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Re: Tax-managed fund recommendations given new tax laws

Thanks for your post, grabiner. In particular, I liked the idea about using VTMGX as the core holding along with VEMAX and VSS if one is overweighting VEMAX or VSS anyway. My one concern about this--and this is more of a question because you're a lot more knowledgeable about these things than I am--...
by fitzroymac
Mon Feb 25, 2013 6:53 pm
 
Forum: Investing - Theory, News & General
Topic: Tax-managed fund recommendations given new tax laws
Replies: 10
Views: 2338

Re: USAA Willing to do 6 month interest rate match

Thanks to OP for this thread. I currently have a USAA Performance First Savings account with a sizable balance. It was earning the standard 0.35% APY. I called and asked if USAA would be willing to increase that rate and said that I had researched other institutions. They gave me the spiel about All...
by fitzroymac
Fri Feb 01, 2013 5:21 pm
 
Forum: Personal Finance (Not Investing)
Topic: USAA Willing to do 6 month interest rate match
Replies: 36
Views: 3511

Re: Question Re: Backdoor Roth w/ 2012 and 2013 Contribution

That's great. Thanks very much for your insight. This is what I am going to do.
by fitzroymac
Wed Jan 09, 2013 9:17 pm
 
Forum: Investing - Help with Personal Investments
Topic: Question Re: Backdoor Roth w/ 2012 and 2013 Contributions
Replies: 4
Views: 667

Question Re: Backdoor Roth w/ 2012 and 2013 Contributions

My wife and I contributed $5,000 each in the 2012 contribution year to our Roth IRAs. Due to unforeseen circumstances, we now exceed the 2012 Roth contribution limits. Therefore, with the help of information on this board, I have successfully recharacterized the 2012 contributions to Traditional IRA...
by fitzroymac
Wed Jan 09, 2013 5:19 pm
 
Forum: Investing - Help with Personal Investments
Topic: Question Re: Backdoor Roth w/ 2012 and 2013 Contributions
Replies: 4
Views: 667

Re: Appealing 97% Increase in Assessed Property Value

Thanks, particularly to sscritic for your thoughts and research on this. I'm not currently in the country so wasn't up-to-date on the goings on in Allegheny County, but I'm now researching the website about this court-ordered assessment and comparing my mom's property to others in the county, munici...
by fitzroymac
Fri Mar 23, 2012 11:46 am
 
Forum: Personal Finance (Not Investing)
Topic: Appealing 97% Increase in Assessed Property Value
Replies: 24
Views: 1066

Re: Appealing 97% Increase in Assessed Property Value

Thanks for your replies! Apparently this assessment is for 2013. I did my calculations based on 2012 mil rates, so hopefully you're right that they'll go down for 2013. My mom tells me that the property was last assessed a few years ago, so it's not like it's ancient. Also, no fracking going on on t...
by fitzroymac
Fri Mar 23, 2012 9:53 am
 
Forum: Personal Finance (Not Investing)
Topic: Appealing 97% Increase in Assessed Property Value
Replies: 24
Views: 1066

Appealing 97% Increase in Assessed Property Value

My mother, a homeowner in Pennsylvania, recently received the results of the county's reassessment of the fair market value of her single-family home. Long story short, the assessed land value increased by 299% (!) while the improvement value decreased by four percent. In total, the new assessed val...
by fitzroymac
Fri Mar 23, 2012 8:50 am
 
Forum: Personal Finance (Not Investing)
Topic: Appealing 97% Increase in Assessed Property Value
Replies: 24
Views: 1066

Re: Help creating new AA incorporating existing stock positi

To everyone, especially retiredjg, thanks very much for your input and wisdom. I've definitely thought about a lot of things I hadn't before as a result of making this post and that's what it's all about. I'm currently using Tax Caster to try to figure out my tax situation and I will certainly speak...
by fitzroymac
Sun Jan 29, 2012 12:32 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help creating new AA incorporating existing stock positions.
Replies: 23
Views: 703

Re: Help creating new AA incorporating existing stock positi

Again, thank you very much for all of your sound advice--I really appreciate it! I particularly like the idea of setting up a charitable gift fund to which to donate some of the Apple stock and deduct from my AGI in future years. I also really appreciate some of the portfolio allocation advice in th...
by fitzroymac
Sun Jan 29, 2012 9:31 am
 
Forum: Investing - Help with Personal Investments
Topic: Help creating new AA incorporating existing stock positions.
Replies: 23
Views: 703

Re: Help creating new AA incorporating existing stock positi

First of all, thanks very much to everyone who's taken the time to look at and comment on my post. You've all definitely given me some sound advice. Based on your responses, I'd like to clarify a few things (which I will also update in my initial post): 1. The individual stocks and bonds were purcha...
by fitzroymac
Sat Jan 28, 2012 4:38 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help creating new AA incorporating existing stock positions.
Replies: 23
Views: 703

Help creating new AA incorporating existing stock positions.

Hi! I am looking to deploy recently inherited cash around existing stock positions with large unrealized gains. I've read a number of index investing books and have been following this forum for some time. I have an idea of what to do, but would really appreciate your input. Thanks in advance! Emerg...
by fitzroymac
Sat Jan 28, 2012 6:24 am
 
Forum: Investing - Help with Personal Investments
Topic: Help creating new AA incorporating existing stock positions.
Replies: 23
Views: 703

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