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Most Recent Posts

• Posts
• Discussion Board

• • Re: 72t/TIAA Traditional
    

    Jay,Generally, yes! If the distributions are made to your client during or after the year that sh...
    

    • Posted by Planner X, MBA, CMFC, CFP
    • on August 20, 2008 5:50 PM EDT

  • Tax

• • Re: Excel based tax software
    

    Tax Dude, agreed that software isn't all that is needed and tax isn't for everyone. But software ...
    

    • Posted by Tad Borek
    • on August 20, 2008 5:46 PM EDT

  • Tax

• • Re: Excel based tax software
    

    I don't want to rain on the parade, but I really have some strong opinions about preparing tax re...
    

    • Posted by The Tax Dude?
    • on August 20, 2008 5:29 PM EDT
    • Edited on August 20, 2008 5:30 PM EDT

  • Tax

• • Re: Overwhelmed with Student Loans
    

    LOL!! We did have that serious moment of, "You're education has cost you that much...it had bette...
    

    • Posted by SND
    • on August 20, 2008 4:18 PM EDT

  • Case Studies

• • Re: Vanguard change of beneficiaries
    

    fyi, here are copies of the original letters received from Vanguard:Page 1Page 2Page 3Page 4
    

    • Posted by Ronald Meyer
    • on August 20, 2008 3:40 PM EDT
    • Edited on August 20, 2008 5:40 PM EDT

  • Investments

• • Re: 72t/TIAA Traditional
    

    Right! The TIAA traditional cannot be taken as a lump sum.So back to the original question, can a...
    

    • Posted by Jay
    • on August 20, 2008 2:50 PM EDT

  • Tax

• • Re: 72t/TIAA Traditional
    

    As with 403b's in general and TIAA-CREF plans specifically, always refer to the plan document. Mo...
    

    • Posted by MrC
    • on August 20, 2008 2:14 PM EDT

  • Tax

• • Re: Overwhelmed with Student Loans
    

    I think your friend is going to have to have what I call a "Come to Jesus" moment. I know you can...
    

    • Posted by Planner X, MBA, CMFC, CFP
    • on August 20, 2008 12:29 PM EDT
    • Edited on August 20, 2008 12:34 PM EDT

  • Case Studies

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

    Use speed to your advantage by distinguishing significant activities from routine. Routine activ...
    

    • Posted by Vince Poscente
    • on August 20, 2008 12:27 PM EDT

  • Articles

• • Re: 72t/TIAA Traditional
    

    Okay, first, I would get a hold of the plan documents and read them.Second, I'm assuming that you...
    

    • Posted by Planner X, MBA, CMFC, CFP
    • on August 20, 2008 12:03 PM EDT

  • Tax

• • Shopping for replacement to DBCams+
    

    With the recent acquisition of DBCams by Morningstar, we are preparing ourselves for the possibil...
    

    • Posted by sgarrison
    • on August 20, 2008 11:05 AM EDT

  • Software

• • Overwhelmed with Student Loans
    

    Afriend recently came to me for some financial planning wisdom. She and her husband are newly mar...
    

    • Posted by SND
    • on August 20, 2008 9:05 AM EDT

  • Case Studies

• • Re: 72t/TIAA Traditional
    

    Yes, the client does need income.TIAA said that she cannot do a rollover. They say it can only co...
    

    • Posted by Jay
    • on August 20, 2008 8:31 AM EDT

  • Tax

• • 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