04-29-2019, 12:43 PM
I use the "free" advisors through the federal government... but that's really to look at my diversification, projections, etc. I do all the manual controls of the account(s). I also use my accountant, mostly for the tax implications short and long term of my investments and the potential pay outs.
speaking of, we are "planning" for Sylvias student loan forgiveness to be accepted this year and be credited as "income" this year. while not having to pay interest and the bill for the next 5 years, the tax implications BLOW. This sped up her "need" to max out her contributions and stuff to minimize the impact as much as she could... and she can afford to keep those contributions up after the student loans go away.
speaking of, we are "planning" for Sylvias student loan forgiveness to be accepted this year and be credited as "income" this year. while not having to pay interest and the bill for the next 5 years, the tax implications BLOW. This sped up her "need" to max out her contributions and stuff to minimize the impact as much as she could... and she can afford to keep those contributions up after the student loans go away.
#99 - 2000 Civic Si (Future H2 Car, Former H1 car)
IPGparts.com, AutoFair Honda, Amsoil, QuikLatch Fasteners
NASA-MA Tech Inspector (Retired)
IPGparts.com, AutoFair Honda, Amsoil, QuikLatch Fasteners
NASA-MA Tech Inspector (Retired)