We got free Turbo tax last year. We moved DH Netbenefits 401k held at Fidelity to an Ira account at Fidelity, slightly over 2 mil.
We have a CMA, DH IRA, small ROTH IRA, and his HSA. I have HSA account and started Grandchildren 529 accounts 5 years ago. We have bought CD’s this year and a bond...