I went to the local Fidelity branch a couple of weeks ago to give them a filled out form for a free international wire transfer. I saw other clients being greeted and led into the offices in the back. ...
Latest Blog Posts
When ACA Tax Credit Makes Your Premium Nearly Double Or Go To Zero
A double-digit increase in the annual health insurance premium is no longer news. It will be my third year on ACA health insurance in 2020. I just received the renewal documents from my HMO. The full ...
2020 California ACA Health Insurance Premium Subsidy
Ever since the Affordable Care Act came out, some people who buy health insurance on the ACA exchange have to watch carefully for the premium subsidy cliff. The Premium Tax Credit is cut off at 400% ...
2019 2020 Medicare Part B Part D IRMAA Premium Brackets
[Update on Sept. 13, 2019: The latest CPI release confirmed the earlier projections.] Seniors age 65 or older can sign up for Medicare. Medicare calls people who receive it beneficiaries. Medicare ...
Learn More About Taxes: Online Courses, Classroom, Books
When I mentioned I was studying to become an Enrolled Agent, a reader asked me whether I knew any courses to learn more about taxes, not to become a tax professional but to be more knowledgeable in ...
Effectiveness of “Borrow 30-Year and Invest The Difference”
[Updated in August 2019 to reflect changes in the new tax law. 90% of taxpayers take the standard deduction now.] Reader Dan left this comment on my post about paying a 30-year loan on a 15-year ...