Some ways of transferring money are better than others. Learn these lessons from a botched money transfer and use a better method when you do it next time.
Latest Blog Posts
Voluntary Tax Withholding on Selling I Bonds at TreasuryDirect
TreasuryDirect normally doesn’t withhold taxes from the proceeds when you sell I Bonds. If you prefer to have taxes withheld, here’s how to do it.
Which Treasury to Buy While Keeping Your Taxes Simple
Buying Treasuries can complicate your taxes depending on which ones you buy and how you buy them. See how to keep it simple and avoid tax headaches.
Bank of America Travel Rewards Card Pays 2.625% on Everything
Bank of America Travel Rewards credit card pays 2.625% rewards on everything with no caps when you hold $100k worth of investments at Merrill Edge.
Roth IRA Withdrawal After 59-1/2 in TurboTax and H&R Block
Detailed record-keeping is not required when you withdraw from a Roth IRA after age 59-1/2. See a walkthrough in TurboTax and H&R Block tax software.
Fidelity Debit Card Foreign Transaction Fee on ATM Withdrawals
Fidelity’s debit card may include a 1% foreign transaction fee in the amount charged. I tested whether this fee applies to international ATM withdrawals.
PSA: Secure Your Email Account to Prevent Wire Fraud
Having your email account hacked can lead to wire fraud in your bank accounts. Stop using SMS text message security codes for password reset.
ACH Push or Pull: The Right Way to Transfer Money
Your ACH transfer will go fast and not have a hold if you do it the right way. Learn when you should do an ACH push and when you should do an ACH pull.
Use Google Calendar to Manage Bills, Taxes, and Investing Tasks
A computer-based calendar makes it easy to create recurring events for bills, taxes, and investing tasks. Put them on your calendar so you won’t forget.
How to Buy CDs in a Fidelity or Vanguard Brokerage Account
A step-by-step tutorial for how to buy a CD in a Fidelity or Vanguard brokerage account without having to open a new account with a bank or a credit union.