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    Accredited Investor- Any Advantages? How Do I Register As One?

    My experience with crowdfunding sites that are open to accredited investors is that they don't ask to see your Vanguard statements or anything-- they just ask you to self-certify which category you fall in that makes you an accredited investor.
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    Tax return fraud

    Went through this, too, a couple of years ago. I e-filed in February, and someone filed a fraudulent paper 1040EZ while my refund was processing, which froze everything up. Took until November to clear. In my case, the fraudsters had an old address (about ten years old) and my name and social. I...
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    accounting for taxes when planning retirement expenses

    I'm 36 and got a late start in my retirement savings due to bad choices (financing lifestyle inflation with credit cards) -- but I guess I'm stubborn and had to dig a hole for myself to appreciate how nice it is to not be in one. Due to a work-related windfall (combined with failure to save in...
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    problems with I-Bonds purchased through IRS Tax Return

    I filed in mid-February and still don't have my I-Bonds. I definitely had an expectation that I was going to get the 3.06% rate, but three months later their website says that my return is still being processed (with no estimated date any more, that disappeared long ago). At this point I figure...
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