Search found 2106 matches

by retiringwhen
Wed Apr 21, 2021 10:34 am
Forum: Personal Finance (Not Investing)
Topic: SS Calculator for early retirement?
Replies: 3
Views: 228

Re: SS Calculator for early retirement?

ZWorkLess wrote: Wed Apr 21, 2021 10:29 am @retiringwhen -- you win the internet today.

1A was exactly what I was looking for. I'd googled and googled and had no success finding that!

(I have used 1 & 2 previously.)

Thank you so much!
your welcome!
by retiringwhen
Wed Apr 21, 2021 9:50 am
Forum: Personal Finance (Not Investing)
Topic: SS Calculator for early retirement?
Replies: 3
Views: 228

Re: SS Calculator for early retirement?

Try this: 1. Determine PIA Primary Insurance Amount (PIA) is the benefit you would receive based upon current employment at full retirement age in current $. First, download your earnings history (both spouses) from SSA.gov, you'll need this data for any analysis tools. Look at ssa.tools below befor...
by retiringwhen
Tue Apr 20, 2021 3:05 pm
Forum: Personal Investments
Topic: What happens if I draw my Vanguard Brokerage Acct down to $0?
Replies: 5
Views: 798

Re: What happens if I draw my Vanguard Brokerage Acct down to $0?

I did just that last year with two of our taxable brokerage accounts that only held cash at Vanguard (moved the money to no penalty CDs at Ally). We have a large balance in other accounts. Both $0 brokerage accounts are just sitting there happy as a clam. I have a joint account with my son that we e...
by retiringwhen
Tue Apr 20, 2021 11:08 am
Forum: Personal Finance (Not Investing)
Topic: Estate Planning Books [“Beyond the Grave” by Jeffery Condon Esq.]
Replies: 19
Views: 2506

Re: Estate Planning Books [“Beyond the Grave” by Jeffery Condon Esq.]

Some of the stuff I found a little patronizing and doesn't allow people to grow. I do come from a family that has serious money problems; bankruptcies, foreclosures et cetera. While that stuff didn't happen to me it really strained and damaged the family relationships. ETA: After reading the book I...
by retiringwhen
Mon Apr 19, 2021 3:33 pm
Forum: Personal Finance (Not Investing)
Topic: Permission to retire?
Replies: 38
Views: 6101

Re: Permission to retire?

Why? What happened to make you think this way suddenly? Sudden decisions are seldom optimal. Well it happens. In my case, I have been thinking about retiring for years, but finally about 4 weeks ago, my wife threw in the towel and said, Let's retire! I am busying making my plans real now :-) To the...
by retiringwhen
Sat Apr 17, 2021 6:51 am
Forum: Personal Finance (Not Investing)
Topic: Factoring tax credits towards being able to Semi-FIRE
Replies: 17
Views: 1330

Re: Factoring tax credits towards being able to Semi-FIRE

I’m currently SAHD 29y/o with wife 25 y/o working full time earning 40k a year. With higher CTC and EITC we would have a negative tax liability of about 15k if wife dropped from full time to part-time. We think we can trade off working part time every couple of years and not touch any accounts. We ...
by retiringwhen
Fri Apr 16, 2021 6:39 am
Forum: Investing - Theory, News & General
Topic: TIPS yield curve has dramatically steepened. Why? What does this mean for investors?
Replies: 19
Views: 2539

Re: TIPS yield curve has dramatically steepened. Why? What does this mean for investors?

Investors seem to be expecting that recent actions could cause a short-term boost in inflation but that long-term structural trends suggest that inflation will be tame over the next several decades. ETA: It's kind of bizarre to consider that investors purchase TIPS to protect against unexpected inf...
by retiringwhen
Wed Apr 14, 2021 4:41 pm
Forum: Personal Finance (Not Investing)
Topic: Unknown phone numbers on credit reports?
Replies: 13
Views: 1247

Re: Unknown phone numbers on credit reports?

Does anyone know how they could have landed on my report (under personal information)? Check your LexisNexis report. Stuff from there can migrate to your credit report. I found both addresses and phone numbers that weren't mine on LN. When I reported them they were removed after about a month. Is t...
by retiringwhen
Wed Apr 14, 2021 10:16 am
Forum: Investing - Theory, News & General
Topic: Another 2.8% SWR Article Quoting Wade Pfau
Replies: 252
Views: 13971

Re: Another 2.8% SWR Article Quoting Wade Pfau

1% AUM lolz .... over my cold dead body. Nice of the WSJ to gloss over such an important point. It was not germaine the subject of the article at all so no shame on WSJ. At the same time, I would bet that the average AUM fee for WSJ readers is a lot closer to 1% than it is for Bogleheads. I know of...
by retiringwhen
Tue Apr 13, 2021 7:33 am
Forum: Personal Finance (Not Investing)
Topic: Unexpected interpretation of the SECURE Act 10-year inherited IRA drawdown
Replies: 8
Views: 1111

Re: Unexpected interpretation of the SECURE Act 10-year inherited IRA drawdown

Wow, that stinks if it holds to be true. Ed is pretty clear in the article that this guidance is not official rules and we are still waiting for the official regulations. So, don't take action on anything yet, but keep your ears open for the official regulations! BTW, this is a perfect example of ma...
by retiringwhen
Mon Apr 12, 2021 7:20 pm
Forum: Investing - Theory, News & General
Topic: Another 2.8% SWR Article Quoting Wade Pfau
Replies: 252
Views: 13971

Re: Another 2.8% SWR Article Quoting Wade Pfau

marcopolo wrote: Mon Apr 12, 2021 7:16 pm Wait, you switched from real to nominal returns.

Sure, no one is expecting 12% nominal returns.
But, no one is expecting double digit inflation either, are they?

Why would 12% nominal be needed with 2% inflation?
12 - 2 = 10%, therefore 10% real returns are needed. It sounds just as bad.
by retiringwhen
Mon Apr 12, 2021 8:31 am
Forum: Personal Finance (Not Investing)
Topic: Broker 3rd degree over every retirement withdrawal?
Replies: 61
Views: 7139

Re: Broker 3rd degree over every retirement withdrawal?

The 20% is standard, required for 401(k) withdrawals. This all started for the fact that I was transferring to an IRA to control tax withholdings. Apparently, as I discovered, Fidelity service for their 401(k) clients is vastly different from their IRA service. To be clear, the behavior of Fidelity...
by retiringwhen
Sun Apr 11, 2021 8:48 pm
Forum: Personal Finance (Not Investing)
Topic: Ed Slott's new book NEW RETIREMENT SAVINGS TIME BOMB
Replies: 154
Views: 11239

Re: Ed Slott's new book NEW RETIREMENT SAVINGS TIME BOMB

saveraplenty wrote: Sun Apr 11, 2021 8:30 pm Then, I married another high income earner, who plans to retire at 65 (or later!?!?). There goes the time for Roth conversions.
A perfect example why diversification early makes sense. Plans and situations often change with more (or less) success in careers, inheritances, etc.
by retiringwhen
Sun Apr 11, 2021 1:31 pm
Forum: Investing - Theory, News & General
Topic: Another 2.8% SWR Article Quoting Wade Pfau
Replies: 252
Views: 13971

Re: Another 2.8% SWR Article Quoting Wade Pfau

This is just amusing to me at this point. Didn't Bill Bengen just say the new SWR is around 5% a few months ago? Man oh man, this stuff changes on a whim! It's all just noise. Don't worry about it, no one knows what's gonna happen. Actually, Bengen and Pfau are looking at the same data and coming t...
by retiringwhen
Sun Apr 11, 2021 1:26 pm
Forum: Personal Finance (Not Investing)
Topic: Ed Slott's new book NEW RETIREMENT SAVINGS TIME BOMB
Replies: 154
Views: 11239

Re: Ed Slott's new book NEW RETIREMENT SAVINGS TIME BOMB

My advice is diversify your tax-location just like your asset allocation . For decades, I always assumed (with good reason) that I would have a lower tax rate in retirement so went all in on pre-tax retirement deferrals. Well, behold here I am in the final stretch before retirement and I really real...
by retiringwhen
Sun Apr 11, 2021 12:46 pm
Forum: Investing - Theory, News & General
Topic: Another 2.8% SWR Article Quoting Wade Pfau
Replies: 252
Views: 13971

Re: Another 2.8% SWR Article Quoting Wade Pfau

It is more about flexible withdrawal methods and their responsiveness to SRR risks. They suggest an RMD approach as one model for example (although, I am not a fan as I'd rather front load my retirement a bit.) The do end with Mr. Pfau's scare quote of 2.8% SWR though. key quote: A better approach t...
by retiringwhen
Sun Apr 11, 2021 6:52 am
Forum: Investing - Theory, News & General
Topic: new Vanguard Ultra-Short Bond ETF
Replies: 58
Views: 6603

Re: new Vanguard Ultra-Short Bond ETF

Why the love for I Bond? I keep my emergency fund in Vanguard Federal M.M-VMFXX and Vanguard Total Stock Market-VTI. I see more and more people using I-Bonds. I hate having another account and also don't really know the rates. The love for I-bonds is simple. Real returns is set at time of purchase ...
by retiringwhen
Sat Apr 10, 2021 7:42 am
Forum: Personal Investments
Topic: Help deciphering a friend's quarterly statement?
Replies: 11
Views: 1277

Re: Help deciphering a friend's quarterly statement?

First piece of advice. She should work with the Brokerage to ensure the ownership of those accounts are setup in her name alone and no longer references her parents in any way. There are tax and estate consequences for joint accounts that grow up from custodial UGMA/Trust accounts. Second, depending...
by retiringwhen
Fri Apr 09, 2021 7:58 am
Forum: Investing - Theory, News & General
Topic: TSLA gamed the system - Could Index Funds Be ‘Worse Than Marxism’?
Replies: 108
Views: 11527

Re: TSLA gamed the system - Could Index Funds Be ‘Worse Than Marxism’?

And Edison was more than a bit of a grandstander in his day too. So was Nikola Tesla for that matter. The story of how and why Edison invented the Electric Chair is more shocking and ridiculous than anything Musk has done. BTW, I agree Musk is a truly a once in a century kind of guy and I also expe...
by retiringwhen
Thu Apr 08, 2021 7:14 pm
Forum: Personal Investments
Topic: New Vanguard Ultra Short Bond ETF (VUSB)
Replies: 17
Views: 2153

Re: New Vanguard Ultra Short Bond ETF (VUSB)

Seems to me like a good application for i-bonds instead (for $10K or $20K of this), unless there is a >0% chance you would buy in less than 11 months, 3 weeks. You have much better liquidity with VUSB than i-bonds with their 1 year holding period and somewhat cumbersome redemption process... i-bond...
by retiringwhen
Thu Apr 08, 2021 7:13 pm
Forum: Personal Investments
Topic: New Vanguard Ultra Short Bond ETF (VUSB)
Replies: 17
Views: 2153

Re: New Vanguard Ultra Short Bond ETF (VUSB)

This fund is a real viable alternative for someone wanting to keep cash or near cash in their brokerage account, but they don't have viable alternatives provided by the brokerage. When rates to start to rise again, this funds will really begin to display the difference. Question, but have investors...
by retiringwhen
Thu Apr 08, 2021 1:41 pm
Forum: Investing - Theory, News & General
Topic: TSLA gamed the system - Could Index Funds Be ‘Worse Than Marxism’?
Replies: 108
Views: 11527

Re: TSLA gamed the system - Could Index Funds Be ‘Worse Than Marxism’?

My point is I agree with @mdchemist that I believe the index fund will need to purchase more shares, unlike what others have said. At least that is how I see it. Most indices only reconstitute (aka rebalance/adjust the size of each stock percentage held within the index) once a quarter (or less) an...
by retiringwhen
Thu Apr 08, 2021 10:39 am
Forum: Personal Investments
Topic: New Vanguard Ultra Short Bond ETF (VUSB)
Replies: 17
Views: 2153

Re: New Vanguard Ultra Short Bond ETF (VUSB)

Seems to me like a good application for i-bonds instead (for $10K or $20K of this), unless there is a >0% chance you would buy in less than 11 months, 3 weeks. You have much better liquidity with VUSB than i-bonds with their 1 year holding period and somewhat cumbersome redemption process... i-bond...
by retiringwhen
Thu Apr 08, 2021 10:15 am
Forum: Personal Investments
Topic: New Vanguard Ultra Short Bond ETF (VUSB)
Replies: 17
Views: 2153

Re: New Vanguard Ultra Short Bond ETF (VUSB)

I believe this is Vanguard's first Active ETF. What about the (well-hidden) Factor ETFs like VFMF, VFVA, etc.? The factor funds are technically Index ETFs as they provide composition files driven (PCF) in near real-time, see: https://investor.vanguard.com/etf/profile/portfolio/VFMF/pcf But! VUSB pr...
by retiringwhen
Thu Apr 08, 2021 8:56 am
Forum: Personal Investments
Topic: New Vanguard Ultra Short Bond ETF (VUSB)
Replies: 17
Views: 2153

Re: New Vanguard Ultra Short Bond ETF (VUSB)

I wonder why Vanguard did not make the new ETF a share class of the existing mutual fund. Could this be a glimpse of where Vanguard hopes to go in the future with other funds? I believe the primary driver is that this ETF and the original ultra-short mutual fund are actively managed. I am guessing ...
by retiringwhen
Wed Apr 07, 2021 8:42 pm
Forum: Investing - Theory, News & General
Topic: A Returns Spreadsheet for Bogleheads
Replies: 380
Views: 92635

Re: A Returns Spreadsheet for Bogleheads

I remember an error about using the last calculated value for formulas with errors, but I would have thought now that I have valid formulas it should "just work." Excel has a setting called Calculation Options with choices of Automatic , Automatic except for Data Tables and Manual . I am ...
by retiringwhen
Fri Apr 02, 2021 7:47 am
Forum: Investing - Theory, News & General
Topic: Traditional to Roth
Replies: 18
Views: 1355

Re: Traditional to Roth

Sorry for the dim question. My wife, for whatever reason, opened a Traditional IRA at Vanguard. She put some funds into it, but hasn’t bought anything yet. How do we transfer that into a Roth? She didn’t listen to her husband when he told her to open a Roth. Open a Roth account and do a conversion ...
by retiringwhen
Thu Apr 01, 2021 8:49 am
Forum: Investing - Theory, News & General
Topic: Market crashes. Who causes them?
Replies: 42
Views: 3791

Re: Market crashes. Who causes them?

If you have significant allocation in bonds this year, it has been a very rough year! CD will get you about 0.2%, perhaps up to ~2% for a long term commitment of years, less penalties if you early withdrawal. Not at all, I don't care, I have matched my bond duration with the expected need for their...
by retiringwhen
Wed Mar 31, 2021 9:49 pm
Forum: Investing - Theory, News & General
Topic: Market crashes. Who causes them?
Replies: 42
Views: 3791

Re: Market crashes. Who causes them?

Stay invested....until when? At some point you may need your money to buy a house, for tuition, to buy your SS Boglehead yacht, to satisfy the RMD rules, pay your long term care bill, to pay a healthcare provider, to build a business. The long term is a nice and ideal goal, but in the long term, yo...
by retiringwhen
Wed Mar 31, 2021 8:34 pm
Forum: Investing - Theory, News & General
Topic: Market crashes. Who causes them?
Replies: 42
Views: 3791

Re: Market crashes. Who causes them?

Idiots who don't know how to perform basic risk management and loose $40B in 4 days under the guise of a "Family Office" thus creating a cascading set of losses and failures of trust in several large investment banks. The lost of trust then turns into a panic and fuels a 50% market sell c...
by retiringwhen
Mon Mar 29, 2021 9:04 pm
Forum: Investing - Theory, News & General
Topic: Market crashes. Who causes them?
Replies: 42
Views: 3791

Re: Market crashes. Who causes them?

Idiots who don't know how to perform basic risk management and loose $40B in 4 days under the guise of a "Family Office" thus creating a cascading set of losses and failures of trust in several large investment banks. The lost of trust then turns into a panic and fuels a 50% market sell ca...
by retiringwhen
Sun Mar 28, 2021 8:59 pm
Forum: Personal Finance (Not Investing)
Topic: Retire vs resign - Is there a difference?
Replies: 81
Views: 8151

Re: Retire vs resign - Is there a difference?

diabelli wrote: Sun Mar 28, 2021 8:57 pm I think you get the farewell party if you retire
:beer
In the days of COVID, who's coming to my house? :annoyed
by retiringwhen
Sun Mar 28, 2021 8:53 pm
Forum: Personal Finance (Not Investing)
Topic: Retire vs resign - Is there a difference?
Replies: 81
Views: 8151

Re: Retire vs resign - Is there a difference?

Where I work (whatever $16B tech brings me), if I leave the company in any way, all unvested RSUs go to zero. Doesn't matter if I retire, quit or just stop showing up for work. Sounds a bit unreasonable. I can't imagine they don't have a way for 70 year old employees to leave with benefits as part ...
by retiringwhen
Sat Mar 27, 2021 8:01 am
Forum: Investing - Theory, News & General
Topic: Google sheets not pulling stock prices
Replies: 209
Views: 32463

Re: Google sheets not pulling stock prices

Hydromod wrote: Sat Mar 27, 2021 7:58 am That's a big improvement.

After I posted, I was having issues with the number of digits fluctuating and did a regexprep to extract just the number part, but your solution is much cleaner.
Nothing like peer reviews for code quality :sharebeer
by retiringwhen
Sat Mar 27, 2021 6:58 am
Forum: Investing - Theory, News & General
Topic: Google sheets not pulling stock prices
Replies: 209
Views: 32463

Re: Google sheets not pulling stock prices

Sorry for the delay, here it is: Tickers Share Price Sample | GoogleSheets See the "Read Me" tab for explanations. What makes this spreadsheet interesting is that it pulls prices from three different services, and takes what it can get. I find that my sheet almost always works now because...
by retiringwhen
Sat Mar 27, 2021 6:33 am
Forum: Investing - Theory, News & General
Topic: Google sheets not pulling stock prices
Replies: 209
Views: 32463

Re: Google sheets not pulling stock prices

I like the bigcharts scrape, because I pull TIAA tickers that are hard to get and this updates soon after posting. The example below has the ticker name in cell A1. The 6 gives two decimal places, which works for most tickers. Some TIAA tickers have 4 places, and it needs an 8 instead. =VALUE(Right...
by retiringwhen
Thu Mar 25, 2021 3:04 pm
Forum: Investing - Theory, News & General
Topic: [GameStop GME trading mega-thread]
Replies: 4570
Views: 230229

Re: [GameStop GME trading mega-thread]

elderwise wrote: Thu Mar 25, 2021 3:02 pm GME is a penny stock? I thought Penny stocks usually have a range of 0.01 to 5 to 10$.

I am genuinely wondering.
yes, penny stocks are generally under $5, but GME is acting like one for sure.
by retiringwhen
Thu Mar 25, 2021 2:56 pm
Forum: Investing - Theory, News & General
Topic: [GameStop GME trading mega-thread]
Replies: 4570
Views: 230229

Re: [GameStop GME trading mega-thread]

anyone else notice that this stock is sort of mercurial? I didn't get what you meant, but it is most certainly very very entertaining and to be part of this squeeze cycle. I was thinking of bumping this thread, its up almost 50% for the day whilst every other stock & etf is mostly taking a crap...
by retiringwhen
Thu Mar 25, 2021 2:12 pm
Forum: Investing - Theory, News & General
Topic: [GameStop GME trading mega-thread]
Replies: 4570
Views: 230229

Re: [GameStop GME trading mega-thread]

For anyone interested in plush toys, Gamestop is selling a squeezable cat in a banana from some outer space anime series. GameStop is going to sell Beanie Babies? :D Oddly enough, my son who worked at GME for about 4 years part time said that the plush toy exclusives drove a significant portion of ...
by retiringwhen
Thu Mar 25, 2021 12:09 pm
Forum: Personal Finance (Not Investing)
Topic: JTWRS Problems - what are my options?
Replies: 136
Views: 10502

Re: JTWRS Nightmare - what are my options?

So I think AMG is unlike any other mutual fund for what a person can do with their online portal. I have a similar account (but on purpose and serving the desired need) at Vanguard and it has all of the same limitations, your situation is not unique to AMG. These limitations are designed to protect...
by retiringwhen
Tue Mar 23, 2021 10:48 am
Forum: Personal Consumer Issues
Topic: One time water issue in basement
Replies: 49
Views: 3518

Re: One time water issue in basement

Me again.....:).....Massive amount of snow melt this winter in the northeast. Bone dry. Last week over an inch of rain following the snow melt. Bone dry. During the snow melt and the rain I noticed one of my re-adjusted downspouts is letting a huge amount of water out. Before my readjustment this w...
by retiringwhen
Thu Mar 18, 2021 7:45 am
Forum: Personal Finance (Not Investing)
Topic: Early retirement math/taxes - am I thinking about this correctly?
Replies: 35
Views: 4109

Re: Early retirement math/taxes - am I thinking about this correctly?

Other posters are correct that you want to balance the global picture. You can't just let your pre-tax accounts balloon because then you will be hit with RMD bombs. I second this point. I couldn't put money in Roth for many years, but after 2010 was able to, but I was living my life and not trackin...
by retiringwhen
Wed Mar 17, 2021 4:41 pm
Forum: Personal Finance (Not Investing)
Topic: Has anyone see an inheritance not go as planned? I would like to hear stories from others of what can go wrong.
Replies: 407
Views: 46817

Re: Has anyone see an inheritance not go as planned? I would like to hear stories from others of what can go wrong.

Here is a case I worked on some time ago. Family patriarch starts a successful business in the 1960's. The business grows into a national manufacturer that employs a couple of hundred people. He leaves the business to the son who took over running it. The daughter, who had no day to day connection ...
by retiringwhen
Wed Mar 17, 2021 5:14 am
Forum: Personal Finance (Not Investing)
Topic: Has anyone see an inheritance not go as planned? I would like to hear stories from others of what can go wrong.
Replies: 407
Views: 46817

Re: Has anyone see an inheritance not go as planned? I would like to hear stories from others of what can go wrong.

I consider this incredibly shabby behavior (shrugging off legitimate debts of the deceased.) I would be appalled to think that my heirs would do this. That is an interesting perspective. I feel the opposite way. The idea of paying off debts that aren’t mine seems bizarre and foreign to me. They are...
by retiringwhen
Mon Mar 15, 2021 9:08 pm
Forum: Personal Finance (Not Investing)
Topic: Has anyone see an inheritance not go as planned? I would like to hear stories from others of what can go wrong.
Replies: 407
Views: 46817

Re: Has anyone see an inheritance not go as planned? I would like to hear stories from others of what can go wrong.

But one response was to get a good estate attorney. But I’d say you have no idea until you are long gone if the lawyer was any good. If the minimum score on the bar exam wasn’t good enough it wouldn’t be the minimum standard.... A commendable thing I see regularly on BH is posters doing their due d...
by retiringwhen
Mon Mar 15, 2021 7:23 am
Forum: Personal Finance (Not Investing)
Topic: How do you tell if you should be making charitable contributions to reduce taxes?
Replies: 33
Views: 3335

Re: How do you tell if you should be making charitable contributions to reduce taxes?

This concept must be tied with "should I refuse a pay raise that will put me in a high bracket" for most commonly misunderstood part of taxes. In NJ, if you are retired and take just $1 over $100,000 in total income from any source, that $1 can easily cost you $2,000 in taxes. This is bec...
by retiringwhen
Sun Mar 14, 2021 9:29 pm
Forum: Personal Investments
Topic: So ... Can Someone Talk Me Out of a (Possibly) Bad Rebalancing Plan?
Replies: 20
Views: 2279

Re: So ... Can Someone Talk Me Out of a (Possibly) Bad Rebalancing Plan?

You never mentioned, just how far out of whack are you and has it really hit a solid rebalance band? I am underweight EM right now too as last year developed markets rebounded more and faster after my March 2020 TLH. I am riding it and only fixing it with dividends, etc. IOW, if it is not a huge amo...
by retiringwhen
Sun Mar 14, 2021 9:16 pm
Forum: Investing - Theory, News & General
Topic: Ben Felix on the Failure of the Endowment Model
Replies: 34
Views: 4013

Re: Ben Felix on the Failure of the Endowment Model

Swensen's portfolio for individuals is an asset allocation that can be implemented fully using index funds. It tilts US equities to REITs and tilts non-US equities to EM equities. It uses a bond portfolio that is a 50-50 mix of intermediate treasuries and intermediate TIPS. Swensen's allocation bet...
by retiringwhen
Sun Mar 14, 2021 6:40 am
Forum: Investing - Theory, News & General
Topic: VIGAX
Replies: 16
Views: 1412

Re: VIGAX

I am a virtual three-fund investor (I maintain a market-cap portfolio but using more funds, see below.) As part of a tax loss harvesting opportunity in late 2018, I sold all my Total Stock Market (VTSAX) in taxable and then replace it with VIGAX and VSMAX in market cap quantities and then swapped my...
by retiringwhen
Fri Mar 12, 2021 11:23 am
Forum: Personal Finance (Not Investing)
Topic: Has anyone see an inheritance not go as planned? I would like to hear stories from others of what can go wrong.
Replies: 407
Views: 46817

Re: Has anyone see an inheritance not go as planned? I would like to hear stories from others of what can go wrong.

I'm going to research this, but I was thinking more along the ideas of a the Person giving beneficiaries a % share in a LLC or Partnership which had pre-written rules on how to buy each other out, etc. Instead of saying, I bequeath my farmland to my two heirs, 50/50, what if it was, I bequeath a co...