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Financial Planning / Tax Strategies


Subject:  Re: Just for discussion and/or information Date:  4/15/2012  7:46 AM
Author:  aj485 Number:  116023 of 127747

I didn't have a tax guy when I took the investment advice in 2010. I used the free AARP service at the time and they don't have an office. But when I went to do my taxes the deed was done. AARP told me they couldn't do the form for this transfer/tax prep, and I didn't actually know I was going to pay so much in taxes until about a week or two ago. AARP also said something about liability, I think.

I hope you take this as a lesson not to listen to your investment guy on tax issues.

Sorry I wasted your time here. Obviously being stupid and gullible aren't for this board. I won't bother you again.

Oh, sorry. By asking for discussion on your tax rate vs. a politician's tax rate, I thought you were looking for PA style discussion. Sorry for my misinterpretation.

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