FoolishGardner’s Activity

Thu Mar 27

NL

Boards Post

FoolishGardner replied to the Tax Strategies board. 1:49 PM

Re: taxes and trusts

Thank you for sharing that link. Maybe that is where I got the idea it might be a bad route. For the time being, I'm thinking we will leave things as they are. It's not that I don't trust my kids but neither have had any experience with dating and I [more]

Wed Mar 26

NL

Boards Post

FoolishGardner posted to the Tax Strategies board. 11:42 PM

taxes and trusts

A number of years back my husband and I signed wills and revocable trusts because we had minor children. The children are now young adults. We aren't super wealthy but there could potentially be more worth than we think young inexperienced persons [more]

Wed Feb 19

Stock Advisor Boards Post

FoolishGardner replied to the Stock Advisor boards. 12:49 PM

Sat Feb 15

NL

Boards Post

FoolishGardner replied to the Portfolio Management board. 11:08 PM

Re: asset allocation & diversification

I am not very experienced at this but I feel the same as you about bonds. Maybe corporate bonds are okay. Would be nice to see a response from someone with a good understanding of the subject.

NL

Boards Post

FoolishGardner replied to the Retired Fools board. 12:14 PM

Re: Should I Really join FaceBook?

Thanks for a great laugh!

Fri Feb 14

NL

Boards Post

FoolishGardner posted to the Mutual Funds board. 11:56 PM

preferred stock

Are there mutual funds that hold preferred shares of stock?

NL

Boards Post

FoolishGardner replied to the Retirement Investing board. 3:27 PM

Re: Investing After Retirement

Does high quality fixed income refer to R E I T S ? Does N L Y fall into that category? Sorry I have to use spaces or my spell check changes what I type.

NL

Boards Post

FoolishGardner replied to the Retirement Investing board. 3:17 PM

Re: Investing After Retirement

So where is there information on high quality fixed income approach? I saw someone suggest under a different thread that the reader visit a T M F board about bonds but didn't find such a board. Could someone provide a link?

Thu Feb 13

NL

Boards Post

FoolishGardner replied to the Portfolio Management board. 1:51 PM

Re: Growing Your Portfolio

When I first opened my IRA at a discount broker I subscribed to one of the Motley Fool newsletters for advice. One of my first stocks that I purchased based on their recommendations was MIDDLE BY (space doesn't belong there but my tablet can't [more]

Wed Feb 12

NL

Boards Post

FoolishGardner replied to the Retirement Investing board. 6:05 PM

Re: Investing After Retirement

This looks like a good place to get feedback on my plan for retirement (which is some years down the road) as I presently plan to continue to invest in my retirement years. If (and I know this is a very big IF) we can manage to achieve a balance of [more]

NL

Boards Post

FoolishGardner replied to the Retirement Investing board. 5:23 PM

Re: Roth question

Thank you Peter and Bruce for your responses. I am still a few years away from retirement, but I am trying to do some advance planning. My thought was that once in retirement, I would convert $20 - $30,000 at the beginning of each calendar year, with [more]

NL

Boards Post

FoolishGardner replied to the Retirement Investing board. 1:43 PM

Re: Roth question

So if a person that has had a Roth IRA for 10 years turns 59.5, then converts part of a traditional IRA to add to the existing Roth, there is no longer the five year waiting period?

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Boards Stats & Trivia

Old School Fool
Board Posts 35
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People who have rec'd these posts 6
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Most Frequent Board Tax Strategies
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