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Uh oh. Now I am more confused than before. The broker is Schwab. The holding period is >1 year. It is not a margin account. There must be a place to look this up for a specific ETF. VEU was listed similarly but I thought maybe international was different. Thanks for thinking it through with me. I wi...

SPY, for example, dividends are listed as ordinary,non qualified on 1099. But dividends from the individual stocks would be qualified.
Thanks for clarification, if anyone knows the answer.

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Does anyone know a good formula for predicting college expenses in the future? I have 7 year old twins who will (if all goes well) begin college in 2020. We opened 529 accounts for them when they were born that are now worth almost exactly what they were worth 6 years ago. Uh-oh. So I learned to be ...

Absolutely agree with Taylor L. I assumed you had a professional involved but were doing your own research too. Talk to whoever prepares your parents' income tax returns. If your Dad's estate was big enough for an estate tax return you need even more professional advice. Having said that, I learned ...

I've been lurking for a while and this may be the time to jump in. I am sorry about the loss of your father. I lost my father in 2007 and had similar IRA issues. How old was your father? How old is your mother? Your mother (or possibly technically your father's estate) needs to take your father's RM...