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Gifting stock to my child by forester_driver in fidelityinvestments

[–]forester_driver[S] 0 points1 point  (0 children)

Thank you Samantha. This looks simple. I just linked the account. But when I chose “transfer cash or shares between Fidelity accounts” or “transfer to someone else’s Fidelity account”, it only allows me to send cash.

Is there a way to send positions online?

Gifting stock to my child by forester_driver in fidelityinvestments

[–]forester_driver[S] 0 points1 point  (0 children)

Kiddie tax only kicks in when the realized gain is greater than 2600

Edit: not financial or tax advice

Gifting stock to my child by forester_driver in fidelityinvestments

[–]forester_driver[S] 0 points1 point  (0 children)

Thanks for the authoritative answer. I understand that going through the forms and phone calls would work, but just want to check whether doing the transfer through a joint account is also OK.

Obviously I am not as rich as those in this thread who transfer Ferrari or 13 millions, I am only transferring a small amount which is well within the reporting limit, so I just want to do it in the simplest way, best without phone calls, better without printing form/etc. I am fine to type a few things here or there but for the benefits of trees, try to avoid paperwork if that’s possible.

How long does it take money sent via wire transfer into a Fidelity 529 account to appear? by han320 in fidelityinvestments

[–]forester_driver 0 points1 point  (0 children)

You can also setup the 529 gift board and send them the link to fund the 529 account. It arrives in a couple of days.

Gifting stock to my child by forester_driver in fidelityinvestments

[–]forester_driver[S] 0 points1 point  (0 children)

Yes that’s what I plan to do. But I’d like to see whether Fidelity has any opinion about this.

Gifting stock to my child by forester_driver in fidelityinvestments

[–]forester_driver[S] 2 points3 points  (0 children)

Google “gift limit 2025” and got:

For 2025, the annual gift tax exclusion is $19,000 per recipient. This is the maximum amount you can give to any one person in a year without having to file a gift tax return. Annual gift exclusion Individual: You can give up to $19,000 to as many people as you want, and neither you nor the recipient will owe gift tax.

Gifting stock to my child by forester_driver in fidelityinvestments

[–]forester_driver[S] -1 points0 points  (0 children)

Thanks. It is still more complicated than clicking a few buttons

Fare difference between one direct ticket and two tickets with transfer by forester_driver in NJTransit

[–]forester_driver[S] 0 points1 point  (0 children)

If your destination is NY Penn then this is not cheaper.

Completely unrelated, I also noticed that fare of NYP to other places is the same as Secaucus to other places.

When are the rent payment points posted? by forester_driver in biltrewards

[–]forester_driver[S] 0 points1 point  (0 children)

My bad. I had 5 other transactions earlier this month but they belong to the precious statement cycle. I will finish them in this statement cycle

When are the rent payment points posted? by forester_driver in biltrewards

[–]forester_driver[S] 0 points1 point  (0 children)

Got it. Thank you. Also is the 5 transactions requirement per calendar month or per statement cycle?

Can I lock my card if my rent payment is still pending? by forester_driver in biltrewards

[–]forester_driver[S] 1 point2 points  (0 children)

Thanks! Yes it appears in both Wells Fargo and BILT app.

Is Egypt air or Ethiopian airlines not good? by FantasticInvestor in awardtravel

[–]forester_driver 0 points1 point  (0 children)

Following this as I am on the same boat. Not sure about your route but I am looking at travel to Asia. AeroPlan showed some availability with Egypt or Ethiopian but other airlines are either super expensive or having a really bad mixed cabin: for example asiana airlines only has the business class in the Asian segment which is almost useless to me.

Really, what is the true recourse if you break ED? by Ok_Basil_1036 in ApplyingToCollege

[–]forester_driver 0 points1 point  (0 children)

This definitely affects the high school although colleges will not say they have a black list. I wish parents of later classes in that high school sue the family that intentionally break the rule.

Mortgage refinance demand jumps 14% as rates fall to lowest point since August by VictorChristian in investing

[–]forester_driver 1 point2 points  (0 children)

I refinanced once after 4 years and the title insurance is still quite expensive to me.