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Latest Blog Posts
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.
Buying CD in a Brokerage Account vs Bank CD or Treasury
Brokered CDs are convenient to buy but they have some disadvantages over bank CDs and Treasuries. Consider these factors to see if they are worth it.
Tax Planning with TurboTax What-If Worksheet: Roth Conversion
After you file your taxes with TurboTax, use the hidden What-If Worksheet to plan for the current year. See how to use it to plan for a Roth conversion.
Two Fundamental Drivers of Financial Success in Retirement
Keep your eyes on these two fundamental drivers that determine the financial success of your retirement. Don’t get distracted by the optimization tactics.