Jill on Money with Jill Schlesinger cover image

Is Now the Time for an Annuity?

Jill on Money with Jill Schlesinger

00:00

How to Diversify the Bank of America Stock?

Wife has wealthy grandparents, which are often my favorite types of grandparents. They establish a trust for her and the four kids. She's got two million dollars of bank of america' stock in her trust. Mark: Shall we sell some of the bank of America to diversified despite capital gain penalty? We're planning to retire soon so why not take advantage of free grandparent match? He's 95 and won't live much longer. What do you think mark, should be leverage poppies a match?

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