orbops

I would never do it. Too many chances of a security breach. Also, then your brokerage will have visibility into all of your other...

IAs a successor trustee going in blind to all financial accounts in the Trust, I had to provide lots of documentation, and spent hours...

On DW's side, it could get messy, so we wanted the trust and the trustee to be very clear. BTW - as we are in the process of creating...

Just for the home property ,measly collectibles, power of attorney, health power of attorney, pet care, and charitable organizations.

I'm currently setting up a trust for my wife and I + I am the successor trustee for my father's trust. Personally as the successor...

I just turned 59 1/2, so I took my first IRA distribution last month. My plan is to take out about 2 months of spending as needed. That...

I called the IRS Taxpayer Advocate line earlier this week and that was a dead end after like 30 minutes of discussion. They transferred...

The biggest mistake people make when buying insurance is focusing on the deductible instead of focusing on the max out of pocket.

I retired early at 50, that was 9 years ago. My average growth per month is $29K after expenses. My overall portfolio has increased 188%...

For those that think a bronze HSA health plan is sufficient if one is healthy, I switched to the bronze HSA health plan with a $15K max...

I use my own spreadsheet to give me a good estimate of my yearly income, and just calculates the taxes based on the federal tax...

That's actually the reason why we were going to Bolzano. The Innsbruck stay is simply to break up the long train ride to Zurich from...

We're planning on staying 2 nights in Innsbruck since we're going from Salzburg to Zurich. Since we're in Innsbruck, we will also spend...

I'm going to be calling the Taxpayer Advocate Service in the next month or two to deal with some trustee issues. I'll also bring up this...

I just spoke with my Fidelity rep about the 2nd 5 year rule, and he was adamant that each conversion has its own 5 year clock, even if...