Search found 11 matches

by deadlee
Wed Jun 14, 2017 3:52 am
Forum: Personal Finance (Not Investing)
Topic: Dealership rejecting rebate after contract signed
Replies: 118
Views: 15942

Re: Dealership rejecting rebate after contract signed

Hello bh world Sorry for the delay in updating. After attempting a couple of more times to talk with the sales guy to understand my options, I was annoyed by his flippant responses, and when he ended a conversation with "I will see how my gm wants to discuss other avenues of getting the car back" or...
by deadlee
Tue May 09, 2017 10:44 pm
Forum: Personal Finance (Not Investing)
Topic: Dealership rejecting rebate after contract signed
Replies: 118
Views: 15942

Re: Dealership rejecting rebate after contract signed

We're in CA, so the temporary tags are good for 90 days.

Glad I don't have to worry about that because the rest of this has been a total PITA!
by deadlee
Tue May 09, 2017 9:50 pm
Forum: Personal Finance (Not Investing)
Topic: Dealership rejecting rebate after contract signed
Replies: 118
Views: 15942

Re: Dealership rejecting rebate after contract signed

Hello BH world. Update since my last post. I called up tfs to discuss the issue - the tfs rep sounded annoyed that the dealership had asked me to call directly since they are responsible for the communications...in any case sounded like she needed additional documentation like transcripts to validat...
by deadlee
Sat Apr 15, 2017 3:52 pm
Forum: Personal Finance (Not Investing)
Topic: Dealership rejecting rebate after contract signed
Replies: 118
Views: 15942

Re: Dealership rejecting rebate after contract signed

- i don't anticipate having to unwind the deal / hopefully this can be resolved in other ways. We paid $0 cap cost down for the lease, just the min drive off (first month, registration & licensing, acquisition fee) + multiple security deposits (fully refundable at lease-end). That part seems go...
by deadlee
Sat Apr 15, 2017 3:49 pm
Forum: Personal Finance (Not Investing)
Topic: Dealership rejecting rebate after contract signed
Replies: 118
Views: 15942

Re: Dealership rejecting rebate after contract signed

...the issue seems to be with the type of program (post-doc 4 year residency) that we were given to believe will qualify for the rebate. It sounds like you discussed the nature of your wife's degree with the dealer during the negotiation process, if in fact you were "given to believe it would ...
by deadlee
Sat Apr 15, 2017 2:23 pm
Forum: Personal Finance (Not Investing)
Topic: Dealership rejecting rebate after contract signed
Replies: 118
Views: 15942

Re: Dealership rejecting rebate after contract signed

- i don't anticipate having to unwind the deal / hopefully this can be resolved in other ways. We paid $0 cap cost down for the lease, just the min drive off (first month, registration & licensing, acquisition fee) + multiple security deposits (fully refundable at lease-end). That part seems go...
by deadlee
Sat Apr 15, 2017 2:10 pm
Forum: Personal Finance (Not Investing)
Topic: Dealership rejecting rebate after contract signed
Replies: 118
Views: 15942

Re: Dealership rejecting rebate after contract signed

Thank all for for the responses, really appreciated! I was away for the past day which is why I couldn't update this post - no Hit and Run here the issue seems to be with the type of program (post-doc 4 year residency) that we were given to believe will qualify for the rebate. Its a matter of clarif...
by deadlee
Fri Apr 14, 2017 12:41 am
Forum: Personal Finance (Not Investing)
Topic: Dealership rejecting rebate after contract signed
Replies: 118
Views: 15942

Dealership rejecting rebate after contract signed

Hello BH community, We recently purchased a new vehicle (very un-BH of us, but it was my wife's first car since the one she bought in high school) - leased it actually, and used a "college grad rebate" for $1k off the selling price. Today, 14 days after the purchase, the salesguy sent me a...
by deadlee
Tue Feb 28, 2017 3:05 am
Forum: Personal Finance (Not Investing)
Topic: Bank of America/Merrill Edge - Preferred Rewards
Replies: 378
Views: 70519

Re: Bank of America/Merrill Edge - Preferred Rewards

I spoke with the Merrill Edge representative. The $1000 promotion is now off, but an almost equivalent option exists if you are already a BoA checking account holder. 50% bonus on top of the 'advertised' promotion - ie $600 for $200k, + an additional 50% bonus, for a total of $900. Hope this helps t...
by deadlee
Tue Feb 14, 2017 1:49 am
Forum: Personal Finance (Not Investing)
Topic: Backdoor Roth Strategery
Replies: 6
Views: 994

Re: Backdoor Roth Strategery

Thanks guys - much appreciate the confirmation. great point JW about allowing for enough time to rollover into the current 401k before year-end - will definitely vet that before moving forward. Also, I had pre-registered for the ME1000, but getting in touch with the ME agent again to make sure those...
by deadlee
Mon Feb 13, 2017 1:04 am
Forum: Personal Finance (Not Investing)
Topic: Backdoor Roth Strategery
Replies: 6
Views: 994

Backdoor Roth Strategery

Hello all, Long time reader, first time poster! I am planning on signing up for Merrill Edge Preferred Rewards, and wanted to get your advice on my strategy: 1) Roll over my Roth IRA from another brokerage (~$100k) 2) Roll over my 401k from a former employer (~$100k) into a tIRA and a Roth IRA (abou...