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.
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.
Do The Math: HMO/PPO vs High Deductible Plan With HSA
When the premiums between a high deductible and a low deductible health plan are close, the bulk of the savings come from the tax deduction on HSA contributions.
CD vs Bond Fund, Five Years Later
A CD special five years ago beat investing in a bond fund as expected.
Tax Software: Buy Download Or CD, Not Online Service
Although it sounds like more old school, the software you install on your own computer is actually both less expensive and more powerful.
How To Report Backdoor Roth In TurboTax
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.
How to Report Backdoor Roth In FreeTaxUSA
As a low-cost alternative for online tax filing, FreeTaxUSA is able to handle the backdoor Roth. Here’s how.
When Your 529 Plan Should Be In CDs Or A Stable Value Fund
When you child gets close to going to college, consider investing your 529 plan account in CDs or a stable value fund. Only some 529 plans offer them.
Free International Wire Transfer via Fidelity or Vanguard
When you need to do an international wire transfer, do it through Fidelity or Vanguard.