zol’s Activity

Sun Dec 7


Boards Post

zol replied to the Tax Strategies board. 5:35 PM

Re: Options Loss to offset RSU/ESPP gains

I am sitting on $10K worth of Long Term Call Options that will expire in Jan and are basically worthless, and I was wondering if I should just sell some of my RSUs and ESPP and offset around 10K worth of gains there.

Watch out for the [more]

Wed Nov 19


Boards Post

zol replied to the Retirement Investing board. 4:08 PM

Re: IRA to Roth and RMD

I guess that my next step is to call TDAmeritrade and see what they have to say about opening and funding a Roth IRA by rolling over a portion of my conventional IRA.

Make sure to ask for fees associated with rolling over a portion [more]


Boards Post

zol replied to the Get Organized! board. 4:03 PM

Re: "The Life Changing Magic of Tidying Up&

where do I put all the kids' artwork and papers? (the few that I'm keeping.)

Artwork may be hard to store due to size but I found a solution for papers. I got a 3-ring binder and inexpensive sheet protectors from the office supply [more]

Fri Nov 14


Boards Post

zol replied to the Living Below Your Means board. 2:41 PM

Re: Brick-and-mortar looking better


- Kohls.com: Last November I ordered an NFL shirt for my son's birthday - a few days before Christmas. I thought I had ordered with plenty of time to get it but Kohl's dragged their feet putting the order [more]

Mon Aug 18


Boards Post

zol replied to the Paying For College board. 7:21 PM

Re: College Planning Class

I went to the college planning class and I'm glad I did. I actually wished my kids and spouse were there too. They gave us a boatload of information regarding the academic and financial positioning of the student. Some highlights:

Academic [more]

Sat Jul 12


Boards Post

zol posted to the Paying For College board. 7:55 PM

College Planning Class

We just received direct mail inviting us to the college planning class offered by http://www.freecollegeplanning.org
They claim to be a non-profit organization and say the presenters are affiliated [more]

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Three stars, 500 posts Old School Fool
Board Posts 753
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Very First Post Re: I-Club Woes (8/27/1998)
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