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.
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.
IRA Partial Transfer from Broker to Credit Union for CDs
Transferring part of an IRA from a broker to a credit union for a CD is easier than you think. My transfer completed in a little over a week.
Fidelity Accepts ETF Orders in Dollars with Fractional Shares
Fidelity supports placing orders for ETFs in dollars in its mobile app now. Online interface and automatic investing should be next.
2019 2020 2021 HSA Contribution Limits
2017, 2018, and 2019 calendar year HSA contribution limit and HDHP qualification for individual coverage and family coverage. Small changes due to mild inflation.
While On International Travel, Always Transact In Local Currency
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.