Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
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Derf
davidrmoran : No need to send billing, it's the amount that caught my attention!
@davidrmoran:
You need to study up, too. It all depends, man. It all depends on what we add. And whether we pay. No one with the power wants to do it right.
Your last sentence sums up what I was trying to put front & center.
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@msf: You said: You might try to tax the earnings, but pragmatically this is virtually impossible, at least retroactively (on existing Roth money). That's because people don't have complete records of contributions vs. earnings, especially with inte…
@ bee: At one time didn't you throw out the idea to use target date funds to accomplish this in a retirement portfolio ? Ret. income, 2020, 2025, 2030.
@ Old Skeet; You bring up a point of interest. How much to put in each pot so to speak?
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Thanks for all the replies.
Let me state this surrender charge applied to friends mother. If I understood her they were very high !!
I held my late wife's 401-k for a number of years to receive some extra guidance & liability issues. At th…
Do surrender charges or fees ever come into play when doing a rollover ? The reason I asked. After a recent conversation, I was told mother would have to pay a surrender fee from husband's 401-k, who passed away.
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davidrmoran, you walk into the ER with a broken arm. Senator xy or z walks in with a broken arm 5 or 10 minutes later. Do you or the senator get taken care of first?
Derf
@hank; Had identity theft a few years back. About $700 or $800 involved. I filed police report & froze one of the 3 big credit agencies.
Knock on wood, no problems so far.
Derf
I read today that WFC dropped and addition $3+million into the pot as they were a little short on the number of people they used !
Have a great weekend, Derf
Yes sir , a nice day for stocks in general. I'm thinking of taking some gains for the year, in retirement accounts. I'm wondering if others have been taking some $$$ of the table ?
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@ davidmoran: What I'm trying to point out , the article starts out with the word some, why not say most have the liquidity of large caps. Have a good night.
Derf
Catch 22: I went back & took a peek At all 4 accounts. LC up, LCV down Energy down, Foreign down...... Total is off only -.01
JoJo26 the sky isn't falling yet !
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4 banger here: 2005Camery & love it. Now if I had 4 - 200+#'s Plus 4 sets of clubs in the trunk, I just might have a merging problem.
What you need to get is a V4-V8 !!!!
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Not Old_Skeet, but is this what your looking for:
@DavidV
There has been news of late that centers around possible war with North Korea and its effect this is currently having on a richly priced stock market. No doubt, my thinking is, big money has …
@Catch22: If you shop on-line , go company by company. A few years back I used a catch all internet connection . Get 6 quotes at one place. What I received was someone opening a credit card with the info I gave them.
Since a few plugs were throw…
