KT
👤 SpeakerAppearances Over Time
Podcast Appearances
I married a tax, I don't know what.
Oh my goodness.
So who's right?
Paying the IRS versus investing.
We have the money sitting in a Fidelity account earning about 3.5% interest.
My husband and the financial advisor say, just leave the money invested and pay the IRS when it's due.
Okay.
I hate, the wife says, I hate owing money, especially to the IRS.
I want to just pay it off now and be done with it.
Who's right?
Should we hold onto the cash and earn interest or pay the IRS immediately?
And be happy.
All right.
This is my last question.
Missing trust documents.
This one, this is really important.
Everyone listen carefully.
So we get a question that said my mom passed away and had a revocable living trust.
The only document we can find is a copy of the trust.
And my brother says it's all we need.