Disclaimer: we are not recommending or endorsing any service providers listed below. This list is for informational purposes only and for your convenience.
The IRS
For more information about IRAs, see IRS Publication 590, available here:
as a web page: www.irs.gov/publications/p590/index.html
or as a PDF: www.irs.gov/pub/irs-pdf/p590.pdf
For tracking IRA contributions (deductibility, distributions, etc): www.irs.gov/pub/irs-pdf/f8606.pdf
Freddie Mac's survey of primary mortgage markets:
http://www.freddiemac.com/pmms/
Online savings accounts:
Discover Bank - http://www.discoverbank.com/
Ally Bank - http://www.ally.com
ING Direct - http://www.ingdirect.com
Brokerage services:
Fidelity - http://www.fidelity.com
Schwab - http://www.schwab.com
E*Trade - http://www.etrade.com
Scottrade - http://www.scottrade.com
TDAmeritrade -- http://www.ameritrade.com
Self-directed IRA providers:
IRA Services - http://www.iraservices.com
Pensco Trust Company - http://www.penscotrust.com/
Mortgages:
Joe Cucchiara, Partners Mortgage - http://www.partnersmortgage.com/jcucchiara
NAPFA, the National Association of Personal Financial Advisors: http://www.napfa.org/
FPA, the Financial Planning Association: http://www.fpanet.org/
and their Silicon Valley chapter: http://www.fpasv.org/
CFP Board, the Certified Financial Planner Board of Standards, Inc.: http://www.cfp.net
Some low-cost 401(k) plan providers: (in no particular order)
http://www.employeefiduciary.com
http://www.theonline401k.com
http://www.investnretire.com
https://401kadministrators.com/
Research about your investments, your 401(k), your 529 plan, charities:
BrightScope - 401(k) ratings, details - http://www.brightscope.com
Morningstar - stocks, etfs, mutual funds - http://morningstar.com
Charity Navigator - http://www.charitynavigator.com
SavingForCollege.com - 529 plans - http://www.savingforcollege.com
The USENET Newsgroup: misc.invest.financial-plan
http://groups.google.com/group/misc.invest.financial-plan
(This is a moderated discussion group dedicated to financial planning, open to the public. Anyone with newsreading software, or who choose to access it through a service like GoogleGroups may participate. Note that this is not a GoogleGroups or Google-owned or moderated discussion. They simply provide access.)
Estate and Trust Attorneys (in the Silicon Valley area):
Gadi Zohar (Palo Alto) - http://www.gadizohar.com/ - (650) 223-5454
E.J. Hong (Palo Alto) - http://www.ejhong.com
Richard Dayton (San Jose) - http://www.taxandestateplanners.com/
Jennifer Friedman (Menlo Park) - http://www.jsmf.com/friedman.htm
CPA, Tax Accountants (in the Silicon Valley area):
Janet Bocek, CPA (Mountain View) - http://bocekcpa.com/
Online billing and invoicing
Freshbooks - http://www.FreshBooks.com (to give us a referral credit, click here )