Treasuries pay a higher yield and are easier to buy than CDs right now. Here’s how to buy them without fee at Fidelity, Vanguard, and Charles Schwab.
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Treat TreasuryDirect as a delicate object. Do as little as possible with it. Stay on the beaten path. Be extra careful not to get your account locked.
You pay higher Medicare Part B and Part D premiums if your income exceeds certain thresholds. Here are the IRMAA income brackets for 2022 2023, and 2024.
Some ways of transferring money are better than others. Learn these lessons from a botched money transfer and use a better method when you do it next time.
TreasuryDirect normally doesn’t withhold taxes from the proceeds when you sell I Bonds. If you prefer to have taxes withheld, here’s how to do it.
Buying Treasuries can complicate your taxes depending on which ones you buy and how you buy them. See how to keep it simple and avoid tax headaches.
Bank of America Travel Rewards credit card pays 2.625% rewards on everything with no caps when you hold $100k worth of investments at Merrill Edge.
Detailed record-keeping is no long required when you withdraw from a Roth IRA after age 59-1/2. See a walkthrough in TurboTax and H&R Block tax software.
The tax brackets, standard deduction, and the capital gains tax cutoff point for single and married filing jointly filing statuses will go up in 2023.
You must pay back some of the ACA health insurance subsidy when your income is higher than estimated. See when you may benefit from the repayment cap.
Fidelity’s debit card may include a 1% foreign transaction fee in the amount charged. I tested whether this fee applies to international ATM withdrawals.