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dumbstruck, JoeTaxpayer2

4/12/16

Reverse mortgages now almost a must?

On 4/10/16 5:08 PM, dumbstruck wrote: > Marketwatch has an article about new rules making reverse

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Reverse mortgages now almost a must?

On 4/10/16 5:08 PM, dumbstruck wrote: > Marketwatch has an article about new rules making reverse

4/12/16

njoracle, … Tad Borek5

3/28/16

Any Web Sites That Review SEP ?

On 3/28/2016 12:41 AM, njoracle wrote: > This for a self-employed person (a relative). I was

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Any Web Sites That Review SEP ?

On 3/28/2016 12:41 AM, njoracle wrote: > This for a self-employed person (a relative). I was

3/28/16

dumbstruck, David S. Meyers, CFP(R)4

3/23/16

Muni Bond ETFs looking good?

On Wednesday, March 23, 2016 at 7:30:04 AM UTC-10, David S. Meyers, CFP(R) wrote: > Do you mean

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Muni Bond ETFs looking good?

On Wednesday, March 23, 2016 at 7:30:04 AM UTC-10, David S. Meyers, CFP(R) wrote: > Do you mean

3/23/16

Digger, … saxman6

2/4/16

AT&T Wireless AWE stock is it of any value

replying to Juan, saxman wrote: I have a recent, similar situation. My dad passed away, and now my

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AT&T Wireless AWE stock is it of any value

replying to Juan, saxman wrote: I have a recent, similar situation. My dad passed away, and now my

2/4/16

Poe, … joanofthejungle10

1/30/16

Follow-Up re: Formally Complaining About Bungled 401K Rollover Request

replying to Poe, joanofthejungle wrote: Interesting problem and very similar to what I am currently

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Follow-Up re: Formally Complaining About Bungled 401K Rollover Request

replying to Poe, joanofthejungle wrote: Interesting problem and very similar to what I am currently

1/30/16

renor...@hotmail.com, David S. Meyers, CFP(R)5

1/8/16

Question on the new Social Security claiming rules

On Tuesday, January 5, 2016 at 8:20:05 AM UTC-8, renor...@hotmail.com wrote: > David, thank you

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Question on the new Social Security claiming rules

On Tuesday, January 5, 2016 at 8:20:05 AM UTC-8, renor...@hotmail.com wrote: > David, thank you

1/8/16

Bob, David S. Meyers, CFP(R)2

1/4/16

$ Gift To Grandson ?

On Monday, November 9, 2015 at 10:40:04 AM UTC-8, Bob wrote: > Would like to give a gift to a

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$ Gift To Grandson ?

On Monday, November 9, 2015 at 10:40:04 AM UTC-8, Bob wrote: > Would like to give a gift to a

1/4/16

Bill Woessner, … David S. Meyers, CFP(R)5

12/22/15

Calculating Roth IRA Basis

On Wednesday, December 9, 2015 at 11:50:04 AM UTC-8, Bill Woessner wrote: > I should be more

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Calculating Roth IRA Basis

On Wednesday, December 9, 2015 at 11:50:04 AM UTC-8, Bill Woessner wrote: > I should be more

12/22/15

Rich Carreiro, … David S. Meyers, CFP(R)6

12/22/15

Significant changes to social security claiming rules?

A great WSJ/blog post by Alicia Munnell about this: <http://blogs.wsj.com/experts/2015/12/02/why-

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Significant changes to social security claiming rules?

A great WSJ/blog post by Alicia Munnell about this: <http://blogs.wsj.com/experts/2015/12/02/why-

12/22/15

nish, David S. Meyers, CFP(R)2

12/9/15

Vendors Who Construct Pure Financial Plans

On Tuesday, December 1, 2015 at 3:50:07 PM UTC-8, nish wrote: > How do I find vendors who

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Vendors Who Construct Pure Financial Plans

On Tuesday, December 1, 2015 at 3:50:07 PM UTC-8, nish wrote: > How do I find vendors who

12/9/15

dumbstruck, Alan4

12/2/15

capital losses vs HC premium tax credit

On Monday, November 9, 2015 at 8:40:06 AM UTC-10, Alan wrote: > Fall under the poverty line and

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capital losses vs HC premium tax credit

On Monday, November 9, 2015 at 8:40:06 AM UTC-10, Alan wrote: > Fall under the poverty line and

12/2/15

12/1/15

Vendors Who Create Pure Financial Plans

How do I find vendors who specialize in constructing - and advising on - long term financial plans.

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Vendors Who Create Pure Financial Plans

How do I find vendors who specialize in constructing - and advising on - long term financial plans.

12/1/15

9/30/15

New SEC liquidity rules for funds, ETFs could have interesting effects

And a commenter on that post notes: "I bring your attention to the list of items on page 404

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New SEC liquidity rules for funds, ETFs could have interesting effects

And a commenter on that post notes: "I bring your attention to the list of items on page 404

9/30/15

9/29/15

Social Security grace year & non-service month

On 9/2/15 2:36 PM, Jenn wrote: > I worked Jan/Feb then retired end of Feb 2013 & cashed in

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Social Security grace year & non-service month

On 9/2/15 2:36 PM, Jenn wrote: > I worked Jan/Feb then retired end of Feb 2013 & cashed in

9/29/15

Tom, David S. Meyers, CFP(R)2

7/12/15

Is there a penalty to exchange Bellsout stock now?

On Saturday, May 23, 2015 at 12:40:02 AM UTC-7, Tom wrote: > Do I have to pay a per cent age of

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Is there a penalty to exchange Bellsout stock now?

On Saturday, May 23, 2015 at 12:40:02 AM UTC-7, Tom wrote: > Do I have to pay a per cent age of

7/12/15

Bill Woessner, … Mark Bole3

7/12/15

Roth Conversion 5-year Rule

On 2015-06-16 14:04, Bill Woessner wrote: > I have a Roth IRA that contains regular contributions,

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Roth Conversion 5-year Rule

On 2015-06-16 14:04, Bill Woessner wrote: > I have a Roth IRA that contains regular contributions,

7/12/15

taxed and spent, honda....@gmail.com2

6/26/15

Re: Least Expensive Corporate Trustee

On Monday, May 11, 2015 at 9:50:03 PM UTC-6, taxed and spent wrote: > <honda.lioness> wrote

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Re: Least Expensive Corporate Trustee

On Monday, May 11, 2015 at 9:50:03 PM UTC-6, taxed and spent wrote: > <honda.lioness> wrote

6/26/15

Bill Woessner, … Tad Borek9

4/30/15

Rental House: Keep or Sell?

On 4/29/2015 5:45 PM, Bill Woessner wrote: > Yeah, that's what I'm wondering. But if you

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Rental House: Keep or Sell?

On 4/29/2015 5:45 PM, Bill Woessner wrote: > Yeah, that's what I'm wondering. But if you

4/30/15

David S. Meyers, CFP(R), taxed and spent2

4/30/15

Social Security basics -- and WEP and GPO

"David S. Meyers, CFP(R)" <mi...@meyersmoney.com> wrote in message news:95526996-6995-

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Social Security basics -- and WEP and GPO

"David S. Meyers, CFP(R)" <mi...@meyersmoney.com> wrote in message news:95526996-6995-

4/30/15

rwwink, … Tad Borek6

2/20/15

On 2/19/2015 7:30 AM, rwwink wrote: > When the IRA was first established, it was funded 50/50 by

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On 2/19/2015 7:30 AM, rwwink wrote: > When the IRA was first established, it was funded 50/50 by

2/20/15

2/17/15

On Monday, February 2, 2015 at 5:50:06 AM UTC-6, rwwink wrote: > Yje wife is 73 and I am 69. She

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On Monday, February 2, 2015 at 5:50:06 AM UTC-6, rwwink wrote: > Yje wife is 73 and I am 69. She

2/17/15

12/3/14

Only silver plan rebates OOP, unaffordable care act

I guess the answer is no, it's not worthwhile to choose silver just for it's unique ability

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Only silver plan rebates OOP, unaffordable care act

I guess the answer is no, it's not worthwhile to choose silver just for it's unique ability

12/3/14

Bob, David S. Meyers, CFP(R)3

11/7/14

Trust Book Suggestion Explaining Options For A Trust For Grandson ?

Hello, Just a quick thanks for taking All the time to help me out in your reply. Much appreciated.

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Trust Book Suggestion Explaining Options For A Trust For Grandson ?

Hello, Just a quick thanks for taking All the time to help me out in your reply. Much appreciated.

11/7/14

Dave, … Beliavsky4

11/4/14

Asset Placement into Various Account Types

The spread between taxable and tax-exempt bond yields is so low that I think it makes sense to put

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Asset Placement into Various Account Types

The spread between taxable and tax-exempt bond yields is so low that I think it makes sense to put

11/4/14

David S. Meyers, CFP(R)

10/31/14

The Rise of the Robo-Advisors

>From <http://meyersmoney.wordpress.com/2014/10/31/financial-planning-versus-the-robo-advisors/

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The Rise of the Robo-Advisors

>From <http://meyersmoney.wordpress.com/2014/10/31/financial-planning-versus-the-robo-advisors/

10/31/14

Pico Rico, David S. Meyers, CFP(R)3

9/28/14

FDIC and NCUA insurance limits for trust accounts

"David S. Meyers, CFP(R)" <mi...@meyersmoney.com> wrote in message news:9ee8819e-d41f-

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FDIC and NCUA insurance limits for trust accounts

"David S. Meyers, CFP(R)" <mi...@meyersmoney.com> wrote in message news:9ee8819e-d41f-

9/28/14

honda....@gmail.com, … Beliavsky8

9/4/14

Irrevocable Trust for "Small" Estate?

On Wednesday, June 4, 2014 6:00:02 AM UTC-4, dumbstruck wrote: > Florida isn't so tax friendly

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Irrevocable Trust for "Small" Estate?

On Wednesday, June 4, 2014 6:00:02 AM UTC-4, dumbstruck wrote: > Florida isn't so tax friendly

9/4/14

Ron Peterson, … David S. Meyers, CFP(R)10

9/2/14

How quickly should capital gains be realized in a taxable account?

On Friday, August 29, 2014 11:50:02 AM UTC-7, Rich Carreiro wrote: > > Another thing you can do

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How quickly should capital gains be realized in a taxable account?

On Friday, August 29, 2014 11:50:02 AM UTC-7, Rich Carreiro wrote: > > Another thing you can do

9/2/14

dumbstruck, … David S. Meyers, CFP(R)6

8/4/14

Proven: best to increase stock allocation into retirement

On Tuesday, May 6, 2014 9:10:01 AM UTC-10, David S. Meyers, CFP(R) wrote: > Not exactly "

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Proven: best to increase stock allocation into retirement

On Tuesday, May 6, 2014 9:10:01 AM UTC-10, David S. Meyers, CFP(R) wrote: > Not exactly "

8/4/14

7/30/14

More than you wanted to know about non-transparent ETFs

A very informative article on non-transparent ETF. (Not that I personally see the point of them).

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More than you wanted to know about non-transparent ETFs

A very informative article on non-transparent ETF. (Not that I personally see the point of them).

7/30/14

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