ShiftF5 wrote:2% haircut on $1MM = $20,000 Each Year.
Where are the customer's yachts?
Jimmy Mac 33 wrote:Basically a CRM system but this is just for me, and am hoping to stay away from a monthly fee service.
Wannaretireearly wrote:Should I be updating the TT cost basis to include the ordinary income recognized ($1539.56) given that is my 'Total adjusted cost basis'?
engineerartist wrote:Just read this article - which could perhaps be dismissed as "sour grapes" - from a WealthFront member: https://medium.com/@adamnash/broken-val ... d550a27629
neurosphere wrote:Note that while information submitted via the EZ form is publicly searchable on the internet, a 5500-SF from for a one-participant plan is NOT.
harikaried wrote:In particular, the TLH whitepaper reveals the primary and secondary ETFs in the appendix:
https://intelligent.schwab.com/public/i ... ncing.html
mikep wrote:Looks like the best options today are Fidelity Visa, capital one venture and capital one quicksilver, none of which pay 2% from the first dollar without an annual fee.
555 wrote:So if I have $5k in a Spartan Investor Class, and I buy another $7k of that fund, then it will automatically be converted to Advantage Class?
555 wrote:What if it is inside a (Bancorp)HSA, or some place other than literally at Fidelity itself?
555 wrote:I wonder if Fidelity has a similar feature to convert their Spartan Investor Class to Spartan Advantage Class.
G-Force wrote:The $1000 offer is available again. This one is good until March 31, but they keep getting renewed.
chessmannextmove wrote:HRBlock software is clunky for this.