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Member Withdrawal and Addition of New Members Our club has a situation where several members would like to withdraw, and at the same time we have several members who would like to join our club. Should these be treated as separate transactions, or is it possible for a new member to pay ... William L Tedstrom 4 messages
error on member"s withdrawal - it was deducted twice I am the incoming treasurer for our club. The outgoing treasurer is leaving our club and made a mistake which caused her cashout to be deducted twice, once as a non-deductible expense and once as a full withdrawal. How should I fix this??? Also, what ... Elnora Hutchinson 3 messages
Rolling over a 401(k) to IRA suggestions I recently changed employers. In the past, I have rolled my 401(k) into my new employer's plan, but this time I am considering rolling it into an IRA. Does anyone have advice on doing this? What are the pitfalls (I understand the tax implications of ... jeff1851 2 messages
Edit member withdrawal record? Hi, I just had to record a member's full withdrawal for a cash amount. I have three questions: First, I wanted to record the check number, but didn't think of it until I had submitted the withdrawal transaction; is there some way to edit the ... Joseph Matthews 2 messages
Brokerage Question Why are there options for syncing Brokerages that dont allow clubs or partnerships We were looking into Sharebuilder for their autmatic investing plan but they dont allow it to be opened up as a partnership. only individual or joint any insight helpful..also any insight on ... Kevin Egan 2 messages
Expenses We are a new club with no checking account. I have paid for all of the expenses up front. Everybody in the club has deposited their first payment. I entered the expenses and the payment as per the help topic "Out of Pocket Expenses". The ... John Rice 6 messages
Where do I send the check? 2nd request I am again requesting the address to which my monthly checque should be sent. I don't want to penalised for not sending it quickly enough. Should it be sent to Matt Brown? Ian Ian Tang 1 message
Where do I send the check? 2nd request I am again requesting the address to which my monthly checque should be sent. I don't want to penalised for not sending it quickly enough. Should it be sent to Matt Brown? Ian Ian Tang 1 message
Where do I send the check? 2nd request I am again requesting the address to which my monthly checque should be sent. I don't want to penalised for not sending it quickly enough. Should it be sent to Matt Brown? Ian Ian Tang 1 message
Where do I send the check? 2nd request I am again requesting the address to which my monthly checque should be sent. I don't want to penalised for not sending it quickly enough. Should it be sent to Matt Brown? Ian Ian Tang 1 message
Where do I send the check? 2nd request I am again requesting the address to which my monthly checque should be sent. I don't want to penalised for not sending it quickly enough. Should it be sent to Matt Brown? Ian Ian Tang 1 message
Where do I send the check? 2nd request I am again requesting the address to which my monthly checque should be sent. I don't want to penalised for not sending it quickly enough. Should it be sent to Matt Brown? Ian Ian Tang 1 message
Where do I send the check? 2nd request I am again requesting the address to which my monthly checque should be sent. I don't want to penalised for not sending it quickly enough. Should it be sent to Matt Brown? Ian Ian Tang 1 message
Where do I send the check? 2nd request I am again requesting the address to which my monthly checque should be sent. I don't want to penalised for not sending it quickly enough. Should it be sent to Matt Brown? Ian Ian Tang 2 messages
How to Create a Website Link in Files? Through my Bivio site, how do I get links to other websites to post in Files? Example, I want a link to http://moneycentral.msn.com/home.asp as a Useful Link in our Club files? Ellen Burmester 2 messages