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Posted by Seth on April 23, 2008, 10:59 am
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>My wife went to a local bank on April 15 and opened a $5,000
>traditional IRA, paid with a check dated April 15, was re-assured by
>the consultant that everything would be mailed to the financial
>institution (Alliance Bernstein) in time to claim a deduction for
>2007.
>
>Today we got the check back via FedEx from Alliance Bernstein, with a
>note saying that the mailing was postmarked April 16. This will cost
>us an additional $850 in taxes.
>
>We called the bank consultant and got an apology.
>
>What can we do?
Start by naming the bank, to protect other people.
The more painful it is for them not to do the right thing, the more
likely they are to do the right thing.
Seth
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