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.
Fidelity Retirement Calculator Review
I went to the local Fidelity branch a couple of weeks ago to give them a filled out form for a free international wire transfer. I saw other clients being greeted and led into the offices in the back. When I asked what other services they offered at the branch, the representative told me they […]
When ACA Tax Credit Makes Your Premium Nearly Double Or Go To Zero
A double-digit increase in the annual health insurance premium is no longer news. It will be my third year on ACA health insurance in 2020. I just received the renewal documents from my HMO. The full premium before any tax credit for my plan will increase by 9% while the deductible will increase from $6,000 […]
2020 California ACA Health Insurance Premium Subsidy
Starting in 2020, California will offer premium assistance for ACA health insurance to some residents who don’t qualify for the federal subsidy today.
2019 2020 Medicare Part B Part D IRMAA Premium Brackets
Income brackets for Medicare Part B and Part D surcharges will go up in 2020.
Learn More About Taxes: Online Courses, Classroom, Books
Whichever learning style suits you, learning more about taxes will help you save money in the long run.
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.