mawhinney’s Activity

Mon Apr 20

NL

Boards Post

mawhinney posted to the Real Estate Inv. Trusts: REITs board. 7:51 PM

Return of Capital

Where can I find Return of Capital figures for EQR? I'm looking for 2011 through 2014.

NL

Boards Post

mawhinney replied to the Real Estate Inv. Trusts: REITs board. 6:41 PM

Re: Return of capital

thanks!!!!!!!!

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]

Sun Apr 19

NL

Boards Post

mawhinney posted to the Real Estate Inv. Trusts: REITs board. 8:12 PM

Return of capital

Where can I find the year End historic Return of Capitol figures for EQR Equity Residential?

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?

Sat Mar 14

NL

Boards Post

mawhinney posted to the Retired Fools board. 12:05 PM

Dividends & interst under $10

For federal or state taxes, are your required to report dividends or interest under $10 if you did not receive a 1099 Dividend or Interest form?

NL

Boards Post

mawhinney posted to the Tax Strategies board. 11:54 AM

Reporting Dividends under $10

If 2014 dividends were under $10, a 1099 Dividend form is not sent out by the mutual fund company. Are dividends under $10 required to be reported on federal & state tax forms?

Thu Mar 12

NL

Boards Post

mawhinney posted to the Retired Fools board. 2:31 PM

protecting $$ from long term health care costs

Is there a way to hold retirement assets so they can not be cobbled up by long term health care costs? Fearful that the long term, institutionalized health care costs of one spouse could leave the other spouse penniless, what is the best way for a [more]

NL

Boards Post

mawhinney posted to the Tax Strategies board. 12:34 PM

Adding a name to a holding?

If a mutual fund or stock is held by an individual is it possible to add another name to the account without incurring additional fees, taxes or having to sell the account and then open a new account.
For example, Joe Jones holds a mutual fund in [more]

Sat Feb 28

NL

Boards Post

mawhinney posted to the Tax Strategies board. 12:59 PM

Help claiming a dependant with income

Where on the tax forms do I enter the $407 our adult, dependent son earned? Turbo Tax deluxe will not let me enter it. There is only space for the husband and wife to enter their info.

NL

Boards Post

mawhinney posted to the Retired Fools board. 12:46 PM

Tax question

A dependent adult earned $704 in 2014. On the tax form where or how do I enter the $704? Turbo Tax will not allow me to enter the $704 with our income.

Tue Feb 3

NL

Boards Post

mawhinney posted to the Retired Fools board. 4:10 PM

Formula

Is there a formula to figure how much to with hold for taxes when taking the RMD from retirement accounts? 10%, 15%, 18%... The penalty for taking too little is horrible!

Mon Jan 26

NL

Boards Post

mawhinney posted to the Retired Fools board. 10:13 AM

Treasury bond fund

I've been reconsidering the bond allocations in my retirement account. The yearly returns on Vang. Treasury bonds have been so much better than my current holdings, I am thinking I might delegate some or all of my bond allocation to treasury bonds. [more]

Tue Jan 13

NL

Boards Post

mawhinney posted to the Retired Fools board. 5:20 PM

withdrawals

When taking the required minimum withdrawals from IRA accounts is it better to first take the required withdrawal from bond or stock funds? Assume the withdrawn funds will be reinvested.

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 75218
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 0
Total Picks 0
Best Pick ( 0)
Worst Pick ( 0)
Average Score per Pick 0.00
Charms Earned 0
Highest Rated Favorite No Favorites Selected
Go to mawhinney’s CAPS page

Boards Stats & Trivia

Three stars, 500 posts Old School Fool
Board Posts 803
Recs Received 195
People who have rec'd these posts 134
Recs to Posts Ratio (last 30 days) N/A
Threads Started 566
Threads Started Percentage 70.49 %
Most Frequent Board Retired Fools
Very First Post Home mortgage in retirement (1/20/2000)
Percentage of Posts Rec'd 13.08 %
Show mawhinney’s 10 Latest Posts