The Motley Fool Discussion Boards

Previous Page

Financial Planning / Tax Strategies


Subject:  Re: Need tax consequences advice please Date:  1/28/2013  10:35 AM
Author:  TMFPMarti Number:  117567 of 128041

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.

I didn't see anything wrong, but the reason I didn't respond to that part of her questions is that my knowledge of, for the lack of a better word, stranger investments isn't a high bar to clear. They don't keep me around here for my investment acumen, but for eye candy.

Rule Your Retirement Home Fool

P.S. Thanks for the kind words.

Copyright 1996-2018 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us