Marotta On Money

Even though it doesn’t feel like it sometimes, contribution limits are indexed to inflation.

In “A Christmas Carol,” Ebenezer Scrooge calls Christmas a “humbug” because of the foolish way people celebrate it. This 2008 article reminds us that it is sometimes wise to simplify Christmas.

Within a matter of days my HSA and all of its investments were transferred from my Schwab account to a new Fidelity account with no charges.

This article should give you something fun to discuss this year.

By adding a little complexity and blending a portfolio of VTI and VXUS, you create the opportunity for three layers of benefits.

The IRS is clear, “If both spouses are 55 or older and not enrolled in Medicare, each spouse’s contribution limit is increased by the additional contribution. Each spouse must make the additional contribution to his or her own HSA.”