When you have a joint account, each person on the account can transact with the account. As part of our estate planning package, my wife and I created a trust, with both of us as co-trustees (see Will ...
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Receive EITC, Contribute to Traditional 401k Not Roth 401k
Most financial articles are written for people with higher incomes, because people with more discretionary income naturally want to know what to do with their discretionary money. However, people with ...
CD vs Bond Fund, Five Years Later
Back in December 2013 and January 2014, I bought 5-year CDs from Pentagon Federal Credit Union (PenFed). Those CDs paid 3% APY when other 5-year CDs were paying a little over 2%. The yield on a bond ...
Tax Software: Buy Download Or CD, Not Online Service
The latest statistics from the IRS show that of all the e-filed individual tax returns for a recent tax year, 59% were done by tax professionals and 41% were self-prepared. That 59% number is still ...
How To Report Backdoor Roth In TurboTax
Updated on December 30, 2018 with new screenshots from TurboTax Online 2018. If you use other tax software, see: How To Report Backdoor Roth In H&R Block Software How To Report Backdoor ...
How to Report Backdoor Roth In FreeTaxUSA
TaxACT used to be a low-cost alternative to the big two tax prep software TurboTax and H&R Block. However, its pricing strategy changed lately. Now TaxACT is just as expensive or sometimes even ...