Recent content by Ally6770

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    Brokered CD Advice / Making a mistake

    Many banks and credit unions have changed their disclosures and some will no longer let you close them early. Some will not even let you take out a small portion of your CD if needed in an emergency. All plans work until they no long do. They can clawback on the rules with new disclosures. Read...
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    Brokered CD Advice / Making a mistake

    I use www.deposit accounts.com. I read Ken's blogs every day and also read the latest posts on the forums. Like this site you can start or reply to a posting. It has the highest rate CD's, IRA's, Reward checking accounts etc. You can used the light blue box to put in banks and credit unions, and...
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    Turbotax filing delays

    I used Turbo Tax Deluxe and form 8660 for a Roth conversion with a basis. I have my state refund and the federal refund has been mailed as of yesterday. I forgot to DD the federal one. I think the update for form 8606 might have to do with any mutual funds investment maybe? My state was rejected...
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