Many users are confused when they try to report their Backdoor Roth in TurboTax. This article gives detailed step-by-step instructions with many screenshots.
One HSA provider stands out well above others for people who invest the HSA money.
Now that I left my job, I’m buying health insurance on the exchange under the Affordable Care Act (ACA). Before ACA, getting health care coverage is one of the biggest challenges for becoming self-employed. Forget about the cost; just getting a policy is a challenge by itself. ACA changed all that. Now self-employed people can buy health […]
Treasury bills have become more competitive and more convenient than CDs. Here’s how to buy them with no fee whatsoever at Fidelity, Vanguard, or Schwab.
If you don’t like the HSA your employer chose for you, you can rollover the money to a provider you like for better investment options.
HSA contribution limit gets more complicated when a married couple are on different health plans or when they change insurance plans during the year.
A 30-year loan has lower monthly payments than a 15-year loan. See why investing the difference in monthly payments doesn’t pay off for a long time.
Residents in 9 states and Washington DC can sign up for the IRS IP PIN program to stop someone from filing a fraudulent tax return in their name.
Taking out an add-on CD with a minimum deposit hedges the possibility that interest rates will go down.
If you get health insurance from ACA, the government sets the percentages of income you are expected to contribute toward a benchmark policy.
The 401k/403b/457 contribution limits will increase in 2020. The IRA contribution limits will stay the same.
Paying off your mortgage can make your credit score drop, but maybe that’s OK.