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Tag: petersen
Kenneth Petersen, Financial Planning: The problem with the fiduciary standard
2014-10-16 04:23:17| Footwear - Topix.net
Q In a recent column you wrote about the evolution of financial advisers, the relatively new breed of independent financial advisers, and how different advisers are paid. Some work only for fees, some work for commissions, and some work for both fees and commissions.
Tags: problem
standard
planning
financial
Kenneth Petersen, Financial Planning: Q&A about the self-employed Solo 401(k) retirement plan
2014-09-18 02:39:38| Footwear - Topix.net
Q I am self-employed and several years ago, upon the advice of my financial advisor, I opened a "Solo 401 " retirement plan. This plan allows me to save more before-tax money each year than the SEP IRA plan I had before.
Tags: plan
planning
financial
solo
Kenneth Petersen, Financial Planning: My Investment Rate of Return
2014-08-28 13:55:46| Footwear - Topix.net
Q: A few years ago you wrote about different kinds of rates of return on investments, such as time-weighted rate of return and internal rate of return .
Tags: return
rate
planning
financial
Kenneth Petersen, Financial Planning: You must report foreign investment accounts
2014-06-26 19:22:05| Footwear - Topix.net
Q I have been reading about the new tax law that will go into effect on July 1 regarding foreign investment accounts.
Tags: report
planning
financial
foreign
Kenneth Petersen, Financial Planning: Should I name my estate as my IRA beneficiary?
2014-06-12 20:05:27| Footwear - Topix.net
Q About 5 years ago I changed beneficiaries on my IRA's. Things keep changing as time goes on and I am wondering if I remove the named beneficiaries and just list "Estate" or nothing at all on my beneficiary forms would the distribution upon my passing be governed by my current Will? I ask because updating a Will is simple and easy and I don't need ... (more)
Tags: my
estate
planning
financial