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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Paul T Springer who wrote (8009)	10/10/1999 3:23:00 PM
From: voop	Read Replies (1) \| Respond to of 54805

You can set the trust up and designate the age up to 35, unless you get an Alaskan perpetuity trust in which the assets can remain for a lifetime free from creditors Voop

To: Paul T Springer who wrote (8009)	10/10/1999 9:42:00 PM
From: William	Read Replies (1) \| Respond to of 54805

...mutual funds from long ago. I'm reluctant to incur taxes on selling these... Paul - Do the math. Don't let paying some tax keep you from making some real money. If you were to sell the funds, pay the tax, and invest the remainder in Q and look at the total return x years out chances are high that you would be better off. Say for example I have $2000 in my fund. I sell it and pay combined federal/state tax 50%. I invest the $1000 remaining in Q growing at obscene percent per year, compared to $2000 growing at oldfundreturn percent per year for say 5 years, what do the numbers say. Well if obscene equals say 90% and oldfundreturn is say 20% after 5 years I have $24,760.99 vs $4,976.64 Pick your own numbers and see what happens. Good investing. William