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A Market of Stocks Rather Than A Stock Market by David John Marotta October 20, 2020 (247)
Complete Guide to Your Schwab Debit Card (2019) by Megan Russell October 18, 2019 (224)
Q&A: Can I Do Backdoor Roth and an IRA Rollover In the Same Year? by Megan Russell April 15, 2019 (218)
Should I Change My Strategy During the Presidential Election Cycle? by David John Marotta June 23, 2020 (205)
Funding a 3-Year-Old’s Roth IRA by Megan Russell March 27, 2020 (183)
Do Children Need To File A Tax Return To Fund Their Roth IRA? (2020) by Megan Russell May 25, 2020 (173)
Fund Your Child’s Roth with Chore Income by Megan Russell April 23, 2019 (164)
How to Use Schwab Bill Pay by Megan Russell May 27, 2019 (163)
Your Estate Plan Might Disadvantage Your Heir’s Cost Basis by Megan Russell March 15, 2019 (160)
Q&A: Can I Do a Backdoor Roth and a Reverse Rollover to a 401(k) In the Same Year? by Megan Russell February 10, 2020 (157)
This 2020, The IRA Contribution Deadline Isn’t Until July by Megan Russell May 1, 2020 (152)
Who Should Own My Child’s 529 Account to Assist the FAFSA? by Megan Russell August 10, 2020 (140)
Both Spouses Can Make The HSA Catch-Up Contribution by Megan Russell April 26, 2019 (127)
Q&A: Who Pays Taxes and Penalties on 529 Distributions and How? by Megan Russell February 28, 2020 (123)
Crazy Rich Asians Series: What We Can Learn From The Millionaire Lifestyle of Astrid Leong by Megan Russell January 14, 2019 (113)
How to Fund Your Roth with Babysitting Money by Megan Russell February 14, 2020 (110)
Charles Schwab: How to Fund Your Account with a Check by Megan Russell September 27, 2018 (107)
The Benefits of Saving and Investing Early by Austin Fey June 27, 2014 (98)
How to Inherit an IRA When a Trust is the Beneficiary by Megan Russell May 31, 2019 (92)
Do Children Need To File A Tax Return To Fund Their Roth IRA? by David John Marotta July 20, 2016 (92)
Best Non-Correlated Asset Classes for the S&P 500 by David John Marotta February 20, 2018 (88)
The Best Way to Fund a Charles Schwab Account by Megan Russell June 26, 2020 (86)
Avoid Dave Ramsey’s Referral Services by David John Marotta June 21, 2019 (86)
Mailbag: When Can I Move Into a 1031 Property? by Matheson Russell November 11, 2015 (81)
How to Inherit a Roth IRA Outright From a Trust at Schwab by Megan Russell October 19, 2020 (79)
How To Update Your Address at Schwab and Why It Is Not Straightforward by Megan Russell September 13, 2019 (78)

All Time Most Popular

What is a 1031 Real Estate Exchange? by Matheson Russell May 31, 2014 Despite their complexity, these exchanges have the potential to save vast amounts of money. (90,671)
How to Avoid the Vehicle Sales Tax in Virginia by David John Marotta November 27, 2012 "I would like to give my daughter my newer car, but the tax considerations are not simple." (71,682)
The Complete Guide to Your Washing Machine by Megan Russell 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? (63,955)
Q&A: Can I Use 529 Funds for Off-Campus Housing? by Elizabeth Brew November 13, 2018 In general, you can use 529 funds to pay for your student’s off-campus housing costs. (40,639)
Mailbag: Should I Pay Off My Mortgage Early? by David John Marotta April 13, 2012 Some say don't make extra payments, take the tax deduction. Others say you need to be debt free. (31,377)
Why is Bob Cratchit So Poor? by David John Marotta 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? (31,033)
Can I Contribute to Both a SEP and a 401(k)? by Megan Russell June 1, 2016 SEP plans offer a powerful way to provide for your own retirement in the same way that 401ks do. (28,914)
How Your Tax Is Calculated: Understanding the Qualified Dividends and Capital Gains Worksheet by Megan Russell 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. (25,183)
Naming A Foreign 401(k) Beneficiary? ($ ?s) by Matthew Illian March 14, 2013 You should have no problem naming your nephew as your beneficiary, but accessing the money from India after your death is more complicated. (24,972)
How to Lower Your AGI and Why You’d Want To by Megan Russell July 26, 2017 Here are 8 reasons you'd want to lower your AGI and 8 methods to lower your AGI. (24,642)
The Complete Guide to Your Clothes Dryer by Megan Russell June 18, 2013 The complete guide to saving money while drying your clothes. Should I air dry? Can I line dry inside? Is there ever a case when my dryer is cheaper? (23,033)
Charles Schwab: How to Order More Checks or Deposit Slips by Megan Russell September 22, 2018 With Schwab Bank, any time you need more checks or deposit slips you can simply request them for free. (21,670)
Beneficiary Designations: Per Capita or Per Stirpes? by Megan Russell September 13, 2013 Before a grandmother passes away, both her sons predecease her. Left with only her daughter and grandchildren, depending on her titling one of three things may happen. (21,386)
Move Funds Between Your Bank Account and Your Schwab Account by Megan Russell 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. (20,184)
Do Children Need To File A Tax Return To Fund Their Roth IRA? by David John Marotta July 20, 2016 The IRS does not require dependents whose gross income is only earned income to file a tax return if the amount is less than a certain amount. (18,442)
The Benefits of Saving and Investing Early by Austin Fey June 27, 2014 Any money you put away and invest now will have the longest time to grow, due to the magic (or actually, the mathematics) of compound interest. (16,513)

Popular from This Year

How to Transfer Your Economic Impact Payment Card Into Your Bank Account by Megan Russell 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. (15,220)
If You Act Fast, You Can Undo Your 2020 RMD Thanks to the CARES Act by Megan Russell March 31, 2020 Among the temporary measures, Congress waived required minimum distribution (RMD) requirements for only tax year 2020. (8,812)
This 2020, The IRA Contribution Deadline Isn’t Until July by Megan Russell May 1, 2020 Because the due date for filing Federal income tax returns has been postponed to July 15, the deadline for making contributions to your IRA for 2019 is also extended to July 15, 2020. (5,548)
Q&A: Should I Pull Out of the Stock Market Now? by Megan Russell March 3, 2020 The fact that you are worried enough to ask might mean that now is a good chance to take stock in your investment strategy. (4,625)
Should I Change My Strategy During the Presidential Election Cycle? by David John Marotta June 23, 2020 Should investors get out of the markets during an election year? (4,314)
Q&A: Who Pays Taxes and Penalties on 529 Distributions and How? by Megan Russell February 28, 2020 Who will be responsible to pay for the taxes related to the distribution? Where do you report the taxable portion on your tax return? (4,287)