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Re: annuity inheritance

I think the account was an IRA in a fixed annuity.
by rogers-SNK
Fri Dec 19, 2014 2:43 pm
 
Forum: Investing - Help with Personal Investments
Topic: annuity inheritance
Replies: 2
Views: 325

annuity inheritance

If you get an inheritance from an annuity, you have to liquidate that account and are hit with the tax all at once, or can make a beneficial IRA (5 year limit), or can make another type of account where you do minimum withdrawals. Is the above true? How does one find more information? Also if you ma...
by rogers-SNK
Fri Dec 19, 2014 1:38 pm
 
Forum: Investing - Help with Personal Investments
Topic: annuity inheritance
Replies: 2
Views: 325

Re: AllClear ID identity theft protection?

Home Depot and SuperValue are offering this as well. It will not hurt your credit score and signing up was pretty easy at least through the Home Depot breach 1 year offer. From my understanding, this wont stop people from using your credit just makes you aware. Its up to you then to fight it out to ...
by rogers-SNK
Tue Sep 30, 2014 1:22 pm
 
Forum: Personal Finance (Not Investing)
Topic: AllClear ID identity theft protection?
Replies: 7
Views: 345

Re: finding the leak(s) in underground sprinkler system

I suspected that our sprinkler system is leaking water, because I got a water bill of more than $100 and I only watered my lawn once last month. The problem is that I cannot see where it is leaking. My plan is to not winterize it this time (just turn it off), and wait until the next spring to have ...
by rogers-SNK
Mon Sep 29, 2014 10:12 am
 
Forum: Personal Consumer Issues
Topic: finding the leak(s) in underground sprinkler system
Replies: 5
Views: 679

Dallas-Fort Worth things to do

Anyone have any suggestions on things to do/see in Dallas/Fort-Worth?
by rogers-SNK
Tue Sep 09, 2014 1:51 pm
 
Forum: Personal Consumer Issues
Topic: Dallas-Fort Worth things to do
Replies: 13
Views: 628

Term to Perm Insurance

Is it common practice to get term insurance and then as you get closer to the end of your term to convert some or all of it to permanent? Are there pros/cons of doing this? If recommended what do you need to look for on your term insurance when you get it so you have this option.
by rogers-SNK
Wed Aug 27, 2014 7:54 am
 
Forum: Personal Finance (Not Investing)
Topic: Term to Perm Insurance
Replies: 4
Views: 249

Re: What is your most memorable 1 week vacation?

DFrank, night time there must be incredible - can't imagine the night sky you'd see. What the name of the rig your towing? Is it Australian? Thanks. Yes, the night skies in south-central Utah are amazing. Natural Bridges National Monument, which is nearby, was the first International Dark Sky Park....
by rogers-SNK
Mon Aug 25, 2014 1:35 pm
 
Forum: Personal Consumer Issues
Topic: What is your most memorable 1 week vacation?
Replies: 91
Views: 8277

Re: $3000 to invest for 3 years

asking on this forum what stocks to pick or where to get information is the wrong forum

if you need 3k in 3 years, listen to the other postings...

prh116 wrote:I'd stick to Cramer


Lol, I wonder if you would come out ahead doing the opposite of him.
by rogers-SNK
Mon Mar 24, 2014 2:21 pm
 
Forum: Investing - Help with Personal Investments
Topic: $3000 to invest for 3 years
Replies: 18
Views: 1317

Brokerage Sub Portofolios/Accounts?

My uncle wants to help his two grandsons about investing.

He'd like to have a main account but be able to track the two boys progress individually like two sub portfolios? Do online brokerages, e-trade, etc... offer that ability? Or is he stuck with having to open two different accounts?

Thanks!
by rogers-SNK
Mon Mar 24, 2014 10:22 am
 
Forum: Investing - Help with Personal Investments
Topic: Brokerage Sub Portofolios/Accounts?
Replies: 1
Views: 181

Re: Could I retire…. next week?

Dennis,

Others can offer better advice than me, but I wanted to extend my sympathies for your loss. I can't put into words the pain you are probably going through but will offer this quote by A.A. Milne.

How lucky am I to have something that makes saying goodbye so hard.
by rogers-SNK
Mon Mar 17, 2014 8:07 am
 
Forum: Investing - Help with Personal Investments
Topic: Could I retire…. next week?
Replies: 13
Views: 2932

Re: Warren Buffett's portfolio for his wife: Vanguard index

is VFINX good for a taxable account or should one stick with total stock market?
by rogers-SNK
Wed Feb 26, 2014 9:24 am
 
Forum: Investing - Theory, News & General
Topic: Warren Buffett's portfolio for his wife: Vanguard index fund
Replies: 70
Views: 12022

Re: [Visiting] Oahu

You guys/gals are awesome, in case no one has told you yet. Several restaurant reservations now made. I will post them when I get a chance. I think we are going to rent a car for our last 3 or 4 days there, man parking looks like it is crazy expensive ($35 a day). We will probably try and book a Pea...
by rogers-SNK
Sun Apr 14, 2013 3:56 pm
 
Forum: Personal Consumer Issues
Topic: [Visiting] Oahu
Replies: 32
Views: 3114

Re: Oahu

We are staying in Waikiki due to a conference we have there. Thanks for all the input and replies so far.
by rogers-SNK
Thu Apr 11, 2013 12:17 pm
 
Forum: Personal Consumer Issues
Topic: [Visiting] Oahu
Replies: 32
Views: 3114

Re: Those of you with alot of money, how did you do it?

you could do like this guy, PB&J's, no car, no kids, no income tax state...

http://lifeinc.today.com/_news/2013/04/ ... -time?lite
by rogers-SNK
Wed Apr 10, 2013 9:42 am
 
Forum: Personal Finance (Not Investing)
Topic: Those of you with alot of money, how did you do it?
Replies: 81
Views: 9374

[Visiting] Oahu

Anyone have any pointers on going to Oahu, will be there for a week.

Some items:
1. Best way to see Pearl Harbor.
2. Good places to eat?
3. Zoo/Aquarimum worth it?
4. Interesting hikes?
5. Other things to see/do?
by rogers-SNK
Tue Apr 09, 2013 8:57 am
 
Forum: Personal Consumer Issues
Topic: [Visiting] Oahu
Replies: 32
Views: 3114

Monthly/Quarterly/Annually? investing

How much should one have before making purchases of a MF or ETF, say like VTSM. Is a 3-4 hundred a month too small and should save up and wait to buy bigger chunks?

Thanks,
Rogers
by rogers-SNK
Mon Apr 01, 2013 12:57 pm
 
Forum: Investing - Help with Personal Investments
Topic: Monthly/Quarterly/Annually? investing
Replies: 2
Views: 374

Re: What do different classes of a fund mean?

Edited original to show its an ROTH IRA. Yeah 2.14% just seems high to me. According to AmeriPrise site, Vanguard funds are available through them, I wonder if his planner would allow a transfer to that fund.
by rogers-SNK
Tue Mar 26, 2013 12:49 pm
 
Forum: Investing - Help with Personal Investments
Topic: What do different classes of a fund mean?
Replies: 11
Views: 605

Re: What do different classes of a fund mean?

So if I get him to transfer out of that fund, he'd take a 1% hit on the transfer? I assume that his planner would then start to charge him for services as he pays nothing right now but all he has is a roth anyways...
by rogers-SNK
Tue Mar 26, 2013 9:57 am
 
Forum: Investing - Help with Personal Investments
Topic: What do different classes of a fund mean?
Replies: 11
Views: 605

What do different classes of a fund mean?

My brother has an AmeriPrise Planner and has his ROTH IRA in a John Hancock fund "Lifestyle Growth" Class C (ticker JCLGX). First of all what is the difference between the different classes, they offer A,B,C? I assume A probably has a initial Sales Load charge of 5%? Second, when I'm looki...
by rogers-SNK
Tue Mar 26, 2013 8:24 am
 
Forum: Investing - Help with Personal Investments
Topic: What do different classes of a fund mean?
Replies: 11
Views: 605

2012 Roth Contribution

I can put 5k in to my roth this year. I just have my roth in an passive heavy equity low ER right now. So my question is can I put my 2012 contribution into my roth but put it in some kind of holder (cash?) area, and then dole it into the standard area at like a grand a pop over a period of time to ...
by rogers-SNK
Tue Mar 05, 2013 1:19 pm
 
Forum: Investing - Help with Personal Investments
Topic: 2012 Roth Contribution
Replies: 3
Views: 497

Re: Taxable investing [Portfolio Help]

Thank you all for the replies!
The ETF for TSM seems to have the same ER has the Admiral TSM.
If I opened a Vanguard Brokerage account, I'd avoid the 9.99 commission from e-trade I think.

For i-bonds, are those just individual savings bonds that you can only get through treasury direct?
by rogers-SNK
Thu Feb 14, 2013 11:23 am
 
Forum: Investing - Help with Personal Investments
Topic: Taxable investing [Portfolio Help]
Replies: 9
Views: 821

Taxable investing [Portfolio Help]

Hi everyone, First thanks for all the information on this board. I learn more on here than from my fianicial advisor. I am currently reading the Boglehead's investing book, and one from Larry Swedroe called "The only guide to a Winning Investment Strategy". If one is already maxing out 401...
by rogers-SNK
Wed Feb 13, 2013 3:16 pm
 
Forum: Investing - Help with Personal Investments
Topic: Taxable investing [Portfolio Help]
Replies: 9
Views: 821

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