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| Author | Topic: Gift to minor - How can I leave a dog fund painlessly? |
| Will McHale |
posted 12/28/05 3:34 PM
My brothers and bought into a fund years ago as a gift to my niece. To my horror, Wells Fargo bought the fund from Montgomery and turned $27K into $10K in about 4.5 years (thanks a lot W-F, couldn't have done it without you). I want desperately to run from these turkeys and put the money somewhere else. My question is this:How best do I leave this and put the money somewhere else? Are there tax implications I have to worry about in moving it? Do I need professional assistance for this?Any help is appreciated...thanks. |
| Julie |
posted 12/7/06 2:52 PM
Zapped - no commercials in forum, no matter how noble they are! [This message has been edited on 12/08/2006] |
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