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Old 11-19-2023, 11:41 AM   #21
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Join Date: Jun 2006
Location: Boise
Posts: 7,612
Quote:
Originally Posted by FREE866 View Post
Disappointingly , even my Schwab "adviser" who I rarely utilize as I'm totally a DIY investor gave the wrong answer
Investment advisors are regularly wrong on tax stuff. Sometimes spectacularly, often in small ways.
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