BruceCM’s Activity

Fri Sep 19

NL

Boards Post

BruceCM replied to the Retirement Investing board. 3:26 PM

Re: Romney-size Your IRA?

Its not just the dot.coms that provided such work-a-day-employees with ostentatious IRAs...its really the retailers and manufcturers who have provided so many. Organizations like Home Depot, UPS, WinCo, Kelly-Moore Paint, BiMart, Precision Cast [more]

Thu Sep 18

NL

Boards Post

BruceCM posted to the Real Estate Inv. Trusts: REITs board. 6:58 PM

HCN and Expansionitis

Holy Toledo

I hope George Chapman et al know what they are doing, and this isn't some kind of expansionist ego trip.


Toledo’s Health Care REIT Inc. said Wednesday that it has successfully completed a public offering of [more]

Wed Sep 17

NL

Boards Post

BruceCM replied to the Real Estate Inv. Trusts: REITs board. 9:10 PM

Re: O-E being redeemed. Issues Bonds...

I don't hold O's preferreds...just the common. But this looks like it'll save O about $4.5MM a year in dividend/interest payments, and provide a bit more financing for investing expenses to-boot. Current interest to Net OpCF is about 34% (not [more]

Mon Sep 8

NL

Boards Post

BruceCM replied to the Retirement Investing board. 8:40 PM

Re: IRA Conversion vs SS timing

You need to first calculate your provisional income. Modified AGI + 1/2 of household SS + any muni bond interest. If you are married filing jointly and your PI < 32,000, none of your SS must be included as income. If 32,000 to 44,000 then up to [more]

Thu Aug 28

NL

Boards Post

BruceCM replied to the Retirement Investing board. 1:07 AM

Re: Dividend stocks

GlidingMonkey

You are asking what I asked myself in 1998 when I retired.

Short answer is yes, it is doable. But there are a bunch of conditions and there are indeed risks with a pure income approach.

1. Purchasing power. [more]

Sat Aug 23

NL

Boards Post

BruceCM replied to the Real Estate Inv. Trusts: REITs board. 6:48 PM

Re: taxable income of REITS-a source

Yes, I've been using 1099 data for years as one of the metrics in evaluating an equity REIT. It comes directly off the IRS 1120 REIT and attachments. One can tell a great deal about what a REIT has done by looking at their end of year 1099 data. The [more]

Thu Aug 21

NL

Boards Post

BruceCM replied to the Retirement Investing board. 7:19 PM

Re: Ex-workers ditch low-fee plan....

“It’s a scandal,” said Turner, director of the Pension Policy Center in Washington. “They are trying to sell me an IRA clearly not in my interest. It’s in their interest. They want to get the fees.”

Well, maybe.
For real financial [more]

Sun Aug 17

NL

Boards Post

BruceCM replied to the Real Estate Inv. Trusts: REITs board. 7:37 PM

Re: News

Jim
Thanks for the info.
GPT was one of the hardest hit equity REITs I've ever followed during the 2007-2010 period that escaped bankruptcy. It looks like their timing was off...during the 4 year period from 05-08, they spent about $3.8B on [more]

Fri Aug 15

NL

Boards Post

BruceCM replied to the Retirement Investing board. 11:41 AM

Re: Main differences between 401(a) and 457(b)?

czbill
Sounds like you will work for a government employer.

Sec. 401(a) is really not a retirement plan...its a set of rules that all qualified plans must follow. Governments do not offer ERISA-regulated qualified plans, but they often [more]

Wed Aug 13

NL

Boards Post

BruceCM replied to the iPIG Portfolio board. 11:25 AM

Re: Kinder Morgan Buys Kinder Morgan

If you are holding KMP in a taxable account, you might want to check your forthcoming tax bill. This may, depending on how long you've held KMP units, negate any price increase.

BruceM

Thu Aug 7

NL

Boards Post

BruceCM replied to the Real Estate Inv. Trusts: REITs board. 11:59 AM

Re: KIM-pI trades @71.38!

Just being curious...

Does this mean that someone placed a limit buy order for KIM-I at $71.38 and there were no other limit buy orders in place between $24.75 and $71.38? If the limit buy order were set at, say, $100, would it have filled [more]

Sun Aug 3

NL

Boards Post

BruceCM replied to the Retirement Investing board. 7:17 PM

Re: What is a good rate of return for IRA?

Over the last four years, I think I have averaged about 7% a year on my IRA. Is that a decent return?

Whether this is a decent return or not depends almost entirely on the asset allocation...that is, what you've been invested [more]

Fri Aug 1

NL

Boards Post

BruceCM replied to the Retirement Investing board. 12:10 PM

Re: Retirees Happily Living on Less

I don't find planning based on any percentage of our working life wages to be useful in planning what we will need in retirement. I took the approach where I developed a retirement budget based on what we spend today and what we expect to spend in [more]

Fri Jul 25

NL

Boards Post

BruceCM posted to the Real Estate Inv. Trusts: REITs board. 2:56 PM

CWH Preferred Dividends

Just got notification on the resumption of the preferred D and E dividends. From Sarah Bayrns at CWH

CommonWealth REIT Declares Series D and E Prefered Dividends
CHICAGO, July 25, 2014 – (PR NEWSWIRE) – CommonWealth REIT (NYSE: CWH)
[more]

Tue Jul 22

NL

Boards Post

BruceCM replied to the Dividend Growth Investing board. 6:53 PM

Re: A dividend quiz

Ah, but don't MLP's and REITs pay "distributions", not "dividends"? ;-)

You 1/2 got me!!

REITs are corporations and so indeed do pay dividends.

MLPs are partnerships so they do not pay [more]

Mon Jul 21

NL

Boards Post

BruceCM replied to the Dividend Growth Investing board. 7:06 PM

Re: A dividend quiz

Question 4 of 15

What is the maximum percentage of earnings considered safe for companies to pay out as dividends?
Between 10 percent and 20 percent.
Between 20 percent and 40 percent.
Between 40 percent and 60
[more]

NL

Boards Post

BruceCM replied to the Dividend Growth Investing board. 2:41 AM

Re: MAT?

Hmmm. I'm always in the market for a 4%+ C-Corp with a promising dividend.

Lets take a look from the standpoint of reliable dividend income...

Mat has a 24 year dividend history, with dividend cuts in 2000, 2001 and 2002 that has [more]

Fri Jul 18

NL

Boards Post

BruceCM replied to the Retirement Investing board. 9:43 PM

Re: Where to invest next?

Soy
I use the ETF database, that has a listing of all available ETFs by category. So in the case of growth ETFs, which are very tax efficient, simply go down their category lists and look at ETFs with 'growth' in their names. Yes, you'll likely [more]

NL

Boards Post

BruceCM replied to the Retirement Investing board. 4:41 PM

Re: Where to invest next?

I'm in agreement with using taxable accounts. We are retired and drawing most of our income from dividends. Speaking with my retired BIL who is taking their income from TIRAs, which like you is where they have saved most of their retirement money, [more]

NL

Boards Post

BruceCM replied to the Real Estate Inv. Trusts: REITs board. 4:05 PM

Re: CWH To Change Name To Equity Commonwealth

David
Thanks for the update. Yes, it sounds good to me!

Now, if the new BOD will just resume the preferred dividends.....

BruceM

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 1847
Recs Received 5428
People who have rec'd these posts 639
Recs to Posts Ratio (last 30 days) N/A
Threads Started 116
Threads Started Percentage 6.28 %
Most Frequent Board Real Estate Inv. Trusts: REITs
Very First Post Re: Bond Funds (6/11/2001)
Percentage of Posts Rec'd 69.95 %
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