Recent content by perinova

Three thoughts come to mind if I would consider something like this: * Can you spread this over more companies? Or even use the IT40 index? * Buy into bond instead of stock? * Why Italy? Since a Shengen visa allows you to live anywhere in the Shenchen area.

I went to check on this company traded on the NASDAQ and about 2pct dividends. I am confused about the K-1 part. If you buy this ont he NASDAQ you get a K-1 in addition to the 1099-DIV?

whatkind of opportunity do you suggest?

That is correct, supposedly there are ~9000 dealers that can process the rebate but I don't seem to locate any Chevy dealer doing so. I also can't find any directory of accepting dealers.

getting the federal rebate www.fueleconomy.gov/feg/tax2023.shtml Anybody had any luck finding a dealership that accepts rebate transfers? I am cosidering buying a used Chevy Bolt to get the rebate but since last year my taxes are ~$0 so I won't get the credit if I apply with the tax return. *...

I am repeating what I just heard on a youtube thingy and the subject is investment in oil and gas through a partnership. I wouldn't know how to find those investments., but apparently 80pct of the initial investment is, for tax purposes, considered a loss on the W2. This seems like a very good...

No tax implications. I was looking at the Fidelity fund equivalent (FSPSX) and figured it was performing better than VTIAX. The reason is that it is following the same indes as VTMGX

Ok. Thanks. I am curious if you recall which were the top Two?

I think what he meant is that, as a joint tenant, only one half of the house will step-up. I just realized this fact. Here in California there is also a community property option which may not be a interesting to consider.

I have owned VTIAX for long time and recently compared with VTMGX. VTMGX is the developped market only option based on the FTSE index. I noticed that VTIAX always have lagged. I am thinking that I should switch to VTMGX, I dont think the non-developped world will suddenly be a better investment...

I am putting together a list of 'what-to-dol' after spouse dies.... Paying for an official appraisal is probably a good idea but will cost $. Does anyone know if the step-up basis of a house can be determined using Zillow or Redfin estimates?

Reading upon then rules, it is _important_ for a spouse NOT to open an inherited IRA but instead roll over the deceased's IRA into his/her own. This avoids the 10 year rule and this applies to Roth IRAs as well.

Assuming no inheritance tax, the higher the basis the better. How is the basis of non-probate TOD financial accounts such as Vanguard/Fidelity/etc adjusted? Is it on the account transfer date or time-of-death or you can choose a date 6-months passed the death? Other related question: If I...

<3 , don't you love that ? :) Just received my IRS refund. Interestingly I received my state refund in 1 day. I even thought this was a mistake of some sort.

Same situation here. You might consider doing all consolidations, now, rather than wait for her to deal with it. You are lucky to have a Vanguard location near, there are only Three, to my knowledge (Malvern and Charlotte are the other Two).