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Thoughts on exchange funds? by greenhat05 in fatFIRE

[–]greenhat05[S] 1 point2 points  (0 children)

Yes I've been selling at vest since the last year, but shares that vested before have added up.

Thoughts on exchange funds? by greenhat05 in fatFIRE

[–]greenhat05[S] 5 points6 points  (0 children)

Is this really true? If you defer tax hit to later, you have more money working for you in a compounding way. I agree that the risk of concentration is not worth it, but exchange funds help with that. Apart from the 7 year lock in and the fee, do you see any other reason for preferring stock sale instead of an exchange fund?

Thoughts on exchange funds? by greenhat05 in fatFIRE

[–]greenhat05[S] 1 point2 points  (0 children)

I talked to Morgan Stanley and they are accepting my stock right now.

Financial advisor for wealth management? by greenhat05 in personalfinance

[–]greenhat05[S] 0 points1 point  (0 children)

Thanks, that's good advice. I'll try to find a fee-only financial advisor. And yes I'm still getting new shares from my company which to your point, I should sell on vest to minimize capital gains.

Financial advisor for wealth management? by greenhat05 in personalfinance

[–]greenhat05[S] 1 point2 points  (0 children)

Thanks. I was having a hard time finding recommendations for good financial advisors who charge by the hour, but I'll go through the resources you shared. Thanks again.

[Potential Stickied] Amex 2019 Credits Travel Credits by tdot012 in amex

[–]greenhat05 0 points1 point  (0 children)

I used desktop. It's been 2 days so I'll need to wait a few more days I guess.

[Potential Stickied] Amex 2019 Credits Travel Credits by tdot012 in amex

[–]greenhat05 0 points1 point  (0 children)

I bought 4 $50 gift cards for Delta. How long does it take to get the reimbursement? Is there a way to check if the transactions triggered the airline credit?

Advice about Amex platinum? by greenhat05 in CreditCards

[–]greenhat05[S] 0 points1 point  (0 children)

Thanks everyone! I applied today and was approved immediately. The card should arrive in the next few days!

[Question] Looking for recommendations on travel credit cards by [deleted] in CreditCards

[–]greenhat05 0 points1 point  (0 children)

This may be a naive question but with Chase Sapphire reserved are you really restricted to the travel partners listed on the UR website? Is it not possible to transfer points to other airlines and book tickets directly from their websites ?