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2008-10-07 Personal Investment & Financial Planning - Self Directed IRA: Hi, Jerry First let me share the facts about IRA - Margin Trading: Conventional wisdom has convinced many traders that they can't trade their individual retirement account on margin. Brokerage...
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2008-10-06 Personal Investment & Financial Planning - Financial planning: Hi, Kristen B First of all, any retirement account cannot be a part of trust until the owner's death. The lawyer will not recommend this conversion. By law, the estate must pay off any debt before...
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2008-10-06 Retirement Planning - SIPC: I used to work for Ameriprise, and their funds have a reputation for underperformance, unfortunately. I hypothesize that the reason for this performance is the expenses, (to me the funds seem like expensive...
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2008-10-06 Personal Investment & Financial Planning - Equity Protected Funds: HI, Daniel The basic principle of most equity protected investments is that the bulk of investors' money goes into stocks, with a small amount being channelled into complicated instruments called derivatives...
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2008-10-06 Personal Investment & Financial Planning - Long Term Care insurance,: Hi, Vic Before we go on, there is no perfect answer - you never know what will happen tomorrow. So it is just a cost of buying a long term care insurance. I will not recommend the Medicaid because...
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