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 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.
How To Find a Small Local Bank for Your Business
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.
Is It Better to Withdraw Only from Cash and Bonds in a Bear Market?
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.
COVID-19 Loans for Self-Employed: Where to Apply
CARES Act created loan programs for the self-employed. Get your loan applications in. Worry about loan forgiveness later.
Lock In Good CD Rates Before They Disappear
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.
My Interview on White Coat Investor Podcast
I was interviewed by Dr. Jim Dahle on his White Coat Investor podcast. It’s my only appearance in audio anywhere.