billjam’s Activity

Sat Jul 5

NL

Boards Post

billjam replied to the Mastering Quicken board. 6:41 PM

Re: Moving to New Computer

I should have specified I'm using Quicken Premier. I think Release 7 is the latest.

NL

Boards Post

billjam replied to the Mastering Quicken board. 9:34 AM

Re: Moving to New Computer

Thanks for the tip. I was able to update to Release 7 manually. Then able to register and activate. Before when I tried that it closed the program.

Still not sure where the problem lay. This morning it occured to me that daily updates were [more]

Fri Jul 4

NL

Boards Post

billjam replied to the Mastering Quicken board. 7:05 PM

Re: Moving to New Computer

I ended up having to install Quicken 2014 from the disk on the new computer, although the data files copied fine to the new computer. Now I have an unexpected problem. The program installed release 1 but did not update to the latest release. I can [more]

Wed Jul 2

NL

Boards Post

billjam posted to the Mastering Quicken board. 10:59 AM

Moving to New Computer

Getting ready to move everything to a new computer. The upgrade from Q Premier '11 to Q Premier '14 a few months ago was rough. Settings didn't transfer. Budgets got totally scrambled and had to be rebuilt. Now that everything is working well I'd [more]

Tue Jun 17

NL

Boards Post

billjam replied to the Retirement Investing board. 3:01 PM

Re: Growing Trend to Become Foreign Corporations

"What are you going to do with your shares?"

Probably won't own them when the merger goes through. The merger seems to help the company and big institutional holders are apparently exempt from withholding and cap gains tax on the [more]

NL

Boards Post

billjam posted to the Retirement Investing board. 11:03 AM

Growing Trend to Become Foreign Corporations

I posted this on Tax Strategies but it's just as relevant here:

You're probably wondering what this has to do with personal taxes. I would too except my largest stock position is AMAT in an IRA account. Buried in the 500 page prospectus for [more]

NL

Boards Post

billjam posted to the Tax Strategies board. 11:00 AM

Growing Trend to Become Foreign Corporations

You're probably wondering what this has to do with personal taxes. I would too except my largest stock position is AMAT in an IRA account. Buried in the 500 page prospectus for the merger with a Japanese company and subsequent conversion of the new [more]

Tue Jun 10

NL

Boards Post

billjam posted to the Tax Strategies board. 3:19 PM

How long to keep tax forms of deceased person?

Starting to clean things out in preparation for a move. I have a file drawer full of my mother's old tax files back through 1993. She died in 2000 and the estate was closed within a year. I was executor and sole heir.

Wondering how far back [more]

Tue Jun 3

NL

Boards Post

billjam replied to the Mastering Quicken board. 11:57 PM

Re: help with budgeting in Quicken 2014

2014 is quirky compared to earlier versions when it comes to budgets. Wish I could remember exactly what I did but I did find a way to make it use fiscal years after a while. Also had trouble with a converted budget file from 2011. It kept filling in [more]

Fri May 30

NL

Boards Post

billjam replied to the Tax Strategies board. 11:44 PM

Re: Irrevocable Trust

I'm not an expert but on the surface it sounds like he may have written some restrictions into the trust. If it was setup when the beneficiaries were still minors that wouldn't be unusual. You need to see the trust agreement itself to see what the [more]

Thu May 29

NL

Boards Post

billjam replied to the Retirement Investing board. 11:18 AM

Re: What My Financial Adviser Recommends

DIY exit at home may become a popular thing in my community. Our community hospital has just announced its sale to a Catholic hospital company. In addition to prohibiting abortions and contraceptive procedures in the hospital, they, reportedly, also [more]

Tue May 27

NL

Boards Post

billjam replied to the Applied Materials board. 6:40 PM

Re: Please s"plain

Proxy arrived today. Almost 500 pages. Only scanned it briefly but a few initial thoughts.

How I vote my 2300 shares won't affect the outcome of the merger vote at all. But the merger might affect my wallet.

Everything I've read [more]

Mon May 26

NL

Boards Post

billjam replied to the Applied Materials board. 10:57 AM

Re: Please s"plain

This is a proxy for a special shareholders' meeting to appove a merger. Mine hasn't arrived yet but I'm not surprised it's complicated. Much different than the typical annual meeting proxy.

Tue May 20

NL

Boards Post

billjam replied to the Retirement Investing board. 7:29 AM

Re: ALL ETF Investment Portfolio

Vanguard is going thru the process of merging the fund & brokerage accounts. Just completed for my IRA and it is much better to work with!

Hadn't heard about this. I converted my Fidelity mutual fund accounts (regular and IRA) to [more]

Sat May 10

NL

Boards Post

billjam replied to the Retired Fools board. 11:53 PM

Re: Spoiled Generation

My theory is that there is a significant slice of the buying market that would prefer a cheaper price and an opportunity to put their own sweat equity into the property. They also get to customize their new home the way THEY [more]

Fri May 9

NL

Boards Post

billjam posted to the Retired Fools board. 6:22 PM

Spoiled Generation

My girlfriend is trying to sell her house. Lovely home in a desirable suburb of Boston. She's asking a price comparable to homes in the neighborhood that aren't as nice as hers.

Several people have come through and liked the house but won't [more]

Sun May 4

NL

Boards Post

billjam replied to the Tax Strategies board. 11:30 AM

Re: Gift Tax on Graduation Present

In addition to ptheland's excellent advice I wonder if you might avoid gift tax by putting her on the title with you first, which I think passes only half the truck's value. Then next year you could have yourself taken off the title, passing the rest [more]

Mon Apr 28

NL

Boards Post

billjam replied to the Applied Materials board. 9:33 AM

Re: Calls pile up in Applied Materials

Thanks for the info. Hasn't been much activity on this board in ages.
Still long AMAT with a large position. Thought of selling calls but the prices haven't been attractive and I really don't want to lose my shares.

Wed Apr 23

NL

Boards Post

billjam replied to the Retirement Investing board. 10:42 PM

Re: Home Ownership not a good investment

IMHO home ownership should be about life style and affordability...not about investing.

I think that applies to a lot of decisions in life. I know I've been much happier owning a house where I could fix things up as I wanted than I [more]

Sat Apr 19

NL

Boards Post

billjam replied to the Retired Fools board. 5:29 PM

Re: Pension plans are healthier, but they're dying

Good article but I question one statement. "lump sum not usually in the best interst of retiree" Depends on the company, the plan, and how well funded the pension is.

A friend faced this decision some years ago. He chose the lump [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 1831
Recs Received 2497
People who have rec'd these posts 830
Recs to Posts Ratio (last 30 days) N/A
Threads Started 370
Threads Started Percentage 20.21 %
Most Frequent Board Retired Fools
Very First Post Re: Up, down or sideways? (3/28/1999)
Percentage of Posts Rec'd 45.66 %
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