Investment Issues (Including Self-Directed)

505 topics in this forum

  1. Purchase house in 401(k)

    By Cheryl S,
    • 11 replies
    • 507 views

  2. Sale of a portion of farm land

    By kwalified,
    • 7 replies
    • 162 views

  3. State Taxation of Trust with UBIT

    By JustMe,
    • 5 replies
    • 202 views

  4. Is calling a stable-value account a “fund” misleading?

    By Fiduciary Guidance Counsel,   
    • 19 replies
    • 259 views

  5. Target Date Funds proposed regulation

    By 52626,
    • 2 replies
    • 177 views

  6. In Plan Roth 401(k) Conversion

    By RestAssured,
    • 2 replies
    • 251 views

  7. Prohibited Transaction

    By Scuba 401,
    • 9 replies
    • 344 views

  8. Which retirement plans are affected by undoing the investment-advice fiduciary rule?

    By Fiduciary Guidance Counsel,   
    • 6 replies
    • 767 views

  9. What is the cut-off time to get a day's mutual fund prices?

    By Fiduciary Guidance Counsel,   
    • 4 replies
    • 452 views

  10. 3(21) and 3(38) fiduciary services

    By Bird,
    • 18 replies
    • 507 views

  11. Self-directed conversions

    By Bird,
    • 6 replies
    • 690 views

  12. Model portfolio rates of return

    By austin3515,
    • 0 replies
    • 344 views

  13. Cost estimate on proposed legislation to undo the Labor department's investment-advice fiduciary rule

    By Fiduciary Guidance Counsel,   
    • 4 replies
    • 414 views

  14. Has anyone seen a lawsuit about prudent selection of investment funds unrelated to expenses or self-dealing?

    By Fiduciary Guidance Counsel,   
    • 21 replies
    • 815 views

  15. new American Funds pricing for RKD

    By Bird,
    • 18 replies
    • 759 views

  16. Particpant Direction not followed

    By mgcpension,
    • 1 reply
    • 1,179 views

  17. What information do you use to evaluate investment funds?

    By Fiduciary Guidance Counsel,
    • 3 replies
    • 459 views

  18. Bitcoins

    By Monica Barnard,
    • 3 replies
    • 698 views

  19. Offering Individual Brokerage Account... Is there a Notice?

    By K-t-F,
    • 9 replies
    • 553 views

  20. Do you show a money-market fund's seven-day yield?

    By Fiduciary Guidance Counsel,   
    • 4 replies
    • 1,518 views

  21. HOA ownership

    By Monica Barnard,
    • 2 replies
    • 1,032 views

  22. Real Estate LLC and Regulated Financial Institution

    By Guest dbvail,
    • 8 replies
    • 1,773 views

  23. On investment advice, how much is left for the SEC to regulate?

    By Fiduciary Guidance Counsel,   
    • 6 replies
    • 907 views

  24. co-investing?

    By Earl,
    • 3 replies
    • 644 views

  25. Template for Fund Removal/Replacements

    By austin3515,
    • 0 replies
    • 540 views