Hmmm...
$800,000 at a 0.40% AUM fee is $3,200 per year in fees paid, so you can get a $3,000 per year reduction in your taxable income which could actually save you $1,500 per year if your marginal tax rate is 50%.
I'd pass. If you want to TLH, learn to do it yourself. It's not that difficult.
Regards,
$800,000 at a 0.40% AUM fee is $3,200 per year in fees paid, so you can get a $3,000 per year reduction in your taxable income which could actually save you $1,500 per year if your marginal tax rate is 50%.
I'd pass. If you want to TLH, learn to do it yourself. It's not that difficult.
Regards,
Statistics: Posted by retired@50 — Wed Dec 13, 2023 11:17 pm — Replies 1 — Views 87