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]

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Three stars, 500 posts Old School Fool
Board Posts 804
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People who have rec'd these posts 134
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Threads Started 567
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Most Frequent Board Retired Fools
Very First Post Home mortgage in retirement (1/20/2000)
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