w*s
发帖数: 7227 | 1 08年大亏，vanguard给我报了1大堆captial gain，我争了半天他们也没讲出道道来。
401k往fidelity IRA转，有一笔他们弄错了，我追了2周还没来。
妈的，都是些什么吸血公司。 | s*****n
发帖数: 2174 | 2 90% is your own problem, instead of Fid or Van's.
You lost money during 08, but had realized capital gain, that is very common.
You didn't manage your account smartly, there is nothing wrong with the
brokers.
【在 w*s 的大作中提到】
: 08年大亏，vanguard给我报了1大堆captial gain，我争了半天他们也没讲出道道来。
: 401k往fidelity IRA转，有一笔他们弄错了，我追了2周还没来。
: 妈的，都是些什么吸血公司。
| m***r
发帖数: 680 | 3 could you introduce some general bullet points/guidlines about manage
account smartly?
The difference is only between realized gain/realized loss, right? How to
play it smartly?
~~~~~~~~~~~~~~~~~~~~~~~~~~if it's not a realized loss, managing acct
smartly or not matters? still cannot be counted toward tax deduction ba..
common.
【在 s*****n 的大作中提到】
: 90% is your own problem, instead of Fid or Van's.
: You lost money during 08, but had realized capital gain, that is very common.
: You didn't manage your account smartly, there is nothing wrong with the
: brokers.
| s********z
发帖数: 5411 | 4 these two are the best two out there.
【在 w*s 的大作中提到】
: 08年大亏，vanguard给我报了1大堆captial gain，我争了半天他们也没讲出道道来。
: 401k往fidelity IRA转，有一笔他们弄错了，我追了2周还没来。
: 妈的，都是些什么吸血公司。
| w*s
发帖数: 7227 | 5 u idiot, Van's customer service said it is from their accounting,
then refused to tell me how they calculated it.
common.
【在 s*****n 的大作中提到】
: 90% is your own problem, instead of Fid or Van's.
: You lost money during 08, but had realized capital gain, that is very common.
: You didn't manage your account smartly, there is nothing wrong with the
: brokers.
| s****c
发帖数: 299 | 6 如果是你的交易，你可以从交易记录里对。如果是从基金里出来的，你就查基金的报表
，会告诉你有多少股息多少capital gain.我不觉得他们会给你变出来。 | S**C
发帖数: 2964 | 7 Sell your loser(s) at the year end to realize loss, and bought something
similar, but not identical, back if you do not intend to change your AA or
raise cash.
【在 m***r 的大作中提到】
: could you introduce some general bullet points/guidlines about manage
: account smartly?
: The difference is only between realized gain/realized loss, right? How to
: play it smartly?
:
: ~~~~~~~~~~~~~~~~~~~~~~~~~~if it's not a realized loss, managing acct
: smartly or not matters? still cannot be counted toward tax deduction ba..
: common.
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