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OT: Financial Wizards Needed.

PostPosted: Fri Jul 20, 2007 3:43 pm
by Dan Chambers
Hi all. Monica and I need a little information/advice. We are in the process of buying a house (offer was conditionally accepted today) and need a little financial information/advice.

To avoid a Jumbo loan we're looking into selling some (historically dead-moving) stock for the down payment. We need advice on what the selling of the stock will reflect on our total 2007 income/assets for next year's tax filings. (We're trying to avoid getting bumped hard by the AMT.)

If you have any ideas/advice, please feel free to PM me, or email one of us with your ideas/thoughts/information.

DanC@ChambersEnvironmental.ORG

GoPlayAustralia@Hotmail.com

Also, we'll be at the DE tomorrow, so if you'd like to share any info/thoughts/sage experiences, please feel free to stop by the pits of Team Ballast Point (black 911SC). We'd be happy to have you visit and expound on your experiences. 8)

Thanks in advance. :wink: