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Financial Planning / Tax Strategies


Subject:  Re: Need tax consequences advice please Date:  1/28/2013  10:03 AM
Author:  op456op Number:  117566 of 127549

Guess I should have read ahead, Phil. I answered Caroline's first post since nobody else had responded in a couple of days. But didn't (couldn't) address the TRUST type issue. I just assumed it was a grantor trust since she is also the Trustee (showing my ignorance here).

Consequently, I just addressed her dividend question that seemed straightforward & made suggestions to consolidate her funds in a discount type broker (Vanguard/Fidelity). You might want to take a look at my reply and make sure I didn't mis-state anything w/regard to the 1099 (your favorite :)) on the ETF's she mentioned and the VNQ REIT I mentioned.

As an aside, your level of knowledge and participation is astounding IMO. Hope others appreciate it as much as I do. Thanks. Oh yeah, the "dry & witty" humor is pretty good too!

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