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Most Recent Posts

• Posts
• Discussion Board

• • Re: 72t/TIAA Traditional
    

    Jay,Does she need the payments now? If not, have you considered rolling it into an IRA? Even if s...
    

    • Posted by Planner X, MBA, CMFC, CFP
    • on August 19, 2008 4:11 PM EDT
    • Edited on August 19, 2008 4:13 PM EDT

  • Tax

• • 72t/TIAA Traditional
    

    I have a client with a 403b in the TIAA "Traditional" plan. TIAA says that the money can only be ...
    

    • Posted by Jay
    • on August 19, 2008 3:41 PM EDT

  • Tax

• • Reducing Retirement Anxiety
    

    In his article entitled "Reducing Retirement Anxiety" (May 1, 2008), Jack Sharry describes the "G...
    

    • Posted by John L. Olsen, CLU,ChFC, AEP
    • on August 19, 2008 1:32 PM EDT

  • Articles

• • Delegating Is the Key to Time Management
    

    Hello. I am writing you regarding an article that was written below by Kelli B. Grant. First let ...
    

    • Posted by Opsmgr
    • on August 19, 2008 1:04 PM EDT

  • Articles

• • Re: Excel based tax software
    

    I buy Turbo Tax Deluxe annually for personal use for my family and select customers for $40. As p...
    

    • Posted by Tad Borek
    • on August 19, 2008 1:00 PM EDT

  • Tax

• • Re: Excel based tax software
    

    Thanks for that idea. I use TaxCut and I'm pretty sure the same feature is there too. I'm going t...
    

    • Posted by MrC
    • on August 19, 2008 12:48 PM EDT

  • Tax

• • Re: Excel based tax software
    

    Thank you Bill for that site. I've downloaded the software and kicked the tires for my needs and ...
    

    • Posted by MrC
    • on August 19, 2008 12:46 PM EDT

  • Tax

• • Re: OWS Book Club: Faster, Faster, Faster!
    

    Thanks, Vince. Now for managers.In three sentences, what can a manager do to make speed work to h...
    

    • Posted by Michelle Lodge
    • on August 19, 2008 11:31 AM EDT

  • Articles

• • AXA Advisors
    

    could anybody fill me in on AXA. I am considering employment there. This will be a career change ...
    

    • Posted by Cake
    • on August 19, 2008 11:19 AM EDT

  • Career Development

• • Re: OWS Book Club: Faster, Faster, Faster!
    

    Hi Michelle,There is a simple check list of three items that can convert the potential for burn-o...
    

    • Posted by Vince Poscente
    • on August 19, 2008 10:47 AM EDT
    • Edited on August 19, 2008 10:47 AM EDT

  • Articles

• • career-development,How Can I Pass The CFP Exam?
    

    If you need a private CFP tutor try emailing mbrandeburg@bridgeway-financial.com. I have a very g...
    

    • Posted by -
    • on August 19, 2008 10:26 AM EDT

  • Career Development

• • Re: Starting a career in financial planning
    

    Chris,If you are really interested in being a financial planner, you would be better served to lo...
    

    • Posted by Joe Pitzl
    • on August 19, 2008 9:15 AM EDT

  • Career Development

• • Re: Inherited SEP IRA
    

    nobdforme,I believe the PLR you're referring to is PLR 200811028. It's possible to try to cross-a...
    

    • Posted by Michael E. Kitces
    • on August 19, 2008 8:44 AM EDT

  • Financial Planning

• • Re: Inherited SEP IRA
    

    As long as he was a named beneficiary on the IRA, then Erik's 1st post is correct. If there was n...
    

    • Posted by no bd for me
    • on August 19, 2008 8:18 AM EDT
    • Edited on August 19, 2008 8:18 AM EDT

  • Financial Planning

• • Re: Excel based tax software
    

    I buy Turbo Tax Deluxe annually for personal use for my family and select customers for $40. As p...
    

    • Posted by mmclu
    • on August 18, 2008 9:22 PM EDT

  • Tax

• • Re: Accumulating Assets Under Management
    

    How does one find a "solicitor"? I would have an interest in hiring someone to raise assets for m...
    

    • Posted by indy2006
    • on August 18, 2008 6:31 PM EDT

  • Client Acquisition

• • Re: RMD on beneficiary IRA/ SPIA
    

    Anonymous,An immediate annuity can be used to satisfy the RMD requirements for an IRA, including ...
    

    • Posted by Michael E. Kitces
    • on August 18, 2008 3:45 PM EDT

  • Tax

• • Re: Social Security
    

    Tim,I believe the SSA's "Detailed Calculator" gives you the ability to enter year by year earning...
    

    • Posted by Michael E. Kitces
    • on August 18, 2008 3:38 PM EDT

  • Financial Planning

• • Legal fees paid pre-tax from a qualified plan?
    

    I have a client that has a profit-sharing account. He had a VUL product inside the PS account. He...
    

    • Posted by no bd for me
    • on August 18, 2008 3:01 PM EDT

  • Tax

• • Re: RIA Filing & Registration Firms?
    

    NickCall meand I'll email youa list of half a dozen. Tell me a bit about your practice and your c...
    

    • Posted by JD123
    • on August 18, 2008 2:44 PM EDT

  • Practice Management

• • Re: Social Security
    

    Before my husband retired early, he contacted the local social security office. The person he tal...
    

    • Posted by ladydi
    • on August 18, 2008 2:23 PM EDT

  • Financial Planning

• • Re: Inherited SEP IRA
    

    ...and if distributions over the beneficiary's lifeexpectancyhave not begun as of the end of the ...
    

    • Posted by Erik Evans
    • on August 18, 2008 1:39 PM EDT

  • Financial Planning

• • Re: Inherited SEP IRA
    

    Minimumdistributionsmust begin as of the end of the year following death, and the amounts are bas...
    

    • Posted by Erik Evans
    • on August 18, 2008 1:35 PM EDT

  • Financial Planning

• • Re: Starting a career in financial planning
    

    Chris,I have not worked for either company, so I cannot comment on the pros and cons of these ind...
    

    • Posted by Anna
    • on August 18, 2008 1:31 PM EDT

  • Career Development

• • OWS Book Club: Faster, Faster, Faster!
    

    If you reach the end of each work day with most of your to-do's undone and more tasks pouring in ...
    

    • Posted by Michelle Lodge
    • on August 18, 2008 9:53 AM EDT
    • Edited on August 18, 2008 10:30 AM EDT

  • Articles

• • RMD on beneficiary IRA/ SPIA
    

    I believe that I understand the RMD rules for beneficiary IRA's (non-spousal beneficiary).What I ...
    

    • Posted by anonymous
    • on August 18, 2008 6:58 AM EDT

  • Tax

• • Social Security
    

    Is there any way to estimate (with reasonable accuracy) the amount of an SS retirement benefit if...
    

    • Posted by Tim
    • on August 17, 2008 11:13 PM EDT

  • Financial Planning

• • Starting a career in financial planning
    

    I am starting a career in financial planning and have it narrowed down to two companies. Northwes...
    

    • Posted by briko3
    • on August 16, 2008 10:57 PM EDT

  • Career Development

• • Re: Vanguard change of beneficiaries
    

    Tad, Thank you. I'm retired for several years. My wife and I have beneficiaries named for our est...
    

    • Posted by Ronald Meyer
    • on August 16, 2008 11:17 AM EDT

  • Investments

• • Re: Vanguard change of beneficiaries
    

    Bud, I'm not clear from your reply whether you're in the financial business (I thought I've seen ...
    

    • Posted by Tad Borek
    • on August 15, 2008 11:14 PM EDT

  • Investments

• • Re: Vanguard change of beneficiaries
    

    Tad, Thanks for your comments. Some of your letter I don't understand. Like many of those that re...
    

    • Posted by Ronald Meyer
    • on August 15, 2008 9:26 PM EDT

  • Investments

• • Need to know what study guides to use for EA Exam
    

    Need to know what study guides to use for EA Exam. If anybody can recommend what to use I would a...
    

    • Posted by TerryG
    • on August 15, 2008 6:16 PM EDT

  • Tax

• • Re: Thinking About Wachovia? Wachovia Securities Raided in Auction Rate Probe
    

    APMissouri announces agreement with WachoviaFriday August 15, 12:47 pm ET By Jim Salter, AP Busin...
    

    • Posted by finadvnj
    • on August 15, 2008 4:41 PM EDT

  • Career Development

• • Elite Management
    

    Good-afternoon all,I recently received an e-mail from a company by the name of Elite Management, ...
    

    • Posted by motorcitycarl
    • on August 15, 2008 3:50 PM EDT

  • Client Acquisition

• • Re: College of Financial Planning-CFP
    

    I did the mentor program in 2006 with CFFP. I had problems with the Retirement Planning and Estat...
    

    • Posted by J P
    • on August 15, 2008 3:43 PM EDT

  • Career Development

• • Re: Web Seminar: Blueprint for Becoming a Multi-Million Dollar Financial Advisor
    

    Great presentation. I will focus more on PMS. You talked a little about the WOW factor. What is y...
    

    • Posted by ifiknew
    • on August 15, 2008 3:13 PM EDT

  • Practice Management

• • Re: Vanguard change of beneficiaries
    

    Boy this raises quite a few legal questions. It sounds like you have written evidence of your sis...
    

    • Posted by Tad Borek
    • on August 15, 2008 2:17 PM EDT

  • Investments

• • Re: Thinking About Merrill? Merrill to Sell Troubled Assets, Raise Capital
    

    APMerrill to face legal action for securities saleFriday August 15, 11:50 am ET NY AG to commence...
    

    • Posted by finadvnj
    • on August 15, 2008 12:16 PM EDT

  • Career Development

• • Abroad
    

    Has any planner on here taken their practice abroad to the Uk??