Recent content by MercyMe

I started the process this morning. I’ll report back here if it goes sideways for some reason.

I have $20k in stocks and ETF's that I bought in 2019... just goofing around with play money at the time. The cost then was $4k. Now I'm trying to consolidate accounts but I don't want to sell the stocks and take the tax hit. Can I move my stocks and ETF's from Schwab to my Fidelity brokerage...

Wow… that is a really good comment. I’ve kind of forgot about that. It helps put things in better perspective.

True. And I see now that I can't cancel anyhow. Obviously not a big deal. :)

At Fido, these are available as a new issue.

I hate to chase yield, but the 6.83% FHLB I bought last week hasn't settled yet. I guess I could cancel it to get this one. Does that sound possible?

I own a couple of MYGA's (regrettably purchased before interest rate went up) not for monthly income but for tax deferral purposes. Since then, I've read horror stories online about the challenges of closing out the MYGA when it matures. Apparently the window for closing is short ,and some...

BOOM! Got it. Thank you for posting this!

I hope so. If you find anything, please post it here.

It's close to sold out. I couldn't even buy $50k.

Looks like this doesn't close for a few more weeks. If I buy now at at Fido, will the funds be taken from my MM account immediately and sit without earning any interest until the settlement date on the bond?

A recent privacy issue with my Gmail account got me to thinking about all the information they likely have about me and my family. So now I'm looking for a better way to do email. I've found three options and wanted to get some input from E-R forum members. Option 1 is to set up a domain...

Thanks for the comments. I'm unable to do my taxes now as they are too complicated (due to owning a corporation), but I do understand what my accountant/tax preparer is doing and I double check every line. Even if I could do my taxes now, I don't think I could calculate what my taxes will be in...

Remember... this is for a couple. Not just an individual.

I based that number on the median value I found on a KFF article which included IRMAA.