Follow these detailed step-by-step instructions with clear explanation and many screenshots when you report your Backdoor Roth in TurboTax.
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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 Report Backdoor Roth In TurboTax: A Walkthrough
Follow these detailed step-by-step instructions with clear explanation and many screenshots when you report your Backdoor Roth in TurboTax.
Stop Tax Return Fraud: Sign Up for the IRS IP PIN Program
The IRS opened the Identity Protection PIN program to everyone. Sign up to stop someone from filing a fraudulent tax return in your name.
Overpay Your Taxes to Buy I Bonds for a Better Yield Than TIPS
I Bonds offer a better yield to small investors than TIPS. After you max out your annual limit, you can buy another $5,000 by overpaying your taxes.
2021 $300 Charity Deduction For Non-Itemizers $600 Married
Congress passed a new stimulus bill before the Christmas weekend. Although President Trump wanted to raise the second stimulus check from $600 per person to $2,000 per person, he still signed the bill into law. Unlike the previous stimulus law — the CARES Act — this new law doesn’t have a catchy name. The law […]
See Your Social Security Benefits Estimate In an Interactive Chart
Social Security Administration added an interactive chart in the online account but a third-party tool still does a much better job.
529 Plan For High School Seniors and Students Already in College
When you child gets close to going to college, consider investing your 529 plan account in CDs or a stable value fund. Only some 529 plans offer them.