Did you receive a 5071C Identity Verification letter from the IRS?

To contact them directly to verify yourself -

Call 877-777-4778
Or
Go to website
https://www.irs.gov/identity-theft-fraud-scams/identity-and-tax-return-verification-service

You will need your current tax return when verifying.

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Taxes / Planning / Beneficial Ownership Information(BOI)

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Now that summer is here it is the perfect time of year to do a mid-year check up on your withholdings to make sure there is no suprises in your refund or balance due!

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High yield savings and CD rates as of 7/09/2024

Savings accounts (these have no specific term....can change yield anytime they want)
5.3% FORBRIGHT
5.25  JENURS
4.60  SOFI

C.D.'S  (You are committed to term...and they are committed to yield...)
3.75% 5 YEAR CD BAINBRIDGE
5%   1 YEAR CD. BAINBRIDGE
4.8% BMO 5 YEAR CD.
*CD rates Change Daily