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.
Fidelity used to accept ETF orders in dollars with fractional shares only in its mobile app. Now the same functionality is also online.
Ally Bank removed the simple online process for early withdrawal from a CD. Now they make it more difficult and force you to call customer service.
High taxes when you’re working doesn’t mean high taxes when you stop. California may very well be a retiree-friendly low-tax state.
Having both current income and an investment portfolio makes you financially more secure. That’s the smart way to do FIRE.
Most of the 401k/403b/457 and IRA contribution limits will stay the same in 2021. Some of the income limits will increase slightly.
If you get health insurance from ACA, the government sets the percentages of income you are expected to contribute toward a benchmark policy.