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Financial Planning / Tax Strategies


Subject:  Re: Tales from the trenches Date:  3/4/2009  9:09 PM
Author:  Wradical Number:  104955 of 124815

Good one, Peter.

I think I know Harold's sister. She keeps her records in a suitcase.

But when she sold a couple of mutual funds, it was the same exact experience.

It sounds like you might have a better "tool" for mutual fund basis, though. Mine's an improvised spreadsheet I got off the internet, that actually works pretty well.

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