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Re: Trust for disable grandson

Thank you for the information. The link was extremely helpful because it referred us to an attorney that specializes in this matter.
by Transition
Sat Aug 30, 2014 7:51 pm
 
Forum: Investing - Help with Personal Investments
Topic: Trust for disabled grandson
Replies: 27
Views: 2181

Trust for disabled grandson

My sister has adopted her autistic grandson. The mother has given up all rights. How would she set up a trust for the childs future. What financial vehicles would be best? He is currently 5 yrs old, he receives SSI benefits. She would like to put 40% of the money away now to help him in the future.
by Transition
Wed Aug 27, 2014 1:08 pm
 
Forum: Investing - Help with Personal Investments
Topic: Trust for disabled grandson
Replies: 27
Views: 2181

Rabbit TV

I'm interested in getting rid of cable, has anyone tried Rabbit TV?

Transition
by Transition
Thu Jun 05, 2014 7:41 am
 
Forum: Personal Consumer Issues
Topic: Rabbit TV
Replies: 2
Views: 550

Re: Transferring large amounts

I don't know about a swat team but when you transfer over 10K from one banking institution to another, it is reported to the IRS.
by Transition
Sat Feb 01, 2014 1:46 pm
 
Forum: Personal Finance (Not Investing)
Topic: Transferring large amounts
Replies: 18
Views: 1217

Re: Don't have original will to close Roth IRA

Chicago IL,. I have a copy of the will. The ROTH account is held by TRPrice. My plan at this point is to have the attorney look through his safety deposit box again to ensure the will has not been misfiled. The copy of the will (at the bottom) clearly states that the original is in the attorney safe...
by Transition
Thu Dec 26, 2013 9:40 pm
 
Forum: Personal Finance (Not Investing)
Topic: Don't have original will to close Roth IRA
Replies: 16
Views: 1760

Re: Don't have original will to close Roth IRA

I think you are correct, until I'm named the exeuctor by the courts it's a non-issue. I'll see the lawyer after the holiday.
Again thanks for the information, you've pointed me in the right direction. Have a Happy Holiday.
by Transition
Tue Dec 24, 2013 5:02 pm
 
Forum: Personal Finance (Not Investing)
Topic: Don't have original will to close Roth IRA
Replies: 16
Views: 1760

Re: Don't have original will to close Roth IRA

Yes, no children, no wife. I am the executive of his estate.
by Transition
Tue Dec 24, 2013 12:28 am
 
Forum: Personal Finance (Not Investing)
Topic: Don't have original will to close Roth IRA
Replies: 16
Views: 1760

Re: Don't have original will to close Roth IRA

Thank you for all the information. I should have included more background info. He originally had a Traditional IRA and I was named as beneficiary, (he was ill, cancer). He decided to convert the Traditional IRA to a ROTH IRA, however, the beneficiary (me) did not carry over to the ROTH IRA. Therefo...
by Transition
Mon Dec 23, 2013 11:48 pm
 
Forum: Personal Finance (Not Investing)
Topic: Don't have original will to close Roth IRA
Replies: 16
Views: 1760

Don't have original will to close Roth IRA

My brother passed in August, I am the executive of his estate (less than 40K). I have a copy of his will but not the original. The attorney who drew up the will can't find the original. How do I proceed without the original will, I need to close his Roth IRA account? Does anyone have any advise???
by Transition
Mon Dec 23, 2013 3:10 pm
 
Forum: Personal Finance (Not Investing)
Topic: Don't have original will to close Roth IRA
Replies: 16
Views: 1760

Re: Chicago chapter meeting

That date is good for me. Looking forward to meeting everyone.
by Transition
Thu Feb 14, 2013 5:12 am
 
Forum: Local Chapters and Bogleheads Community
Topic: Chicago chapter meeting
Replies: 60
Views: 6678

Live in rural area, need internet provider

I live in a rural area near Chicago and I need an internet provider. Has anyone used Hughes Net as a provide.
I'm currently using Cricket, but it is "S L O W" any suggestions?? Thanks
by Transition
Fri Feb 08, 2013 7:24 am
 
Forum: Personal Consumer Issues
Topic: Live in rural area, need internet provider
Replies: 12
Views: 1346

Re: Chicago chapter meeting

Count me in.

Transition
by Transition
Fri Feb 08, 2013 7:17 am
 
Forum: Local Chapters and Bogleheads Community
Topic: Chicago chapter meeting
Replies: 60
Views: 6678

Purchase New Car

What is the best approach to saleman when purchasing a new car???? How can I find out the actual cost to the dealership?
This information will allow me to negotiate from that price.
by Transition
Sun Dec 23, 2012 6:57 pm
 
Forum: Personal Consumer Issues
Topic: Purchase New Car
Replies: 15
Views: 2333

Re: Portfolio management software

Thanks Kenolds for the info
by Transition
Tue Apr 10, 2012 10:56 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio management software
Replies: 9
Views: 1160

Is MINT safe (web based)

I'd like to know which do you think is the best as far as security....Quicken or MINT?
by Transition
Tue Apr 10, 2012 6:30 pm
 
Forum: Investing - Help with Personal Investments
Topic: Is MINT safe (web based)
Replies: 4
Views: 594

Re: Portfolio management software

Hi,

I'm curious, is the MINT program safe (web based)???? Or is Quicken safer since its purchased and only updated via the web?

Transition
by Transition
Tue Apr 10, 2012 12:27 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio management software
Replies: 9
Views: 1160

I find most people that are interested in this site have several professions. Myself included: Retired Postmaster, Small Business Owner, Life Long Investor, Teach Investing/Bdgeting to young girls.

What catagory would I fall in??????
by Transition
Wed Mar 30, 2011 10:38 pm
 
Forum: Personal Finance (Not Investing)
Topic: Bogleheads by occupation
Replies: 113
Views: 12973

Cost Basis of Time Warner Spin off

How would I calculate my cost basis? I purchased Time Warner @t 42.18 it had two spin offs, Time Warner Cable, Time Warner Inc and AOL.
Thanks
by Transition
Wed Dec 08, 2010 10:21 pm
 
Forum: Investing - Theory, News & General
Topic: Cost Basis of Time Warner Spin off
Replies: 1
Views: 561

Money 2007 Premium, Alternatiaves

I purchased Money 2007 Premium. Money no longer support the program. What are my alternative if I wish to continue using this program....Upgrade or switch to Quicken? Thanks
by Transition
Wed Dec 08, 2010 10:17 pm
 
Forum: Investing - Theory, News & General
Topic: Money 2007 Premium, Alternatiaves
Replies: 3
Views: 577

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