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#140765
JB
Participant

I don’t file myself because I have no access to the software required to run the final numbers, either Federal or State.
I also can’t electronically file, or, at least, I’ve not yet come up with a way to do that.
Programs like Turbo Tax are of no use to us.

I can’t get the products I’m looking for at one place.
It’s not even a matter of not wanting to pay transaction fees, it’s a matter of no access possible.
For example, I’m in a lot of funds closed to new investors, but not closed to me if they remain put.
There are cost effective ways to do just about anything, as long as you are willing to put in the leg work, remain diversified, and spread stuff about.

I took your advice and researched Dave Ramsey.
Boy, there’s a lot of negative press out there regarding him!
I’m not going to fill out his form.
Thanks for your response though.