2015
Aug
7
comment How many assets do you need before you should buy an umbrella insurance policy?
They would only defend up to the amount of the policy. You should probably incorporate to protect your personal wealth.
Aug
7
comment How many assets do you need before you should buy an umbrella insurance policy?
My insurance agent required me to increase my auto insurance to the max before adding umbrella. I use the same company for all my insurance.
Jun
16
comment Investing in mutual fund and donating mutual fund assets to charity
Thank you. I wasn't sure if Wash Sales applied to donations.
Jun
16
accepted Investing in mutual fund and donating mutual fund assets to charity
Jun
15
asked Investing in mutual fund and donating mutual fund assets to charity
2014
Oct
2
awarded  Scholar
Oct
2
awarded  Supporter
Oct
2
accepted Tax implications of dispersing trust to my child's 529 plan vs directly to me
Oct
1
comment Tax implications of dispersing trust to my child's 529 plan vs directly to me
$5k per person/trust? is the most that can be contributed per year. The 529 plan is in one state and the trust in another state. I am a beneficiary of the trust set up for my father's estate. He recently died.
Sep
29
awarded  Student
Sep
29
asked Tax implications of dispersing trust to my child's 529 plan vs directly to me
Sep
24
awarded  Autobiographer