- October 30, 2013
- admin
- FAQs, Financial Planning FAQs, Guides
Table of Contents How do I determine my long-term financial goals? Is there any validity to financial planning “rules of thumb”–such as “saving 10% of your gross income”? What do women in particular need to keep in mind with regard to financial planning? What special problems do unmarried couples have to be concerned with in […]
- October 30, 2013
- admin
- FAQs, Financial Planning FAQs, Guides
Table of Contents What are the steps in the investment process? What types of risks are involved in investing? What steps can I take to avoid unnecessary risks? What questions should I ask before making any investment? What questions should I ask before making a mutual fund investment? What investment hazards should I look out […]
- October 30, 2013
- admin
- FAQs, Financial Planning FAQs, Guides
Table of Contents What are variable annuities? How do annuities work? Should I invest in annuities? Should a retiree purchase an immediate annuity? How do life annuities differ from life insurance? What’s the down side to buying an annuity? What types of annuities are available? What are my options for collecting my annuity? What’s the […]
- October 30, 2013
- admin
- FAQs, Financial Planning FAQs, Guides
Table of Contents What is a bond? What are the various types of bonds? How are bonds classified? What is meant by the term “bond quality”? What is a “bond call provision”? What is a bond rating? What factors affect bond prices? Should I buy individual bonds directly or through a mutual fund? What types […]
- October 30, 2013
- admin
- FAQs, Financial Planning FAQs, Guides
Table of Contents How are mutual fund tax distributions taxed? Are reinvested dividends from a mutual fund taxable? Am I subject to tax if I switch from one fund to another in the same family? Am I subject to tax on return-of-capital distributions? Should I invest in tax-exempt funds to cut my income taxes? How […]
- October 30, 2013
- admin
- FAQs, Financial Planning FAQs, Guides
Table of Contents How are Stocks Traded? What are the Differences Between Over-the-Counter Trades and Stock-Exchange Trades? Are My Mutual Fund Investments Protected by Insurance? How Are Securities Held? What are the Differences Between Preferred Stock and Common Stock? What are Restricted Securities? How Can Foreign Stocks Be Bought? What are Dividend Reinvestment Plans? […]
- October 30, 2013
- admin
- FAQs, Financial Planning FAQs, Guides
Table of Contents When should I start saving for my child’s education? How much will my child’s college education cost? How should I invest my child’s college fund? What is the American Opportunity Tax Credit? What is the “kiddie tax”? What is an Education IRA and who is eligible for one? If you have insufficient […]
- October 30, 2013
- admin
- FAQs, Financial Planning FAQs, Guides
Table of Contents Will my heirs owe income taxes when they inherit my retirement assets? Will my heirs owe estate taxes on inherited retirement assets? Is estate tax deferred if my heir will get an annuity? How can I minimize or eliminate tax on inherited retirement assets? How should I take distributions from my retirement […]
- October 30, 2013
- admin
- FAQs, Financial Planning FAQs, Guides
Table of Contents How should I take distributions from my retirement plan? When is it best to take a lump-sum distribution from my retirement plan? What should I do about my retirement plan assets in my ex-employer’s plan if I change jobs? Can creditors get at my retirement assets? How will my state tax affect […]
- October 30, 2013
- admin
- FAQs, Financial Planning FAQs, Guides
Table of Contents When should I use a rollover to my IRA? Is there a downside to an IRA rollover? When should I use a rollover to my IRA? That depends on your particular needs and circumstances. Here are some reasons you might want to roll over distributions to your IRA: You want to, […]
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