Most people are better off contributing to a traditional 401k, not a Roth 401k. Here’s why.
You have the option to report accrued interest from your I Bonds every year but it gets complicated in real life. Keep it simple and go with the default.
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 […]