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Re: Law School Student Loan Refinancer?

Thank you all for the advice.

I think Wells Fargo doesn't do federal loans. At least, we spoke with them and there was some reason that they wouldn't do it that didn't relate to her specifics as a borrower. My memory is foggy.
by ksb
Fri Feb 14, 2014 12:20 pm
 
Forum: Personal Finance (Not Investing)
Topic: Law School Student Loan Refinancer?
Replies: 4
Views: 502

Law School Student Loan Refinancer?

My girlfriend is investigating refinancing her law school student loans. They're mainly federal loans. She attended Chapman, inasmuch as some refinancers discriminate by school. We're aware of Darien Rowayton Bank and SoFi.

Are there other refinancers out there that we should investigate?
by ksb
Thu Feb 13, 2014 7:38 pm
 
Forum: Personal Finance (Not Investing)
Topic: Law School Student Loan Refinancer?
Replies: 4
Views: 502

Re: Undo 401(k) contributions when switching jobs?

That is an excellent point, which gets me to the desired result - $17,500 contributed to Roth in 2014. Thank you for sharing your advice.
by ksb
Mon Dec 16, 2013 11:21 pm
 
Forum: Investing - Help with Personal Investments
Topic: Undo 401(k) contributions when switching jobs?
Replies: 2
Views: 220

Undo 401(k) contributions when switching jobs?

My company is being acquired effective January 1, and it looks like the new company offers only a traditional 401(k), and not a Roth 401(k). But I'm thinking of switching companies in 2014. If I do switch companies, can I "undo" my traditional 401(k) contributions with my current company, ...
by ksb
Mon Dec 16, 2013 9:41 pm
 
Forum: Investing - Help with Personal Investments
Topic: Undo 401(k) contributions when switching jobs?
Replies: 2
Views: 220

Re: VDMAX+VEMAX = VTIAX?

Thanks for the advice, everyone.

I asked the guy handling the transition if we can get VTIAX, and it's a small enough issue that I will find a way to carry on if we can't.
by ksb
Wed Sep 04, 2013 3:31 pm
 
Forum: Investing - Help with Personal Investments
Topic: VDMAX+VEMAX = VTIAX?
Replies: 4
Views: 555

VDMAX+VEMAX = VTIAX?

My 401(k) is switching to Vanguard, and they're looking at offering the Developing Markets Index (VDMAX) and the Emerging Markets Index (VEMAX), but not the Total International Index (VTIAX). I'd prefer to have VTIAX, but won't make a fuss if a suitable weighting of VDMAX and VEMAX produces the same...
by ksb
Wed Sep 04, 2013 1:45 pm
 
Forum: Investing - Help with Personal Investments
Topic: VDMAX+VEMAX = VTIAX?
Replies: 4
Views: 555

Re: Transferring property in Washington state

Disclaimer: I am an attorney licensed to practice in WA, but I'm not your attorney. And for all you know, I could be a really poor attorney who's currently at risk of being disbarred. Caveat emptor. I did a similar thing (quitclaim my mom's house to my parents' community property). $400 seems reason...
by ksb
Tue Jul 16, 2013 12:12 pm
 
Forum: Personal Finance (Not Investing)
Topic: Transferring property
Replies: 8
Views: 699

Re: Avoiding capital gains v. Diversifying?

Thank you for the advice, everyone.
by ksb
Fri Apr 19, 2013 12:59 pm
 
Forum: Investing - Help with Personal Investments
Topic: Avoiding capital gains v. Diversifying?
Replies: 21
Views: 1378

Re: Avoiding capital gains v. Diversifying?

Thanks for the welcome, and the advice, everyone. I'm a long-time lurker, and just finally had a topic worth posting about. Given that I'm a long-time lurker, you would think I would've known to include enough information. Let me remedy that. -My parents are 65 and 68 -Their portfolio inclusive of t...
by ksb
Thu Apr 18, 2013 7:53 pm
 
Forum: Investing - Help with Personal Investments
Topic: Avoiding capital gains v. Diversifying?
Replies: 21
Views: 1378

Avoiding capital gains v. Diversifying?

My parents have 13% of their assets in a single company's stock (in a taxable account). They've held this stock forever, so the cost basis is relatively low. If they sell it to diversity, they of course gain the diversification at the cost of paying tax. If they hold it, they're lack the diversifica...
by ksb
Thu Apr 18, 2013 1:07 pm
 
Forum: Investing - Help with Personal Investments
Topic: Avoiding capital gains v. Diversifying?
Replies: 21
Views: 1378

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