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.
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Best HSA Provider for Investing HSA Money
One HSA provider stands out well above others for people who invest the HSA money.
Stay Off the Obamacare ACA Premium Subsidy Cliff
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 […]
How To Buy Treasury Bills With No Fee At Fidelity, Vanguard, Or Schwab
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.
HSA Contribution Limit For Two Plans Or Mid-Year Changes
HSA contribution limit gets more complicated when a married couple are on different health plans or when they change insurance plans during the year.
Do The Math: HMO/PPO vs High Deductible Plan With HSA
When the premiums between a high deductible and a low deductible health plan are close, the bulk of the savings come from the tax deduction on HSA contributions.
2018 2019 2020 HSA Contribution Limits
2017, 2018, and 2019 calendar year HSA contribution limit and HDHP qualification for individual coverage and family coverage. Small changes due to mild inflation.
When Health Insurance Makes Healthcare More Expensive
Health insurance induces more treatments and higher prices. More treatments and higher prices make health insurance more expensive.
2018 2019 2020 Federal Poverty Levels (FPL) For Affordable Care Act (ACA)
The Federal Poverty Levels (FPL) is used to determine the premium subsidy tax credit under the Affordable Care Act. You should know where the cutoff is.
Polepole: Anti-FOMO In Preparing for Retirement
Reject FOMO. Go at your own pace in preparing for retirement.
How To Report Backdoor Roth In H&R Block Software
Step-by-step guide for reporting backdoor Roth using H&R Block tax software.
Authorize A Family Member To Access Your Accounts
Even though you may have signed a broad Durable Power of Attorney, financial institutions often have their own process to give access to another person.