Where is my 2008 Tax Refund?

Check the status of your Federal Refund with the IRS’ “Where’s my Refund” I had previously discussed meeting with my accountant, why I wasn’t a huge fan of my account and receiving the news of my New York & Federal income tax refund.  Well its been a while, or at least it feels like a

Setting up a Roth IRA – 4 Easy Steps (part 2)

Setting up a Roth IRA – 4 Easy Steps (part 2)

This is a continuation of my post titled, Setting up a Roth IRA – 4 Easy Steps (part 1) – Outlining (in 4 easy steps) the creation of my brother’s Roth IRA. Parts 1 and 2 discussed the WHY, now we are going to discuss the how. Step 3 – Picking a Brokerage Site If you ever read my About

Setting up a Roth IRA – 4 Easy Steps (part 1)

Setting up a Roth IRA – 4 Easy Steps (part 1)

I haven’t really talked about my investments yet because I am focused on debt reduction right now…that will hopefully change soon.  Notwithstanding my situation, my younger brother had asked me to set up his “retirement account(s).”  He would go crazy if he knew I was writing what I did for him online, but lucky for me