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.
I went to the local Fidelity branch a couple of weeks ago to give them a filled out form for a free international wire transfer. I saw other clients being greeted and led into the offices in the back. When I asked what other services they offered at the branch, the representative told me they […]
A double-digit increase in the annual health insurance premium is no longer news. It will be my third year on ACA health insurance in 2020. I just received the renewal documents from my HMO. The full premium before any tax credit for my plan will increase by 9% while the deductible will increase from $6,000 […]
Starting in 2020, California will offer premium assistance for ACA health insurance to some residents who don’t qualify for the federal subsidy today.
Income brackets for Medicare Part B and Part D surcharges will go up in 2020.
Whichever learning style suits you, learning more about taxes will help you save money in the long run.
A 30-year loan has lower monthly payments than a 15-year loan. See why investing the difference in monthly payments doesn’t pay off for a long time.