Search found 4 matches

by Eleanor852
Tue Jan 07, 2020 8:09 am
Forum: Personal Investments
Topic: Good fund to keep for 10 - 15 years - saving for down payment?
Replies: 9
Views: 765

Good fund to keep for 10 - 15 years - saving for down payment?

Hello - my plan is to buy a condo or house in 10 to 15 years and I am saving for the down payment.
I am a newbie to investing.
What would be a good type of fund to invest in assuming I will need it in 10 to 15 years?
Thank you for your help!
by Eleanor852
Sat Nov 09, 2019 6:09 pm
Forum: Personal Finance (Not Investing)
Topic: TOD Brokerage Account and selling the stock as executor while retaining step-up in basis
Replies: 5
Views: 358

Re: TOD Brokerage Account and selling the stock as executor while retaining step-up in basis

:happy Sorry for your loss. Based on my experience with my MIL that had my wife and her sister as PODs they distributed the assets into 2 accounts for them. Since it is POD it not within the control of the estate or you as the executor. You as beneficiary can initiate the process. Step up basis shou...
by Eleanor852
Sat Nov 09, 2019 2:24 pm
Forum: Personal Finance (Not Investing)
Topic: TOD Brokerage Account and selling the stock as executor while retaining step-up in basis
Replies: 5
Views: 358

TOD Brokerage Account and selling the stock as executor while retaining step-up in basis

Hello - my mom passed and left a brokerage account with stocks and mutual fund at Fidelity. It is TOD with each of the 4 heirs as 25% beneficiary. I haven't notified Fidelity yet because am waiting for the Surrogate certificate, but I want to be prepared when I call them. As executor, I would like t...
by Eleanor852
Fri Nov 08, 2019 1:31 pm
Forum: Personal Finance (Not Investing)
Topic: Name of estate on Computershare Form?
Replies: 4
Views: 309

Name of estate on Computershare Form?

I might be making too big a deal of this, but I have already obtained an EIN for my mom's estate (of which I am executor). It shows as "Jane Doe Estate". Mom had some shares of stock (no beneficiaries listed). There are 4 heirs. I am filling out the Computershare form to have the shares transferred ...