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Reply to "Do you use a “wealth manager” or DIY?"
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[quote=Anonymous][quote=Anonymous]My parents DIYed and we continued DIYing for them once they could not do it themselves. My brother and I did a great job with the investments but in retrospect we made some sub-optimal decisions from a tax perspective that will cost us about $400K on a $6M estate. I will likely defer to experts once I retire for this reason. it just gets tricky!!!![/quote] Can you say more about what happened? Was it RMD stuff? Have a friend dealing with that related to an inherited IRA, it's a bit of a mess to deal with, although the amounts are much smaller- $250k.[/quote]
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