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401-K Rollovers
Yes people it is that time of year again! I had a 401-k at my former employer and I have since become self-employed. I froze the 401-k 2 years ago when I left. What can I roll it to, a variable annuity perhaps? If that ...
1 message
401-K Rollovers
Yes people it is that time of year again! I had a 401-k at my former employer and I have since become self-employed. I froze the 401-k 2 years ago when I left. What can I roll it to, a variable annuity perhaps? If that ...
1 message
IBI AND LTD
Gekko Worldwide Partners needs some help. Would anyone have an idea on how to enter this transaction with Intimate Brands and The Limited? It is an exchange, but is it treated as a merger, spinoff or something else? I know that the ratio is 1.10 ...
2 messages
VIZG
Hi how can i adjust an entry if my stock is not trading anymore. Thank You. Raju
3 messages
club_cafe: Tax season help....
please quit sending me email, can you notify everyone from the club cafe to stop sending me stuf, i DO NOT use or take advantage of what ever you send me. Thank you, Zack Image by FlamingText.com >From: "Barbara J. Molloy" >Reply-To: "The Club Cafe" ...
2 messages
club_cafe: MoneyPaper Stock Purchases
Hi Arjuna, Hopefully this will answer your question using the MoneyPaper Service. Now I will assume that you have a money market account with this service. If so, just move (transfer) the funds into this account and wait for the transaction to take place. When ...
1 message
MoneyPaper Stock Purchases
Please Help! When making a stock purchase thru the MoneyPaper service, the company requires that you send them a amount equal to 10% above the total actual cost of the stock plus fees. This 10% cushion will be returned to you if it is not ...
1 message
Tax season help....
We (MICPLUS) was with BIVIO all year while it was free. We did not continue after you said you were going to charge. Now we need help with our 1065 and K1. We would like to know how to pay the $19.00 to have help ...
2 messages
Tax Forms
I answered all of the tax interview questions, downloaded the forms and printed the 1065. Nothing is listed in lines 1 -22 on page 1, Schedule B has checkmarks in the yes and no columns, Schedule K has our club's correct income and interest info, ...
3 messages
stock prices not updating
the stock prices in our portfolio are not updating. How can I manually update them and why would they not automatically update? Steve Holland Misawa Investment Group Misawa Air Base, Japan
2 messages
partner changes
I read the sample partner agreement, but I am just a little confused on one topic. How do I modify a partnership agreement when I add a new partner ? If I start with 4 people now, and add 2 more later on, do I ...
1 message
Account Sync
I haven't had an account Sync update since 3/6/02 and I've had a few transactions since that date. Is there anything wrong with AccountSync? Thanks
3 messages
Value of units
My club which is presently a corporation, which will shortly liquidate, distribute the cash, and start a new LLC using Bivio accounting. Each member will invest $25,000 in the new LLC. What is the recommended value of a unit 1, $10, $100, or $1,000 ??? ...
2 messages
1099-DIV question
I just was comparing the 1099 statement that i received from Ameritrade to the information on the 1065 form that was generated by bivio and realized that the $4.00 of dividend interest that we got was not reported by ameritrade, but showed up on our ...
3 messages
Voting on stocks ?
Our club is having trouble finding a way to vote on our stock picks. Can I have some suggestions on how other clubs choose their stocks? ex. How many stocks are being decided on? How do you actually vote? Is there a % of vote ...
4 messages