Dear Gloria, We are sorry to hear your club is disbanding.A Here are the instructions you need to follow to close it down correctly: https://www.bivio.com/site-help/bp/Disbanding_A_Partnership_Help Note that your operations will not be closed until your final transaction is completed.A This includes the receipt of any ...
Where is link that tells how to correct differences in cash accounts and number of shares owned . Bivio does not agree with my club's TD Ameritrade Acount
We have been using FolioInvesting for several years and we are pleased, except when our Treasurer resigned. FolioInvesting tells us the only way we can remove the Treasurer (who is designated "Owner") of the account is to close the account and open a new account. ...
Near the end of the year is probably too late unless you have no stocks that pay dividends. Search the archives of club cafe, you will find articles about disbanding. Joe Farrell Everyday Investment Club On Tuesday, November 18, 2014 5:43 AM, Gloria Graham < ...
Hi everyone, The transcript and a recording of the webinar that was given last night is now posted.A You can find it here: Getting Ready For Tax Season One big take away is to get started on confirming the cost basis and gains/losses from each ...
Does anyone have any experience with custodial accounts for minors in a family investment account when the minor is a foreign national and therefore there is no social security number? Sent from Surface Pro
I am retired so I can not open another Roth and my other assets are already divided where Infant them to be. I contacted TRowe Price and they will not open a custodial account for a foreign nation. Plus for me ton open an account ...
There is some misinformation here about qualified dividends. Most stocks, but not all yield qualified dividends if you hold the stock for at least 30 days within the 60 day period inclusive of the dividend payout date. (I believe it is 30 days, but certainly ...
Laurie, I never said your info was inaccurate. It was other postings that were incorrect. I work in a tax office that prepares many tax returns. We use the 1099 to determine qualified dividends. That is the information that is given to the IRS and ...
Transferring shares is a gift. If the value is over 14,000 a gift tax return will be required. Linda Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone Original message From: mmoriarty@crocker.com Date:11/24/2014 8:41 AM (GMT-05:00) To: club_cafe@bivio.com Cc: Subject: Re: [club_cafe] Transferring ...
May the turkeys stay out of your portfolio. May the black on your Friday be due to gains in your investments. May you enjoy the gift of friends and family to share special times with. May you continue to feed your curiosity with all the ...
Hello, I am currently looking for a club in Dallas, TX. I just moved here about two years ago and have been investing my whole life. My co-chairs a club in Milwaukee and I am interested in joining one myself. Please let me know! I ...
It's true.A Sometimes it's more fun to watch funny cat videos than spend the time to do a quick check each month that your club records are lining up with what your broker shows.A Here are some more reasons not to check things: You use ...