: roth IRA limits for 2004, 2005 and 2006

Re: taxes and the cost of living in U.S. cities

Re: How long do you investigate before you decide to invest in a company?

Re: Any Advantage for Separate IRA Spousal and Non-Spousal Accounts

Re: Can mortgage prepayment reduce minimum payment?

Re: What keeps a person from "stealing" someone's business?

Re: Can mortgage prepayment reduce minimum payment?

Re: What keeps a person from "stealing" someone's business?

Re: paying off loan with 401k

Re: Any Advantage for Separate IRA Spousal and Non-Spousal Accounts

Re: What keeps a person from "stealing" someone's business?

Re: What are penny stocks?

Re: Any Advantage for Separate IRA Spousal and Non-Spousal Accounts

What keeps a person from "stealing" someone's business?

Re: Any Advantage for Separate IRA Spousal and Non-Spousal Accounts

Re: paying off loan with 401k

Any Advantage for Separate IRA Spousal and Non-Spousal Accounts

paying off loan with 401k

Re: What makes a company "worth" something?

Re: What are penny stocks?

What makes a company "worth" something?

Re: What are penny stocks?

Re: How much do I invest?

Re: What are penny stocks?

Re: How to invest savings

Re: What are penny stocks?

Re: How to invest savings

Re: What are penny stocks?

How to invest savings

Re: What are penny stocks?

Re: Bank account for non US resident

Re: What are penny stocks?

Re: How much do I invest?

Re: What are penny stocks?

Re: How much do I invest?

Re: What are penny stocks?

Re: How much do I invest?

What are penny stocks?

Bank account for non US resident

Re: Where to draw from first?

Re: How do I know if I will make any money selling?

Re: Expenses and returns

Expenses and returns

Re: How do I know if I will make any money selling?

From the Moderators (was: Kerry proposes...)

Re: Investing in Treasury Securities

Re: Re: Where to draw from first?

Kerry proposes terminating Social Security benefits at age 77 for "wealthy"

Re: executor of will.......need good info book

Re: How do I know if I will make any money selling?

executor of will.......need good info book

How do I know if I will make any money selling?

Re: industry averages

Re: sale bonds and balanced funds?

sale bonds and balanced funds?

Re: Any info on guaranteed corporate bonds?

Re: Leaving My Disabled Son My Condo

Re: After-tax money in 401(K)

Re: Where to draw from first?

Re: After-tax money in 401(K)

Re: Where to draw from first?

Where to draw from first?

From the Moderators (was: Assets under management fee-reasonable)

Re: Any info on guaranteed corporate bonds?

Re: Can Individual Contribute to SEP IRA?

Re: 401 Early Withdrawl Question

Re: After-tax money in 401(K)

Re: Capital Gains Taxes On 60K Condo Sale ??

Re: Assets Under Management Fee-reasonable?

Re: After-tax money in 401(K)

Re: Capital Gains Taxes On 60K Condo Sale ??

Re: Home Equity Line of Credit - can you close it?

re: question question question

Re: Assets Under Management Fee-reasonable?

Re: Home Equity Line of Credit - can you close it?

Re: Assets Under Management Fee-reasonable?

Re: 401 Early Withdrawl Question

Re: Assets Under Management Fee-reasonable?

Re: 401 Early Withdrawl Question

Re: Assets Under Management Fee-reasonable?

Re: Home Equity Line of Credit - can you close it?

Re: Assets Under Management Fee-reasonable?

re: withdrawing 4% etc...

Can Individual Contribute to SEP IRA?

Re: Assets Under Management Fee-reasonable?

Re: Home Equity Line of Credit - can you close it?

Withdrawing 4% per year in retirement....but Vanguard annuity seems even better

Re: Assets Under Management Fee-reasonable?

Re: Capital Gains Taxes On 60K Condo Sale ??

Re: Home Equity Line of Credit - can you close it?

Re: Capital Gains Taxes On 60K Condo Sale ??

Re: Any info on guaranteed corporate bonds?

Re: Home Equity Line of Credit - can you close it?

Re: Capital Gains Taxes On 60K Condo Sale ??

Re: Any info on guaranteed corporate bonds?

Re: Home Equity Line of Credit - can you close it?

Re: 401 Early Withdrawl Question

Re: Home Equity Line of Credit - can you close it?

Re: Capital Gains Taxes On 60K Condo Sale ??

Investing in Treasury Securities

Home Equity Line of Credit - can you close it?

Re: ineligible for IRA contribs, but...

Re: Can I take *principal* out of a ROTH IRA at any time?

Re: Repaying back home equity loan - best way?

Re: 401 Early Withdrawl Question

Re: ineligible for IRA contribs, but...

Re: Trading UK ordinary shares in the US?

Re: Finding an Investment Advisor

recommendations for series 65 study materials

Re: Crunching Car Numbers

Crunching Car Numbers

Re: Capital Gains Taxes On 60K Condo Sale ??

Re: Finding an Investment Advisor

Re: Capital Gains Taxes On 60K Condo Sale ??

Finding an Investment Advisor

Re: Capital Gains Taxes On 60K Condo Sale ??

Re: I'm interested in your suggestions...

Re: Can I take *principal* out of a ROTH IRA at any time?

Re: Capital Gains Taxes On 60K Condo Sale ??

Re: Re: Capital Gains Taxes On 60K Condo Sale ??

Re: ineligible for IRA contribs, but...

Can I take *principal* out of a ROTH IRA at any time?

Re: 401 Early Withdrawl Question

Re: Capital Gains Taxes On 60K Condo Sale ??

Re: ineligible for IRA contribs, but...

Re: Re: Any info on guaranteed corporate bonds?

Repaying back home equity loan - best way?

Re: Capital Gains Taxes On 60K Condo Sale ??

Car loan

401 Early Withdrawl Question

I'm interested in your suggestions...

Re: Re: Capital Gains Taxes On 60K Condo Sale ??

Slightly OT: Insurance Question

Re: Capital Gains Taxes On 60K Condo Sale ??

Re: Any info on guaranteed corporate bonds?

Re: Insurance - continue or surrender decision

Re: Ultra-Short Bond Funds

401K and SEP-IRA in same tax year?

Re: Ultra-Short Bond Funds

Re: 401K, foreigner leaving US

Re: College fund stock market activity

Re: Estate/Insurance question

Re: Insurance - continue or surrender decision

401K, foreigner leaving US

Re: stretching beyond my limit

Estate/Insurance question

Re: Insurance - continue or surrender decision

Re: stretching beyond my limit

Re: Trying to multiply 5000.

Question about Crummy trust?

Ultra-Short Bond Funds

stretching beyond my limit

Capital Gains Taxes On 60K Condo Sale ??

Re: Insurance - continue or surrender decision

Re: Help & Advice, Plz: Sorry if repost, didn't show first time

Re: Insurance - continue or surrender decision

Re: SEP for S-Corporation - Confused!

College fund stock market activity

SEP for S-Corporation - Confused!

Re: After-tax money in 401(K)

Re: Insurance - continue or surrender decision

Re: The cart or the horse? What would be the best strategy?

PING: REED Re: Question? Social Security and Legal Aliens

Re: After-tax money in 401(K)

Re: Insurance - continue or surrender decision

Insurance - continue or surrender decision

Re: After-tax money in 401(K)

Re: Help & Advice, Plz: Sorry if repost, didn't show first time

Re: The cart or the horse? What would be the best strategy?

Re: Question? Social Security and Legal Aliens

Re: Leaving My Disabled Son My Condo

After-tax money in 401(K)

Re: Leaving My Disabled Son My Condo

Re: The cart or the horse? What would be the best strategy?

Re: Re: Same as cash financing and credit score...

Re: The cart or the horse? What would be the best strategy?

Re: Leaving My Disabled Son My Condo

The cart or the horse? What would be the best strategy?

Re: HELOC to improve short-term cash flow

Re: Same as cash financing and credit score...

Re: Leaving My Disabled Son My Condo

Re: 401k loan questions, general rules

Re: high salary and IRA contributions

Re: Moving to Canada

Re: Is income requred to open IRA?

Re: Our friend cannot make house payments, advice please.

HELOC to improve short-term cash flow

Re: contributing to 401k after 70.5 for self employ

Re: home eq loan to boost savings?

Re: What if company is not depositing 401k money???

Re: question about Roth IRA account

Re: Mo' mo' ..Rollover Mutual fund to Roth IRA...

Re: Basic question about Roth IRA for spouse

Re: payoff higher interest mortgage with credit card

Re: Same as cash financing and credit score...

Re: high salary and IRA contributions

Question? Social Security and Legal Aliens

Re: 401k rollover to IRA while still at the job?

Re: 401k loan questions, general rules

Re: low volitility taxable account?

Re: Some Wrong Financial Points

Re: Leaving My Disabled Son My Condo

Re: Some Wrong Financial Points

Re: low volitility taxable account?

Leaving My Disabled Son My Condo

Some Wrong Financial Points

low volitility taxable account?

Re: Same as cash financing and credit score...

Re: Should I lock in mortgage rate now?

Re: Same as cash financing and credit score...

Your money or You Life: Invest in bonds only?

Same as cash financing and credit score...

Re: Personal Financial Planning

Personal Financial Planning

Re: 401k rollover question

Re: Historical stock quotes

Re: Should I lock in mortgage rate now?

Re: 401k rollover question

Re: Should I lock in mortgage rate now?

Re: Convert rollover IRA to Roth?

Re: Is my 401K on track?

Re: Convert rollover IRA to Roth?

Example of investment adviser client contract

Re: Historical stock quotes

Re: Should I lock in mortgage rate now?

private high schools and college admissions

Re: Historical stock quotes

Re: Should I lock in mortgage rate now?

Re: Historical stock quotes

Re: investing inheritance

Re: Historical stock quotes

Re: Should I lock in mortgage rate now?

Historical stock quotes

Re: investing inheritance

Re: Should I lock in mortgage rate now?

IRA for 17 year old

Re: Taxation of Life Insurance

Re: Pay down mortgage?

Re: Is income requred to open IRA?

Re: Shopping for home & auto insurance in California

Re: General FP Questions

Re: Interest only mortgages??

Re: REITS in a variable annuity.

Re: General FP Questions

Shopping for home & auto insurance in California

Re: REITS in a variable annuity.

Re: What to look for in a rollover IRA account?

Re: 403b rollover question

Re: REITS in a variable annuity.

Re: General FP Questions

Re: REITS in a variable annuity.

What to look for in a rollover IRA account?

403b rollover question

Re: REITS in a variable annuity.

Re: General FP Questions

Re: Pay down mortgage?

General FP Questions

Re: Pay down mortgage?

Buying another's insurance or annuity and transferring cost basis

Re: Taxation of Life Insurance

Re: REITS in a variable annuity.

Re: Pay down mortgage?

Re: Taxation of Life Insurance

Pay down mortgage?

Re: REITS in a variable annuity.

REITS in a variable annuity.

Re: Interest only mortgages??

Taxation of Life Insurance

What kind of pro can help with parent's health insurance issues...

Re: Ed Lowe Scathing (and ignorant) Commentary in Newsday

Re: gift transfer of property

Re: Interest only mortgages??

Re: MetLife's Series XC annuity...

Re: Interest only mortgages??

Re: study of municipal bond trading costs

Re: paying off mortgage (was Re: House Purchase Issues)

paying off mortgage (was Re: House Purchase Issues)

study of municipal bond trading costs

Re: Value of professional money manager

Re: House Purchase Issues

Re: Value of professional money manager

Re: Interest only mortgages??

Re: How much to risk in Mutual-to-stock bank conversion offer?

Re: 1099-INT

Re: House Purchase Issues

Re: How much to risk in Mutual-to-stock bank conversion offer?

1099-INT

House Purchase Issues

Re: Penalty Free IRA Distributions

Re: How much do I need to retire early? Help!

Penalty Free IRA Distributions

Re: Need help - What type of trust you did for your family?

Setting up financial gift for newborn

Re: gift transfer of property

Re: Need help - What type of trust you did for your family?

Re: What mixture of stocks and bond shall I use

Buying Reits and Bond funds

Re: Unique Roth contributions

Scrubbing the Wash Sale Rules - Schizer, at SSRN

Unique Roth contributions

Re: Bond Funds - Difference between Maturity & Durations

Re: What is meant by "Unrealized gain/losses"

Re: How much to risk in Mutual-to-stock bank conversion offer?

Re: DFA vs index funds

Re: Re: How much do I need to retire early? Help!

Re: How much do I need to retire early? Help!

Re: How much to risk in Mutual-to-stock bank conversion offer?

Re: How much do I need to retire early? Help!

Re: How much to risk in Mutual-to-stock bank conversion offer?

How much to risk in Mutual-to-stock bank conversion offer?

Re: How much do I need to retire early? Help!

Re: DFA vs index funds

Re: CAN I GET COVERAGE FOR THIS

Re: How much do I need to retire early? Help!

Re: DFA vs index funds

DFA vs index funds

contributing to 401k after 70.5 for self employ

Re: CAN I GET COVERAGE FOR THIS

Re: How much do I need to retire early? Help!

Re: Case Study? 60 year old woman with $500K

Re: Financial planner vs. Do It Myself?

Re: How much do I need to retire early? Help!

Re: Case Study? 60 year old woman with $500K

Re: Keep it or ditch it?

Re: Thanks and another question....

Re: housing bubble? MORE THOUGHTS AND ANALYSIS

Re: Financial planner vs. Do It Myself?

Re: How much do I need to retire early? Help!

How much do I need to retire early? Help!

Re: Ed Lowe Scathing (and ignorant) Commentary in Newsday

Ed Lowe Scathing (and ignorant) Commentary in Newsday

Re: Brief Advice needed for an Ignorant Youth

Re: Thanks and another question....

Re: Financial planner vs. Do It Myself?

Re: Brief Advice needed for an Ignorant Youth

Re: housing bubble? MORE THOUGHTS AND ANALYSIS

Re: Thanks and another question....

Re: What papers to keep for IRA taxability calculation

Questions re: converting rollover IRA to Roth IRA

Re: What papers to keep for IRA taxability calculation

Brief Advice needed for an Ignorant Youth

Re: housing bubble?

Re: Retirement time drawing near.

Re: housing bubble?

Re: Retirement time drawing near.

Re: Dividend Income Tax Strategy

Re: Hedging stock fund investments

Re: Keep it or ditch it?

Re: Dividend Income Tax Strategy

Re: Keep it or ditch it?

Re: Dividend Income Tax Strategy

Re: Financial planner vs. Do It Myself?

Keep it or ditch it?

Re: Hedging stock fund investments

Re: Case Study? 60 year old woman with $500K

Re: Hedging stock fund investments

Re: Problems "seeing" posts on MIFP

Re: Hedging stock fund investments

Re: housing bubble?

Re: Case Study? 60 year old woman with $500K

Hedging stock fund investments

Case Study? 60 year old woman with $500K

Re: Problems "seeing" posts on MIFP

housing bubble?

Re: question about Roth IRA account

Re: home eq loan to boost savings?

Re: question about Roth IRA account

Re: home eq loan to boost savings?

Re: question about Roth IRA account

Re: home eq loan to boost savings?

Re: question about Roth IRA account

Re: Retirement time drawing near.

Re: Problems "seeing" posts on MIFP

Re: Home equity loan - bad move?

Re: Problems "seeing" posts on MIFP

Problems "seeing" posts on MIFP

Re: MFS vs ING vs TIAA/CREF vs ADP-401k - what would you do?

Re: Home equity loan - bad move?

Re: Retirement time drawing near.

Re: home eq loan to boost savings?

Re: Home equity loan - bad move?

Re: Future cash value of a whole life policy

Re: Tax Question Selling Stock?

home eq loan to boost savings?

Home equity loan - bad move?

Re: Repaying back home equity loan - best way?

Tax Question Selling Stock?

Re: Financial planner vs. Do It Myself?

Repaying back home equity loan - best way?

Future cash value of a whole life policy

Re: Financial planner vs. Do It Myself?

Re: 401K and IRA

Re: A concept called profitability Vs. Performance.

Re: Financial planner vs. Do It Myself?

Re: A concept called profitability Vs. Performance.

Re: Retirement time drawing near.

Re: Which market is bigger - Stock or Bond Market?

A concept called profitability Vs. Performance.

Re: How a closed end fund can give such high interest Rate?

MFS vs ING vs TIAA/CREF vs ADP-401k - what would you do?

Re: Investing Inheritance

arouth@radiology.umsmed.edu

Re: Retirement time drawing near.

Re: Pros and Cons of Nuveen Tax free Closed End Funds

Re: Rule of thumb for doing it yourself.

Series HH Bond Offering to end 8/31/04

Re: Effect of applying for mortgage on credit score

Re: Rule of thumb for doing it yourself.

Re: Investing Inheritance

Re: SPY (SPDR) vs. S&P index mutual fund

Re: Investing Inheritance

Re: Retirement time drawing near.

Re: Investing Inheritance

Re: Retirement time drawing near.

Re: Investing Inheritance

Re: Calculating rate of return

Re: Retirement time drawing near.

Re: Calculating rate of return

Re: Retirement time drawing near.

Investing Inheritance

Re: Rule of thumb for doing it yourself.

Re: Calculating rate of return

Re: Retirement time drawing near.

Re: Rule of thumb for doing it yourself.

Calculating rate of return

Re: Rule of thumb for doing it yourself.

Re: Pros and Cons of Nuveen Tax free Closed End Funds

Re: Rule of thumb for doing it yourself.

Re: Retirement time drawing near.

Re: How long a trust can last?

SPY (SPDR) vs. S&P index mutual fund

Re: Retirement time drawing near.

Re: Changing Trustee in a irrevocable trust

Re: Tax on Annuity

Re: Rule of thumb for doing it yourself.

Re: Difference b/w 401K and 403B

Re: Rule of thumb for doing it yourself.

Re: Changing Trustee in a irrevocable trust

Re: Violation of terms of trust by trustee bank

Re: 401K and IRA

Re: Difference b/w 401K and 403B

Re: 401K and IRA

Re: Rule of thumb for doing it yourself.

Changing Trustee in a irrevocable trust

Re: Retirement time drawing near.

Re: 401K and IRA

Re: Retirement time drawing near.

Re: ETF And/Or Timer-friendly High Yield Bond Funds

Re: Rule of thumb for doing it yourself.

Re: ETF And/Or Timer-friendly High Yield Bond Funds

Re: Retirement time drawing near.

Re: Rule of thumb for doing it yourself.

ETF And/Or Timer-friendly High Yield Bond Funds

Re: FICO Score question

Re: Retirement time drawing near.

Re: Rule of thumb for doing it yourself.

Re: FICO Score question

Re: Retirement time drawing near.

Re: Rule of thumb for doing it yourself.

Re: FICO Score question

Re: high salary and IRA contributions

Re: Retirement time drawing near.

Re: FICO Score question

Re: high salary and IRA contributions

Re: Retirement time drawing near.

Re: Rule of thumb for doing it yourself.

Re: high salary and IRA contributions

Re: FICO Score question

Effect of multiple credit inquiries on FICO score

Re: FICO Score question

Re: Effect of applying for mortgage on credit score

Re: high salary and IRA contributions

Effect of applying for mortgage on credit score

Re: high salary and IRA contributions

Re: 401k and dividend choice

Re: high salary and IRA contributions

Re: FICO Score question

Re: Q on Qualified Dividends and Margin Accounts

Re: FICO Score question

Re: high salary and IRA contributions

Re: FICO Score question

Re: high salary and IRA contributions

Re: Q on Qualified Dividends and Margin Accounts

question about Roth IRA account

Re: gift transfer of property

Q on Qualified Dividends and Margin Accounts

high salary and IRA contributions

Re: How are we doing?

Re: Basic question about Roth IRA for spouse

Re: How are we doing?

Re: What if company is not depositing 401k money???

Re: Basic question about Roth IRA for spouse

Basic question about Roth IRA for spouse

gift transfer of property

Brokage has SIPC, how about mutual fund companies?

Re: Parents Who Refuse to Pay for College

Re: Re: 2 insurance questions

Re: How are we doing?

Re: Medicaid Planning

Re: Catch-up Roth Contributions

How are we doing?

Re: 2 insurance questions

Re: Medicaid Planning

Medicaid Planning

Re: study on undiversified investors

switching $$$ between 529s and ESAs

Re: Pre-TAMRA one-pay life insurance policies

Re: Re: 2 insurance questions

Re: payoff higher interest mortgage with credit card

Re: 401k and dividend choice

Re: payoff higher interest mortgage with credit card

Re: study on undiversified investors

study on undiversified investors

Re: Catch-up Roth Contributions

Re: payoff higher interest mortgage with credit card

Catch-up Roth Contributions

Re: 2 insurance questions

Re: 401k and dividend choice

Re: Mo' mo' ..Rollover Mutual fund to Roth IRA...

Re: Pre-TAMRA one-pay life insurance policies

Re: 2 insurance questions

payoff higher interest mortgage with credit card

Re: 2 insurance questions

Financial advice

Mo' mo' ..Rollover Mutual fund to Roth IRA...

Pre-TAMRA one-pay life insurance policies

2 insurance questions

Re: 401k rollover to IRA while still at the job?

Re: Can I Rollover a Mutual Fund into a Roth IRA?

Re: Found Money

Re: 401k rollover to IRA while still at the job?

Re: Found Money

Re: NegAm - need advice

Re: Can I Rollover a Mutual Fund into a Roth IRA?

NegAm - need advice

Re: 401k rollover to IRA while still at the job?

Re: Capital Gain at 15% - Shall I cash my IRA now?

Municipal bonds "tax-free" status

Re: Capital Gain at 15% - Shall I cash my IRA now?

Re: Parents Who Refuse to Pay for College

Re: Capital Gain at 15% - Shall I cash my IRA now?

Capital Gain at 15% - Shall I cash my IRA now?

Re: open an ira

open an ira

Re: IRA beneficiary of a beneficiary

Re: On-line bill payment

Re: First Official Annuity Query

On-line bill payment

Re: Financial Advice Please

Re: buying house with cash/follow up

Re: IRA beneficiary of a beneficiary

Re: buying house with cash/follow up

Re: IRA beneficiary of a beneficiary

Re: Financial Advice Please

Re: How to make the trust dept of a bank to follow the written instructions?

Financial Advice Please

Re: buying house with cash/follow up

Re: IRA beneficiary of a beneficiary

Re: buying house with cash/follow up

IRA beneficiary of a beneficiary

Re: How to make the trust dept of a bank to follow the written instructions?

Re: First Official Annuity Query

Re: How to make the trust dept of a bank to follow the written instructions?

Re: First Official Annuity Query

Re: Deducting Woirkers comp

Re: First Official Annuity Query

Re: Why do companies spin off?

Re: Power of attorney

Re: First Official Annuity Query

Re: buying house with cash/follow up

Re: Power of attorney

Re: How to make the trust dept of a bank to follow the written instructions?

Re: What problems in making Children's trust as beneficiary?

Re: buying house with cash/follow up

Re: Power of attorney

Re: How to make the trust dept of a bank to follow the written instructions?

Re: First Official Annuity Query

Re: buying house with cash/follow up

Re: Power of attorney

Re: How does co-signed loan affect Mortgage application?

Power of attorney

Re: buying house with cash/follow up

Deducting Woirkers comp

Re: KEOGH

Re: First Official Annuity Query

Re: Dividend Income Tax Strategy

Re: buying house with cash/follow up

buying house with cash/follow up

Re: Dividend Income Tax Strategy

Re: First Official Annuity Query

Dividend Income Tax Strategy

First Official Annuity Query

Re: Rule of thumb for doing it yourself.

Re: Ideal short/medium term portfolio

Re: Rule of thumb for doing it yourself.

Re: Retirement time drawing near.

Re: Rule of thumb for doing it yourself.

Re: How many years IRS allow to wihdraw IRA money?

Re: What will be my wife's tax rate after my death

American Century

Re: State tax refund more than state tax paid?

Re: Rule of thumb for doing it yourself.

Re: CV transfer b/w spouse

Re: Rule of thumb for doing it yourself.

What will be my wife's tax rate after my death

Re: Rule of thumb for doing it yourself.

Re: Idea short/medium term portfolio

Re: CV transfer b/w spouse

Re: Idea short/medium term portfolio

KEOGH

Re: Idea short/medium term portfolio

Re: life insurance from work, taxed at face value ? ? ?

Re: CV transfer b/w spouse

CV transfer b/w spouse

Re: Rule of thumb for doing it yourself.

Re: Idea short/medium term portfolio

Re: Rule of thumb for doing it yourself.

Re: Idea short/medium term portfolio

Fatboy, here's what you do - re: 681 Credit Score - How can I Increase It?

Re: Idea short/medium term portfolio

Re: life insurance from work, taxed at face value ? ? ?

Re: Idea short/medium term portfolio

Posting may be slower for a while

Re: Idea short/medium term portfolio

Re: 401k loan questions, general rules

Re: life insurance from work, taxed at face value ? ? ?

Re: Rule of thumb for doing it yourself.

Re: Fraud Question

Re: credit cards

Re: life insurance from work, taxed at face value ? ? ?