Bogleheads.org

jimcrawford01

You've got it right. Capital assets receive a stepped up basis, but ordinary income assets still retain their ordinary income characteristics and remain taxable following death. The mistake may have been to pull all the incoome out at one time. Gill Thanks for the response. Trusts, Annuities, Life ...

jimcrawford01

If you go to the free dinner seminar and you buy the annuity, the living trust, the timeshare, or the bridge, not only did you pay for your free dinner, but you paid for the free dinners for everyone else in the room. Well, you answered a question but not exactly the one that I asked. A simple erro...

jimcrawford01

I am the Personal Rep for the estate of my deceased step dad. He had a Revocable Trust that owned an Interest Annuity. He bought this Annuity for $150,000 and at the time of his death, was surrendered for $230,000. So, an $80,000 gain that has not been taxed. If the estate pays the tax on this (befo...

jimcrawford01

. Over 330 new sign ups on March 3, 2015 - maybe things will are starting to take off. This Wall Street Journal article by Boglehead Allan Roth definitely helped. https://www.bogleheads.org/forum/viewtopic.php?p=2401081#p2401081 I have written to my Congressional person who is on the Committee, urg...

jimcrawford01

I wish Vanguard would either rein in TurboTax or switch to a less greedy competitor. Tell your Flagship rep. I'l definitely let mine know. I did indeed speak with my Vanguard Flagship person and several others reps, as well. I am very disappointed in Vanguard. They are trying to "give" me...

jimcrawford01

Rather than surrendering it he'd probably be better off doing a like kind exchange into a Vanguard variable annuity, the ER of Vanguard's variable annuity accounts are slightly higher than the base funds but still very reasonable and probably much lower than what he's paying. Vanguard offers many o...

jimcrawford01

Annuities cannot be rolled into an IRA of any type or to a qualified employer plan. To avoid taxes on the surrender of an annuity, the annuity owner is limited to an exchange under Sec 1035: https://www.immediateannuities.com/1035-annuity-exchanges/ Of course, the result is another insurance produc...

jimcrawford01

Annuities cannot be rolled into an IRA of any type or to a qualified employer plan. To avoid taxes on the surrender of an annuity, the annuity owner is limited to an exchange under Sec 1035: https://www.immediateannuities.com/1035-annuity-exchanges/ Of course, the result is another insurance produc...

jimcrawford01

My nephew was (unfortunately) steered to a variable annuity with Metlife more than 14 years ago. My advice to him is to surrender it and walk away. Then, if possible, rollover the money into his Roth. Can the money be rolled over into his existing Roth IRA? Or is the money simply considered income (...

jimcrawford01

2100.078

jimcrawford01

My Savings Bond Wizard wants to update but every time I try to do it, it bombs out. I leaves a window titled "0% Extacting" that won't go away until I reboot. Anyone else having this problem? I had a problem because I use Chrome for my browser (no pun intended). No problem if I use IE or ...

jimcrawford01

Pilots and pilot unions are quite afraid of the further race to the bottom posed by Norwegian's business model. However, safety would not be a reason for which I would not fly on the airline. There are other carriers with safety cultures which scare me much more. Norwegian is being quite innovative...

jimcrawford01

Quote from ALPA (Airline Pilots Association): Norwegian Air International, a subsidiary of a Norwegian airline, has headquartered its operations in Ireland to take advantage of a lower labor and regulatory environment—counter to U.S. law and the U.S.-EU Air Transport Agreement, or Open Skies. NAI’s ...

jimcrawford01

1926.01

jimcrawford01

I am interested in keeping the number of accounts down and keeping things simple. If I have existing Roth IRAs that were converted three years ago from traditional IRAs, can I add additional funds to the converted Roths or do I need to open a new Roth for funds I would like to add this year? I am r...

jimcrawford01

I am interested in keeping the number of accounts down and keeping things simple. If I have existing Roth IRAs that were converted three years ago from traditional IRAs, can I add additional funds to the converted Roths or do I need to open a new Roth for funds I would like to add this year? I thin...

jimcrawford01

I am interested in keeping the number of accounts down and keeping things simple. If I have existing Roth IRAs that were converted three years ago from traditional IRAs, can I add additional funds to the converted Roths or do I need to open a new Roth for funds I would like to add this year? I thin...

jimcrawford01

Thanks to all who responded. My friend and I met with the Primerica rep who was selling the MetLife Primelite IV Variable Annuity. I was NOT impressed. At times, it seemed that I might know more than she did. THAT is a scary thought. The first five minutes did not go well so she called her boss and ...

jimcrawford01

I would not try to talk your friend into or out of the variable annuity or becomming a BH. The most I would say is that you don't personally care for variable annuities and that you are a BH. Leave the rest to him. As soon as you talk him into anything, something will happen to lower the value of h...

jimcrawford01

Thanks to all. Your replies are appreciated. You have confirmed my beliefs. Now, I will try to persuade my friend. I have read the glossy pamphlets and the Prospectus but still didn't have a good command of the info. They certainly do not make it easy! I do have a plan. We are to meet with the agent...

jimcrawford01

A friend is considering a Metlife PrimElite IV Variable Annuity. The agent trying to sell this thing states that it has a guaranteed 5%, even in years of market downturn. I'm skeptical. I had always thought that Variable Annuities were to be avoided due to excessive fees. An SPIA is more my style bu...

jimcrawford01

1511.56

jimcrawford01

Hi Maria

I need you town and email address and I will add you to the list.

Plz reply to:

jimcrawford36@yahoo.com

Thanx.

Jim

jimcrawford01

Dr12 and jojay

Please email me at

jimcrawford36@yahoo.com

Need

first name
Email address
City

I private mailed you but no response.

Jim

jimcrawford01

GA (General Aviation) covers a very wide range of flyers, aircraft and operations.

In addition to all previously cited, EAA.org (Experimental Aircraft Association) would be worth your efforts.

Keep the shiny side up.

Jim

jimcrawford01

I am trying to use a Spread Sheet to determine the BETA of my Portfolio. Does Vanguard provide this anywhere? Do any of you do this yourself? Can you describe how you do it? I can get the daily movement of the DJIA, S&P500 and Nasdaq, expressed in %. I can take movement of the portfolio in $ and...

jimcrawford01

Mr Bogle is da MAN.

He certainly changed the course of my life, for the better.

I will always be grateful.

jimcrawford01

Airplane and Motorcycle.

Otherwise, I am a true BogleHead. That is how I can participate in the Airplane and Motorcycle activities.

jimcrawford01

leod wrote:count me in

Hello leod

Sent you a PM.

Plz check in at

jimcrawford36@yahoo.com

Thanks

Jim

jimcrawford01

Mel Lindauer wrote:Wonder if they're still snowed in?

Not this year. A very unusual Winter.

jimcrawford01

Forming a Local Chapter BUT have not heard from any folks in MAINE.

I knowyou're out there.

jimcrawford36@yahoo.com

Jim

jimcrawford01

tfb wrote:
boglethis wrote:how come?
Rate too low. Having to hold 20 years for a half-decent rate is too long.

But isn't the gain tax free if used for education? Not a bad vehicle for the kid's education.

jimcrawford01

Make sure you ask F to explain Jeff Vinnick and Micron Tech circa 1986. I'm sure that F still has your best interests in mind and will always be truthful with you and all their customers, as they always have, right?

jimcrawford01

Hello Bogleheads My name is Jim Crawford and I live in Center Conway, NH. I recently volunteered to be the Coordinator for a new Local Boglehead Chapter and Mel L has been kind enough to set it up for us. We have named it the NH/ME Local Chapter (LC) but I don’t think that it precludes anyone from p...

jimcrawford01

Hello Bogleheads My name is Jim Crawford and I live in Center Conway, NH. I recently volunteered to be the Coordinator for a new Local Boglehead Chapter and Mel L has been kind enough to set it up for us. We have named it the NH/ME Local Chapter (LC) but I don’t think that it precludes anyone from p...

jimcrawford01

I live in Center Conway, NH. Would that qualify?

jimcrawford01

While Mr Bogle is THE MAN and the $$ is for charity, the fact that I am a Boglehead will preclude my participation. Thanks for the invite.

Bogleheads.org

Search found 87 matches

Re: Trust Income Inheritance - Taxable?

Re: Trust Income Inheritance - Taxable?

Trust Income Inheritance - Taxable?

Re: Petition for Jack Bogle's Presidential Medal of Freedom

Re: TurboTax '14 Deluxe (Desktop) Excludes Schedule D

Re: Annuity into Roth?

Re: Annuity into Roth?

Re: Annuity into Roth?

Annuity into Roth?

Re: 2015 BOGLEHEAD CONTEST REGISTRATION

Re: Savings Bond Wizard update keeps failing

Re: Norwegian Airlines

Re: Norwegian Airlines

Re: REGISTRATION FOR THE 2014 BOGLEHEAD CONTEST

Re: Can I add to a converted IRA?

Re: Can I add to a converted IRA?

Re: Can I add to a converted IRA?

Re: Metlife Variable Annuity Qs

Re: Metlife Variable Annuity Qs

Re: Metlife Variable Annuity Qs

Metlife Variable Annuity Qs

Re: 2013 BOGLEHEAD CONTEST REGISTRATION

Re: New Hampshire/Maine Local Chapter

Re: New Hampshire/Maine Local Chapter

Re: Education advice from Boglehead pilots?

Calculating My BETA

Re: The house that Bogle built

Re: Where do we bogleheads Splurge?!

Re: NH/ME Local Chapter Includes MAINE

Re: NH/ME Local Chapter Includes MAINE

NH/ME Local Chapter Includes MAINE

Re: series ee savings bonds

Re: Fidelity Vs. Vanguard - Apples to Apples?

Re: Any Local Chapters in NH?

New Hampshire/Maine Local Chapter

Re: New Hampshire Seacoast Chapter

Re: WANT TO HAVE LUNCH WITH JACK BOGLE?