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Response to hermetic (Original post)

Mon Jul 6, 2020, 02:35 PM

6. I am sorry for the loss of your dad.

Depending on how the money is held, IRA, Roth, trading account, mutual funds.....there are a host of different strategies. You may want to start with whoever currently administers your 401K plan. They may be able to help you but first you need to know how the money is characterized. There may also be a step up in capital gains so you may be able to sell some with out a major taxi consequence.

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Arrow 31 replies Author Time Post
hermetic Jul 2020 OP
empedocles Jul 2020 #1
empedocles Jul 2020 #7
hermetic Jul 2020 #14
BComplex Jul 2020 #2
hermetic Jul 2020 #15
progree Jul 2020 #3
hermetic Jul 2020 #16
Canoe52 Jul 2020 #4
Merlot Jul 2020 #5
hermetic Jul 2020 #17
Merlot Jul 2020 #25
LineReply I am sorry for the loss of your dad.
bottomofthehill Jul 2020 #6
hermetic Jul 2020 #13
csziggy Jul 2020 #8
hermetic Jul 2020 #18
csziggy Jul 2020 #20
A HERETIC I AM Jul 2020 #9
progree Jul 2020 #10
progree Jul 2020 #11
A HERETIC I AM Jul 2020 #12
csziggy Jul 2020 #21
A HERETIC I AM Jul 2020 #22
csziggy Jul 2020 #24
hermetic Jul 2020 #19
A HERETIC I AM Jul 2020 #23
bucolic_frolic Jul 25 #26
hermetic Jul 26 #27
bucolic_frolic Jul 26 #28
PoindexterOglethorpe Aug 24 #29
A HERETIC I AM Sep 8 #31
Post removed Sep 1 #30
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