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.
When using a credit card or debit card outside the U.S., always choose to transact in the local currency and reject the U.S. dollar amount.
Surprisingly it can cost more to cover just one person on ACA health insurance than covering two people.
Your existing equipment may already support setting up a VPN at home, all for free. Try it before you use a third-party for VPN.
Charles Schwab and Fidelity made it really fast and easy to rollover a 401k to an IRA. The whole process completed in only two days.
In light of $0 commissions, you get the best of both worlds when you choose who manages your investments and who manages your accounts separately.
Fidelity’s retirement analysis tool is useful for educational purposes but it leaves too many things to trial-and-error. It also doesn’t optimize for taxes.