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<blockquote data-quote="db-2" data-source="post: 384578" data-attributes="member: 4743"><p>That is easy to understand woodduck but that was up to him and after watching it go down every month for all those years i decided to move the funds to my own investment accounts.</p><p></p><p>Stop the bleeding and now it will begin to return 5 some %. In a few years i will be even again. Maybe some kind of tax break with losing those funds. Not sure on that. Was not willing to let him keep those funds.</p><p>Unless me and the wife end up with high medical bills and a nursing home, we should die with cash to be split amount the kids. So, all ok. </p><p></p><p>Not the first time i have lost monies by trusting someone. db</p></blockquote><p></p>
[QUOTE="db-2, post: 384578, member: 4743"] That is easy to understand woodduck but that was up to him and after watching it go down every month for all those years i decided to move the funds to my own investment accounts. Stop the bleeding and now it will begin to return 5 some %. In a few years i will be even again. Maybe some kind of tax break with losing those funds. Not sure on that. Was not willing to let him keep those funds. Unless me and the wife end up with high medical bills and a nursing home, we should die with cash to be split amount the kids. So, all ok. Not the first time i have lost monies by trusting someone. db [/QUOTE]
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