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Transfer Brokered CDs To Another Brokerage To Get Bonus?
May seem like a dumb question, but with the drama at Schwab I might want to transfer accounts. Anybody done this, does it work for the bonuses?... read more
HSA Transfer
Does anyone know the rule for taking some of my employer sponsored HSA money which pays next to nothing at Optum bank and moving it to a bank or credit union into a HSA cd which pa... read more
Adding Beneficiaries To Increase FDIC Insurance Coverage
I recently opened a new bank account in my name. Once the account was opened, I added two beneficiaries. Did my maximum FDIC coverage automatically increase to $500K or do I need t... read more
Owner Category Of Brokered Cds And Max FDIC Coverage
According to CD Disclosure from Fidelity:
"The CDs of any one Issuer that you may purchase will be eligible for FDIC insurance up to $250,000 (including principal and accrued inte... read more
Traditional IRA Trustee-To-Trustee Transfer
I plan to do my first traditional IRA trustee-to-trustee funds transfer in the near future. The new CU trustee will accept the funds for the IRA CD account as a wire transfer. If t... read more
Buying Credit Union Brokered Cds
I want to buy several Credit Unions CDs but I want to get them through my Broker. My problems are:
I don't know which Credit Unions offer Brokered CDs
I don't know which Brokers ... read more
Accrued Interest And Taxes
I bought a treasury from a broker and paid accrued interest on it.
Can I deduct that on my taxes? Thank you!... read more
Five Year CD. Jumbo. Where To Place?
Hello:
I now have 100k to open a CD.
I would like to lock in a rate for as close to 5 years as possible.
It appears that the GTE CU may be my best alternative.
4.70% rate 4.80 APY... read more
How Do I Pick Issuers In Brokered CD?
Hi,
I am looking at CDs section in Fidelity, here I can see various issuers (like KEARNY BANK, OLD NATIONAL BANK, FIRSTBANK PUERTO RICO, WEBSTER BANK, N.A., TRUST BANK, etc.)).
My ... read more
Sort Banks By Rating
Is there a way to sort banks by rating like highest to lowest along with the APY ? I couldn't find a way to do that and didn't want to scroll thru 1600+ entries.... read more
FDIC And NCUA Insurance.
Have never gone through a bank closing.
People on this blog has mentioned that they had to wait for some of their money.
I have ready where people have over the insurance limit... read more
Traditional IRA To Roth Conversion At 65
I am curious to see your thoughts on converting a Traditional Ira to a Roth at the age of 65. I have listened to both sides of the coin but I would like to hear the opinions from t... read more
Anybody Heard Anything Why NASB Bank Trading Was Halted?.
Tuesday NASB (North American Savings Bank) was up $2.50 to $34.99 at the close of the trading day. Tuesday was a good day for most banks. Then yesterday on Wednesday morning the st... read more
Question About New Account At UFB Direct
I opened an account there but have never funded it. They say you have 60 days to do so. I'm looking at it again and can't figure out how to set up an external link using option #2,... read more
Rate Pause?
I'm see a lot of articles prediction the FED to pause on the rare increases because of the banking problems. Any thoughts?... read more
OLD Data Used In Bank Health Rating
The data on this site, used for bank ratings, is old in my opinion and not very useful given current turmoil. But when I drill down to a bank's health and Capitalization, the data ... read more
3.75 Rate Cd Maturing May 2, 2024
Hi. Half of my money is invested at the credit union Advantis, in a 5 year cd which Matures April 2, 2025. It is earning 0.0375 , so of course I have been happy with it. It is insu... read more
Is All In CU Chexsystems Sensitive?
Does anyone know if "All in CU" pulls ChexSystems report? Are they ChexSystems sensitive?... read more
Customer Bank Max Savings
If I sign up for maxmysavings.com, when I go to open a Customer Bank Max Savings account, does it do a ChexSystems inquiry?
Also, what do I need to do to make sure I don't get cha... read more
EARLY WITHDRAWAL PENALTY
Is there a current post or chart showing the EWP for various financial institutions?
I saw the post from 2016 that was updated in 2019 but haven't found anything more recent.
I am... read more