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.
How To Report 2022 Mega Backdoor Roth In H&R Block (Updated)
Follow these easy step-by-step explanation with screenshots when you enter the 1099-R form for your mega backdoor Roth into H&R Block tax software.
How to Enter 2022 Mega Backdoor Roth in FreeTaxUSA (Updated)
Follow these easy step-by-step explanation with screenshots when you enter the 1099-R form for your mega backdoor Roth into FreeTaxUSA.
How to Report 2022 Backdoor Roth In FreeTaxUSA (Updated)
Follow these detailed instructions with clear explanation and many screenshots when you report your Backdoor Roth in FreeTaxUSA online tax software.
How to Report 2022 Backdoor Roth in H&R Block Tax Software
Follow these step-by-step instructions with screenshots and clear explanation to report your Backdoor Roth in H&R Block tax software.
Fidelity Full View + GPS: Track Your Portfolio Across All Accounts
Fidelity Full View gives a global view of your entire portfolio at Fidelity and elsewhere. It feeds into Fidelity GPS for a more in-depth analysis.
Roth Conversion with Social Security and Medicare IRMAA
A step-by-step walkthrough of how to use the Case Study Spreadsheet to estimate tax rates on Roth conversion with Social Security and Medicare IRMAA.
Tax Software: Buy the Download, Not the Online Service
Although it sounds like more old school, the software you install on your own computer is actually both less expensive and more powerful.
California and New Jersey HSA Tax Return Special Considerations
When you are a resident of California or New Jersey, having an HSA and especially investing in the HSA require extra tax reporting. Here’s how to do it.
If IRS Offers Free Direct Filing How Many People Will Use It?
People aren’t looking for the easiest way to file their taxes. They are looking for ways to pay the least amount.
Import Quicken Downloads To Microsoft Money On Windows 10
Microsoft Money still works on Windows 10. You can make it import transactions in Quicken Web Connect format directly from the browser.