If you have large accounts with Fidelity, Schwab, TD Ameritrade, E*Trade, or Merrill Edge, you may be able to borrow at a very low interest rate.
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401k/403b/457 contribution limits will go up in 2022. Traditional and Roth IRA contribution limits will stay in the same.
You pay higher Medicare Part B and Part D premiums if your income exceeds certain thresholds. Here are the IRMAA income brackets for 2021 and 2022.
Congress is considering banning backdoor Roth and mega backdoor Roth. Do these to catch the last opportunity before the end of 2021.
Some of the old rules for buying versus renting when you’re relocating are either outdated or don’t apply to everyone. Here are some new rules.
It’s easy to create a simple revocable living trust with DIY legal books and software. You can buy additional $10,000 in I Bonds per year for each trust.
Series I savings bonds (I Bonds) are the bonds you can buy at the moment. Follow this guide for a complete walkthrough from start to finish.
Use this calculator to see the marginal tax rate on Roth conversions and long-term capital gains when you also receive a subsidy on ACA health insurance.
Don’t jump through hoops to opt out of the 2021 Advance Child Tax Credit. You may miss out on tax benefits if you do. Do nothing and accept the money.
You can buy more I Bonds at TreasuryDirect in a trust. The trust can have the same tax ID, email address, and bank account as your personal account.