| Recent Answers from Tad Borek |
 |
2009-05-26 Looking for Delta stock: Dave, that's a tough one to track down. My best suggestion is to check with the unclaimed-property authority in the state where your mother lives. If there was a brokerage account that was abandoned, it...
|
2009-05-10 bankruptcy: Dan, in nearly all bankruptcies the original stock is canceled as part of the final bankruptcy order, so it is worthless. New shares are created and given out to creditors. Once the bankruptcy is final...
|
2009-03-31 gains on stock: Rod, sorry for a slow reply - tax season. You need to confirm this for each merger/acquisition (website of the acquiring company is a good source) but typically, this type of transaction is mostly tax-free...
|
2009-03-30 Selling stock as a custodian: Hi Adrianne- This question can get complicated but I'll try to point you in the right direction. Generally the custodian of a minor's account has the power to make changes in the investments, as long...
|
2009-02-18 Wash Sales: Ron, this sounds like a tax exam question! Did you really do these purchases? Regardless here's how to look at the wash sale rule...it requires that you obtain "replacement shares" during the 30 days before/after...
|
| More Answers for "General Stock Investment Strategies" |