Paying estimated taxes based on previous year’s tax is the easiest. Estimate your income and taxes only when you have a large drop in income.
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.
A case study of a whole life policy as a tax-free investment vehicle with no stock market risk.
I wrote on Tuesday that I bought PIMCO CommodityRealReturn Strategy Fund D (PCRDX) on Dec. 5, 2008. It’s a good segue to today’s post. As luck had it, only a few days later, my jaw dropped when I saw the price of the fund dropped 25% in one day. It turned out it was just […]
Most people are better off contributing to a traditional 401k, not a Roth 401k. Here’s why.