Many users are confused when they try to report their Backdoor Roth in TurboTax. This article gives detailed step-by-step instructions with many screenshots.
One HSA provider stands out well above others for people who invest the HSA money.
Now that I left my job, I’m buying health insurance on the exchange under the Affordable Care Act (ACA). Before ACA, getting health care coverage is one of the biggest challenges for becoming self-employed. Forget about the cost; just getting a policy is a challenge by itself. ACA changed all that. Now self-employed people can buy health […]
Treasury bills have become more competitive and more convenient than CDs. Here’s how to buy them with no fee whatsoever at Fidelity, Vanguard, or Schwab.
If you don’t like the HSA your employer chose for you, you can rollover the money to a provider you like for better investment options.
HSA contribution limit gets more complicated when a married couple are on different health plans or when they change insurance plans during the year.
The USPS Informed Delivery service also works for a PO Box, only slightly different than for a residential address.
Not happy with the large banks over how they handled your small business accounts? Here’s how you can find a small local bank for better service.
Having X years of spending in cash and bonds and withdrawing only from cash and bonds in a bear market isn’t any better, and it can be worse.
CARES Act created loan programs for the self-employed. Get your loan applications in. Worry about loan forgiveness later.
Banks and credit unions haven’t fully adjusted to the new normal in the bond market. If you act fast, you can still get the good rates from months before.
I was interviewed by Dr. Jim Dahle on his White Coat Investor podcast. It’s my only appearance in audio anywhere.