Search results

Thanks again everyone! We are 55 and 56, so no RMDs for awhile. While our VG taxable accounts are less than a year old, I do have an old betterment account I have been ignoring - I can fund it from there. I'm going to take a look at the VG, Fido, and Schwab DAFs again. I was originally thinking...

Thanks for the feedback - you all are so knowledgeable! If the funds in our taxable VTSAX have not been held for a year, is there any issue in transferring them to the DAF?

We are ready to set up a Donor Advised Fund and I’m wondering the best way to fund it. We have cash sitting around in a checking account and we also have money in VMMXX and index funds. Is there a better source to use, or does it not matter? Also, we are going to use Vanguard since that’s where...

We own a beachfront condo in Gulf Shores, AL. We have always vacationed down on the gulf coast and may live down there someday. We are probably at our condo 2-3 weeks a year. We do rent our place out when we're not there. We like having someone else pay our mortgage and expenses. We have...