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Meowmee

(8,302 posts)
20. Yes I know thanks 😁
Wed Apr 2, 2025, 11:34 PM
Wednesday

We are going to do that too. Some is already there from my father but it hasn't been probated yet. I have to start that. It is not easy to do and we had to wait for the US probate first for 2-3 years. The lawyer was crazy, delayed everything, and was disbarred towards the end, then he became very ill. There is still so much to do. When that is done that will go right back into those same bonds.
But this fund here is American and he said they have no Canadian bond funds... I will ask again when I talk to the specialist tomorrow.

Kicking myself for many reasons over hiring him instead of a lawyer a friend recommended who would have got it done quickly and a lot cheaper etc.

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1 members have recommended this reply (displayed in chronological order):

DOW futures are down 2.7% gab13by13 Wednesday #1
Smart man. Ellipsis Wednesday #2
People are worried about stagflation gab13by13 Wednesday #3
I didn't touch our portfolio... WarGamer Wednesday #4
Ditto central scrutinizer Wednesday #10
In fact... I might even add-in to our port if we see discount prices in the next few months. WarGamer Wednesday #11
What a strategy: catch a falling knife. . . . . nt Bernardo de La Paz Wednesday #16
I tinker with mine, occasionally - Ms. Toad 23 hrs ago #26
Because everything is normal & normal indicators apply & normal patterns apply? Bernardo de La Paz Wednesday #15
This message was self-deleted by its author BannonsLiver Thursday #22
Agreed. Ms. Toad 23 hrs ago #25
I am currently doing a government money market fund anciano Wednesday #5
I moved a large percent into 3 and 5 year funds with guaranteed 4.5 and 5% respectively in Dec and late Jan. MLAA Wednesday #6
My financial advisor has done pretty much the PoindexterOglethorpe Wednesday #7
I was just talking to people at one account today Meowmee Wednesday #8
Royal Bank Canada and BMO (Bank of Montreal) have Canadian funds available in US dollars, and US operations Bernardo de La Paz Wednesday #17
Yes I know thanks 😁 Meowmee Wednesday #20
If I had that long before retirement I would have stayed invested in stocks, esp dividend paying stocks. beaglelover Wednesday #9
Yup. Ms. Toad 23 hrs ago #27
Smart move. Will be a rough 3-4 months for any Krasnov portfolio. bucolic_frolic Wednesday #12
I moved them into Money Market not long ago. Earthrise Wednesday #13
You're lucky to have a defined pension plan, they mostly did away with those years ago ... cliffside Wednesday #14
Defined Pension Plans are also invested heavily into stocks MichMan Saturday #23
True and probably should have said that professional money managers might have taken a more defensive ... cliffside Saturday #24
I'm not too far from retirement age, so I've got significant exposure to bonds, and I'll tell you... LudwigPastorius Wednesday #18
Been thinking about that as well exboyfil 23 hrs ago #30
Probably a good move. radius777 Wednesday #19
Longer term charts SPX and consolidation periods ... cliffside Thursday #21
4.2% IRA CD CountAllVotes 23 hrs ago #28
My primary IRA was 70% Bond 30% stock exboyfil 23 hrs ago #29
Latest Discussions»General Discussion»I moved my 401K type plan...»Reply #20