You need a Form 1116 when your total foreign taxes paid is over $300/$600. Here’s a walkthrough for how to do it in TurboTax and H&R Block software.
In light of $0 commissions, you get the best of both worlds when you choose who manages your investments and who manages your accounts separately.
The one unique advantage of a target date fund can overcome all its flaws.
Schwab has two sets of target date funds. Look for the word Index in the name.
How I voted on the Vanguard 2017 proxy proposals.
Fidelity’s Total International Index Fund is more diversified than its other international index funds.
How often a mutual fund or ETF pays dividends doesn’t affect its performance.
If you want DFA funds you don’t need to pay an advisor $1,000 a year or more. See how to buy DFA funds without an advisor.
This articles explains how bond closed-end funds work and how they are better or worse than the traditional open-end mutual funds and ETFs.
Vanguard long-term muni bond fund offers a much higher yield with a duration not that much longer than that on the intermediate-term fund. What gives? Is it a free lunch?
For reasons I don’t completely understand, bond ETFs, especially ones investing in illiquid bonds such as munis, trade at a premium to the net asset value (NAV) most of the time. That means you will pay more to buy the ETF than the value of the illiquid bonds held by the ETF. Look at these […]
It’s a new year. The IRA contribution limit has gone up by $500 to $5,500 ($6,500 if you are 50 or older). Have you made your IRA contribution for 2013 yet? I haven’t. I’m going to continue with my experiment with buying on a dip. Last year I bought Vanguard Total International Stock Index Fund […]