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All Time Most Popular
- What is a 1031 Real Estate Exchange? May 31, 2014 Despite their complexity, these exchanges have the potential to save vast amounts of money. (100,418)
- How to Avoid the Vehicle Sales Tax in Virginia November 27, 2012 "I would like to give my daughter my newer car, but the tax considerations are not simple." (94,883)
- Can I Contribute to Both a SEP and a 401(k)? June 1, 2016 SEP plans offer a powerful way to provide for your own retirement in the same way that 401ks do. (73,340)
- The Complete Guide to Your Washing Machine July 23, 2013 The complete guide to saving money while washing your clothes. What temperature should the water be? What cycle should I use? What detergent should I use? (67,181)
- Q&A: Can I Use 529 Funds for Off-Campus Housing? November 13, 2018 In general, you can use 529 funds to pay for your student’s off-campus housing costs. (65,288)
- How to Transfer Your Economic Impact Payment Card Into Your Bank Account May 29, 2020 It took me one hour to complete from start to finish. Hopefully, now that I have bumbled my way through it on my own and documented the steps, it takes you less time. (64,036)
- Why is Bob Cratchit So Poor? December 12, 2005 At first glance, this story fills us with pity for the Cratchit family, always struggling to make ends meet. But is that the true story? (46,630)
- How to Lower Your AGI and Why You’d Want To July 26, 2017 Here are 8 reasons you'd want to lower your AGI and 8 methods to lower your AGI. (46,321)
- Charles Schwab: How to Order More Checks or Deposit Slips September 22, 2018 With Schwab Bank, any time you need more checks or deposit slips you can simply request them for free. (45,599)
- Fund Your Child’s Roth with Chore Income April 23, 2019 There are many opportunities to pay your children. If that payment can be counted as earned income, then the child is eligible to fund their Roth IRA. (43,500)
- Funding a 3-Year-Old’s Roth IRA March 27, 2020 My daughter was employed at her first job, earned her first income, and was able to fund her Roth IRA for the first time. (40,499)
- How Your Tax Is Calculated: Understanding the Qualified Dividends and Capital Gains Worksheet May 16, 2017 The 27 lines, because they are so simplified, end up being difficult to follow what exactly they do. So, for those of you who are curious, here's what they do. (34,601)
- Mailbag: Should I Pay Off My Mortgage Early? April 13, 2012 Some say don't make extra payments, take the tax deduction. Others say you need to be debt free. (34,169)
- Charles Schwab: How to Fund Your Account with a Check September 27, 2018 If you are doing a one-time funding from another account, sometimes the lowest tech option can be the easiest. (33,824)
- Move Funds Between Your Bank Account and Your Schwab Account September 14, 2018 In order to move funds between a non-Schwab account (external account) and your Schwab account, you simply need to establish what is called a MoneyLink. (32,008)
- Q&A: Can a 529 Reimburse for Last Year’s Expenses? September 15, 2020 Unfortunately, neither "yes" nor "no" is a correct answer to this question. (31,685)
Popular from This Year
- How to Use Medicare IRMAA Life-Changing Event Form SSA-44 To Save Money July 25, 2023 If the form is accepted, the Social Security Administration will generally not only change your current IRMAA, but they will also use your Projected MAGI for the next several years. Here's why. (1,928)
- An Overview of Marotta’s 2023 Gone-Fishing Portfolios April 25, 2023 While our 2022 update saw a number of changes, this year we only have one change. (1,589)
- Why the Verizon Visa Credit Card is My Primary Card March 21, 2023 I have adopted this card as the primary one in my wallet for groceries and gas. (1,587)
- Marotta’s 2023 Gone-Fishing Portfolio Calculator April 24, 2023 This gone-fishing portfolio is our default portfolio which can be used at any custodian. (1,585)
- How To Find the Original Purchase Date of Holdings on Schwab.com June 16, 2023 Sometimes you may want to check on the original purchase dates of the holdings in your accounts during the current tax year. Luckily, there is a page on Schwab Alliance which shows you just that. (1,425)
- How to Prepare Your Investments for World War 3 August 8, 2023 These strategies are strong in both good times and bad. (1,301)
This Quarter
- Account Funding Priorities for 2024 January 9, 2024 (754)
- Q&A: How Should I Invest My Cash? March 5, 2024 (641)
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