Calculate how much of the fund and ETF dividends are from Treasuries and exempt from state taxes. Enter the amount into TurboTax, H&R Block, or FreeTaxUSA.
Treat TreasuryDirect as a delicate object. Do as little as possible with it. Stay on the beaten path. Be extra careful not to get your account locked.
Buying Treasuries can complicate your taxes depending on which ones you buy and how you buy them. See how to keep it simple and avoid tax headaches.
A computer-based calendar makes it easy to create recurring events for bills, taxes, and investing tasks. Put them on your calendar so you won’t forget.
A step-by-step tutorial for how to buy a CD in a Fidelity or Vanguard brokerage account without having to open a new account with a bank or a credit union.
Brokered CDs are convenient to buy but they have some disadvantages over bank CDs and Treasuries. Consider these factors to see if they are worth it.
Banks and brokers operate differently. Money in a brokerage account isn’t insured by the FDIC but it’s safer than uninsured deposits at a bank.
Detailed steps and screenshots for how to buy Treasuries on the secondary market without a fee at Fidelity, Vanguard, Charles Schwab, and Merrill Edge.
Treasuries pay a higher yield and are easier to buy than CDs right now. Here’s how to buy them without fee at Fidelity, Vanguard, and Charles Schwab.