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Our Articles

#TBT Do Children Need To File A Tax Return To Fund Their Roth IRA?
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Don’t let stress about tax filing requirements keep you or your child from a powerful opportunity to provide for their future.

Bitcoin, Tulips, Beanie Babies, and Speculation
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I expect that eventually Bitcoin will either develop a real, useful value for investors or the bubble will burst.

Updates to Schwab Institutional Intelligent Portfolios Limited Fund Selection
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Now that the Franklin Templeton funds have been added to the Institutional Intelligent Portfolios platform, we are updating our allocations to use the cheaper funds as their primary targets.

#TBT Tax Table and Tax Computation Worksheet
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The strangest fluke of the tax return is that the actual calculation of how much base tax you owe does not have a form; it has this worksheet.

How to Self-Insure for Long-Term Care Health Expenses (2022)
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Saving for long-term care, if done early enough, is not too expensive and helps to protect yourself from this potential financial shock.

Study Helps Track Long-Term Care Cost Options
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We are very thankful that Genworth has released this information freely for everyone to use.

#TBT Qualified Dividends and Capital Gains Worksheet
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The 25 lines are so simplified, they end up being difficult to follow what exactly they do. So, for those of you who are curious, here’s what they do.

Do Large Roth Conversions Require Backdoor Roth Contributions? (2021)
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Luckily for Roth lovers like us, you don’t have to choose between Roth conversions or Roth contributions.

Can a Grandparent Employ Their Grandchild?
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While navigating the rules may be trickier, your child can still enjoy easy domestic employment even when someone else is the employer.

#TBT Do I Need to Pay Tax on This 1099-R?
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The given numbers on a 1099-R are insufficient to be able to fill out your tax return correctly. Knowledge of what was actually done is required in order to file your taxes accurately.

Q&A: What One-Fund Could a Twenty-Something Invest In?
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Any of these ETFs or mutual funds seem like they could be a good one-fund pick for the long haul.

How to Update Your Contact Information at Schwab
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You can easily update your contact information online through Schwab Alliance.

#TBT Where to Find Statements and Tax Documents on Schwab.com
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Following this guide, you should be able to easily download any account documents you want.

Changes to Our Technology, Mid Cap, & Small Cap Allocations (February 2022)
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A Technology correction may not happen, but moving more into Mid and Small Cap Value may help allocations even if it doesn’t.

U.S. Investing in Review (December 2021)
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We anticipated Consumer Staples to have a lower expected return but a larger risk-adjusted return and we expected Biotechnology to have very volatile returns with lower correlations to the other sectors. Both of those things happened in 2021.

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