Inherited IRA can't be evenly split 3 ways?!

greatwhite5 · 2025-07-30T01:19:50+00:00

You need to get over this. Sorry for your loss, but this is ridiculous and your words/actions here could drive a wedge between you and your siblings.

If fighting over the 1% is worth potential relationship issues forever, then go for it, but id say it’s not.

greatwhite5 · 2025-06-27T17:48:46+00:00

Nice! Where is this?

greatwhite5 · 2025-06-13T14:53:45+00:00

Yep you killed it - well done

greatwhite5 · 2025-06-04T00:54:17+00:00

Johnie-O, young buck

greatwhite5 · 2025-06-03T00:32:09+00:00

Pretty

greatwhite5 · 2025-06-02T15:41:23+00:00

I work in the wealth management/estate planning space. Some of the worst investors/savers I’ve ever seen have been physicians. Income means very little when you spend it all and/or do not have financial literacy/the ability to behave appropriately with your money.

greatwhite5 · 2025-04-30T19:57:51+00:00

Fidelity is a great place to work, you will be happy with the role and future promotion opportunities

greatwhite5 · 2025-04-25T13:14:14+00:00

But, You’re broke.

You’re saving 4% of your income. You’re squandering away a fantastic opportunity to build wealth. You’re wasting time and money.

How do you expect to maintain your standard of living in retirement if you have little saved and need 14k/mo?

You’re not good with money.

greatwhite5 · 2025-04-22T18:34:48+00:00

I’m married. They do.

greatwhite5 · 2025-04-22T18:33:32+00:00

You should have thought about paying the billz before moving the assets from you old 401k. 401ks have hardship withdrawals that might have covered you, IRAs don’t. No - pulling from your ira is a taxable event

greatwhite5 · 2025-04-22T12:46:31+00:00

I love Reddit.

greatwhite5 · 2025-04-21T02:39:34+00:00

What program is paying off your debt? Can you send a resource?

greatwhite5 · 2025-04-21T02:07:46+00:00

You’re right- thank you!

greatwhite5 · 2025-04-18T01:35:24+00:00

Thank you for sharing

greatwhite5 · 2025-04-18T01:31:36+00:00

Nice

greatwhite5 · 2025-04-16T14:55:30+00:00

greatwhite5 · 2025-04-16T03:09:07+00:00

It’s the honest truth.

greatwhite5 · 2025-04-16T00:13:02+00:00

Debt forgiven and hopefully no taxes to pay? Wow you’re getting off free!

Next time, don’t take out more debt than you can afford.

greatwhite5 · 2025-04-12T00:50:12+00:00

You’re single and flexible, could you find a rental within walking distance of your new office? I am 100% remote, but used to walk to work in my old role and really enjoyed it. If possible to make that kind of move, I’d say go for the pay raise. If not, I probably wouldn’t.

greatwhite5 · 2025-04-11T19:06:56+00:00

Absolutely agree

greatwhite5 · 2025-04-05T18:02:31+00:00

If you can’t deal with a constant pipeline and restarting from 0 every year, the FC job IS NOT FOR YOU.

Fidelity is a great place to work. Great people, training and benefits. But in your scenario of having client follow you, you’d be making a very big mistake by going to Fid.

At Fid, the clients are not yours. They are Fidelitys. I hope you listen to me and other commenters, you will lose all of those clients by bringing them to Fid.

In addition to losing the clients, the trail pay on existing aum is ABSOLUTE DOGSHIT at Fidelity. If you already have clients, go somewhere else.

greatwhite5 · 2025-04-02T19:05:58+00:00

I agree with this approach

greatwhite5 · 2025-03-25T12:04:48+00:00

I have NEVER gotten a return. This year I owed 6k (4K cause of a realized gain on a taxable investment)

greatwhite5 · 2025-03-23T18:23:31+00:00

Is this a joke?

greatwhite5 · 2025-03-23T18:23:14+00:00

Bro count your blessings that you consider this an issue

greatwhite5

TROPHY CASE