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.
How To Rollover an HSA On Your Own and Avoid Trustee Transfer Fee
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 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.
How To Pay Off Or Pay Back SBA COVID-19 EIDL Loan Early
Here’s how to find the current balance and pay off the SBA COVID-19 EIDL loan early when you don’t have any statement or payment voucher from the SBA.
2021 California ACA Health Insurance Premium Subsidy
California offers premium assistance for ACA health insurance to some residents who don’t qualify for the federal subsidy.
Who’s Leaving 401k Match On the Table?
While everyone says get the 401k match, lower income employees end up losing out in a system against them.
2020 2021 Medicare Part B Part D IRMAA Premium Brackets
Income brackets for Medicare Part B and Part D surcharges will go up in 2020.
2019 2020 2021 Federal Poverty Levels (FPL) For ACA Health Insurance
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.
How To Monitor Incoming Mail to Your PO Box
The USPS Informed Delivery service also works for a PO Box, only slightly different than for a residential address.