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. ...
2019 Tax Calculator With ACA/Obamacare Health Insurance Subsidy
Since the passing of the new tax law, major tax software vendors such as TurboTax, H&R Block, and TaxACT updated their online tax calculators to include a comparison between 2017 and 2018. ...
Social Security Claiming Strategy Calculators Compared
[Updated with new calculator. Removed calculators that are no longer available.] Mike Piper is the author of the book Social Security Made Simple. In addition to explaining how Social Security ...
Calculator: Break One CD To Buy Another CD
After getting my email to subscribers about the 3% 7-year CD last week, a reader asked me how to decide whether it's worth breaking an existing 2% CD with 2 more years to go in order to get into a new ...
Mega Backdoor Roth Without a Big Paycheck
Life isn't fair. Some people want to do the mega backdoor Roth (see previous article The Elusive Mega Backdoor Roth), and they can afford it, but their 401k/403b plans don't let them. Some people are ...
Mega Backdoor Roth Without In-Service Distribution
I'm encouraged by the result of my anonymous poll on the availability of non-Roth after-tax contributions in your 401k or 403b plans. Indeed a good 40% of respondents reported having it available. ...