Most people are better off contributing to a traditional 401k, not a Roth 401k. Here’s why.
I Bonds Tax Treatment During Your Lifetime and After You Die
You can 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: Amount, Timing, and Mechanics
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.
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.
MassMutual Whole Life Legacy 10 Pay With LISR Review
A case study of a whole life policy as a tax-free investment vehicle with no stock market risk.
3 Reminders About Year-End Mutual Fund Distributions
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 […]