r2i forum

For those that have PIO card and are US citizens - 1. Can someone put $ into fixed deposit accounts in Indian banks? 2. Will they be able to get fixed deposit amount and interest back in $? 3. How is the tax part handled? Tax paid only in the US if the person is in the US? 4. What is needed to open ...

Only those that are "fee-only" will state that. There are a number of regulatory bodies that audit financial planners and if someone states facts wrong then they could be disbarred from the financial industry and possibly worse punishments. "Fee-only" planner that are low cost and invest in index ...

I agree and will participate in adding my 2 cents whenever I can. One thing I will point out is that trying to answer thru blogs is not easy as it is very difficult to get a full feel of risk profile. However, I will try my best.

In order for a company to qualify as a REIT, it must comply with certain provisions within the Internal Revenue Code. As required by the Tax Code, a REIT must do a number of things including: [B]Pay annually at least 90 percent of its taxable income in the form of shareholder dividends. [/B] While ...

As stated earlier you can contribute 15,500 per person per year as your contribution. Each company has limits as to what percent you can contribute per pay check. Try to max out as allowed by the plan. The other important fact is to do the following: 1. Evaluate your risk profile. 2. Assess all of ...

Free is good if you are knowledgeable, have the time, do not get away from the risk adjusted allocation and continue to keep up with the details of your financial situation. If not "fee-only" financial planner who uses index funds from DFA, Vanguard, ETF or the best no-load mutual fund would be your ...

"Fee-Only" signifies that the financial planner does not have any conflicts of interest. The recommendations are ones that are best for the client and they get paid only by the client. Financial planners working at banks or insurance companies sell their own mutual funds which are generally loaded ...

I have worked with a number of clients and have realized that even the ones that are educated and have built a good asset allocation do not do as much research as is needed when your investments starts to get over $100,000. When creating asset allocation just putting x% in US large cap and y% in ...

Yes from time to time if I think I can help someone I will including this forum. [B]Hmmmm ... I hope you will not ask me to change my user name from feeonly to freeonly :emsmile: [/B] I would want more opinions as I want to understand why they would not use a "fee-only" ... were they burned by an ...

I agree with what Desi has suggested. The reason there will be more than a few people who need help, is the behavior of the investor. 1. Do you strictly follow the asset allocation plan or when say international part of your asset does well do you overweight it thinking you can get better return not ...