Recent content by Jaction

Up 2.38 % so far with a 60/40 portfolio. Hope it continues.

Only down 1.58%. Not bad for a 50/50 allocation. ;D Larry

I voted G. I have a DW that was born in another country and is very frugal. Without her I would probably spend way too much. She keep me under control. I did grow up poor and didn't want to live my live that way either. Larry

Welcome to the board. I worked for the same company for 37 years and now retired, but not early. I was an electronic engineer and enjoyed it except for the last 3 or 4 years when I got burned out. I hope you enjoy them for the rest of your career. You are in much better shape than I was at...

Thanks to everyone for their replies. It sounds like that the martial exemption for a resident alien is the same as the estate exemption unlike being unlimited for US citizens. If that is the case then I don't have anything to worry about till 2010 or 2011 when it reverts to $1mil, which we all...

Thanks Peter. I don't have a problem with inheriting from her since I am a US citizen. I also am not going to try and DIY this problem myself. I am basically looking for a source of information that I can read so that when I do go to an estate lawyer I will know enough so that he cannot pull...

Hi! I really need some help with this. My wife is a resident alien with a green card. I am trying to determine if I need to setup a QDOT for her. I have heard and read different amounts that she can inherit without paying estate taxes. I've heard that it is anywhere from $100k to $1.5mil...

We didn't always have it figured out. It was just in the last 7 years that I got a handle on my investments. Before that I went through years of just investing in what I thought was the next best fund and playing it safe with MM. We also went through a couple of years with a "financial planner"...

Hi, I think I made a mistake when I posted to "Introduce yourself here!". It was way too long for that thread so I am repeating it again here. Now it gets really boring!!! I am finally de-cloaking after one year of lurking. Or should that be de-lurking after being cloaked. In either case I...

Re: Introduce yourself here!Pl Hi, I am finally de-cloaking after one year of lurking. Or should that be de-lurking after being cloaked. In either case I want to thank everyone for the wonderful information that is presented by the members of this forum. I have learned a lot here. I have read...