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Divorce consideration_and Brokerage vs. 529B ?

离婚补偿_券商账户 vs 529B?

divorce · westst · 2025-02-14 10:19 · 3 帖 · 原文 ↗

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#1 Divorce consideration_and Brokerage vs. 529B ? / 离婚补偿_券商账户 vs 529B?
westst · 2025-02-14 10:19

Hi all, so will try to keep this as brief as possible but there a few factors. I have 2 brokerage accounts based off money I inherited over the past few years, totaling about 660K. I manage one that’s about 390K. I have another that is separate brokerage (more on that in a bit…) for $270K that my father-in-law manages. He is also a CFP. In my 7 months of managing my own account, I have managed about a 16% gain. In his time over 3+ years, that account has 10% gains. Now he is about to join his 3rd company in 3 years which will entail me signing documents, transferring account funds (again) to a new company and their brokerage. (He is in his late 70’s and apparently has willingly or fallen out of favor with hist last 2 companies).

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