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04-06-2024, 01:17 PM
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Sage
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Join Date: Aug 2009
Location: NJ, NM, SC, PA, DC, MD, VA, NY, CA, ID and finally FL.
Posts: 7,850
Thanks: 14,293
Thanked 5,090 Times in 1,947 Posts
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Quote:
Originally Posted by ElDiabloJoe
Cognitively she is pretty sharp. Mid-90's and has not only a low 5-digit monthly pension income, but also paid lifetime medical insurance AND a long term care insurance policy.
I appreciate the information about the basis step ups, that would be very important. She has promised she would speak with her CPA. I envy her position, but glad I don't have to make her decisions.
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She is exceptionally fortunate in many ways. I am happy for her.
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"No one is more hated than he who speaks the truth." Plato
“To argue with a person who has renounced the use of reason is like administering medicine to the dead.” Thomas Paine
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