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.
If you get health insurance from ACA, the government sets the percentages of income you are expected to contribute toward a benchmark policy.
Use a charity gift card creatively to donate money to charities while protecting your privacy, with no worries about getting lots of junk mail.
401k and IRA contribution limits are adjusted for both inflation and deflation. If we have bad enough deflation, the limits can go lower.
A detailed walkthrough of all the steps in how to find the current balance and pay off or pay back the SBA COVID-19 EIDL loan early.
California offers premium assistance for ACA health insurance to some residents who don’t qualify for the federal subsidy.
While everyone says get the 401k match, lower income employees end up losing out in a system against them.