Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
I opened trust accounts with Vanguard and did not have any issues or complex paperwork to fill out. A copy of the trust was required and mailed with the application.
Vanguard customer reps kept me informed via email with the status of the applicati…
I have had excellent customer service with Vanguard and my Scottrade brokerage for over twenty years so I guess it's where you are and when you interact that makes the difference,
Well it looks like you didn't meet the full exclusion per IRS 523 so the gain is taxable.
If you have a gain from the sale of your main home, you may qualify to exclude up to $250,000 of that gain from your income. You may qualify to exclude up to…
Background investigation and drug testing was required in positions I held and was no big deal. Professional and ethics were required by my position and investigations and tests verified ethics and character. You should be more disturbed by the inf…
It should not be a surprise. Going from an MLP to a C corporation, it became a new entity. You should know what you own. From the WSJ:
The largest, Kinder Morgan Energy Partners (KMP), had 465 million units with a market value of $47 billion last y…
If this is the same Tampabay from another site, we will learn much from him. His wisdom was so great, his picks were so right on, his forecasts so sharp, it was uncanny.
heezsafe
Where did you get that information on the increase? It differs per the Medicare site:
http://www.medicare.gov/your-medicare-costs/costs-at-a-glance/costs-at-glance.html
I'm assuming that when you mean cost basis, you mean your non deductible contributions. I would not be concerned about rollover/traditional. I've combined regular and rollover into one account without any issues or problems. The most important item …
I'm on the team but not for long. I like what David is doing with MFO and was supporting him with quarterly donations to keep the site above water. But after being told by ted to" lead, follow or get out of the way", I'm getting out of the way and g…
Reply to @Ted: Just looked, I counted 5 posts including one on shifting assets with 10 replies and further down posts on TIAA Traditional interest rates and flipping the TIAA traditional. As I said it's more focused and the participants understand a…
Agree with David. I started with TIAA-CREF with a 50/50 allocation which was also dumb. I left for private industry and it took 10 years to move from TIAA to CREF which was painful as the interest rate decreased (or adjusted) over those years while …
Reply to @bee: The sales tax amount was credited as part of the transaction and taxing agencies were/are not involved just the buyer/seller. I don't know what you mean by claiming it as a donation to a non-profit nor the list of taxes that don't ex…
Reply to @bee: When I trade/sell a car, I get a sales tax amount credited to me equal to the value of the sale as part of the transaction. The subsequent buyer does pay the full sales tax on the price of the car however it is not double or triple t…
CMAN, thanks for the heads up. In my account, a 12/31/2013 short term capital gain was misidentified as a dividend with a 01/02/2014 settlement date. It was corrected as a STCG with a 01/07/2014 settlement date so no problem as dollar amounts were e…
Ted;
It would be nice and helpful if you put all the daily news that usually comes from the WSJ, Marketwatch and a couple of others not regarding mutual funds in one post and flag it as OT.
Thanks
Well David and his crew have done a super job this year with content and enhancements. I sincerely hope all you commenter’s also thank David by making a contribution financially as this site doesn't run for free. Remember, you get what you pay for a…
