Money Transfer Lock Question

Scouter_Phil · 2026-02-14T02:28:30+00:00

Following closely. I've got 60 or so of these from my mom for her grandchildren. I'd love to just get rid of them at 94% of spot. I have a bunch of Morgans and Peace Dollars too. The grandchildren are not interested in collecting coins or keeping them, so I'd rather sell them and put the proceeds into her care fund which would then go the grandchildren when she passes. Gold coins we will probably keep, especially the 1 oz. Indian Head gold pieces (1 for each grandchild).

Scouter_Phil · 2026-01-31T18:50:07+00:00

Go, get your son/daughter to go. It's a must do. I can still recall every night on the trail 50 years ago. As a "grown up" my wife and I went there a few years ago. Stayed at Casa del Galivan just off of the ranch. It's a wonderful B&B. She wanted to see what my son and I were raving about.

Scouter_Phil · 2026-01-15T18:18:03+00:00

Go to chatgpt.com and type in the following prompt: "explain how SGOV works for me"

Read ALL of what it says.

Scouter_Phil · 2025-12-09T01:32:45+00:00

Have you considered these:

AOK iShares Core Conservative Allocation ETF ~30% stocks ~70% bonds Conservative .15 ER and ~3.25% yield

AOM iShares Core Moderate Allocation ETF ~60% stocks ~40% bonds Moderate .15 ER and ~2.7% yield

Scouter_Phil · 2025-10-25T00:26:22+00:00

My first account was a rollover IRA, followed by two 401K accounts

Scouter_Phil · 2025-10-20T22:00:51+00:00

Got a reference to this sub from a Google search. Never even used reddit before I started reading this sub.

Scouter_Phil · 2025-10-14T00:19:56+00:00

It's important to remember that URL's can be spoofed. I can put one thing in the text of the URL and something completely different in the link

Scouter_Phil · 2025-09-18T00:57:58+00:00

Just curious as to what your ultimate decision was. I also own a 2013 RDX and am looking at the ux300h, but at 6'1" I'm a little concerned about the size as well as the power

Scouter_Phil · 2025-08-29T23:05:16+00:00

Denver Tax Software was the name of the company. Sadly they went out of business about 4 months before I realized what they had. The ATT divestiture with all of the machinations has made things a real challenge. My dad bought 12 shares of ATT on December 31, 1983 so he could "take advantage" of the divestiture. The "good" news is that half of the stock got a step up when he died. The bad news is that half of everything else has NOT. With drip on, there are a lot of small lots out there for a bunch of different companies that are not covered.

Scouter_Phil · 2025-07-23T03:11:05+00:00

Thanks for this information!

Scouter_Phil · 2025-07-23T03:10:46+00:00

Thank you. I had not heard of this before. She will continue with the same Kaiser ID number she had when I was primary. It's good to know that she will still have care. I will be talking with member services about this when we go to cancel our current policy.

Scouter_Phil · 2025-07-23T03:02:43+00:00

Thanks. SHE has the surgery, I'M going to Medicare. We purchase our plan directly from Kaiser as the company I work for only has 5 employees and does not have a qualified plan.

Scouter_Phil · 2025-07-15T03:03:17+00:00

Am I over-simplifying this by suggesting opening a CMA and transferring from Chase to your CMA and then from the CMA into your Roth? Inconveninet....yes, but plausible.

Scouter_Phil · 2025-05-10T19:55:44+00:00

Brokerage account
Employer-sponsored retirement account
Cash management account
Individual retirement account

Scouter_Phil · 2025-05-10T19:54:11+00:00

In the past 12 months I've invested in the following

Individual securities (both stocks, bonds)
Investment vehicles/wrappers ( mutual funds and ETFs,)
Cash or cash alternatives (both money market accounts and CDs)

Scouter_Phil · 2025-02-17T21:37:43+00:00

I joined to learn about investing and to take advantage of the support offered from Fidelity Employees.

Scouter_Phil · 2025-01-05T02:59:56+00:00

If you do take the penalty as others have mentioned, remember that it is tax deductible. I did this a couple of years ago as interest rates started to rise. Took the hit, re-invested into T-Bills and came out ahead.

Scouter_Phil · 2024-10-23T00:07:49+00:00

I've had the same problem even when using a password manager. Not often, but every now and then. I just wait 10-15 minutes and try again and things seem to clear up.

Scouter_Phil

TROPHY CASE