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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. (100,518)
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." (95,365)
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. (73,945)
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? (67,365)
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. (66,053)
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. (64,252)
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. (47,054)
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? (46,746)
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. (46,440)
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. (46,353)
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. (41,276)
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. (35,746)
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. (35,032)
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. (34,237)
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. (32,605)
How to Calculate Taxable Social Security (Form 1040, Line 6b) May 13, 2022 If you receive Social Security benefits, the portion of those benefits which will be taxable depends on your income. The taxable portion can be anywhere from 0% to a maximum of 85% of your benefits. (32,403)
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Account Funding Priorities for 2024 January 9, 2024 A savings waterfall helps investors navigate the financial complexity available to them. (1,498)
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How to See Closed Account Information at Schwab November 10, 2023 If closing an account at Schwab is in line with your goals, take comfort in knowing that you are able to close your accounts at Schwab without losing access to your important documents. (1,397)
What Interferes With a Backdoor Roth? August 15, 2023 Here are three common Roth transactions and how they interact with MAGI for Roth IRA purposes. (1,205)
Should I Change Financial Advisors Over Poor Performance? October 31, 2023 The fact that markets are down isn't a good reason by itself to fire your advisor, but there are reasons to switch financial advisors related to performance. (1,106)
The Lie Of The Century November 7, 2023 This lie was PolitiFact's 2013 lie of the year, but we dub it the lie of the century. (1,084)
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