Search found 12 matches

by huskerblue
Thu Jun 24, 2010 11:36 pm
Forum: Personal Finance (Not Investing)
Topic: A question of trustee succession
Replies: 123
Views: 15539

Intruder and JDCPA are on point.

The issues raised by some here show a lack of a grasp of the magnitude of the duties presented in a fiduciary situation.
by huskerblue
Tue Aug 25, 2009 7:01 pm
Forum: Investing - Theory, News & General
Topic: Swedroe new book, question on international REITS
Replies: 57
Views: 9941

Have I missed something? A thread about int'l REIT's and no mention of RWX?
by huskerblue
Mon Aug 24, 2009 11:05 pm
Forum: Investing - Theory, News & General
Topic: The Decumulation Phase
Replies: 138
Views: 58090

I'm into it a ways and it is interesting but so far for a guy who is out to show the variability of all things investing and debunking myths, he sure is intent on showing static withdrawal rates to prove his reality for all his average Joe's. I have yet to meet an old person who, in the face of a de...
by huskerblue
Sun Aug 23, 2009 12:18 pm
Forum: Investing - Theory, News & General
Topic: The Decumulation Phase
Replies: 138
Views: 58090

Okay, so I'm computer challenged. :oops: I downloaded the book but now I can't find it on my computer. Advice?

Thanks.
by huskerblue
Fri Feb 13, 2009 11:01 pm
Forum: Personal Finance (Not Investing)
Topic: Bill Amending the Estate Tax
Replies: 12
Views: 2274

Re: No more need for bypass trusts?

Fishndoc: I believe this portion would mean there would no longer be a need to do a bypass trust to claim the credit for the first deceased spouse. I'll guess lawyers are already contacting their lobbyists to be sure this won't happen. Along with the insurance industry. Rick, why would the insuranc...
by huskerblue
Mon Jan 19, 2009 12:51 pm
Forum: Investing - Help with Personal Investments
Topic: New type of CD? (over 60)
Replies: 8
Views: 1900

Interesting concept.

A reminder though that any CD can be broken but you forfeit some interest if you do so. How much would be spelled out in the contract but 3 months is typical for what I have seen.
by huskerblue
Sat Jan 17, 2009 10:29 am
Forum: Personal Finance (Not Investing)
Topic: Has anyone been debt-free and not liked it?
Replies: 65
Views: 11724

Paid off house after 7 years in July 2007. Laid off from job in August 2008. Wife's job brings in enough to cover ALL bills after pulling back on 401(k) contrib to just enough to get full match, less dinners outs, less silly spending, etc. Received a couple offers on jobs that weren't what I really ...
by huskerblue
Wed Jan 14, 2009 6:25 pm
Forum: Investing - Theory, News & General
Topic: The New Paranoia: Hedge-Funders Are Bullish on Gold, Guns, a
Replies: 20
Views: 3014

Three words:

Hale Bopp comet.
by huskerblue
Wed Jan 14, 2009 6:21 pm
Forum: Personal Finance (Not Investing)
Topic: Is inherited money taxable?
Replies: 20
Views: 8508

On the stump during the election, McCain called for a $5 mill levl and Obama for a $3.5 mill level. Ho nws hat well get but Obama's desire may win the day.

One thing's for sure, total repeal for one year and then a return to $1 mill will not stand.
by huskerblue
Wed Jan 14, 2009 4:39 pm
Forum: Personal Finance (Not Investing)
Topic: Is inherited money taxable?
Replies: 20
Views: 8508

Re: Is inherited money taxable?

How is cash received as an inheritance taxed? Not as income, but perhaps as something else? A number of years ago, the father of a friend of mine died. He was a farmer and passed the farm on to one of his sons. The other children were to receive cash as their share of the estate, but because there ...
by huskerblue
Wed Jan 14, 2009 12:48 pm
Forum: Personal Finance (Not Investing)
Topic: Is inherited money taxable?
Replies: 20
Views: 8508

Although there are INCOME taxes due for recipients on inheritances in the final tax year of the estate (or prior years if partial distribs are made), if the Executor does their job right, the EXPENSES of the estate in that same fiscal year pour out to the benes too so you can receive a substantial i...
by huskerblue
Thu Jan 08, 2009 10:12 pm
Forum: Personal Finance (Not Investing)
Topic: Will TurboTax Delux handle fund/stock sales?
Replies: 23
Views: 8744

A little time saving trick I have used for many years----if you use Quicken or MMoney, print your capital gain/loss report from the program. In Turbotax or Taxcut, enter the bought and sold dates as "VAR", the program will print in "various" on the Schedule D automatically. Take ...

Go to advanced search