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. ...
Tax Calculator With ACA Health Insurance Subsidy
Since the passing of the new tax law effective in 2018, major tax software vendors such as TurboTax, H&R Block, and TaxACT updated their online tax calculators. TaxCaster by TurboTaxFree Income ...
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. ...