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Re: Portfolio and Annuity Help

Dale,

Thank you for the initial response. Have asked in laws for more info about the VA and it turns out it is a qualified. Looking into riders involved in contract.

Thanks,
Rupert
by RupertSM
Thu Feb 14, 2013 9:36 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio and Annuity Help
Replies: 3
Views: 310

Portfolio and Annuity Help

Hi all. Thank you in advance for your time and consideration. My father in law (62 yo) is retired, my mother in law (58 yo) works, makes about 75k/yr, but job is not stable. They have the following and was looking for advice with the Variable Annuity, especially as that is the bulk of their assets. ...
by RupertSM
Thu Feb 14, 2013 6:22 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio and Annuity Help
Replies: 3
Views: 310

Re: Investment Bank Internship versus Accounting Courses

She should take an internship and here's why. Most, if not all, of the investment banks fill their first year "analyst" classes from their prior summer's internship program. For example, by the end of the summer interns are made full time job offers or not. These rising seniors then can st...
by RupertSM
Wed Feb 13, 2013 10:55 pm
 
Forum: Personal Finance (Not Investing)
Topic: Investment Bank Internship versus Accounting Courses
Replies: 27
Views: 1319

Re: Is this the Permanent Portfolio?

Ray Dalio on Squawk Box at this moment. Sounds like he just described a permanent portfolio, although he did not use that name nor get specific on holdings. He is speaking about a portfolio that has 1/4 of assets in something that does well in good times, 1/4 in something that does well in inflation...
by RupertSM
Thu Jan 24, 2013 8:56 am
 
Forum: Investing - Theory, News & General
Topic: Is this the Permanent Portfolio?
Replies: 11
Views: 1611

Re: Perhaps I dont quite understand bonds

You need to consider how bonds, whether they are US treasuries, IG corporates, mortgage bonds, non US$ denominated, etc fit into your AA. For example, I prefer to own US Treasuries, and long dated ones at that, as part of my AA. Why? Longer duration US Treasuries allow me to take more risk in my equ...
by RupertSM
Mon Dec 10, 2012 2:50 pm
 
Forum: Investing - Help with Personal Investments
Topic: Perhaps I dont quite understand bonds
Replies: 43
Views: 2703

Re: Recharacterization of traditional IRA to SEP IRA

Hi Alan, Thank you for the insight. Yes, Pub 590 does not explicitly forbid the recharacterization of the tIRA contribution to the SEP-IRA. Nor does it give that type of recharacterization as a specific example. I hesitated claiming an excess tIRA contribution, having it returned and then contributi...
by RupertSM
Thu Dec 06, 2012 6:07 pm
 
Forum: Investing - Help with Personal Investments
Topic: Recharacterization of traditional IRA to SEP IRA
Replies: 2
Views: 357

Recharacterization of traditional IRA to SEP IRA

Hi Everyone Much wisdom here and I am a long time adherent to the Boglehead Philosophy. I'd like to thank all the participants for the wisdom. Here is some background on the situation: In January 2012 my wife made a $5000 contribution to her traditional IRA at WellsTrade. For 2012 she is self employ...
by RupertSM
Thu Dec 06, 2012 11:23 am
 
Forum: Investing - Help with Personal Investments
Topic: Recharacterization of traditional IRA to SEP IRA
Replies: 2
Views: 357

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