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.
Effectiveness of “Borrow 30-Year and Invest The Difference”
A 30-year loan has lower monthly payments than a 15-year loan. See why investing the difference in monthly payments doesn’t pay off for a long time.
Stop Tax Return Fraud: Sign Up For IRS IP PIN Program
Residents in 9 states and Washington DC can sign up for the IRS IP PIN program to stop someone from filing a fraudulent tax return in their name.
Add-On CD As A Hedge For Lower Interest Rates
Taking out an add-on CD with a minimum deposit hedges the possibility that interest rates will go down.
2019 2020 ACA Health Insurance Premium Tax Credit Percentages
If you get health insurance from ACA, the government sets the percentages of income you are expected to contribute toward a benchmark policy.
2019 2020 401k 403b IRA Contribution Limits
The 401k/403b/457 contribution limits will increase in 2020. The IRA contribution limits will stay the same.
My Credit Score Dropped This Much After I Paid Off My Mortgage
Paying off your mortgage can make your credit score drop, but maybe that’s OK.