Monday, March 19, 2012

Tax time rant

Just a little rant about the Think or Swim to TD Ameritrade to Sharebuilder transfer

EDIT: At the time this blog entry was posted I had a Youtube video here. That has been removed but I want the rest of my content to be remain. Nothing hidden no past mistakes ignored. All out in the open.

The best part of this so far is that Penson/Think or Swim didnt pass on my purchases to TD Ameritrade so my cost basis and purchase dates of the purchase are not on the same forms. Basically it means twice the work.

Disclaimer: The investments and trades in my videos and blog entries are not recommendations for others. I am not a financial planner, financial advisor, accountant, or tax adviser. The financial actions I talk about are for my own portfolio and money and only suited for my own risk tolerance, strategy, and ideas. Copying another person's financial moves can lead to large losses. Each person needs to do their due diligence in researching and planning their own actions in the financial markets.

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