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.
Latest Blog Posts
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 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.
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.
You can set up a beneficiary or a second owner on your I Bonds in TreasuryDirect. It only depends on if you want to let someone transact on your behalf.
If you own savings bonds with a second owner in TreasuryDirect, you have to specifically grant rights for the second owner to see or redeem the bonds.
Xfinity Mobile and Spectrum Mobile offer low cost mobile services. You can use your existing phone even if it’s not an iPhone, a Samsung Galaxy, or a Pixel.
2020, 2021, and 2022 calendar year HSA contribution limits and HDHP qualifications for individual and family coverage. Small changes due to mild inflation.
Interactive Brokers (IBKR) offers attractive margin loan rates but it isn’t obvious how to open an account in the name of a trust. Here’s how.
President Biden’s COVID stimulus package American Rescue Plan turns the ACA premium subsidy cliff to a slope in 2021 & 2022. The cliff will return in 2023.