From one of our members, an experienced, high net-worth person:
“My friend Milan Somborac has asked me to write about a recent problem that I had with my investments. I am doing so with the caveat that my method is not the one followed in the MMM program. I employ two investment managers and I manage a portfolio on my own, and in that portfolio I own individual companies, as well as ETFs.
“On the Memorial Day (US) weekend I learned that I may be facing an unexpected tax levy of $500,000 as a result of some transactions that I was unaware would result in these charges.YOU NEED TO LOGIN TO VIEW THE REST OF THE CONTENT OR LEAVE A COMMENT. Please Login. Not a Member? You can now sign up for $12 for a one-year membership. Join Us