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Charles Schwab: How to Order More Checks or Deposit Slips by Megan Russell September 22, 2018 (230)
Q&A: Can I Use 529 Funds for Off-Campus Housing? by Elizabeth Woodrum November 13, 2018 (182)
Move Funds Between Your Bank Account and Your Schwab Account by Megan Russell September 14, 2018 (176)
The 30-Year Value of a Single Roth Conversion by David John Marotta June 18, 2019 (127)
An Overview of Marotta’s 2019 Gone-Fishing Portfolios by David John Marotta February 5, 2019 (93)
Avoid Dave Ramsey’s Referral Services by David John Marotta June 21, 2019 (81)
Do Children Need To File A Tax Return To Fund Their Roth IRA? by David John Marotta July 20, 2016 (67)
How to Avoid an IRMAA Medicare Premium Surcharge 2018 by Megan Russell April 13, 2018 (60)
What Is The Average Holding Period For A Stock? by David John Marotta November 23, 2018 (57)
Crazy Rich Asians Series: What We Can Learn From The Millionaire Lifestyle of Astrid Leong by Megan Russell January 14, 2019 (57)
Best Non-Correlated Asset Classes for the S&P 500 by David John Marotta February 20, 2018 (56)
Marotta’s 2019 Vanguard Gone-Fishing Portfolio Calculator by David John Marotta February 4, 2019 (55)
What You Need to Know to Inherit an Inherited IRA by Megan Russell September 27, 2017 (54)
How to Lower Your AGI and Why You’d Want To by Megan Russell July 26, 2017 (51)
How to Use Schwab Bill Pay by Megan Russell May 27, 2019 (48)
Mailbag: When Can I Move Into a 1031 Property? by Matheson Russell November 11, 2015 (44)
Q&A: How Does the SECURE Act Change QCDs? by Megan Russell June 24, 2019 (44)
Charles Schwab: How to Fund Your Account with a Check by Megan Russell September 27, 2018 (43)
How Shrewd Investors Save on Taxes by David John Marotta December 10, 2007 (38)
Q&A: Does a Power of Attorney Agent Have a Fiduciary Duty? by Megan Russell August 10, 2018 (32)
Marotta’s 2019 Gone-Fishing Portfolio Calculator by David John Marotta February 4, 2019 (32)
Donor-Advised Fund Comparison 2018 by David John Marotta April 27, 2018 (31)
How Do You Value a Gift of Stock for Taxes? by Austin Fey November 27, 2017 (30)
How To Whitelist An Entire Domain In Gmail by David John Marotta November 21, 2016 (30)
Our Customized Roth Conversion Recommendations by Megan Russell June 14, 2017 (27)

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. (73,506)
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? (59,884)
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." (53,962)
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. (26,002)
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. (21,727)
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? (21,501)
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? (20,642)
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. (19,692)
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. (17,721)
How Much Umbrella Insurance Do I Need? by David John Marotta August 23, 2015 Umbrella insurance covers you for liability that goes above and beyond your auto and homeowners insurance. (14,714)
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. (14,602)
Maximum Safe Withdrawal Rates in Retirement by David John Marotta June 9, 2008 Certain assumptions such as maximum safe withdrawal rate are critical in order not to compromise a long and successful retirement. (12,311)
The Complete Guide To Your Dishwasher by Megan Russell June 11, 2013 The complete guide to saving money while getting your dishes clean. Does hand washing save money? Should I pre-wash? How full should I fill my dishwasher? (12,040)
Fourteen Ways to Avoid Paying Capital Gains by David John Marotta June 1, 2014 The capital gains tax traps wealth in an investment vehicle requiring special techniques to free the capital without penalty. (11,910)
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. (11,038)
The House That Bogle Built by David John Marotta January 21, 2012 Learn about the index preferred by the person who invented index funds with the Vanguard S&P 500. And no, it isn't the S&P 500. (10,419)

Popular from This Year

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. (6,390)
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. (3,616)
Q&A: Can I Use 529 Funds for Off-Campus Housing? by Elizabeth Woodrum November 13, 2018 In general, you can use 529 funds to pay for your student’s off-campus housing costs. (2,099)
An Overview of Marotta’s 2019 Gone-Fishing Portfolios by David John Marotta February 5, 2019 A gone fishing portfolio is a portfolio of just a few stocks which should weather the ups and downs of the market fairly well while only rebalancing twice a year. (1,878)
Charles Schwab: How to Fund Your Account with a Check by Megan Russell September 27, 2018 If you are doing a one-time funding from another account, sometimes the lowest tech option can be the easiest. (1,811)
What Is The Average Holding Period For A Stock? by David John Marotta November 23, 2018 The average holding period for a stock is not simply the inverse of liquidity. (1,274)