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This 2020 article is for tax preparers of the world. If you did a backdoor Roth this year, send it to yours.

After you have opened your account, there are many methods of withdrawing or distributing from your Charles Schwab account.

Following this guide, you should be able to easily download any account documents you want.

This guide is to help you locate your annual year end statement in order to gather the total amount contributed to your 529 account(s) for the applicable tax year.

Financial planning can be romantic. As this 2011 article reminds us, “nothing is more romantic than planning how to realize your shared hopes and dreams for the future.”

As of 2021, here is an overview of how the states and jurisdictions handle interest on certain U.S. government obligations.

Our first article posted online is a wonder to behold. This 1998 beauty is written by George Marotta, founder of Marotta Money Management. In the article, he reminds us that, “Anyone of us could design a better system, but 500 congress people cannot resist the pressure groups who want to twist the code to benefit their particular constituencies.” Decades old, this post still rings true today.

Think of your capital loss carry forward as an asset you have banked which provides a defensive buffer for your taxes.

Perhaps one day Schwab will write their own tutorials, but until then, I’m glad we can help so many people.

This quarter, Overall Freedom Investing presented a 1-year return of 33.89%. This is a +1.29% advantage over MSCI ACWI ex US.

Fidelity is now our primary recommendation for an HSA custodian, so we’ve started a series on how to accomplish tasks at Fidelity.

Because of how beneficiary designations and RMD tax requirements play off of one another, there are some odd realities for this odd distribution requirement.

If you want to take our word for it, you can schedule your monthly RMD for the 8th. If you are curious as to the calendar math that suggests this date, read on.

The class will be held virtually on Zoom from noon to 1:30 PM EST on the four Thursdays between February 12 and March 5, 2026. We hope to see you in class!

A 2007 article that stands the test of time. This is the year you should keep your financial resolutions. Getting help from an objective advisor can provide both a powerful catalyst for action and real peace of mind.