Search found 2 matches

Return to advanced search

Re: AA for a 72 YO Male

I suspect a money market account at an internet bank like Ally or Discover will produce a better after tax return than the vanguard tax exempt money market fund.Is that just an account that has been there a long time (prior to 2008 it might have been worthwhile)? I don't understand how a taxable .9...
by perth
Wed Jan 30, 2013 8:28 pm
 
Forum: Investing - Help with Personal Investments
Topic: AA for a 72 YO Male
Replies: 4
Views: 706

AA for a 72 YO Male

My mother died about 18 months ago and I've consolidated multiple accounts for my father into the following: VG Brokerage Acct: VWAHX VG High-Yield Tax Exempt Fund $15K VMSXX VG Tax Exempt MM $ 4K VWENX VG Wellington Admiral $65K Local Dividend Paying Utility Stock $28K (He won't sell for sentimenta...
by perth
Tue Jan 29, 2013 6:35 pm
 
Forum: Investing - Help with Personal Investments
Topic: AA for a 72 YO Male
Replies: 4
Views: 706

Return to advanced search