Banks and credit unions haven’t fully adjusted to the new normal in the bond market. If you act fast, you can still get the good rates from months before.
Latest Blog Posts
My Interview on White Coat Investor Podcast
I was interviewed by Dr. Jim Dahle on his White Coat Investor podcast. It’s my only appearance in audio anywhere.
IRA Partial Transfer from Broker to Credit Union for CDs
Transferring part of an IRA from a broker to a credit union for a CD is easier than you think. My transfer completed in a little over a week.
Fidelity Accepts ETF Orders in Dollars with Fractional Shares
Fidelity supports placing orders for ETFs in dollars in its mobile app now. Online interface and automatic investing should be next.
Rollover a 529 Account From One Plan To Another
Rolling over a 529 account from one plan to another is very simple, but first find out whether your state will claw back previous state income tax benefits.
While On International Travel, Always Transact In Local Currency
When using a credit card or debit card outside the U.S., always choose to transact in the local currency and reject the U.S. dollar amount.
Colorado Stable Value Plus 529 Plan: 2.09% Return Guaranteed In 2021
If your child is close to college age, consider Colorado’s CollegeInvest Stable Value Plus 529 Plan for the attractive yield and the principal guarantee.
ACA Health Insurance: Price To Cover Two People Versus Just One
Surprisingly it can cost more to cover just one person on ACA health insurance than covering two people.
Free Home-Based VPN for Accessing Financial Accounts During Travel
Your existing equipment may already support setting up a VPN at home, all for free. Try it before you use a third-party for VPN.
401(a) Plan Contribution Limit
A 401(a) plan allows additional contributions on top of 401(k), 403(b), and 457 plans.