Search found 2 matches

by CPW
Mon Sep 10, 2018 10:54 pm
Forum: Investing - Help with Personal Investments
Topic: AA for funds earmarked for parents' care
Replies: 5
Views: 436

Re: AA for funds earmarked for parents' care

Thanks JBTX. All of the funds in this account came from gifts from my parents. I'm not contributing to this. I'm contributing to my tax advantaged space as much as I can with my own earned income :happy And I'm not sitting on cash. It was a recent addition to the account, and I'm hoping to get some ...
by CPW
Mon Sep 10, 2018 9:52 pm
Forum: Investing - Help with Personal Investments
Topic: AA for funds earmarked for parents' care
Replies: 5
Views: 436

AA for funds earmarked for parents' care

Hello Bogleheads, I've been lurking for a while. Hopefully I can get some wisdom on my situation. I have a taxable account (at Fidelity) with a low to mid six figure amount that is set aside in case my parents will need additional funds toward the end of their lives. My parents are approaching 70, h...