523HRR

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    • 523HRR
      523HRR replied to the thread SLAT.
      We set up a SLAT last month. Most likely will not fully use the current federal exemption, but use instead to just start getting assets...
    • 523HRR
      523HRR reacted to Al18's post in the thread Net worth calculator with Like Like.
      Networth is always defined as a total of assets minus liabilities. Your retirement income should be based on investable assets plus...
    • 523HRR
      523HRR replied to the thread Vanguard, Fidelity or Schwab?.
      We hold assets in all three and like each of them. Still think it’s important to diversify across brokerage firms.
    • 523HRR
      Saving thousands of dollars for something that can be done online in about 10 seconds doesn’t seem like a difficult decision.
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