Another month, another update. A few random comments. Good Reads/Listens/Watches The Finance Buff on protecting investment accounts from ACATS transfer theft (link). If I were not currently chasing $7k/year of brokerage bonuses, I’d have 100% of our brokerage accounts at Fidelity with lockdown enabled. Hopefully other brokerages follow suit and enable this functionality. Life ... Read more| Frugal Professor
Calculate how much of the fund and ETF dividends are from Treasuries and exempt from state taxes. Enter the amount into TurboTax, H&R Block, or FreeTaxUSA.| The Finance Buff
Check deposits and ACH pulls increase the chances to get your account restricted.| The Finance Buff
This article contains details specific to United States (US) investors. For non-US investors, acting on fund or ETF suggestions in it may have harmful US tax consequences.| www.bogleheads.org
Securing America's Borders| U.S. Customs and Border Protection