Jake writes: If he is investing for the long term and focusing on dividends, should I invest into one REIT and continue to reinvest dividends until I retire?
This just one of the questions we tackle on today’s show.
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We also hear from Janelle, who has had a mutual fund IRA for 10 years and has grown by $3,000. However, she is considering moving it to another brokerage account due to the $96 fees she is paying.
JD asks about incentive stock options. ISOs are on a 4-year monthly investing schedule and have passed the cliff date. This means I am able to exercise over a quarter of the outstanding shares. It’s possible I could be subject to AMT (alternative minimum tax).
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Today’s Panelists
Doug Goldstein | Goldstein on Gelt
Miranda Marquit | Planting Money Seeds
Linda P. Jones | Be Wealthy and Smart
Joe Saul-Sehy | Stacking Benjamins
For a quick bio of each of our show participants, head on over to our panelists page.
Send us your questions for a future Listener Letters episode
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