Search found 5 matches

by eor
Mon Aug 12, 2019 4:15 pm
Forum: Personal Consumer Issues
Topic: Anyone been to a Kevin O'Leary event???
Replies: 22
Views: 3264

Re: Anyone been to a Kevin O'Leary event???

I went to an event about 2 weeks ago with my spouse who is a big Sharktank fan. Don't waste your time. The event lasted 3.5 hours. Mr. O'Leary did not come out until the last half hour, he was entertaining but the first 3 hours were brutal. First was someone trying to convince people to sign up for ...
by eor
Sat Aug 04, 2018 9:44 am
Forum: Personal Investments
Topic: QM in front of mutual fund
Replies: 5
Views: 304

Re: QM in front of mutual fund

QM stands for quantitative management. For more information about this strategy, see the objective tab of the fund on the T Rowe Price website.
by eor
Sat Dec 30, 2017 11:58 am
Forum: Investing - Theory, News & General
Topic: ATTENTION: Vanguard 529s? - Better Check Your Balance(s)
Replies: 44
Views: 3676

Re: ATTENTION: Vanguard 529s? - Better Check Your Balance(s)

Our 529 plan balances are correct. They are correct on the balances and holdings tabs of my mutual fund type account and are also correct in the 529 plan account area.
by eor
Thu Sep 10, 2015 8:24 pm
Forum: Personal Finance (Not Investing)
Topic: Umbrella Policy
Replies: 13
Views: 1867

Re: Umbrella Policy

We just got a $2M policy for $230. The price for $1M was $180.
by eor
Wed Mar 11, 2015 9:02 pm
Forum: Personal Finance (Not Investing)
Topic: Roth + 403b contributions exceed earned income?
Replies: 1
Views: 405

Roth + 403b contributions exceed earned income?

Is it ok for the total amount contributed to a Roth IRA and a 403b account to exceed earned income for the year? For example, earned income = 20,000. 403b employee contribution = 15,000. Roth IRA contribution = 6,500. Total contributions = 21,500, 1,500 more than earned income. MAGI is below the lim...