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Personal Finance and Investing

Sherman A1

(38,958 posts)

2. I would suggest talking with

Reply to politicat (Original post)

Thu Apr 24, 2014, 06:06 AM

Apr 2014

a couple of financial types (and your tax guy) or possibly three or four, then compare notes. I would look for similarities in what they tell you regarding your goals in this particular situation. I too suffer from the lack of high finance skills, but am stumbling along with 401k's and some small investments.

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Short-term access, long term strategies to fund assisted living and beyond -- where to start? [View all] politicat Apr 2014 OP

2 'answers.' elleng Apr 2014 #1

Thanks. politicat Apr 2014 #4

I would suggest talking with Sherman A1 Apr 2014 #2

Oh, dear. I'm my tax guy. politicat Apr 2014 #3

Well, Sherman A1 Apr 2014 #5

My first thought is this: lastlib Apr 2014 #6

Actually, no taxes on the profits. Thanks, GOP. politicat Apr 2014 #8

I also want to emphasize SheilaT Apr 2014 #7

If I don't sell, she'll be in devastating shape. politicat Apr 2014 #9

Thank you for clarifying things, and thank you even more for being willing SheilaT Apr 2014 #10