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Reply to "How Many With $1Million+ Manage Own Money/File own Taxes"
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[quote=Anonymous]We are 50 years old and have about $2M in assets. I (the wife) manage all of our investments and do our taxes using Turbotax. Right now we only have one piece of property (our residence), one W-2 job and a small home business, but in the past we've had to file in two states, had an investment condo in another state, a rental house, and had to sell another property we owned. It takes time, but the knowledge and insight I gain managing our own investments is very helpful in future planning. I do have an undergrad degree in finance and am good at math. :-)[/quote]
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