mawhinney’s Activity

Thu Jun 4

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Boards Post

mawhinney posted to the Retired Fools board. 1:51 PM

Inheriting $ from a spouse

When a spouse inherits stocks, mutual funds, or cash from a spouse, does the cost basis of these holdings for the inheriting spouse then become 0?

When should an investor list a holding with a Transfer of Death (TOD) designation?

Mon Apr 20

NL

Boards Post

mawhinney posted to the Retired Fools board. 4:44 PM

Return of Capitol

Where might I find the Return of Capitol figures for EQR for 2010-2014? My brokerage, Vanguard, does not keep Cost Basis figures as shares were transferred from an outside account.

Also there used to be a reit board on the MF site, but I [more]

Fri Apr 17

NL

Boards Post

mawhinney posted to the Retired Fools board. 8:41 PM

How long to keep investment records?

My file cabinets are bulging! I'm trying to simplify and organize years of investment papers. How long is it necessary to keep investment records for active and closed IRA and non-IRA accounts?

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Boards Stats & Trivia

Three stars, 500 posts Old School Fool
Board Posts 804
Recs Received 195
People who have rec'd these posts 134
Recs to Posts Ratio (last 30 days) N/A
Threads Started 567
Threads Started Percentage 70.52 %
Most Frequent Board Retired Fools
Very First Post Home mortgage in retirement (1/20/2000)
Percentage of Posts Rec'd 13.06 %
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