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.
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).
Our show sponsors
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About our sponsor, BUZZ Index
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