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Latest Blog Posts
How To Cut Down Tax Refund Identity Theft Fraud
Cut down tax refund identity fraud by aligning information and motivation and unleashing the power of competition.
Tax Software Bake-Off: Self-Employed Health Insurance and ACA Premium Tax Credit
See how TurboTax, H&R Block, and TaxACT software handle the complex calculations for self-employed health insurance deduction and the premium tax credit under the Affordable Care Act.
Adjust Cost Basis for ESPP Sale In TaxACT
New IRS regulation makes it crucial to adjust the cost basis from 1099-B when you sell ESPP shares. Otherwise you will be double-taxed. Here’s how to do it in TaxACT.
Extra Help At Tax Time
E*Trade offers educational resources to customers and the general public. Customers also have access to a Tax Center with more data to help with taxes.
Is Morningstar Losing Relevance In An Indexing World?
Morningstar’s data and ratings on mutual funds aren’t that useful when you invest in index funds.
Schwab Intelligent Portfolios: Primary and Alternate ETFs
Schwab Intelligent Portfolios will use Schwab ETFs as the primary ETFs in most asset classes.
Schwab Intelligent Portfolios: The True Cost of A Cash Drag
The true cost of holding cash in Schwab Intelligent Portfolios is much lower than what you are led to believe.
Traditional >= Roth >= Taxable
A taxable account should still be the last resort. Max out all tax-advantaged accounts before investing in a taxable account.
Mint and Personal Capital vs Quicken and Microsoft Money
Mint and Personal Capital operate on a different philosophy than Quicken and Microsoft Money. Choose one that matches how you’d like to use the tool.